Charles Schwab Corp. (SCHW)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 12 |
| Ownership rank: | 17 |
| % of all portfolios: | 0.329% |
| Hold Price * : | $67.00 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
2 |
$2,276,954 |
| Sells |
31 |
$24,526,269 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Bill Nygren - Oakmark Select Fund |
6.42 |
Add 0.00% |
5,048,000 |
371,983,000 |
| ≡ |
Ruane Cunniff - Sequoia Fund |
5.11 |
Reduce 6.48% |
2,789,418 |
180,782,000 |
| ≡ |
Yacktman Asset Management |
3.59 |
Reduce 8.51% |
5,404,281 |
350,251,000 |
| ≡ |
Dodge & Cox |
3.48 |
Add 4.19% |
60,345,835 |
3,911,014,000 |
| ≡ |
John Rogers - Ariel Appreciation Fund |
2.40 |
Add 15.44% |
370,880 |
24,037,000 |
| ≡ |
Francois Rochon - Giverny Capital |
2.31 |
Add 7.58% |
935,772 |
60,647,000 |
| ≡ |
Thomas Gayner - Markel Group |
0.79 |
Reduce 1.17% |
1,350,800 |
87,545,000 |
| ≡ |
Mairs & Power Growth Fund |
0.76 |
Reduce 18.29% |
670,000 |
43,423,000 |
| ≡ |
Viking Global Investors |
0.55 |
Buy |
2,339,956 |
151,653,000 |
| ≡ |
First Eagle Investment Management |
0.48 |
Add 0.07% |
3,567,967 |
231,240,000 |
| ≡ |
Christopher Davis - Davis Advisors |
0.11 |
Reduce 1.67% |
299,705 |
19,424,000 |
| ≡ |
Greenhaven Associates |
0.02 |
|
20,000 |
1,296,000 |
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