SCHW Institutional Ownership & Shareholders
SCHWAB (CHARLES) CORP (SCHW) is currently held by 2,332 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $129.25B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SCHW tracked by InsiderSet, reporting ownership valued at approximately $12.40B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.84B, representing an estimated loss of -4.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed SCHW value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Dodge & Cox Stock Fund, and several other long-term asset managers with concentrated positions in SCHWAB (CHARLES) CORP (SCHW).
This page ranks the largest institutional SCHW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,332
Total Reported Value
$129.25B
Largest Holder
Blackrock, Inc.
Largest Position
$12.40B
Insider Transactions (90d)
27
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.18% | 134,414,949 | $12,402,467,320 | $11,835,236,259 | -$567,231,061 | -4.57% | |
| Vanguard Capital Management Llc | 0.21% | 107,329,957 | $9,903,335,132 | $9,450,402,714 | -$452,932,418 | -4.57% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 3.72% | 76,968,323 | $7,101,867,203 | $6,777,060,840 | -$324,806,363 | -4.57% |
| State Street Corp | 0.20% | 73,174,188 | $6,751,782,327 | $6,442,987,253 | -$308,795,074 | -4.57% | |
| Jpmorgan Chase & Co | 0.26% | 49,165,186 | $4,451,907,785 | $4,328,994,627 | -$122,913,158 | -2.76% | |
| Fmr Llc | 0.18% | 44,265,455 | $4,084,373,496 | $3,897,573,313 | -$186,800,183 | -4.57% | |
| Price T Rowe Associates Inc | 0.40% | 43,292,139 | $3,994,566,000 | $3,811,872,839 | -$182,693,161 | -4.57% | |
| Geode Capital Management, Llc | 0.18% | 37,293,274 | $3,427,259,040 | $3,283,672,776 | -$143,586,264 | -4.19% | |
| Vanguard Portfolio Management Llc | 0.11% | 26,889,062 | $2,481,053,751 | $2,367,581,909 | -$113,471,842 | -4.57% | |
| Primecap Management Co/Ca/ | 1.37% | 25,120,895 | $2,317,904,983 | $2,211,894,805 | -$106,010,178 | -4.57% | |
| Harris Associates L P | 2.97% | 24,201,471 | $2,233,069,698 | $2,130,939,522 | -$102,130,176 | -4.57% | |
| Massachusetts Financial Services Co | 0.68% | 13,356,306 | $2,129,335,613 | $1,176,022,743 | -$953,312,870 | -44.77% | |
| Morgan Stanley | 0.11% | 22,793,553 | $2,103,161,421 | $2,006,972,342 | -$96,189,079 | -4.57% | |
| Norges Bank | 0.21% | 22,658,390 | $2,090,689,645 | $1,995,071,240 | -$95,618,406 | -4.57% | |
| Fisher Asset Management, Llc | 0.60% | 21,952,062 | $2,025,516,897 | $1,932,879,059 | -$92,637,838 | -4.57% | |
| Artisan Partners Limited Partnership | 2.85% | 18,930,716 | $1,746,737,165 | $1,666,849,544 | -$79,887,621 | -4.57% | |
| Bank Of America Corp | 0.10% | 15,993,144 | $1,475,687,418 | $1,408,196,329 | -$67,491,089 | -4.57% | |
| Northern Trust Corp | 0.17% | 15,952,492 | $1,471,936,438 | $1,404,616,921 | -$67,319,517 | -4.57% | |
| Invesco Ltd. | 0.10% | 13,090,710 | $1,207,879,789 | $1,152,637,016 | -$55,242,774 | -4.57% | |
| Goldman Sachs Group Inc | 0.12% | 12,649,537 | $1,167,172,806 | $1,113,791,733 | -$53,381,073 | -4.57% | |
| Ameriprise Financial Inc | 0.23% | 12,530,896 | $1,156,185,184 | $1,103,345,393 | -$52,839,791 | -4.57% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.23% | 11,875,673 | $1,116,075,747 | $1,045,653,008 | -$70,422,739 | -6.31% | |
| Bamco Inc | 1.61% | 11,655,694 | $1,075,470,885 | $1,026,283,857 | -$49,187,028 | -4.57% | |
| Alliancebernstein L.P. | 0.35% | 11,226,699 | $1,055,085,172 | $988,510,847 | -$66,574,325 | -6.31% | |
| Viking Global Investors | Ole Andreas Halvorsen | 2.80% | 10,638,869 | $981,648,443 | $936,752,415 | -$44,896,028 | -4.57% |
| Bank Of New York Mellon Corp | 0.16% | 10,489,297 | $967,847,506 | $923,582,601 | -$44,264,905 | -4.57% | |
| Ubs Group Ag | 0.14% | 9,616,749 | $887,337,432 | $846,754,749 | -$40,582,683 | -4.57% | |
| Charles Schwab Investment Management Inc | 0.12% | 9,472,684 | $874,044,553 | $834,069,826 | -$39,974,727 | -4.57% | |
| Flossbach Von Storch Se | 4.44% | 8,936,661 | $873,469,246 | $786,873,001 | -$86,596,245 | -9.91% | |
