SCHW fund manager activity
SCHWAB (CHARLES) CORP · US. Reported by 33 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Added | 525,299 | $48,469,339 | 0.48% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Added | 11,655,694 | $1,075,470,885 | 1.61% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | Added | 2,466,590 | $227,592,259 | 0.65% | Aug 14, 2026 |
| Christopher Davis - Davis Advisors | Trimmed | 289,871 | $26,746,397 | 0.11% | Aug 11, 2026 |
| Dodge & Cox Funds | Added | 76,968,323 | $7,101,867,203 | 3.72% | Aug 13, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 21,952,062 | $2,025,516,897 | 0.60% | Aug 4, 2026 |
| Francois Rochon - Giverny Capital | Added | 1,681,567 | $155,158,187 | 5.22% | Aug 26, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 42,753 | $3,944,819 | 0.01% | Aug 14, 2026 |
| Greenhaven Associates | No change | 12,500 | $1,153,375 | 0.01% | Jul 28, 2026 |
| Mairs & Power Funds | Trimmed | 216,288 | $19,956,894 | 0.18% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | Added | 1,394,800 | $128,698,196 | 0.98% | Jul 31, 2026 |
| Bill Nygren - Oakmark Funds | Added | 24,201,471 | $2,233,069,698 | 2.97% | Aug 14, 2026 |
| Ruane Cunniff LP | Trimmed | 4,571,355 | $421,798,926 | 6.56% | Aug 14, 2026 |
| Viking Global Investors | Trimmed | 10,638,869 | $981,648,443 | 2.80% | Aug 14, 2026 |
| Yacktman Asset Management | Added | 4,101,552 | $378,450,203 | 4.68% | Aug 11, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Added | 402,927 | $37,867,079 | 0.42% | May 14, 2026 |
| Ron Baron - Baron Capital | Added | 7,464,316 | $701,496,418 | 2.12% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | Trimmed | 2,357,390 | $221,547,512 | 1.97% | May 15, 2026 |
| Christopher Davis - Davis Advisors | Added | 310,982 | $29,226,088 | 0.13% | May 7, 2026 |
| Dodge & Cox Funds | Trimmed | 75,002,881 | $7,048,770,797 | 3.87% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 22,218,091 | $2,088,056,225 | 0.71% | May 5, 2026 |
| Jeremy Grantham - GMO | Sold out | — | — | 0.00% | May 14, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 1,536,206 | $144,372,640 | 5.29% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 44,493 | $4,181,452 | 0.01% | May 15, 2026 |
| Greenhaven Associates | No change | 12,500 | $1,174,750 | 0.02% | Apr 6, 2026 |
| Mairs & Power Funds | Trimmed | 247,732 | $23,281,853 | 0.24% | May 14, 2026 |
| Thomas Gayner - Markel Group | Added | 1,383,800 | $130,049,523 | 1.09% | May 1, 2026 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | May 15, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 21,812,476 | $2,049,936,464 | 2.74% | May 15, 2026 |
| Ruane Cunniff LP | Trimmed | 4,714,780 | $443,095,024 | 7.35% | May 15, 2026 |
| Viking Global Investors | Added | 14,664,954 | $1,378,212,377 | 3.86% | May 15, 2026 |
| Yacktman Asset Management | Trimmed | 3,904,856 | $366,978,367 | 4.89% | May 1, 2026 |