Effectdossier · gearchiveerd kwartaal
SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
183Gevolgde houders
0Δ houders
1.22BGehouden aandelen
$121.40BGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -5.9% · netto nieuwe posities +0.5% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 179 | +3 | 1.17B | $108.97B | +7 | −5 |
| Q1 2026 | 180 | -4 | 1.15B | $108.59B | +3 | −8 |
| Q4 2025 | 183 | 0 | 1.22B | $121.40B | +1 | — |
| Q3 2025 | 29 | +1 | 846.46M | $80.79B | +1 | −1 |
| Q2 2025 | 26 | -1 | 718.26M | $65.52B | — | −1 |
| Q1 2025 | 24 | 0 | 451.43M | $35.33B | +1 | −1 |
| Q4 2024 | 24 | +1 | 375.21M | $27.76B | +2 | −1 |
| Q3 2024 | 22 | +2 | 294.39M | $19.07B | +3 | −1 |
| Q2 2024 | 20 | — | 280.44M | $20.66B | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 150.53M | -0.7% | $15.04B | 0.2% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passief) | 134.17M | +1.4% | $13.40B | 0.2% | ▲ Add | 3 | SEC ↗ ×23 |
| 3 | Dodge & Cox ✦ | 76.51M | -7.9% | $7.64B | 4.1% | ▼ Trim | 7 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passief) | 72.63M | -0.7% | $7.26B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 67.19M | -44.5% | $6.71B | 0.5% | ▼ Trim | 2 | SEC ↗ ×23 |
| 6 | T. Rowe Price ✦ | 49.10M | -14.5% | $4.91B | 0.5% | ▼ Trim | 7 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (passief) | 37.67M | +0.3% | $3.75B | 0.2% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Fidelity (FMR) ✦ | 33.83M | +7.3% | $3.38B | 0.2% | ▲ Add | 3 | SEC ↗ ×7 |
| 9 | Franklin Resources Inc | 30.18M | — | $3.02B | 0.7% | n/c | 1 | SEC ↗ ×15 |
| 10 | PRIMECAP Management ✦ | 23.28M | +9.8% | $2.33B | 1.8% | ▲ Add | 7 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 23.23M | -6.0% | $2.32B | 0.1% | ▼ Trim | 2 | SEC ↗ ×24 |
| 12 | Harris Associates (Oakmark) ✦ | 22.03M | +3.8% | $2.20B | 2.8% | ▲ Add | 7 | SEC ↗ ×2 |
| 13 | Fisher Asset Management ✦ | 21.82M | +0.8% | $2.18B | 0.7% | ▲ Add | 7 | SEC ↗ |
| 14 | Norges Bank ✦ (passief) | 19.96M | Nieuw | $1.99B | 0.2% | New | 1 | SEC ↗ |
| 15 | Artisan Partners Limited Partnership | 17.21M | — | $1.72B | 2.6% | n/c | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 16.60M | — | $1.66B | 0.2% | n/c | 1 | SEC ↗ ×11 |
| 17 | Invesco Ltd. | 16.43M | — | $1.64B | 0.2% | n/c | 1 | SEC ↗ ×23 |
| 18 | Massachusetts Financial Services Co… | 15.37M | — | $1.54B | 0.5% | n/c | 1 | SEC ↗ ×9 |
| 19 | Bank Of America Corp /De/ | 15.09M | — | $1.51B | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 20 | Viking Global Investors ✦ | 13.87M | -16.3% | $1.39B | 3.7% | ▼ Trim | 6 | SEC ↗ |
| 21 | Alliancebernstein L.P. | 13.19M | — | $1.32B | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 22 | Bank of New York Mellon Corp | 13.15M | — | $1.31B | 0.2% | n/c | 1 | SEC ↗ ×25 |
| 23 | Brown Advisory Inc | 12.20M | — | $1.22B | 1.7% | n/c | 1 | SEC ↗ ×4 |
| 24 | UBS AM, a distinct business unit of… | 11.24M | — | $1.12B | 0.2% | n/c | 1 | SEC ↗ ×11 |
| 25 | Goldman Sachs Group ✦ | 9.76M | +3.5% | $974.77M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 26 | Legal & General Group Plc | 9.57M | — | $956.22M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 27 | Charles Schwab Investment… | 9.37M | — | $935.94M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 9.07M | — | $905.85M | 0.2% | n/c | 1 | SEC ↗ ×8 |
| 29 | Baird Financial Group, Inc. | 7.98M | — | $796.85M | 1.2% | n/c | 1 | SEC ↗ ×2 |
| 30 | D. E. Shaw & Co. ✦ | 7.94M | +3.6% | $793.49M | 0.6% | ▲ Add | 7 | SEC ↗ ×2 |
| 31 | Hsbc Holdings Plc | 7.91M | — | $791.98M | 0.2% | n/c | 1 | SEC ↗ ×30 |
