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Donald Yacktman → SCHW-PJ via YACKTMAN ASSET MANAGEMENT LP
Donald Yacktman SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
14
Latest value
$378.5M
Q2 2026
Peak value
$454.4M
First seen
Q1 2023
Quarter-by-quarter history
Every disclosed snapshot
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $378.5M | 4.10M | — | — |
| Q1 2026 | $367M | 3.90M | — | — |
| Q4 2025 | $393.3M | 3.94M | — | — |
| Q3 2025 | $400.5M | 4.19M | — | — |
| Q2 2025 | $416.5M | 4.57M | — | — |
| Q1 2025 | $368.6M | 4.71M | — | — |
| Q4 2024 | $360.7M | 4.87M | — | — |
| Q3 2024 | $350.3M | 5.40M | — | — |
| Q2 2024 | $435.3M | 5.91M | — | — |
| Q1 2024 | $454.4M | 6.28M | — | — |
| Q4 2023 | $434.6M | 6.32M | — | — |
| Q3 2023 | $349M | 6.36M | — | — |
| Q2 2023 | $361.3M | 6.37M | — | — |
| Q1 2023 | $329.8M | 6.30M | — | — |