Latest Period
Q2 2026
Security Snapshot
SCHWAB CHARLES CORP - Common Stock (SCHW) Institutional Ownership
CUSIP: 808513105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
2,303
Shares (Excl. Options)
1,437,544,793
Price
$92.27
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- Security type / class
- Equity / Common Stock
- Symbol
- SCHW on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,437,544,793
- Total 13F value
- $132,657,592,403
- Portfolio coverage rank
- 0.09%
- Share change
- +29,472,100
- Value change
- +$2,729,966,213
- Number of holders
- 2,303
- Shares outstanding
- 1,740,333,802
- SEC-reported price per share
- $100.80
- Insider filing price
- $100.80
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCHW - SCHWAB CHARLES CORP - Common Stock is tracked under CUSIP 808513105.
- 2303 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 2,329 to 2,303 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $132,388,532,713 to $132,657,592,403.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 2303 institutions filings for Q2 2026.
Security key
808513105
Latest holder period
Q2 2026
13F holders
2,303
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
SCHW full holder history
SCHWAB CHARLES CORP SEC filings
SCHWAB CHARLES CORP company facts
SCHWAB CHARLES CORP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808513105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
SCHW
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 7.2% | $11,743,361,779 | 124,955,967 | Vanguard Capital Management | 31 Mar 2026 | |||
| TORONTO DOMINION BANK | 0.1% | $105,523,803 | 1,329,350 | The Toronto-Dominion Bank | 10 Feb 2025 |
As of 30 Jun 2026, 2,303 institutional investors reported holding 1,437,544,793 shares of SCHWAB CHARLES CORP - Common Stock (SCHW). This represents 83% of the company’s total 1,740,333,802 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
51%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.7% | 134,414,949 | +0.95% | 0.18% | $12,402,467,320 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.2% | 107,329,957 | -0.95% | 0.21% | $9,903,335,132 |
| Dodge & Cox | 4.4% | 76,968,323 | +2.6% | 3.7% | $7,101,867,203 |
| STATE STREET CORP | 4.2% | 73,174,188 | +0.56% | 0.2% | $6,751,782,327 |
| JPMORGAN CHASE & CO | 2.8% | 49,165,186 | -33% | 0.26% | $4,451,907,785 |
| FMR LLC | 2.5% | 44,265,455 | +24% | 0.18% | $4,084,373,496 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.5% | 43,292,139 | -11% | 0.4% | $3,994,566,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 37,293,274 | -3.6% | 0.18% | $3,427,259,040 |
| FRANKLIN RESOURCES INC | 2.1% | 36,476,735 | +15% | 0.73% | $3,365,708,313 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5% | 26,889,062 | +1.2% | 0.11% | $2,481,053,751 |
| PRIMECAP MANAGEMENT CO/CA/ | 1.4% | 25,120,895 | +7.2% | 1.4% | $2,317,904,983 |
| HARRIS ASSOCIATES L P | 1.4% | 24,201,471 | +11% | 3% | $2,233,069,698 |
| MORGAN STANLEY | 1.3% | 22,793,553 | +3.4% | 0.11% | $2,103,161,421 |
