MondegarAI
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Cross-fund · 6 holders

SCHW

SCHWAB CHARLES CORP

CUSIP 808513105 / 81282K100

6
Tracked holders
$28.27B
Aggregate value
291,321,759
Shares
6
Active funds

Funds holding SCHW

FundStrategyPeriodValue% of bookΔ sharesStatus
VanguardInstitutionalQ4 2025$15.04B0.22%1,056,262−0.7%
BlackRockInstitutionalQ1 2026$12.51B0.22%1,011,277−0.8%
CitadelMulti-StrategyQ1 2026$513.1M0.08%2,635,660−32.6%
MillenniumMulti-StrategyQ1 2026$150.7M0.06%2,400,787−60.0%
Point72FEATMulti-StrategyQ1 2026$51.8M0.07%2,405,888−81.4%
BridgewaterFEATMacroQ1 2026$2.1M0.01%307,453−93.2%

Aggregated from the latest 13F-HR per tracked fund (longs only). QoQ deltas compare against each fund's prior quarterly filing.