SCHWAB (CHARLES) CORP (SCHW) Stock Institutional Owners
SCHWAB (CHARLES) CORP (SCHW) is held by 13 institutional investors with a total value of $10.88B. This comprehensive analysis highlights the top institutional holders led by Dodge & Cox Stock Fund, Viking Global Investors, Sequoia Fund, and others, who collectively account for nearly 96% of the total institutional ownership.Dodge & Cox Stock Fund remains the largest institutional holder with a position worth $7.93B. Explore insights into ownership patterns, position sizes, and portfolio allocations to understand institutional investment strategies and market sentiment.
Explore more:
- SCHWAB (CHARLES) CORP (SCHW) stock institutional trading activity
- SCHWAB (CHARLES) CORP (SCHW) stock insider trading activity
- Stock rankings
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance |
|---|---|---|---|---|
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 4.28% | 83,043,253 | $7,928,139,405 |
| Viking Global Investors | Ole Andreas Halvorsen | 3.68% | 13,872,905 | $1,386,041,939 |
| Sequoia Fund | Ruane, Cunniff & Goldfarb | 9.99% | 6,315,561 | $602,946,609 |
| Yacktman Asset Management | Donald Yacktman | 5.51% | 3,936,540 | $393,299,711 |
| Renaissance Technologies LLC | Jim Simons | 0.28% | 1,810,741 | $180,911,133 |
| Giverny Capital | Francois Rochon | 5.28% | 1,585,661 | $158,423,391 |
| Parnassus Endeavor Fund | Parnassus Investments | 0.30% | 1,355,531 | $129,412,545 |
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.37% | 342,275 | $34,196,695 |
| Sequoia Financial Advisors | 0.19% | 328,589 | $31,370,405 | |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.26% | 273,357 | $27,311,098 |
| Cullen Value Fund | Jim Cullen | 0.97% | 74,479 | $7,460,552 |
| Greenhaven Associates | Edgar Wachenheim III | 0.02% | 12,500 | $1,248,875 |
| Lountzis Asset Management | Paul Lountzis | 0.16% | 5,062 | $483,269 |
Frequently asked questions about SCHW
Who owns the most SCHW stock?
The largest holders of SCHW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB (CHARLES) CORP (SCHW).
Is SCHW widely held by superinvestors?
Many widely followed stocks like SCHW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHW is represented among the institutional managers we track.