Security

SCHW

Schwab Charles Corp. · COM

CUSIP 808513105 Equity holders as of 2026 Q1 (each manager’s latest book)

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owners 22
rank #47
master % 0.48%
max % 7.4%
tracked value $28.2B
qoq N 0 A 6 R 14

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Ruane, Cunniff & Goldfarb L.P. 2026 Q1 7.4% Reduce -1.38 pp 4,714,780 $443M hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 5.3% Reduce 0.00 pp 1,536,206 $144M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 4.9% Reduce -0.61 pp 3,904,856 $367M hist
Dodge & Cox 2026 Q1 3.9% Reduce -0.25 pp 75,002,881 $7B hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 3.9% Add +0.18 pp 14,664,954 $1.4B hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 2.7% Reduce -0.05 pp 21,812,476 $2B hist
Farallon Capital Management LLC 2026 Q1 2.1% Add +0.54 pp 3,955,657 $372M hist
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 2.0% Reduce -0.97 pp 2,357,390 $222M hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.4% Add +0.05 pp 402,927 $38M hist
Two Sigma Investments, LP 2025 Q4 0.4% Exit -0.36 pp 2,579,155 $258M hist
Natixis Advisors, LLC 2026 Q1 0.3% Add +0.10 pp 2,578,543 $242M hist
Mairs & Power Inc. 2026 Q1 0.2% Reduce -0.02 pp 247,732 $23M hist
Vanguard Group Inc. 2025 Q4 0.2% Reduce 0.00 pp 150,528,952 $15B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Reduce -0.29 pp 2,615,813 $246M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.1% Add 0.00 pp 310,982 $29M hist
Ancora Advisors LLC 2026 Q1 0.1% Add 0.00 pp 25,848 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.03 pp 2,547,748 $239M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.13 pp 651,507 $61M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.27 pp 240,702 $23M hist
Greenhaven Associates Inc. 2026 Q1 0.0% — 12,500 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 44,493 $4M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.11 pp 22,594 $2M hist

22 tracked managers · options excluded

financials

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

Income statement

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

Balance sheet

line FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $493.18B $479.84B $491B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $40.96B $48.38B $49.42B

Cash flow

line 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 · CIK 0000316709

ownership over time

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