SCHW
Charles Schwab · Financials
Smart money activity
Every tracked buy, add, trim, and exit on SCHW by the best portfolio managers in the world. Ranked by manager quality inside each quarter.
| Portfolio manager | % portfolio |
|---|---|
John ArmitageTier 1 Egerton Capital | 4.70% |
Brave Warrior Advisors | 19.60% |
Andreas HalvorsenElite Viking Global Investors | 3.70% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.20% |
Brave Warrior Advisors | 17.80% |
Oakmark Funds | 3.30% |
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 4.90% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
Brave Warrior Advisors | 16.90% |
Andreas HalvorsenElite Viking Global Investors | 4.20% |
Oakmark Funds | 3.40% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 4.40% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
Brave Warrior Advisors | 16.30% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 3.50% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 2.30% |
Andreas HalvorsenElite Viking Global Investors | 0.60% |
Oakmark Funds | 2.40% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Insider activity
SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.
| Insider | Value |
|---|---|
Sarin Arun Director | $0 |
Sarin Arun Director | $228K |
Sarin Arun Director | $228K |
Sarin Arun Director | $0 |
Sarin Arun Director | $228K |
Sarin Arun Director | $228K |
Walt Bettinger Co-Chairman | $2.16M |
Latest news
Recent headlines for SCHW.
Hedge funds holding SCHW
2 superinvestors hold Charles Schwab as a top position. Sorted by % of portfolio.
| Manager | % Portfolio |
|---|---|
Top conviction. Fee compression priced in. | 17.8% |
Discount broker franchise. | 4.7% |
What will you keep of every $100 in SCHW dividend?
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Get alerts when they buy or sell SCHW
One email per 13F filing — you'll know within hours if any tracked manager moves on SCHW.
Related smart-money signals
Frequently asked questions
Who owns SCHW?
2 tracked superinvestors hold Charles Schwab (SCHW) as a top position based on the latest SEC 13F filings. Largest tracked holder: Glenn Greenberg at 17.8% of portfolio. Full ranking by % of portfolio shown in the table below.
How many hedge funds hold SCHW?
2 of HoldLens's tracked superinvestors hold SCHW according to the latest SEC 13F filings. The sum of conviction across those holders is 23% (sum of each manager's % of portfolio in SCHW).
Who is the biggest hedge-fund holder of SCHW?
Among HoldLens's tracked superinvestors, Glenn Greenberg holds the largest SCHW position at 17.8% of portfolio. Top conviction. Fee compression priced in.
What sector is SCHW?
Charles Schwab (SCHW) is classified as Financials. Smart-money activity, insider trades (SEC Form 4), buybacks, short interest, congressional trades, and ETF ownership for SCHW are all aggregated on this page.
Data sourced from SEC 13F filings. SCHW ownership reflects publicly disclosed long positions only. Not investment advice.