Schwab Charles Corp
SCHW- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
In the last 90 days, Schwab Charles Corp insiders filed 0 open-market purchases and 29 sales; 2,318 institutions reported holding it in 13F filings for Q2 2026, worth $133.8B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.
Superinvestors holding SCHW, Q2 2026
6 superinvestors report holding Schwab Charles Corp on Form 13F, worth $3.73B in total. Weight is Schwab Charles Corp's share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| Harris Associates (Oakmark)Bill Nygren | 3.0% | 24,201,471 | $2.23B | Added+11.0% |
| Viking Global InvestorsAndreas Halvorsen | 2.8% | 10,638,869 | $981.6M | Reduced−27.5% |
| D1 Capital PartnersDan Sundheim | 0.7% | 2,466,590 | $227.6M | Added+4.6% |
| Giverny CapitalFrançois Rochon | 5.3% | 1,681,567 | $155.2M | Added+9.5% |
| Markel GroupTom Gayner | 1.0% | 1,394,800 | $128.7M | Added+0.8% |
| Greenhaven AssociatesEdgar Wachenheim III | <0.1% | 12,500 | $1.15M | Unchanged |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of SCHW each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
6 superinvestors holding at quarter end
- Added
- Harris Associates (Oakmark) (+11.0%), D1 Capital Partners (+4.6%), Giverny Capital (+9.5%), Markel Group (+0.8%)
- Reduced
- Viking Global Investors (−27.5%)
Q1 2026
6 superinvestors holding at quarter end
- Added
- Viking Global Investors (+5.7%), Markel Group (+0.6%)
- Reduced
- Harris Associates (Oakmark) (−1.0%), D1 Capital Partners (−25.3%), Giverny Capital (−3.1%)
- Sold out
- Maverick Capital
Q4 2025
7 superinvestors holding at quarter end
- Added
- Harris Associates (Oakmark) (+3.7%), Giverny Capital (+0.6%), Markel Group (+0.8%), Maverick Capital (+44.0%)
- Reduced
- Viking Global Investors (−16.3%), D1 Capital Partners (−17.5%), Greenhaven Associates (−16.7%)
Q3 2025
7 superinvestors holding at quarter end
- New
- Maverick Capital
- Added
- Viking Global Investors (+5.1%), D1 Capital Partners (+8.5%), Giverny Capital (+0.5%)
- Reduced
- Harris Associates (Oakmark) (−7.5%), Greenhaven Associates (−25.0%)
Q2 2025
6 superinvestors holding at quarter end
- Added
- Giverny Capital (+65.2%)
- Reduced
- Harris Associates (Oakmark) (−16.8%), Viking Global Investors (−11.0%), D1 Capital Partners (−19.1%)
- Sold out
- Maverick Capital
Q1 2025
7 superinvestors holding at quarter end
- New
- D1 Capital Partners, Maverick Capital
- Added
- Viking Global Investors (+20.9%), Markel Group (+0.1%), Giverny Capital (+0.1%)
- Reduced
- Harris Associates (Oakmark) (−0.3%)
- Sold out
- Coatue Management
Q4 2024
6 superinvestors holding at quarter end
- New
- Coatue Management
- Added
- Viking Global Investors (+526.5%), Markel Group (+1.0%), Giverny Capital (+1.3%)
- Reduced
- Harris Associates (Oakmark) (−1.9%)
Q3 2024
5 superinvestors holding at quarter end
- New
- Viking Global Investors
- Added
- Harris Associates (Oakmark) (+23.1%), Giverny Capital (+7.6%)
- Reduced
- Markel Group (−1.2%)
Q2 2024
4 superinvestors holding at quarter end
- Added
- Harris Associates (Oakmark) (+0.7%), Markel Group (+1.0%), Giverny Capital (+1.0%)
- Sold out
- Maverick Capital
Q1 2024
5 superinvestors holding at quarter end
- Added
- Harris Associates (Oakmark) (+19.4%), Markel Group (+1.4%), Maverick Capital (+31.2%), Giverny Capital (+3.3%)
- Sold out
- Duquesne Family Office
Q4 2023
6 superinvestors holding at quarter end
- New
- Duquesne Family Office
- Added
- Harris Associates (Oakmark) (+2.0%), Markel Group (+4.5%), Maverick Capital (+48.9%), Giverny Capital (+3.6%)
Q3 2023
5 superinvestors holding at quarter end
- New
- Maverick Capital
- Added
- Markel Group (+2.4%), Giverny Capital (+7.0%)
- Reduced
- Harris Associates (Oakmark) (−0.9%)
Q2 2023
4 superinvestors holding at quarter end
- Added
- Harris Associates (Oakmark) (+53.8%), Markel Group (+6.8%)
- Reduced
- Giverny Capital (−38.4%)
Q1 2023
4 superinvestors holding at quarter end
- Added
- Harris Associates (Oakmark) (+42.1%), Markel Group (+2.8%)
- Reduced
- Giverny Capital (−1.7%)
- Sold out
- Weitz Investment Management
Q4 2022
5 superinvestors holding at quarter end
- Added
- Giverny Capital (+1.2%), Markel Group (+1.7%)
- Reduced
- Harris Associates (Oakmark) (−23.1%), Weitz Investment Management (−5.9%)
Q3 2022
5 superinvestors holding at quarter end
- Added
- Giverny Capital (+2.9%), Markel Group (+1.2%)
- Reduced
- Harris Associates (Oakmark) (−11.9%)
Q2 2022
5 superinvestors holding at quarter end
- Added
- Harris Associates (Oakmark) (+5.8%), Giverny Capital (+3.5%), Markel Group (+0.7%), Weitz Investment Management (+5.5%)
Q1 2022
5 superinvestors holding at quarter end
- Added
- Giverny Capital (+0.9%)
- Reduced
- Harris Associates (Oakmark) (−3.5%), Weitz Investment Management (−41.1%), Greenhaven Associates (−11.1%)
Q4 2021
5 superinvestors holding at quarter end
- Added
- Giverny Capital (+2.1%)
- Reduced
- Harris Associates (Oakmark) (−1.2%), Weitz Investment Management (−6.3%), Greenhaven Associates (−46.4%)
Q3 2021
5 superinvestors holding at quarter end
- Added
- Harris Associates (Oakmark) (+1.9%), Giverny Capital (+4.8%)
- Reduced
- Greenhaven Associates (−70.9%)
- Sold out
- ARK Invest
Q2 2021
6 superinvestors holding at quarter end
- Added
- Harris Associates (Oakmark) (+0.7%), Giverny Capital (+4.5%)
- Reduced
- Weitz Investment Management (−6.0%), ARK Invest (−30.7%), Greenhaven Associates (−88.5%)
- Sold out
- Maverick Capital