SCHWAB (CHARLES) CORP (SCHW) Institutional Ownership

SCHW is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.61B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $7.05B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's SCHW position is now estimated to be worth approximately $6.85B, representing an estimated loss of -2.76% since the filing period.

Major shareholders tracked on this page include Dodge & Cox Stock Fund, Viking Global Investors, Sequoia Fund, and other prominent asset managers. Collectively, these investors account for approximately 98% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SCHWAB (CHARLES) CORP (SCHW).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 202612$9,606,530,582102,218,896
Q4 202513$10,558,308,833105,678,004
Q3 202513$10,989,524,738115,110,080
Q2 202513$10,639,525,571116,610,318
Q1 202513$9,578,127,841122,357,154
Q4 202413$9,232,091,681124,741,139
Q3 202413$7,399,045,748114,165,187
Q2 202412$7,927,193,018107,574,881
Q1 202411$7,923,225,536109,527,586
Q4 202311$7,581,648,133110,198,374
Q3 202312$5,602,580,653105,404,352
Q2 202312$5,813,609,381105,785,313

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