SCHWAB CHARLES CORP (SCHW): Institutional Ownership
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
42
13F filers
Aggregate Value
$17.3B
Across holders
Last Price
$90.67
2026-06-26
Sector
Financials
GICS
Holder activity7 new15 added18 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| DODGE & COX CIK 0000200217 | Institutional Manager | 75.00M | $7.0B | 40.7% | 3.9% | Reduced | $-142.0M | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 | Institutional Manager | 23.44M | $2.2B | 12.7% | 1.7% | Added | +$15.6M | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 22.22M | $2.1B | 12.0% | 0.7% | Added | +$37.6M | Q1 2026 |
| HARRIS ASSOCIATES L P CIK 0000813917 | Institutional Manager | 21.34M | $2.0B | 11.6% | 2.7% | Reduced | $-18.2M | Q1 2026 |
| VIKING GLOBAL INVESTORS LP CIK 0001103804 | Hedge Fund | 14.66M | $1.4B | 8.0% | 3.9% | Added | +$74.4M | Q1 2026 |
| Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 | Hedge Fund | 4.71M | $443.1M | 2.6% | 7.4% | Reduced | $-82.7M | Q1 2026 |
| YACKTMAN ASSET MANAGEMENT CO/IL CIK 0000905567 | Institutional Manager | 3.90M | $367.0M | 2.1% | 4.9% | Reduced | $-3.0M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 2.48M | $233.0M | 1.3% | 0.0% | Added | +$66.0M | Q1 2026 |
| COATUE MANAGEMENT LLC CIK 0001135730 | Hedge Fund | 3.08M | $228.1M | 1.3% | 0.8% | New | — | Q4 2024 |
| D1 Capital Partners L.P. CIK 0001747057 | Hedge Fund | 2.36M | $221.5M | 1.3% | 2.0% | Reduced | $-74.9M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 2.04M | $192.0M | 1.1% | 0.2% | Added | +$151.2M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 1.81M | $180.9M | 1.0% | 0.3% | Added | +$78.8M | Q4 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 1.67M | $156.6M | 0.9% | 0.2% | Reduced | $-4.1M | Q1 2026 |
| MAVERICK CAPITAL LTD CIK 0000934639 | Hedge Fund | 1.25M | $125.2M | 0.7% | 1.3% | New | — | Q4 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 813K | $76.4M | 0.4% | 0.1% | Reduced | $-179.5M | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 770K | $71.2M | 0.4% | 0.6% | Added | +$70.9M | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 610K | $57.3M | 0.3% | 0.1% | Added | +$50.6M | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 481K | $45.2M | 0.3% | 0.1% | Reduced | $-18.9M | Q1 2026 |
| ARIEL INVESTMENTS, LLC CIK 0000936753 | Institutional Manager | 403K | $37.9M | 0.2% | 0.4% | Added | +$5.7M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 375K | $35.2M | 0.2% | 0.0% | Added | +$31.2M | Q1 2026 |
Reduced
Institutional Manager
$7.0B· 40.7% of total· 3.9% port· 75.00M sh· $-142.0M QoQ· Q1 2026
Added
Institutional Manager
$2.2B· 12.7% of total· 1.7% port· 23.44M sh· +$15.6M QoQ· Q1 2026
Added
Institutional Manager
$2.1B· 12.0% of total· 0.7% port· 22.22M sh· +$37.6M QoQ· Q1 2026
Reduced
Institutional Manager
$2.0B· 11.6% of total· 2.7% port· 21.34M sh· $-18.2M QoQ· Q1 2026
Added
Hedge Fund
$1.4B· 8.0% of total· 3.9% port· 14.66M sh· +$74.4M QoQ· Q1 2026
Reduced
Hedge Fund
$443.1M· 2.6% of total· 7.4% port· 4.71M sh· $-82.7M QoQ· Q1 2026
