John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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
2026   Q1 75,002,881 3.87 Reduce 1.97% 0.08 $83.96–100.76 · VW $90.69i $7,048,770,797 SEC
2025   Q4 76,513,926 4.13 Reduce 7.86% 0.34 $91.28–107.50 · VW $97.99i $7,644,506,390 SEC
2025   Q3 83,043,253 4.28 Reduce 1.56% 0.07 $89.35–98.50 · VW $93.53i $7,928,139,405 SEC
2025   Q2 84,357,885 4.32 Reduce 4.95% 0.20 $85.76–99.59 · VW $93.73i $7,696,813,467 SEC
2025   Q1 88,750,655 3.96 Reduce 0.69% 0.03 $65.88–89.85 · VW $81.36i $6,947,401,307 SEC
2024   Q4 89,369,528 3.85 Reduce 0.24% <0.01 $71.31–84.50 · VW $78.45i $6,614,238,799 SEC
2024   Q3 89,587,838 3.28 Add 4.43% 0.14 $61.16–83.35 · VW $75.76i $5,806,187,781 SEC
2024   Q2 85,787,053 3.79 Reduce 0.59% 0.02 $61.01–76.70 · VW $67.60i $6,321,647,936 SEC
2024   Q1 86,297,094 3.62 Reduce 0.14% <0.01 $65.70–79.49 · VW $72.82i $6,242,731,780 SEC
2023   Q4 86,421,986 3.77 Add 10.46% 0.36 $59.67–71.40 · VW $65.95i $5,945,832,637 SEC
2023   Q3 78,239,519 2.91 Reduce 0.20% <0.01 $48.66–61.80 · VW $57.26i $4,295,349,593 SEC
2023   Q2 78,399,479 2.98 Reduce 0.08% <0.01 $52.37–68.80 · VW $60.11i $4,443,682,470 SEC
2023   Q1 78,462,490 2.81 Add 1.34% 0.04 $45.00–78.18 · VW $58.62i $4,109,865,226 SEC
2022   Q4 77,428,730 4.44 Reduce 3.83% 0.17 $73.57–86.63 · VW $79.37i $6,446,716,060 SEC
2022   Q3 80,511,141 4.40 Add 1.86% 0.08 $65.39–82.66 · VW $76.86i $5,786,336,000 SEC
2022   Q2 79,042,463 3.47 Add 9.42% 0.30 $59.35–77.41 · VW $69.24i $4,993,903,000 SEC
2022   Q1 72,239,181 3.72 Reduce 1.83% 0.07 $61.53–93.16 · VW $74.93i $6,090,485,000 SEC
2021   Q4 73,586,595 3.85 Reduce 1.00% 0.04 $76.46–96.24 · VW $85.72i $6,188,633,000 SEC
2021   Q3 74,327,427 3.54 Reduce 1.06% 0.04 $67.31–84.49 · VW $76.40i $5,414,010,000 SEC
2021   Q2 75,123,467 3.59 Reduce 2.68% 0.10 $65.73–76.37 · VW $71.65i $5,469,740,000 SEC
2021   Q1 77,194,062 3.61 Reduce 9.21% 0.33 $62.33–74.31 · VW $70.16i $5,031,509,000 SEC
2020   Q4 85,027,078 3.58 Reduce 11.12% 0.35 $48.89–65.43 · VW $58.68i $4,509,836,000 SEC
2020   Q3 95,662,469 3.18 Reduce 0.10% <0.01 $33.79–50.15 · VW $44.24i $3,465,851,000 SEC
2020   Q2 95,762,812 2.98 Reduce 5.33% 0.20 $31.63–45.86 · VW $37.67i $3,231,037,000 SEC
2020   Q1 101,154,103 3.69 Add 4.95% 0.17 $28.00–42.05 · VW $35.32i $3,400,801,000 SEC
2019   Q4 96,385,839 3.52 Add 5.17% 0.17 $39.51–51.65 · VW $43.97i $4,584,111,000 SEC
2019   Q3 91,644,610 3.17 Add 10.08% 0.29 $34.58–50.97 · VW $45.02i $3,833,494,000 SEC
2019   Q2 83,249,245 2.72 Add 8.99% 0.22 $35.85–44.55 · VW $39.56i $3,345,787,000 SEC
2019   Q1 76,385,888 2.69 Add 0.49% 0.01 $41.45–47.10 · VW $43.39i $3,266,261,000 SEC
2018   Q4 76,016,388 2.91 Add 0.01% <0.01 $37.83–48.23 · VW $44.02i $3,156,961,000 SEC
2018   Q3 76,008,133 2.87 Reduce 0.95% 0.03 $42.01–52.70 · VW $46.50i $3,735,800,000 SEC
