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RGLD · 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.

RGLDSCHW
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.
  • RGLD
  • SCHW
0204060202120222023202420252026
Holders and value by quarter
QuarterRGLDSCHW
Q3 202012 holders, $1.5bn24 holders, $10.4bn
Q4 202011 holders, $1.4bn20 holders, $18.5bn
Q1 20217 holders, $1.4bn33 holders, $23.9bn
Q2 20216 holders, $1.5bn28 holders, $26.6bn
Q3 20216 holders, $1.3bn24 holders, $27.1bn
Q4 202110 holders, $1.5bn25 holders, $32.6bn
Q1 20227 holders, $1.8bn30 holders, $33.6bn
Q2 202211 holders, $1.2bn34 holders, $24.5bn
Q3 20227 holders, $1.1bn30 holders, $26.7bn
Q4 20227 holders, $1.3bn27 holders, $28.6bn
Q1 202310 holders, $1.6bn36 holders, $15.8bn
Q2 20238 holders, $1.4bn34 holders, $16.1bn
Q3 20238 holders, $1.5bn29 holders, $15.4bn
Q4 20238 holders, $1.6bn24 holders, $20.3bn
Q1 20249 holders, $1.6bn24 holders, $21.8bn
Q2 202410 holders, $1.7bn19 holders, $22.7bn
Q3 20248 holders, $2.0bn30 holders, $20.8bn
Q4 20248 holders, $1.9bn39 holders, $25.4bn
Q1 202510 holders, $2.5bn45 holders, $33.5bn
Q2 202510 holders, $2.8bn44 holders, $33.6bn
Q3 202514 holders, $2.9bn43 holders, $34.0bn
Q4 202510 holders, $3.4bn44 holders, $33.0bn
Q1 202618 holders, $4.5bn36 holders, $28.8bn
Q2 202612 holders, $3.1bn34 holders, $29.9bn
RGLD

Royal Gold Inc

Holders
12
Reported value
$3.1bn
Buyers
16
Sellers
20

Breadth -4 among 91 comparable managers.

Other financial services
SCHW

Charles Schwab Corp (the)

Holders
34
Reported value
$29.9bn
Buyers
28
Sellers
20

Breadth +8 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q2 2026

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RGLD (5)

Capital Research Global Investors, Capital World Investors, First Eagle Investment Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC

Only SCHW (27)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC, and 2 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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