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Davis Selected Advisers: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Selected Advisers on SCHW, newest first. How the timeline and the estimate are built.

Davis Selected Advisers held 289,871 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,871 shares
    Change vs previous 13F -21,111 shares

    0.11% of the 13F portfolio, value $26,746,397.

    13F-HR 0001036325-26-000020 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 310,982 shares
    Change vs previous 13F +9,287 shares

    0.13% of the 13F portfolio, value $29,226,088.

    13F-HR 0001036325-26-000016 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 301,695 shares
    Change vs previous 13F +5,254 shares

    0.14% of the 13F portfolio, value $30,142,347.

    13F-HR 0001036325-26-000004 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 296,441 shares
    Change vs previous 13F +3 shares

    0.15% of the 13F portfolio, value $28,301,222.

    13F-HR/A 0001036325-25-000050 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 296,438 shares
    Change vs previous 13F -1,168 shares

    0.14% of the 13F portfolio, value $27,047,003.

    13F-HR 0000071701-25-000029 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 297,606 shares
    Change vs previous 13F -2,450 shares

    0.13% of the 13F portfolio, value $23,296,598.

    13F-HR 0001316506-25-000107 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 300,056 shares
    Change vs previous 13F +351 shares

    0.13% of the 13F portfolio, value $22,207,145.

    13F-HR 0001316506-25-000017 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 299,705 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $19,423,881.

    13F-HR 0001316506-24-000028 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).