François Rochon added SCHW · SCHWAB CHARLES CORP
$155M · now 0.1% of the portfolio
TRADED BY
Jun 30
FILED
Aug 26
YOU SEE IT
Oct 24
57 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$91 now
OUR VALUE
$91 today
low $99mid $131high $164
2 models, as of 2026-10-24.
Still worth a look: the price is 8% below our low estimate.
The Monday letter
One email a week: what great value investors bought and sold, and what we make of it.