SCHWAB (CHARLES) CORP (SCHW) Institutional Ownership and Insiders Activity
SCHWAB (CHARLES) CORP (SCHW) is widely held by institutional investors, with 12 tracked firms reporting positions valued at approximately $9.61B based on SEC Form 13F filings for the quarter ended March 31, 2026.
Dodge & Cox Stock Fund is the largest disclosed holder, reporting approximately $7.05B in SCHW holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Dodge & Cox Stock Fund representing the majority of disclosed value.
Institutional Holders
12
Total Reported Value
$9.61B
Largest Holder
Dodge & Cox Stock Fund
Largest Position
$7.05B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Dodge & Cox Stock Fund$7.05B
- Viking Global Investors$1.38B
- Sequoia Fund$443.10M
- Yacktman Asset Management$366.98M
- Giverny Capital$144.37M
SCHW News
All news- Ole Andreas Halvorsen's March Portfolio: Tech & Finance Dominance with Strategic Shifts
May 17, 2026 · valut.ai
- Ole Andreas Halvorsen's Top Holdings: A Strategic Portfolio Snapshot for March 2026
May 17, 2026 · valut.ai
- Ole Andreas Halvorsen's March 2026 Portfolio Highlights Significant Increases in Visa, Disney, and Fortive
May 17, 2026 · valut.ai
- Ole Andreas Halvorsen's Portfolio Concentration: Top Holdings Analysis
May 17, 2026 · valut.ai
- Ole Andreas Halvorsen Top Holdings Analysis: March 2026 Portfolio Insights
May 17, 2026 · valut.ai
- Viking Global Investors: Quarter 2026 Portfolio Highlights - Major Buys and Sells by Ole Andreas Halvorsen
May 17, 2026 · valut.ai
- Ole Andreas Halvorsen Portfolio Update: March 2026 Insights
May 17, 2026 · valut.ai
- Francois Rochon's Top Holdings in Giverny Capital Portfolio
May 17, 2026 · valut.ai
Related SCHW Institutional Insights:
- SCHW Institutional Ownership & Insiders Activity
- SCHW Institutional Ownership & 13F Activity
- SCHW Top Institutional Shareholders
- SCHW Institutional Buying Activity
- SCHW Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SCHW Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings