Invesco Ltd.

Position in SCHW — Schwab Charles Corp

CIK 914208 Atlanta, GA

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,593,616,969

-$47,462,619 QoQ

Shares Held

16,956,980

+3.2% QoQ

Ownership

0.975%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 95.9754036390914.ToString("F0")% None 4.024596360908605.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Invesco Ltd. holds $8,031,272,799 across 49 Capital Markets names. SCHW ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,633,486	$2,227,902,810
2	SCHW	Schwab Charles Corp This page	16,956,980	$1,593,616,969
3	MS	Morgan Stanley	7,846,458	$1,291,291,585
4	IBKR	Interactive Brokers Group, Inc.	9,647,168	$647,035,553
5	HOOD	Robinhood Markets, Inc.	7,392,374	$512,291,512
6	EVR	Evercore Inc.	1,424,686	$425,283,013
7	PIPR	Piper Sandler Companies	2,609,305	$199,742,293
8	LPLA	LPL Financial Holdings Inc.	349,011	$104,992,973

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	$1,593,616,969	16,956,980	+3.2%	Shares	Defined	2026-05-12
2025-12-31	$1,641,079,588	16,425,579	+3.0%	Shares	Defined	2026-02-19
2025-09-30	$1,521,889,264	15,941,021	+5.0%	Shares	Defined	2025-11-13
2025-06-30	$1,384,603,304	15,175,398	-2.6%	Shares	Defined	2025-08-13
2025-03-31	$1,220,107,297	15,586,450	+5.0%	Shares	Defined	2025-05-12
2024-12-31	$1,098,496,671	14,842,544	+3.0%	Shares	Defined	2025-02-13
2024-09-30	$934,060,766	14,412,294	+13.5%	Shares	Defined	2024-11-12
2024-06-30	$935,482,383	12,694,835	-8.2%	Shares	Defined	2024-08-13
2024-03-31	$1,000,908,097	13,836,164	-3.5%	Shares	Defined	2024-05-14
2023-12-31	$986,086,864	14,332,658	-7.9%	Shares	Defined	2024-02-13
2023-09-30	$854,294,719	15,560,924	+3.3%	Shares	Sole	2023-11-13
2023-06-30	$853,522,575	15,058,620	+34.5%	Shares	Defined	2023-08-11
2023-03-31	$586,419,754	11,195,490	-8.0%	Shares	Defined	2023-05-12
2022-12-31	$1,013,435,966	12,171,943	+0.6%	Shares	Defined	2023-02-13
2022-09-30	$869,276,840	12,095,128	-0.8%	Shares	Defined	2022-11-14
2022-06-30	$770,694,018	12,198,386	+13.7%	Shares	Defined	2022-08-15
2022-03-31	$904,318,914	10,726,117	+7.7%	Shares	Defined	2022-05-16
2021-12-31	$837,192,280	9,954,724	+0.2%	Shares	Defined	2022-02-14
2021-09-30	$723,997,833	9,939,564	+23.7%	Shares	Defined	2021-11-15
2021-06-30	$585,097,874	8,035,955	-3.7%	Shares	Defined	2021-08-17
2021-03-31	$543,945,344	8,345,280	+6.1%	Shares	Defined	2021-05-17
2020-12-31	$417,054,788	7,863,024	+42.7%	Shares	Defined	2021-02-16
2020-09-30	$199,581,860	5,508,746	-4.2%	Shares	Defined	2020-11-16
2020-06-30	$194,062,218	5,751,696	+108.1%	Shares	Defined	2020-08-14
2020-03-31	$92,929,712	2,764,120	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.