# 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: 2026-07-08T11:30:33.225Z

## Summary

As of the most recent 13F filing period, The Charles Schwab Corp. (SCHW) is held by 13 tracked superinvestors with an aggregate position value of $9.83B representing 075002881146649544714780390485623573901536206138380040292731098224773222594125007815 shares.

## Top institutional holders (13)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 75002881 | $7.05B | 3.87% | 2026-03-31 |
| 2 | [Andreas Halvorsen](https://superinvestorclub.com/manager/59) | Viking Global Investors | 14664954 | $1.38B | 3.86% | 2026-03-31 |
| 3 | [Sequoia Fund](https://superinvestorclub.com/manager/14) | Ruane, Cunniff & Goldfarb | 4714780 | $443.1M | 7.35% | 2026-03-31 |
| 4 | [Donald Yacktman](https://superinvestorclub.com/manager/13) | Yacktman Asset Management | 3904856 | $367.0M | 4.89% | 2026-03-31 |
| 5 | [Dan Sundheim](https://superinvestorclub.com/manager/303) | D1 Capital Partners | 2357390 | $221.5M | 1.97% | 2026-03-31 |
| 6 | [Francois Rochon](https://superinvestorclub.com/manager/45) | Giverny Capital | 1536206 | $144.4M | 5.29% | 2026-03-31 |
| 7 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 1383800 | $130.0M | 1.09% | 2026-03-31 |
| 8 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 402927 | $37.9M | 0.42% | 2026-03-31 |
| 9 | [Christopher Davis](https://superinvestorclub.com/manager/75) | Davis Selected Advisers | 310982 | $29.2M | 0.13% | 2026-03-31 |
| 10 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 247732 | $23.3M | 0.24% | 2026-03-31 |
| 11 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 22594 | $2.1M | 0.01% | 2026-03-31 |
| 12 | [Edgar Wachenheim](https://superinvestorclub.com/manager/94) | Greenhaven Associates | 12500 | $1.2M | 0.02% | 2026-03-31 |
| 13 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 7815 | $734,454 | 0.02% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 2 holders, $6.38B aggregate, 0864219866316361 shares
- 2024-03-31: 6 holders, $7.41B aggregate, 08629709481326436280994135376630702926150 shares
- 2024-06-30: 7 holders, $7.56B aggregate, 085787053778505759066421366766869813583935304789 shares
- 2024-09-30: 9 holders, $1.28B aggregate, 07450286540428123399561350800121828393577266999129970527064 shares
- 2024-12-31: 11 holders, $9.22B aggregate, 08936952814658944690348048740704510020136380010975569479275808003000566821 shares
- 2025-03-31: 15 holders, $12.14B aggregate, 08875065527612443177167176761375470904343556081425125136480094906655816750719729760684797200006924 shares
- 2025-06-30: 12 holders, $12.91B aggregate, 084357885229696731577322565988224565374352390415674951364800406048296438200006921 shares
- 2025-09-30: 15 holders, $13.41B aggregate, 083043253212356181658310163155614194646382190415757761364800870072483300347408299389296441150007891 shares
- 2025-12-31: 15 holders, $13.05B aggregate, 0765139262203149313872905559494839365403154790158566113758001253090342275330047301695273357125007845 shares
- 2026-03-31: 13 holders, $9.83B aggregate, 075002881146649544714780390485623573901536206138380040292731098224773222594125007815 shares

## Recent congressional trades (30)

- 2026-01-09: Gil Cisneros (Democrat-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
- 2025-11-13: 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: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-07-10: Rick Allen (Republican-GA) purchase $15,001 - $50,000
- 2025-07-03: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-06-02: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-05-12: Jefferson Shreve (Republican-IN) sale $15,001 - $50,000
- 2025-05-05: Marjorie Taylor Greene (Republican-GA) purchase $1,001 - $15,000
- 2025-04-23: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-04-21: Bruce Westerman (Republican-AR) sale $1,001 - $15,000

## Recent insider transactions (32)

- 2026-02-10: Schwab Charles R. (Co-Chairman) — Sell 32,413 shares
- 2026-02-09: Schwab Charles R. (Co-Chairman) — Sell 126,200 shares
- 2026-02-09: Schwab Charles R. (Co-Chairman) — Gift 60,000 shares
- 2026-02-06: DODDS CHRISTOPHER V — M 4,390 shares worth $320,470
- 2026-02-06: DODDS CHRISTOPHER V — M 4,703 shares worth $294,690
- 2026-02-06: DODDS CHRISTOPHER V — M 2,732 shares worth $141,982
- 2026-02-06: DODDS CHRISTOPHER V — Sell 11,825 shares
- 2026-02-06: Bettinger Walter W (Co-Chairman) — M 67,514 shares worth $2.9M
- 2026-02-06: Bettinger Walter W (Co-Chairman) — Sell 67,514 shares
- 2026-02-04: Schwab Charles R. (Co-Chairman) — Sell 67,975 shares
- 2026-02-04: Bettinger Walter W (Co-Chairman) — M 94,948 shares worth $4.1M
- 2026-02-04: Bettinger Walter W (Co-Chairman) — Sell 94,948 shares
- 2026-02-03: Bettinger Walter W (Co-Chairman) — Sell 21,429 shares
- 2026-02-03: Bettinger Walter W (Co-Chairman) — Sell 141,033 shares
- 2026-02-03: Bettinger Walter W (Co-Chairman) — M 162,462 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."