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      Current Value of Holding

      $446M

      Shares

      4.57M

      % of Portfolio

      5.63%

      Average Buy Price

      $58.2

      Avg closing price
      Price range

      24 Donald Yacktman Charles Schwab Trades

      Donald Yacktman acquired 4.57M Charles Schwab shares worth $446M. That's 5.63% of their entire equity portfolio (3rd largest holding). The first Charles Schwab trade was made in Q2 2019. Since then Donald Yacktman bought shares nine more times and sold shares on fourteen occasions. The stake costed the investor $266M, netting the investor a gain of 68% so far.

      Avg closing price
      Price range
      Sold 3.1% shares (-144k shares) Q2 2025
      Avg closing price $83.77
      Price range $69.06 - $91.24
      Sold 3.4% shares (-165k shares) Q1 2025
      Avg closing price $78.39
      Price range $71.24 - $83.64
      Sold 9.8% shares (-530k shares) Q4 2024
      Avg closing price $74.94
      Price range $63.35 - $82.85
      Sold 8.5% shares (-502k shares) Q3 2024
      Avg closing price $65.81
      Price range $61.74 - $76.08
      Sold 6.0% shares (-374k shares) Q2 2024
      Avg closing price $73.87
      Price range $70.03 - $78.90
      Sold 0.6% shares (-35.4k shares) Q1 2024
      Avg closing price $65.86
      Price range $61.89 - $72.38
      Sold 0.6% shares (-39.8k shares) Q4 2023
      Avg closing price $57.75
      Price range $49.33 - $70.98
      Sold 0.3% shares (-18.8k shares) Q3 2023
      Avg closing price $60.44
      Price range $54.20 - $67.94
      Increased shares by 1.2% (+77.7k shares) Q2 2023
      Avg closing price $52.38
      Price range $47.37 - $57.14
      Increased shares by 47.0% (+2.01M shares) Q1 2023
      Avg closing price $73.23
      Price range $51.91 - $85.62
      Increased shares by 19.7% (+705k shares) Q4 2022
      Avg closing price $77.61
      Price range $67.43 - $83.26
      Increased shares by 2.6% (+91.7k shares) Q3 2022
      Avg closing price $69.43
      Price range $60.57 - $77.18
      Increased shares by 0.6% (+22.1k shares) Q2 2022
      Avg closing price $68.96
      Price range $59.99 - $83.83
      Sold 0.8% shares (-26.8k shares) Q1 2022
      Avg closing price $87.96
      Price range $75.69 - $95.53
      Increased shares by 0.6% (+21.5k shares) Q4 2021
      Avg closing price $80.89
      Price range $73.23 - $85.82
      Sold 0.3% shares (-11.6k shares) Q3 2021
      Avg closing price $71.42
      Price range $66.68 - $77.38
      Sold 0.5% shares (-16.8k shares) Q2 2021
      Avg closing price $70.77
      Price range $63.69 - $76.01
      Increased shares by 1.0% (+36.2k shares) Q1 2021
      Avg closing price $60.64
      Price range $51.54 - $67.65
      Increased shares by 7732.8% (+3.42M shares) Q4 2020
      Avg closing price $45.27
      Price range $36.75 - $53.04
      Sold 26.2% shares (-15.7k shares) Q3 2020
      Avg closing price $34.79
      Price range $33.02 - $36.28

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