Dodge & Cox SCHW Holdings History

Number of Shares
88.75 Mil
Current Holdings Value*
$6.95 Bil
% of Portfolio
3.96%
Total Estimate Gain
$7.10 Bil
% of Total Estimate Gain
162.88%

Dodge & Cox's Charles Schwab Corp Holding Summary

As of 2025-03-31, Dodge & Cox held 88.75 Mil shares of Charles Schwab Corp(SCHW), totaling $6.95 Bil. This investment constitutes 3.96% of their stock portfolio, and Dodge & Cox now holds 4.88% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2010Q1. And since then Dodge & Cox has made 29 purchases of SCHW, at an average price of $27.80, for a total of 156.85 Mil shares. In addition, there have been 32 sales at an average price of $48.03 for 68.10 Mil shares. Based on historical transaction data and SCHW's current price of $92.32, Dodge & Cox's estimated gain on his SCHW holdings is $7.10 Bil, reflecting a 162.88% gain to date.

Dodge & Cox SCHW ($92.32) Holding Chart

Dodge & Cox SCHW ($92.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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