SCHWAB (CHARLES) CORP (SCHW) Institutional Shareholders
SCHWAB (CHARLES) CORP (SCHW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $129.44B in SCHW holdings during the latest filing period.
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 $14.14B, representing an estimated gain of +13.97% 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
2,282
Total Reported Value
$129.44B
Largest Holder
Blackrock, Inc.
Largest Position
$12.40B
Insider Transactions (90d)
48
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
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 | $14,135,076,037 | +$1,732,608,717 | +13.97% | |
| Vanguard Capital Management Llc | 0.21% | 107,329,957 | $9,903,335,132 | $11,286,818,278 | +$1,383,483,146 | +13.97% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 3.72% | 76,968,323 | $7,101,867,203 | $8,093,988,847 | +$992,121,644 | +13.97% |
| State Street Corp | 0.20% | 73,174,188 | $6,751,782,327 | $7,694,997,610 | +$943,215,283 | +13.97% | |
| Jpmorgan Chase & Co | 0.26% | 49,165,186 | $4,451,907,785 | $5,170,210,960 | +$718,303,175 | +16.13% | |
| Fmr Llc | 0.18% | 44,265,455 | $4,084,373,496 | $4,654,955,248 | +$570,581,752 | +13.97% | |
| Price T Rowe Associates Inc | 0.40% | 43,292,139 | $3,994,566,000 | $4,552,601,337 | +$558,035,337 | +13.97% | |
| Geode Capital Management, Llc | 0.18% | 37,293,274 | $3,427,259,040 | $3,921,760,694 | +$494,501,654 | +14.43% | |
| Vanguard Portfolio Management Llc | 0.11% | 26,889,062 | $2,481,053,751 | $2,827,653,760 | +$346,600,009 | +13.97% | |
| Primecap Management Co/Ca/ | 1.37% | 25,120,895 | $2,317,904,983 | $2,641,713,318 | +$323,808,335 | +13.97% | |
| Harris Associates L P | 2.97% | 24,201,471 | $2,233,069,698 | $2,545,026,690 | +$311,956,992 | +13.97% | |
| Massachusetts Financial Services Co | 0.68% | 13,356,306 | $2,129,335,613 | $1,404,549,139 | -$724,786,474 | -34.04% | |
| Morgan Stanley | 0.11% | 22,793,553 | $2,103,161,421 | $2,396,970,033 | +$293,808,612 | +13.97% | |
| Norges Bank | 0.21% | 22,658,390 | $2,090,689,645 | $2,382,756,292 | +$292,066,647 | +13.97% | |
| Fisher Asset Management, Llc | 0.60% | 21,952,062 | $2,025,516,897 | $2,308,478,840 | +$282,961,943 | +13.97% | |
| Artisan Partners Limited Partnership | 2.85% | 18,930,716 | $1,746,737,165 | $1,990,754,095 | +$244,016,930 | +13.97% | |
| Bank Of America Corp | 0.10% | 15,993,144 | $1,475,687,418 | $1,681,839,023 | +$206,151,605 | +13.97% | |
| Northern Trust Corp | 0.17% | 15,952,492 | $1,471,936,438 | $1,677,564,059 | +$205,627,621 | +13.97% | |
| Invesco Ltd. | 0.10% | 13,090,710 | $1,207,879,789 | $1,376,619,064 | +$168,739,275 | +13.97% | |
| Goldman Sachs Group Inc | 0.12% | 12,649,537 | $1,167,172,806 | $1,330,225,311 | +$163,052,505 | +13.97% | |
| Ameriprise Financial Inc | 0.23% | 12,530,896 | $1,156,185,184 | $1,317,749,023 | +$161,563,839 | +13.97% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.23% | 11,875,673 | $1,116,075,747 | $1,248,845,773 | +$132,770,026 | +11.90% | |
| Bamco Inc | 1.61% | 11,655,694 | $1,075,470,885 | $1,225,712,781 | +$150,241,896 | +13.97% | |
| Alliancebernstein L.P. | 0.35% | 11,226,699 | $1,055,085,172 | $1,180,599,667 | +$125,514,495 | +11.90% | |
