Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
Charles Schwab provides brokerage, wealth management, retirement, and banking services.
Neutral synthesis
Why this name is here
5 tracked funds report SCHW in their latest available 13F, representing $2.0B of combined reported value on this page.
Counter-evidence
1 tracked fund reports a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| Viking Global Investors largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing | +6% | reported share count increased | $1,378,212,377 | 3.86% |
| Ruane Cunniff position history Q1 2026 · filed May 15, 2026 · SEC filing | −16% | reported share count decreased | $443,095,024 | 7.35% |
| Markel Group position history Q2 2026 · filed Jul 31, 2026 · SEC filing | +1% | reported share count increased | $128,698,196 | 0.98% |
| Central Securities position history Q2 2026 · filed Aug 10, 2026 · SEC filing | — | latest reported holder | $64,589,000 | 4.82% |
| Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing | NEW | new reported position | $24,434,800 | 0.13% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
