SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +20.3% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 181 | +3 | 1.18B | $109.60B | +7 | −3 |
| Q1 2026 | 180 | -4 | 1.15B | $108.59B | +3 | −8 |
| Q4 2025 | 183 | 0 | 1.22B | $121.40B | +1 | — |
| Q3 2025 | 29 | +1 | 846.46M | $80.79B | +1 | −1 |
| Q2 2025 | 26 | -1 | 718.26M | $65.52B | — | −1 |
| Q1 2025 | 24 | 0 | 451.43M | $35.33B | +1 | −1 |
| Q4 2024 | 24 | +1 | 375.21M | $27.76B | +2 | −1 |
| Q3 2024 | 22 | +2 | 294.39M | $19.07B | +3 | −1 |
| Q2 2024 | 20 | — | 280.44M | $20.66B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 88.75M | -0.7% | $6.95B | 4.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 82.05M | +12.2% | $6.42B | 0.8% | ▲ Add | 4 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 82.05M | +12.2% | $6.42B | 0.8% | ▲ Add | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passif) | 71.93M | +13.4% | $5.63B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passif) | 36.34M | +17.6% | $2.84B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passif) | 36.34M | +17.6% | $2.84B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 7 | Harris Associates (Oakmark) ✦ | 27.61M | -0.3% | $2.16B | 3.6% | ▼ Trim | 4 | SEC ↗ |
| 8 | Harris Associates (Oakmark) ✦ | 27.61M | -0.3% | $2.16B | 3.6% | ▼ Trim | 4 | SEC ↗ |
| 9 | Norges Bank ✦ (passif) | 24.15M | +38.6% | $1.89B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 10 | Fisher Asset Management ✦ | 21.17M | +3.5% | $1.66B | 0.7% | ▲ Add | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 20.50M | +879.8% | $1.60B | 1.6% | ▲ Add | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 20.50M | +879.8% | $1.60B | 1.6% | ▲ Add | 4 | SEC ↗ |
| 13 | Viking Global Investors ✦ | 17.72M | +20.9% | $1.39B | 4.4% | ▲ Add | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 15.49M | +595.7% | $1.21B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 15 | Wellington Management ✦ | 15.49M | +595.7% | $1.21B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 16 | Wellington Management ✦ | 15.49M | +595.7% | $1.21B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 15.49M | +595.7% | $1.21B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 18 | PRIMECAP Management ✦ | 14.00M | +229.3% | $1.10B | 0.9% | ▲ Add | 4 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 7.92M | +163.8% | $619.79M | 0.8% | ▲ Add | 4 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 7.92M | +163.8% | $619.79M | 0.8% | ▲ Add | 4 | SEC ↗ |
| 21 | Millennium Management ✦ | 6.85M | +15.2% | $536.08M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 22 | Arrowstreet Capital ✦ | 4.62M | -25.7% | $361.79M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 2.65M | +199.3% | $207.83M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 2.36M | +694.1% | $182.65M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 2.36M | +694.1% | $182.65M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 2.36M | +694.1% | $182.65M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 2.36M | +694.1% | $182.65M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 2.36M | +694.1% | $182.65M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 2.36M | +694.1% | $182.65M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 2.36M | +694.1% | $182.65M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 31 | Adage Capital Partners ✦ | 2.18M | +56.3% | $170.97M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 1.95M | +193.9% | $152.35M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 33 | Markel Group ✦ | 1.36M | +0.1% | $106.84M | 0.9% | ▲ Add | 4 | SEC ↗ |
| 34 | Markel Group ✦ | 1.36M | +0.1% | $106.84M | 0.9% | ▲ Add | 4 | SEC ↗ |
| 35 | Marshall Wace ✦ | 956.86K | -77.1% | $74.90M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 36 | Marshall Wace ✦ | 956.86K | -77.1% | $74.90M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 37 | Marshall Wace ✦ | 956.86K | -77.1% | $74.90M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 720.64K | -33.7% | $56.41M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bridgewater Associates ✦ | 84.80K | Nouveau | $6.64M | 0.0% | New | 1 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 31.16K | +1.8% | $2.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | GAMCO Investors ✦ | 27.30K | +7.2% | $2.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Bridgewater Associates | $6.64M | 0.0% |
Sorti(e)
| Coatue Management | $333.79M | était 1.1% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 3 détenteurs, 32.68K actions, $578,981 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer · 1.00K act. · $111,330
Officer · 21.87K act. · $2.43M
Officer · 2.20K act. · $241,780
Officer, Director · 46.41K act. · $5.02M
Officer · 24.78K act. · $2.70M
Director · 5.26K act. · $563,954
Officer · 1.90K act. · $206,776
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie