← Top Holdings

SCHWThe Charles Schwab Corp.

CUSIP: 808513105

13

Guru Owners

$9.83B

Total Value Held

104.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	75002881	$7.05B	3.87%	$93.98	Q1 2026
Andreas Halvorsen	Viking Global Investors	14664954	$1.38B	3.86%	$93.98	Q1 2026
Sequoia Fund	Ruane, Cunniff & Goldfarb	4714780	$443.1M	7.35%	$93.98	Q1 2026
Donald Yacktman	Yacktman Asset Management	3904856	$367.0M	4.89%	$93.98	Q1 2026
Dan Sundheim	D1 Capital Partners	2357390	$221.5M	1.97%	$93.98	Q1 2026
Francois Rochon	Giverny Capital	1536206	$144.4M	5.29%	$93.98	Q1 2026
Tom Gayner	Markel Group	1383800	$130.0M	1.09%	$93.98	Q1 2026
John Rogers	Ariel Investments	402927	$37.9M	0.42%	$93.98	Q1 2026
Christopher Davis	Davis Selected Advisers	310982	$29.2M	0.13%	$93.98	Q1 2026
Mairs & Power	Mairs & Power	247732	$23.3M	0.24%	$93.98	Q1 2026
Ray Dalio	Bridgewater Associates	22594	$2.1M	0.01%	$93.98	Q1 2026
Edgar Wachenheim	Greenhaven Associates	12500	$1.2M	0.02%	$93.98	Q1 2026
FPA Queens Road	Bragg Financial Advisors	7815	$734K	0.02%	$93.98	Q1 2026

$7.05B

3.87%

Andreas Halvorsen

$1.38B

3.86%

$443.1M

7.35%

Donald Yacktman

$367.0M

4.89%

$221.5M

1.97%

Francois Rochon

$144.4M

5.29%

$130.0M

1.09%

$37.9M

0.42%

Christopher Davis

$29.2M

0.13%

$23.3M

0.24%

$2.1M

0.01%

Edgar Wachenheim

$1.2M

0.02%

FPA Queens Road

$734K

0.02%

📊 Fundamentals

Market Cap$177.3B

P/E Ratio20.0x

Near market avg

Forward P/E13.9x

EPS (TTM)$5.10

Revenue (TTM)$24.8B

Profit Margin37.99%

Div Yield1.26%

Beta0.76

52-Week Range

$83.96

$107.50

Current: $101.93

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 20.0x trailing earnings → 13.9x forward · 38.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '2613 owners · $9.83B

REDUCEDDodge & Cox$7.05B

INCREASEDAndreas Halvorsen$1.38B

REDUCEDSequoia Fund$443.1M

REDUCEDDonald Yacktman$367.0M

REDUCEDDan Sundheim$221.5M

REDUCEDFrancois Rochon$144.4M

INCREASEDTom Gayner$130.0M

INCREASEDJohn Rogers$37.9M

INCREASEDChristopher Davis$29.2M

REDUCEDMairs & Power$23.3M

REDUCEDRay Dalio$2.1M

REDUCEDFPA Queens Road$734K

SOLDBill Nygren

SOLDLee Ainslie

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

SOLDMairs & Power

Q1 '2515 owners · $12.14B

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

INCREASEDMairs & Power$39.7M

REDUCEDChristopher Davis$23.3M

NEWRay Dalio$6.6M

NEWEdgar Wachenheim$1.6M

INCREASEDFPA Queens Road$542K

SOLDPhilippe Laffont

Q4 '2411 owners · $9.22B

NEWDodge & Cox$6.61B

REDUCEDAndreas Halvorsen$1.08B

REDUCEDSequoia Fund$510.9M

REDUCEDDonald Yacktman$360.7M

NEWPhilippe Laffont$333.8M

INCREASEDTom Gayner$100.9M

REDUCEDMairs & Power$81.2M

INCREASEDFrancois Rochon$70.2M

REDUCEDJohn Rogers$43.0M

INCREASEDChristopher Davis$22.2M

NEWFPA Queens Road$505K

💰 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. 8.7%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

41.9%current: 41.9%

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 13 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