Financials · owned by 2 fund managers
Who owns Schwab Charles (SCHW)?
2 of the 22 fund managers we track hold Schwab Charles, worth $2.4B combined as of Q2 2026. Bill Nygren has the biggest bet at 3.0% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
0 opened new positions
Combined value
$2.4B
At quarter-end prices
Biggest weight
3.0%
Bill Nygren
Buyers / sellers
2 / 0
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Schwab Charles appears in 2 of our 22 portfolios.
- Largest holder: Bill Nygren (3.0% of portfolio)
- 2 managers bought or added this quarter
- 0 managers trimmed or sold out
- 3 congressional trades disclosed recently (2 buys, 1 sells)
- Company insiders in Q3 2026: no open-market buys, sold $144M
This is not a recommendation. Do your own research.
Fund managers who own SCHW
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Bill Nygren Oakmark Funds (Harris Associates) | 2.96% | Added | 24,201,471 | $2.2B |
| Thomas Gayner Markel Group | 0.98% | Added | 1,394,800 | $129M |
Congressional trades in SCHWAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| R Alan Armstrong Senate · OK | Buy | $1,001 – $15,000 | 30 Mar 2026 | 21 Jul 2026 |
| R Alan Armstrong Senate · OK | Buy | $1,001 – $15,000 | 27 Mar 2026 | 21 Jul 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Sell | $1,001 – $15,000 | 27 Mar 2026 | 7 Apr 2026 |
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