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SCHW

The Charles Schwab Corporation · XNYS

Season
Q2 2026 · as of Jun 30
Holders
15 of 97 filed · prev 15
Median weight
1.37%
Sector
Financials
Type
equity · US

Moves13 this quarter

Streakslongest holders · 53 quarters on record

  1. Dodge & Cox David Hoeft, CIO 3.7%53+ quarters
  2. Baron Ron Baron, CEO 1.6%53+ quarters
  3. Mairs Andrew Adams, CIO 0.2%53+ quarters
  4. Davis Chris Davis, portfolio manager 0.1%53+ quarters
  5. Markel Tom Gayner, CEO 1.0%46 quarters

The record for SCHW begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding15 Q2 2026

Largest weight6.6% Q2 2026

Holders15 of 97 filed

Sequoia6.56%4,571,355$422Mtrimmed−3%−0.79 pp41 q
GivernyFrançois Rochon, CEO5.22%1,681,567$155Madded+9%+0.07 pp32 q
YacktmanStephen Yacktman, CIO4.68%4,101,552$378Madded+5%+0.21 pp29 q
Dodge & CoxDavid Hoeft, CIO3.72%76,968,323$7.1Badded+3%+0.15 pp53+ q
OakmarkBill Nygren, CIO2.97%24,201,471$2.2Badded+11%+0.23 pp32 q
VikingAndreas Halvorsen, CEO2.80%10,638,869$982Mtrimmed−27%−1.06 pp8 q
BaronRon Baron, CEO1.61%11,655,694$1.1Badded+56%+0.51 pp53+ q
PRIMECAPJoel Fried, portfolio manager1.37%25,120,895$2.3Badded+7%+0.36 pp27 q
MarkelTom Gayner, CEO0.98%1,394,800$129Madded+1%+0.11 pp46 q
D1Daniel Sundheim, founder0.65%2,466,590$228Madded+5%+1.32 pp6 q
PARPaul Reeder, founder0.56%245,000$23Mtrimmed−3%−0.13 pp26 q
ArielJohn Rogers, CIO0.48%525,299$48Madded+30%+0.06 pp26 q
MairsAndrew Adams, CIO0.18%216,288$20Mtrimmed−13%−0.06 pp53+ q
DavisChris Davis, portfolio manager0.11%289,871$27Mtrimmed−7%—53+ q
GreenhavenEdgar Wachenheim, founder0.01%12,500$1Mheld—25 q