| 32 | UBS Group AG | 7.37M | — | $735.88M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 33 | Bamco Inc /Ny/ | 7.06M | — | $705.40M | 1.9% | n/c | 1 | SEC ↗ |
| 34 | Janus Henderson Group Plc | 6.86M | — | $685.65M | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 35 | Amundi | 6.47M | — | $646.55M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 36 | Deutsche Bank Ag\ | 5.99M | — | $598.58M | 0.2% | n/c | 1 | SEC ↗ ×14 |
| 37 | Nuveen, LLC | 5.81M | — | $580.19M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 38 | Dimensional Fund Advisors Lp | 5.68M | — | $567.70M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 39 | Envestnet Asset Management Inc | 5.44M | — | $543.46M | 0.2% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 5.05M | — | $504.81M | 0.1% | n/c | 1 | SEC ↗ ×14 |
| 41 | Citadel Advisors ✦ | 4.73M | +21.2% | $472.69M | 0.3% | ▲ Add | 7 | SEC ↗ ×2 |
| 42 | Boston Partners | 4.66M | — | $465.72M | 0.5% | n/c | 1 | SEC ↗ ×4 |
| 43 | Clearbridge Investments, LLC | 4.37M | — | $436.88M | 0.3% | n/c | 1 | SEC ↗ |
| 44 | Barclays Plc | 4.24M | — | $423.56M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 45 | Canada Pension Plan Investment Board | 4.13M | — | $412.73M | 0.3% | n/c | 1 | SEC ↗ |
| 46 | National Pension Service | 4.06M | — | $405.60M | 0.3% | n/c | 1 | SEC ↗ |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 3.82M | — | $382.02M | 0.2% | n/c | 1 | SEC ↗ |
| 48 | California Public Employees… | 3.63M | — | $362.68M | 0.2% | n/c | 1 | SEC ↗ |
| 49 | Millennium Management ✦ | 3.63M | -15.8% | $362.26M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 50 | Mitsubishi UFJ Asset Management… | 3.57M | — | $362.16M | 0.2% | n/c | 1 | SEC ↗ |
| 51 | Nordea Investment Management Ab | 3.44M | — | $344.41M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 52 | Arrowstreet Capital ✦ | 3.29M | -38.2% | $328.67M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 3.24M | — | $323.99M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 54 | Principal Financial Group Inc | 3.18M | — | $318.18M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 55 | Bank Of Montreal /Can/ | 3.04M | — | $303.29M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 56 | Rhumbline Advisers | 2.94M | — | $294.17M | 0.2% | n/c | 1 | SEC ↗ |
| 57 | Marshall Wace ✦ | 2.87M | +80.4% | $286.34M | 0.3% | ▲ Add | 7 | SEC ↗ ×5 |
| 58 | American Century Companies Inc | 2.82M | — | $281.96M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Balyasny Asset Management L.P. | 2.72M | — | $272.10M | 0.5% | n/c | 1 | SEC ↗ |
| 60 | Ensign Peak Advisors, Inc | 2.71M | — | $270.79M | 0.5% | n/c | 1 | SEC ↗ |
| 61 | California State Teachers… | 2.71M | — | $270.41M | 0.3% | n/c | 1 | SEC ↗ |
| 62 | Point72 Asset Management ✦ | 2.64M | -3.8% | $264.04M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 63 | DZ BANK AG Deutsche Zentral… | 2.63M | — | $262.84M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 64 | First Trust Advisors Lp | 2.62M | — | $261.56M | 0.2% | n/c | 1 | SEC ↗ |
| 65 | Lazard Asset Management Llc | 2.62M | — | $261.27M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 66 | Bnp Paribas Financial Markets | 2.60M | — | $259.70M | 0.2% | n/c | 1 | SEC ↗ |
| 67 | Two Sigma Investments ✦ | 2.58M | +0.9% | $257.68M | 0.4% | ▲ Add | 7 | SEC ↗ |
| 68 | Capital International Investors | 2.52M | — | $252.18M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Raymond James Financial Inc | 2.41M | — | $241.08M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 70 | Neuberger Berman Group LLC | 2.41M | — | $241.04M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 71 | AQR Capital Management ✦ | 2.33M | -24.6% | $232.39M | 0.1% | ▼ Trim | 7 | SEC ↗ ×9 |
