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All holdings

Charles Schwab

SCHW

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
8
In their latest 13F (Q3 2026)
See who
Value held
$10bn
Combined value at quarter end
Last quarter
5 bought
3 sold or trimmed
Fund portfolios
5
Funds holding it
See which
Price at Q2 ’26 end
$92.27
-1.8% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-12.1%Q3 ’24
+14.2%Q4 ’24
+5.8%Q1 ’25
+16.6%Q2 ’25
+4.6%Q3 ’25
+4.7%Q4 ’25
-5.9%Q1 ’26
-1.8%Q2 ’26
Q3 ’24: -12.1%; Q4 ’24: +14.2%; Q1 ’25: +5.8%; Q2 ’25: +16.6%; Q3 ’25: +4.6%; Q4 ’25: +4.7%; Q1 ’26: -5.9%; Q2 ’26: -1.8%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

9Q4 ’23
9Q1 ’24
9Q2 ’24
9Q3 ’24
9Q4 ’24
8Q1 ’25
8Q2 ’25
8Q3 ’25
8Q4 ’25
8Q1 ’26
8Q2 ’26
0Q3 ’26
Q4 ’23: 9; Q1 ’24: 9; Q2 ’24: 9; Q3 ’24: 9; Q4 ’24: 9; Q1 ’25: 8; Q2 ’25: 8; Q3 ’25: 8; Q4 ’25: 8; Q1 ’26: 8; Q2 ’26: 8; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Charles Schwab.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Charles Schwab
Ruane, Cunniff & Goldfarb (Sequoia)6.6%$422m$422mTrimmed -3.0%41 qtrs
Giverny Capital5.2%$155m$155mAdded +9.5%32 qtrs
Yacktman Asset Management4.7%$378m$378mAdded +5.0%29 qtrs
Dodge & Cox3.7%$7.1bn$7.1bnAdded +2.6%53 qtrs
Harris Associates (Oakmark)3.0%$2.2bn$2.2bnAdded +11%32 qtrs
Markel Group1.0%$129m$129mAdded +0.8%53 qtrs
Mairs & Power0.2%$20.0m$20.0mTrimmed -13%53 qtrs
Davis Selected Advisers0.1%$26.7m$26.7mTrimmed -6.8%53 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Charles Schwab
Bought or soldFiling
1 Oct 2026Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst▼ Sold5,000$97.80$489kForm 4
1 Sep 2026Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst▼ Sold3,177$109.04$346kForm 4
28 Aug 2026Bettinger Walter WCo-Chairman▼ Sold74,388$110.91$8.3mForm 4
28 Aug 2026Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst▼ Sold3,177$108.12$343kForm 4
26 Aug 2026Schwab-Pomerantz CarolynDirector▼ Sold9,175$109.25$1.0mForm 4
24 Aug 2026Bettinger Walter WCo-Chairman▼ Sold176,210$113.49$20.0mForm 4
24 Aug 2026Schwab Charles R.Co-Chairman▼ Sold117,000$113.20$13.2mForm 4
17 Aug 2026Beatty Jonathan SMD, Head of Advisor Services▼ Sold1,000$111.33$111kForm 4
14 Aug 2026Craig Jonathan M.MD, Head of Retail Investing▼ Sold21,866$111.03$2.4mForm 4
13 Aug 2026Howard DennisMD, Chief Tech, OPS & Data Off▼ Sold2,198$110.00$242kForm 4
12 Aug 2026Schwab Charles R.Co-Chairman▼ Sold46,410$108.18$5.0mForm 4
11 Aug 2026Schwab Charles R.Co-Chairman▼ Sold46,445$107.78$5.0mForm 4
10 Aug 2026Murtagh Nigel JChief Risk Officer▼ Sold24,778$109.01$2.7mForm 4
7 Aug 2026Sneed Paula ADirector▼ Sold5,263$107.15$564kForm 4
6 Aug 2026Murtagh Nigel JChief Risk Officer▼ Sold1,897$109.00$207kForm 4
5 Aug 2026Craig Jonathan M.MD, Head of Retail Investing▼ Sold21,750$107.02$2.3mForm 4
5 Aug 2026Schwab-Pomerantz CarolynDirector▼ Sold18,561$107.70$2.0mForm 4
4 Aug 2026Schwab Charles R.Co-Chairman▼ Sold47,650$106.08$5.1mForm 4
4 Aug 2026Schwab-Pomerantz CarolynDirector▼ Sold22,640$106.36$2.4mForm 4
3 Aug 2026Schwab Charles R.Co-Chairman▼ Sold95,250$105.52$10.1mForm 4

About the company

Sector
Financials · Security Brokers, Dealers & Flotation Companies
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
1.73bn at 31 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$5.4bn2013
$6.4bn2015
$8.6bn2017
$11bn2019
$19bn2021
$19bn2023
$24bn2025
2013: $5.4bn; 2014: $6.1bn; 2015: $6.4bn; 2016: $7.5bn; 2017: $8.6bn; 2018: $10bn; 2019: $11bn; 2020: $12bn; 2021: $19bn; 2022: $21bn; 2023: $19bn; 2024: $20bn; 2025: $24bn
Charles Schwab revenue and net income by year
YearRevenueNet income
2025$24bn$8.9m
2024$20bn$5.9m
2023$19bn$5.1m
2022$21bn$7.2m
2021$19bn$5.9m
2020$12bn$3.3bn
2019$11bn$3.7bn
2018$10bn$3.5bn
2017$8.6bn$2.4bn
2016$7.5bn$1.9bn
2015$6.4bn$1.4bn
2014$6.1bn$1.3bn
2013$5.4bn$1.1bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Charles Schwab, from their latest N-PORT filings.

Funds holding Charles Schwab
Oakmark Global Select FundHarris Associates (Oakmark)4.6%$37.8m30 Jun 2026
Sequoia FundRuane, Cunniff & Goldfarb (Sequoia)4.3%$154m30 Jun 2026
AMG Yacktman FundYacktman Asset Management3.2%$231m30 Jun 2026
AMG Yacktman Focused FundYacktman Asset Management2.5%$75.7m30 Jun 2026
Dodge & Cox Global Stock FundDodge & Cox2.4%$305m30 Jun 2026