2018   Q2 76,733,733 3.19 Reduce 10.24% 0.38 $49.32–58.25 · VW $52.79i $3,921,094,000 SEC
2018   Q1 85,484,446 3.70 Reduce 1.75% 0.06 $49.74–60.22 · VW $55.19i $4,463,998,000 SEC
2017   Q4 87,011,496 3.55 Reduce 1.41% 0.04 $48.00–56.25 · VW $52.42i $4,469,781,000 SEC
2017   Q3 88,251,967 3.18 Reduce 6.89% 0.24 $38.06–49.54 · VW $45.46i $3,860,141,000 SEC
2017   Q2 94,777,563 3.53 Reduce 0.81% 0.03 $38.33–44.10 · VW $40.78i $4,071,644,000 SEC
2017   Q1 95,552,125 3.39 Reduce 1.11% 0.04 $37.16–43.65 · VW $39.85i $3,899,482,000 SEC
2016   Q4 96,623,574 3.46 Reduce 5.07% 0.16 $38.46–42.61 · VW $40.49i $3,813,732,000 SEC
2016   Q3 101,788,384 3.08 Reduce 1.11% 0.03 $29.86–39.35 · VW $35.96i $3,213,459,000 SEC
2016   Q2 102,931,469 2.67 Reduce 0.07% <0.01 $23.83–31.87 · VW $29.05i $2,605,195,000 SEC
2016   Q1 103,001,887 2.93 Add 0.37% 0.01 $25.27–31.07 · VW $28.97i $2,886,113,000 SEC
2015   Q4 102,622,637 3.45 Add 6.43% 0.21 $21.51–34.52 · VW $27.03i $3,379,363,000 SEC
2015   Q3 96,419,718 2.87 Add 1.38% 0.04 $26.40–34.17 · VW $31.43i $2,753,747,000 SEC
2015   Q2 95,108,862 2.90 Add 0.46% 0.01 $27.53–35.72 · VW $31.21i $3,105,304,000 SEC
2015   Q1 94,671,937 2.76 Add 1.62% 0.04 $28.93–32.43 · VW $31.00i $2,881,814,000 SEC
2014   Q4 93,165,777 2.71 Add 1.39% 0.04 $25.43–30.89 · VW $28.55i $2,812,675,000 SEC
2014   Q3 91,884,964 2.64 Add 1.15% 0.03 $23.35–31.00 · VW $27.56i $2,700,499,000 SEC
2014   Q2 90,836,867 2.39 Add 1.26% 0.03 $24.68–29.16 · VW $27.45i $2,446,237,000 SEC
2014   Q1 89,705,117 2.59 Reduce 0.46% 0.01 $24.56–29.13 · VW $26.30i $2,451,641,000 SEC
2013   Q4 90,120,817 2.52 Reduce 2.71% 0.06 $23.56–27.11 · VW $25.73i $2,343,141,000 SEC
2013   Q3 92,635,017 2.29 Reduce 0.39% <0.01 $20.44–25.01 · VW $23.31i $1,958,304,000 SEC
2013   Q2 93,000,857 2.40 Buy 2.40 $18.94–22.84 · VW $20.89i $1,974,408,000 SEC
2013   Q1 0 0.00 Sell 100.00% 1.89 $16.00–20.48 · VW $18.78i SEC
2012   Q4 95,740,658 1.89 Add 10.78% 0.18 $12.82–17.41 · VW $15.49i $1,374,836,000 SEC
2012   Q3 86,420,688 1.93 Buy 1.93 $12.47–14.62 · VW $13.40i $1,105,321,000 SEC
2012   Q1 0 0.00 Sell 100.00% 4.22 $12.12–15.53 · VW $13.37i SEC
2011   Q4 82,249,218 4.22 Reduce 0.39% <0.01 $10.72–14.07 · VW $12.89i $926,126,000 SEC
2011   Q3 82,574,756 1.40 Add 36.07% 0.37 $10.56–13.47 · VW $12.00i $930,618,000 SEC
2011   Q2 60,684,256 1.19 Add 25.80% 0.24 $11.13–17.87 · VW $13.78i $998,256,000 SEC
2011   Q1 48,239,656 1.01 Add 0.12% <0.01 $17.13–19.13 · VW $18.09i $869,761,000 SEC
2010   Q4 48,181,258 1.02 Add 8.65% 0.08 $15.22–19.69 · VW $17.96i $824,381,000 SEC
2010   Q3 44,346,388 0.82 Add 30.31% 0.19 $13.05–16.35 · VW $14.81i $616,415,000 SEC
2010   Q2 34,031,661 0.70 Add 80.74% 0.31 $12.64–16.99 · VW $14.13i $482,569,000 SEC
2010   Q1 18,829,000 0.44 Buy 0.44 $15.70–19.95 · VW $17.33i $351,914,000 SEC
Price snapshot:
Current price$102.38
Avg. buy price$36.06
+/- since buy183.95%
52-week low$83.96
52-week high$106.76