SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
Señales de momentum (gestores comparables):
amplitud de titulares -3.7% ·
flujo de acciones -6.2% ·
nuevas posiciones netas -3.8%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 4.73M | $459.93M | n/a | n/a |
| Q2 2026 | 179 | +3 | 1.17B | $108.97B | +7 | −5 |
| Q1 2026 | 180 | -4 | 1.15B | $108.59B | +3 | −8 |
| Q4 2025 | 183 | 0 | 1.22B | $121.40B | +1 | n/a |
| Q3 2025 | 29 | +1 | 846.46M | $80.79B | +1 | −1 |
| Q2 2025 | 26 | -1 | 718.26M | $65.52B | n/a | −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 | n/a | 280.44M | $20.66B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 151.18M | n/a | $13.79B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 128.21M | n/a | $11.70B | 0.2% | n/c | 1 | SEC ↗ ×23 |
| 3 | Dodge & Cox ✦ | 84.36M | -5.0% | $7.70B | 4.3% | ▼ Trim | 5 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 74.84M | -8.8% | $6.83B | 0.8% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (pasivo) | 72.46M | +0.7% | $6.61B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 37.38M | +2.9% | $3.40B | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 34.58M | n/a | $3.15B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 8 | Harris Associates (Oakmark) ✦ | 22.97M | -16.8% | $2.10B | 3.4% | ▼ Trim | 5 | SEC ↗ ×2 |
| 9 | Fisher Asset Management ✦ | 21.38M | +1.0% | $1.95B | 0.8% | ▲ Add | 5 | SEC ↗ |
| 10 | Norges Bank ✦ (pasivo) | 20.71M | -14.2% | $1.89B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 11 | PRIMECAP Management ✦ | 19.03M | +35.9% | $1.74B | 1.4% | ▲ Add | 5 | SEC ↗ |
| 12 | Viking Global Investors ✦ | 15.77M | -11.0% | $1.44B | 4.2% | ▼ Trim | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 12.45M | -19.6% | $1.14B | 0.2% | ▼ Trim | 5 | SEC ↗ ×3 |
| 14 | Arrowstreet Capital ✦ | 4.62M | 0.0% | $421.58M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 2.84M | +46.1% | $259.48M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 2.55M | +8.1% | $231.66M | 0.2% | ▲ Add | 5 | SEC ↗ ×8 |
| 17 | Marshall Wace ✦ | 2.03M | +112.3% | $185.39M | 0.2% | ▲ Add | 5 | SEC ↗ ×4 |
| 18 | Point72 Asset Management ✦ | 1.93M | -27.4% | $175.77M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 1.91M | -12.3% | $174.66M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 20 | Millennium Management ✦ | 1.79M | -73.9% | $163.33M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 1.53M | -80.6% | $140.02M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 22 | Markel Group ✦ | 1.36M | 0.0% | $124.52M | 1.1% | Held | 5 | SEC ↗ ×2 |
| 23 | Renaissance Technologies ✦ | 1.32M | +82.8% | $120.22M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 967.87K | -95.3% | $88.31M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 25 | Gotham Asset Management ✦ | 39.14K | +25.6% | $3.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 28.26K | +3.5% | $2.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Bridgewater Associates | $6.64M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,301 tenedores, 1.34B acciones, $119.45B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 3.18K acc. · $346,428
Officer · 3.18K acc. · $343,498
Officer, Director · 74.39K acc. · $8.25M
Director · 9.18K acc. · $1.00M
Officer, Director · 176.21K acc. · $20.00M
Officer, Director · 117.00K acc. · $13.24M
Officer · 1.00K acc. · $111,330
Officer · 21.87K acc. · $2.43M
Officer · 2.20K acc. · $241,780
Officer, Director · 46.41K acc. · $5.02M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología