- Type / Class
- Equity / Common Stock
- Shares outstanding
- 1,740,333,802
- Total 13F shares
- 1,502,072,663
- Share change
- +13,057,319
- Total reported value
- $137,020,751,860
- Put/Call ratio
- 89%
- Price per share
- $91.24
- Number of holders
- 2,115
- Value change
- +$1,278,494,561
- Number of buys
- 1,082
- Number of sells
- 871
Quarterly Holders Quick Answers
What is CUSIP 808513105?
CUSIP 808513105 identifies SCHW - SCHWAB CHARLES CORP - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 808513105:
Top shareholders of SCHW - SCHWAB CHARLES CORP - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
8.5%
|
148,395,252
|
$11,616,380,326 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
7.1%
|
122,859,627
|
$9,617,451,593 | — | 31 Mar 2025 | |
| DODGE & COX |
13F
|
Company |
5.1%
|
88,750,655
|
$6,947,401,307 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
4.7%
|
82,048,984
|
$6,422,795,000 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
71,933,290
|
$5,630,937,941 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
3.1%
|
54,160,220
|
$4,239,662,277 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
36,342,807
|
$2,838,851,381 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
1.8%
|
31,978,690
|
$2,503,291,762 | — | 31 Mar 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.7%
|
29,220,312
|
$2,287,366,022 | — | 31 Mar 2025 | |
| HARRIS ASSOCIATES L P |
13F
|
Company |
1.6%
|
27,612,443
|
$2,161,502,007 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
21,431,709
|
$1,677,674,535 | — | 31 Mar 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
1.2%
|
21,165,163
|
$1,656,808,987 | — | 31 Mar 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.2%
|
20,527,113
|
$1,606,862,406 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.2%
|
20,502,737
|
$1,604,954,252 | — | 31 Mar 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
1%
|
17,749,859
|
$1,389,458,963 | — | 31 Mar 2025 | |
| VIKING GLOBAL INVESTORS LP |
13F
|
Company |
1%
|
17,716,717
|
$1,386,864,607 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1%
|
17,440,301
|
$1,365,226,762 | — | 31 Mar 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.98%
|
17,115,759
|
$1,339,821,615 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.92%
|
15,979,432
|
$1,250,869,941 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.9%
|
15,586,450
|
$1,220,107,295 | — | 31 Mar 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.89%
|
15,488,777
|
$1,212,461,463 | — | 31 Mar 2025 | |
| GENERATION INVESTMENT MANAGEMENT LLP |
13F
|
Company |
0.82%
|
14,327,559
|
$1,121,561,320 | — | 31 Mar 2025 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
0.8%
|
14,002,078
|
$1,096,082,666 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.74%
|
12,833,440
|
$1,004,601,684 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.64%
|
11,056,953
|
$865,538,281 | — | 31 Mar 2025 | |
| Se Flossbach von Storch |
13F
|
Individual |
0.62%
|
10,810,644
|
$846,257,212 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.58%
|
10,141,131
|
$793,847,735 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.56%
|
9,762,382
|
$764,738,762 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.54%
|
9,357,890
|
$732,535,629 | — | 31 Mar 2025 | |
| THORNBURG INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.05%
|
901,559
|
$705,740,385 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.5%
|
8,678,596
|
$679,360,501 | — | 31 Mar 2025 | |
| Allen Investment Management, LLC |
13F
|
Company |
0.47%
|
8,208,961
|
$642,597,494 | — | 31 Mar 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.45%
|
7,917,642
|
$619,793,016 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.45%
|
7,852,679
|
$614,707,696 | — | 31 Mar 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.43%
|
7,425,761
|
$581,286,000 | — | 31 Mar 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.42%
|
7,224,168
|
$565,507,871 | — | 31 Mar 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.4%
|
6,904,327
|
$540,470,691 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.39%
|
6,848,198
|
$536,076,939 | — | 31 Mar 2025 | |
| Ruane, Cunniff & Goldfarb L.P. |
13F
|
Company |
0.39%
|
6,761,375
|
$529,280,435 | — | 31 Mar 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.39%
|
6,779,383
|
$527,497,583 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.38%
|
6,550,544
|
$512,776,630 | — | 31 Mar 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.37%
|
6,454,052
|
$505,223,177 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.33%
|
5,781,015
|
$452,537,835 | — | 31 Mar 2025 | |
| Amundi |
13F
|
Individual |
0.35%
|
6,030,362
|
$451,495,024 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.32%
|
5,629,779
|
$440,699,064 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.31%
|
5,478,177
|
$428,790,689 | — | 31 Mar 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.3%
|
5,296,129
|
$414,580,978 | — | 31 Mar 2025 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.3%
|
5,285,864
|
$413,777,434 | — | 31 Mar 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.29%
|
5,126,807
|
$401,326,452 | — | 31 Mar 2025 | |
| Boston Partners |
13F
|
Company |
0.28%
|
4,904,611
|
$383,509,955 | — | 31 Mar 2025 |
Institutional Holders of SCHWAB CHARLES CORP - Common Stock (SCHW) as of Q2 2025
As of 30 Jun 2025,
SCHWAB CHARLES CORP - Common Stock (SCHW) was held by
2,115 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,502,072,663 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., Dodge & Cox, PRICE T ROWE ASSOCIATES INC /MD/, STATE STREET CORP, JPMORGAN CHASE & CO, GEODE CAPITAL MANAGEMENT, LLC, FMR LLC, FRANKLIN RESOURCES INC, and MORGAN STANLEY.
This page lists
2,126
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
2,002
Q2 2025 holders
2,115
Holder diff
113
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.