SCHW

SCHWAB CHARLES CORP

Superinvestors

Institutional investors holding SCHW

Investor	Fund	Weight	Shares	Value	Quarter
John Armitage	Egerton Capital	6.81%	9,498,276	$790.8M	2022Q4
Francois Rochon	Giverny Capital	5.29%	1,536,206	$144.4M	2026Q1
Yacktman Asset Management	Yacktman Asset Management	4.89%	3,904,856	$367.0M	2026Q1
Dodge & Cox	Dodge & Cox	3.87%	75,002,881	$7.0B	2026Q1
Viking Global Investors	Viking Global Investors	3.86%	14,664,954	$1.4B	2026Q1
Ruane Cunniff	Sequoia Fund	3.50%	8,309,056	$426.8M	2017Q4
Bill Nygren	Oakmark Select Fund – Harris Associates	2.73%	21,812,476	$2.0B	2026Q1
Polen Capital Management	Polen Capital Management	2.06%	407,556	$7.1M	2009Q2
Triple Frond Partners	Triple Frond Partners	1.54%	412,300	$13.9M	2020Q1
Lee Ainslie	Maverick Capital	1.34%	1,253,090	$125.2M	2025Q4
David Katz	Matrix Asset Advisors	1.25%	186,596	$7.4M	2016Q4
Kenneth Fisher	Fisher Asset Management	0.71%	22,218,091	$2.1B	2026Q1
Thomas Gayner	Markel Group	0.56%	505,300	$10.9M	2007Q3
First Eagle Investment Management	First Eagle Investment Management	0.52%	3,175,717	$235.0M	2024Q4
Ariel Investments	Ariel Investments (Bobrinskoy & Rogers)	0.42%	402,927	$37.9M	2026Q1
Mairs & Power	Mairs & Power Growth Fund	0.24%	247,732	$23.3M	2026Q1
Christopher Davis	Davis Selected Advisers	0.13%	310,982	$29.2M	2026Q1
Hillman Capital Management	Hillman Value Fund	0.12%	4,239	$225K	2020Q4
Meridian / ArrowMark	Meridian Contrarian Fund	0.04%	15,250	$1.4M	2026Q1
Greenhaven Associates	Greenhaven Associates	0.02%	12,500	$1.2M	2026Q1
Glenn Greenberg	Brave Warrior Advisors	0.01%	5,250	$275K	2023Q1

Congressional data coming soon

Total trades

$13.5M

Volume

Buys

Sells

Last trade: May 26, 2026

Date	Insider	Type	Value
May 26, 2026	Marianne Catherine Brown	Buy	–
May 26, 2026	Marianne Catherine Brown	Buy	–

Congressional trade data is being sourced and will appear here shortly.