Who owns SCHWAB CHARLES CORP (SCHW)? Elite investor 13F holders

19 tracked elite investors reported holding SCHWAB CHARLES CORP as of 2026-06-30, including Dodge & Cox Funds, Oakmark Funds, Viking Global Investors, D.E. Shaw, Ruane Cunniff LP. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.

19 tracked investors currently reported holding · Latest report period: 2026-06-30 · Financials · Financial Services

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and…

Reported holders and securities, including exits (up to 20)

Reported holders and securities, including exits (up to 20)
InvestorSecurityInstrumentReport periodFiledValueQuantityUnitsChangeSource
Dodge & Cox FundsSCHWAB CHARLES CORPSHARE2026-06-302026-08-13 00:00:007101867203.00 USD76968323.000000SharesaddOriginal filing
Oakmark FundsSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:002233069698.00 USD24201471.000000SharesaddOriginal filing
Viking Global InvestorsSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:00981648443.00 USD10638869.000000SharesreduceOriginal filing
D.E. ShawSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:00533284338.00 USD5779607.000000SharesaddOriginal filing
Ruane Cunniff LPSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:00421798926.00 USD4571355.000000SharesreduceOriginal filing
Yacktman Asset ManagementSCHWAB CHARLES CORPSHARE2026-06-302026-08-11 00:00:00378450203.00 USD4101552.000000SharesaddOriginal filing
Renaissance Technologies LLCSCHWAB CHARLES CORPSHARE2026-06-302026-08-13 00:00:00176340980.00 USD1911141.000000SharesbuyOriginal filing
Giverny CapitalSCHWAB CHARLES CORPSHARE2026-06-302026-08-26 00:00:00155158187.00 USD1681567.000000SharesaddOriginal filing
Markel GroupSCHWAB CHARLES CORPSHARE2026-06-302026-07-31 00:00:00128698196.00 USD1394800.000000SharesaddOriginal filing
Ariel InvestmentsSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:0048469339.00 USD525299.000000SharesaddOriginal filing
Tudor InvestmentSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:0047173683.00 USD511257.000000SharesaddOriginal filing
Davis AdvisorsSCHWAB CHARLES CORPSHARE2026-06-302026-08-11 00:00:0026746397.00 USD289871.000000SharesreduceOriginal filing
Mairs & Power FundsSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:0019956894.00 USD216288.000000SharesreduceOriginal filing
GAMCOSCHWAB CHARLES CORPSHARE2026-06-302026-08-12 00:00:005651261.00 USD61247.000000SharesaddOriginal filing
Gotham Asset ManagementSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:003944819.00 USD42753.000000SharesreduceOriginal filing
East Coast Asset ManagementSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:004013874.00 USD43501.000000SharesreduceOriginal filing
Bridgewater AssociatesSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:002650733.00 USD28728.000000SharesaddOriginal filing
Ancora Advisors / Ancora HoldingsSCHWAB CHARLES CORPSHARE2026-06-302026-08-14 00:00:002350679.00 USD25476.000000SharesreduceOriginal filing
Greenhaven AssociatesSCHWAB CHARLES CORPSHARE2026-06-302026-07-28 00:00:001153375.00 USD12500.000000SharesholdOriginal filing

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

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