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      <address id=SSjMaZxIp><nobr id=SSjMaZxIp><nobr id=SSjMaZxIp></nobr></nobr></address>

      Current Value of Holding

      $39.6M

      Shares

      406k

      % of Portfolio

      0.41%

      Average Buy Price

      $49.8

      Avg closing price
      Price range

      22 John W. Rogers Jr. Charles Schwab Trades

      John W. Rogers Jr.'s position in Charles Schwab is currently worth $39.6M. That's 0.41% of their equity portfolio (53rd largest holding). The first Charles Schwab trade was made in Q1 2020. Since then John W. Rogers Jr. bought shares eight more times and sold shares on thirteen occasions. The stake costed the investor $20.2M, netting the investor a gain of 96% so far.

      Avg closing price
      Price range
      Sold 27.3% shares (-152k shares) Q2 2025
      Avg closing price $83.77
      Price range $69.06 - $91.24
      Sold 3.9% shares (-22.6k shares) Q1 2025
      Avg closing price $78.39
      Price range $71.24 - $83.64
      Sold 13.3% shares (-89.2k shares) Q4 2024
      Avg closing price $74.94
      Price range $63.35 - $82.85
      Increased shares by 14.7% (+86.1k shares) Q3 2024
      Avg closing price $65.81
      Price range $61.74 - $76.08
      Sold 29.8% shares (-248k shares) Q2 2024
      Avg closing price $73.87
      Price range $70.03 - $78.90
      Sold 13.5% shares (-130k shares) Q1 2024
      Avg closing price $65.86
      Price range $61.89 - $72.38
      Sold 3.2% shares (-31.5k shares) Q4 2023
      Avg closing price $57.75
      Price range $49.33 - $70.98
      Sold 5.3% shares (-55.8k shares) Q3 2023
      Avg closing price $60.44
      Price range $54.20 - $67.94
      Increased shares by 3.5% (+35.8k shares) Q2 2023
      Avg closing price $52.38
      Price range $47.37 - $57.14
      Increased shares by 14.6% (+129k shares) Q1 2023
      Avg closing price $73.23
      Price range $51.91 - $85.62
      Sold 20.4% shares (-227k shares) Q4 2022
      Avg closing price $77.61
      Price range $67.43 - $83.26
      Sold 7.1% shares (-84.4k shares) Q3 2022
      Avg closing price $69.43
      Price range $60.57 - $77.18
      Increased shares by 40.2% (+343k shares) Q2 2022
      Avg closing price $68.96
      Price range $59.99 - $83.83
      Increased shares by 6.3% (+50.2k shares) Q1 2022
      Avg closing price $87.96
      Price range $75.69 - $95.53
      Sold 12.2% shares (-111k shares) Q4 2021
      Avg closing price $80.89
      Price range $73.23 - $85.82
      Sold 5.6% shares (-54.5k shares) Q3 2021
      Avg closing price $71.42
      Price range $66.68 - $77.38
      Sold 17.4% shares (-204k shares) Q2 2021
      Avg closing price $70.77
      Price range $63.69 - $76.01
      Increased shares by 1.8% (+20.4k shares) Q1 2021
      Avg closing price $60.64
      Price range $51.54 - $67.65
      Sold 8.1% shares (-101k shares) Q4 2020
      Avg closing price $45.27
      Price range $36.75 - $53.04
      Increased shares by 26.5% (+262k shares) Q3 2020
      Avg closing price $34.79
      Price range $33.02 - $36.28

      News about Charles Schwab Corp. and John W. Rogers Jr.

      Reasons for the Outperformance of Charles Schwab Corporation (SCHW)

      Reasons for the Outperformance of Charles Schwab Corporation (SCHW)

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      Insider Monkey Insider Monkey, over 1 year ago
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      Reasons For The Charles Schwab Corporation (SCHW)¡¯s Outperformance in Q3

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