Reduced
Institutional Manager
$367.0M· 2.1% of total· 4.9% port· 3.90M sh· $-3.0M QoQ· Q1 2026
Added
Hedge Fund
$233.0M· 1.3% of total· 0.0% port· 2.48M sh· +$66.0M QoQ· Q1 2026
New
Hedge Fund
$228.1M· 1.3% of total· 0.8% port· 3.08M sh· — QoQ· Q4 2024
Reduced
Hedge Fund
$221.5M· 1.3% of total· 2.0% port· 2.36M sh· $-74.9M QoQ· Q1 2026
Added
Hedge Fund
$192.0M· 1.1% of total· 0.2% port· 2.04M sh· +$151.2M QoQ· Q1 2026
Added
Hedge Fund
$180.9M· 1.0% of total· 0.3% port· 1.81M sh· +$78.8M QoQ· Q4 2025
Reduced
Hedge Fund
$156.6M· 0.9% of total· 0.2% port· 1.67M sh· $-4.1M QoQ· Q1 2026
New
Hedge Fund
$125.2M· 0.7% of total· 1.3% port· 1.25M sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$76.4M· 0.4% of total· 0.1% port· 813K sh· $-179.5M QoQ· Q1 2026
Added
Hedge Fund
$71.2M· 0.4% of total· 0.6% port· 770K sh· +$70.9M QoQ· Q1 2026
Added
Hedge Fund
$57.3M· 0.3% of total· 0.1% port· 610K sh· +$50.6M QoQ· Q1 2026
Reduced
Hedge Fund
$45.2M· 0.3% of total· 0.1% port· 481K sh· $-18.9M QoQ· Q1 2026
Added
Institutional Manager
$37.9M· 0.2% of total· 0.4% port· 403K sh· +$5.7M QoQ· Q1 2026
Added
Hedge Fund
$35.2M· 0.2% of total· 0.0% port· 375K sh· +$31.2M QoQ· Q1 2026
Added
Hedge Fund
$24.4M· 0.1% of total· 0.0% port· 260K sh· +$23.9M QoQ· Q1 2026
Added
Hedge Fund
$18.9M· 0.1% of total· 0.1% port· 201K sh· +$30K QoQ· Q1 2026
New
Hedge Fund
$15.5M· 0.1% of total· 0.1% port· 170K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$12.5M· 0.1% of total· 0.1% port· 133K sh· $-15.0M QoQ· Q1 2026
Reduced
Hedge Fund
$12.1M· 0.1% of total· 0.1% port· 129K sh· $-105.1M QoQ· Q1 2026
Reduced
Hedge Fund
$11.6M· 0.1% of total· 0.2% port· 123K sh· $-35.6M QoQ· Q1 2026
New
Hedge Fund
$10.0M· 0.1% of total· 0.4% port· 100K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$4.4M· 0.0% of total· 0.0% port· 69K sh· $-6.2M QoQ· Q3 2024
Reduced
Hedge Fund
$4.2M· 0.0% of total· 0.0% port· 44K sh· $-133K QoQ· Q1 2026
Reduced
Hedge Fund
$3.9M· 0.0% of total· 0.0% port· 41K sh· $-7.7M QoQ· Q1 2026
Added
Institutional Manager
$2.9M· 0.0% of total· 0.0% port· 31K sh· +$278K QoQ· Q1 2026
Added
Hedge Fund
$2.6M· 0.0% of total· 0.0% port· 27K sh· +$216K QoQ· Q1 2026
Added
Hedge Fund
$2.4M· 0.0% of total· 0.1% port· 26K sh· +$59K QoQ· Q1 2026
New
Hedge Fund
$2.3M· 0.0% of total· 0.0% port· 23K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$2.1M· 0.0% of total· 0.0% port· 23K sh· $-28.9M QoQ· Q1 2026
Reduced
Hedge Fund
$1.5M· 0.0% of total· 0.0% port· 16K sh· $-25.5M QoQ· Q1 2026
New
Institutional Manager
$1.3M· 0.0% of total· 0.0% port· 13K sh· — QoQ· Q4 2025
Unchanged
Institutional Manager
$1.2M· 0.0% of total· 0.0% port· 13K sh· +$0 QoQ· Q1 2026
New
Family Office
$992K· 0.0% of total· 0.0% port· 11K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$616K· 0.0% of total· 0.0% port· 7K sh· $-15K QoQ· Q1 2026
Reduced
Hedge Fund
$208K· 0.0% of total· 0.0% port· 2K sh· $-8.2M QoQ· Q1 2026
Unchanged
Hedge Fund
$5K· 0.0% of total· 0.0% port· 55 sh· +$0 QoQ· Q1 2026
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