# The Charles Schwab Corp. (SCHW) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 808513105
Page URL: https://superinvestorclub.com/stock/SCHW
Last updated: 2026-08-29T13:46:58.938Z

## Summary

As of the most recent 13F filing period, The Charles Schwab Corp. (SCHW) is held by 15 tracked superinvestors with an aggregate position value of $11.73B representing 076968323242014711063886945713554101552246659016815671394800525299289871216288287281250076873093 shares.

## Top institutional holders (15)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 76968323 | $7.10B | 3.72% | 2026-06-30 |
| 2 | [Bill Nygren](https://superinvestorclub.com/manager/73) | Harris Associates | 24201471 | $2.23B | 2.96% | 2026-06-30 |
| 3 | [Andreas Halvorsen](https://superinvestorclub.com/manager/59) | Viking Global Investors | 10638869 | $981.6M | 2.80% | 2026-06-30 |
| 4 | [Sequoia Fund](https://superinvestorclub.com/manager/14) | Ruane, Cunniff & Goldfarb | 4571355 | $421.8M | 6.56% | 2026-06-30 |
| 5 | [Donald Yacktman](https://superinvestorclub.com/manager/13) | Yacktman Asset Management | 4101552 | $378.5M | 4.68% | 2026-06-30 |
| 6 | [Dan Sundheim](https://superinvestorclub.com/manager/303) | D1 Capital Partners | 2466590 | $227.6M | 0.65% | 2026-06-30 |
| 7 | [Francois Rochon](https://superinvestorclub.com/manager/45) | Giverny Capital | 1681567 | $155.2M | 5.22% | 2026-06-30 |
| 8 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 1394800 | $128.7M | 0.98% | 2026-06-30 |
| 9 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 525299 | $48.5M | 0.48% | 2026-06-30 |
| 10 | [Christopher Davis](https://superinvestorclub.com/manager/75) | Davis Selected Advisers | 289871 | $26.7M | 0.11% | 2026-06-30 |
| 11 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 216288 | $20.0M | 0.18% | 2026-06-30 |
| 12 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 28728 | $2.7M | 0.01% | 2026-06-30 |
| 13 | [Edgar Wachenheim](https://superinvestorclub.com/manager/94) | Greenhaven Associates | 12500 | $1.2M | 0.01% | 2026-06-30 |
| 14 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 7687 | $709,280 | 0.02% | 2026-06-30 |
| 15 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 3093 | $285,391 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 2 holders, $205.1M aggregate, 036146224748 shares
- 2023-09-30: 5 holders, $294.4M aggregate, 035794308045616517063222794748 shares
- 2023-12-31: 8 holders, $8.08B aggregate, 08642198619075806631636135733579702178339043115234748 shares
- 2024-03-31: 11 holders, $9.47B aggregate, 0862970942277365081326436280994357910513537661273057861431307029261504972 shares
- 2024-06-30: 10 holders, $9.51B aggregate, 0857870532292506177850575906642356547013667668698135839353047895111 shares
- 2024-09-30: 12 holders, $3.34B aggregate, 028227797745028654042813567967233995613508001218283935772669991299705270645111 shares
- 2024-12-31: 14 holders, $11.51B aggregate, 089369528276893651465894469034804874070451002031757171363800109755694792758080030005668215111 shares
- 2025-03-31: 16 holders, $12.14B aggregate, 088750655276124431771671767613754709043435560814251251364800949066558167507197297606847972000069243113 shares
- 2025-06-30: 14 holders, $12.94B aggregate, 0843578852296967315773225659882245653743523904156749513648004060483372772964382000069213107 shares
- 2025-09-30: 16 holders, $13.41B aggregate, 0830432532123561816583101631556141946463821904157577613648008700724833003474082993892964411500078913175 shares
- 2025-12-31: 16 holders, $13.05B aggregate, 07651392622031493138729055594948393654031547901585661137580012530903422753300473016952733571250078453121 shares
- 2026-03-31: 15 holders, $11.88B aggregate, 075002881218124761466495447147803904856235739015362061383800402927310982247732225941250078153078 shares

## Recent congressional trades (36)

- 2026-03-27: Gilbert Cisneros (D-CA) sale $1,001 - $15,000
- 2026-01-09: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2026-01-09: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-12-18: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-12-11: Dan Newhouse (Republican-WA) purchase $1,001 - $15,000
- 2025-12-10: Gil Cisneros (Democrat-CA) sale $1,001 - $15,000
- 2025-12-10: Gilbert Cisneros (D-CA) sale $1,001 - $15,000
- 2025-11-13: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-09-23: Valerie Hoyle (D-OR) sale $1,001 - $15,000
- 2025-08-14: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-08-14: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-07-16: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-07-10: Rick Allen (Republican-GA) purchase $15,001 - $50,000
- 2025-07-10: Richard W. Allen (-GA) purchase $15,001 - $50,000
- 2025-07-10: Lisa McClain (Republican-MI) purchase $1,001 - $15,000

## Recent insider transactions (32)

- 2026-02-10: Schwab Charles R. (Co-Chairman) — Sell 32413 shares
- 2026-02-09: Schwab Charles R. (Co-Chairman) — Sell 126200 shares
- 2026-02-09: Schwab Charles R. (Co-Chairman) — Gift 60000 shares
- 2026-02-06: DODDS CHRISTOPHER V — M 4390 shares worth $320,470
- 2026-02-06: DODDS CHRISTOPHER V — M 4703 shares worth $294,690
- 2026-02-06: DODDS CHRISTOPHER V — M 2732 shares worth $141,982
- 2026-02-06: DODDS CHRISTOPHER V — Sell 11825 shares
- 2026-02-06: Bettinger Walter W (Co-Chairman) — M 67514 shares worth $2.9M
- 2026-02-06: Bettinger Walter W (Co-Chairman) — Sell 67514 shares
- 2026-02-04: Schwab Charles R. (Co-Chairman) — Sell 67975 shares
- 2026-02-04: Bettinger Walter W (Co-Chairman) — M 94948 shares worth $4.1M
- 2026-02-04: Bettinger Walter W (Co-Chairman) — Sell 94948 shares
- 2026-02-03: Bettinger Walter W (Co-Chairman) — Sell 21429 shares
- 2026-02-03: Bettinger Walter W (Co-Chairman) — Sell 141033 shares
- 2026-02-03: Bettinger Walter W (Co-Chairman) — M 162462 shares worth $7.0M

## Citation

When citing, use: "The Charles Schwab Corp. (SCHW) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SCHW), aggregating SEC 13F, Form 4, and congressional disclosures."