SCHW Institutional Owners (13F)
2 tracked funds disclose SCHW (SCHWAB CHARLES CORP) in their latest 13F filings. Weights and values are from SEC EDGAR Form 13F-HR.
Hedge funds holding SCHW
Ranked by portfolio weight in each fund's disclosed 13F book.
| Fund | Weight | Value | Shares | Filing | Recent change |
|---|---|---|---|---|---|
| Viking Global Andreas Halvorsen | 2.8% | $982M | 10.64M | Q2 2026 | Reduced 27.45% |
| Two Sigma Investments John Overdeck | 0.6% | $777M | 8.43M | Q2 2026 | Added 57.19% |
Members of Congress trade SCHW too: who disclosed trades in it under the STOCK Act, how often, and the latest filings.
Congress trades in SCHWResearch 13F filings against your own holdings
See how Wealthnow would research disclosed SCHW positions against your own holdings. These strategies are research only, and trading from 13F filings is not enabled.
Frequently asked questions
Which hedge funds own SCHW?
Among funds tracked here, 2 disclose a SCHW position in their latest 13F: Viking Global, Two Sigma Investments. Weights and values come from each fund's SEC Form 13F-HR filing.
What is the largest SCHW position among tracked funds?
Viking Global (Andreas Halvorsen) shows the largest weight in this set at about 2.8%, roughly $982M.
Can Wealthnow research institutional SCHW holders?
Wealthnow can research disclosed 13F positions in SCHW against your own holdings. These strategies are research only, and trading from 13F filings is not enabled. Your money stays at your broker.