SCHW (Charles Schwab) Stock Analysis - Hedge Fund Holdings

Charles Schwab (SCHW) is a publicly traded Financial Services sector company. As of May 20, 2026, SCHW trades at $90.03 with a market cap of $160.68B and a P/E ratio of 17.80. SCHW moved -1.92% today. Year to date, SCHW is -13.14%; over the trailing twelve months it is +1.04%. Its 52-week range spans $62.41 to $107.50. Analyst consensus is strong buy with an average price target of $118.21. Rallies surfaces SCHW's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns SCHW stock?

Hedge funds tracked by Rallies that own SCHW include Harris Associates, Viking Global, Coatue Management, Farallon Capital, and D1 Capital. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Charles Schwab.

SCHW Key Metrics

Key financial metrics for SCHW
MetricValue
Price$90.03
Market Cap$160.68B
P/E Ratio17.80
EPS$5.06
Dividend Yield0.32%
52-Week High$107.50
52-Week Low$62.41
Volume8.57M
Avg Volume0
Revenue (TTM)$24.80B
Net Income$9.42B
Gross Margin0.00%

Top Hedge Funds Holding SCHW

  • Harris Associates holds 21.81M shares of SCHW, changed -0.99% as of Mar 31, 2026.
  • Viking Global holds 14.66M shares of SCHW, changed +5.71% as of Mar 31, 2026.
  • Coatue Management holds 4.51M shares of SCHW, changed +0.00% as of Dec 31, 2024.
  • Farallon Capital holds 3.96M shares of SCHW, changed +18.45% as of Mar 31, 2026.
  • D1 Capital holds 2.36M shares of SCHW, changed -25.28% as of Mar 31, 2026.

Latest SCHW News

Recent SCHW Insider Trades

  • Schwab Charles R. sold 27.50K (~$2.54M) on May 18, 2026.
  • Sarin Arun sold 2.50K (~$227.91K) on May 13, 2026.
  • Schwab Charles R. sold 109.30K (~$10.06M) on May 6, 2026.

SCHW Analyst Consensus

16 analysts cover SCHW: 0 strong buy, 15 buy, 1 hold, 0 sell, 0 strong sell. Consensus rating is strong buy. Average price target: $118.21.

Common questions about SCHW

Who owns SCHW stock?
Hedge funds tracked by Rallies that own SCHW include Harris Associates, Viking Global, Coatue Management, Farallon Capital, and D1 Capital. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Charles Schwab.
Does Rallies show 13F holders for SCHW?
Yes. Rallies tracks hedge fund and 13F ownership data for SCHW, including fund names, share counts, latest tracked quarter, and position changes when available.
Is SCHW research on Rallies investment advice?
No. Rallies provides research, data, and educational context for SCHW. It does not provide personalized investment advice.
SCHW

Charles Schwab