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SCHW: insider buying, 13F holders, analyst moves
Schwab Charles Corp
A summary of public filings about Schwab Charles Corp. For the latest insider history, price chart, analyst changes and activist filings, open the live lookup.
SEC Form 13F · Q2 2026
10 of our 100 managers hold SCHW
Combined reported value $2.58B; 1 sold out since Q1 2026.
Holders among our 100 managers: 8 in Q3 2023, 10 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Viking Global Investors | $981.6M | 2.80% | Trimmed |
| Ruane, Cunniff & Goldfarb | $421.8M | 6.56% | Trimmed |
| Yacktman Asset | $378.5M | 4.68% | Added |
| D1 Capital Partners | $227.6M | 0.65% | Added |
| Darsana Capital Partners | $207.6M | 0.93% | Unchanged |
| Giverny Capital | $155.2M | 5.22% | Added |
| Markel Group | $128.7M | 0.98% | Added |
| Tudor Investment | $47.2M | 0.19% | Added |
| Davis Selected Advisers | $26.7M | 0.11% | Trimmed |
| Greenhaven Associates | $1.2M | 0.01% | Unchanged |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.