VIKING GLOBAL INVESTORS LP

Position in SCHW — Schwab Charles Corp

CIK 1103804 STAMFORD, CT

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$981,648,442

-$396,563,934 QoQ

Shares Held

10,638,869

-27.5% QoQ

Ownership

0.615%

of shares outstanding

% of Portfolio

2.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VIKING GLOBAL INVESTORS LP holds $1,772,618,951 across 4 Capital Markets names. SCHW ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	10,638,869	$981,648,442
2	IBKR	Interactive Brokers Group, Inc.	4,830,748	$420,468,305
3	MS	Morgan Stanley	1,622,593	$339,186,840
4	TW	Tradeweb Markets Inc.	314,222	$31,315,364

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981,648,442	10,638,869	-27.5%	Shares	Sole	2026-08-14
2026-03-31	$1,378,212,376	14,664,954	+5.7%	Shares	Sole	2026-05-15
2025-12-31	$1,386,041,938	13,872,905	-16.3%	Shares	Sole	2026-02-17
2025-09-30	$1,583,188,652	16,583,101	+5.1%	Shares	Sole	2025-11-14
2025-06-30	$1,439,149,049	15,773,225	-11.0%	Shares	Sole	2025-08-14
2025-03-31	$1,386,864,606	17,716,717	+20.9%	Shares	Sole	2025-05-15
2024-12-31	$1,084,908,445	14,658,944	+526.5%	Shares	Sole	2025-02-14
2024-09-30	$151,652,548	2,339,956	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.