Viking Global Investors’s Charles Schwab SCHW Stock Holding History

Viking Global Investors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38B	Buy	14,664,954 +792,049	+6%	+$77.7M	3.86%	3
2025 Q4	$1.39B	Sell	13,872,905 -2,710,196	-16%	-$257M	3.68%	5
2025 Q3	$1.58B	Buy	16,583,101 +809,876	+5%	+$76.9M	4.11%	3
2025 Q2	$1.44B	Sell	15,773,225 -1,943,492	-11%	-$163M	4.16%	2
2025 Q1	$1.39B	Buy	17,716,717 +3,057,773	+21%	+$240M	4.41%	2
2024 Q4	$1.08B	Buy	14,658,944 +12,318,988	+526%	+$922M	3.51%	5
2024 Q3	$152M	Buy	+2,339,956	New	+$154M	0.55%	48
2017 Q2	–	Sell	-10,580,054	Closed	-$432M	–	71
2017 Q1	$432M	Buy	10,580,054 +2,522,478	+31%	+$104M	1.91%	16
2016 Q4	$318M	Buy	+8,057,576	New	+$288M	1.45%	22

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Viking Global Investors's SCHW Position: Q1 2026 in Review

Viking Global Investors increased its Charles Schwab (SCHW) stake by 5.7% in Q1 2026, buying an estimated $77.7M and bringing the position to 14,664,954 shares worth $1.38B. The position accounts for 3.86% of the portfolio, ranked #3.

Viking Global Investors first reported a position in SCHW in Q4 2016 and has held it in 9 quarters since. The position peaked at $1.58B in Q3 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Viking Global Investors held 14,664,954 shares of Charles Schwab worth $1.38B as of Q1 2026.
Viking Global Investors bought 792,049 Charles Schwab shares in Q1 2026, an estimated $77.7M.
Charles Schwab made up 3.86% of Viking Global Investors's portfolio in Q1 2026, its #3 holding.
Viking Global Investors first reported a position in Charles Schwab in Q4 2016 and has held it in 9 quarters since.
Viking Global Investors's Charles Schwab position peaked at $1.58B in Q3 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Viking Global Investors's 13F filing for Q1 2026, filed 15 May 2026.