| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.2% | $11,779,466,822 | 148,393,384 | The Vanguard Group | 31 Mar 2025 | |||
| TORONTO DOMINION BANK | 0.1% | $105,523,803 | 1,329,350 | The Toronto-Dominion Bank | 10 Feb 2025 |
As of 31 Dec 2025, 2,241 institutional investors reported holding 1,448,083,064 shares of SCHWAB CHARLES CORP - Common Stock (SCHW). This represents 80% of the company’s total 1,814,100,049 outstanding shares.
The largest institutional shareholders of SCHWAB CHARLES CORP - Common Stock (SCHW) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.3% | 150,528,952 | -0.7% | 0.22% | $15,039,347,595 |
| BlackRock, Inc. | 7.4% | 134,167,833 | +1.4% | 0.23% | $13,404,708,181 |
| Dodge & Cox | 4.2% | 76,513,926 | -7.9% | 4.1% | $7,644,506,390 |
| STATE STREET CORP | 4% | 72,626,508 | -0.72% | 0.24% | $7,256,114,414 |
| JPMORGAN CHASE & CO | 3.7% | 67,190,915 | +11% | 0.45% | $6,713,044,696 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.7% | 49,096,235 | -15% | 0.53% | $4,905,206,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 37,667,640 | +0.26% | 0.23% | $3,747,646,242 |
| FMR LLC | 1.9% | 33,834,232 | +7.3% | 0.17% | $3,380,378,130 |
| FRANKLIN RESOURCES INC | 1.7% | 30,184,369 | +0.26% | 0.74% | $3,015,720,328 |
| PRIMECAP MANAGEMENT CO/CA/ | 1.3% | 23,276,071 | +9.7% | 1.8% | $2,325,512,255 |
| MORGAN STANLEY | 1.3% | 23,233,235 | -6% | 0.14% | $2,321,232,826 |
| HARRIS ASSOCIATES L P | 1.2% | 22,031,493 | +3.7% | 2.8% | $2,201,166,473 |
| Fisher Asset Management, LLC | 1.2% | 21,818,514 | +0.79% | 0.74% | $2,179,887,845 |
| NORGES BANK | 1.1% | 19,959,856 | 0.21% | $1,994,189,213 | |
| Artisan Partners Limited Partnership | 0.95% | 17,206,336 | -2.9% | 2.6% | $1,719,085,030 |
| NORTHERN TRUST CORP | 0.91% | 16,596,600 | -2.4% | 0.21% | $1,658,166,305 |
| Invesco Ltd. | 0.91% | 16,425,579 | +3% | 0.25% | $1,641,079,562 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.85% | 15,366,868 | -10% | 0.5% | $1,535,303,781 |
| BANK OF AMERICA CORP /DE/ | 0.83% | 15,092,839 | -0.11% | 0.11% | $1,507,925,578 |
| VIKING GLOBAL INVESTORS LP | 0.76% | 13,872,905 | -16% | 3.7% | $1,386,041,939 |
| ALLIANCEBERNSTEIN L.P. | 0.73% | 13,185,839 | -8.5% | 0.42% | $1,317,397,175 |
| Bank of New York Mellon Corp | 0.72% | 13,152,198 | +11% | 0.23% | $1,314,036,138 |
| BROWN ADVISORY INC | 0.67% | 12,195,433 | -2.4% | 1.7% | $1,218,447,859 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.62% | 11,240,065 | -3% | 0.24% | $1,122,994,893 |
| FLOSSBACH VON STORCH SE | 0.58% | 10,465,592 | -1.6% | 4.1% | $1,045,617,297 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,448,083,064 | $144,641,831,178 | -$819,314,134 | $99.91 | 2,241 |
| 2025 Q3 | 1,455,262,124 | $138,876,702,519 | -$4,654,541,047 | $95.47 | 2,146 |
| 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 |
| 2020 Q1 | 1,104,754,148 | $37,145,313,491 | +$1,533,332,507 | $33.62 | 1,052 |
| 2019 Q4 | 1,052,506,667 | $50,028,977,007 | +$1,656,257,453 | $47.56 | 1,155 |
| 2019 Q3 | 1,021,139,456 | $42,685,031,525 | -$894,268,048 | $41.83 | 1,050 |
| 2019 Q2 | 1,043,870,144 | $41,930,145,056 | -$567,672,694 | $40.19 | 1,085 |
| 2019 Q1 | 1,066,148,382 | $45,575,024,850 | -$45,256,742 | $42.76 | 1,084 |
| 2018 Q4 | 1,068,040,690 | $44,343,046,604 | -$867,409,778 | $41.53 | 1,039 |
| 2018 Q3 | 1,085,817,894 | $53,366,247,412 | -$542,729,504 | $49.15 | 1,063 |
| 2018 Q2 | 1,096,144,113 | $56,014,220,135 | +$180,447,820 | $51.10 | 1,049 |
| 2018 Q1 | 1,091,530,642 | $56,998,670,821 | -$127,128,239 | $52.22 | 1,027 |
| 2017 Q4 | 1,086,990,234 | $55,811,644,012 | +$534,941,111 | $51.37 | 1,006 |
| 2017 Q3 | 1,075,459,175 | $47,035,007,094 | +$265,986,074 | $43.74 | 914 |
| 2017 Q2 | 1,072,403,667 | $46,062,236,881 | +$782,286,317 | $42.96 | 894 |
| 2017 Q1 | 1,060,283,981 | $43,252,328,292 | +$3,650,002,367 | $40.81 | 896 |
| 2016 Q4 | 1,043,382,784 | $41,180,155,147 | +$598,930,283 | $39.47 | 853 |
| 2016 Q3 | 1,031,976,900 | $32,572,999,338 | +$571,676,160 | $31.57 | 776 |
| 2016 Q2 | 1,015,478,251 | $25,703,809,818 | -$314,906,643 | $25.31 | 749 |
| 2016 Q1 | 1,027,804,786 | $28,800,010,436 | -$453,019,898 | $28.02 | 730 |
| 2015 Q4 | 1,039,314,726 | $34,215,620,015 | +$347,008,151 | $32.93 | 727 |
| 2015 Q3 | 1,034,090,294 | $29,520,558,475 | -$41,984,107 | $28.56 | 698 |
| 2015 Q2 | 1,037,786,722 | $33,887,311,567 | +$835,759,619 | $32.65 | 690 |
| 2015 Q1 | 1,012,351,335 | $30,805,149,818 | +$332,942,526 | $30.44 | 645 |
| 2014 Q4 | 1,002,447,905 | $30,250,950,481 | +$418,901,176 | $30.19 | 637 |
| 2014 Q3 | 996,191,932 | $29,277,693,390 | +$64,219,435 | $29.39 | 620 |
| 2014 Q2 | 994,628,059 | $26,785,169,507 | +$330,211,521 | $26.93 | 619 |
| 2014 Q1 | 982,569,126 | $26,842,637,394 | +$150,685,753 | $27.33 | 612 |