← Top Holdings

SCHWThe Charles Schwab Corp.

CUSIP: 808513105

🔥 Bought by 4 superinvestors this quarter

15

Guru Owners

$13.05B

Total Value Held

130.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	76513926	$7.64B	4.13%	$99.91	Q4 2025
Bill Nygren	Harris Associates	22031493	$2.20B	2.78%	$99.91	Q4 2025
Andreas Halvorsen	Viking Global Investors	13872905	$1.39B	3.68%	$99.91	Q4 2025
Sequoia Fund	Ruane, Cunniff & Goldfarb	5594948	$559.0M	8.73%	$99.91	Q4 2025
Donald Yacktman	Yacktman Asset Management	3936540	$393.3M	5.51%	$99.91	Q4 2025
Dan Sundheim	D1 Capital Partners	3154790	$315.2M	2.95%	$99.91	Q4 2025
Francois Rochon	Giverny Capital	1585661	$158.4M	5.28%	$99.91	Q4 2025
Tom Gayner	Markel Group	1375800	$137.5M	1.10%	$99.91	Q4 2025
Lee Ainslie	Maverick Capital	1253090	$125.2M	1.34%	$99.91	Q4 2025
John Rogers	Ariel Investments	342275	$34.2M	0.37%	$99.91	Q4 2025
Ray Dalio	Bridgewater Associates	330047	$33.0M	0.12%	$99.91	Q4 2025
Christopher Davis	Davis Selected Advisers	301695	$30.1M	0.14%	$99.91	Q4 2025
Mairs & Power	Mairs & Power	273357	$27.3M	0.26%	$99.91	Q4 2025
Edgar Wachenheim	Greenhaven Associates	12500	$1.2M	0.02%	$99.91	Q4 2025
FPA Queens Road	Bragg Financial Advisors	7845	$784K	0.03%	$99.91	Q4 2025

$7.64B

4.13%

$2.20B

2.78%

Andreas Halvorsen

$1.39B

3.68%

$559.0M

8.73%

Donald Yacktman

$393.3M

5.51%

$315.2M

2.95%

Francois Rochon

$158.4M

5.28%

$137.5M

1.10%

$125.2M

1.34%

$34.2M

0.37%

$33.0M

0.12%

Christopher Davis

$30.1M

0.14%

$27.3M

0.26%

Edgar Wachenheim

$1.2M

0.02%

FPA Queens Road

$784K

0.03%

📊 Fundamentals

Market Cap$163.2B

P/E Ratio18.5x

Near market avg

Forward P/E13.3x

EPS (TTM)$5.03

Revenue (TTM)$24.8B

Profit Margin37.99%

Div Yield1.37%

Beta0.90

52-Week Range

$75.43

$107.50

Current: $93.15

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 18.5x trailing earnings → 13.3x forward · 38.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '2515 owners · $13.05B

REDUCEDDodge & Cox$7.64B

INCREASEDBill Nygren$2.20B

REDUCEDAndreas Halvorsen$1.39B

REDUCEDSequoia Fund$559.0M

REDUCEDDonald Yacktman$393.3M

REDUCEDDan Sundheim$315.2M

INCREASEDFrancois Rochon$158.4M

INCREASEDTom Gayner$137.5M

REDUCEDLee Ainslie$125.2M

REDUCEDJohn Rogers$34.2M

REDUCEDRay Dalio$33.0M

INCREASEDChristopher Davis$30.1M

REDUCEDMairs & Power$27.3M

REDUCEDEdgar Wachenheim$1.2M

REDUCEDFPA Queens Road$784K

Q3 '2515 owners · $13.41B

REDUCEDDodge & Cox$7.93B

REDUCEDBill Nygren$2.03B

INCREASEDAndreas Halvorsen$1.58B

REDUCEDSequoia Fund$602.9M

REDUCEDDonald Yacktman$400.5M

INCREASEDDan Sundheim$364.9M

INCREASEDFrancois Rochon$150.4M

NEWLee Ainslie$83.1M

NEWRay Dalio$46.1M

REDUCEDJohn Rogers$33.2M

NEWMairs & Power$28.6M

INCREASEDChristopher Davis$28.3M

REDUCEDEdgar Wachenheim$1.4M

INCREASEDFPA Queens Road$753K

Q2 '2512 owners · $12.91B

REDUCEDDodge & Cox$7.70B

REDUCEDBill Nygren$2.10B

REDUCEDAndreas Halvorsen$1.44B

REDUCEDSequoia Fund$602.1M

REDUCEDDonald Yacktman$416.5M

REDUCEDDan Sundheim$321.5M

REDUCEDFrancois Rochon$143.0M

REDUCEDJohn Rogers$37.0M

REDUCEDChristopher Davis$27.0M

REDUCEDFPA Queens Road$631K

SOLDLee Ainslie

Q1 '2514 owners · $12.10B

REDUCEDDodge & Cox$6.95B

NEWBill Nygren$2.16B

INCREASEDAndreas Halvorsen$1.39B

REDUCEDSequoia Fund$529.3M

REDUCEDDonald Yacktman$368.6M

NEWDan Sundheim$341.0M

NEWLee Ainslie$111.6M

INCREASEDTom Gayner$106.8M

INCREASEDFrancois Rochon$74.3M

REDUCEDJohn Rogers$43.7M

REDUCEDChristopher Davis$23.3M

NEWRay Dalio$6.6M

NEWEdgar Wachenheim$1.6M

NEWFPA Queens Road$542K

SOLDPhilippe Laffont

Q4 '249 owners · $9.14B

NEWDodge & Cox$6.61B

REDUCEDAndreas Halvorsen$1.08B

REDUCEDSequoia Fund$510.9M

REDUCEDDonald Yacktman$360.7M

NEWPhilippe Laffont$333.8M

INCREASEDTom Gayner$100.9M

INCREASEDFrancois Rochon$70.2M

REDUCEDJohn Rogers$43.0M

INCREASEDChristopher Davis$22.2M

Q3 '248 owners · $1.20B

REDUCEDSequoia Fund$482.9M

REDUCEDDonald Yacktman$350.3M

NEWAndreas Halvorsen$151.7M

REDUCEDTom Gayner$87.5M

INCREASEDFrancois Rochon$60.6M

INCREASEDJohn Rogers$43.4M

REDUCEDChristopher Davis$19.4M

NEWRay Dalio$1.8M

SOLDDodge & Cox

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

9%analyst est. 9.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

41.8%current: 41.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

SCHW: Held by 15 superinvestors · 30 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-09

SELLJulie JohnsonD

$1,001 - $15,0002025-12-18

BUYDan NewhouseR

$1,001 - $15,0002025-12-11

SELLGil CisnerosD

$1,001 - $15,0002025-12-10

SELLJulie JohnsonD

$1,001 - $15,0002025-11-13

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

SELLLisa McClainR

$1,001 - $15,0002025-07-16

BUYLisa McClainR

$1,001 - $15,0002025-07-10

$15,001 - $50,0002025-07-10

$1,001 - $15,0002025-07-03

$1,001 - $15,0002025-06-02

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-05-05

$1,001 - $15,0002025-04-23

SELLBruce WestermanR

$1,001 - $15,0002025-04-21

BUYJosh GottheimerD

$1,001 - $15,0002025-04-07

SELLSheri BiggsR

$15,001 - $50,0002025-03-19

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-03-06

BUYBruce WestermanR

$1,001 - $15,0002025-03-03

SCHW Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker