SCHW

Schwab Charles Corp

Company with tickers: SCHW, SCHW-PD, SCHW-PJ

CIK
316709
CUSIP
808513105
Shares Outstanding
1,739,135,507
Holders: 2,077
Total Value: $116,610,184,804
Total Shares: 1,240,797,895
Showing 1–100 of 2,133 holdings by value · page 1 of 22

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 2,077 13F filers · Δ vs Dec 31, 2025
Top Holder
10.7%
+1.2 pts
Top 5
37.3%
+3.6 pts
Top 10
50.7%
+4.9 pts
HHI
363
Broadly held +54

Quarterly Activity

vs Dec 31, 2025
New
2,030
Increased
21
Decreased
18
Sold Out
2,263
Unchanged
8
Holder count: -233
Institutional value: -18.9%
Shares held: -13.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega GOLDMAN SACHS GROUP INC +967,685 13,108,611
Large Rockefeller Capital Management L.P. +265,292 349,334
Large Candriam S.C.A. +99,115 764,475
Large STOREBRAND ASSET MANAGEMENT AS +61,782 997,145
Mid PBU - The Pension Fund of Early Childhood & Youth Educators +52,597 205,442

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mega HSBC HOLDINGS PLC −924,230 3,591,244
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. −453,545 655,593
Large PEAK6 LLC −94,025 305,100
Mid BNP PARIBAS −42,901 79,488
Micro JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC −14,360 6,568

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega BlackRock, Inc. 133,156,556 $12,514,053,122
Mega VANGUARD CAPITAL MANAGEMENT LLC 108,353,995 $10,183,108,450
Mega Dodge & Cox 75,002,881 $7,048,770,756
Mega JPMORGAN CHASE & CO 73,848,142 $6,940,248,373
Mega STATE STREET CORP 72,763,682 $6,838,330,834

