SCHW
The Charles Schwab Corporation ·
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Market cap
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52-week range
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Volume
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Previous close
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The Charles Schwab Corporation (SCHW) is held by 33 tracked hedge fund(s) and traded by 15 member(s) of Congress. Largest tracked holder: Dodge & Cox.
| Fund | % of portfolio | Shares | Value | Latest activity | Avg buy price | Date |
|---|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox |
3.9% | 75.0M | $7.0B | ▼ 2.0% (−1.5M) | $54.40 | 2026-03-31 |
| PRIMECAP MANAGEMENT CO/CA/ PRIMECAP MANAGEMENT CO/CA/ |
1.7% | 23.4M | $2.2B | ▲ 0.7% (+166K) | $82.94 | 2026-03-31 |
| Fisher Asset Management, LLC Ken Fisher |
0.7% | 22.2M | $2.1B | ▲ 1.8% (+400K) | $57.25 | 2026-03-31 |
| HARRIS ASSOCIATES L P Bill Nygren |
2.7% | 21.8M | $2.0B | ▼ 1.0% (−219K) | $60.15 | 2026-03-31 |
| Artisan Partners Limited Partnership Artisan Partners Limited Partnership |
2.6% | 17.5M | $1.6B | ▲ 1.4% (+245K) | $63.25 | 2026-03-31 |
| VIKING GLOBAL INVESTORS LP Andreas Halvorsen |
3.9% | 14.7M | $1.4B | ▲ 5.7% (+792K) | $75.65 | 2026-03-31 |
| FLOSSBACH VON STORCH SE FLOSSBACH VON STORCH SE |
4.7% | 10.7M | $1.0B | ▲ 2.0% (+204K) | $54.10 | 2026-03-31 |
| BAMCO INC /NY/ Ron Baron |
2.1% | 7.5M | $701M | ▲ 5.7% (+404K) | $55.39 | 2026-03-31 |
| TWO SIGMA INVESTMENTS, LP John Overdeck |
0.4% | 5.4M | $509M | ▲ 106% (+2.8M) | $87.32 | 2026-03-31 |
| Allen Investment Management, LLC Allen Investment Management, LLC |
6.2% | 5.3M | $501M | ▼ 4.6% (−256K) | $54.01 | 2026-03-31 |
| Ruane, Cunniff & Goldfarb L.P. Ruane, Cunniff & Goldfarb L.P. |
7.3% | 4.7M | $443M | ▼ 16% (−880K) | $52.72 | 2026-03-31 |
| YACKTMAN ASSET MANAGEMENT LP YACKTMAN ASSET MANAGEMENT LP |
4.9% | 3.9M | $367M | ▼ 0.8% (−32K) | $52.43 | 2026-03-31 |
| LONDON CO OF VIRGINIA LONDON CO OF VIRGINIA |
2.1% | 3.6M | $335M | ▼ 13% (−537K) | $54.24 | 2026-03-31 |
| FIDUCIARY MANAGEMENT INC /WI/ FIDUCIARY MANAGEMENT INC /WI/ |
4.0% | 3.5M | $326M | ▼ 11% (−407K) | $54.41 | 2026-03-31 |
| Newlands Management Operations LLC Newlands Management Operations LLC |
1.9% | 3.2M | $300M | — | $56.68 | 2026-03-31 |
| GENERATION INVESTMENT MANAGEMENT LLP GENERATION INVESTMENT MANAGEMENT LLP |
2.3% | 2.7M | $258M | ▼ 65% (−5.1M) | $59.84 | 2026-03-31 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
1.3% | 2.5M | $239M | ▲ 1.4% (+34K) | $64.59 | 2026-03-31 |
| D1 Capital Partners L.P. D1 Capital Partners L.P. |
2.0% | 2.4M | $222M | ▼ 25% (−797K) | $79.62 | 2026-03-31 |
| Mondrian Investment Partners LTD Mondrian Investment Partners LTD |
2.4% | 1.7M | $161M | ▼ 1.6% (−28K) | $71.27 | 2026-03-31 |
| Giverny Capital Francois Rochon |
5.3% | 1.5M | $144M | ▼ 3.1% (−49K) | $69.61 | 2026-03-31 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC CAPITOLIS LIQUID GLOBAL MARKETS LLC |
0.9% | 1.4M | $135M | NEW (+1.4M) | $93.98 | 2026-03-31 |
| Markel Group Inc. Markel Group Inc. |
1.1% | 1.4M | $130M | ▲ 0.6% (+8K) | $54.67 | 2026-03-31 |
| PARNASSUS INVESTMENTS, LLC PARNASSUS INVESTMENTS, LLC |
0.3% | 1.3M | $121M | ▼ 0.9% (−12K) | $55.82 | 2026-03-31 |
| Findlay Park Partners LLP Findlay Park Partners LLP |
1.6% | 1.2M | $117M | ▼ 29% (−498K) | $59.15 | 2026-03-31 |
| BRISTOL JOHN W & CO INC /NY/ BRISTOL JOHN W & CO INC /NY/ |
1.8% | 1.2M | $110M | ▼ 1.2% (−14K) | $63.94 | 2026-03-31 |
| CRAWFORD INVESTMENT COUNSEL INC CRAWFORD INVESTMENT COUNSEL INC |
1.6% | 986K | $93M | ▼ 1.9% (−20K) | $65.96 | 2026-03-31 |
| SNYDER CAPITAL MANAGEMENT L P SNYDER CAPITAL MANAGEMENT L P |
1.5% | 841K | $79M | ▼ 14% (−132K) | $68.80 | 2026-03-31 |
| THORNBURG INVESTMENT MANAGEMENT INC THORNBURG INVESTMENT MANAGEMENT INC |
0.8% | 810K | $76M | ▲ 7.2% (+55K) | $76.91 | 2026-03-31 |
| Madison Asset Management, LLC Madison Asset Management, LLC |
0.8% | 722K | $68M | ▼ 5.2% (−40K) | $56.77 | 2026-03-31 |
| EQUITY INVESTMENT CORP EQUITY INVESTMENT CORP |
1.3% | 705K | $66M | ▼ 29% (−283K) | $54.23 | 2026-03-31 |
| Mediolanum International Funds Ltd Mediolanum International Funds Ltd |
0.5% | 518K | $48M | ▲ 11% (+53K) | $89.55 | 2026-03-31 |
| Blue Sparrow, LLC /DE Blue Sparrow, LLC /DE |
0.6% | 346K | $33M | ▼ 74% (−999K) | $99.91 | 2026-03-31 |
| CAISSE DES DEPOTS ET CONSIGNATIONS CAISSE DES DEPOTS ET CONSIGNATIONS |
0.1% | 96K | $9M | ▲ 1.2% (+1K) | $77.49 | 2026-03-31 |
FAQ ▾
Which hedge funds hold SCHW?
Tracked holders include: Dodge & Cox, PRIMECAP MANAGEMENT CO/CA/, Fisher Asset Management, LLC, HARRIS ASSOCIATES L P.
How much smart money owns SCHW?
33 tracked hedge fund(s) and 15 member(s) of Congress have disclosed positions.
Are members of Congress trading SCHW?
Yes — 15 member(s) have disclosed SCHW trades. See the Congress tab.
Where does this data come from?
SEC 13F filings (funds), Form 4 (insiders) and STOCK Act reports (Congress).
Sourced from SEC 13F, Form 4 & STOCK Act filings · Not investment advice ▾
Ownership from SEC filings; price from market data.
Published by WealthFile · Not investment advice.