Ruane, Cunniff & Goldfarb’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $443M | Sell |
4,714,780
-880,168
| -16% | -$86.3M | 7.35% | 3 |
|
|
2025
Q4 | $559M | Sell |
5,594,948
-720,613
| -11% | -$68.4M | 8.73% | 2 |
|
|
2025
Q3 | $603M | Sell |
6,315,561
-283,261
| -4% | -$26.9M | 9.99% | 1 |
|
|
2025
Q2 | $602M | Sell |
6,598,822
-162,553
| -2% | -$13.6M | 10.32% | 1 |
|
|
2025
Q1 | $529M | Sell |
6,761,375
-142,105
| -2% | -$11.2M | 9.61% | 1 |
|
|
2024
Q4 | $511M | Sell |
6,903,480
-546,806
| -7% | -$40.9M | 8.67% | 3 |
|
|
2024
Q3 | $483M | Sell |
7,450,286
-334,771
| -4% | -$22M | 7.55% | 5 |
|
|
2024
Q2 | $574M | Sell |
7,785,057
-347,586
| -4% | -$25.7M | 8.94% | 2 |
|
|
2024
Q1 | $588M | Sell |
8,132,643
-337,513
| -4% | -$22.2M | 9.13% | 2 |
|
|
2023
Q4 | $583M | Sell |
8,470,156
-210,679
| -2% | -$12.2M | 9.31% | 2 |
|
|
2023
Q3 | $477M | Sell |
8,680,835
-267,834
| -3% | -$16.2M | 7.91% | 4 |
|
|
2023
Q2 | $507M | Buy |
8,948,669
+708,991
| +9% | +$37.1M | 8% | 4 |
|
|
2023
Q1 | $432M | Sell |
8,239,678
-199,886
| -2% | -$14.6M | 7.05% | 4 |
|
|
2022
Q4 | $703M | Sell |
8,439,564
-280,526
| -3% | -$21.8M | 10.98% | 1 |
|
|
2022
Q3 | $627M | Sell |
8,720,090
-132,867
| -2% | -$9.22M | 9.31% | 2 |
|
|
2022
Q2 | $559M | Buy |
8,852,957
+613,028
| +7% | +$42.3M | 7.29% | 5 |
|
|
2022
Q1 | $695M | Sell |
8,239,929
-243,381
| -3% | -$21.4M | 6.84% | 4 |
|
|
2021
Q4 | $713M | Sell |
8,483,310
-183,263
| -2% | -$14.8M | 6.09% | 7 |
|
|
2021
Q3 | $631M | Sell |
8,666,573
-129,369
| -1% | -$9.24M | 5.67% | 7 |
|
|
2021
Q2 | $640M | Sell |
8,795,942
-342,276
| -4% | -$24.2M | 5.68% | 8 |
|
|
2021
Q1 | $596M | Sell |
9,138,218
-196,242
| -2% | -$11.9M | 5.6% | 5 |
|
|
2020
Q4 | $495M | Sell |
9,334,460
-271,804
| -3% | -$12.3M | 5.28% | 8 |
|
|
2020
Q3 | $348M | Sell |
9,606,264
-229,202
| -2% | -$7.97M | 4.14% | 12 |
|
|
2020
Q2 | $332M | Sell |
9,835,466
-1,987,340
| -17% | -$71.2M | 4.45% | 11 |
|
|
2020
Q1 | $397M | Buy |
11,822,806
+3,274,798
| +38% | +$137M | 6.37% | 4 |
|
|
2019
Q4 | $407M | Sell |
8,548,008
-155,042
| -2% | -$6.83M | 5.03% | 9 |
|
|
2019
Q3 | $364M | Sell |
8,703,050
-57,100
| -0.7% | -$2.3M | 4.78% | 10 |
|
|
2019
Q2 | $352M | Sell |
8,760,150
-92,012
| -1% | -$4.01M | 4.74% | 10 |
|
|
2019
Q1 | $379M | Buy |
8,852,162
+695,373
| +9% | +$31.4M | 3.86% | 11 |
|
|
2018
Q4 | $339M | Sell |
8,156,789
-12,976
| -0.2% | -$587K | 3.73% | 12 |
|
|
2018
Q3 | $402M | Sell |
8,169,765
-96,147
| -1% | -$4.91M | 3.69% | 12 |
|
|
2018
Q2 | $422M | Sell |
8,265,912
-48,380
| -0.6% | -$2.68M | 3.78% | 11 |
|
|
2018
Q1 | $423M | Buy |
8,314,292
+5,236
| +0.1% | +$281K | 3.88% | 10 |
|
|
2017
Q4 | $427M | Sell |
8,309,056
-39,492
| -0.5% | -$1.86M | 3.5% | 10 |
|
|
2017
Q3 | $365M | Buy |
8,348,548
+133,869
| +2% | +$5.56M | 3.2% | 13 |
|
|
2017
Q2 | $353M | Buy |
8,214,679
+91,939
| +1% | +$3.68M | 3.26% | 11 |
|
|
2017
Q1 | $331M | Sell |
8,122,740
-304,760
| -4% | -$12.6M | 3.13% | 12 |
|
|
2016
Q4 | $333M | Sell |
8,427,500
-411,230
| -5% | -$14.7M | 3.13% | 12 |
|
|
2016
Q3 | $279M | Sell |
8,838,730
-316,637
| -3% | -$9.28M | 2.62% | 13 |
|
|
2016
Q2 | $232M | Buy |
+9,155,367
| New | +$260M | 2.21% | 17 |
|
Other funds holding SCHW
VCM
VPM
Ruane, Cunniff & Goldfarb's SCHW Position: Q1 2026 in Review
Ruane, Cunniff & Goldfarb reduced its Charles Schwab (SCHW) stake by 16% in Q1 2026, selling an estimated $86.3M and leaving 4,714,780 shares worth $443M. The position accounts for 7.35% of the portfolio, ranked #3.
Ruane, Cunniff & Goldfarb first reported a position in SCHW in Q2 2016 and has held it in 40 quarters since. The position peaked at $713M in Q4 2021. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Ruane, Cunniff & Goldfarb held 4,714,780 shares of Charles Schwab worth $443M as of Q1 2026.
- Ruane, Cunniff & Goldfarb sold 880,168 Charles Schwab shares in Q1 2026, an estimated $86.3M.
- Charles Schwab made up 7.35% of Ruane, Cunniff & Goldfarb's portfolio in Q1 2026, its #3 holding.
- Ruane, Cunniff & Goldfarb first reported a position in Charles Schwab in Q2 2016 and has held it in 40 quarters since.
- Ruane, Cunniff & Goldfarb's Charles Schwab position peaked at $713M in Q4 2021.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Ruane, Cunniff & Goldfarb's 13F filing for Q1 2026, filed 15 May 2026.