| NORGES BANK | 1.3% | 22,658,390 | 0.21% | $2,090,689,645 | |
| Fisher Asset Management, LLC | 1.3% | 21,952,062 | -1.2% | 0.6% | $2,025,516,897 |
| Artisan Partners Limited Partnership | 1.1% | 18,930,716 | +8.5% | 2.8% | $1,746,737,165 |
| BANK OF AMERICA CORP /DE/ | 0.92% | 15,993,144 | +2.4% | 0.1% | $1,475,687,418 |
| NORTHERN TRUST CORP | 0.92% | 15,952,492 | -2.5% | 0.17% | $1,471,936,438 |
| Invesco Ltd. | 0.75% | 13,090,710 | -23% | 0.1% | $1,207,879,789 |
| GOLDMAN SACHS GROUP INC | 0.73% | 12,649,537 | +11% | 0.12% | $1,167,172,806 |
| AMERIPRISE FINANCIAL INC | 0.72% | 12,530,896 | +43% | 0.23% | $1,156,185,184 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.68% | 11,843,766 | -0.27% | 0.2% | $1,092,824,288 |
| BAMCO INC /NY/ | 0.67% | 11,655,694 | +56% | 1.6% | $1,075,470,885 |
| ALLIANCEBERNSTEIN L.P. | 0.65% | 11,226,699 | -10% | 0.39% | $1,055,085,172 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.63% | 10,994,651 | -4.5% | 0.37% | $1,087,820,639 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,437,544,793 | $132,657,592,403 | +$2,729,966,213 | $92.27 | 2,303 |
| 2026 Q1 | 1,407,987,843 | $132,388,532,713 | -$4,773,283,307 | $93.98 | 2,329 |
| 2025 Q4 | 1,454,098,443 | $145,253,366,679 | -$737,729,989 | $99.91 | 2,307 |
| 2025 Q3 | 1,455,241,816 | $138,874,766,566 | -$4,687,628,343 | $95.47 | 2,149 |
| 2025 Q2 | 1,502,072,663 | $137,020,751,860 | +$1,278,494,561 | $91.24 | 2,115 |
| 2025 Q1 | 1,493,608,444 | $116,857,120,157 | +$221,944,075 | $78.28 | 2,002 |
| 2024 Q4 | 1,503,760,549 | $111,309,496,292 | +$1,337,504,896 | $74.01 | 1,965 |
| 2024 Q3 | 1,480,218,410 | $96,055,073,835 | -$1,410,270,906 | $64.81 | 1,834 |
| 2024 Q2 | 1,495,725,039 | $110,187,996,055 | +$392,603,954 | $73.69 | 1,878 |
| 2024 Q1 | 1,490,465,238 | $107,809,039,466 | +$676,796,587 | $72.34 | 1,859 |
| 2023 Q4 | 1,493,961,400 | $102,748,742,209 | +$1,942,885,999 | $68.80 | 1,855 |
| 2023 Q3 | 1,464,838,949 | $80,400,734,855 | +$110,745,051 | $54.90 | 1,722 |
| 2023 Q2 | 1,461,883,891 | $82,837,104,537 | -$429,057,277 | $56.68 | 1,760 |
| 2023 Q1 | 1,468,986,494 | $76,918,884,962 | -$5,730,648,859 | $52.38 | 1,650 |
| 2022 Q4 | 1,557,287,557 | $129,650,081,233 | +$17,421,244,067 | $83.26 | 1,605 |
| 2022 Q3 | 1,355,424,978 | $97,476,539,610 | +$1,707,507,607 | $71.87 | 1,501 |
| 2022 Q2 | 1,332,013,831 | $84,127,026,361 | -$64,210,169 | $63.18 | 1,467 |
| 2022 Q1 | 1,334,081,895 | $112,509,925,831 | +$504,095,049 | $84.31 | 1,537 |
| 2021 Q4 | 1,327,975,754 | $111,718,272,577 | +$1,614,405,263 | $84.10 | 1,482 |
| 2021 Q3 | 1,307,605,509 | $95,216,315,408 | -$348,413,933 | $72.84 | 1,333 |
| 2021 Q2 | 1,310,481,787 | $95,339,008,386 | +$523,457,672 | $72.81 | 1,328 |
| 2021 Q1 | 1,302,443,308 | $84,834,787,564 | -$140,731,786 | $65.18 | 1,296 |
| 2020 Q4 | 1,308,373,072 | $69,340,838,226 | +$9,886,344,903 | $53.04 | 1,187 |
| 2020 Q3 | 1,121,420,138 | $40,581,691,558 | +$400,109,063 | $36.23 | 1,033 |
| 2020 Q2 | 1,110,376,084 | $37,440,683,462 | +$182,086,483 | $33.74 | 1,066 |