Follow-The-Filings

Security · featured owners

SCHW Schwab Charles Corp.

Financials COM Equity as of 2026 Q2 among managers we track

  • 15 Owners
  • #40
  • Max 16.4%
  • Master 0.75%
  • $12.9B
  • 8 add 5 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 16.4% (Claude Leveille - Courant Investment Management) · not free-float ownership

  1. Claude Leveille 16.4%
  2. Ruane, Cunniff & Goldfarb reduce 6.6%
  3. Francois Rochon add 5.2%
  4. Don Yacktman add 4.7%
  5. Dodge & Cox add 3.7%
  6. Bill Nygren / Oakmark add 3.0%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 3.7% Add +2.6% 76,968,323 $7.1B history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 3.0% Add +11.0% 24,201,471 $2.2B history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 1.6% Add +56.2% 11,655,694 $1.1B history
Andreas Halvorsen - Viking Global Investors 2026 Q2 2.8% Reduce −27.5% 10,638,869 $982M history
Ruane, Cunniff & Goldfarb 2026 Q2 6.6% Reduce −3.0% 4,571,355 $422M history
Don Yacktman - Yacktman Asset Management 2026 Q2 4.7% Add +5.0% 4,101,552 $378M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.65% Add +4.6% 2,466,590 $228M history
Francois Rochon - Giverny Capital 2026 Q2 5.2% Add +9.5% 1,681,567 $155M history
Thomas Gayner - Markel Group 2026 Q2 0.98% Add +0.8% 1,394,800 $129M history
John Rogers - Ariel Investments 2026 Q2 0.48% Add +30.4% 525,299 $48M history
Ning Jin - Avantyr Capital Partners 2026 Q2 1.6% Reduce −71.0% 471,600 $44M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.11% Reduce −6.8% 289,871 $27M history
Mairs & Power 2026 Q2 0.18% Reduce −12.7% 216,288 $20M history
Claude Leveille - Courant Investment Management 2026 Q2 16.4% Hold 183,499 $17M history
Greenhaven Associates 2026 Q2 0.01% Hold 12,500 $1M history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 2.1% Exit −2.12 pp 3,955,657 $372M history

15 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 19 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 28, 2026 · 2 forms Filing Doc
4 Period Aug 27, 2026 Filing Doc
4 Period Aug 26, 2026 Filing Doc
4 Period Aug 24, 2026 · 2 forms Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 14, 2026 Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 12, 2026 Filing Doc
4 Period Aug 11, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Aug 6, 2026 · 2 forms Filing Doc
4 Period Aug 5, 2026 · 2 forms Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Aug 1, 2026 Filing Doc
4 Period Jul 28, 2026 · 3 forms Filing Doc
4 Period Jul 27, 2026 Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $18.84B $19.61B $23.92B
Net income $5.07B $5.94B $8.85B
Net margin * 26.9% 30.3% 37.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $493.18B $479.84B $491B
Total equity $40.96B $48.38B $49.42B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $19.59B $2.67B $9.31B
Cash from investing $57.41B $35.43B $24.54B
Cash from financing -$61.24B -$47.06B -$29.7B
Net change in cash $15.75B -$8.96B $4.15B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders