Who Owns SCHW?
The Charles Schwab Corp. — institutional ownership across 15 tracked superinvestors.
Last updated · Full stock page →
15
Institutional Holders
$11.73B
Total Value Held
1000.00T
Total Shares
The Charles Schwab Corp. (SCHW) is held by 15 tracked superinvestors with a combined position of $11.73B across 1000.00T shares. The largest holder is Dodge & Cox (Dodge & Cox) with $7.10B (3.72% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | Dodge & Cox | 76968323 | $7.10B | 3.72% | 2026-06-30 |
| 2 | Bill Nygren | Harris Associates | 24201471 | $2.23B | 2.96% | 2026-06-30 |
| 3 | Andreas Halvorsen | Viking Global Investors | 10638869 | $981.6M | 2.80% | 2026-06-30 |
| 4 | Sequoia Fund | Ruane, Cunniff & Goldfarb | 4571355 | $421.8M | 6.56% | 2026-06-30 |
| 5 | Donald Yacktman | Yacktman Asset Management | 4101552 | $378.5M | 4.68% | 2026-06-30 |
| 6 | Dan Sundheim | D1 Capital Partners | 2466590 | $227.6M | 0.65% | 2026-06-30 |
| 7 | Francois Rochon | Giverny Capital | 1681567 | $155.2M | 5.22% | 2026-06-30 |
| 8 | Tom Gayner | Markel Group | 1394800 | $128.7M | 0.98% | 2026-06-30 |
| 9 | John Rogers | Ariel Investments | 525299 | $48.5M | 0.48% | 2026-06-30 |
| 10 | Christopher Davis | Davis Selected Advisers | 289871 | $26.7M | 0.11% | 2026-06-30 |
| 11 | Mairs & Power | Mairs & Power | 216288 | $20.0M | 0.18% | 2026-06-30 |
| 12 | Ray Dalio | Bridgewater Associates | 28728 | $2.7M | 0.01% | 2026-06-30 |
| 13 | Edgar Wachenheim | Greenhaven Associates | 12500 | $1.2M | 0.01% | 2026-06-30 |
| 14 | FPA Queens Road | Bragg Financial Advisors | 7687 | $709K | 0.02% | 2026-06-30 |
| 15 | Wally Obermeyer | Obermeyer Wealth Partners | 3093 | $285K | 0.01% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-06-30 | 2 | $205.1M | 36.15B |
| 2023-09-30 | 5 | $294.4M | 1000.00T |
| 2023-12-31 | 8 | $8.08B | 1000.00T |
| 2024-03-31 | 11 | $9.47B | 1000.00T |
| 2024-06-30 | 10 | $9.51B | 1000.00T |
| 2024-09-30 | 12 | $3.34B | 1000.00T |
| 2024-12-31 | 14 | $11.51B | 1000.00T |
| 2025-03-31 | 16 | $12.14B | 1000.00T |
| 2025-06-30 | 14 | $12.94B | 1000.00T |
| 2025-09-30 | 16 | $13.41B | 1000.00T |
| 2025-12-31 | 16 | $13.05B | 1000.00T |
| 2026-03-31 | 15 | $11.88B | 1000.00T |