SCHWAB CHARLES CORP (SCHW) — Hedge Fund Ownership Q1 2026
SCHW
- SCHWAB CHARLES CORP (SCHW) is held by 10 of 82 tracked hedge funds, with Ruane, Cunniff & Goldfarb / Sequoia Fund (7%) and Giverny Capital (5%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in SCHW holdings came from Viking Global Investors (+6%) and Ariel Investments (+18%), highlighting conviction.
- The biggest decreases in SCHW holdings came from Dodge & Cox (-2%) and Ruane, Cunniff & Goldfarb / Sequoia Fund (-16%), suggesting profit-taking or de-risking.
- 1 hedge fund exited SCHW, led by Maverick Capital (1%).
- Overall, hedge funds decreased exposure to SCHWAB CHARLES CORP (SCHW) by -3% vs the prior quarter and -17% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
7.35% | 4.7M | -15.73% | -30.27% | $443.1M | $93.98 | — |
| 2 |
Giverny Capital Francois Rochon
|
5.29% | 1.5M | -3.12% | +61.87% | $144.4M | $93.98 | — |
| 3 |
Yacktman Asset Management Donald Yacktman
|
4.89% | 3.9M | -0.80% | -17.08% | $367.0M | $93.98 | — |
| 4 |
Dodge & Cox
|
3.87% | 75.0M | -1.97% | -15.49% | $7.05B | $93.98 | — |
| 5 |
Viking Global Investors Andreas Halvorsen
|
3.86% | 14.7M | +5.71% | -17.23% | $1.38B | $93.98 | — |
| 6 |
Markel Group Tom Gayner
|
1.09% | 1.4M | +0.58% | +1.39% | $130.0M | $93.98 | — |
| 7 |
Ariel Investments
|
0.42% | 403K | +17.72% | -27.81% | $37.9M | $93.98 | — |
| 8 |
Mairs & Power
|
0.24% | 248K | -9.37% | -51.16% | $23.3M | $93.98 | — |
| 9 |
Davis Selected Advisers Christopher Davis
|
0.13% | 311K | +3.08% | +4.49% | $29.2M | $93.98 | — |
| 10 |
Greenhaven Associates Edgar Wachenheim
|
0.02% | 12K | — | -37.50% | $1.2M | $93.98 | — |
| — |
Maverick Capital Lee Ainslie
|
— | — | EXITED | — | — | — | — |
| 10 | Total | — | 102.2M | -2.74% | -16.97% | $9.60B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.