| Legal & General Group Plc | 0.18% | 9,403,634 | $867,673,315 | $827,989,974 | -$39,683,341 | -4.57% | |
| Brown Advisory Inc | 1.33% | 9,318,993 | $859,864,966 | $820,537,334 | -$39,327,632 | -4.57% | |
| Vanguard Fiduciary Trust Co | 0.19% | 9,209,119 | $849,725,410 | $810,862,928 | -$38,862,482 | -4.57% | |
| Baird Financial Group, Inc. | 1.11% | 8,722,348 | $804,811,020 | $768,002,741 | -$36,808,279 | -4.57% | |
| Two Sigma Investments, Lp | 0.59% | 8,425,755 | $777,444,414 | $741,887,728 | -$35,556,686 | -4.57% | |
| Wellington Management Group Llp | 0.13% | 7,971,114 | $735,494,688 | $701,856,588 | -$33,638,100 | -4.57% | |
| Arrowstreet Capital, Limited Partnership | 0.31% | 7,632,441 | $704,245,331 | $672,036,430 | -$32,208,901 | -4.57% | |
| Deutsche Bank Ag\ | 0.18% | 6,656,381 | $614,184,273 | $586,094,347 | -$28,089,926 | -4.57% | |
| Dimensional Fund Advisors Lp | 0.11% | 6,309,493 | $582,112,455 | $555,550,859 | -$26,561,596 | -4.56% | |
| Nuveen, Llc | 0.13% | 5,886,128 | $543,112,949 | $518,273,570 | -$24,839,379 | -4.57% | |
| D. E. Shaw & Co., Inc. | 0.33% | 5,779,607 | $533,284,338 | $508,894,396 | -$24,389,942 | -4.57% | |
| Barrow Hanley Mewhinney & Strauss Llc | 1.60% | 5,703,361 | $526,249,119 | $502,180,936 | -$24,068,183 | -4.57% | |
| Envestnet Asset Management Inc | 0.12% | 5,571,968 | $514,124,031 | $490,611,782 | -$23,512,249 | -4.57% | |
| Royal Bank Of Canada | 0.08% | 5,204,548 | $480,225,000 | $458,260,451 | -$21,964,549 | -4.57% | |
| American Century Companies Inc | 0.20% | 4,935,492 | $455,397,885 | $434,570,071 | -$20,827,814 | -4.57% | |
| First Trust Advisors Lp | 0.26% | 4,795,131 | $442,446,694 | $422,211,285 | -$20,235,409 | -4.57% | |
| Nordea Investment Management Ab | 0.36% | 4,704,530 | $436,533,339 | $414,233,867 | -$22,299,473 | -5.11% | |
| Sequoia Fund | Ruane, Cunniff & Goldfarb | 6.56% | 4,571,355 | $421,798,926 | $402,507,808 | -$19,291,118 | -4.57% |
| National Pension Service | 0.27% | 4,513,138 | $416,427,243 | $397,381,801 | -$19,045,442 | -4.57% | |
| Yacktman Asset Management | Donald Yacktman | 4.73% | 4,055,234 | $396,358,571 | $357,063,354 | -$39,295,217 | -9.91% |
| Aqr Capital Management Llc | 0.13% | 4,025,866 | $371,466,691 | $354,477,501 | -$16,989,190 | -4.57% |
Frequently asked questions about SCHW
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Who are the largest institutional holders of SCHW?
The largest institutional holders of SCHW reported in the latest SEC Form 13F filings include Blackrock, Inc. , Vanguard Capital Management Llc , Dodge & Cox Stock Fund , State Street Corp , and Jpmorgan Chase & Co . InsiderSet ranks institutional holders by their latest reported SCHW position.
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What is SCHW institutional ownership?
This page tracks SCHW positions reported by institutional investment managers through SEC Form 13F. SCHWAB (CHARLES) CORP (SCHW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own SCHW?
InsiderSet currently tracks 2,332 institutional managers reporting SCHW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHW shareholders.
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How much SCHW stock do institutions own?
Institutional investment managers disclosed approximately $129.25B in SCHW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was SCHW institutional ownership last updated?
The latest SCHW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional SCHW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHW position after the reporting date.
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Are institutions buying or selling SCHW?
Institutional buying and selling can be analyzed by comparing SCHW positions across consecutive 13F reporting periods. InsiderSet's SCHW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHW ownership changes.
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How has SCHW institutional ownership changed over time?
InsiderSet tracks SCHW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.