Schwab Charles Corp (SCHW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,746,000,000Shares Outstanding
1,410,476,683Shares held by institutions
$149,975,988,286Value of institutional holdings
80.78%Institutional ownership %
15.94%Shares Changed QoQ
2,278No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Schwab Charles Corp (NYSE:SCHW) showed up in the 13F filings of 2,278 institutional investors as of March 2026.

2,278 Institutional Holders

1,410,476,683 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 31 Mar, 2026 133,156,556 -1,011,277 -0.75% $12,514,053,228.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 108,353,995 108,353,995 0.00% $10,183,108,450.00
DODGE & COX 31 Mar, 2026 75,002,881 -1,511,045 -1.97% $7,048,770,797.00
Jpmorgan Chase & Co 31 Mar, 2026 73,848,142 6,657,227 9.91% $6,872,308,391.00
State Street Corp 31 Mar, 2026 72,763,682 137,174 0.19% $6,838,330,834.00
PRICE T ROWE ASSOCIATES INC /MD/ 31 Mar, 2026 48,637,229 48,637,229 0.00% $4,570,928.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 38,692,266 1,024,626 2.72% $3,622,039,005.00
FMR LLC 31 Mar, 2026 35,688,169 1,853,937 5.48% $3,353,974,173.00
Franklin Resources Inc 31 Mar, 2026 31,825,622 1,641,253 5.44% $2,990,971,944.00
VANGUARD PORTFOLIO MANAGEMENT LLC 31 Mar, 2026 26,572,070 26,572,070 0.00% $2,497,243,139.00
PRIMECAP MANAGEMENT CO/CA/ 31 Mar, 2026 23,441,915 165,844 0.71% $2,203,071,172.00
Fisher Asset Management, LLC 31 Mar, 2026 22,218,091 399,577 1.83% $2,088,056,225.00
Morgan Stanley 31 Mar, 2026 22,033,942 -1,199,293 -5.16% $2,070,750,350.00
HARRIS ASSOCIATES L P 31 Mar, 2026 21,812,476 -219,017 -0.99% $2,049,936,464.00
Artisan Partners Limited Partnership 31 Mar, 2026 17,451,048 244,712 1.42% $1,640,049,491.00
Invesco Ltd. 31 Mar, 2026 16,956,980 531,401 3.24% $1,593,617,018.00
Northern Trust Corp 31 Mar, 2026 16,360,776 -235,724 -1.42% $1,537,585,729.00
Bank of New York Mellon Corp 31 Mar, 2026 16,162,082 3,009,884 22.89% $1,518,912,534.00
Bank Of America Corp /De/ 31 Mar, 2026 15,623,030 530,191 3.51% $1,468,252,380.00
VIKING GLOBAL INVESTORS LP 31 Mar, 2026 14,664,954 792,049 5.71% $1,378,212,377.00