Schwab Charles Corp
Held by 25 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 808513105 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 25 of the investors we track own this stock. In the latest quarter, 16 of them bought more of it and 6 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
25
+1 vs last quarter (like-for-like)
Total value held
$19.38B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.3%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$1.05B
+6.5% vs last quarter
Net shares bought
+14.6M
Est. net flow +$1.34B
Quarter activity
16 bought · 6 sold
1 new · 0 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns SCHW?
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Who owns SCHW? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | Dodge & Cox | 76.97M | $7.10B | 3.7% | Added | +2.0M | +2.6% | +$181.35M |
| 2 | Bill Nygren | Harris Associates (Oakmark Funds) | 24.20M | $2.23B | 3.0% | Added | +2.4M | +11.0% | +$220.43M |
| 3 | Norges Bank | Norges Bank Investment Management | 22.66M | $2.09B | 0.2% | — | — | — | — |
| 4 | Ken Fisher | Fisher Asset Management | 21.95M | $2.03B | 0.6% | Reduced | -266.0K | -1.2% | -$24.55M |
| 5 | Ron Baron | Baron Capital (BAMCO) | 11.66M | $1.08B | 1.6% | Added | +4.2M | +56.2% | +$386.74M |
| 6 | Andreas Halvorsen | Viking Global Investors | 10.64M | $981.65M | 2.8% | Reduced | -4.0M | -27.5% | -$371.49M |
| 7 | Two Sigma | Two Sigma Investments | 8.43M | $777.44M | 0.6% | Added | +3.1M | +57.2% | +$282.85M |
| 8 | David Shaw | D.E. Shaw & Co. | 5.78M | $533.28M | 0.3% | Added | +3.2M | +120.9% | +$291.92M |
| 9 | Barrow Hanley | Barrow Hanley Mewhinney & Strauss | 5.70M | $526.25M | 1.6% | Added | +4.6M | +430.4% | +$427.02M |
| 10 | Ruane Cunniff & Goldfarb | Sequoia Fund adviser | 4.57M | $421.80M | 6.6% | Reduced | -143.4K | -3.0% | -$13.23M |
| 11 | Donald Yacktman | Yacktman Asset Management | 4.10M | $378.45M | 4.7% | Added | +196.7K | +5.0% | +$18.15M |
| 12 | Ken Griffin | Citadel Advisors | 3.41M | $314.29M | 0.2% | Added | +858.5K | +33.7% | +$79.21M |
| 13 | Jim Simons | Renaissance Technologies | 1.91M | $176.34M | 0.2% | New | +1.9M | — | +$176.34M |
| 14 | Francois Rochon | Giverny Capital | 1.68M | $155.16M | 5.2% | Added | +145.4K | +9.5% | +$13.41M |
| 15 | Tom Gayner | Markel Group | 1.39M | $128.70M | 1.0% | Added | +11.0K | +0.8% | +$1.01M |
| 16 | Parnassus Investments | Parnassus Investments LLC | 1.26M | $116.11M | 0.3% | Reduced | -26.3K | -2.0% | -$2.43M |
| 17 | Israel Englander | Millennium Management | 1.25M | $114.91M | 0.1% | Added | +593.9K | +91.2% | +$54.80M |
| 18 | Boston Partners | Boston Partners Global Investors | 998.92K | $92.17M | 0.1% | Reduced | -4.5M | -81.8% | -$414.09M |
| 19 | John Rogers | Ariel Investments | 525.30K | $48.47M | 0.5% | Added | +122.4K | +30.4% | +$11.29M |
| 20 | Steve Cohen | Point72 Asset Management | 498.18K | $45.97M | 0.1% | Added | +257.5K | +107.0% | +$23.76M |
| 21 | Chris Davis | Davis Selected Advisers | 289.87K | $26.75M | 0.1% | Reduced | -21.1K | -6.8% | -$1.95M |
| 22 | Mario Gabelli | GAMCO Investors | 61.25K | $5.65M | 0.1% | Added | +30.5K | +99.4% | +$2.82M |
| 23 | Bridgeway | Bridgeway Capital Management | 28.92K | $2.67M | 0.0% | Held | 0 | 0.0% | $0 |
| 24 | Ray Dalio | Bridgewater Associates | 28.73K | $2.65M | 0.0% | Added | +6.1K | +27.1% | +$565.98K |
| 25 | Edgar Wachenheim | Greenhaven Associates | 12.50K | $1.15M | 0.0% | Held | 0 | 0.0% | $0 |
Column filters
No tracked manager sold out of this stock this quarter.
