Guru Ownership Trend
Guru Analysis for The Charles Schwab Corporation (SCHW)
The Charles Schwab Corporation (SCHW), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.07 B.
Top institutional holders include Ken Fisher and Andreas Halvorsen.
Notably, Ruane Cunniff has expressed high conviction in this stock, allocating 9.99% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.71 M net outflow during the quarter.
Recent activity highlights Lee Ainslie who opened a new position. Conversely, Al Gore reduced exposure by 22.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.75% | Add 1.3% | 21,646,588 | $2.07 B | Q3 2025 | |
| 4.11% | Add 5.1% | 16,583,101 | $1.58 B | Q3 2025 | |
| 6.78% | Reduce -22.8% | 10,726,323 | $1.02 B | Q3 2025 | |
| 9.99% | Reduce -4.3% | 6,315,561 | $602.95 M | Q3 2025 | |
| 0.19% | Add 20.9% | 3,083,729 | $294.4 M | Q3 2025 | |
| 0.44% | Add 42.7% | 2,748,409 | $262.39 M | Q3 2025 | |
| 4.61% | Add 0.5% | 1,575,776 | $150.44 M | Q3 2025 | |
| 1.06% | 1,364,800 | $130.3 M | Q3 2025 | ||
| 0.13% | Reduce -22.5% | 1,021,841 | $97.56 M | Q3 2025 | |
| 1.11% | New Buy | 870,072 | $83.07 M | Q3 2025 | |
| 0.81% | Add 57.1% | 614,240 | $58.64 M | Q3 2025 | |
| 0.18% | New Buy | 483,300 | $46.14 M | Q3 2025 | |
| 0.35% | Reduce -14.4% | 347,408 | $33.17 M | Q3 2025 | |
| 0.27% | Reduce -11.2% | 299,389 | $28.58 M | Q3 2025 | |
| 0.15% | Add 0.0% | 296,441 | $28.3 M | Q3 2025 | |
| 0.11% | Add 41.3% | 244,307 | $23.32 M | Q3 2025 | |
| 0.02% | Add 20.2% | 47,040 | $4.49 M | Q3 2025 | |
| 0.03% | Reduce 0.0% | 28,256 | $2.7 M | Q3 2025 | |
| 0.00% | Reduce -2.8% | 13,460 | $1.29 M | Q3 2025 | |
| 0.09% | 6,850 | $653,969 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Charles Schwab Corporation (SCHW)
Major holders include Ken Fisher ($2.07 B), Andreas Halvorsen ($1.58 B), Al Gore ($1.02 B). According to the latest reported data, 20 tracked investment managers collectively hold approximately 68.32 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7.71 M, with 11 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited SCHW. The total reported sell value was $399.11 M.
Yes, 2 managers opened new positions in SCHW, and 9 increased their existing holdings. The total reported buy value was $391.4 M.