InvestorLens

SCHW — SCHWAB CHARLES CORP

Financial Services · Capital Markets

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SCHW?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
71
Macro Tailwind
Macro conditions are mixed for this sector
52
Congressional Activity
2 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their SCHW position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 2 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Andreas Halvorsen, Ray Dalio)
  • +5 tracked investors reported holding SCHW at their latest filing
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About SCHWAB CHARLES CORP (SCHW)

SCHWAB CHARLES CORP (SCHW) appears in the most recent 13F filings of 5 tracked institutional investors. SCHWAB CHARLES CORP is classified in the Financial Services sector (Capital Markets industry). The largest disclosed position is held by Andreas Halvorsen (Viking Global Investors), valued at $1.4B. Across recent filings, tracked investors recorded 4 new positions, 0 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SCHW

80
/100
Strong Institutional Accumulation
Added / Increased4
Reduced0
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track SCHW

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

SCHW Ownership Composition

How SCHWAB CHARLES CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
98% of tracked value
Institutions
5
tracked investors
Total Reported
$2.1B
combined 13F value
Sectors2
  • Other97.5%
  • Hedge Funds2.5%
Other(4)
97.5%
Hedge Funds(1)
2.5%

Tracked investors reporting SCHW

  • Andreas HalvorsenMar 31, 2026
    Viking Global Investors
    Shares
    14.7M
    Value
    $1.4B
    % Portfolio
    3.86%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    5.5M
    Value
    $513.1M
    % Portfolio
    0.08%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    1.6M
    Value
    $150.7M
    % Portfolio
    0.06%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    550.7K
    Value
    $51.8M
    % Portfolio
    0.07%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    22.6K
    Value
    $2.1M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold SCHW?
5 tracked institutional investors disclosed a position in SCHW (SCHWAB CHARLES CORP) in their most recent 13F filing.
Who is the largest institutional holder of SCHW?
Andreas Halvorsen, Viking Global Investors, holds the largest disclosed position in SCHW, valued at $1.4B.
Did institutional ownership of SCHW increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 0 increased, 0 reduced, and 1 fully exited SCHW.
What sector is SCHW in?
SCHWAB CHARLES CORP is classified in the Financial Services GICS sector, Capital Markets industry.
Where does this SCHW ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.