Identity and classification
Every value below is stored with the decision that produced it- CUSIP
- 808513105
- Ticker
- SCHW
- Issuer CIK
- 0000316709
- Instrument type
- Common Stock
- Sector
- Financials
- Sector derived by
- derived from the issuer's SIC code by rule
How this was resolved
- SIC
- 6211 — Security Brokers, Dealers & Flotation Companies
- Rule set
- sic-sector-v2
- FIGI
- BBG001S5VXD4
Market data
Live prices from TradingView — unrelated to the filings belowLive market data for NYSE:SCHW from TradingView. The positions below are as reported for the quarter each names and may no longer be held.
Reported by
One row per manager — the most recent quarter in which they reported this security, never a census of who holds it| Manager | Reported | Value | Weight | Shares |
|---|---|---|---|---|
| Andreas Halvorsen | Q1 2026 | $1.38B | 3.9% | 14,664,954 |
| Lee Ainslie | Q4 2025 | $0.13B | 1.3% | 1,253,090 |
| Philippe Laffont | Q4 2024 | $0.33B | 1.1% | 4,510,020 |