Who owns SCHW? 13F holders and whale ownership
SCHW is tracked across public portfolios in Whale Analyzer. This page answers who owns SCHW, which top funds are buying SCHW, aggregate disclosed value, and recent position changes based on public data. Dodge & Cox is the largest reported holder at $7.05B; the top five funds control 95.0% of reported ownership; institutions were net selling last quarter (4 increased, 4 reduced); the stock trades above the aggregate whale cost basis of $34.7. 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 |
|---|---|---|---|
| Dodge & Cox 13F portfolio Dodge & Cox holdings | $7.05B | 75.0M | Reduced |
| PRIMECAP Management 13F portfolio PRIMECAP Management Company holdings | $2.20B | 23.4M | Increased |
| Andreas Halvorsen 13F portfolio Viking Global Investors holdings | $1.38B | 14.7M | Increased |
| Ruane, Cunniff & Goldfarb 13F portfolio Ruane, Cunniff & Goldfarb holdings | $443.1M | 4.7M | Reduced |
| NPS Korea 13F portfolio National Pension Service holdings | $421.4M | 4.5M | Increased |
| Al Gore / David Blood 13F portfolio Generation Investment Management holdings | $257.9M | 2.7M | Reduced |
| Dan Sundheim 13F portfolio D1 Capital Partners holdings | $221.5M | 2.4M | Reduced |
| Tom Gayner 13F portfolio Markel Group holdings | $130.0M | 1.4M | Increased |
| Edgewood Management 13F portfolio Edgewood Management LLC holdings | $328.9K | 3.5K | Held |
Ownership concentration
Reported ownership of SCHW is highly concentrated across tracked institutions.
- Single largest holder: 58.2% of reported ownership
- Top 5 holders: 95.0%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 9 tracked institutions, 4 reduced, 4 increased, 1 held. Net positioning is net selling.
- Dodge & Cox — Dodge & Cox ($7.05B) (▼ 2.0% qoq shares) · avg cost $26.57
- PRIMECAP Management — PRIMECAP Management Company ($2.20B) (▲ 0.7% qoq shares) · avg cost $24.26
- Andreas Halvorsen — Viking Global Investors ($1.38B) (▲ 5.7% qoq shares) · avg cost $78.25
- Ruane, Cunniff & Goldfarb — Ruane, Cunniff & Goldfarb ($443.1M) (▼ 15.7% qoq shares) · avg cost $20.88
- NPS Korea — National Pension Service ($421.4M) (▲ 10.5% qoq shares) · avg cost $68.37
- Al Gore / David Blood — Generation Investment Management ($257.9M) (▼ 65.0% qoq shares)
- Dan Sundheim — D1 Capital Partners ($221.5M) (▼ 25.3% qoq shares) · avg cost $83.45
- Tom Gayner — Markel Group ($130.0M) (▲ 0.6% qoq shares) · avg cost $45.79
Whale cost basis vs current price
The aggregate tracked cost basis is $34.70 versus a current price of $90.67, so SCHW trades above its cost basis (+161.3%). Average unrealized P&L across tracked holders: 142%.
Sector positioning — Financials
SCHW sits within the Financials sector alongside 84 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
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- MSFT whale holders — Microsoft Corp.
- BKNG whale holders — Booking Holdings, Inc.
- CVS whale holders — CVS Health Corp.
- MET-PF whale holders — MetLife, Inc.
- FDX whale holders — FedEx Corp.
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 $12.10B. See the holder table above for the largest tracked positions.
Which top funds are buying SCHW?
Tracked institutions were net selling last quarter — 4 reduced, 4 increased, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is SCHW ownership?
The top five tracked holders report 95.0% of aggregate ownership.
Is SCHW above or below the whale cost basis?
The aggregate tracked cost basis is $34.70 versus a current price of $90.67 (+161.3%).
What does 13F ownership mean for SCHW?
Use the interactive SCHW dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.