The Charles Schwab Corp. (SCHW): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in SCHW · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
50
13F filers
Aggregate Value
$20.0B
Across holders
Last Price
$113.65
2026-08-24
Sector
Financials
GICS
Quarterly fund activity30 increased18 reduced4 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| DODGE & COX CIK 0000200217 | Institutional Manager | 76.97M | $7.1B | 35.5% | 3.7% | Added | +$181.4M | Q2 2026 |
| PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 | Institutional Manager | 25.12M | $2.3B | 11.6% | 1.4% | Added | +$154.9M | Q2 2026 |
| HARRIS ASSOCIATES L P CIK 0000813917 | Institutional Manager | 24.20M | $2.2B | 11.2% | 3.0% | Added | +$2.1B | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 21.95M | $2.0B | 10.1% | 0.6% | Reduced | $-24.5M | Q2 2026 |
| VIKING GLOBAL INVESTORS LP CIK 0001103804 | Hedge Fund | 10.64M | $981.6M | 4.9% | 2.8% | Reduced | $-371.5M | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 8.43M | $777.4M | 3.9% | 0.6% | Added | +$775.2M | Q2 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 | Hedge Fund | 7.63M | $704.2M | 3.5% | 0.3% | Added | +$431.9M | Q2 2026 |
| SHAW D E & CO INC CIK 0001009207 | Hedge Fund | 5.78M | $533.3M | 2.7% | 0.3% | Added | +$343.9M | Q2 2026 |
| Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 | Hedge Fund | 4.57M | $421.8M | 2.1% | 6.6% | Reduced | $-13.2M | Q2 2026 |
| YACKTMAN ASSET MANAGEMENT CO/IL CIK 0000905567 | Institutional Manager | 4.10M | $378.5M | 1.9% | 4.7% | Added | +$18.1M | Q2 2026 |
Added
Institutional Manager
$7.1B· 35.5% of total· 3.7% port· 76.97M sh· +$181.4M QoQ· Q2 2026
Added
Institutional Manager
$2.3B· 11.6% of total· 1.4% port· 25.12M sh· +$154.9M QoQ· Q2 2026
Added
Institutional Manager
$2.2B· 11.2% of total· 3.0% port· 24.20M sh· +$2.1B QoQ· Q2 2026
Reduced
Institutional Manager
$2.0B· 10.1% of total· 0.6% port· 21.95M sh· $-24.5M QoQ· Q2 2026
Reduced
Hedge Fund
$981.6M· 4.9% of total· 2.8% port· 10.64M sh· $-371.5M QoQ· Q2 2026
Added
Hedge Fund
$777.4M· 3.9% of total· 0.6% port· 8.43M sh· +$775.2M QoQ· Q2 2026
Added
Hedge Fund
$704.2M· 3.5% of total· 0.3% port· 7.63M sh· +$431.9M QoQ· Q2 2026
Added
Hedge Fund
$533.3M· 2.7% of total· 0.3% port· 5.78M sh· +$343.9M QoQ· Q2 2026
Reduced
Hedge Fund
$421.8M· 2.1% of total· 6.6% port· 4.57M sh· $-13.2M QoQ· Q2 2026
Added
Institutional Manager
$378.5M· 1.9% of total· 4.7% port· 4.10M sh· +$18.1M QoQ· Q2 2026
Added
Hedge Fund
$371.5M· 1.9% of total· 0.1% port· 4.03M sh· +$369.0M QoQ· Q2 2026
Added
Hedge Fund
$314.3M· 1.6% of total· 0.0% port· 3.41M sh· +$301.6M QoQ· Q2 2026
Added
Hedge Fund
$227.6M· 1.1% of total· 0.7% port· 2.47M sh· +$10.1M QoQ· Q2 2026
Reduced
Hedge Fund
$208.7M· 1.0% of total· 0.2% port· 2.26M sh· $-156.4M QoQ· Q2 2026
Added
Hedge Fund
$190.4M· 1.0% of total· 0.3% port· 2.06M sh· +$185.6M QoQ· Q2 2026
Reduced
Hedge Fund
