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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 Q2 2026 it was held by 11 managers with an aggregate reported value of $11.5B, which is 1.00% of the combined portfolio.

As of Q2 2026, 11 tracked institutional managers held SCHW (The Charles Schwab Corp.) with an aggregate reported value of $11.5B1.00% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2026
Ticker
SCHW

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox3.72%Add +2.6%76,968,323$7.1B
2Bill Nygren - Oakmark Funds2.97%Add +10.9%24,201,471$2.23B
3Viking Global Investors - Viking Global Investors2.80%Reduce -27.4%10,638,869$981.65M
4Ruane Cunniff LP - Ruane Cunniff LP6.56%Reduce -3.0%4,571,355$421.8M
5Yacktman Asset Management - Yacktman Asset Management4.68%Add +5.0%4,101,552$378.45M
6Francois Rochon - Giverny Capital5.22%Add +9.5%1,681,567$155.16M
7Thomas Gayner - Markel Asset Management0.98%Add +0.8%1,394,800$128.7M
8Ariel Investments - Ariel Investments0.48%Add +30.4%525,299$48.47M
9Christopher Davis - Davis Advisors 0.11%Reduce -6.8%289,871$26.75M
10Mairs & Power Growth Fund - Mairs & Power Growth Fund0.18%Reduce -12.7%216,288$19.96M
11Greenhaven Associates - Greenhaven Associates0.01%-12,500$1.15M
Loading holder history for SCHW