Schwab Charles Corp
Held by 25 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 808513105 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns SCHW?
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Who owns SCHW? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
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| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | Dodge & Cox | 76.97M | $7.10B | 3.7% | Added | +2.0M | +2.6% | +$181.35M |
| 2 | Bill Nygren | Harris Associates (Oakmark Funds) | 24.20M | $2.23B | 3.0% | Added | +2.4M | +11.0% | +$220.43M |
| 3 | Norges Bank | Norges Bank Investment Management | 22.66M | $2.09B | 0.2% | — | — | — | — |
| 4 | Ken Fisher | Fisher Asset Management | 21.95M | $2.03B | 0.6% | Reduced | -266.0K | -1.2% | -$24.55M |
| 5 | Ron Baron | Baron Capital (BAMCO) | 11.66M | $1.08B | 1.6% | Added | +4.2M | +56.2% | +$386.74M |
| 6 | Andreas Halvorsen | Viking Global Investors | 10.64M | $981.65M | 2.8% | Reduced | -4.0M | -27.5% | -$371.49M |
| 7 | Two Sigma | Two Sigma Investments | 8.43M | $777.44M | 0.6% | Added | +3.1M | +57.2% | +$282.85M |
| 8 | David Shaw | D.E. Shaw & Co. | 5.78M | $533.28M | 0.3% | Added | +3.2M | +120.9% | +$291.92M |
| 9 | Barrow Hanley | Barrow Hanley Mewhinney & Strauss | 5.70M | $526.25M | 1.6% | Added | +4.6M | +430.4% | +$427.02M |
| 10 | Ruane Cunniff & Goldfarb | Sequoia Fund adviser | 4.57M | $421.80M | 6.6% | Reduced | -143.4K | -3.0% | -$13.23M |
Preview — the top 10 of 25 rows. The full table is a Basic feature.
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No tracked manager sold out of this stock this quarter.
Politician trades
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| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gil Cisneros Politician | Mar 27, 2026 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Apr 7, 2026 | 11 days | PTR ↗ |
| Gil Cisneros Politician | Jan 9, 2026 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Feb 13, 2026 | 35 days | PTR ↗ |
| Julie Johnson Politician | Dec 18, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Chase Brokerage Account (3935) | Jan 15, 2026 | 28 days | PTR ↗ |
| Dan Newhouse Politician | Dec 11, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Edward Jones IRA | Jan 15, 2026 | 35 days | PTR ↗ |
| Gil Cisneros Politician | Dec 10, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jan 12, 2026 | 33 days | PTR ↗ |
| Julie Johnson Politician | Nov 13, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Chase Brokerage Account (3935) | Dec 11, 2025 | 28 days | PTR ↗ |
| Val T. Hoyle Politician | Sep 23, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Rollover IRA | Oct 10, 2025 | 17 days | PTR ↗ |
| Sheri Biggs Politician | Mar 19, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | W.S.B Trust > UBS Financial Services Inc 36 | Oct 5, 2025 | 200 days Late | PTR ↗ |
| Julie Johnson Politician | Aug 14, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Chase Brokerage Account (3935) | Sep 11, 2025 | 28 days | PTR ↗ |
| Lisa McClain Politician | Jul 16, 2025 | SCHW | Charles Schwab Corporation (SCHW) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 28 days | PTR ↗ |
Preview — the top 10 of 24 rows. The full table is a Basic feature.
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