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EEFT · SCHW in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

EEFTSCHW
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EEFT
  • SCHW
0204060202120222023202420252026
Holders and value by quarter
QuarterEEFTSCHW
Q3 202013 holders, $705m24 holders, $10.4bn
Q4 202010 holders, $1.0bn20 holders, $18.5bn
Q1 202112 holders, $961m33 holders, $23.9bn
Q2 202110 holders, $950m28 holders, $26.6bn
Q3 202110 holders, $908m24 holders, $27.1bn
Q4 20219 holders, $709m25 holders, $32.6bn
Q1 20225 holders, $637m30 holders, $33.6bn
Q2 20225 holders, $323m34 holders, $24.5bn
Q3 20224 holders, $243m30 holders, $26.7bn
Q4 20225 holders, $343m27 holders, $28.6bn
Q1 20235 holders, $392m36 holders, $15.8bn
Q2 20236 holders, $412m34 holders, $16.1bn
Q3 20235 holders, $221m29 holders, $15.4bn
Q4 20238 holders, $230m24 holders, $20.3bn
Q1 20248 holders, $226m24 holders, $21.8bn
Q2 20246 holders, $182m19 holders, $22.7bn
Q3 20246 holders, $154m30 holders, $20.8bn
Q4 20243 holders, $150m39 holders, $25.4bn
Q1 20255 holders, $243m45 holders, $33.5bn
Q2 20253 holders, $298m44 holders, $33.6bn
Q3 20253 holders, $149m43 holders, $34.0bn
Q4 20254 holders, $128m44 holders, $33.0bn
Q1 20263 holders, $104m36 holders, $28.8bn
Q2 20264 holders, $117m34 holders, $29.9bn
EEFT

Euronet Worldwide Inc

Holders
8
Reported value
$226m
Buyers
4
Sellers
4

Breadth 0 among 93 comparable managers.

Other financial services
SCHW

Charles Schwab Corp (the)

Holders
24
Reported value
$21.8bn
Buyers
15
Sellers
9

Breadth +6 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EEFT (6)

AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC

Only SCHW (22)

AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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