Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
SCHWFinancialsCommon Stock

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

Download report
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).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SCHW?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns SCHW? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
4 Ken Fisher Fisher Asset Management 21.95M $2.03B 0.6% Reduced -266.0K -1.2% -$24.55M
6 Andreas Halvorsen Viking Global Investors 10.64M $981.65M 2.8% Reduced -4.0M -27.5% -$371.49M
10 Ruane Cunniff & Goldfarb Sequoia Fund adviser 4.57M $421.80M 6.6% Reduced -143.4K -3.0% -$13.23M
16 Parnassus Investments Parnassus Investments LLC 1.26M $116.11M 0.3% Reduced -26.3K -2.0% -$2.43M
18 Boston Partners Boston Partners Global Investors 998.92K $92.17M 0.1% Reduced -4.5M -81.8% -$414.09M
21 Chris Davis Davis Selected Advisers 289.87K $26.75M 0.1% Reduced -21.1K -6.8% -$1.95M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in SCHW

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.