← Top Holdings

SCHWThe Charles Schwab Corp.

CUSIP: 808513105

🔥 Bought by 2 superinvestors this quarter

13

Guru Owners

$9.83B

Total Value Held

104.6M

Total Shares

$7.05B
3.87%
$1.38B
3.86%
$443.1M
7.35%
$367.0M
4.89%
$221.5M
1.97%
$144.4M
5.29%
$130.0M
1.09%
$37.9M
0.42%
$29.2M
0.13%
$23.3M
0.24%
$2.1M
0.01%
$1.2M
0.02%
$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 Yield1.27%
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

$0$3.35B$6.70B$10.06B$13.41BQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

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
SOLDRay Dalio
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
SOLDRay Dalio

💰 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
BUYRick AllenR
$15,001 - $50,0002025-07-10
BUYRo KhannaD
$1,001 - $15,0002025-07-03
BUYRo KhannaD
$1,001 - $15,0002025-06-02
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYMarjorie Taylor GreeneR
$1,001 - $15,0002025-05-05
BUYRo KhannaD
$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
SELLRo KhannaD
$1,001 - $15,0002025-03-12
SELLRo KhannaD
$1,001 - $15,0002025-03-06
BUYBruce WestermanR
$1,001 - $15,0002025-03-03
SCHW Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker