7 tracked superinvestors hold SCHWAB CHARLES CORP (SCHW), worth $8.9B combined, led by Team. Smart money is accumulating SCHW as of the latest 13F filings.
Current price
$109.29
+13.0%
1Y
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor…
Market cap
$160.4B
P/E
18.2
Div yield
1.1%
Revenue YoY
6.4%
Analyst target
$127
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
7
tracked 13F / N-PORT funds
Combined value
$8.9B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
2 buying · 1 selling
Smart money is net accumulating SCHW: 2 funds added or opened versus 1 trimming.
SCHWAB CHARLES CORP (SCHW) is held by 7 tracked funds worth $8.9B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Team at 4.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 2 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 4.1% | $4.7B | |
| Held | 1.5% | $1.4B | |
| Trimmed | 2.8% | $982M | |
| Added | 0.6% | $784M | |
| Added | 2.5% | $559M | |
| Held | 4% | $231M | |
| Held | 4.5% | $154M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own SCHW?
7 tracked funds hold SCHWAB CHARLES CORP (SCHW), the largest being Team (Dodge & Cox Stock) at 4.1% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SCHW?
In the most recent 13F quarter, 2 tracked funds added or opened SCHW and 1 trimmed it.
How much SCHW do tracked funds hold?
Combined disclosed long exposure to SCHW across tracked superinvestors is $8.9B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.