Schwab (charles) (SCHW) Held by Superinvestors
SCHWAB (CHARLES) CORP (SCHW) is currently held by 13 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $9.45B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dodge & Cox Stock Fund is currently the largest disclosed institutional shareholder of SCHW tracked by InsiderSet, reporting ownership valued at approximately $7.10B in its June 30, 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 $6.97B, representing an estimated loss of -1.83% 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 | 3.72% | 76,968,323 | $7,101,867,203 | $6,971,790,697 | -$130,076,506 | -1.83% |
| Viking Global Investors | Ole Andreas Halvorsen | 2.80% | 10,638,869 | $981,648,443 | $963,668,754 | -$17,979,689 | -1.83% |
| Sequoia Fund | Ruane, Cunniff & Goldfarb | 6.56% | 4,571,355 | $421,798,926 | $414,073,336 | -$7,725,590 | -1.83% |
| Yacktman Asset Management | Donald Yacktman | 4.68% | 4,101,552 | $378,450,203 | $371,518,580 | -$6,931,623 | -1.83% |
| Renaissance Technologies LLC | Jim Simons | 0.24% | 1,911,141 | $176,340,980 | $173,111,152 | -$3,229,828 | -1.83% |
| Giverny Capital | Francois Rochon | 5.22% | 1,681,567 | $155,158,187 | $152,316,339 | -$2,841,848 | -1.83% |
| Parnassus Endeavor Fund | Parnassus Investments | 0.36% | 1,247,826 | $121,962,513 | $113,028,079 | -$8,934,434 | -7.33% |
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.48% | 525,299 | $48,469,339 | $47,581,583 | -$887,756 | -1.83% |
| Sequoia Financial Advisors | 0.15% | 327,673 | $30,234,397 | $29,680,620 | -$553,777 | -1.83% | |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.18% | 216,288 | $19,956,894 | $19,591,367 | -$365,527 | -1.83% |
| Cullen Value Fund | Jim Cullen | 1.37% | 120,668 | $11,711,499 | $10,930,107 | -$781,392 | -6.67% |
| Greenhaven Associates | Edgar Wachenheim III | 0.01% | 12,500 | $1,153,375 | $1,132,250 | -$21,125 | -1.83% |
| Lountzis Asset Management | Paul Lountzis | 0.14% | 4,845 | $447,049 | $438,860 | -$8,189 | -1.83% |
Frequently asked questions about SCHW
Who are the largest superinvestors holding SCHW?
The largest superinvestors holding SCHW in the latest SEC Form 13F filings include Dodge & Cox Stock Fund, Viking Global Investors, Sequoia Fund, Yacktman Asset Management, and Renaissance Technologies LLC. InsiderSet ranks these superinvestors by their latest reported SCHW position.
What does the SCHW superinvestors page include?
This page tracks SCHW positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SCHWAB (CHARLES) CORP (SCHW) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold SCHW?
InsiderSet currently tracks 13 superinvestors reporting SCHW holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SCHW.
How much SCHW stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $9.45B in SCHW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were SCHW superinvestor holdings last updated?
The latest SCHW superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor SCHW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SCHW position after the reporting date.
Are superinvestors buying or selling SCHW?
Buying and selling can be analyzed by comparing SCHW positions across consecutive 13F reporting periods. InsiderSet's SCHW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHW ownership changes.
How have superinvestor SCHW holdings changed over time?
InsiderSet tracks SCHW holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.