Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,084,373,529
+$730,399,410 QoQ
Shares Held
44,265,455
+24.0% QoQ
Ownership
2.56%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#6
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FMR LLC holds $22,562,218,133 across 49 Capital Markets names. SCHW ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,903,987 | $5,205,929,440 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
44,265,455 | $4,084,373,529 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,866,640 | $3,910,603,694 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,907,700 | $2,999,144,154 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
11,828,151 | $1,029,522,261 | |
| 6 | SF |
Stifel Financial Corp
|
8,534,782 | $595,471,737 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
19,645,295 | $537,888,175 | |
| 8 | LAZ |
Lazard, Inc.
|
11,152,391 | $467,731,275 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,084,373,529 | 44,265,455 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,353,974,119 | 35,688,169 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,380,378,116 | 33,834,232 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,009,758,194 | 31,525,696 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,154,993,522 | 34,579,061 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,503,291,851 | 31,978,690 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $717,897,960 | 9,700,013 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $371,041,978 | 5,725,073 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $446,568,251 | 6,060,093 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $255,402,373 | 3,530,583 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $236,564,945 | 3,438,444 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $234,080,751 | 4,263,766 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $211,584,681 | 3,732,969 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $470,437,924 | 8,981,251 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $1,130,460,482 | 13,577,474 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,097,072,045 | 15,264,673 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,066,878,579 | 16,886,334 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,987,900,296 | 23,578,464 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,367,406,455 | 16,259,292 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $834,850,849 | 11,461,434 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $928,953,591 | 12,758,599 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $650,751,317 | 9,983,911 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $274,703,017 | 5,179,167 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $162,758,093 | 4,492,357 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $238,226,127 | 7,060,644 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $320,344,100 | 9,528,379 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||