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SCHW

Schwab Charles Corp
$103.12 +1.21 (+1.19%) At close · Jul 10
Market Cap
$179.34B
Shares
1,739,135,507

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 2,322
Total Value: $132,018,436,120
Total Shares: 1,404,898,065
Showing 1–100 of 2,398 holdings by value · page 1 of 24

Institutional Ownership Trend

26 quarters

Superinvestors Holding SCHW

All superinvestors →
Bill Nygren $2,049,936,493 Andreas Halvorsen $1,378,212,376 Ruane Cunniff $443,095,024 Stephen Yacktman $366,978,366 Daniel Sundheim $221,547,512 Francois Rochon $144,372,639 Thomas Gayner $130,049,524 Joel Greenblatt $4,181,452 Mario Gabelli $2,886,971 Ray Dalio $2,123,384

Holder Concentration

Across 2,325 13F filers
Top Holder
9.5%
Jun 2023 → Mar 2026 · range 9.5% – 15.0%
of institutional value
Top 5
33.0%
Jun 2023 → Mar 2026 · range 33.0% – 40.3%
of institutional value
Top 10
45.7%
Jun 2023 → Mar 2026 · range 44.6% – 52.4%
of institutional value
HHI
294
Jun 2023 → Mar 2026 · range 294 – 440
Broadly held
Showing 100 of 2,398
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $12,514,053,122 9.48% 133,156,556
Mega VANGUARD CAPITAL MANAGEMENT LLC $10,183,108,450 7.71% 108,353,995
Mega Dodge & Cox $7,048,770,756 5.34% 75,002,881
Mega JPMORGAN CHASE & CO $6,940,248,373 5.26% 73,848,142
Mega STATE STREET CORP $6,838,330,834 5.18% 72,763,682
Mega PRICE T ROWE ASSOCIATES INC /MD/ $4,570,926,780 3.46% 48,637,229
Mega GEODE CAPITAL MANAGEMENT, LLC $3,636,299,157 2.75% 38,692,266
Mega FMR LLC $3,353,974,119 2.54% 35,688,169
Mega FRANKLIN RESOURCES INC $2,990,971,948 2.27% 31,825,622
Mega PRIMECAP MANAGEMENT CO/CA/ $2,203,071,171 1.67% 23,441,915
Mega Fisher Asset Management, LLC $2,088,056,192 1.58% 22,218,091
Mega MORGAN STANLEY $2,070,749,858 1.57% 22,033,942
Large HARRIS ASSOCIATES L P $2,049,936,493 1.55% 21,812,476
Large Artisan Partners Limited Partnership $1,640,049,491 1.24% 17,451,048
Mega Invesco Ltd. $1,593,616,969 1.21% 16,956,980
Mega NORTHERN TRUST CORP Bank $1,537,585,724 1.16% 16,360,776
Mega Bank of New York Mellon Corp Bank $1,518,912,454 1.15% 16,162,082
Mega BANK OF AMERICA CORP /DE/ Bank $1,468,252,356 1.11% 15,623,030
Large VIKING GLOBAL INVESTORS LP $1,378,212,376 1.04% 14,664,954
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,364,766,937 1.03% 14,521,887
Mega ALLIANCEBERNSTEIN L.P. $1,177,523,254 0.89% 12,529,509
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,116,075,743 0.85% 11,875,673
Mega GOLDMAN SACHS GROUP INC $1,068,995,336 0.81% 11,374,711
Large FLOSSBACH VON STORCH SE $1,002,746,958 0.76% 10,669,791
Mega Legal & General Group Plc $946,581,971 0.72% 10,072,164
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $901,294,702 0.68% 9,590,282
Mega VANGUARD FIDUCIARY TRUST CO Bank $885,215,288 0.67% 9,419,188
Large BROWN ADVISORY INC $859,171,267 0.65% 9,142,065
Mega AMERIPRISE FINANCIAL INC $824,558,242 0.62% 8,773,763
Large Baird Financial Group, Inc. $793,695,025 0.60% 8,445,361
Large BAMCO INC /NY/ $701,496,417 0.53% 7,464,316
Mega Nuveen, LLC $564,696,591 0.43% 6,008,689
Mega UBS Group AG $543,110,418 0.41% 5,779,000
Mega DIMENSIONAL FUND ADVISORS LP $539,720,934 0.41% 5,742,934
Mega ENVESTNET ASSET MANAGEMENT INC $528,447,942 0.40% 5,622,983
Mega Amundi $524,938,443 0.40% 5,585,640
Large Boston Partners $515,631,982 0.39% 5,486,614
Mega TWO SIGMA INVESTMENTS, LP $503,760,900 0.38% 5,360,299
Mid Allen Investment Management, LLC $500,767,731 0.38% 5,328,450
Mega DEUTSCHE BANK AG\ Bank $499,353,888 0.38% 5,313,406
Mega ROYAL BANK OF CANADA Bank $457,048,133 0.35% 4,863,249
Mid Ruane, Cunniff & Goldfarb L.P. $443,095,024 0.34% 4,714,780
Mega National Pension Service Pension $421,416,657 0.32% 4,484,110
Mega BARCLAYS PLC $390,095,189 0.30% 4,150,832