| 72 | Us Bancorp \De\ | 2.29M | — | $229.23M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 73 | Prudential Financial Inc | 2.29M | — | $228.31M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 74 | Focus Partners Wealth | 2.10M | — | $209.95M | 0.2% | n/c | 1 | SEC ↗ |
| 75 | Assenagon Asset Management S.A. | 2.10M | — | $209.38M | 0.3% | n/c | 1 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 2.01M | — | $201.45M | 0.2% | n/c | 1 | SEC ↗ ×23 |
| 77 | Manufacturers Life Insurance… | 1.98M | — | $197.66M | 0.2% | n/c | 1 | SEC ↗ |
| 78 | Renaissance Technologies ✦ | 1.81M | +77.2% | $180.91M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 79 | New York State Common Retirement… | 1.80M | — | $180.34M | 0.2% | n/c | 1 | SEC ↗ |
| 80 | LPL Financial LLC | 1.78M | — | $177.95M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Adage Capital Partners ✦ | 1.71M | +2.8% | $170.81M | 0.3% | ▲ Add | 7 | SEC ↗ |
| 82 | Healthcare Of Ontario Pension Plan… | 1.71M | — | $170.36M | 0.3% | n/c | 1 | SEC ↗ |
| 83 | Voya Investment Management Llc | 1.68M | — | $167.79M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 84 | Danske Bank A/S | 1.66M | — | $165.70M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 85 | Allianz Asset Management GmbH | 1.61M | — | $161.20M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 86 | Bank Julius Baer & Co. Ltd, Zurich | 1.61M | — | $161.07M | 0.4% | n/c | 1 | SEC ↗ |
| 87 | Connor, Clark & Lunn Investment… | 1.57M | — | $157.23M | 0.4% | n/c | 1 | SEC ↗ |
| 88 | Citigroup Inc | 1.57M | — | $156.46M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 89 | Corient Private Wealth LP | 1.62M | — | $152.81M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 90 | Robeco Institutional Asset… | 1.51M | — | $151.17M | 0.2% | n/c | 1 | SEC ↗ |
| 91 | Qube Research & Technologies Ltd | 1.51M | — | $150.95M | 0.2% | n/c | 1 | SEC ↗ |
| 92 | Sei Investments Co | 1.49M | — | $149.06M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 93 | State Board Of Administration Of… | 1.49M | — | $148.82M | 0.3% | n/c | 1 | SEC ↗ |
| 94 | Aviva Plc | 1.44M | — | $144.20M | 0.2% | n/c | 1 | SEC ↗ |
| 95 | Truist Financial Corp | 1.41M | — | $140.87M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 96 | Markel Group ✦ | 1.38M | +0.8% | $137.46M | 1.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 97 | Aberdeen Group plc | 1.35M | — | $134.57M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 98 | Royal London Asset Management Ltd | 1.33M | — | $133.13M | 0.3% | n/c | 1 | SEC ↗ |
| 99 | Korea Investment CORP | 1.33M | — | $132.71M | 0.3% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Nova Scotia | 1.31M | — | $130.92M | 0.2% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Norges Bank | $1.99B | 0.2% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 2,301 houders, 1.34B aandelen, $119.45B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Sep 01
Hathi Neesha
Officer · 3.18K aand · $346,428
Aug 28
Hathi Neesha
Officer · 3.18K aand · $343,498
Aug 28
Bettinger Walter W
Officer, Director · 74.39K aand · $8.25M
Aug 26
Schwab-Pomerantz Carolyn
Director · 9.18K aand · $1.00M
Aug 24
Bettinger Walter W
Officer, Director · 176.21K aand · $20.00M
Aug 24
Schwab Charles R.
Officer, Director · 117.00K aand · $13.24M
Aug 17
Beatty Jonathan S
Officer · 1.00K aand · $111,330
Aug 14
Craig Jonathan M.
Officer · 21.87K aand · $2.43M
Aug 13
Howard Dennis
Officer · 2.20K aand · $241,780
Aug 12
Schwab Charles R.
Officer, Director · 46.41K aand · $5.02M
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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