Financials · from official SEC filings

Which funds hold SCHW?

SCHWAB (CHARLES) CORP
Funds
398
hold this stock
Sector
Financials
classification
Country
United States
of domicile

Funds holding SCHW

RankFundWeight
1
B
BTALAGF U.S. Market Neutral Anti-Beta Fund
112.71%
2
I
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
8.54%
3
G
GENZVanEck Digital Native Economy ETF
7.32%
4
A
ADLVXADLER VALUE FUND
5.48%
5
O
OAKLXOakmark Select Fund
5.13%
6
A
APDNXArtisan Select Equity Fund
4.97%
7
F
FAFCXFidelity Advisor Financials Fund
4.61%
8
O
OAKWXOakmark Global Select Fund
4.60%
9
A
APDGXArtisan Global Value Fund
4.35%
10
B
BMPEXBECK, MACK & OLIVER PARTNERS FUND
4.19%
11
B
BCFNBaron Financials ETF
4.15%
12
A
ANDVXVirtus NFJ Dividend Value Fund
4.03%
13
A
ANVIXVirtus NFJ Large-Cap Value Fund
4.01%
14
B
BPTIXBaron Partners Fund
3.98%
15
B
BAEIXSterling Capital Equity Income Fund
3.90%
16
C
CCGIXBaird Chautauqua Global Growth Fund
3.63%
17
B
BAFLXBrown Advisory Global Leaders Fund
3.29%
18
C
CAPOXABSOLUTE CAPITAL OPPORTUNITIES FUND
3.23%
19
A
ABCAXAmerican Beacon The London Company Income Equity Fund
3.19%
20
B
BVEFXBecker Equity Fund
3.16%
Showing the 60 funds with the largest position in SCHW, of 398 that hold it.
Hold SCHW through more than one fund? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
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