Whale Analyzer
SCHW Institutional Holders and 13F Ownership
Compare 9 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. Dodge & Cox is the largest reported holder at $7.10B; the top five funds control 95.7% of reported ownership; institutions were net buying last quarter (5 increased, 3 reduced); the stock trades above the aggregate whale cost basis of $34.25. Top tracked holders include Dodge & Cox, PRIMECAP Management, Andreas Halvorsen, and Ruane, Cunniff & Goldfarb.
Continue to the live SCHW dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Dodge & Cox 13F portfolio Dodge & Cox holdings | $7.10B | 77.0M | Increased | 2026-06-30 |
| PRIMECAP Management 13F portfolio PRIMECAP Management Company holdings | $2.32B | 25.1M | Increased | 2026-06-30 |
| Andreas Halvorsen 13F portfolio Viking Global Investors holdings | $981.6M | 10.6M | Reduced | 2026-06-30 |
| Ruane, Cunniff & Goldfarb 13F portfolio Ruane, Cunniff & Goldfarb holdings | $421.8M | 4.6M | Reduced | 2026-06-30 |
| NPS Korea 13F portfolio National Pension Service holdings | $416.4M | 4.5M | Increased | 2026-06-30 |
| Dan Sundheim 13F portfolio D1 Capital Partners holdings | $227.6M | 2.5M | Increased | 2026-06-30 |
| Al Gore / David Blood 13F portfolio Generation Investment Management holdings | $148.7M | 1.6M | Reduced | 2026-06-30 |
| Tom Gayner 13F portfolio Markel Group holdings | $128.7M | 1.4M | Increased | 2026-06-30 |
| Edgewood Management 13F portfolio Edgewood Management LLC holdings | $322.9K | 3.5K | Held | 2026-06-30 |
Ownership concentration
Reported ownership of SCHW is highly concentrated across tracked institutions.
- Single largest holder: 60.5% of reported ownership
- Top 5 holders: 95.7%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 9 tracked institutions, 5 increased, 3 reduced, 1 held. Net positioning is net buying.
- Dodge & Cox — Dodge & Cox ($7.10B) (▲ 2.6% qoq shares) · avg cost $28.08
- PRIMECAP Management — PRIMECAP Management Company ($2.32B) (▲ 7.2% qoq shares) · avg cost $28.34
- Andreas Halvorsen — Viking Global Investors ($981.6M) (▼ 27.5% qoq shares) · avg cost $72.10
- Ruane, Cunniff & Goldfarb — Ruane, Cunniff & Goldfarb ($421.8M) (▼ 3.0% qoq shares) · avg cost $18.57
- NPS Korea — National Pension Service ($416.4M) (▲ 0.6% qoq shares) · avg cost $68.48
- Dan Sundheim — D1 Capital Partners ($227.6M) (▲ 4.6% qoq shares) · avg cost $83.53
- Al Gore / David Blood — Generation Investment Management ($148.7M) (▼ 41.3% qoq shares)
- Tom Gayner — Markel Group ($128.7M) (▲ 0.8% qoq shares) · avg cost $46.10
Whale cost basis vs current price
The aggregate tracked cost basis is $34.25 versus a current price of $107.25, so SCHW trades above its cost basis (+213.2%). Average unrealized P&L across tracked holders: 185%.
Sector positioning — Financials
SCHW sits within the Financials sector alongside 83 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live SCHW dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
Related stock holder pages
- JCI whale holders — Johnson Controls International PLC
- RTX whale holders — RTX Corp.
- CVS whale holders — CVS Health Corp.
- MSFT whale holders — Microsoft Corp.
- BKNG whale holders — Booking Holdings, Inc.
- HUM whale holders — Humana, Inc.
- GOOG whale holders — Alphabet, Inc.
- MET-PF whale holders — MetLife, Inc.
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 9 public institutional holders of SCHW with a combined reported value of $11.74B. See the holder table above for the largest tracked positions.
Which top funds are buying SCHW?
Tracked institutions were net buying last quarter — 5 increased, 3 reduced, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is SCHW ownership?
The top five tracked holders report 95.7% of aggregate ownership.
Is SCHW above or below the whale cost basis?
The aggregate tracked cost basis is $34.25 versus a current price of $107.25 (+213.2%).
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.