13F Portfolios

Ruane, Cunniff & Goldfarb L.P. — CHARLES SCHWAB CORPORATION (SCHW) SCHW: Quarterly 13F Position History

Ruane, Cunniff & Goldfarb L.P. has reported CHARLES SCHWAB CORPORATION (SCHW) (SCHW) on 33 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2018. As of Q1 2026, the position is sized at 4,714,780 shares ($443.1M market value, 7.35% of the equity book). Quarter-over-quarter share count change: 880,168 (-15.7%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 33 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 4,714,780 880,168 -15.7% $443.1M 7.35% $93.98
Q4 2025 5,594,948 720,613 -11.4% $559.0M 8.73% $99.91
Q3 2025 6,315,561 283,261 -4.3% $602.9M 9.99% $95.47
Q2 2025 6,598,822 162,553 -2.4% $602.1M 10.32% $91.24
Q1 2025 6,761,375 142,105 -2.1% $529.3M 9.61% $78.28
Q4 2024 6,903,480 546,806 -7.3% $510.9M 8.67% $74.01
Q3 2024 7,450,286 334,771 -4.3% $482.9M 7.55% $64.81
Q2 2024 7,785,057 347,586 -4.3% $573.7M 8.94% $73.69
Q1 2024 8,132,643 337,513 -4.0% $588.3M 9.13% $72.34
Q4 2023 8,470,156 210,679 -2.4% $582.7M 9.31% $68.80
Q3 2023 8,680,835 267,834 -3.0% $476.6M 7.91% $54.90
Q2 2023 8,948,669 +708,991 +8.6% $507.2M 8.00% $56.68
Q1 2023 8,239,678 199,886 -2.4% $431.6M 7.05% $52.38
Q4 2022 8,439,564 280,526 -3.2% $702.7M 10.98% $83.26
Q3 2022 8,720,090 132,867 -1.5% $626.7M 9.31% $71.87
Q2 2022 8,852,957 +613,028 +7.4% $559.3M 7.29% $63.18
Q1 2022 8,239,929 243,381 -2.9% $694.7M 6.84% $84.31
Q4 2021 8,483,310 183,263 -2.1% $713.4M 6.09% $84.10
Q3 2021 8,666,573 129,369 -1.5% $631.3M 5.67% $72.84
Q2 2021 8,795,942 342,276 -3.7% $640.4M 5.68% $72.81
Q1 2021 9,138,218 196,242 -2.1% $595.6M 5.60% $65.18
Q4 2020 9,334,460 271,804 -2.8% $495.1M 5.28% $53.04
Q3 2020 9,606,264 229,202 -2.3% $348.0M 4.14% $36.23
Q2 2020 9,835,466 1,987,340 -16.8% $331.8M 4.45% $33.74
Q1 2020 11,822,806 +3,274,798 +38.3% $397.5M 6.37% $33.62
Q4 2019 8,548,008 155,042 -1.8% $406.5M 5.03% $47.56
Q3 2019 8,703,050 71,937 -0.8% $364.0M 4.78% $41.83
Q2 2019 8,774,987 77,175 -0.9% $352.7M 3.47% $40.19
Q1 2019 8,852,162 +695,373 +8.5% $378.5M 3.86% $42.76
Q4 2018 8,156,789 12,976 -0.2% $338.8M 3.73% $41.53
Q3 2018 8,169,765 96,147 -1.2% $401.5M 3.69% $49.15
Q2 2018 8,265,912 48,380 -0.6% $422.4M 3.78% $51.10
Q1 2018 8,314,292 $423.2M 3.88% $50.90

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Ruane, Cunniff & Goldfarb L.P. first disclose a SCHW position in 13F-HR filings?

Ruane, Cunniff & Goldfarb L.P. first reported CHARLES SCHWAB CORPORATION (SCHW) (SCHW) on its 13F-HR filing for the period ending 2018-03-31 (Q1 2018). The position has appeared on 33 reported quarters within Pactolio's tracked window.

What was Ruane, Cunniff & Goldfarb L.P.'s most recent quarter-over-quarter share-count change in SCHW?

Between Q4 2025 and Q1 2026, Ruane, Cunniff & Goldfarb L.P. reduced its SCHW position by 880,168 shares (-15.7%), leaving 4,714,780 shares at a market value of $443.1M.

Does the implied price-per-share represent Ruane, Cunniff & Goldfarb L.P.'s cost basis in SCHW?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.