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gil Cisneros Politician | Mar 27, 2026 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Apr 7, 2026 | 11 days | PTR ↗ |
| Gil Cisneros Politician | Jan 9, 2026 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Feb 13, 2026 | 35 days | PTR ↗ |
| Julie Johnson Politician | Dec 18, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Chase Brokerage Account (3935) | Jan 15, 2026 | 28 days | PTR ↗ |
| Dan Newhouse Politician | Dec 11, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Edward Jones IRA | Jan 15, 2026 | 35 days | PTR ↗ |
| Gil Cisneros Politician | Dec 10, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jan 12, 2026 | 33 days | PTR ↗ |
| Julie Johnson Politician | Nov 13, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Chase Brokerage Account (3935) | Dec 11, 2025 | 28 days | PTR ↗ |
| Val T. Hoyle Politician | Sep 23, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Rollover IRA | Oct 10, 2025 | 17 days | PTR ↗ |
| Sheri Biggs Politician | Mar 19, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | W.S.B Trust > UBS Financial Services Inc 36 | Oct 5, 2025 | 200 days Late | PTR ↗ |
| Julie Johnson Politician | Aug 14, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Chase Brokerage Account (3935) | Sep 11, 2025 | 28 days | PTR ↗ |
| Lisa McClain Politician | Jul 16, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 28 days | PTR ↗ |
| Lisa McClain Politician | Jul 10, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 34 days | PTR ↗ |
| Rick W. Allen Politician | Jul 10, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | R.W. Allen & Associates, Inc. > RWA&A - Securities | Aug 11, 2025 | 32 days | PTR ↗ |
| Jefferson Shreve Politician | May 12, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | CRT - Standard Unit Trust | Jun 22, 2025 | 41 days | PTR ↗ |
| Josh Gottheimer Politician | Apr 7, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | May 14, 2025 | 37 days | PTR ↗ |
| Bruce Westerman Politician | Apr 21, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fisher IRA | May 12, 2025 | 21 days | PTR ↗ |
| Bruce Westerman Politician | Mar 3, 2025 | SCHW | Charles Schwab Corporation (SCHW) | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Apr 16, 2025 | 44 days | PTR ↗ |
| Josh Gottheimer Politician | Feb 21, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Mar 6, 2025 | 13 days | PTR ↗ |
| Morgan McGarvey Politician | Nov 13, 2024 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Chris IRA | Dec 10, 2024 | 27 days | PTR ↗ |
| Rick W. Allen Politician | Sep 12, 2024 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | R.W. Allen & Associates, Inc. | Oct 18, 2024 | 36 days | PTR ↗ |
| Josh Gottheimer Politician | Jun 21, 2024 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 9, 2024 | 18 days | PTR ↗ |
| Josh Gottheimer Politician | Feb 1, 2024 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Mar 7, 2024 | 35 days | PTR ↗ |
| Josh Gottheimer Politician | Jan 12, 2024 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Feb 15, 2024 | 34 days | PTR ↗ |
| Rick W. Allen Politician | Dec 14, 2023 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | R.W. Allen & Associates, Inc. | Jan 11, 2024 | 28 days | PTR ↗ |
| J. French Hill Politician | Dec 29, 2023 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | HILL 2012 TRUST (FORMERLY JAY F HILL TRUST) | Jan 10, 2024 | 12 days | PTR ↗ |