SCHW
Schwab (charles) Corp
11 super-investors hold SCHW worth a combined $11.45B. The largest position: Francois Rochon at 5.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 41 — ranked #108 of 724 scored stocks.
Why super-investors own SCHW
The $11.4B combined position across 11 holders makes SCHW one of the larger aggregate bets in this cohort, yet the ownership count has been remarkably static — holding at just 2 tracked owners across the prior eight quarters before the current 11-holder figure, suggesting the bulk of this interest is concentrated in a small cluster of long-tenured holders rather than a broadening consensus. Dodge & Cox anchors the position with $7.0B, followed by Bill Nygren at $2.0B and Viking Global at $1.4B; Francois Rochon carries the highest portfolio concentration at 5.3%. Activity in 2026Q1 was completely flat — no additions, trims, new positions, or exits — indicating a collective hold posture with neither conviction building nor meaningful distribution underway.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (11) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 3.9% | 40q | $7.05B | 75,002,881 |
| 2 | Bill Nygren | 2.7% | 34q | $2.05B | 21,812,476 |
| 3 | Viking Global Investors | 3.9% | 9q | $1.38B | 14,664,954 |
| 4 | Yacktman Asset Management | 4.9% | 28q | $367M | 3,904,856 |
| 5 | Joel Greenblatt | 0.2% | 40q | $239M | 2,547,748 |
| 6 | Francois Rochon | 5.3% | 31q | $144M | 1,536,206 |
| 7 | Thomas Gayner | 1.1% | 40q | $130M | 1,383,800 |
| 8 | John Rogers | 0.4% | 25q | $38M | 402,927 |
| 9 | Christopher Davis | 0.1% | 40q | $29M | 310,982 |
| 10 | Mairs & Power Funds | 0.2% | 40q | $23M | 247,732 |
| 11 | Greenhaven Associates | <0.1% | 24q | $1M | 12,500 |
- 1Dodge & Cox Fundsport3.9%val$7.05B75,002,881 sh·40q held
- 2Bill Nygrenport2.7%val$2.05B21,812,476 sh·34q held
- 3Viking Global Investorsport3.9%val$1.38B14,664,954 sh·9q held
- 4Yacktman Asset Managementport4.9%val$367M3,904,856 sh·28q held
- 5Joel Greenblattport0.2%val$239M2,547,748 sh·40q held
- 6Francois Rochonport5.3%val$144M1,536,206 sh·31q held
- 7Thomas Gaynerport1.1%val$130M1,383,800 sh·40q held
- 8John Rogersport0.4%val$38M402,927 sh·25q held
- 9Christopher Davisport0.1%val$29M310,982 sh·40q held
- 10Mairs & Power Fundsport0.2%val$23M247,732 sh·40q held
- 11Greenhaven Associatesport<0.1%val$1M12,500 sh·24q held
Owners of SCHW also hold
Long US equity 13F-HR filings only. CUSIP 808513105. Not investment advice.