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 Q1 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.58 B.
Top institutional holders include Ken Fisher and Andreas Halvorsen.
Notably, Ruane Cunniff has expressed high conviction in this stock, allocating 7.35% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $1.07 B net outflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 135.1%. Conversely, Ray Dalio reduced exposure by 93.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for The Charles Schwab Corporation (SCHW)
Major holders include Ken Fisher ($2.09 B), Andreas Halvorsen ($1.38 B), Ruane Cunniff ($443.1 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 50.98 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.07 B, with 9 managers increasing positions and 13 managers reducing holdings.
During the most recent reporting period, 10 managers trimmed their positions, while 3 fully exited SCHW. The total reported sell value was $1.21 B.
Yes, 1 managers opened new positions in SCHW, and 8 increased their existing holdings. The total reported buy value was $144.06 M.
