Back to Dashboard
SCHW · Financials

SCHWAB CHARLES CORP

USA Financials Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Moderate — mixed signals

No standout activity across the feeds we track.

Hedge funds
64
Congress
0
Insiders
50
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
Limited info. SCHWAB CHARLES CORP is not currently in our model portfolio, but 11 tracked investors hold it. We're showing what we know from their latest 13F filings.
Market cap
$176.6B
Industry
Capital Markets
Exchange
NYSE
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds…
11
Investors
1
New positions
2
Increasing
6
Decreasing
2
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Viking Global Investors
Trust weight: 1.5×
New position
% of portfolio
3.7%
Position change
NEW
3.7% of Viking Global Investors's portfolio
D.E. Shaw & Co
Trust weight: 1.0×
Increased +4%
% of portfolio
0.6%
Position change
+4%
0.6% of D.E. Shaw & Co's portfolio
Citadel Advisors
Trust weight: 1.0×
Increased +21%
% of portfolio
0.3%
Position change
+21%
0.3% of Citadel Advisors's portfolio
D1 Capital Partners (Sundheim)
Trust weight: 1.3×
Decreased −18%
% of portfolio
3.0%
Position change
−18%
3.0% of D1 Capital Partners's portfolio
Markel Group (Tom Gayner)
Trust weight: 1.4×
Unchanged
% of portfolio
1.1%
Position change
—
1.1% of Markel Group's portfolio
Point72 (Steve Cohen)
Trust weight: 1.1×
Decreased −4%
% of portfolio
0.4%
Position change
−4%
0.4% of Point72's portfolio
Millennium Management (Englander)
Trust weight: 1.0×
Decreased −16%
% of portfolio
0.3%
Position change
−16%
0.3% of Millennium Management's portfolio
Davis Selected Advisers
Trust weight: 1.1×
Unchanged
% of portfolio
0.1%
Position change
—
0.1% of Davis Selected Advisers's portfolio
Bridgewater Associates (Dalio)
Trust weight: 1.3×
Decreased −32%
% of portfolio
0.1%
Position change
−32%
0.1% of Bridgewater Associates's portfolio
AQR Capital Management
Trust weight: 1.0×
Decreased −25%
% of portfolio
0.1%
Position change
−25%
0.1% of AQR Capital Management's portfolio
Gotham Asset Mgmt (Greenblatt)
Trust weight: 1.1×
Decreased −2%
% of portfolio
0.0%
Position change
−2%
0.0% of Gotham Asset Mgmt's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to SCHWAB CHARLES CORP
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell SCHWAB CHARLES CORP or any security.

Get the Weekly Update

Every Sunday, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.
Free forever · No spam · Unsubscribe anytime
© 2026 Bogen Capital  ·  Not financial advice  ·  Data delayed up to 135 days Methodology  ·  Contact  ·  API