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 Q4 2025, a total of 21 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.78 B.
Top institutional holders include Ken Fisher and Andreas Halvorsen.
Notably, Ruane Cunniff has expressed high conviction in this stock, allocating 8.73% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $618.76 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 77.2%. Conversely, Jefferies Group reduced exposure by 37.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for The Charles Schwab Corporation (SCHW)
Major holders include Ken Fisher ($2.18 B), Andreas Halvorsen ($1.39 B), Al Gore ($784.07 M). According to the latest reported data, 21 tracked investment managers collectively hold approximately 62.12 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $618.76 M, with 7 managers increasing positions and 13 managers reducing holdings.
During the most recent reporting period, 13 managers trimmed their positions, while 0 fully exited SCHW. The total reported sell value was $755.64 M.
Yes, 1 managers opened new positions in SCHW, and 6 increased their existing holdings. The total reported buy value was $136.88 M.
