Whale Analyzer
SCHW Institutional Holders and 13F Ownership
Compare 17 tracked holders of SCHW, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Dodge & Cox, PRIMECAP Management Company, Oakmark Funds, and Viking Global Investors.
Continue to the live SCHW dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Dodge & Cox 13F holdings | $7.10B | 77.0M | Increased | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $2.32B | 25.1M | Increased | 2026-06-30 |
| Oakmark Funds 13F holdings | $2.23B | 24.2M | Increased | 2026-06-30 |
| Viking Global Investors 13F holdings | $981.6M | 10.6M | Reduced | 2026-06-30 |
| Ruane, Cunniff & Goldfarb 13F holdings | $421.8M | 4.6M | Reduced | 2026-06-30 |
| National Pension Service 13F holdings | $416.4M | 4.5M | Increased | 2026-06-30 |
| Yacktman Asset Management 13F holdings | $396.4M | 4.1M | Reduced | 2026-09-30 |
| D1 Capital Partners 13F holdings | $227.6M | 2.5M | Increased | 2026-06-30 |
| Giverny Capital 13F holdings | $155.2M | 1.7M | Increased | 2026-06-30 |
| Generation Investment Management 13F holdings | $148.7M | 1.6M | Reduced | 2026-06-30 |
| Markel Group 13F holdings | $136.3M | 1.4M | Held | 2026-09-30 |
| Ariel Investments 13F holdings | $48.5M | 525.3K | Increased | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Viking Global Investors SEC filing (0001103804-26-000006) · report date 2026-06-30
- Ruane, Cunniff & Goldfarb SEC filing (0000919574-26-005176) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Yacktman Asset Management SEC filing (0000905567-26-000005) · report date 2026-09-30
- D1 Capital Partners SEC filing (0001172661-26-003662) · report date 2026-06-30
- Giverny Capital SEC filing (0001641864-26-000010) · report date 2026-06-30
- Generation Investment Management SEC filing (0001752724-26-000044) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Ariel Investments SEC filing (0000936753-26-000050) · report date 2026-06-30
- Davis Advisors SEC filing (0001036325-26-000020) · report date 2026-06-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Greenhaven Associates SEC filing (0001213900-26-112422) · report date 2026-09-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
Tracked-sample concentration
Reported position value for SCHW is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 48.5% of aggregate reported value in this sample
- Top 5 tracked holders: 89.2% of aggregate reported value in this sample
- Top 10 tracked holders: 98.4% of aggregate reported value in this sample
Whale activity this quarter
Across 17 tracked holders, 8 increased, 7 reduced, 2 held. Net positioning is net buying.
- Dodge & Cox ($7.10B) (▲ 2.6% qoq shares) · modeled avg cost estimate $28.08
- PRIMECAP Management Company ($2.32B) (▲ 7.2% qoq shares) · modeled avg cost estimate $28.34
- Oakmark Funds ($2.23B) (▲ 11.0% qoq shares)
- Viking Global Investors ($981.6M) (▼ 27.5% qoq shares) · modeled avg cost estimate $72.10
- Ruane, Cunniff & Goldfarb ($421.8M) (▼ 3.0% qoq shares) · modeled avg cost estimate $18.57
- National Pension Service ($416.4M) (▲ 0.6% qoq shares) · modeled avg cost estimate $68.48
- Yacktman Asset Management ($396.4M) (▼ 1.1% qoq shares) · modeled avg cost estimate $90.35
- D1 Capital Partners ($227.6M) (▲ 4.6% qoq shares) · modeled avg cost estimate $83.53
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 10 covered tracked holders is $36.04 versus a current price of $91.49, so SCHW trades above that estimate (+153.9%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Financials
SCHW sits within the Financials sector alongside 139 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live SCHW dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on SCHW with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns SCHW stock?
Whale Analyzer tracks 17 public-disclosure holders of SCHW with a combined reported value of $14.64B. See the holder table above for the largest tracked positions.
Which top funds are buying SCHW?
Tracked holders were net buying last quarter — 8 increased, 7 reduced, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked SCHW sample?
The top five tracked holders account for 89.2% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does SCHW compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 10 covered tracked holders is $36.04 versus a current price of $91.49 (+153.9%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for SCHW?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive SCHW dashboard to explore them, or read our 13F Alpha Signals Guide.