Investigate / reported ownership
SCHW
Schwab (charles) Corp
11 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning SCHW?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 3.7% | 40q | $7.10B | 76,968,323 |
| 2 | Bill Nygren | 3.0% | 34q | $2.23B | 24,201,471 |
| 3 | Viking Global Investors | 2.8% | 10q | $982M | 10,638,869 |
| 4 | Yacktman Asset Management | 4.7% | 29q | $378M | 4,101,552 |
| 5 | Joel Greenblatt | 0.2% | 40q | $314M | 3,406,215 |
Go beyond ownership.
A reviewed company brief is not available yet. You can inspect reported owners above and their filings below, then save this company for further research.
We have not generated a business case or inferred manager motives from these holdings.
Filing dates and original SEC sources
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- Viking Global Investors · 2026Q2 · filed 2026-08-14 ↗
- Yacktman Asset Management · 2026Q2 · filed 2026-08-11 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Francois Rochon · 2026Q2 · filed 2026-08-26 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- John Rogers · 2026Q2 · filed 2026-08-14 ↗
- Christopher Davis · 2026Q2 · filed 2026-08-11 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Greenhaven Associates · 2026Q2 · filed 2026-07-28 ↗
Your research workspace / SCHW
Ask better questions. Keep the evidence.
Explore the available sources for SCHWAB (CHARLES) CORP, then keep what deserves another look.
01 Investor activity
Reported evidence
Who reports owning it?
11 tracked reported owners in the snapshot generated 2026-10-04. Reports can cover different quarters. These are delayed disclosures, not live positions, total economic exposure, endorsements or reasons for investing.
02 Business evidence
No reviewed company brief is available. Business results, case and risks have not been established here.
03 Questions to investigate
Open saved takeaways →A material reported change · Q1 2026
Lee Ainslie reported no remaining SCHW position.
Holdings as of Mar 31, 2026 · filed May 15, 2026. Previously 1.3% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Q1 2026
filed May 15, 2026
45d lag
+15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
+15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
-10.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
-10.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
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Long US 13F disclosures omit shorts and can be amended. CUSIP 808513105. No current price, valuation or manager motive is inferred.