Position history for DODGE & COX's holdings in SCHWAB CHARLES CORP
DODGE & COX holds 75M shares of SCHW (SCHWAB CHARLES CORP), worth $7B as of 2026-Q1. The position was decreased (-2.0% shares). SCHW represents 3.9% of DODGE & COX's portfolio.
Current Value
$7B
Current Shares
75M
Total Value Change
+$727.1M
Total Shares Change
-10.8M
Other major holders of SCHW: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 75M |
-2.0% |
| $7B |
| 3.9% |
| $95.24 |
0 |
| 2025-Q4 | Decreased | 76.5M | -7.9% | $7.6B | 4.1% | $100.21 | 0 |
| 2025-Q3 | Decreased | 83M | -1.6% | $7.9B | 4.3% | $96.29 | 0 |
| 2025-Q2 | Decreased | 84.4M | -5.0% | $7.7B | 4.3% | $89.17 | 0 |
| 2025-Q1 | Decreased | 88.8M | -0.7% | $6.9B | 4.0% | $76.86 | 0 |
| 2024-Q4 | Decreased | 89.4M | -0.2% | $6.6B | 3.8% | $72.79 | 0 |
| 2024-Q3 | Increased | 89.6M | +4.4% | $5.8B | 3.3% | $63.21 | 61 |
| 2024-Q2 | Decreased | 85.8M | -0.6% | $6.3B | 3.8% | $72.02 | 0 |