$188.0M· 0.9% of total· 0.2% port· 2.04M sh· +$179.5M QoQ· Q2 2026
Added
Hedge Fund
$176.3M· 0.9% of total· 0.2% port· 1.91M sh· — QoQ· Q2 2026
Added
Hedge Fund
$128.7M· 0.6% of total· 1.0% port· 1.39M sh· $-102.9M QoQ· Q2 2026
Added
Hedge Fund
$114.9M· 0.6% of total· 0.0% port· 1.25M sh· +$54.8M QoQ· Q2 2026
Reduced
Hedge Fund
$103.1M· 0.5% of total· 0.1% port· 1.12M sh· $-50.7M QoQ· Q2 2026
Added
Hedge Fund
$70.2M· 0.4% of total· 0.5% port· 735K sh· +$20.9M QoQ· Q3 2025
Added
Institutional Manager
$48.5M· 0.2% of total· 0.5% port· 525K sh· +$11.3M QoQ· Q2 2026
Added
Hedge Fund
$47.2M· 0.2% of total· 0.1% port· 511K sh· +$39.4M QoQ· Q2 2026
Added
Hedge Fund
$46.0M· 0.2% of total· 0.1% port· 498K sh· +$34.9M QoQ· Q2 2026
Reduced
Hedge Fund
$44.8M· 0.2% of total· 0.2% port· 485K sh· $-93.3M QoQ· Q2 2026
Added
Hedge Fund
$35.1M· 0.2% of total· 0.1% port· 380K sh· +$26.3M QoQ· Q2 2026
Reduced
Hedge Fund
$33.3M· 0.2% of total· 0.0% port· 361K sh· +$26.2M QoQ· Q2 2026
Added
Hedge Fund
$33.0M· 0.2% of total· 1.2% port· 358K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$29.5M· 0.1% of total· 0.0% port· 319K sh· $-115.8M QoQ· Q2 2026
Added
Hedge Fund
$22.2M· 0.1% of total· 0.1% port· 240K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$17.4M· 0.1% of total· 0.1% port· 189K sh· $-69.6M QoQ· Q2 2026
Added
Hedge Fund
$14.6M· 0.1% of total· 0.4% port· 158K sh· +$13.3M QoQ· Q2 2026
Reduced
Hedge Fund
$14.5M· 0.1% of total· 0.1% port· 157K sh· +$12.4M QoQ· Q2 2026
Reduced
Hedge Fund
$7.9M· 0.0% of total· 0.0% port· 86K sh· $-36.3M QoQ· Q2 2026
Added
Institutional Manager
$5.7M· 0.0% of total· 0.1% port· 61K sh· +$2.8M QoQ· Q2 2026
Added
Hedge Fund
$4.7M· 0.0% of total· 0.0% port· 73K sh· $-16.5M QoQ· Q3 2024
Reduced
Hedge Fund
$3.9M· 0.0% of total· 0.0% port· 43K sh· $-161K QoQ· Q2 2026
Added
Hedge Fund
$3.8M· 0.0% of total· 0.0% port· 41K sh· +$3.6M QoQ· Q2 2026
Reduced
Hedge Fund
$3.7M· 0.0% of total· 0.0% port· 41K sh· $-1.6M QoQ· Q2 2026
Added
Hedge Fund
$2.7M· 0.0% of total· 0.0% port· 29K sh· +$566K QoQ· Q2 2026
Reduced
Hedge Fund
$2.4M· 0.0% of total· 0.0% port· 25K sh· $-34K QoQ· Q2 2026
Added
Hedge Fund
$2.1M· 0.0% of total· 0.0% port· 22K sh· $-18.7M QoQ· Q2 2026
Added
Hedge Fund
$2.0M· 0.0% of total· 0.0% port· 22K sh· $-7.1M QoQ· Q2 2026
Added
Hedge Fund
$1.6M· 0.0% of total· 0.0% port· 18K sh· +$160K QoQ· Q2 2026
Reduced
Hedge Fund
$1.4M· 0.0% of total· 0.0% port· 16K sh· $-10.9M QoQ· Q2 2026
Unchanged
Hedge Fund
$1.4M· 0.0% of total· 0.1% port· 15K sh· +$0 QoQ· Q2 2026
Unchanged
Institutional Manager
$1.2M· 0.0% of total· 0.0% port· 13K sh· +$0 QoQ· Q2 2026
Added
Hedge Fund
$1.1M· 0.0% of total· 0.0% port· 11K sh· $-1.1M QoQ· Q2 2026
Reduced
Hedge Fund
$710K· 0.0% of total· 0.0% port· 7K sh· $-5K QoQ· Q2 2026
Reduced
Hedge Fund
$324K· 0.0% of total· 0.0% port· 4K sh· $-18.2M QoQ· Q2 2026
1–10 of 50
1 / 5
Loading recent insider activity…