Portfolio manager	Activity	Share change	% portfolio
John ArmitageTier 1 Egerton Capital New Schwab position.	Buy (new)	+1.40M	4.70%
Glenn Greenberg Brave Warrior Advisors Concentrating further on top conviction.	Add 10.00%	+950K	19.60%
Andreas HalvorsenElite Viking Global Investors	Reduce 16.00%	-2.71M	3.70%
Joel GreenblattElite Gotham Asset Management	Reduce 25.00%	-758K	0.10%

Q3 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 21.00%	+534K	0.20%
Glenn Greenberg Brave Warrior Advisors Top conviction add.	Add 8.00%	+700K	17.80%
Bill Nygren Oakmark Funds	Reduce 8.00%	-1.73M	3.30%

Q2 2025(5 moves)

Portfolio manager	Activity	Share change	% portfolio
François RochonTier 1 Giverny Capital	Add 65.00%	+618K	4.90%
Joel GreenblattElite Gotham Asset Management	Add 8.00%	+192K	0.20%
Glenn Greenberg Brave Warrior Advisors Starting the big Schwab build.	Add 6.00%	+540K	16.90%
Andreas HalvorsenElite Viking Global Investors	Reduce 11.00%	-1.94M	4.20%
Bill Nygren Oakmark Funds	Reduce 17.00%	-4.64M	3.40%

Q1 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Andreas HalvorsenElite Viking Global Investors	Add 21.00%	+3.06M	4.40%
Joel GreenblattElite Gotham Asset Management	Add 694%	+2.06M	0.20%
Glenn Greenberg Brave Warrior Advisors Pre-building Schwab.	Add 4.00%	+340K	16.30%

Q4 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Andreas HalvorsenElite Viking Global Investors	Add 526%	+12.32M	3.50%
Joel GreenblattElite Gotham Asset Management	Add 231%	+207K	0.00%

Q3 2024(4 moves)

Portfolio manager	Activity	Share change	% portfolio
François RochonTier 1 Giverny Capital	Add 8.00%	+66K	2.30%
Andreas HalvorsenElite Viking Global Investors	Buy (new)	+2.34M	0.60%
Bill Nygren Oakmark Funds	Add 23.00%	+5.30M	2.40%
Joel GreenblattElite Gotham Asset Management	Reduce 42.00%	-66K	0.00%

Q2 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Reduce 39.00%	-101K	0.00%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Sell (exit)	-9K	0.00%

Insider activity

SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.

Insider activity (Form 4)

1 buy · 0 sells from corporate insiders

Net: INSIDER BUYING

Insider	Action	Shares	Value	Date
Walt Bettinger Co-Chairman First buy in 2 years — bullish.	buy	30,000	$2.16M	Nov 22, 2025

Latest news

Recent headlines for SCHW.

Hedge funds holding SCHW

2 superinvestors hold Charles Schwab as a top position. Sorted by % of portfolio.

Manager	% Portfolio
Glenn Greenberg Top conviction. Fee compression priced in.	17.8%
John Armitage Discount broker franchise.	4.7%

Dividend tax by country

What will you keep of every $100 in SCHW dividend?

Your country of residenceCompany is domiciled inGross dividend (example)

Withholding rate

Domestic (no cross-border)

Tax withheld

$0.00

You'd receive

$1000.00

Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Get alerts when they buy or sell SCHW

One email per 13F filing — you'll know within hours if any tracked manager moves on SCHW.

Related smart-money signals

Derived from the same 13F filings

Same sector · Financials

Top conviction in this sector

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Data sourced from SEC 13F filings. SCHW ownership reflects publicly disclosed long positions only. Not investment advice.