Ruane Cunniff’s SCHW Holdings & Trades

First Buy
Q2 2016
Duration Held
38 Quarters
Largest Add
Q2 2016
+9.16 M shares
Current Position
6.32 M shares
$602.95 M value

Ruane Cunniff's SCHW Position Overview

Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 6.3M shares of The Charles Schwab Corporation (SCHW) worth $602.95 M, representing 9.99% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 quarters.

Based on 13F filings, Ruane Cunniff has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 3.3M shares. Largest reduction occurred in Q2 2020, reducing 2.0M shares.

Analysis based on 13F filings available since 2013 Q2

Ruane Cunniff'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 Ruane Cunniff

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2016 +9.16 M New Buy 9.16 M $25.31
Q3 2016 -316,637 Reduce 3.46% 8.84 M $31.57
Q4 2016 -411,230 Reduce 4.65% 8.43 M $39.47
Q1 2017 -304,760 Reduce 3.62% 8.12 M $40.81
Q2 2017 +91,939 Add 1.13% 8.21 M $42.96
Q3 2017 +133,869 Add 1.63% 8.35 M $43.74
Q4 2017 -39,492 Reduce 0.47% 8.31 M $51.37
Q1 2018 +8.31 M Add 0.00% 8.31 M $50.90
Q2 2018 -48,380 Reduce 0.58% 8.27 M $51.10
Q3 2018 -96,147 Reduce 1.16% 8.17 M $49.15
Q4 2018 -12,976 Reduce 0.16% 8.16 M $41.53
Q1 2019 +695,373 Add 8.53% 8.85 M $42.76
Q2 2019 -92,012 Reduce 1.04% 8.76 M $40.19
Q3 2019 -57,100 Reduce 0.65% 8.7 M $41.83
Q4 2019 -155,042 Reduce 1.78% 8.55 M $47.56
Q1 2020 +3.27 M Add 38.31% 11.82 M $33.62
Q2 2020 -1.99 M Reduce 16.81% 9.84 M $33.74
Q3 2020 -229,202 Reduce 2.33% 9.61 M $36.23
Q4 2020 -271,804 Reduce 2.83% 9.33 M $53.04
Q1 2021 -196,242 Reduce 2.10% 9.14 M $65.18
Q2 2021 -342,276 Reduce 3.75% 8.8 M $72.81
Q3 2021 -129,369 Reduce 1.47% 8.67 M $72.84
Q4 2021 -183,263 Reduce 2.11% 8.48 M $84.10
Q1 2022 -243,381 Reduce 2.87% 8.24 M $84.31
Q2 2022 +613,028 Add 7.44% 8.85 M $63.18
Q3 2022 -132,867 Reduce 1.50% 8.72 M $71.87
Q4 2022 -280,526 Reduce 3.22% 8.44 M $83.26
Q1 2023 -199,886 Reduce 2.37% 8.24 M $52.38
Q2 2023 +708,991 Add 8.60% 8.95 M $56.68
Q3 2023 -267,834 Reduce 2.99% 8.68 M $54.90
Q4 2023 -210,679 Reduce 2.43% 8.47 M $68.80
Q1 2024 -337,513 Reduce 3.98% 8.13 M $72.34
Q2 2024 -347,586 Reduce 4.27% 7.79 M $73.69
Q3 2024 -334,771 Reduce 4.30% 7.45 M $64.81
Q4 2024 -546,806 Reduce 7.34% 6.9 M $74.01
Q1 2025 -142,105 Reduce 2.06% 6.76 M $78.28
Q2 2025 -162,553 Reduce 2.40% 6.6 M $91.24
Q3 2025 -283,261 Reduce 4.29% 6.32 M $95.47

Ruane Cunniff's The Charles Schwab Corporation Investment FAQs

Ruane Cunniff first purchased The Charles Schwab Corporation (SCHW) in Q2 2016, acquiring 9,155,367 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ruane Cunniff has held The Charles Schwab Corporation (SCHW) for 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ruane Cunniff's largest addition to The Charles Schwab Corporation (SCHW) was in Q2 2016, adding 9,155,367 shares worth $231.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 6,315,561 shares of The Charles Schwab Corporation (SCHW), valued at approximately $602.95 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 9.99% of Ruane Cunniff'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.

Ruane Cunniff's peak holding in The Charles Schwab Corporation (SCHW) was 11,822,806 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.