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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

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SCHWAB CHARLES CORP

Security Brokers, Dealers & Flotation Companies · SIC 6211CIK 316709Held by 18 tracked managersEDGAR filings ↗10-K/10-Q ↗

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18 of 18 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Renaissance Technologies

Q2 2026Position history →

New+1,911,141—0.24%$0.18B

Q2 2026Position history →

New+14,049—0.01%$<0.01B

Q2 2026Position history →

Add+1,965,442+2.6%3.7%$7.10B

Oakmark Funds (Harris Associates)

Q2 2026Position history →

Add+2,388,995+11.0%3.0%$2.23B

Yacktman Asset Management

Q2 2026Position history →

Add+196,696+5.0%4.7%$0.38B

Route One Investment Company

Q2 2026Position history →

Add+507,650+30.2%8.4%$0.20B

Giverny Capital

Q2 2026Position history →

Add+145,361+9.5%5.2%$0.16B

Q2 2026Position history →

Add+11,000+0.8%0.98%$0.13B

Ariel Investments

Q2 2026Position history →

Add+122,372+30.4%0.48%$0.05B

Bridgewater Associates

Q2 2026Position history →

Add+6,134+27.1%0.01%$<0.01B

Viking Global Investors

Q2 2026Position history →

Trim(4,026,085)(27.5%)2.8%$0.98B

Q2 2026Position history →

Trim(143,425)(3.0%)6.6%$0.42B

Generation Investment Management

Q2 2026Position history →

Trim(1,132,148)(41.3%)1.4%$0.15B

Adage Capital Management

Q2 2026Position history →

Trim(549,300)(33.0%)0.14%$0.10B

Q2 2026Position history →

Trim(21,111)(6.8%)0.11%$0.03B

Q2 2026Position history →

Trim(31,444)(12.7%)0.18%$0.02B

Holocene Advisors

Q2 2026Position history →

Exit(481,172)(100.0%)exited$0.05B

Capital Research Global Investors

Q2 2026Position history →

Exit(329,573)(100.0%)exited$0.03B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.