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SCHW in the 13F filings

Charles Schwab Corp (the) · CUSIP 808513105

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 26 Jan 2024
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 19 listed it in both
Shares listed
294,872,366
combined, among listed positions
Reported value
$20.3bn
combined, at the quarter end

Among the 93 comparable managers: 15 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SCHW in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Dodge & Cox86,421,986$5.9bn3.77%Added+8,182,46722 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc69,360,233$4.8bn0.64%Added+17,369,09116 Feb 2024 (the filing on sec.gov)
MFS Investment Management30,994,967$2.1bn0.69%Added+1,219,0158 Feb 2024 (the filing on sec.gov)
Harris Associates LP19,075,806$1.3bn2.26%Added+376,63414 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP18,771,187$1.3bn0.50%Trimmed-72,08614 Feb 2024 (the filing on sec.gov)
Invesco Ltd14,332,658$986m0.23%Trimmed-1,228,26613 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP11,668,610$803m0.15%Added+1,373,22312 Feb 2024 (the filing on sec.gov)
Artisan Partners LP9,141,570$629m0.97%Added+960,31112 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd8,572,119$590m0.35%Trimmed-554,78514 Feb 2024 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP8,470,156$583m9.31%Trimmed-210,67914 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co6,936,695$477m0.38%Trimmed-351,72926 Jan 2024 (the filing on sec.gov)
First Eagle Investment Management LLC3,573,357$246m0.59%Trimmed-6,0738 Feb 2024 (the filing on sec.gov)
Citadel Advisors LLC2,762,748$190munder 0.1%Added+197,28114 Feb 2024 (the filing on sec.gov)
Markel Group Inc1,334,766$92m1.00%Added+58,0002 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd970,217$67m1.34%Added+318,51114 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP854,346$59m0.10%Newnew14 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC577,487$40munder 0.1%Trimmed-18,16914 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC380,622$26munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP194,339$13m0.07%Added+133,18614 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd191,611$13m0.10%Trimmed-196,84213 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC173,958$12m0.08%Addedn.a.14 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP56,508$3.9munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
GAMCO Investors Inc34,100$2.3munder 0.1%Trimmed-20,00014 Feb 2024 (the filing on sec.gov)
Winton Group Ltd22,320$1.5m0.11%Newnew12 Feb 2024 (the filing on sec.gov)

What managers have written about SCHW

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
30 in Q3 2024 to 34 in Q2 2026

Tracked managers listing it, at least.

02040602014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SCHW by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201313$5.0bnn.a.n.a.
Q3 201316$5.1bnn.a.n.a.
Q4 201314$6.3bnn.a.n.a.
Q1 201416$6.1bnn.a.n.a.
Q2 201418$5.7bnn.a.n.a.
Q3 201421$6.5bnn.a.n.a.
Q4 201419$6.3bnn.a.n.a.
Q1 201519$6.5bnn.a.n.a.
Q2 201522$7.5bnn.a.n.a.
Q3 201525$6.6bnn.a.n.a.
Q4 201521$7.0bnn.a.n.a.
Q1 201618$5.4bnn.a.n.a.
Q2 201624$5.2bnn.a.n.a.
Q3 201623$6.9bnn.a.n.a.
Q4 201622$9.3bnn.a.n.a.
Q1 201720$9.9bnn.a.n.a.
Q2 201717$10.6bnn.a.n.a.
Q3 201722$10.9bnn.a.n.a.
Q4 201726$13.6bnn.a.n.a.
Q1 201818$15.0bnn.a.n.a.
Q2 201822$16.0bnn.a.n.a.
Q3 201825$14.4bnn.a.n.a.
Q4 201821$11.7bnn.a.n.a.
Q1 201929$12.0bnn.a.n.a.
Q2 201928$10.0bnn.a.n.a.
Q3 201925$9.8bnn.a.n.a.
Q4 201933$11.7bnn.a.n.a.
Q1 202027$9.0bnn.a.n.a.
Q2 202034$9.6bnn.a.n.a.
Q3 202024$10.4bnn.a.n.a.
Q4 202020$18.5bnn.a.n.a.
Q1 202133$23.9bnn.a.n.a.
Q2 202128$26.6bnn.a.n.a.
Q3 202124$27.1bnn.a.n.a.
Q4 202125$32.6bnn.a.n.a.
Q1 202230$33.6bnn.a.n.a.
Q2 202234$24.5bnn.a.n.a.
Q3 202230$26.7bnn.a.n.a.
Q4 202227$28.6bnn.a.n.a.
Q1 202336$15.8bnn.a.n.a.
Q2 202334$16.1bnn.a.n.a.
Q3 202329$15.4bnn.a.n.a.
Q4 202324$20.3bn1512
Q1 202424$21.8bn159
Q2 202419$22.7bn813
Q3 202430$20.8bn228
Q4 202439$25.4bn2711
Q1 202545$33.5bn3116
Q2 202544$33.6bn2026
Q3 202543$34.0bn2220
Q4 202544$33.0bn2723
Q1 202636$28.8bn1733
Q2 202634$29.9bn2820

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SCHW and V →SCHW and AXP →SCHW and BAC →Choose a stock to compare with SCHW →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SCHW, latest filings →Back to the 13F Explorer →