13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
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SCHW

SCHWAB CHARLES CORP · Financials

Consensus score 10/100 · #50 this quarter · tier-weighted across tracked managers

ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+12.6%
21-day momentum
+16.2%
recent volume
0.77×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
+8.2%
30-wk MA slope
+0.2%
rel. strength
-13.4
52-wk range
81%

Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
8
tracked managers
New this Q
0
opened a position
Avg weight
2.9%
of their portfolios
Combined value
$2.52B
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Ruane Cunniff / Sequoia
Quality compounder
7.4%
TRIM
Giverny Capital
Quality compounder
5.3%
TRIM
Yacktman Asset Management
Quality value
4.9%
TRIM
Viking Global Investors
Concentrated
3.9%
ADD
Markel Group
Concentrated
1.1%
ADD
Hosking Partners
Concentrated
1.0%
ADD
Davis Advisors
Concentrated
0.1%
ADD
Greenhaven Associates
Concentrated
0.0%
HOLD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.