Francois Rochon's SCHW Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 1.6M shares of The Charles Schwab Corporation (SCHW) worth $150.44 M, representing 4.61% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 618.4K shares. Largest reduction occurred in Q2 2023, reducing 469.2K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2018 | +506,129 | New Buy | 506,129 | $49.15 |
| Q4 2018 | +158,217 | Add 31.26% | 664,346 | $41.53 |
| Q1 2019 | +72,778 | Add 10.95% | 737,124 | $42.76 |
| Q2 2019 | +191,073 | Add 25.92% | 928,197 | $40.19 |
| Q3 2019 | +7,964 | Add 0.86% | 936,161 | $41.83 |
| Q4 2019 | +15,716 | Add 1.68% | 951,877 | $47.56 |
| Q1 2020 | -64,380 | Reduce 6.76% | 887,497 | $33.62 |
| Q2 2020 | +68,794 | Add 7.75% | 956,291 | $33.74 |
| Q3 2020 | +3,854 | Add 0.40% | 960,145 | $36.23 |
| Q4 2020 | +37,680 | Add 3.92% | 997,825 | $53.04 |
| Q1 2021 | +24,177 | Add 2.42% | 1.02 M | $65.18 |
| Q2 2021 | +45,988 | Add 4.50% | 1.07 M | $72.81 |
| Q3 2021 | +51,121 | Add 4.79% | 1.12 M | $72.84 |
| Q4 2021 | +23,350 | Add 2.09% | 1.14 M | $84.10 |
| Q1 2022 | +10,422 | Add 0.91% | 1.15 M | $84.31 |
| Q2 2022 | +40,860 | Add 3.54% | 1.19 M | $63.18 |
| Q3 2022 | +34,808 | Add 2.92% | 1.23 M | $71.87 |
| Q4 2022 | +14,303 | Add 1.16% | 1.24 M | $83.26 |
| Q1 2023 | -21,524 | Reduce 1.73% | 1.22 M | $52.38 |
| Q2 2023 | -469,199 | Reduce 38.42% | 752,131 | $56.68 |
| Q3 2023 | +52,430 | Add 6.97% | 804,561 | $54.90 |
| Q4 2023 | +29,343 | Add 3.65% | 833,904 | $68.80 |
| Q1 2024 | +27,527 | Add 3.30% | 861,431 | $72.34 |
| Q2 2024 | +8,382 | Add 0.97% | 869,813 | $73.69 |
| Q3 2024 | +65,959 | Add 7.58% | 935,772 | $64.81 |
| Q4 2024 | +12,155 | Add 1.30% | 947,927 | $74.01 |
| Q1 2025 | +1,139 | Add 0.12% | 949,066 | $78.28 |
| Q2 2025 | +618,429 | Add 65.16% | 1.57 M | $91.24 |
| Q3 2025 | +8,281 | Add 0.53% | 1.58 M | $95.47 |
Francois Rochon's The Charles Schwab Corporation Investment FAQs
Francois Rochon first purchased The Charles Schwab Corporation (SCHW) in Q3 2018, acquiring 506,129 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 29 quarters since Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to The Charles Schwab Corporation (SCHW) was in Q2 2025, adding 1,567,495 shares worth $143.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 1,575,776 shares of The Charles Schwab Corporation (SCHW), valued at approximately $150.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 4.61% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's peak holding in The Charles Schwab Corporation (SCHW) was 1,575,776 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.