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SCHW · V 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.

SCHWV
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.
  • SCHW
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterSCHWV
Q3 202024 holders, $10.4bn55 holders, $62.2bn
Q4 202020 holders, $18.5bn52 holders, $67.1bn
Q1 202133 holders, $23.9bn58 holders, $64.5bn
Q2 202128 holders, $26.6bn52 holders, $69.3bn
Q3 202124 holders, $27.1bn56 holders, $63.6bn
Q4 202125 holders, $32.6bn47 holders, $58.0bn
Q1 202230 holders, $33.6bn59 holders, $61.8bn
Q2 202234 holders, $24.5bn57 holders, $55.2bn
Q3 202230 holders, $26.7bn57 holders, $50.7bn
Q4 202227 holders, $28.6bn54 holders, $59.4bn
Q1 202336 holders, $15.8bn55 holders, $64.0bn
Q2 202334 holders, $16.1bn54 holders, $65.2bn
Q3 202329 holders, $15.4bn55 holders, $61.5bn
Q4 202324 holders, $20.3bn48 holders, $68.6bn
Q1 202424 holders, $21.8bn50 holders, $73.1bn
Q2 202419 holders, $22.7bn45 holders, $69.5bn
Q3 202430 holders, $20.8bn47 holders, $70.5bn
Q4 202439 holders, $25.4bn48 holders, $77.6bn
Q1 202545 holders, $33.5bn43 holders, $83.5bn
Q2 202544 holders, $33.6bn45 holders, $83.4bn
Q3 202543 holders, $34.0bn48 holders, $82.8bn
Q4 202544 holders, $33.0bn49 holders, $86.0bn
Q1 202636 holders, $28.8bn49 holders, $73.3bn
Q2 202634 holders, $29.9bn52 holders, $81.9bn
SCHW

Charles Schwab Corp (the)

Holders
30
Reported value
$20.8bn
Buyers
22
Sellers
8

Breadth +14 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
47
Reported value
$70.5bn
Buyers
15
Sellers
29

Breadth -14 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SCHW (5)

Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Verition Fund Management LLC

Only V (22)

Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Maverick Capital Ltd, Neuberger Berman Group LLC, Polen Capital Management LLC, Soroban Capital Partners LP, Steadfast Capital Management LP, Susquehanna International Group LLP, TCI Fund Management Ltd, ValueAct Holdings LP, Voloridge Investment Management LLC, Walleye Capital LLC

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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