Question 1

How many shares of SCHW does DODGE & COX own?

Accepted Answer

As of 2026-Q2, DODGE & COX holds 77M shares of SCHW (SCHWAB (CHARLES) CORP).

Question 2

What is DODGE & COX's SCHW position worth?

Accepted Answer

As of 2026-Q2, DODGE & COX's SCHW position is worth $7.1B.

Question 3

Is DODGE & COX buying or selling SCHW?

Accepted Answer

In 2026-Q2, DODGE & COX increased their SCHW position (+2.6% change in shares).

Question 4

When did DODGE & COX first buy SCHW?

Accepted Answer

Based on available 13F filings, DODGE & COX first reported a position in SCHW in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	77M	+2.6%	$7.1B	3.7%	$92.00	60
2026-Q1	Decreased	75M	-2.0%	$7B	3.9%	$93.37	0
2025-Q4	Decreased	76.5M	-7.9%	$7.6B	4.1%	$98.93	0
2025-Q3	Decreased	83M	-1.6%	$7.9B	4.3%	$94.27	0
2025-Q2	Decreased	84.4M	-5.0%	$7.7B	4.3%	$89.84	0
2025-Q1	Decreased	88.8M	-0.7%	$6.9B	4.0%	$76.83	0
2024-Q4	Decreased	89.4M	-0.2%	$6.6B	3.8%	$72.40	0
2024-Q3	Increased	89.6M	+4.4%	$5.8B	3.3%	$63.18	61

SCHWShowing 8 of 31 quarters

SCHW
Showing 8 of 31 quarters