| Flossbach Von Storch Se | 4.47% | 10,706,944 | $987,929,723 | $1,125,942,231 | +$138,012,508 | +13.97% | |
| Viking Global Investors | Ole Andreas Halvorsen | 2.80% | 10,638,869 | $981,648,443 | $1,118,783,464 | +$137,135,021 | +13.97% |
| Bank Of New York Mellon Corp | 0.16% | 10,489,297 | $967,847,506 | $1,103,054,473 | +$135,206,967 | +13.97% | |
| Ubs Group Ag | 0.14% | 9,616,749 | $887,337,432 | $1,011,297,325 | +$123,959,893 | +13.97% | |
| Charles Schwab Investment Management Inc | 0.12% | 9,472,684 | $874,044,553 | $996,147,449 | +$122,102,896 | +13.97% | |
| Legal & General Group Plc | 0.18% | 9,403,634 | $867,673,315 | $988,886,151 | +$121,212,836 | +13.97% | |
| Brown Advisory Inc | 1.33% | 9,318,993 | $859,864,966 | $979,985,304 | +$120,120,338 | +13.97% | |
| Vanguard Fiduciary Trust Co | 0.19% | 9,209,119 | $849,725,410 | $968,430,954 | +$118,705,544 | +13.97% | |
| Baird Financial Group, Inc. | 1.11% | 8,722,348 | $804,811,020 | $917,242,116 | +$112,431,096 | +13.97% | |
| Two Sigma Investments, Lp | 0.59% | 8,425,755 | $777,444,414 | $886,052,396 | +$108,607,982 | +13.97% | |
| Wellington Management Group Llp | 0.13% | 7,971,114 | $735,494,688 | $838,242,348 | +$102,747,660 | +13.97% | |
| Arrowstreet Capital, Limited Partnership | 0.31% | 7,632,441 | $704,245,331 | $802,627,496 | +$98,382,165 | +13.97% | |
| Deutsche Bank Ag\ | 0.18% | 6,656,381 | $614,184,273 | $699,985,026 | +$85,800,753 | +13.97% | |
| Dimensional Fund Advisors Lp | 0.11% | 6,309,493 | $582,112,455 | $663,506,284 | +$81,393,829 | +13.98% | |
| Nuveen, Llc | 0.13% | 5,886,128 | $543,112,949 | $618,985,220 | +$75,872,271 | +13.97% | |
| D. E. Shaw & Co., Inc. | 0.33% | 5,779,607 | $533,284,338 | $607,783,472 | +$74,499,134 | +13.97% | |
| Barrow Hanley Mewhinney & Strauss Llc | 1.60% | 5,703,361 | $526,249,119 | $599,765,443 | +$73,516,324 | +13.97% | |
| Envestnet Asset Management Inc | 0.12% | 5,571,968 | $514,124,031 | $585,948,155 | +$71,824,124 | +13.97% | |
| Royal Bank Of Canada | 0.08% | 5,204,548 | $480,225,000 | $547,310,268 | +$67,085,268 | +13.97% | |
| American Century Companies Inc | 0.20% | 4,935,492 | $455,397,885 | $519,016,339 | +$63,618,454 | +13.97% | |
| First Trust Advisors Lp | 0.26% | 4,795,131 | $442,446,694 | $504,255,976 | +$61,809,282 | +13.97% | |
| Nordea Investment Management Ab | 0.36% | 4,704,530 | $436,533,339 | $494,728,375 | +$58,195,036 | +13.33% | |
| Sequoia Fund | Ruane, Cunniff & Goldfarb | 6.56% | 4,571,355 | $421,798,926 | $480,723,692 | +$58,924,766 | +13.97% |
| National Pension Service | 0.27% | 4,513,138 | $416,427,243 | $474,601,592 | +$58,174,349 | +13.97% | |
| Yacktman Asset Management | Donald Yacktman | 4.68% | 4,101,552 | $378,450,203 | $431,319,208 | +$52,869,005 | +13.97% |
| Aqr Capital Management Llc | 0.13% | 4,025,866 | $371,466,691 | $423,360,069 | +$51,893,378 | +13.97% |
Frequently asked questions about SCHW
-
Who owns the most SCHW stock?
The largest holders of SCHW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB (CHARLES) CORP (SCHW).
-
Is SCHW widely held by superinvestors?
Many widely followed stocks like SCHW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHW is represented among the institutional managers we track.
-
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.