SCHWAB CHARLES CORP (SCHW) — Hedge Fund Ownership Q4 2025
SCHW
- SCHWAB CHARLES CORP (SCHW) is held by 11 of 81 tracked hedge funds, with Ruane, Cunniff & Goldfarb / Sequoia Fund (9%) and Yacktman Asset Management (6%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in SCHW holdings came from Maverick Capital (+44%) and Markel Group (+1%), highlighting conviction.
- The biggest decreases in SCHW holdings came from Dodge & Cox (-8%) and Viking Global Investors (-16%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to SCHWAB CHARLES CORP (SCHW) by -9% vs the prior quarter and -14% 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
|
8.73% | 5.6M | -11.41% | -18.95% | $559.0M | $99.91 | — |
| 2 |
Yacktman Asset Management Donald Yacktman
|
5.51% | 3.9M | -6.15% | -19.24% | $393.3M | $99.91 | — |
| 3 |
Giverny Capital Francois Rochon
|
5.28% | 1.6M | +0.63% | +67.28% | $158.4M | $99.91 | — |
| 4 |
Dodge & Cox
|
4.13% | 76.5M | -7.86% | -14.38% | $7.64B | $99.91 | — |
| 5 |
Viking Global Investors Andreas Halvorsen
|
3.68% | 13.9M | -16.34% | -5.36% | $1.39B | $99.91 | — |
| 6 |
Maverick Capital Lee Ainslie
|
1.34% | 1.3M | +44.02% | — | $125.2M | $99.91 | — |
| 7 |
Markel Group Tom Gayner
|
1.10% | 1.4M | +0.81% | +0.88% | $137.5M | $99.91 | — |
| 8 |
Ariel Investments
|
0.37% | 342K | -1.48% | -41.07% | $34.2M | $99.91 | — |
| 9 |
Mairs & Power
|
0.26% | 273K | -8.70% | -75.09% | $27.3M | $99.91 | — |
| 10 |
Davis Selected Advisers Christopher Davis
|
0.14% | 302K | +1.77% | +0.55% | $30.1M | $99.91 | — |
| 11 |
Greenhaven Associates Edgar Wachenheim
|
0.02% | 12K | -16.67% | -37.50% | $1.2M | $99.91 | — |
| 11 | Total | — | 105.1M | -8.57% | -13.58% | $10.50B | — | — |
* 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.