SCHWAB CHARLES CORP - Common Stock (SCHW)

Historical Holders from Q1 2014 to Q4 2025

Type / Class: Equity / Common Stock
Symbol: SCHW on NYSE
Shares outstanding: 1,814,100,049
Price per share: $99.91
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 1,453,055,613
Total reported value: $138,662,628,229
% of total 13F portfolios: 0.11%
Share change: -49,840,828
Value change: -$4,666,473,465
Avg buy value change: +0.01%
Avg sell value change: -0.02%
Number of holders: 2,132
Price from insider filings: $102.01

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of SCHWAB CHARLES CORP - Common Stock (SCHW) based on Schedule 13D/G filings

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 30 Sep 2025, SCHWAB CHARLES CORP - Common Stock (SCHW) has 2,132 institutional shareholders filing 13F forms. They hold 1,453,055,613 shares. of 1,814,100,049 outstanding shares (80%) .

Top 25 institutional shareholders own 51% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
VANGUARD GROUP INC	8.4%	151,585,214	+0.27%	0.22%	$14,471,840,381
BlackRock, Inc.	7.3%	132,280,754	+3.2%	0.22%	$12,628,843,574
Dodge & Cox	4.6%	83,043,253	-1.6%	4.3%	$7,928,139,405
STATE STREET CORP	4%	73,156,290	+0.95%	0.24%	$6,984,231,006
JPMORGAN CHASE & CO	3.3%	60,587,654	-14%	0.37%	$5,784,308,075
PRICE T ROWE ASSOCIATES INC /MD/	3.2%	57,444,595	-23%	0.59%	$5,484,236,000
GEODE CAPITAL MANAGEMENT, LLC	2.1%	37,569,398	+0.5%	0.23%	$3,569,319,867
FMR LLC	1.7%	31,525,696	-8.8%	0.16%	$3,009,758,248
FRANKLIN RESOURCES INC	1.7%	30,106,349	+0.23%	0.72%	$2,874,253,138
MORGAN STANLEY	1.4%	24,726,202	+2.6%	0.14%	$2,360,610,935
Fisher Asset Management, LLC	1.2%	21,646,588	+1.3%	0.75%	$2,066,599,866
HARRIS ASSOCIATES L P	1.2%	21,235,618	-7.5%	3.3%	$2,027,364,421
PRIMECAP MANAGEMENT CO/CA/	1.2%	21,209,187	+11%	1.6%	$2,024,841,083
Artisan Partners Limited Partnership	0.98%	17,725,669	-2.5%	2.4%	$1,692,269,619
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.94%	17,084,112	-7.2%	0.51%	$1,631,020,173
NORTHERN TRUST CORP	0.94%	17,001,627	-0.62%	0.21%	$1,623,145,329
VIKING GLOBAL INVESTORS LP	0.91%	16,583,101	+5.1%	4.1%	$1,583,188,652
Invesco Ltd.	0.88%	15,941,021	+5%	0.24%	$1,521,889,248
BANK OF AMERICA CORP /DE/	0.83%	15,108,771	-1.9%	0.11%	$1,442,434,343
ALLIANCEBERNSTEIN L.P.	0.79%	14,406,616	-6.3%	0.43%	$1,375,399,630
BROWN ADVISORY INC	0.69%	12,492,261	+2.7%	1.6%	$1,192,638,423
Bank of New York Mellon Corp	0.65%	11,880,727	-16%	0.2%	$1,134,252,969
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	0.64%	11,592,153	-19%	0.24%	$1,106,702,846
GENERATION INVESTMENT MANAGEMENT LLP	0.59%	10,726,323	-23%	6.8%	$1,024,042,057
FLOSSBACH VON STORCH SE	0.59%	10,631,352	+0.48%	4%	$1,014,975,175

