SCHW fund manager activity
SCHWAB (CHARLES) CORP · US. Reported by 33 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Trimmed | 342,275 | $34,196,695 | 0.37% | Feb 13, 2026 |
| Ron Baron - Baron Capital | Trimmed | 7,060,309 | $705,395,472 | 1.91% | Feb 17, 2026 |
| Dan Sundheim - D1 Capital Partners | Trimmed | 3,154,790 | $315,195,069 | 2.95% | Feb 17, 2026 |
| Christopher Davis - Davis Advisors | Added | 301,695 | $30,142,347 | 0.14% | Feb 2, 2026 |
| Dodge & Cox Funds | Trimmed | 76,513,926 | $7,644,506,390 | 4.13% | Feb 13, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 21,818,514 | $2,179,887,845 | 0.74% | Feb 9, 2026 |
| Jeremy Grantham - GMO | No change | 13,460 | $1,344,789 | 0.00% | Feb 17, 2026 |
| Francois Rochon - Giverny Capital | Added | 1,585,661 | $158,423,391 | 5.28% | Feb 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 45,911 | $4,586,968 | 0.02% | Feb 17, 2026 |
| Greenhaven Associates | Trimmed | 12,500 | $1,248,875 | 0.02% | Jan 7, 2026 |
| Mairs & Power Funds | Trimmed | 273,357 | $27,311,098 | 0.26% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | Added | 1,375,800 | $137,456,178 | 1.10% | Feb 6, 2026 |
| Lee Ainslie - Maverick Capital | Added | 1,253,090 | $125,196,222 | 1.34% | Feb 13, 2026 |
| Bill Nygren - Oakmark Funds | Added | 22,031,493 | $2,201,166,473 | 2.79% | Feb 17, 2026 |
| Ruane Cunniff LP | Trimmed | 5,594,948 | $558,991,255 | 8.73% | Feb 13, 2026 |
| Viking Global Investors | Trimmed | 13,872,905 | $1,386,041,939 | 3.68% | Feb 17, 2026 |
| Yacktman Asset Management | Trimmed | 3,936,540 | $393,299,711 | 5.51% | Feb 3, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Trimmed | 347,408 | $33,167,042 | 0.35% | Nov 14, 2025 |
| Ron Baron - Baron Capital | Added | 7,131,959 | $680,888,126 | 1.81% | Nov 14, 2025 |
| Dan Sundheim - D1 Capital Partners | Added | 3,821,904 | $364,877,175 | 4.19% | Nov 14, 2025 |
| Christopher Davis - Davis Advisors | Added | 296,441 | $28,301,222 | 0.15% | Dec 29, 2025 |
| Dodge & Cox Funds | Trimmed | 83,043,253 | $7,928,139,405 | 4.28% | Nov 13, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 21,646,588 | $2,066,599,866 | 0.75% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Trimmed | 13,460 | $1,285,026 | 0.00% | Nov 13, 2025 |
| Francois Rochon - Giverny Capital | Added | 1,575,776 | $150,439,335 | 5.10% | Nov 17, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 47,040 | $4,490,909 | 0.02% | Nov 14, 2025 |
| Greenhaven Associates | Trimmed | 15,000 | $1,432,050 | 0.02% | Nov 4, 2025 |
| Mairs & Power Funds | Trimmed | 299,389 | $28,582,668 | 0.27% | Nov 14, 2025 |
| Thomas Gayner - Markel Group | No change | 1,364,800 | $130,297,456 | 1.06% | Oct 31, 2025 |
| Lee Ainslie - Maverick Capital | New | 870,072 | $83,065,774 | 1.11% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 21,235,618 | $2,027,364,421 | 3.25% | Nov 14, 2025 |
| Ruane Cunniff LP | Trimmed | 6,315,561 | $602,946,609 | 9.99% | Nov 14, 2025 |
| Viking Global Investors | Added | 16,583,101 | $1,583,188,652 | 4.11% | Nov 14, 2025 |
| Yacktman Asset Management | Trimmed | 4,194,646 | $400,462,854 | 5.52% | Nov 4, 2025 |