David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  The Charles Schwab Corp. (SCHW)
← All SCHW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 0.34 $39.51–51.65 · VW $43.97i SEC
2019   Q3 90,925 0.34 Reduce 7.60% 0.03 $34.58–50.97 · VW $45.02i $3,803,000 SEC
2019   Q2 98,400 0.33 Reduce 89.17% 2.53 $35.85–44.55 · VW $39.56i $3,954,000 SEC
2019   Q1 908,998 2.84 Reduce 46.23% 2.15 $41.45–47.10 · VW $43.39i $38,867,000 SEC
2018   Q4 1,690,643 4.66 Add 10.96% 0.46 $37.83–48.23 · VW $44.02i $70,211,000 SEC
2018   Q3 1,523,634 3.75 Reduce 5.82% 0.24 $42.01–52.70 · VW $46.50i $74,886,000 SEC
2018   Q2 1,617,874 4.17 Add 6.74% 0.26 $49.32–58.25 · VW $52.79i $82,672,000 SEC
2018   Q1 1,515,704 3.64 Reduce 12.58% 0.45 $49.74–60.22 · VW $55.19i $79,149,000 SEC
2017   Q4 1,733,887 3.60 Reduce 25.51% 0.89 $48.00–56.25 · VW $52.42i $89,069,000 SEC
2017   Q3 2,327,760 3.47 Reduce 16.77% 0.62 $38.06–49.54 · VW $45.46i $101,815,000 SEC
2017   Q2 2,796,859 3.68 Reduce 23.12% 0.88 $38.33–44.10 · VW $40.78i $120,152,000 SEC
2017   Q1 3,638,037 3.82 Reduce 19.76% 0.86 $37.16–43.65 · VW $39.85i $148,467,000 SEC
2016   Q4 4,534,145 4.37 Reduce 13.64% 0.47 $38.46–42.61 · VW $40.49i $178,961,000 SEC
2016   Q3 5,250,094 3.48 Reduce 5.04% 0.14 $29.86–39.35 · VW $35.96i $165,745,000 SEC
2016   Q2 5,528,510 2.84 Reduce 3.78% 0.11 $23.83–31.87 · VW $29.05i $139,926,000 SEC
2016   Q1 5,745,873 2.92 Buy 2.92 $25.27–31.07 · VW $28.97i $160,999,000 SEC
2013   Q4 0 0.00 Sell 100.00% 2.63 $23.56–27.11 · VW $25.73i SEC
2013   Q3 4,983,463 2.63 Reduce 30.16% 1.72 $20.44–25.01 · VW $23.31i $105,350,000 SEC
2013   Q2 7,135,138 5.71 Buy 5.71 $18.94–22.84 · VW $20.89i $151,479,000 SEC
2003   Q1 0 0.00 Sell 100.00% 0.42 $6.25–9.98 · VW $8.64i SEC
2002   Q4 35,663 0.42 Reduce 83.08% 1.87 $7.02–12.46 · VW $9.13i $386,000 SEC
2002   Q3 210,713 2.25 Reduce 55.41% 3.13 $7.22–12.00 · VW $10.25i $1,833,000 SEC
2002   Q2 472,551 5.65 Add 0.12% <0.01 $7.51–12.86 · VW $9.85i $5,292,000 SEC
2002   Q1 471,976 5.29 Add 12.24% 0.58 $9.60–15.80 · VW $12.50i $6,178,000 SEC
2001   Q4 420,501 5.75 Reduce 9.44% 0.47 $12.25–19.00 · VW $14.76i $6,505,000 SEC
2001   Q3 464,325 5.00 Reduce 2.91% 0.16 $8.13–16.20 · VW $12.90i $5,339,000 SEC
2001   Q2 478,237 5.53 Add 0.92% 0.05 $11.75–19.61 · VW $14.61i $7,532,000 SEC
2001   Q1 473,869 5.78 Add 21.14% 1.01 $13.14–23.18 · VW $18.37i $7,307,000 SEC
2000   Q4 391,167 8.10 Add 6.07% 0.46 $19.15–33.00 · VW $24.35i $11,097,000 SEC
2000   Q3 368,767 8.41 Add 1.34% 0.11 $26.00–39.50 · VW $31.06i $13,091,000 SEC
2000   Q2 363,905 7.56 Add 9.66% 0.67 $28.28–40.50 · VW $35.74i $12,234,000 SEC
2000   Q1 331,838 7.91 $37.87 $12,568,000 SEC
Price snapshot:
Current price$102.38
52-week low$83.96
52-week high$106.76