SCHWAB (CHARLES) CORP SCHW
$97.00
+1.3% 52w: $85.35 – $106.47
Latest 13F among current holders filed 3 days ago (Jul 1, 2026)
Price — last 12 months
research preview data85.3595.91106.47
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.3K
+1 QoQ
13F value
$133.42B
-8.5% QoQ
Smart-money holders
257
signal tier ≥ 2
New smart buyers
24
Q1 2026
Options barometer
0.8×
$875.2M calls / $1.06B puts
Institutional value by quarter
Number of holders
Who owns SCHW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 133.2M | $12.51B | 0.2% | -0.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 108.4M | $10.18B | 0.3% | — |
| Dodge & Cox ★2 | Long only active | 75.0M | $7.05B | 3.9% | -2.0% |
| JPMORGAN CHASE & CO | Bank broker | 73.8M | $6.87B | 0.5% | +9.9% |
| STATE STREET CORP | Index provider | 72.8M | $6.84B | 0.2% | +0.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 48.6M | $4.57B | 0.5% | -0.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 38.7M | $3.62B | 0.2% | +2.7% |
| FMR LLC | Long only active | 35.7M | $3.35B | 0.2% | +5.5% |
| FRANKLIN RESOURCES INC | Long only active | 31.8M | $2.99B | 0.7% | +5.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 26.6M | $2.50B | 0.1% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 14.5M | $2.25B | 0.8% | -5.5% |
| PRIMECAP MANAGEMENT CO/CA/ ★2 | Long only active | 23.4M | $2.20B | 1.7% | +0.7% |
| Fisher Asset Management, LLC | Long only active | 22.2M | $2.09B | 0.7% | +1.8% |
| MORGAN STANLEY | Bank broker | 22.0M | $2.07B | 0.1% | -5.2% |
| HARRIS ASSOCIATES L P | Other | 21.8M | $2.05B | 2.7% | -1.0% |
| Artisan Partners Limited Partnership | Other | 17.5M | $1.64B | 2.7% | +1.4% |
| Invesco Ltd. | Index provider | 17.0M | $1.59B | 0.2% | +3.2% |
| NORTHERN TRUST CORP | Index provider | 16.4M | $1.54B | 0.2% | -1.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 16.2M | $1.52B | 0.3% | +22.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 15.6M | $1.47B | 0.1% | +3.5% |
| VIKING GLOBAL INVESTORS LP ★2 | Fundamental diversified | 14.7M | $1.38B | 3.9% | +5.7% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 12.5M | $1.25B | 0.4% | -5.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 11.9M | $1.12B | 0.2% | +5.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 11.4M | $1.07B | 0.1% | +16.6% |
| FLOSSBACH VON STORCH SE ★2 | Fundamental diversified | 10.7M | $1.00B | 4.7% | +2.0% |
| Legal & General Group Plc | Diversified mechanical | 10.1M | $946.6M | 0.2% | +5.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 9.6M | $901.3M | 0.1% | +2.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 9.4M | $885.2M | 0.2% | — |
| BROWN ADVISORY INC | Diversified mechanical | 9.1M | $859.2M | 1.4% | -25.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 8.8M | $824.4M | 0.2% | -3.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 8.4M | $793.7M | 1.2% | +5.9% |
| BAMCO INC /NY/ | Other | 7.5M | $701.5M | 2.1% | +5.7% |
| Nuveen, LLC | Diversified mechanical | 6.0M | $564.7M | 0.2% | +3.5% |
| UBS Group AG | Bank broker | 5.8M | $543.1M | 0.1% | -21.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 5.7M | $539.7M | 0.1% | +1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.6M | $528.4M | 0.1% | +3.4% |
| Amundi | Diversified mechanical | 5.6M | $524.9M | 0.1% | -13.7% |
| Boston Partners | Other | 5.5M | $515.7M | 0.5% | +17.8% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 5.4M | $503.8M | 0.4% | +107.8% |
| Allen Investment Management, LLC | Other | 5.3M | $500.8M | 6.2% | -4.6% |
| DEUTSCHE BANK AG\ | Bank broker | 5.3M | $499.4M | 0.2% | -11.3% |
| ROYAL BANK OF CANADA | Bank broker | 4.9M | $457.0M | 0.1% | -3.7% |
| Ruane, Cunniff & Goldfarb L.P. ★3 | Value conviction | 4.7M | $443.1M | 7.4% | -15.7% |
| National Pension Service | Other | 4.5M | $421.4M | 0.3% | +10.5% |
| BARCLAYS PLC | Bank broker | 4.2M | $390.1M | 0.1% | -2.1% |
| Clearbridge Investments, LLC | Other | 4.0M | $371.9M | 0.3% | -9.5% |
| FARALLON CAPITAL MANAGEMENT LLC ★2 | Fundamental diversified | 4.0M | $371.8M | 2.4% | +18.4% |
| YACKTMAN ASSET MANAGEMENT LP ★2 | Fundamental diversified | 3.9M | $367.0M | 4.9% | -0.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 3.8M | $357.7M | 0.2% | +6.7% |
| PROVIDENT TRUST CO ★3 | Fundamental concentrated | 3.7M | $348.0M | 7.3% | -15.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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