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What smart money is saying about The Charles Schwab CorporationUnited States flag

SCHW · Financial Services · Financial - Capital Markets · Market cap $159.03B

12 funds in our archive have pitched The Charles Schwab Corporation — most recently Baron First Principles ETF in June 2026.

Company profile

The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.

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Summarize with Warren AI
23
Reported positions
3
Bought
2
Sold
34
Letters

Position history

Between Q4 2024 and Q3 2026, 23 fund letters reported a position in The Charles Schwab Corporation — 3 opened or added to the position, 2 trimmed or exited.

Fund letters reporting a position in The Charles Schwab Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 202619316
Q1 20263010
Q4 20250002
Q2 20250001
Q1 20250002
Q4 20240001

Fund activity · 23 positions · 5 moves

Also mentioned · 4

These funds discuss The Charles Schwab Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedSKBA Capital Management
    June 2026
    “Until 2022, Zero Interest Rate Policy – ZIRP 35 Celebrating 35 Years of Value InvestingYEARS skba.com For more information, please contact: info@skba.com or call 800.969.7852 – encouraged risk taking whereby the reversal in 2022 resulted in a number of banks failing or being significantly impacted; First Republic, SVB Financial and Charles Schwab come to mind.”
    Read the letter
    The Charles Schwab Corporation
  • MentionedYCG Wealth Management Quality Businesses Strategy
    June 2026
    “The Market Is Expensive It helps to begin with the temperature of the broader market. We are not cherry-picking a single unflattering statistic. Charles Schwab — a firm whose business depends on keeping clients invested — recently told its own clients that the market is expensive, with 12 of the 12 valuation metrics it tracks registering as “Expensive” or “Very Expensive” relative to history.”
    Read the letter
    The Charles Schwab Corporation
  • MentionedManole Capital Investor Newsletter
    March 2026
    “In September of 1987, Charles Schwab launched its IPO, selling 8 million shares of stock to the public at an original price of $16.50 apiece.”
    Read the letter
    The Charles Schwab Corporation
  • MentionedManole Capital
    December 2025
    “Trading: The trading environment has undergone a significant transformation over the past several years. Free equity trading, fractional shares, and seamless mobile access have broadened investor participation and accelerated activity across major brokerage platforms. Trading volumes continue to rise at firms such as Schwab, Interactive Brokers, and Robinhood, and extended-hours access is becoming increasingly common.”
    15 more words on why — unlock Manole Capital’s full comment
    Read the letter
    The Charles Schwab Corporation

Fund coverage · 12 theses

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