Who owns Schwab (Charles) Corp (SCHW)?
680 US mutual funds and ETFs from 266 fund families reported a position in SCHW for the quarter ending 2026-06-30. Against their own report a quarter earlier, 196 raised shares, 53 opened a new position, 338 cut and 27 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 4 | 26.9% |
| Dodge & Cox Funds | 3 | 13.9% |
| Ishares Trust | 17 | 8.7% |
| Vanguard Chester Funds | 1 | 3.7% |
| Harris Associates Investment Trust | 4 | 2.9% |
| Jpmorgan Trust Ii | 4 | 2.8% |
Tracked managers holding SCHW
| Investor | Book weight |
|---|---|
| Francois Rochon · Giverny | 5.2% |
| Bill Nygren · Oakmark | 3.0% |
| Andreas Halvorsen · Viking Global | 2.8% |
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about SCHW. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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