SCHW - The Charles Schwab Corp.
This page shows which of the focused investors we track hold SCHW and how their positions changed, so you can see how much conviction the group has in the stock.
In Q3 2025 it was held by 12 managers with an aggregate reported value of $13B, which is 1.14% of the combined portfolio.
As of Q3 2025, 12 tracked institutional managers held SCHW (The Charles Schwab Corp.) with an aggregate reported value of $13B — 1.14% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q3 2025
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 4.28% | Reduce -1.6% | 83,043,253 | $7.93B |
| 2 | Bill Nygren - Oakmark Funds | 3.25% | Reduce -7.5% | 21,235,618 | $2.03B |
| 3 | Viking Global Investors - Viking Global Investors | 4.11% | Add +5.1% | 16,583,101 | $1.58B |
| 4 | Ruane Cunniff LP - Ruane Cunniff LP | 9.99% | Reduce -4.3% | 6,315,561 | $602.95M |
| 5 | Yacktman Asset Management - Yacktman Asset Management | 5.52% | Reduce -8.1% | 4,194,646 | $400.46M |
| 6 | Francois Rochon - Giverny Capital | 4.80% | Add +0.5% | 1,575,776 | $150.44M |
| 7 | Thomas Gayner - Markel Asset Management | 1.06% | - | 1,364,800 | $130.3M |
| 8 | Lee Ainslie - Maverick Capital | 1.11% | New | 870,072 | $83.07M |
| 9 | Ariel Investments - Ariel Investments | 0.35% | Reduce -14.4% | 347,408 | $33.17M |
| 10 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.27% | Reduce -11.2% | 299,389 | $28.58M |
| 11 | Christopher Davis - Davis Advisors | 0.15% | Add +0.0% | 296,441 | $28.3M |
| 12 | Greenhaven Associates - Greenhaven Associates | 0.02% | Reduce -25.0% | 15,000 | $1.43M |
Loading holder history for SCHW…