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 Q2 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.36 B.
Top institutional holders include Ken Fisher and Andreas Halvorsen.
Notably, Ruane Cunniff has expressed high conviction in this stock, allocating 6.56% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $91.26 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 107.0%. Conversely, Al Gore reduced exposure by 41.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for The Charles Schwab Corporation (SCHW)
Major holders include Ken Fisher ($2.03 B), Andreas Halvorsen ($981.65 M), Ruane Cunniff ($421.8 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 49.99 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $91.26 M, with 11 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited SCHW. The total reported sell value was $530.34 M.
Yes, 1 managers opened new positions in SCHW, and 10 increased their existing holdings. The total reported buy value was $439.08 M.
