Schwab Charles SCHW Institutional Ownership

Schwab Charles Corp (NYSE:SCHW) was reported as a holding by 2,319 institutional investors in 13F filings for the quarter ended June 30, 2026.

• Together they owned 87.74% of the outstanding stock in Q2 2026, up from 80.77% a quarter earlier.
• Total shares held in SCHW rose 7.95% from Q1 2026; the number of holders rose 7.71% from Q2 2025.
• Across the 2,319 holders of SCHW, 1,082 added shares, 951 reduced their stakes and 286 left their positions unchanged.
• Combined, institutional investors held 1.52Bn shares of SCHW as of Q2 2026, up 112.15Mn from the prior quarter and up 40.69Mn 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 Larry Mathis Financial Planning, LLC (+72.56Mn shares), FMR LLC (+8.58Mn shares), Wellington Management Group LLP (+7.54Mn shares), Arrowstreet Capital, Limited Partnership (+4.68Mn shares) and Franklin Templeton Inc (+4.65Mn 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), Larry Mathis Financial Planning, LLC (72.56Mn 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) and Franklin Templeton Inc (36.48Mn shares).