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FCRS · 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.

FCRSSCHW
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.
  • FCRS
  • SCHW
0204060202120222023202420252026
Holders and value by quarter
QuarterFCRSSCHW
Q3 2020none listed holders, n.a.24 holders, $10.4bn
Q4 2020none listed holders, n.a.20 holders, $18.5bn
Q1 2021none listed holders, n.a.33 holders, $23.9bn
Q2 2021none listed holders, n.a.28 holders, $26.6bn
Q3 2021none listed holders, n.a.24 holders, $27.1bn
Q4 2021none listed holders, n.a.25 holders, $32.6bn
Q1 2022none listed holders, n.a.30 holders, $33.6bn
Q2 2022none listed holders, n.a.34 holders, $24.5bn
Q3 2022none listed holders, n.a.30 holders, $26.7bn
Q4 2022none listed holders, n.a.27 holders, $28.6bn
Q1 2023none listed holders, n.a.36 holders, $15.8bn
Q2 2023none listed holders, n.a.34 holders, $16.1bn
Q3 2023none listed holders, n.a.29 holders, $15.4bn
Q4 2023none listed holders, n.a.24 holders, $20.3bn
Q1 2024none listed holders, n.a.24 holders, $21.8bn
Q2 2024none listed holders, n.a.19 holders, $22.7bn
Q3 2024none listed holders, n.a.30 holders, $20.8bn
Q4 2024none listed holders, n.a.39 holders, $25.4bn
Q1 2025none listed holders, n.a.45 holders, $33.5bn
Q2 2025none listed holders, n.a.44 holders, $33.6bn
Q3 2025none listed holders, n.a.43 holders, $34.0bn
Q4 20252 holders, $9.6m44 holders, $33.0bn
Q1 20264 holders, $26m36 holders, $28.8bn
Q2 20264 holders, $22m34 holders, $29.9bn
FCRS

Futurecrest Acquisition Corp CL A Ord SHS

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Other financial services
SCHW

Charles Schwab Corp (the)

Holders
19
Reported value
$22.7bn
Buyers
8
Sellers
13

Breadth -5 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q2 2024

Among the 19 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only FCRS (0)

None.

Only SCHW (19)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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