Investors’ Optimism is Fueling The Charles Schwab Corporation’s (SCHW) Performance
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.
Schwab Charles Corp (SCHW)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 22,031,493 | $2,201,166,473 | +4% | 2.78% |
| 2. | Fisher Asset Management Ken Fisher | 21,818,514 | $2,179,887,845 | +1% | 0.74% |
| 3. | Viking Global Andreas Halvorsen | 13,872,905 | $1,386,041,939 | -17% | 3.68% |
| 4. | D E Shaw D. E. Shaw | 7,942,074 | $793,492,614 | +4% | 0.43% |
| 5. | Generation Investment Management David Blood And Al Gore | 7,847,717 | $784,065,404 | -27% | 5.44% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $66.26 | 25,000 | $1,656,500.00 | 827,377 | 2024-07-17 | Filing | |
| $62.05 | 10,000 | $620,454.00 | 144,228 | 2024-07-17 | Filing | |
| $60.55 | 833 | $50,440.07 | 3,386 | 2023-08-17 | Filing | |
| $53.47 | 5,000 | $267,339.50 | 9,984 | 2023-03-28 | Filing | |
| $54.83 | 5,000 | $274,154.00 | 120,653 | 2023-03-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $105.58 | 32,413 | $3,422,080.27 | 30,483,368 | 2026-02-10 | Filing | |
| $106.55 | 126,200 | $13,446,546.90 | 30,515,781 | 2026-02-09 | Filing | |
| $104.25 | 67,514 | $7,038,476.28 | 529,346 | 2026-02-06 | Filing | |
| $104.55 | 11,825 | $1,236,314.39 | 449,406 | 2026-02-06 | Filing | |
| $103.81 | 67,975 | $7,056,423.57 | 55,782,729 | 2026-02-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 150,528,952 | $15,039,347,595 | 0.22% | |
| 2. | 134,167,833 | $13,404,708,181 | 0.23% | |
| 3. | 76,513,926 | $7,644,506,390 | 4.13% | |
| 4. | 72,626,508 | $7,256,114,414 | 0.24% | |
| 5. | 67,190,915 | $6,713,044,696 | 0.42% |
News See All
The Charles Schwab Corporation (SCHW): A Bull Case Theory
We came across a bullish thesis on The Charles Schwab Corporation on The Diversified Fins Analyst’s Substack by Collin Cook. In this article, we will summarize the bulls’ thesis on SCHW.
UBS Sees Strong Cash Generation and Capital Growth at Charles Schwab (SCHW)
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Charles Schwab (SCHW): Expecting Continued Earnings Momentum in 2026
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Charles Schwab (SCHW) Received an Outperform Rating from Citizens Amid High Consensus Forecasts
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