CHARLES SCHWAB CORPORATION (SCHW) (SCHW) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q1 2026) show 20 hedge funds and institutional investors holding a combined 122.6M shares of CHARLES SCHWAB CORPORATION (SCHW) (SCHW), valued at $11.5B. The median portfolio weight is 2.0%.
Quarterly institutional ownership changes in SCHW show net selling, with the combined position decreasing by 18.2M shares (12.9%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to SCHW are PARK PRESIDIO CAPITAL (8.5% of its 13F portfolio), Ruane, Cunniff & Goldfarb (7.4%), and Avantyr Capital Partners (7.3%). In Q1 2026, Manchester Global Management made the largest position increase (+1.4%), while Viking Global made the largest reduction (-3.7%).
Top 10 Institutional Holders in CHARLES SCHWAB CORPORATION (SCHW) (SCHW), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q1 2026).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | PARK PRESIDIO CAPITAL | 1,291,457 | $121.4M | 8.5% |
| 2 | Ruane, Cunniff & Goldfarb | 4,714,780 | $443.1M | 7.4% |
| 3 | Avantyr Capital Partners | 1,624,191 | $152.6M | 7.3% |
| 4 | Route One Investment Company | 1,682,243 | $158.1M | 6.9% |
| 5 | Giverny Capital | 1,536,206 | $144.4M | 5.3% |
| 6 | Yacktman Asset Management | 3,904,856 | $367.0M | 4.9% |
| 7 | Darsana | 2,250,000 | $211.5M | 4.5% |
| 8 | Dodge & Cox | 75,002,881 | $7.0B | 3.9% |
| 9 | Harris Associates | 21,812,476 | $2.0B | 2.7% |
| 10 | D1 Capital | 2,357,390 | $221.5M | 2.0% |
- 20Institutional investors
- 122,610,666Shares held (disclosed)
- $11.5B13F market value
- 2.0%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of SCHW. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2026
The biggest weight-increase and weight-decrease changes among funds that hold SCHW. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- Manchester Global Management+1.4% · +113,000 shares
- MKP Capital+0.9% · +300,000 shares
- UTIMCO - The University of Texas+0.2% · +13,238 shares
Top sellers
- Viking Global-3.7% · -13,872,905 shares
- Avantyr Capital Partners-3.3% · -152,559 shares
- Ruane, Cunniff & Goldfarb-1.4% · -880,168 shares
Ownership Statistics
- Funds holding
- 20
- Median weight
- 2.0%
- Largest holder
- PARK PRESIDIO CAPITAL · 8.5%
- Smallest holder
- Greenhaven Associates · 0.0%
- Shares held
- 122,610,666 (-18,175,548)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding SCHW in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | PARK PRESIDIO CAPITAL | 1,291,457 | $121.4M | 8.5% |
| 2 | Ruane, Cunniff & Goldfarb | 4,714,780 | $443.1M | 7.4% |
| 3 | Avantyr Capital Partners | 1,624,191 | $152.6M | 7.3% |
| 4 | Route One Investment Company | 1,682,243 | $158.1M | 6.9% |
| 5 | Giverny Capital | 1,536,206 | $144.4M | 5.3% |
| 6 | Yacktman Asset Management | 3,904,856 | $367.0M | 4.9% |
| 7 | Darsana | 2,250,000 | $211.5M | 4.5% |
| 8 | Dodge & Cox | 75,002,881 | $7.0B | 3.9% |
| 9 | Harris Associates | 21,812,476 | $2.0B | 2.7% |
| 10 | D1 Capital | 2,357,390 | $221.5M | 2.0% |
| 11 | Newlands Management Operations | 3,196,166 | $300.4M | 1.9% |
| 12 | Manchester Global Management | 113,000 | $10.6M | 1.4% |
| 13 | Markel Group | 1,383,800 | $130.0M | 1.1% |
| 14 | MKP Capital | 300,000 | $28.2M | 0.9% |
| 15 | UTIMCO - The University of Texas | 53,315 | $5.0M | 0.7% |
| 16 | Ariel Investments | 805,854 | $75.7M | 0.4% |
| 17 | Mairs & Power | 247,732 | $23.3M | 0.2% |
| 18 | Davis Selected Advisers | 310,982 | $29.2M | 0.1% |
| 19 | S&G | 10,837 | $1.0M | 0.1% |
| 20 | Greenhaven Associates | 12,500 | $1.2M | 0.0% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in CHARLES SCHWAB CORPORATION (SCHW) (SCHW) each reporting quarter. Sourced from SEC Form 13F-HR filings.
See CHARLES SCHWAB CORPORATION (SCHW) (SCHW) insider transactions — SEC Form 4 →
Methodology & FAQ
Methodology: How We Track SCHW Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for CHARLES SCHWAB CORPORATION (SCHW) (SCHW). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to SCHW on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in SCHW?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as PARK PRESIDIO CAPITAL , Ruane, Cunniff & Goldfarb , and Avantyr Capital Partners as of Q1 2026— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the SCHW ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this SCHW data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds SCHW stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for SCHW as of each filing date.