Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Charles Schwab Corp. (SCHW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,536,206 5.29 Reduce 3.12% 0.16 $93.98 $144,372,640 SEC
2025   Q4 1,585,661 5.28 Add 0.63% 0.03 $99.91 $158,423,391 SEC
2025   Q3 1,575,776 5.10 Add 0.53% 0.03 $95.47 $150,439,335 SEC
2025   Q2 1,567,495 4.90 Add 65.16% 1.93 $91.24 $143,018,244 SEC
2025   Q1 949,066 2.74 Add 0.12% <0.01 $78.28 $74,292,886 SEC
2024   Q4 947,927 2.56 Add 1.30% 0.03 $74.01 $70,156,077 SEC
2024   Q3 935,772 2.31 Add 7.58% 0.16 $64.81 $60,647,383 SEC
2024   Q2 869,813 2.71 Add 0.97% 0.03 $73.69 $64,096,520 SEC
2024   Q1 861,431 2.53 Add 3.30% 0.08 $72.34 $62,315,919 SEC
2023   Q4 833,904 2.70 Add 3.65% 0.10 $68.80 $57,372,595 SEC
2023   Q3 804,561 2.40 Add 6.97% 0.16 $54.90 $44,170,399 SEC
2023   Q2 752,131 2.24 Reduce 38.42% 1.48 $56.68 $42,630,785 SEC
2023   Q1 1,221,330 3.85 Reduce 1.73% 0.11 $52.38 $63,973,265 SEC
2022   Q4 1,242,854 6.40 Add 1.16% 0.07 $83.26 $103,480,024 SEC
2022   Q3 1,228,551 5.98 Add 2.92% 0.17 $71.87 $88,296,000 SEC
2022   Q2 1,193,743 4.97 Add 3.54% 0.17 $63.18 $75,421,000 SEC
2022   Q1 1,152,883 5.49 Add 0.91% 0.05 $84.31 $97,200,000 SEC
2021   Q4 1,142,461 5.13 Add 2.09% 0.10 $84.10 $96,081,000 SEC
2021   Q3 1,119,111 4.86 Add 4.79% 0.22 $72.84 $81,516,000 SEC
2021   Q2 1,067,990 4.73 Add 4.50% 0.20 $72.81 $77,760,000 SEC
2021   Q1 1,022,002 4.46 Add 2.42% 0.11 $65.18 $66,614,000 SEC
2020   Q4 997,825 4.06 Add 3.92% 0.15 $0.05 $52,925 SEC
2020   Q3 960,145 3.19 Add 0.40% 0.01 $36.23 $34,786,000 SEC
2020   Q2 956,291 3.21 Add 7.75% 0.23 $33.74 $32,265,000 SEC
2020   Q1 887,497 3.80 Reduce 6.76% 0.28 $33.62 $29,838,000 SEC
2019   Q4 951,877 4.10 Add 1.68% 0.07 $47.56 $45,271,000 SEC
2019   Q3 936,161 3.90 Add 0.86% 0.03 $41.83 $39,160,000 SEC
2019   Q2 928,197 3.77 Add 25.92% 0.78 $40.19 $37,304,000 SEC
2019   Q1 737,124 3.62 Add 10.95% 0.36 $42.76 $31,519,000 SEC
2018   Q4 664,346 3.64 Add 31.26% 0.87 $41.53 $27,590,000 SEC
2018   Q3 506,129 2.99 Buy 2.99 $49.15 $24,876,000 SEC