Institutional Holders of SCHWAB CHARLES CORP - Common Stock (SCHW) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (% of par)	Investors
2025 Q4	8,984,147	$902,936,928	+$21,322,407			9,991%	102
2025 Q3	1,453,055,613	$138,662,628,229	-$4,666,473,465	$1,695,389,098	$1,414,137,884	9,547%	2,132
2025 Q2	1,502,072,663	$137,020,751,860	+$1,278,494,561	$1,513,529,686	$1,705,772,196	9,124%	2,115
2025 Q1	1,493,608,444	$116,857,120,157	+$221,944,075	$1,457,969,698	$1,324,749,858	7,828%	2,002
2024 Q4	1,503,760,549	$111,309,496,292	+$1,337,504,896	$1,971,812,612	$1,208,939,009	7,401%	1,965
2024 Q3	1,480,218,410	$96,055,073,835	-$1,410,270,906	$1,441,742,583	$1,093,360,074	6,481%	1,834
2024 Q2	1,495,725,039	$110,187,996,055	+$392,603,954	$1,695,521,901	$1,281,073,088	7,369%	1,878
2024 Q1	1,490,465,238	$107,809,039,466	+$676,796,587	$1,987,697,938	$1,304,845,265	7,234%	1,859
2023 Q4	1,493,961,400	$102,748,742,209	+$1,942,885,999	$1,672,639,859	$1,818,036,857	6,880%	1,855
2023 Q3	1,464,838,949	$80,400,734,855	+$110,745,051	$1,318,587,427	$1,180,654,344	5,490%	1,722
2023 Q2	1,461,883,891	$82,837,104,537	-$429,057,277	$1,403,145,094	$1,082,084,044	5,668%	1,760
2023 Q1	1,468,986,494	$76,918,884,962	-$5,730,648,859	$1,485,610,565	$1,277,527,307	5,238%	1,650
2022 Q4	1,557,287,557	$129,650,081,233	+$17,421,244,067	$962,749,010	$985,875,528	8,326%	1,605
2022 Q3	1,355,424,978	$97,476,539,610	+$1,707,507,607	$604,997,273	$662,990,215	7,187%	1,501
2022 Q2	1,332,013,831	$84,127,026,361	-$64,210,169	$444,063,112	$489,140,080	6,318%	1,467
2022 Q1	1,334,081,895	$112,509,925,831	+$504,095,049	$646,548,075	$519,118,323	8,431%	1,537
2021 Q4	1,327,975,754	$111,718,272,577	+$1,614,405,263	$863,842,560	$839,900,690	8,410%	1,482
2021 Q3	1,307,605,509	$95,216,315,408	-$348,413,933	$635,378,720	$488,511,124	7,284%	1,333
2021 Q2	1,310,481,787	$95,339,008,386	+$523,457,672	$589,520,636	$497,991,681	7,280.99%	1,328
2021 Q1	1,302,443,308	$84,834,787,564	-$140,731,786	$498,627,812	$422,339,076	6,518%	1,296
2020 Q4	1,308,373,072	$69,340,838,226	+$9,886,344,903	$497,769,176	$493,109,771	5,304%	1,187
2020 Q3	1,121,420,138	$40,581,691,558	+$400,109,063	$278,561,000	$193,712,683	3,623%	1,033
2020 Q2	1,110,376,084	$37,440,683,462	+$182,086,483	$235,613,000	$153,512,000	3,374%	1,066
2020 Q1	1,104,754,148	$37,145,313,491	+$1,533,332,507	$149,972,000	$144,965,000	3,362%	1,052
2019 Q4	1,052,506,667	$50,028,977,007	+$1,656,257,453	$261,154,000	$239,871,000	4,756%	1,155
2019 Q3	1,021,139,456	$42,685,031,525	-$894,268,048	$224,048,000	$342,775,000	4,183%	1,050
2019 Q2	1,043,870,144	$41,930,145,056	-$567,672,694	$183,464,000	$135,144,000	4,019%	1,085
2019 Q1	1,066,148,382	$45,575,024,850	-$45,256,742	$137,180,000	$127,624,000	4,276%	1,084
2018 Q4	1,068,040,690	$44,343,046,604	-$867,409,778	$148,840,000	$225,772,000	4,153%	1,039
2018 Q3	1,085,817,894	$53,366,247,412	-$542,729,504	$225,858,000	$273,421,000	4,915%	1,063
2018 Q2	1,096,144,113	$56,014,220,135	+$180,447,820	$207,917,000	$307,483,000	5,110%	1,049
2018 Q1	1,091,530,642	$56,998,670,821	-$127,128,239	$154,193,108	$226,370,554	5,221.99%	1,027
2017 Q4	1,086,990,234	$55,811,644,012	+$534,941,111	$226,767,918	$273,353,959	5,137%	1,006
2017 Q3	1,075,459,175	$47,035,007,094	+$265,986,074	$142,649,000	$249,352,000	4,374%	914
2017 Q2	1,072,403,667	$46,062,236,881	+$782,286,317	$107,655,000	$203,877,000	4,296%	894
2017 Q1	1,060,283,981	$43,252,328,292	+$3,650,002,367	$182,196,000	$299,434,000	4,081%	896
2016 Q4	1,043,382,784	$41,180,155,147	+$598,930,283	$207,715,000	$437,849,000	3,947%	853
2016 Q3	1,031,976,900	$32,572,999,338	+$571,676,160	$146,820,000	$333,771,000	3,157%	776
2016 Q2	1,015,478,251	$25,703,809,818	-$314,906,643	$119,479,000	$81,113,000	2,531%	749
2016 Q1	1,027,804,786	$28,800,010,436	-$453,019,898	$76,434,000	$122,695,000	2,802%	730
2015 Q4	1,039,314,726	$34,215,620,015	+$347,008,151	$92,752,000	$111,820,000	3,293%	727
2015 Q3	1,034,090,294	$29,520,558,475	-$41,984,107	$74,260,000	$224,430,000	2,856%	698
2015 Q2	1,037,786,722	$33,887,311,567	+$835,759,619	$50,916,000	$84,980,000	3,265%	690
2015 Q1	1,012,351,335	$30,805,149,818	+$332,942,526	$54,994,000	$45,871,000	3,044%	645
2014 Q4	1,002,447,905	$30,250,950,481	+$418,901,176	$65,472,000	$42,395,000	3,019%	637
2014 Q3	996,191,932	$29,277,693,390	+$64,219,435	$119,652,000	$51,392,000	2,939%	620
2014 Q2	994,628,059	$26,785,169,507	+$330,211,521	$40,930,000	$60,243,000	2,693%	619
2014 Q1	982,569,126	$26,842,637,394	+$150,685,753	$36,007,000	$141,844,000	2,733%	612