SCHW · Schwab (Charles) Corp · Form 13F filings for Q2 2026
Charles Schwab
11 of 76 investors hold it
Together they reported $11.1 billion of it. In Q2 2026, 1 added and 1 reduced.
20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.
Who added and who reduced
Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.
1added or opened
1reduced or sold out
Who holds it
| Investor | Share of their portfolio | Reported value | This quarter |
|---|---|---|---|
| Francois Rochon | 5.22% | $155M | No change of 20% |
| Yacktman Asset Management | 4.68% | $378M | No change of 20% |
| Dodge & Cox Funds | 3.72% | $7.10B | No change of 20% |
| Bill Nygren | 2.97% | $2.23B | No change of 20% |
| Viking Global Investors | 2.80% | $982M | −27.4% |
| Thomas Gayner | 0.98% | $129M | No change of 20% |
| John Rogers | 0.48% | $48M | +30.4% |
| Mairs & Power Funds | 0.18% | $20M | No change of 20% |
| Christopher Davis | 0.11% | $27M | No change of 20% |
| Greenhaven Associates | 0.01% | $1M | No change of 20% |
| Joel Greenblatt | 0.01% | $4M | No change of 20% |
Holders over time
How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.
Where to next
Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 808513105 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.
Each investor’s filing
- Francois Rochon · filed Aug 26, 2026 Filing in the portfolio
- Yacktman Asset Management · filed Aug 11, 2026 Filing in the portfolio
- Dodge & Cox Funds · filed Aug 13, 2026 Form 13F 0001193125-26-349535 ↗
- Bill Nygren · filed Aug 14, 2026 Form 13F 0000813917-26-000042 ↗
- Viking Global Investors · filed Aug 14, 2026 Form 13F 0001103804-26-000006 ↗
- Thomas Gayner · filed Jul 31, 2026 Filing in the portfolio
- John Rogers · filed Aug 14, 2026 Form 13F 0000936753-26-000050 ↗
- Mairs & Power Funds · filed Aug 14, 2026 Form 13F 0001172661-26-003496 ↗
- Christopher Davis · filed Aug 11, 2026 Filing in the portfolio
- Greenhaven Associates · filed Jul 28, 2026 Filing in the portfolio
- Joel Greenblatt · filed Aug 14, 2026 Form 13F 0001398344-26-014644 ↗