Who owns SCHWAB CHARLES CORP?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHW from SEC Form 13F filings across 2,311 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 2,311 institutions disclosed 1.44B shares of SCHWAB CHARLES CORP worth $133.76B — about 83% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
2,311
13F holders
$133.76B
value, 2026 filers
83%
of shares outstanding (1.44B sh)
208
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 134.4M | $12.40B | 0.2% | 7.7% | +0.9% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 107.3M | $9.90B | 0.2% | 6.2% | -0.9% |
| 3 | Dodge & Cox | 77.0M | $7.10B | 3.7% | 4.4% | +2.6% |
| 4 | STATE STREET CORP | 73.2M | $6.75B | 0.2% | 4.2% | +0.6% |
| 5 | JPMORGAN CHASE & CO | 49.2M | $4.45B | 0.2% | 2.8% | -33.4% |
| 6 | FMR LLC | 44.3M | $4.08B | 0.2% | 2.6% | +24.0% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | 43.3M | $3.99B | 0.4% | 2.5% | -11.0% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 37.3M | $3.43B | 0.2% | 2.1% | -3.6% |
| 9 | FRANKLIN RESOURCES INC | 36.5M | $3.37B | 0.7% | 2.1% | +14.6% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.9M | $2.48B | 0.1% | 1.5% | +1.2% |
| 11 | PRIMECAP MANAGEMENT CO/CA/ | 25.1M | $2.32B | 1.4% | 1.4% | +7.2% |
| 12 | HARRIS ASSOCIATES L P | 24.2M | $2.23B | 3.0% | 1.4% | +11.0% |
| 13 | MORGAN STANLEY | 22.8M | $2.10B | 0.1% | 1.3% | +3.4% |
| 14 | NORGES BANKNEW | 22.7M | $2.09B | 0.2% | 1.3% | new |
| 15 | Fisher Asset Management, LLC | 22.0M | $2.03B | 0.6% | 1.3% | -1.2% |
| 16 | Artisan Partners Limited Partnership | 18.9M | $1.75B | 2.8% | 1.1% | +8.5% |
| 17 | BANK OF AMERICA CORP /DE/ | 16.0M | $1.48B | 0.1% | 0.9% | +2.4% |
| 18 | NORTHERN TRUST CORP | 16.0M | $1.47B | 0.2% | 0.9% | -2.5% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.4M | $2.13B | 0.7% | 0.8% | -8.0% |
| 20 | Invesco Ltd. | 13.1M | $1.21B | 0.1% | 0.8% | -22.8% |
| 21 | GOLDMAN SACHS GROUP INC | 12.6M | $1.17B | 0.1% | 0.7% | +11.2% |
| 22 | AMERIPRISE FINANCIAL INC | 12.5M | $1.16B | 0.2% | 0.7% | +42.8% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.8M | $1.09B | 0.2% | 0.7% | -0.3% |
| 24 | BAMCO INC /NY/ | 11.7M | $1.08B | 1.6% | 0.7% | +56.2% |
| 25 | ALLIANCEBERNSTEIN L.P. | 11.2M | $1.06B | 0.3% | 0.6% | -10.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.