🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 669.03 +1.0% NASDAQ 100: 600.38 +1.1% Dow Jones: 470.30 +0.8%

Ruane Cunniff’s SCHW Holdings & Trades

First Buy
Q2 2016
Duration Held
39 Quarters
Largest Add
Q2 2016
+9.16 M Shares
Current Position
5.59 M Shares
$558.99 M Value

Ruane Cunniff's SCHW Position Overview

Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 5.59 M shares of The Charles Schwab Corporation (SCHW) worth $558.99 M, representing 8.73% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 39 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 3.27 M shares. Largest reduction occurred in Q2 2020, reducing 1.99 M 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -720,613 Reduce 11.41% 5.59 M $99.91
Q3 2025 -283,261 Reduce 4.29% 6.32 M $95.47
Q2 2025 -162,553 Reduce 2.40% 6.6 M $91.24
Q1 2025 -142,105 Reduce 2.06% 6.76 M $78.28
Q4 2024 -546,806 Reduce 7.34% 6.9 M $74.01
Q3 2024 -334,771 Reduce 4.30% 7.45 M $64.81
Q2 2024 -347,586 Reduce 4.27% 7.79 M $73.69
Q1 2024 -337,513 Reduce 3.98% 8.13 M $72.34
Q4 2023 -210,679 Reduce 2.43% 8.47 M $68.80
Q3 2023 -267,834 Reduce 2.99% 8.68 M $54.90
Q2 2023 +708,991 Add 8.60% 8.95 M $56.68
Q1 2023 -199,886 Reduce 2.37% 8.24 M $52.38
Q4 2022 -280,526 Reduce 3.22% 8.44 M $83.26
Q3 2022 -132,867 Reduce 1.50% 8.72 M $71.87
Q2 2022 +613,028 Add 7.44% 8.85 M $63.18
Q1 2022 -243,381 Reduce 2.87% 8.24 M $84.31
Q4 2021 -183,263 Reduce 2.11% 8.48 M $84.10
Q3 2021 -129,369 Reduce 1.47% 8.67 M $72.84
Q2 2021 -342,276 Reduce 3.75% 8.8 M $72.81
Q1 2021 -196,242 Reduce 2.10% 9.14 M $65.18
Q4 2020 -271,804 Reduce 2.83% 9.33 M $53.04
Q3 2020 -229,202 Reduce 2.33% 9.61 M $36.23
Q2 2020 -1.99 M Reduce 16.81% 9.84 M $33.74
Q1 2020 +3.27 M Add 38.31% 11.82 M $33.62
Q4 2019 -155,042 Reduce 1.78% 8.55 M $47.56
Q3 2019 -57,100 Reduce 0.65% 8.7 M $41.83
Q2 2019 -92,012 Reduce 1.04% 8.76 M $40.19
Q1 2019 +695,373 Add 8.53% 8.85 M $42.76
Q4 2018 -12,976 Reduce 0.16% 8.16 M $41.53
Q3 2018 -96,147 Reduce 1.16% 8.17 M $49.15
Q2 2018 -48,380 Reduce 0.58% 8.27 M $51.10
Q1 2018 +5,236 Add 0.06% 8.31 M $50.90
Q4 2017 -39,492 Reduce 0.47% 8.31 M $51.37
Q3 2017 +133,869 Add 1.63% 8.35 M $43.74
Q2 2017 +91,939 Add 1.13% 8.21 M $42.96
Q1 2017 -304,760 Reduce 3.62% 8.12 M $40.81
Q4 2016 -411,230 Reduce 4.65% 8.43 M $39.47
Q3 2016 -316,637 Reduce 3.46% 8.84 M $31.57
Q2 2016 +9.16 M New Buy 9.16 M $25.31

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 39 quarters since Q2 2016.

Ruane Cunniff's largest addition to The Charles Schwab Corporation (SCHW) was in Q2 2016, adding 9,155,367 shares worth $231.72 M.

According to the latest 13F filing for Q4 2025, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 5,594,948 shares of The Charles Schwab Corporation (SCHW), valued at approximately $558.99 M.

As of the Q4 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 8.73% of Ruane Cunniff's publicly disclosed stock portfolio, making it one of their key holdings.

Ruane Cunniff's peak holding in The Charles Schwab Corporation (SCHW) was 11,822,806 shares, as reported at the end of Q1 2020.