Dodge & Cox

Position in SCHW — Schwab Charles Corp

CIK 200217 San Francisco, CA

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$7,048,770,756

-$595,735,590 QoQ

Shares Held

75,002,881

-2.0% QoQ

Ownership

4.31%

of shares outstanding

% of Portfolio

4.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.42214251743209.ToString("F0")% Shared 0.ToString("F0")% None 4.577857482567903.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Dodge & Cox holds $10,087,143,754 across 4 Capital Markets names. SCHW ranks #1 (69.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	75,002,881	$7,048,770,756
2	LPLA	LPL Financial Holdings Inc.	4,146,547	$1,247,405,734
3	GS	Goldman Sachs Group Inc	1,380,455	$1,167,851,125
4	XP	XP Inc.	32,726,688	$623,116,139

All Filings in SCHW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,048,770,756	75,002,881	-2.0%	Shares	Sole	2026-05-14
2025-12-31	$7,644,506,346	76,513,926	-7.9%	Shares	Sole	2026-02-13
2025-09-30	$7,928,139,363	83,043,253	-1.6%	Shares	Sole	2025-11-13
2025-06-30	$7,696,813,427	84,357,885	-4.9%	Shares	Sole	2025-08-13
2025-03-31	$6,947,401,273	88,750,655	-0.7%	Shares	Sole	2025-05-14
2024-12-31	$6,614,238,767	89,369,528	-0.2%	Shares	Sole	2025-02-13
2024-09-30	$5,806,187,780	89,587,838	+4.4%	Shares	Sole	2024-11-13
2024-06-30	$6,321,647,935	85,787,053	-0.6%	Shares	Sole	2024-08-13
2024-03-31	$6,242,731,779	86,297,094	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$5,945,832,636	86,421,986	+10.5%	Shares	Sole	2024-02-22
2023-09-30	$4,295,349,593	78,239,519	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$4,443,682,469	78,399,479	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$4,109,865,226	78,462,490	+1.3%	Shares	Sole	2023-05-12
2022-12-31	$6,446,716,059	77,428,730	-3.8%	Shares	Sole	2023-02-14
2022-09-30	$5,786,335,703	80,511,141	+1.9%	Shares	Sole	2022-11-10
2022-06-30	$4,993,902,812	79,042,463	+9.4%	Shares	Sole	2022-08-12
2022-03-31	$6,090,485,350	72,239,181	-1.8%	Shares	Sole	2022-05-13
2021-12-31	$6,188,632,639	73,586,595	-1.0%	Shares	Sole	2022-02-14
2021-09-30	$5,414,009,782	74,327,427	-1.1%	Shares	Sole	2021-11-15
2021-06-30	$5,469,739,632	75,123,467	-2.7%	Shares	Sole	2021-08-13
2021-03-31	$5,031,508,961	77,194,062	-9.2%	Shares	Sole	2021-05-14
2020-12-31	$4,509,836,217	85,027,078	-11.1%	Shares	Sole	2021-02-11
2020-09-30	$3,465,851,251	95,662,469	-0.1%	Shares	Sole	2020-11-13
2020-06-30	$3,231,037,276	95,762,812	-5.3%	Shares	Sole	2020-08-13
2020-03-31	$3,400,800,942	101,154,103	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.