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IDCC · 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.

IDCCSCHW
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.
  • IDCC
  • SCHW
0204060202120222023202420252026
Holders and value by quarter
QuarterIDCCSCHW
Q3 20203 holders, $143m24 holders, $10.4bn
Q4 20203 holders, $143m20 holders, $18.5bn
Q1 20211 holders, $72m33 holders, $23.9bn
Q2 20213 holders, $78m28 holders, $26.6bn
Q3 20212 holders, $51m24 holders, $27.1bn
Q4 20212 holders, $50m25 holders, $32.6bn
Q1 20222 holders, $46m30 holders, $33.6bn
Q2 20224 holders, $78m34 holders, $24.5bn
Q3 20222 holders, $30m30 holders, $26.7bn
Q4 20221 holders, $33m27 holders, $28.6bn
Q1 20232 holders, $41m36 holders, $15.8bn
Q2 20233 holders, $120m34 holders, $16.1bn
Q3 20233 holders, $84m29 holders, $15.4bn
Q4 20233 holders, $34m24 holders, $20.3bn
Q1 20244 holders, $9.8m24 holders, $21.8bn
Q2 20243 holders, $5.9m19 holders, $22.7bn
Q3 20243 holders, $6.4m30 holders, $20.8bn
Q4 20247 holders, $23m39 holders, $25.4bn
Q1 20259 holders, $164m45 holders, $33.5bn
Q2 20256 holders, $34m44 holders, $33.6bn
Q3 20258 holders, $567m43 holders, $34.0bn
Q4 20254 holders, $787m44 holders, $33.0bn
Q1 20264 holders, $858m36 holders, $28.8bn
Q2 20262 holders, $758m34 holders, $29.9bn
IDCC

Interdigital Inc

Holders
9
Reported value
$164m
Buyers
9
Sellers
0

Breadth +9 among 95 comparable managers.

Other financial services
SCHW

Charles Schwab Corp (the)

Holders
45
Reported value
$33.5bn
Buyers
31
Sellers
16

Breadth +15 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IDCC (4)

Acadian Asset Management LLC, Caxton Associates LLP, PDT Partners LLC, Tudor Investment Corp

Only SCHW (40)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 15 more

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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