Schwab Charles SCHW Institutional Ownership

NYSE SCHW

$113.65 +1.35 (+1.20%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

2,278 Institutions

Increased 1,163 51.1%

Unchanged 270 11.9%

Reduced 845 37.1%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

80.78%

▲+2.40 pp QoQ

Shares Held by Institutions

1.41Bn

of 1.75Bn outstanding

▲+15.94% QoQ

Shares Outstanding

1.75Bn

335.52Mn held outside 13F filers

Institutional Investors

2,278

filed 13F for Mar 2026

▼-9 vs prior quarter

Net Shares Added (QoQ)

+193.92Mn

accumulated since last quarter

Value of Holdings

$157.54Bn

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 31 Mar, 2026

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

Collectively, these holders controlled 80.8% of Schwab Charles's outstanding shares in March 2026, up from 78.4% in December 2025.
Their total shares held in SCHW increased 15.94% from the prior quarter, while the number of investors in Schwab Charles increased 12.33% year over year.
Activity in SCHW broke down as 1,163 buyers, 845 sellers, and 270 unchanged among 2,278 total holders.
The aggregate institutional position in Schwab Charles amounted to 1.41Bn shares as of March 2026, up by 193.92Mn shares quarter on quarter, and down 173.65Mn shares year over year.
BlackRock, Inc. leads ownership in SCHW with 133.16Mn shares as of March 31, 2026, equal to 7.63% of outstanding shares.
Leading buyers of Schwab Charles shares for the quarter ending March 2026 were VANGUARD CAPITAL MANAGEMENT LLC (108.35Mn), PRICE T ROWE ASSOCIATES INC /MD/ (48.64Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (26.57Mn), VANGUARD FIDUCIARY TRUST CO (9.42Mn), Jpmorgan Chase & Co (6.66Mn).
The biggest sellers of Schwab Charles for the quarter ending March 2026 included Goldman Sachs Group Inc (8.14Mn), D. E. Shaw & Co., Inc. (5.33Mn), GENERATION INVESTMENT MANAGEMENT LLP (5.1Mn), HSBC HOLDINGS PLC (4.49Mn), BROWN ADVISORY INC (3.05Mn).
According to Business Quant data, leading holders of SCHW for March 2026 are BlackRock, Inc. (133.16Mn), VANGUARD CAPITAL MANAGEMENT LLC (108.35Mn), DODGE & COX (75.0Mn), Jpmorgan Chase & Co (73.85Mn), State Street Corp (72.76Mn), PRICE T ROWE ASSOCIATES INC /MD/ (48.64Mn), GEODE CAPITAL MANAGEMENT, LLC (38.69Mn), FMR LLC (35.69Mn), Franklin Resources Inc (31.83Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (26.57Mn).

Form 13F Holdings

2,278 Institutional Holders

Report period 31 Mar, 2026

Total shares held 1.41Bn

Of outstanding 80.78%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	133,156,556	7.63%	▼1,011,277	-0.75%	$12.51Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	108,353,995	6.21%	▲108,353,995	0.00%	$10.18Bn
3	DODGE & COX	0000200217	75,002,881	4.30%	▼1,511,045	-1.97%	$7.05Bn
4	Jpmorgan Chase & Co	0000019617	73,848,142	4.23%	▲6,657,227	+9.91%	$6.87Bn
5	State Street Corp	0000093751	72,763,682	4.17%	▲137,174	+0.19%	$6.84Bn
6	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	48,637,229	2.79%	▲48,637,229	0.00%	$4.57Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	38,692,266	2.22%	▲1,024,626	+2.72%	$3.62Bn
8	FMR LLC	0000315066	35,688,169	2.04%	▲1,853,937	+5.48%	$3.35Bn
9	Franklin Resources Inc	0000038777	31,825,622	1.82%	▲1,641,253	+5.44%	$2.99Bn
10	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	26,572,070	1.52%	▲26,572,070	0.00%	$2.50Bn
11	PRIMECAP MANAGEMENT CO/CA/	0000763212	23,441,915	1.34%	▲165,844	+0.71%	$2.20Bn
12	Fisher Asset Management, LLC	0000850529	22,218,091	1.27%	▲399,577	+1.83%	$2.09Bn
13	Morgan Stanley	0000895421	22,033,942	1.26%	▼1,199,293	-5.16%	$2.07Bn
14	HARRIS ASSOCIATES L P	0000813917	21,812,476	1.25%	▼219,017	-0.99%	$2.05Bn
15	Artisan Partners Limited Partnership	0001466153	17,451,048	1.00%	▲244,712	+1.42%	$1.64Bn
16	Invesco Ltd.	0000914208	16,956,980	0.97%	▲531,401	+3.24%	$1.59Bn
17	Northern Trust Corp	0000073124	16,360,776	0.94%	▼235,724	-1.42%	$1.54Bn
18	Bank of New York Mellon Corp	0001390777	16,162,082	0.93%	▲3,009,884	+22.89%	$1.52Bn
19	Bank Of America Corp /De/	0000070858	15,623,030	0.89%	▲530,191	+3.51%	$1.47Bn
20	VIKING GLOBAL INVESTORS LP	0001103804	14,664,954	0.84%	▲792,049	+5.71%	$1.38Bn

Showing 1 to 20 of 2,278 holders