$SCHW is held by 44 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 3.79%, with an average of 0.43% of portfolio. Largest holder: Intrinsic Value Partners, LLC at 3.79%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SCHWAB CHARLES CORP
13F holders
2,302
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 2,302 · Source: 13F-HR01
Second Line Capital, LLC
—
—
02
Axa S.a.
—
—
03
State Street
—
—
04
First Financial Corp.
—
—
05
Harris Associates L P
—
—
06
Poplar Forest Capital LLC
—
—
07
First Financial Bankshares Inc.
—
—
08
Primecap Management CO
—
—
09
Citizens Financial Group INC
—
—
10
ProShare Advisors LLC
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
44 holders · Q1 202601
Intrinsic Value Partners, LLC
3.79% held
α +13.8pts
02
Generation Investment Management LLP
2.31% NEW
α +11.9pts
03
Beverly Hills Private Wealth, LLC
1.89% NEW
α +10.4pts
04
Elefante Mark B
1.70% held
α +10.8pts
05
ProVise Management Group, LLC
1.31% NEW
α +11.2pts
06
Greenwich Wealth Management LLC
1.08% held
α +12.7pts
07
RiverPark Advisors, LLC
0.71% held
α +21.5pts
08
Capital Markets Trading UK LLP
0.67% held
α +19.5pts
09
D L Carlson Investment Group Inc.
0.53% held
α +17.7pts
10
Condor Capital Management
0.52% NEW
α +23.6pts
11
Connor, Clark & Lunn Investment Management Ltd.
0.45% held
α +12.3pts
12
Costello Asset Management, INC
0.42% held
α +14.3pts
13
Fruth Investment Management
0.36% held
α +79.5pts
14
Hamel Associates, Inc.
0.35% NEW
α +12.3pts
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.23% NEW
α +27.5pts
16
Pittenger & Anderson Inc.
0.22% NEW
α +21.3pts
17
Courier Capital LLC
0.22% NEW
α +14.9pts
18
Principal Securities, Inc.
0.19% held
α +21.3pts
19
Banco Santander, S.A.
0.18% held
α +12.6pts
20
Linscomb Wealth, Inc.
0.15% NEW
α +32.6pts
21
Nisa Investment Advisors, LLC
0.14% held
α +16.6pts
22
GM Advisory Group, LLC
0.12% held
α +16.5pts
23
Svb Wealth LLC
0.11% held
α +29.6pts
24
Banque Pictet & Cie SA
0.10% held
α +10.3pts
25
Citigroup Inc.
0.10% held
α +26.3pts
26
Delta Financial Advisors LLC
0.09% held
α +18.1pts
27
Corsicana & Co.
0.07% held
α +20.0pts
28
Fiduciary Alliance LLC
0.07% held
α +16.8pts
29
Venture Visionary Partners LLC
0.07% held
α +10.3pts
30
Choate Investment Advisors
0.06% held
α +13.8pts
31
LM Advisors LLC
0.05% held
α +15.5pts
32
Tributary Capital Management, LLC
0.05% held
α +40.6pts
33
WINTON GROUP Ltd
0.05% held
α +27.0pts
34
JTC Employer Solutions Trustee Ltd
0.04% held
α +22.6pts
35
Johnson Financial Group, Inc.
0.04% held
α +14.7pts
36
Fulton Bank, N.a.
0.03% held
α +23.8pts
37
Cypress Capital Group
0.03% held
α +12.6pts
38
TRUE Private Wealth Advisors
0.02% held
α +23.4pts
39
Quarry LP
0.02% held
α +10.6pts
40
RFG Advisory, LLC
0.02% held
α +16.2pts
41
Erste Asset Management GmbH
0.01% held
α +33.4pts
42
Wellington Management Group LLP
0.01% held
α +10.5pts
43
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
44
CV Advisors LLC
0.00% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
41 transactions · 9 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
9 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SCHW lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SCHW — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:39 UTC.