# Charles Schwab (SCHW): value investors who own it

8 value investors held Charles Schwab in their Q3 2026 13F, led by Ruane, Cunniff & Goldfarb (Sequoia), Giverny Capital, Yacktman Asset Management, Dodge…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Ruane, Cunniff & Goldfarb (Sequoia) | 6.6% | $422m | Trimmed -3.0% | 41 |
| Giverny Capital | 5.2% | $155m | Added +9.5% | 32 |
| Yacktman Asset Management | 4.7% | $378m | Added +5.0% | 29 |
| Dodge & Cox | 3.7% | $7.1bn | Added +2.6% | 53 |
| Harris Associates (Oakmark) | 3.0% | $2.2bn | Added +11% | 32 |
| Markel Group | 1.0% | $129m | Added +0.8% | 53 |
| Mairs & Power | 0.2% | $20.0m | Trimmed -13% | 53 |
| Davis Selected Advisers | 0.1% | $26.7m | Trimmed -6.8% | 53 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-01 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sold | 5000 | $489k |
| 2026-09-01 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sold | 3177 | $346k |
| 2026-08-28 | Bettinger Walter W | Co-Chairman | Sold | 74388 | $8.3m |
| 2026-08-28 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sold | 3177 | $343k |
| 2026-08-26 | Schwab-Pomerantz Carolyn | Director | Sold | 9175 | $1.0m |
| 2026-08-24 | Bettinger Walter W | Co-Chairman | Sold | 176210 | $20.0m |
| 2026-08-24 | Schwab Charles R. | Co-Chairman | Sold | 117000 | $13.2m |
| 2026-08-17 | Beatty Jonathan S | MD, Head of Advisor Services | Sold | 1000 | $111k |
| 2026-08-14 | Craig Jonathan M. | MD, Head of Retail Investing | Sold | 21866 | $2.4m |
| 2026-08-13 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sold | 2198 | $242k |
| 2026-08-12 | Schwab Charles R. | Co-Chairman | Sold | 46410 | $5.0m |
| 2026-08-11 | Schwab Charles R. | Co-Chairman | Sold | 46445 | $5.0m |
| 2026-08-10 | Murtagh Nigel J | Chief Risk Officer | Sold | 24778 | $2.7m |
| 2026-08-07 | SNEED PAULA A | Director | Sold | 5263 | $564k |
| 2026-08-06 | Murtagh Nigel J | Chief Risk Officer | Sold | 1897 | $207k |
| 2026-08-05 | Craig Jonathan M. | MD, Head of Retail Investing | Sold | 21750 | $2.3m |
| 2026-08-05 | Schwab-Pomerantz Carolyn | Director | Sold | 18561 | $2.0m |
| 2026-08-04 | Schwab Charles R. | Co-Chairman | Sold | 47650 | $5.1m |
| 2026-08-04 | Schwab-Pomerantz Carolyn | Director | Sold | 22640 | $2.4m |
| 2026-08-03 | Schwab Charles R. | Co-Chairman | Sold | 95250 | $10.1m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Oakmark Global Select Fund | Harris Associates (Oakmark) | 4.6% | $37.8m | 2026-06-30 |
| Sequoia Fund | Ruane, Cunniff & Goldfarb (Sequoia) | 4.3% | $154m | 2026-06-30 |
| AMG Yacktman Fund | Yacktman Asset Management | 3.2% | $231m | 2026-06-30 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 2.5% | $75.7m | 2026-06-30 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 2.4% | $305m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/schw). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.