Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Charles Corp (SCHW)

2K + Investors. Track Smart Money conviction in SCHW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
6Q ▲
Buyers last Q
53%

Smart Money Signals — SCHW

Based on 2314 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added SCHW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,314 hedge funds hold SCHW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+330 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

1207 buying1063 selling
Last quarter: 1,207 funds bought or added vs 1,063 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-87 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 256 → 182 → 297 → 210. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
1,553 out of 2,314 hedge funds have held SCHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

228 → 256 → 182 → 297 → 210 new funds/Q
New funds entering each quarter: 256 → 182 → 297 → 210. A growing number of institutions are discovering SCHW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 19% new
Entry-cohort mix of 2,390 holders: 1,681 (70%) are 2+ year veterans, 244 entered 1–2 years ago, and 465 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
66 of 2307 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SCHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SCHW

In 2026 Q1, 1207 hedge funds were net buyers of SCHW (210 opened a new position, 997 added to an existing one), while 1063 reduced or exited (870 trimmed, 193 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in SCHW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 2314.

Hedge Fund Ownership: SCHW

How many hedge funds hold SCHW — quarterly history vs. share price
Quarterly hedge fund ownership of SCHW vs. share price

Market Analysis: SCHW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Schwab Charles Corp (SCHW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCHW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
SCHW
-2.8%
XLF
+8.5%

SCHW outperformed XLF by -11.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
SCHW
+0.5%
XLF
+4.8%

Since the filing became public, SCHW outperformed XLF by -4.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

111 top-rated funds 47 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: SCHW
2K + Investors

Track Smart Money conviction in SCHW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2286 2297 -0.48%
13F Shares 1.36B 1.48B -8.42%
Total Value $121.56B $142.64B -14.78%
New Positions 200 297 -97
Increased Positions 963 917 +46
Closed Positions 211 127 +84
Reduced Positions 850 826 +24
Total Calls 40 45 -11.11%
Total Puts 41 41 -
PUT/CALL Ratio 1.02 0.91 Neutral

Statistics: SCHW

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Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCHW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SCHW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RPTC Inc. 58.00% 3,522,501 $331.0M
2 Crown Oak Advisors, LLC 21.67% 459,669 $43.2M
3 North Peak Capital Management, LLC 18.78% 1,201,613 $112.9M
4 Mount Capital Ltd 17.43% 460,278 $43.3M
5 Courant Investment Management LLC 16.84% 183,499 $17.2M
6 HughesLittle Investment Management Ltd. 12.94% 703,529 $66.1M
7 Timucuan Asset Management Inc/Fl 10.20% 2,948,987 $277.1M
8 Park Presidio Capital LLC 8.51% 1,291,457 $121.4M
9 Ruane, Cunniff & Goldfarb L.P. 7.35% 4,714,780 $443.1M
10 Avantyr Capital Partners, LP 7.33% 1,624,191 $152.6M
11 Provident Trust Co 7.28% 3,702,825 $348.0M
12 Route One Investment Company, L.P. 6.73% 1,682,243 $158.1M
13 Caledonia Investments plc 6.71% 611,000 $57.4M
14 1248 Management, LLC 6.37% 146,266 $13.7M
15 Pacific Capital Partners Ltd 6.22% 67,044 $6.3M
16 Allen Investment Management, LLC 6.19% 5,328,450 $500.8M
17 Financial Avengers, Inc. 6.02% 140,399 $13.2M
18 Central Securities Corp 5.43% 700,000 $65.8M
19 Allen Operations LLC 5.34% 380,215 $35.7M
20 Heron Bay Capital Management 5.32% 614,582 $57.8M
21 Giverny Capital Inc. 5.29% 1,536,206 $144.4M
22 Bain Capital Public Equity, LP 4.93% 9,425 $886K
23 Yacktman Asset Management LP 4.89% 3,904,856 $367.0M
24 Provident Investment Management, Inc. 4.76% 510,493 $48.0M
25 Warther Private Wealth, LLC 4.74% 215,203 $20.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Schwab Charles Corp (SCHW)

What does the Smart Money Trend signal show for SCHW?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SCHW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SCHW?

Slight buying edge — 53% buying: Last quarter: 1,207 funds bought or added vs 1,063 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SCHW holders?

Elite ownership — 47% AUM from top-100 funds: 66 of 2307 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SCHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SCHW?

67% of holders stayed for 2+ years: 1,553 out of 2,314 hedge funds have held SCHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Schwab Charles Corp (SCHW) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHW has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -4.3%. Since the quarter end (March 31, 2026), SCHW has gained -2.8% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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