Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
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
2014   Q2 0 0.00 Sell 100.00% 1.41 $24.68–29.16 · VW $27.45i SEC
2014   Q1 2,941,899 1.41 Reduce 39.65% 0.86 $24.56–29.13 · VW $26.30i $80,402,000 SEC
2013   Q4 4,874,901 2.17 Reduce 2.22% 0.05 $23.56–27.11 · VW $25.73i $126,747,000 SEC
2013   Q3 4,985,818 2.11 Reduce 13.21% 0.34 $20.44–25.01 · VW $23.31i $105,400,000 SEC
2013   Q2 5,744,647 2.57 Reduce 21.44% 0.61 $18.94–22.84 · VW $20.89i $121,959,000 SEC
2013   Q1 7,312,123 2.84 Reduce 15.18% 0.43 $16.00–20.48 · VW $18.78i $129,351,000 SEC
2012   Q4 8,621,021 2.84 Reduce 3.56% 0.09 $12.82–17.41 · VW $15.49i $123,798,000 SEC
2012   Q3 8,939,021 2.60 Reduce 15.18% 0.42 $12.47–14.62 · VW $13.40i $114,285,000 SEC
2012   Q2 10,538,909 2.74 Reduce 6.91% 0.20 $11.64–13.61 · VW $12.91i $136,268,000 SEC
2012   Q1 11,320,771 2.84 Reduce 2.99% 0.08 $12.12–15.53 · VW $13.37i $162,679,000 SEC
2011   Q4 11,670,254 2.56 Add 26.92% 0.54 $10.72–14.07 · VW $12.89i $131,407,000 SEC
2011   Q3 9,194,734 2.12 Add 4.48% 0.09 $10.56–13.47 · VW $12.00i $103,625,000 SEC
2011   Q2 8,800,758 2.33 Add 7.45% 0.16 $11.13–17.87 · VW $13.78i $144,772,000 SEC
2011   Q1 8,190,384 2.23 Reduce 23.64% 0.67 $17.13–19.13 · VW $18.09i $147,673,000 SEC
2010   Q4 10,726,249 2.85 Reduce 3.39% 0.09 $15.22–19.69 · VW $17.96i $183,526,000 SEC
2010   Q3 11,102,612 2.58 Add 20.80% 0.44 $13.05–16.35 · VW $14.81i $154,326,000 SEC
2010   Q2 9,190,636 2.43 Add 22.17% 0.44 $12.64–16.99 · VW $14.13i $130,323,000 SEC
2010   Q1 7,522,904 2.10 Reduce 9.34% 0.23 $15.70–19.95 · VW $17.33i $140,603,000 SEC
2009   Q4 8,297,960 2.51 Add 17.46% 0.37 $17.31–19.85 · VW $18.49i $156,168,000 SEC
2009   Q3 7,064,226 2.20 Add 30.26% 0.51 $16.75–19.80 · VW $18.29i $135,280,000 SEC
2009   Q2 5,423,256 1.99 Reduce 0.73% 0.02 $16.25–19.87 · VW $18.06i $95,124,000 SEC
2009   Q1 5,462,955 2.10 Buy 2.10 $11.00–19.29 · VW $15.96i $84,676,000 SEC
Price snapshot:
Current price$102.38
52-week low$83.96
52-week high$106.76