Charles Schwab Corp. (SCHW)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 12 |
| Ownership rank: | 18 |
| % of all portfolios: | 0.411% |
| Hold Price * : | $76.52 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
0 |
$0 |
| Sells |
51 |
$130,463,996 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Ruane Cunniff - Sequoia Fund |
5.79 |
Reduce 9.22% |
2,532,139 |
187,404,000 |
| ≡ |
Bill Nygren - Oakmark Select Fund |
5.09 |
Reduce 7.56% |
4,659,940 |
344,882,000 |
| ≡ |
Yacktman Asset Management |
4.85 |
Reduce 3.39% |
4,709,043 |
368,624,000 |
| ≡ |
Viking Global Investors |
4.41 |
Add 20.86% |
17,716,717 |
1,386,865,000 |
| ≡ |
Dodge & Cox |
4.18 |
Reduce 0.37% |
60,060,735 |
4,701,554,000 |
| ≡ |
Francois Rochon - Giverny Capital |
2.74 |
Add 0.12% |
949,066 |
74,293,000 |
| ≡ |
John Rogers - Ariel Appreciation Fund |
2.62 |
Reduce 9.50% |
335,659 |
24,842,000 |
| ≡ |
Lee Ainslie - Maverick Capital |
2.01 |
Buy |
1,425,125 |
111,559,000 |
| ≡ |
Thomas Gayner - Markel Group |
0.95 |
Add 0.07% |
1,364,800 |
106,836,000 |
| ≡ |
Christopher Davis - Davis Advisors |
0.13 |
Reduce 0.82% |
297,606 |
23,297,000 |
| ≡ |
Mairs & Power Growth Fund |
0.05 |
Reduce 94.22% |
32,100 |
2,513,000 |
| ≡ |
Greenhaven Associates |
0.02 |
|
20,000 |
1,566,000 |
Open Market Insider Buys
| Date Filed |
Reporting Name |
Relationship |
Trans. Date |
Shares |
Price $ |
Total Value $ |
| 19 Jul 2024 |
BETTINGER WALTER W |
Co-Chairman and CEO |
17 Jul 2024 |
25,000 |
66.26 |
1,656,500 |
| 19 Jul 2024 |
WURSTER RICHARD A |
President |
17 Jul 2024 |
10,000 |
62.05 |
620,454 |
| 21 Aug 2023 |
RUFFEL CHARLES A. |
Director |
17 Aug 2023 |
833 |
60.55 |
50,440 |
| 29 Mar 2023 |
BROWN MARIANNE CATHERINE |
Director |
28 Mar 2023 |
5,000 |
53.47 |
267,340 |
| 20 Mar 2023 |
CLARK BERNARD J. |
MD, Head of Adivsor Services |
17 Mar 2023 |
5,000 |
54.83 |
274,154 |
| 20 Mar 2023 |
MARTIN-FLICKINGER GERRI |
Director |
17 Mar 2023 |
3,700 |
54.16 |
200,396 |
| 17 Mar 2023 |
WURSTER RICHARD A |
President |
17 Mar 2023 |
2,000 |
54.39 |
108,773 |
| 16 Mar 2023 |
GOLDFARB MARK A |
Director |
16 Mar 2023 |
4,000 |
58.37 |
233,468 |
| 15 Mar 2023 |
ELLIS STEPHEN A |
Director |
15 Mar 2023 |
34,387 |
58.26 |
2,003,325 |
| 14 Mar 2023 |
RICKETTS TODD M |
Director |
14 Mar 2023 |
10,000 |
56.79 |
567,862 |
| 14 Mar 2023 |
ADAMS JOHN K JR |
Director |
14 Mar 2023 |
5,000 |
59.31 |
296,550 |
| 14 Mar 2023 |
CRAWFORD PETER B. |
MD and CFO |
14 Mar 2023 |
5,000 |
57.96 |
289,780 |
| 14 Mar 2023 |
BETTINGER WALTER W |
Co-Chairman and CEO |
14 Mar 2023 |
50,000 |
59.31 |
2,965,500 |
| 14 Mar 2023 |
ELLIS STEPHEN A |
Director |
14 Mar 2023 |
6,757 |
56.08 |
378,928 |
| 14 Mar 2023 |
WURSTER RICHARD A |
President |
14 Mar 2023 |
5,000 |
57.28 |
286,396 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.
P = Preferred Stock