Current Value of Holding

$123M

Shares

1.38M

% of Portfolio

0.67%

Average Buy Price

$37.1

Avg closing price
Price range

38 Tom Gayner Charles Schwab Trades

Tom Gayner acquired 1.38M Charles Schwab shares worth $123M. That's 0.67% of their equity portfolio (34th largest holding). The first Charles Schwab trade was made in Q4 2007. Since then Tom Gayner bought shares 30 more times and sold shares on seven occasions. The stake costed the investor $51.4M, netting the investor a gain of 139% so far.

Avg closing price
Price range
Increased shares by 0.6% (+8k shares) Q1 2026
Avg closing price $99.59
Price range $91.24 - $107.21
Increased shares by 0.8% (+11k shares) Q4 2025
Avg closing price $94.82
Price range $90.50 - $101.89
Increased shares by 0.1% (+1k shares) Q1 2025
Avg closing price $78.39
Price range $71.24 - $83.64
Increased shares by 1.0% (+13k shares) Q4 2024
Avg closing price $74.94
Price range $63.35 - $82.85
Sold 1.2% shares (-16k shares) Q3 2024
Avg closing price $65.81
Price range $61.74 - $76.08
Increased shares by 1.0% (+13k shares) Q2 2024
Avg closing price $73.87
Price range $70.03 - $78.90
Increased shares by 1.4% (+19k shares) Q1 2024
Avg closing price $65.86
Price range $61.89 - $72.38
Increased shares by 4.5% (+58k shares) Q4 2023
Avg closing price $57.75
Price range $49.33 - $70.98
Increased shares by 2.4% (+30.5k shares) Q3 2023
Avg closing price $60.44
Price range $54.20 - $67.94
Increased shares by 6.8% (+79.6k shares) Q2 2023
Avg closing price $52.38
Price range $47.37 - $57.14
Increased shares by 2.8% (+31.4k shares) Q1 2023
Avg closing price $73.23
Price range $51.91 - $85.62
Increased shares by 1.7% (+19k shares) Q4 2022
Avg closing price $77.61
Price range $67.43 - $83.26
Increased shares by 1.2% (+13k shares) Q3 2022
Avg closing price $69.43
Price range $60.57 - $77.18
Increased shares by 0.7% (+8k shares) Q2 2022
Avg closing price $68.96
Price range $59.99 - $83.83
Increased shares by 1.2% (+12.6k shares) Q1 2020
Avg closing price $41.97
Price range $28.43 - $49.00
Increased shares by 1.3% (+13.7k shares) Q4 2019
Avg closing price $44.08
Price range $35.10 - $51.07
Increased shares by 1.1% (+12k shares) Q3 2019
Avg closing price $40.36
Price range $36.12 - $44.28
Sold 0.0% shares (-100 shares) Q2 2019
Avg closing price $43.58
Price range $39.15 - $46.26
Increased shares by 0.0% (+100 shares) Q3 2018
Avg closing price $51.07
Price range $49.15 - $54.22
New holding (+1.06M shares) Q1 2015
Avg closing price $28.99
Price range $25.96 - $31.05

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