Position in SCHW
as of Dec 31, 2025
· filed Jan 29, 2026
Position Value
$15,039,347,591
+$567,507,214 QoQ
Shares Held
150,528,952
-0.7% QoQ
Ownership
8.66%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Dec 31, 2025VANGUARD GROUP INC holds $91,113,283,249 across 58 Capital Markets names. SCHW ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
29,014,431 | $25,503,684,849 | |
| 2 | MS |
Morgan Stanley
|
119,718,100 | $21,253,554,291 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
150,528,952 | $15,039,347,591 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
95,771,497 | $10,831,756,308 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
52,254,357 | $3,360,477,696 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
8,148,558 | $2,910,420,457 | |
| 7 | EVR |
Evercore Inc.
|
3,840,147 | $1,306,610,014 | |
| 8 | TW |
Tradeweb Markets Inc.
|
11,955,735 | $1,285,719,740 |
All Filings in SCHW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $15,039,347,591 | 150,528,952 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $14,471,840,377 | 151,585,214 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $13,793,853,067 | 151,182,081 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $11,616,380,324 | 148,395,252 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,516,074,800 | 128,578,230 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $8,256,200,726 | 127,390,846 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,005,480,989 | 122,207,640 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,750,473,039 | 120,963,133 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,250,517,325 | 119,920,310 | Shares | Defined | 2024-03-11 | |
| 2023-09-30 | $6,758,132,957 | 123,098,961 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $6,962,134,931 | 122,832,303 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,672,183,882 | 127,380,372 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $10,481,457,358 | 125,888,270 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $8,943,291,572 | 124,437,061 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,698,300,344 | 121,847,109 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,097,344,403 | 119,764,493 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,819,229,889 | 116,756,598 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,445,490,756 | 115,945,782 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,376,388,077 | 115,044,473 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,424,250,985 | 113,903,820 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,945,584,831 | 112,096,245 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,153,544,519 | 87,042,355 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,023,733,450 | 89,618,656 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,063,214,014 | 91,112,850 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||