SCHWAB (CHARLES) CORP (SCHW) Top Institutional Shareholders
SCHWAB (CHARLES) CORP (SCHW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $9.61B in SCHW holdings during the latest filing period.
Dodge & Cox Stock Fund is currently the largest disclosed institutional shareholder of SCHW tracked by InsiderSet, reporting ownership valued at approximately $7.05B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.71B, representing an estimated loss of -4.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SCHW value among the investors covered in this analysis. Major shareholders include Dodge & Cox Stock Fund, Viking Global Investors, Sequoia Fund, and several other long-term asset managers with concentrated positions in SCHWAB (CHARLES) CORP (SCHW).
This page ranks the largest institutional SCHW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 3.87% | 75,002,881 | $7,048,770,797 | $6,708,257,677 | -$340,513,120 | -4.83% |
| Viking Global Investors | Ole Andreas Halvorsen | 3.86% | 14,664,954 | $1,378,212,377 | $1,311,633,486 | -$66,578,891 | -4.83% |
| Sequoia Fund | Ruane, Cunniff & Goldfarb | 7.35% | 4,714,780 | $443,095,024 | $421,689,923 | -$21,405,101 | -4.83% |
| Yacktman Asset Management | Donald Yacktman | 4.89% | 3,904,856 | $366,978,367 | $349,250,321 | -$17,728,046 | -4.83% |
| Giverny Capital | Francois Rochon | 5.29% | 1,536,206 | $144,372,640 | $137,398,265 | -$6,974,375 | -4.83% |
| Parnassus Endeavor Fund | Parnassus Investments | 0.35% | 1,284,730 | $120,738,925 | $114,906,251 | -$5,832,674 | -4.83% |
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.42% | 402,927 | $37,867,079 | $36,037,791 | -$1,829,288 | -4.83% |
| Sequoia Financial Advisors | 0.18% | 343,001 | $32,235,277 | $30,678,009 | -$1,557,268 | -4.83% | |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.24% | 247,732 | $23,281,853 | $22,157,150 | -$1,124,703 | -4.83% |
| Cullen Value Fund | Jim Cullen | 1.23% | 99,484 | $9,348,160 | $8,897,849 | -$450,311 | -4.82% |
| Greenhaven Associates | Edgar Wachenheim III | 0.02% | 12,500 | $1,174,750 | $1,118,000 | -$56,750 | -4.83% |
| Lountzis Asset Management | Paul Lountzis | 0.17% | 4,845 | $455,333 | $433,337 | -$21,996 | -4.83% |
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.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.