Wednesday, October 28, 2026
Data from SEC filings, checked daily
Public filings, plainly told
Fund holders13F

Funds That Own SCHWAB CHARLES CORP (SCHW)

5 of the 26 major funds we track reported SCHW in their latest 13F, worth $1.71B combined at quarter end.

FundManagerQuarterSharesValue% of portfolioChangeFiled
Viking Global InvestorsAndreas HalvorsenQ2 202610,638,869$981.6M2.80%▼ −27.5%Aug 14, 2026 ↗
Ruane, Cunniff & GoldfarbSequoia Fund adviserQ2 20264,571,355$421.8M6.56%▼ −3.0%Aug 14, 2026 ↗
Renaissance TechnologiesJim Simons (founder)Q2 20261,911,141$176.3M0.24%▲ NewAug 13, 2026 ↗
Markel GroupTom GaynerQ2 20261,394,800$128.7M0.98%▲ +0.8%Jul 31, 2026 ↗
Bridgewater AssociatesRay Dalio (founder)Q2 202628,728$2.65M0.01%▲ +27.1%Aug 14, 2026 ↗
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

A 13F lists long positions in U.S.-listed stocks and some options at quarter end. It does not show short positions, cash, most foreign holdings, or trades made since. What a 13F can't tell you →