Financials · from official SEC filings

Which funds hold SCHW?

SCHWAB (CHARLES) CORP
Funds
376
hold this stock
Sector
Financials
classification
Country
United States
of domicile

Funds holding SCHW

RankFundWeight
1
I
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
11.23%
2
A
ADLVXADLER VALUE FUND
5.48%
3
A
APDNXArtisan Select Equity Fund
5.18%
4
B
BMPEXBECK, MACK & OLIVER PARTNERS FUND
4.64%
5
A
APDGXArtisan Global Value Fund
4.59%
6
B
BCFNBaron Financials ETF
4.49%
7
O
OAKWXOakmark Global Select Fund
4.36%
8
A
ANVIXVirtus NFJ Large-Cap Value Fund
4.29%
9
B
BAEIXSterling Capital Equity Income Fund
4.23%
10
O
OAKLXOakmark Select Fund
4.01%
11
B
BPTIXBaron Partners Fund
3.90%
12
A
ANDVXVirtus NFJ Dividend Value Fund
3.83%
13
C
CCGIXBaird Chautauqua Global Growth Fund
3.81%
14
B
BOPAXSterling Capital Special Opportunities Fund
3.33%
15
A
ABCAXAmerican Beacon The London Company Income Equity Fund
3.19%
16
B
BVEFXBecker Equity Fund
3.16%
17
A
ACSIAmerican Customer Satisfaction ETF
3.15%
18
C
CAPOXABSOLUTE CAPITAL OPPORTUNITIES FUND
3.11%
19
O
OAKMOakmark U.S. Large Cap ETF
3.10%
20
F
FAFCXFidelity Advisor Financials Fund
2.92%
Showing the 60 funds with the largest position in SCHW, of 376 that hold it.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Which ETFs and mutual funds hold SCHW? SCHWAB (CHARLES) CORP — Unwrap.Fund