SCHW
The Charles Schwab Corporation · Financials · NYSE
$92.03
▲ $0.33 (+0.36%)
Market cap
$159.5B
52-week range
$83.96 – $107.50
Volume
11.6M
Previous close
$91.70
The Charles Schwab Corporation (SCHW) is held by 30 tracked hedge fund(s) and traded by 15 member(s) of Congress. Sector: Financials. 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) | $52.38 | 2026-03-31 |
| HARRIS ASSOCIATES L P Bill Nygren |
2.7% | 21.8M | $2.0B | ▼ 1.0% (−219K) | $52.38 | 2026-03-31 |
| Artisan Partners Limited Partnership Artisan Partners Limited Partnership |
2.6% | 17.5M | $1.6B | ▲ 1.4% (+245K) | $52.38 | 2026-03-31 |
| VIKING GLOBAL INVESTORS LP Andreas Halvorsen |
3.9% | 14.7M | $1.4B | ▲ 5.7% (+792K) | $64.81 | 2026-03-31 |
| FLOSSBACH VON STORCH SE FLOSSBACH VON STORCH SE |
4.7% | 10.7M | $1.0B | ▲ 2.0% (+204K) | $52.38 | 2026-03-31 |
| BAMCO INC /NY/ Ron Baron |
2.1% | 7.5M | $701M | ▲ 5.7% (+404K) | $52.38 | 2026-03-31 |
| Allen Investment Management, LLC Allen Investment Management, LLC |
6.2% | 5.3M | $501M | ▼ 4.6% (−256K) | $52.38 | 2026-03-31 |
| Ruane, Cunniff & Goldfarb L.P. Ruane, Cunniff & Goldfarb L.P. |
7.3% | 4.7M | $443M | ▼ 16% (−880K) | $52.38 | 2026-03-31 |
| YACKTMAN ASSET MANAGEMENT LP YACKTMAN ASSET MANAGEMENT LP |
4.9% | 3.9M | $367M | ▼ 0.8% (−32K) | $52.38 | 2026-03-31 |
| LONDON CO OF VIRGINIA LONDON CO OF VIRGINIA |
2.1% | 3.6M | $335M | ▼ 13% (−537K) | $52.38 | 2026-03-31 |
| FIDUCIARY MANAGEMENT INC /WI/ FIDUCIARY MANAGEMENT INC /WI/ |
4.0% | 3.5M | $326M | ▼ 11% (−407K) | $52.38 | 2026-03-31 |
| Newlands Management Operations LLC Newlands Management Operations LLC |
1.9% | 3.2M | $300M | — | $56.68 | 2026-03-31 |
| Point72 Asset Management Steven Cohen |
0.3% | 3.0M | $295M | ▲ 2.5% (+73K) | $83.26 | 2025-12-31 |
| GENERATION INVESTMENT MANAGEMENT LLP GENERATION INVESTMENT MANAGEMENT LLP |
2.3% | 2.7M | $258M | ▼ 65% (−5.1M) | $52.38 | 2026-03-31 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
1.3% | 2.5M | $239M | ▲ 1.4% (+34K) | $52.38 | 2026-03-31 |
| D1 Capital Partners L.P. D1 Capital Partners L.P. |
2.0% | 2.4M | $222M | ▼ 25% (−797K) | $78.28 | 2026-03-31 |
| Mondrian Investment Partners LTD Mondrian Investment Partners LTD |
2.4% | 1.7M | $161M | ▼ 1.6% (−28K) | $54.90 | 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) | $52.38 | 2026-03-31 |
| PARNASSUS INVESTMENTS, LLC PARNASSUS INVESTMENTS, LLC |
0.3% | 1.3M | $121M | ▼ 0.9% (−12K) | $52.38 | 2026-03-31 |
| Findlay Park Partners LLP Findlay Park Partners LLP |
1.6% | 1.2M | $117M | ▼ 29% (−498K) | $52.38 | 2026-03-31 |
| BRISTOL JOHN W & CO INC /NY/ BRISTOL JOHN W & CO INC /NY/ |
1.8% | 1.2M | $110M | ▼ 1.2% (−14K) | $52.38 | 2026-03-31 |
| CRAWFORD INVESTMENT COUNSEL INC CRAWFORD INVESTMENT COUNSEL INC |
1.6% | 986K | $93M | ▼ 1.9% (−20K) | $52.38 | 2026-03-31 |
| SNYDER CAPITAL MANAGEMENT L P SNYDER CAPITAL MANAGEMENT L P |
1.5% | 841K | $79M | ▼ 14% (−132K) | $52.38 | 2026-03-31 |
| THORNBURG INVESTMENT MANAGEMENT INC THORNBURG INVESTMENT MANAGEMENT INC |
0.8% | 810K | $76M | ▲ 7.2% (+55K) | $0.05 | 2026-03-31 |
| Madison Asset Management, LLC Madison Asset Management, LLC |
0.8% | 722K | $68M | ▼ 5.2% (−40K) | $52.38 | 2026-03-31 |
| EQUITY INVESTMENT CORP EQUITY INVESTMENT CORP |
1.3% | 705K | $66M | ▼ 29% (−283K) | $52.38 | 2026-03-31 |
| Mediolanum International Funds Ltd Mediolanum International Funds Ltd |
0.5% | 518K | $48M | ▲ 11% (+53K) | $72.38 | 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) | $74.01 | 2026-03-31 |
FAQ ▾
Which hedge funds hold SCHW?
Tracked holders include: Dodge & Cox, HARRIS ASSOCIATES L P, Artisan Partners Limited Partnership, VIKING GLOBAL INVESTORS LP.
How much smart money owns SCHW?
30 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.