Canonical: https://ownershiptrace.com/13f/companies/820

# 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)

| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|  --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Dodge & Cox Funds](https://ownershiptrace.com/13f/investors/29) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 7101867203.00 USD | 76968323.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/200217/0001193125-26-349535-index.html) |
| [Oakmark Funds](https://ownershiptrace.com/13f/investors/11) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2233069698.00 USD | 24201471.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/813917/0000813917-26-000042-index.html) |
| [Viking Global Investors](https://ownershiptrace.com/13f/investors/81) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 981648443.00 USD | 10638869.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1103804/0001103804-26-000006-index.html) |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 533284338.00 USD | 5779607.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1009207/0001104659-26-097217-index.html) |
| [Ruane Cunniff LP](https://ownershiptrace.com/13f/investors/67) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 421798926.00 USD | 4571355.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1720792/0000919574-26-005176-index.html) |
| [Yacktman Asset Management](https://ownershiptrace.com/13f/investors/88) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-11 00:00:00 | 378450203.00 USD | 4101552.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [Renaissance Technologies LLC](https://ownershiptrace.com/13f/investors/63) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 176340980.00 USD | 1911141.000000 | Shares | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1037389/0001037389-26-000059-index.html) |
| [Giverny Capital](https://ownershiptrace.com/13f/investors/35) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-26 00:00:00 | 155158187.00 USD | 1681567.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [Markel Group](https://ownershiptrace.com/13f/investors/74) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-07-31 00:00:00 | 128698196.00 USD | 1394800.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [Ariel Investments](https://ownershiptrace.com/13f/investors/47) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 48469339.00 USD | 525299.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/936753/0000936753-26-000050-index.html) |
| [Tudor Investment](https://ownershiptrace.com/13f/investors/94675) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 47173683.00 USD | 511257.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/923093/0000902664-26-003485-index.html) |
| [Davis Advisors](https://ownershiptrace.com/13f/investors/18) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-11 00:00:00 | 26746397.00 USD | 289871.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1036325/0001036325-26-000020-index.html) |
| [Mairs & Power Funds](https://ownershiptrace.com/13f/investors/54) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 19956894.00 USD | 216288.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [GAMCO](https://ownershiptrace.com/13f/investors/137) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-12 00:00:00 | 5651261.00 USD | 61247.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/807249/0001140361-26-032508-index.html) |
| [Gotham Asset Management](https://ownershiptrace.com/13f/investors/94672) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 3944819.00 USD | 42753.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1510387/0001398344-26-014644-index.html) |
| [East Coast Asset Management](https://ownershiptrace.com/13f/investors/94777) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 4013874.00 USD | 43501.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1579254/0001579254-26-000004-index.html) |
| [Bridgewater Associates](https://ownershiptrace.com/13f/investors/8) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2650733.00 USD | 28728.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1350694/0001350694-26-000003-index.html) |
| [Ancora Advisors / Ancora Holdings](https://ownershiptrace.com/13f/investors/101) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2350679.00 USD | 25476.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1446114/0001446114-26-000012-index.html) |
| [Greenhaven Associates](https://ownershiptrace.com/13f/investors/38) | SCHWAB CHARLES CORP | SHARE | 2026-06-30 | 2026-07-28 00:00:00 | 1153375.00 USD | 12500.000000 | Shares | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |

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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