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SCHW
SCHWAB CHARLES CORPFinancialsInvestment Banking & BrokerageLatest close $929 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
9
27 funds tracked
Ever held
15
Current + past
New this quarter
0
Exited this quarter
2
Marquee-fund ownership over time
May 14, 2014May 15, 2018Feb 14, 2024May 15, 2026
Now
9
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q2 2014 | 49Q | $23 | $92 | +307% |
| Viking Global Investors re-entered | Q1 2017 | 38Q | $37 | $92 | +153% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $64 | $92 | +45% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $64 | $92 | +45% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $64 | $92 | +45% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $64 | $92 | +45% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $64 | $92 | +45% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $64 | $92 | +45% |
| D1 Capital Partners | Q2 2025 | 4Q | $87 | $92 | +6% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 6× in & out | Q4 2025 | Q2 2026 | → $91 | -3% |
| Renaissance Technologies | Q4 2024 | Q2 2026 | → $89 | +17% |
| Coatue Management 2× in & out | Q1 2025 | Q2 2025 | → $87 | +10% |
| Duquesne Family Office 2× in & out | Q1 2024 | Q2 2024 | → $77 | +25% |
| Third Point | Q1 2020 | Q2 2020 | → $30 | -31% |
| Lone Pine Capital | Q3 2015 | Q1 2016 | → $21 | -31% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SCHWAB CHARLES CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
19
Filings · last 90d
30
Total on file
635
Recent SEC buffer
Most recent
Jun 4, 2026
30d / 90d windows measured from Jun 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40002034140-26-000005Jun 4, 2026
- Form 40001625471-26-000003May 28, 2026
- Form 40001739929-26-000006May 28, 2026
- Form 40001950787-26-000006May 28, 2026
- Form 40001643326-26-000004May 28, 2026
- Form 40001889263-26-000005May 28, 2026
- Form 40001804183-26-000010May 27, 2026
- Form 40001186004-26-000007May 27, 2026
- Form 40001171694-26-000008May 27, 2026
- Form 40001193024-26-000002May 27, 2026
- Form 40001561563-26-000013May 27, 2026
- Form 40001188405-26-000008May 27, 2026
- Form 40000923738-26-000026May 26, 2026
- Form 40001643326-26-000002May 26, 2026
- Form 40000923738-26-000024May 20, 2026
Showing 15 of 635 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · SCHWAB CHARLES CORPAnnual figures sourced directly from SCHWAB CHARLES CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$23.92B
FY2025+22% YoY
Net income
$8.85B
FY2025+49% YoY
EPS (diluted)
$4.65
FY2025+56% YoY
Free cash flow(?)
$8.76B
FY2025+327% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SCHWAB CHARLES CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 1, 2026
- 8-KMaterial eventMay 22, 2026
- 8-KMaterial eventMay 21, 2026
- 10-QQuarterly reportMay 8, 2026
- 8-KMaterial eventApr 22, 2026
- 8-KMaterial eventApr 16, 2026
- DEF 14AProxy statementApr 6, 2026
- 8-KMaterial eventMar 2, 2026
- 10-KAnnual reportFeb 25, 2026
- 8-KMaterial eventJan 29, 2026
- 8-KMaterial eventJan 21, 2026
- 8-KMaterial eventNov 14, 2025
- 10-QQuarterly reportNov 7, 2025
- 8-KMaterial eventNov 6, 2025
- 8-KMaterial eventOct 16, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Maverick Capital | Q4 2025 | Q2 2026 | $94 | $91 | -3% |
| Bridgewater Associates | Q4 2025 | open | $94 | $87 | -7% |
| D1 Capital Partners | Q2 2025 | open | $87 | $87 | +1% |
| Maverick Capital | Q2 2025 | Q3 2025 | $87 | $97 | +11% |
| Bridgewater Associates | Q2 2025 | Q3 2025 | $86 | $95 | +10% |
| Coatue Management | Q1 2025 | Q2 2025 | $79 | $87 | +10% |
| Point72 Asset Management | Q1 2025 | open | $79 | $92 | +17% |
| Viking Global Investors | Q4 2024 | open | $79 | $87 | +11% |
| Renaissance Technologies | Q4 2024 | Q2 2026 | $77 | $89 | +17% |
| Bridgewater Associates | Q4 2024 | Q1 2025 | $77 | $80 | +4% |
| Citadel Advisors | Q3 2024 | open | $64 | $92 | +45% |
| Two Sigma Investments | Q3 2024 | open | $64 | $92 | +45% |
| D.E. Shaw | Q3 2024 | open | $64 | $92 | +45% |
| AQR Capital Management | Q3 2024 | open | $64 | $92 | +45% |
| Millennium Management | Q3 2024 | open | $64 | $92 | +45% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $64 | $79 | +23% |
| Duquesne Family Office | Q1 2024 | Q2 2024 | $61 | $77 | +25% |
| Maverick Capital | Q4 2023 | Q3 2024 | $53 | $64 | +21% |
| Bridgewater Associates | Q4 2023 | Q3 2024 | $52 | $64 | +23% |
| Maverick Capital | Q2 2021 | Q3 2021 | $68 | $69 | +1% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $54 | $47 | -14% |
| Maverick Capital | Q2 2020 | Q4 2020 | $30 | $44 | +45% |
| Coatue Management | Q1 2020 | Q2 2020 | $43 | $30 | -31% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $43 | $31 | -29% |
| Third Point | Q1 2020 | Q2 2020 | $43 | $30 | -31% |
| Bridgewater Associates | Q2 2019 | Q4 2019 | $40 | $39 | -3% |
| Maverick Capital | Q1 2018 | Q3 2019 | $46 | $33 | -27% |
| Bridgewater Associates | Q4 2017 | Q2 2018 | $40 | $53 | +32% |
| Viking Global Investors | Q1 2017 | Q3 2017 | $37 | $37 | +0% |
| Bridgewater Associates | Q4 2016 | Q3 2017 | $30 | $36 | +21% |
| Lone Pine Capital | Q3 2015 | Q1 2016 | $30 | $21 | -31% |
| Bridgewater Associates | Q3 2015 | Q4 2015 | $30 | $29 | -5% |
| Duquesne Family Office | Q4 2014 | Q1 2015 | $25 | $26 | +4% |
| Bridgewater Associates | Q2 2014 | Q3 2014 | $23 | $24 | +6% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.