Schwab Charles SCHW Institutional Ownership

Updated Oct 22, 2026

Schwab Charles Corp (NYSE:SCHW) was reported as a holding by 2,313 institutional investors in 13F filings for the quarter ended June 30, 2026.

• Together they owned 82.97% of the outstanding stock in Q2 2026, up from 80.76% a quarter earlier.
• Total shares held in SCHW rose 2.09% from Q1 2026; the number of holders rose 7.73% from Q2 2025.
• Looking at the 2,313 holders of SCHW individually, 1,077 added to their positions, 951 reduced their stakes and 285 left their positions unchanged.
• Combined, institutional investors held 1.44Bn shares of SCHW as of Q2 2026, up 29.53Mn from the prior quarter and down 41.99Mn from a year earlier.
• BlackRock, Inc. held the largest position in SCHW at 134.41Mn shares as of June 30, 2026, or 7.75% of shares outstanding.
• The biggest increases in SCHW positions during Q2 2026 came from FMR LLC (+8.58Mn shares), Wellington Management Group LLP (+7.54Mn shares), Arrowstreet Capital, Limited Partnership (+4.68Mn shares), Franklin Templeton Inc (+4.65Mn shares) and Barrow Hanley Mewhinney & Strauss LLC (+4.63Mn shares).
• On the other side, among holders that kept a position in Schwab Charles, the largest reductions in Q2 2026 came from JPMorgan Chase & Co (-24.68Mn shares), Bank of New York Mellon Corp (-5.67Mn shares), T. Rowe Price Associates Inc (-5.35Mn shares), Boston Partners (-4.49Mn shares) and Viking Global Investors LP (-4.03Mn shares).
• Per Business Quant, the top 10 investors in SCHW for the quarter ended June 30, 2026 were BlackRock, Inc. (134.41Mn shares), Vanguard Capital Management LLC (107.33Mn shares), Dodge & Cox (76.97Mn shares), State Street Corp (73.17Mn shares), JPMorgan Chase & Co (49.17Mn shares), FMR LLC (44.27Mn shares), T. Rowe Price Associates Inc (43.29Mn shares), Geode Capital Management, LLC (37.29Mn shares), Franklin Templeton Inc (36.48Mn shares) and Vanguard Portfolio Management LLC (26.89Mn shares).