DIMENSIONAL FUND ADVISORS LP

Position in SCHW — Schwab Charles Corp

CIK 354204 AUSTIN, TX

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$539,720,934

-$27,963,188 QoQ

Shares Held

5,742,934

+1.1% QoQ

Ownership

0.330%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 78.75686887573494.ToString("F0")% Shared 8.795991735234985.ToString("F0")% None 12.447139389030067.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $5,536,430,534 across 34 Capital Markets names. SCHW ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,840,675	$1,557,192,641
2	MS	Morgan Stanley	7,235,756	$1,190,788,362
3	SCHW	Schwab Charles Corp This page	5,742,934	$539,720,934
4	LPLA	LPL Financial Holdings Inc.	816,367	$245,587,682
5	HOOD	Robinhood Markets, Inc.	3,221,865	$223,275,242
6	SF	Stifel Financial Corp	2,616,616	$193,420,252
7	SNEX	StoneX Group Inc.	2,107,795	$169,993,665
8	EVR	Evercore Inc.	548,530	$163,741,687

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	$539,720,934	5,742,934	+1.1%	Shares	Sole	2026-05-07
2025-12-31	$567,684,122	5,681,955	-1.1%	Shares	Sole	2026-02-12
2025-09-30	$548,692,151	5,747,273	+4.2%	Shares	Sole	2025-11-12
2025-06-30	$503,471,534	5,518,101	+0.7%	Shares	Sole	2025-08-12
2025-03-31	$428,831,694	5,478,177	+12.8%	Shares	Sole	2025-05-13
2024-12-31	$359,323,284	4,855,064	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$316,205,460	4,878,961	-0.5%	Shares	Sole	2024-11-07
2024-06-30	$361,395,432	4,904,267	+6.8%	Shares	Sole	2024-08-09
2024-03-31	$332,340,013	4,594,139	+0.9%	Shares	Sole	2024-05-10
2023-12-31	$313,292,563	4,553,671	+7.3%	Shares	Sole	2024-02-07
2023-09-30	$232,983,959	4,243,788	+8.8%	Shares	Sole	2023-11-09
2023-06-30	$221,154,078	3,901,801	+6.4%	Shares	Sole	2023-08-09
2023-03-31	$192,165,560	3,668,682	+5.0%	Shares	Sole	2023-05-12
2022-12-31	$291,037,491	3,495,526	+2.8%	Shares	Sole	2023-02-09
2022-09-30	$244,306,611	3,399,285	+2.5%	Shares	Sole	2022-11-10
2022-06-30	$209,554,031	3,316,778	-5.1%	Shares	Sole	2022-08-12
2022-03-31	$294,544,825	3,493,593	+0.9%	Shares	Defined	2022-05-13
2021-12-31	$291,284,807	3,463,553	-4.2%	Shares	Defined	2022-02-09
2021-09-30	$263,214,551	3,613,599	-21.7%	Shares	Defined	2021-11-12
2021-06-30	$336,052,152	4,615,467	-19.4%	Shares	Defined	2021-08-12
2021-03-31	$373,155,825	5,725,005	-0.5%	Shares	Defined	2021-05-14
2020-12-31	$305,140,021	5,753,017	+46.7%	Shares	Defined	2021-03-08
2020-09-30	$142,098,733	3,922,129	+3.3%	Shares	Defined	2020-11-12
2020-06-30	$128,159,433	3,798,442	+3.6%	Shares	Defined	2020-08-13
2020-03-31	$123,261,274	3,666,308	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.