Schwab (Charles) Corp. – Investors and Politicians Who Own It
SCHW
Investors who own it
15 tracked investors, $12.2B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Dodge & CoxQ2 2026 | $7.1B | 3.72% |
Bill NygrenHarris Associates (Oakmark), Q2 2026 | $2.2B | 2.96% |
Andreas HalvorsenViking Global Investors, Q2 2026 | $981.6M | 2.80% |
| $421.8M | 6.56% | |
| $416.4M | 0.27% | |
Yacktman Asset ManagementQ2 2026 | $378.5M | 4.68% |
Dan SundheimD1 Capital Partners, Q2 2026 | $227.6M | 0.65% |
Anand DesaiDarsana Capital Partners, Q2 2026 | $207.6M | 0.93% |
Tom GaynerMarkel Group, Q2 2026 | $128.7M | 0.98% |
John RogersAriel Investments, Q2 2026 | $48.5M | 0.48% |
Chris DavisDavis Selected Advisers, Q2 2026 | $26.7M | 0.11% |
Mario GabelliGAMCO Investors, Q2 2026 | $5.7M | 0.05% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $2.7M | 0.04% |
Ray DalioBridgewater Associates, Q2 2026 | $2.7M | 0.01% |
Edgar WachenheimGreenhaven Associates, Q2 2026 | $1.2M | 0.01% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | $168.5K | 0.39% |
Earl BlumenauerD-OR · House | $46.8K | 1.87% |
Rick W. AllenR-GA · House | $31.4K | 0.43% |
Josh GottheimerD-NJ · House | $31.4K | 0.10% |
Marjorie Taylor GreeneR-GA · House | $19.9K | 0.37% |
Alan ArmstrongR-OK · Senate | $16.6K | 0.33% |
Dan NewhouseR-WA · House | $7.7K | 0.85% |
Robert J. WittmanR-VA · House | $7.7K | 0.49% |
Julie JohnsonD-TX · House | $7.7K | 0.04% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Andreas Halvorsen | Added +526% | 14,658,944 |
| Dodge & Cox | Reduced −0.2% | 89,369,528 |
| Philippe Laffont | New | 4,510,020 |
| Zach Schreiber | New | 3,206,059 |
| Anand Parekh | Sold out | 0 |
| Farallon Capital Management | New | 3,169,000 |
| Bill Nygren | Reduced −1.9% | 27,689,365 |
| Anand Desai | Sold out | 0 |
| Ruane, Cunniff & Goldfarb (Sequoia Fund) | Reduced −7.3% | 6,903,480 |
| National Pension Service (Korea) | Added +0.0% | 2,812,301 |
| Tom Gayner | Added +1.0% | 1,363,800 |
| Yacktman Asset Management | Reduced −9.8% | 4,874,070 |
| Chris Davis | Added +0.1% | 300,056 |
| Ray Dalio | Sold out | 0 |
| John Rogers | Reduced −13% | 580,800 |
| Barry Ritholtz | Added +8.9% | 17,573 |
| Mario Gabelli | Reduced −4.3% | 25,475 |
| Jeremy Grantham | Reduced −21% | 14,523 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Alan ArmstrongR-OK · Senate | Bought$1K–$15K | Mar 30, 2026disclosed Jul 21, 2026 |
Alan ArmstrongR-OK · Senate | Bought$1K–$15K | Mar 27, 2026disclosed Jul 21, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Mar 27, 2026disclosed Apr 7, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jan 9, 2026disclosed Feb 13, 2026 |
Julie JohnsonJointD-TX · House | Sold$1K–$15K | Dec 18, 2025disclosed Jan 15, 2026 |
Dan NewhouseSpouseR-WA · House | Bought$1K–$15K | Dec 11, 2025disclosed Jan 15, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Dec 10, 2025disclosed Jan 12, 2026 |
Julie JohnsonJointD-TX · House | Sold part$1K–$15K | Nov 13, 2025disclosed Dec 11, 2025 |
Val T. HoyleSpouseD-OR · House | Sold$1K–$15K | Sep 23, 2025disclosed Oct 10, 2025 |
Julie JohnsonJointD-TX · House | Sold part$1K–$15K | Aug 14, 2025disclosed Sep 11, 2025 |
Lisa C. McClainSpouseR-MI · House | Sold$1K–$15K | Jul 16, 2025disclosed Aug 13, 2025 |
Rick W. AllenSpouseR-GA · House | Bought$15K–$50K | Jul 10, 2025disclosed Aug 11, 2025 |
Lisa C. McClainSpouseR-MI · House | Bought$1K–$15K | Jul 10, 2025disclosed Aug 13, 2025 |
Jefferson ShreveR-IN · House | Sold$15K–$50K | May 12, 2025disclosed Jun 22, 2025 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | May 5, 2025disclosed May 6, 2025 |
Bruce WestermanR-AR · House | Sold$1K–$15K | Apr 21, 2025disclosed May 12, 2025 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Apr 7, 2025disclosed May 14, 2025 |
Sheri BiggsSpouseR-SC · House | Sold$15K–$50K | Mar 19, 2025disclosed Oct 5, 2025 |
Bruce WestermanR-AR · House | Bought$1K–$15K | Mar 3, 2025disclosed Apr 16, 2025 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Feb 21, 2025disclosed Mar 6, 2025 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Nov 25, 2024disclosed Nov 27, 2024 |
Morgan McGarveySpouseD-KY · House | Sold$1K–$15K | Nov 13, 2024disclosed Dec 10, 2024 |
Rick W. AllenSpouseR-GA · House | Sold$15K–$50K | Sep 12, 2024disclosed Oct 18, 2024 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Sep 3, 2024disclosed Sep 4, 2024 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Jun 21, 2024disclosed Jul 9, 2024 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | May 21, 2024disclosed May 21, 2024 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Feb 1, 2024disclosed Mar 7, 2024 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Jan 12, 2024disclosed Feb 15, 2024 |
J. French HillR-AR · House | Sold$50K–$100K | Dec 29, 2023disclosed Jan 10, 2024 |
Rick W. AllenSpouseR-GA · House | Bought$50K–$100K | Dec 14, 2023disclosed Jan 11, 2024 |
Morgan McGarveySpouseD-KY · House | Bought$1K–$15K | Oct 5, 2023disclosed Nov 16, 2023 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Jul 18, 2023disclosed Aug 21, 2023 |
Daniel S. GoldmanD-NY · House | Sold$15K–$50K | Jul 12, 2023disclosed Aug 13, 2023 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Jun 16, 2023disclosed Jul 11, 2023 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Jun 12, 2023disclosed Jul 11, 2023 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | May 8, 2023disclosed Jun 11, 2023 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Apr 14, 2023disclosed May 19, 2023 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Mar 14, 2023disclosed Apr 20, 2023 |