Francois Rochon's SCHW Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 1.68 M shares of The Charles Schwab Corporation (SCHW) worth $155.16 M, representing 5.22% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in SCHW, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 618,429 shares. Largest reduction occurred in Q3 2018, reducing 76.11 M shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's The Charles Schwab Corporation (SCHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Charles Schwab Corporation (SCHW) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +145,361 | Add 9.46% | 1.68 M | $92.27 |
| Q1 2026 | -49,455 | Reduce 3.12% | 1.54 M | $93.98 |
| Q4 2025 | +9,885 | Add 0.63% | 1.59 M | $99.91 |
| Q3 2025 | +8,281 | Add 0.53% | 1.58 M | $95.47 |
| Q2 2025 | +618,429 | Add 65.16% | 1.57 M | $91.24 |
| Q1 2025 | +1,139 | Add 0.12% | 949,066 | $78.28 |
| Q4 2024 | +12,155 | Add 1.30% | 947,927 | $74.01 |
| Q3 2024 | +65,959 | Add 7.58% | 935,772 | $64.81 |
| Q2 2024 | +8,382 | Add 0.97% | 869,813 | $73.69 |
| Q1 2024 | +27,527 | Add 3.30% | 861,431 | $72.34 |
| Q4 2023 | +29,343 | Add 3.65% | 833,904 | $68.80 |
| Q3 2023 | +52,430 | Add 6.97% | 804,561 | $54.90 |
| Q2 2023 | -469,199 | Reduce 38.42% | 752,131 | $56.68 |
| Q1 2023 | -21,524 | Reduce 1.73% | 1.22 M | $52.38 |
| Q4 2022 | +14,303 | Add 1.16% | 1.24 M | $83.26 |
| Q3 2022 | +34,808 | Add 2.92% | 1.23 M | $71.87 |
| Q2 2022 | +40,860 | Add 3.54% | 1.19 M | $63.18 |
| Q1 2022 | +10,422 | Add 0.91% | 1.15 M | $84.31 |
| Q4 2021 | +23,350 | Add 2.09% | 1.14 M | $84.10 |
| Q3 2021 | +51,121 | Add 4.79% | 1.12 M | $72.84 |
| Q2 2021 | +45,988 | Add 4.50% | 1.07 M | $72.81 |
| Q1 2021 | +24,177 | Add 2.42% | 1.02 M | $65.18 |
| Q4 2020 | +37,680 | Add 3.92% | 997,825 | $53.04 |
| Q3 2020 | +3,854 | Add 0.40% | 960,145 | $36.23 |
| Q2 2020 | +68,794 | Add 7.75% | 956,291 | $33.74 |
| Q1 2020 | -64,380 | Reduce 6.76% | 887,497 | $33.62 |
| Q4 2019 | +15,716 | Add 1.68% | 951,877 | $47.56 |
| Q3 2019 | +7,964 | Add 0.86% | 936,161 | $41.83 |
| Q2 2019 | +191,073 | Add 25.92% | 928,197 | $40.19 |
| Q1 2019 | +72,778 | Add 10.95% | 737,124 | $42.76 |
| Q4 2018 | +158,217 | Add 31.26% | 664,346 | $41.53 |
| Q3 2018 | +506,129 | New Buy | 506,129 | $49.15 |
| Q1 1970 | +76.62 M | Add 0.00% | 76.62 M | $2.03 |
Francois Rochon's The Charles Schwab Corporation Investment FAQs
Francois Rochon first purchased The Charles Schwab Corporation (SCHW) in Q1 1970, acquiring 76,616,396 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held The Charles Schwab Corporation (SCHW) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 1970, adding 76,616,396 shares worth $155.16 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 1,681,567 shares of The Charles Schwab Corporation (SCHW), valued at approximately $155.16 M.
As of the Q2 2026 filing, The Charles Schwab Corporation (SCHW) represents approximately 5.22% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in The Charles Schwab Corporation (SCHW) was 76,616,396 shares, as reported at the end of Q1 1970.