Schwab Charles SCHW Institutional Ownership

NYSE SCHW

$107.28 -0.05 (-0.05%)

At close: Sep 11, 2026 · 4:00 PM EDT

Institutions by Trading Activity

2,313 Institutions

Increased 1,073 46.4%

Unchanged 284 12.3%

Reduced 956 41.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

87.71%

▲+6.80 pp QoQ

Shares Held by Institutions

1.52Bn

of 1.74Bn outstanding

▲+9.20% QoQ

Shares Outstanding

1.74Bn

213.17Mn held outside 13F filers

Institutional Investors

2,313

filed 13F for Jun 2026

▼-16 vs prior quarter

Net Shares Added (QoQ)

+128.27Mn

accumulated since last quarter

Value of Holdings

$163.26Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Schwab Charles Corp (NYSE:SCHW) appears in 2,313 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 87.7% of Schwab Charles's outstanding shares in June 2026, up from 80.9% in March 2026.
They increased total shares held in Schwab Charles by 9.2% from the prior quarter, while the number of investors in SCHW increased 7.53% year over year.
Of these 2,313 funds, 1,073 grew their exposure to Schwab Charles, 956 cut back, and 284 maintained positions.
Combined, these investors held 1.52Bn shares in SCHW for June 2026, up by 128.27Mn shares quarter on quarter, and up 3.92Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Schwab Charles with 134.41Mn shares, accounting for 7.75% of total shares outstanding.
Leading buyers of Schwab Charles shares for the quarter ending June 2026 were Larry Mathis Financial Planning, LLC (72.56Mn), NORGES BANK (22.66Mn), Sixth Street Partners Management Company, L.P. (9.47Mn), FMR LLC (8.58Mn), WELLINGTON MANAGEMENT GROUP LLP (7.54Mn).
Leading sellers of Schwab Charles shares for the quarter ending June 2026 were Jpmorgan Chase & Co (24.68Mn), Bank of New York Mellon Corp (5.67Mn), PRICE T ROWE ASSOCIATES INC /MD/ (5.35Mn), Boston Partners (4.49Mn), VIKING GLOBAL INVESTORS LP (4.03Mn).
Per Business Quant data, the top 10 holders of Schwab Charles for the quarter ending June 2026 are BlackRock, Inc. (134.41Mn), VANGUARD CAPITAL MANAGEMENT LLC (107.33Mn), DODGE & COX (76.97Mn), State Street Corp (73.17Mn), Larry Mathis Financial Planning, LLC (72.56Mn), Jpmorgan Chase & Co (49.17Mn), FMR LLC (44.27Mn), PRICE T ROWE ASSOCIATES INC /MD/ (43.29Mn), GEODE CAPITAL MANAGEMENT, LLC (37.29Mn), Franklin Templeton Inc (36.48Mn).

Form 13F Holdings

2,614 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.52Bn

Of outstanding 87.71%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	134,414,949	7.75%	▲1,258,393	+0.95%	$12.40Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	107,329,957	6.19%	▼1,024,038	-0.95%	$9.90Bn
3	DODGE & COX	0000200217	76,968,323	4.44%	▲1,965,442	+2.62%	$7.10Bn
4	State Street Corp	0000093751	73,174,188	4.22%	▲410,506	+0.56%	$6.75Bn
5	Larry Mathis Financial Planning, LLC	0002118274	72,563,649	4.18%	▲72,556,363	+995,832.60%	$672.31K
6	Jpmorgan Chase & Co	0000019617	49,165,186	2.83%	▼24,682,956	-33.42%	$4.45Bn
7	FMR LLC	0000315066	44,265,455	2.55%	▲8,577,286	+24.03%	$4.08Bn
8	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	43,292,139	2.50%	▼5,345,090	-10.99%	$3.99Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	37,293,274	2.15%	▼1,398,992	-3.62%	$3.43Bn
10	Franklin Resources Inc	0000038777	36,476,735	2.10%	▲4,651,113	+14.61%	$3.37Bn
11	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	26,889,062	1.55%	▲316,992	+1.19%	$2.48Bn
12	PRIMECAP MANAGEMENT CO/CA/	0000763212	25,120,895	1.45%	▲1,678,980	+7.16%	$2.32Bn
13	HARRIS ASSOCIATES L P	0000813917	24,201,471	1.39%	▲2,388,995	+10.95%	$2.23Bn
14	Morgan Stanley	0000895421	22,793,553	1.31%	▲759,611	+3.45%	$2.10Bn
15	NORGES BANK	0001374170	22,658,390	1.31%	▲22,658,390	0.00%	$2.09Bn
16	Fisher Asset Management, LLC	0000850529	21,952,062	1.27%	▼266,029	-1.20%	$2.03Bn
17	Artisan Partners Limited Partnership	0001466153	18,930,716	1.09%	▲1,479,668	+8.48%	$1.75Bn
18	Bank Of America Corp /De/	0000070858	15,993,144	0.92%	▲370,114	+2.37%	$1.48Bn
19	Northern Trust Corp	0000073124	15,952,492	0.92%	▼408,284	-2.50%	$1.47Bn
20	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	13,356,306	0.77%	▼1,165,581	-8.03%	$2.13Bn

Showing 1 to 20 of 2,614 holders