Mega Clearbridge Investments, LLC $371,899,723 0.28% 3,957,222
Large FARALLON CAPITAL MANAGEMENT LLC $371,752,644 0.28% 3,955,657
Mid YACKTMAN ASSET MANAGEMENT LP $366,978,366 0.28% 3,904,856
Mega Mitsubishi UFJ Asset Management Co., Ltd. $357,682,617 0.27% 3,805,944
Mid PROVIDENT TRUST CO Bank $347,991,493 0.26% 3,702,825
Mega NORDEA INVESTMENT MANAGEMENT AB $345,102,453 0.26% 3,672,084
Mega Vanguard Global Advisers, LLC $344,050,818 0.26% 3,660,894
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $340,154,877 0.26% 3,619,439
Mega WELLS FARGO & COMPANY/MN $336,062,798 0.25% 3,575,897
Large LONDON CO OF VIRGINIA $335,440,934 0.25% 3,569,280
Mega Sumitomo Mitsui Trust Group, Inc. $333,856,901 0.25% 3,552,425
Small RPTC Inc. $331,044,643 0.25% 3,522,501
Mega Capital International Investors $326,872,495 0.25% 3,478,107
Mid FIDUCIARY MANAGEMENT INC /WI/ $325,689,663 0.25% 3,465,521
Mega HSBC HOLDINGS PLC $321,791,651 0.24% 3,424,044
Mega FIRST TRUST ADVISORS LP $317,387,846 0.24% 3,377,185
Mega BNP PARIBAS ARBITRAGE, SA $314,790,145 0.24% 3,349,544
Large LORD, ABBETT & CO. LLC $310,999,649 0.24% 3,309,211
Large Newlands Management Operations LLC $300,375,680 0.23% 3,196,166
Mega California Public Employees Retirement System Pension $284,422,669 0.22% 3,026,417
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $277,436,290 0.21% 2,952,078
Mid TIMUCUAN ASSET MANAGEMENT INC/FL $277,145,798 0.21% 2,948,987
Large VOYA INVESTMENT MANAGEMENT LLC $273,928,768 0.21% 2,914,756
Mega VANGUARD ASSET MANAGEMENT, Ltd $273,662,617 0.21% 2,911,924
Mega RHUMBLINE ADVISERS $271,670,053 0.21% 2,890,722
Large LAZARD ASSET MANAGEMENT LLC $269,141,332 0.20% 2,863,815
Mega PRINCIPAL FINANCIAL GROUP INC $268,004,644 0.20% 2,851,720
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $261,876,397 0.20% 2,786,512
Mega BANK OF MONTREAL /CAN/ Bank $259,975,085 0.20% 2,766,281
Large GENERATION INVESTMENT MANAGEMENT LLP $257,853,207 0.20% 2,743,703
Mega NEUBERGER BERMAN GROUP LLC $257,274,572 0.19% 2,737,546
Mega RAYMOND JAMES FINANCIAL INC $256,770,556 0.19% 2,732,183
Mega D. E. Shaw & Co., Inc. $245,834,105 0.19% 2,615,813
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $244,245,373 0.19% 2,598,908
Mega AMERICAN CENTURY COMPANIES INC $242,662,562 0.18% 2,582,066
Large NATIXIS ADVISORS, LLC $242,331,470 0.18% 2,578,543
Mega CITADEL ADVISORS LLC $239,437,356 0.18% 2,547,748
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $238,841,899 0.18% 2,541,412
Large PRUDENTIAL FINANCIAL INC $237,941,759 0.18% 2,531,834
Large Ensign Peak Advisors, Inc $226,156,103 0.17% 2,406,428
Large Thrivent Financial for Lutherans $223,802,185 0.17% 2,381,381
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $221,961,964 0.17% 2,361,800
Large D1 Capital Partners L.P. $221,547,512 0.17% 2,357,390
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $218,277,948 0.17% 2,322,600
Large US BANCORP \DE\ Bank $215,150,950 0.16% 2,289,327
Large Focus Partners Wealth $211,846,144 0.16% 2,254,162
Mid Darsana Capital Partners LP $211,455,000 0.16% 2,250,000
Large Allianz Asset Management GmbH $202,291,949 0.15% 2,152,500
Large Mariner, LLC $199,362,686 0.15% 2,121,331
Mega JANUS HENDERSON GROUP PLC $194,980,680 0.15% 2,074,704
Large Connor, Clark & Lunn Investment Management Ltd. $193,863,917 0.15% 2,062,821
Large Russell Investments Group, Ltd. $192,410,879 0.15% 2,047,360
Mid BECK MACK & OLIVER LLC $192,038,262 0.15% 2,043,395
Large Qube Research & Technologies Ltd $192,020,499 0.15% 2,043,206
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $191,851,523 0.15% 2,041,408
Large CIBC Bancorp USA Inc. Bank $191,616,291 0.15% 2,038,905
Key facts CIK 316709 CUSIP 808513105 13F (30d) 243 filings 210 filers Visit website

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