SCHW fund manager activity
SCHWAB (CHARLES) CORP · US. Reported by 33 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Trimmed | 406,048 | $37,047,820 | 0.42% | Aug 14, 2025 |
| Ron Baron - Baron Capital | Trimmed | 7,051,368 | $643,366,816 | 1.74% | Aug 14, 2025 |
| Dan Sundheim - D1 Capital Partners | Trimmed | 3,523,904 | $321,521,001 | 4.46% | Aug 14, 2025 |
| Christopher Davis - Davis Advisors | Trimmed | 296,438 | $27,047,003 | 0.14% | Aug 8, 2025 |
| Dodge & Cox Funds | Trimmed | 84,357,885 | $7,696,813,467 | 4.32% | Aug 13, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 21,376,690 | $1,950,409,336 | 0.77% | Aug 13, 2025 |
| Jeremy Grantham - GMO | Trimmed | 13,843 | $1,263,035 | 0.00% | Aug 13, 2025 |
| Francois Rochon - Giverny Capital | Added | 1,567,495 | $143,018,244 | 4.90% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 39,143 | $3,571,407 | 0.02% | Aug 14, 2025 |
| Greenhaven Associates | No change | 20,000 | $1,824,800 | 0.03% | Jul 8, 2025 |
| Mairs & Power Funds | Trimmed | 337,277 | $30,773,153 | 0.30% | Aug 14, 2025 |
| Thomas Gayner - Markel Group | No change | 1,364,800 | $124,524,351 | 1.05% | Aug 1, 2025 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | Aug 14, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 22,969,673 | $2,095,752,926 | 3.41% | Aug 14, 2025 |
| Ruane Cunniff LP | Trimmed | 6,598,822 | $602,076,519 | 10.3% | Aug 14, 2025 |
| Viking Global Investors | Trimmed | 15,773,225 | $1,439,149,049 | 4.16% | Aug 14, 2025 |
| Yacktman Asset Management | Trimmed | 4,565,374 | $416,544,724 | 5.60% | Aug 6, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Trimmed | 558,167 | $43,693,313 | 0.51% | May 15, 2025 |
| Ron Baron - Baron Capital | Added | 7,224,168 | $565,507,871 | 1.66% | May 15, 2025 |
| Philippe Laffont - Coatue Management | Sold out | — | — | 0.00% | May 15, 2025 |
| Dan Sundheim - D1 Capital Partners | New | 4,355,608 | $340,956,994 | 5.22% | May 15, 2025 |
| Christopher Davis - Davis Advisors | Trimmed | 297,606 | $23,296,598 | 0.13% | May 12, 2025 |
| Dodge & Cox Funds | Trimmed | 88,750,655 | $6,947,401,307 | 3.96% | May 14, 2025 |
| First Eagle Investment Management | Sold out | — | — | 0.00% | May 12, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 21,165,163 | $1,656,808,987 | 0.72% | May 14, 2025 |
| Jeremy Grantham - GMO | Added | 15,605 | $1,221,559 | 0.00% | May 14, 2025 |
| Francois Rochon - Giverny Capital | Added | 949,066 | $74,292,886 | 2.74% | Aug 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 31,160 | $2,439,205 | 0.02% | May 15, 2025 |
| Greenhaven Associates | No change | 20,000 | $1,565,600 | 0.02% | Apr 2, 2025 |
| Mairs & Power Funds | Trimmed | 507,197 | $39,703,381 | 0.41% | May 15, 2025 |
| Thomas Gayner - Markel Group | Added | 1,364,800 | $106,836,544 | 0.95% | May 2, 2025 |
| Lee Ainslie - Maverick Capital | New | 1,425,125 | $111,558,785 | 2.01% | May 15, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 27,612,443 | $2,161,502,007 | 3.63% | May 15, 2025 |
| Ruane Cunniff LP | Trimmed | 6,761,375 | $529,280,435 | 9.61% | May 15, 2025 |
| Viking Global Investors | Added | 17,716,717 | $1,386,864,607 | 4.41% | May 15, 2025 |
| Yacktman Asset Management | Trimmed | 4,709,043 | $368,623,886 | 4.85% | Apr 30, 2025 |