YACKTMAN ASSET MANAGEMENT LP

Position in SCHW — Schwab Charles Corp

CIK 905567 AUSTIN, TX

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$366,978,366

-$26,321,345 QoQ

Shares Held

3,904,856

-0.8% QoQ

Ownership

0.225%

of shares outstanding

% of Portfolio

5.67%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.89308184475945.ToString("F0")% Shared 0.ToString("F0")% None 0.10691815524055176.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

YACKTMAN ASSET MANAGEMENT LP holds $371,489,085 across 3 Capital Markets names. SCHW ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	3,904,856	$366,978,366
2	GS	Goldman Sachs Group Inc	5,095	$4,310,319
3	GOLD	Gold.com, Inc.	5,000	$200,400

All Filings in SCHW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$366,978,366	3,904,856	-0.8%	Shares	Sole	2026-05-01
2025-12-31	$393,299,711	3,936,540	-6.2%	Shares	Sole	2026-02-03
2025-09-30	$400,462,853	4,194,646	-8.1%	Shares	Sole	2025-11-04
2025-06-30	$416,544,723	4,565,374	-3.1%	Shares	Sole	2025-08-06
2025-03-31	$368,623,886	4,709,043	-3.4%	Shares	Sole	2025-04-30
2024-12-31	$360,729,920	4,874,070	-9.8%	Shares	Sole	2025-01-29
2024-09-30	$350,251,451	5,404,281	-8.5%	Shares	Sole	2024-10-30
2024-06-30	$435,260,448	5,906,642	-6.0%	Shares	Sole	2024-08-02
2024-03-31	$454,367,105	6,280,994	-0.6%	Shares	Sole	2024-05-02
2023-12-31	$434,565,636	6,316,361	-0.6%	Shares	Sole	2024-02-02
2023-09-30	$348,950,603	6,356,113	-0.3%	Shares	Sole	2023-11-01
2023-06-30	$361,330,012	6,374,912	+1.2%	Shares	Sole	2023-08-08
2023-03-31	$329,845,712	6,297,169	+47.0%	Shares	Sole	2023-05-08
2022-12-31	$356,598,250	4,282,948	+19.7%	Shares	Sole	2023-01-26
2022-09-30	$257,173,355	3,578,313	+2.6%	Shares	Sole	2022-11-07
2022-06-30	$220,287,178	3,486,660	+0.6%	Shares	Sole	2022-08-04
2022-03-31	$292,098,824	3,464,581	-0.8%	Shares	Sole	2022-05-02
2021-12-31	$293,625,730	3,491,388	+0.6%	Shares	Sole	2022-02-02
2021-09-30	$252,749,555	3,469,928	-0.3%	Shares	Sole	2021-11-01
2021-06-30	$253,491,000	3,481,541	-0.5%	Shares	Sole	2021-08-03
2021-03-31	$228,019,585	3,498,306	+1.0%	Shares	Sole	2021-05-04
2020-12-31	$183,630,102	3,462,106	+7732.8%	Shares	Sole	2021-02-01
2020-09-30	$1,601,366	44,200	-26.2%	Shares	Sole	2020-10-30
2020-06-30	$2,021,026	59,900	-6.3%	Shares	Sole	2020-08-06
2020-03-31	$2,148,318	63,900	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.