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega VANGUARD GROUP INC 136,690,216 $13,656,719,479
Mega BlackRock, Inc. 134,167,833 $13,404,708,182
Mega Dodge & Cox 76,513,926 $7,644,506,346
Mega STATE STREET CORP 72,626,508 $7,256,114,414
Mega JPMORGAN CHASE & CO 64,690,655 $6,463,243,334
100 of 100 shown Export CSV
Holder Value (USD) % of 13F Shares Action
Mega BlackRock, Inc. $12,514,053,122 10.73% 133,156,556 View
Mega VANGUARD CAPITAL MANAGEMENT LLC $10,183,108,450 8.73% 108,353,995 View
Mega Dodge & Cox $7,048,770,756 6.04% 75,002,881 View
Mega JPMORGAN CHASE & CO $6,940,248,373 5.95% 73,848,142 View
Mega STATE STREET CORP $6,838,330,834 5.86% 72,763,682 View
Mega PRICE T ROWE ASSOCIATES INC /MD/ $4,570,926,780 3.92% 48,637,229 View
Mega FMR LLC $3,353,974,119 2.88% 35,688,169 View
Mega FRANKLIN RESOURCES INC $2,990,971,948 2.56% 31,825,622 View
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $2,497,243,138 2.14% 26,572,070 View
Mega PRIMECAP MANAGEMENT CO/CA/ $2,203,071,171 1.89% 23,441,915 View
Mega Fisher Asset Management, LLC $2,088,056,192 1.79% 22,218,091 View
Large HARRIS ASSOCIATES L P $2,049,936,493 1.76% 21,812,476 View
Large Artisan Partners Limited Partnership $1,640,049,491 1.41% 17,451,048 View
Mega Invesco Ltd. $1,593,616,969 1.37% 16,956,980 View
Mega Bank of New York Mellon Corp $1,518,912,454 1.30% 16,162,082 View
Large VIKING GLOBAL INVESTORS LP $1,378,212,376 1.18% 14,664,954 View
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,364,766,937 1.17% 14,521,887 View
Mega ALLIANCEBERNSTEIN L.P. $1,177,523,254 1.01% 12,529,509 View
Mega MORGAN STANLEY $1,167,133,294 1.00% 12,418,954 View
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,116,075,743 0.96% 11,875,673 View
Mega GOLDMAN SACHS GROUP INC $1,068,995,336 0.92% 11,374,711 View
Large FLOSSBACH VON STORCH SE $1,002,746,958 0.86% 10,669,791 View
Mega Legal & General Group Plc $946,581,971 0.81% 10,072,164 View
Large Baird Financial Group, Inc. $793,695,025 0.68% 8,445,361 View
Large BAMCO INC /NY/ $701,496,417 0.60% 7,464,316 View
Mega Nuveen, LLC $564,696,591 0.48% 6,008,689 View
Mega UBS Group AG $543,110,418 0.47% 5,779,000 View
Mega DIMENSIONAL FUND ADVISORS LP $539,720,934 0.46% 5,742,934 View
Mega ENVESTNET ASSET MANAGEMENT INC $528,447,942 0.45% 5,622,983 View
Large Boston Partners $515,631,982 0.44% 5,486,614 View
Mega TWO SIGMA INVESTMENTS, LP $503,760,900 0.43% 5,360,299 View
Mid Allen Investment Management, LLC $500,767,731 0.43% 5,328,450 View
Mega DEUTSCHE BANK AG\ $499,353,888 0.43% 5,313,406 View
Mega ROYAL BANK OF CANADA $457,048,133 0.39% 4,863,249 View
Mid Ruane, Cunniff & Goldfarb L.P. $443,095,024 0.38% 4,714,780 View
Mega National Pension Service $421,416,657 0.36% 4,484,110 View
Mega BARCLAYS PLC $390,095,189 0.33% 4,150,832 View
Mega Clearbridge Investments, LLC $371,899,723 0.32% 3,957,222 View
Large FARALLON CAPITAL MANAGEMENT LLC $371,752,644 0.32% 3,955,657 View
Mid YACKTMAN ASSET MANAGEMENT LP $366,978,366 0.31% 3,904,856 View
Mega Mitsubishi UFJ Asset Management Co., Ltd. $357,682,617 0.31% 3,805,944 View
Mid PROVIDENT TRUST CO $347,991,493 0.30% 3,702,825 View
Mega NORDEA INVESTMENT MANAGEMENT AB $345,102,453 0.30% 3,672,084 View
Mega Vanguard Global Advisers, LLC $344,050,818 0.30% 3,660,894 View
Mega CANADA PENSION PLAN INVESTMENT BOARD $340,154,877 0.29% 3,619,439 View
Mega WELLS FARGO & COMPANY/MN $336,062,798 0.29% 3,575,897 View
Mega Sumitomo Mitsui Trust Group, Inc. $333,856,901 0.29% 3,552,425 View
Small RPTC Inc. $331,044,643 0.28% 3,522,501 View
Mega Capital International Investors $326,872,495 0.28% 3,478,107 View
Mid FIDUCIARY MANAGEMENT INC /WI/ $325,689,663 0.28% 3,465,521 View
Mega HSBC HOLDINGS PLC $321,791,651 0.28% 3,424,044 View
Mega FIRST TRUST ADVISORS LP $317,387,846 0.27% 3,377,185 View
Mega BNP PARIBAS ARBITRAGE, SA $314,790,145 0.27% 3,349,544 View
Large LORD, ABBETT & CO. LLC $310,999,649 0.27% 3,309,211 View
Large Newlands Management Operations LLC $300,375,680 0.26% 3,196,166 View
Mega California Public Employees Retirement System $284,422,669 0.24% 3,026,417 View
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $277,436,290 0.24% 2,952,078 View
Mid TIMUCUAN ASSET MANAGEMENT INC/FL $277,145,798 0.24% 2,948,987 View
Large VOYA INVESTMENT MANAGEMENT LLC $273,928,768 0.23% 2,914,756 View
Mega VANGUARD ASSET MANAGEMENT, Ltd $273,662,617 0.23% 2,911,924 View
Mega RHUMBLINE ADVISERS $271,670,053 0.23% 2,890,722 View
Mega PRINCIPAL FINANCIAL GROUP INC $268,004,644 0.23% 2,851,720 View
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $261,876,397 0.22% 2,786,512 View
Mega BANK OF MONTREAL /CAN/ $259,975,085 0.22% 2,766,281 View
Large GENERATION INVESTMENT MANAGEMENT LLP $257,853,207 0.22% 2,743,703 View
Mega NEUBERGER BERMAN GROUP LLC $257,274,572 0.22% 2,737,546 View
Mega RAYMOND JAMES FINANCIAL INC $256,770,556 0.22% 2,732,183 View
Mega D. E. Shaw & Co., Inc. $245,834,105 0.21% 2,615,813 View
Mega AMERICAN CENTURY COMPANIES INC $242,662,562 0.21% 2,582,066 View
Large NATIXIS ADVISORS, LLC $242,331,470 0.21% 2,578,543 View
Mega CITADEL ADVISORS LLC $239,437,356 0.21% 2,547,748 View
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $238,841,899 0.20% 2,541,412 View
Large PRUDENTIAL FINANCIAL INC $237,941,759 0.20% 2,531,834 View
Large Ensign Peak Advisors, Inc $226,156,103 0.19% 2,406,428 View
Large Thrivent Financial for Lutherans $223,802,185 0.19% 2,381,381 View
Large D1 Capital Partners L.P. $221,547,512 0.19% 2,357,390 View
Large US BANCORP \DE\ $215,150,950 0.18% 2,289,327 View
Large Allianz Asset Management GmbH $202,291,949 0.17% 2,152,500 View
Large Mariner, LLC $199,362,686 0.17% 2,121,331 View
Mega JANUS HENDERSON GROUP PLC $194,980,680 0.17% 2,074,704 View
Large Connor, Clark & Lunn Investment Management Ltd. $193,863,917 0.17% 2,062,821 View
Large Assenagon Asset Management S.A. $192,960,487 0.17% 2,053,208 View
Mid BECK MACK & OLIVER LLC $192,038,262 0.16% 2,043,395 View
Mega AQR CAPITAL MANAGEMENT LLC $188,405,835 0.16% 2,004,744 View
Large Russell Investments Group, Ltd. $183,026,319 0.16% 1,947,503 View
Mega CITIGROUP INC $180,825,600 0.16% 1,924,086 View
Large SEI INVESTMENTS CO $180,817,989 0.16% 1,924,005 View
Large Bank Julius Baer & Co. Ltd, Zurich $179,949,802 0.15% 1,914,767 View
Mega LPL Financial LLC $168,573,899 0.14% 1,793,721 View
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE $168,314,890 0.14% 1,790,965 View
Large NEW YORK STATE COMMON RETIREMENT FUND $167,095,970 0.14% 1,777,995 View
Mid Mondrian Investment Partners LTD $161,399,184 0.14% 1,717,378 View
Mega VAN ECK ASSOCIATES CORP $159,046,865 0.14% 1,692,348 View
Mid Route One Investment Company, L.P. $158,097,197 0.14% 1,682,243 View
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $156,602,539 0.13% 1,666,339 View
Mega CITADEL ADVISORS LLC $143,958,564 0.12% 1,531,800 View
Large SG Americas Securities, LLC $141,759,150 0.12% 1,508,397 View
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $139,963,756 0.12% 1,489,293 View
Large AVIVA PLC $138,966,534 0.12% 1,478,682 View
Mega JANE STREET GROUP, LLC $137,703,536 0.12% 1,465,243 View
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