Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,570,926,780
-$334,278,058 QoQ
Shares Held
48,637,229
-0.9% QoQ
Ownership
2.80%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.74309218972981.ToString("F0")%
Shared 0.ToString("F0")%
None 4.256907810270195.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $13,416,474,423 across 39 Capital Markets names. SCHW ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
48,637,229 | $4,570,926,780 | |
| 2 | MS |
Morgan Stanley
|
17,014,757 | $2,800,118,559 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,747,777 | $2,324,591,863 | |
| 4 | TW |
Tradeweb Markets Inc.
|
14,940,496 | $1,757,898,759 | |
| 5 | LAZ |
Lazard, Inc.
|
9,601,899 | $407,888,669 | |
| 6 | SNEX |
StoneX Group Inc.
|
3,471,998 | $280,016,638 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,490,909 | $241,919,992 | |
| 8 | FUTU |
Futu Holdings Ltd
|
1,206,253 | $164,967,159 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,570,926,780 | 48,637,229 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,905,204,838 | 49,096,235 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,484,235,483 | 57,444,595 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,828,015,563 | 74,835,769 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,422,794,467 | 82,048,984 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,409,741,411 | 73,094,736 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,691,224,043 | 87,813,980 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,277,961,113 | 85,194,207 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,230,656,549 | 72,306,560 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,771,984,030 | 69,360,233 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $2,854,313,695 | 51,991,142 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,084,034,895 | 36,768,435 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,193,696,608 | 41,880,424 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,320,412,212 | 39,880,041 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,652,455,966 | 50,820,314 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,999,196,702 | 63,298,460 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,843,445,836 | 69,309,048 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,013,304,960 | 83,392,449 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,212,954,375 | 85,295,914 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,044,834,368 | 83,022,035 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,262,419,670 | 80,736,724 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,512,310,904 | 85,073,735 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,594,639,610 | 44,014,342 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,455,281,069 | 43,132,219 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,323,018,946 | 39,352,140 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||