Registro do valor mobiliário · trimestre arquivado
SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
183Detentores rastreados
0Δ titulares
1.22BAções mantidas
$121.40BValor reportado
+1Novas posições
−0Saídas
Dados de momentum (gestores comparáveis): amplitude de detentores 0.0% · fluxo de ações -5.9% · novas posições líquidas +0.5% · fórmula
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 4.73M | $459.93M | n/a | −2 |
| 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 | n/a |
| Q3 2025 | 29 | +1 | 846.46M | $80.79B | +1 | −1 |
| Q2 2025 | 26 | -1 | 718.26M | $65.52B | n/a | −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 | n/a | 280.44M | $20.66B | n/a | n/a |
Quem detém · Q4 2025
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passivo) | 150.53M | -0.7% | $15.04B | 0.2% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 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 ✦ (passivo) | 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 | n/a | $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 ✦ (passivo) | 19.96M | Novo | $1.99B | 0.2% | New | 1 | SEC ↗ |
| 15 | Artisan Partners Limited Partnership | 17.21M | n/a | $1.72B | 2.6% | n/c | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 16.60M | n/a | $1.66B | 0.2% | n/c | 1 | SEC ↗ ×11 |
| 17 | Invesco Ltd. | 16.43M | n/a | $1.64B | 0.2% | n/c | 1 | SEC ↗ ×23 |
| 18 | Massachusetts Financial Services Co… | 15.37M | n/a | $1.54B | 0.5% | n/c | 1 | SEC ↗ ×9 |
| 19 | Bank Of America Corp /De/ | 15.09M | n/a | $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 | n/a | $1.32B | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 22 | Bank of New York Mellon Corp | 13.15M | n/a | $1.31B | 0.2% | n/c | 1 | SEC ↗ ×25 |
| 23 | Brown Advisory Inc | 12.20M | n/a | $1.22B | 1.7% | n/c | 1 | SEC ↗ ×4 |
| 24 | UBS AM, a distinct business unit of… | 11.24M | n/a | $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 | n/a | $956.22M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 27 | Charles Schwab Investment… | 9.37M | n/a | $935.94M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 9.07M | n/a | $905.85M | 0.2% | n/c | 1 | SEC ↗ ×8 |
| 29 | Baird Financial Group, Inc. | 7.98M | n/a | $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 | n/a | $791.98M | 0.2% | n/c | 1 | SEC ↗ ×30 |
| 32 | UBS Group AG | 7.37M | n/a | $735.88M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 33 | Bamco Inc /Ny/ | 7.06M | n/a | $705.40M | 1.9% | n/c | 1 | SEC ↗ |
| 34 | Janus Henderson Group Plc | 6.86M | n/a | $685.65M | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 35 | Amundi | 6.47M | n/a | $646.55M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 36 | Deutsche Bank Ag\ | 5.99M | n/a | $598.58M | 0.2% | n/c | 1 | SEC ↗ ×14 |
| 37 | Nuveen, LLC | 5.81M | n/a | $580.19M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 38 | Dimensional Fund Advisors Lp | 5.68M | n/a | $567.70M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 39 | Envestnet Asset Management Inc | 5.44M | n/a | $543.46M | 0.2% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 5.05M | n/a | $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 | n/a | $465.72M | 0.5% | n/c | 1 | SEC ↗ ×4 |
| 43 | Clearbridge Investments, LLC | 4.37M | n/a | $436.88M | 0.3% | n/c | 1 | SEC ↗ |
| 44 | Barclays Plc | 4.24M | n/a | $423.56M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 45 | Canada Pension Plan Investment Board | 4.13M | n/a | $412.73M | 0.3% | n/c | 1 | SEC ↗ |
| 46 | National Pension Service | 4.06M | n/a | $405.60M | 0.3% | n/c | 1 | SEC ↗ |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 3.82M | n/a | $382.02M | 0.2% | n/c | 1 | SEC ↗ |
| 48 | California Public Employees… | 3.63M | n/a | $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 | n/a | $362.16M | 0.2% | n/c | 1 | SEC ↗ |
| 51 | Nordea Investment Management Ab | 3.44M | n/a | $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 | n/a | $323.99M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 54 | Principal Financial Group Inc | 3.18M | n/a | $318.18M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 55 | Bank Of Montreal /Can/ | 3.04M | n/a | $303.29M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 56 | Rhumbline Advisers | 2.94M | n/a | $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 | n/a | $281.96M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Balyasny Asset Management L.P. | 2.72M | n/a | $272.10M | 0.5% | n/c | 1 | SEC ↗ |
| 60 | Ensign Peak Advisors, Inc | 2.71M | n/a | $270.79M | 0.5% | n/c | 1 | SEC ↗ |
| 61 | California State Teachers… | 2.71M | n/a | $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 | n/a | $262.84M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 64 | First Trust Advisors Lp | 2.62M | n/a | $261.56M | 0.2% | n/c | 1 | SEC ↗ |
| 65 | Lazard Asset Management Llc | 2.62M | n/a | $261.27M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 66 | Bnp Paribas Financial Markets | 2.60M | n/a | $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 | n/a | $252.18M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Raymond James Financial Inc | 2.41M | n/a | $241.08M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 70 | Neuberger Berman Group LLC | 2.41M | n/a | $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 | n/a | $229.23M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 73 | Prudential Financial Inc | 2.29M | n/a | $228.31M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 74 | Focus Partners Wealth | 2.10M | n/a | $209.95M | 0.2% | n/c | 1 | SEC ↗ |
| 75 | Assenagon Asset Management S.A. | 2.10M | n/a | $209.38M | 0.3% | n/c | 1 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 2.01M | n/a | $201.45M | 0.2% | n/c | 1 | SEC ↗ ×23 |
| 77 | Manufacturers Life Insurance… | 1.98M | n/a | $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 | n/a | $180.34M | 0.2% | n/c | 1 | SEC ↗ |
| 80 | LPL Financial LLC | 1.78M | n/a | $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 | n/a | $170.36M | 0.3% | n/c | 1 | SEC ↗ |
| 83 | Voya Investment Management Llc | 1.68M | n/a | $167.79M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 84 | Danske Bank A/S | 1.66M | n/a | $165.70M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 85 | Allianz Asset Management GmbH | 1.61M | n/a | $161.20M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 86 | Bank Julius Baer & Co. Ltd, Zurich | 1.61M | n/a | $161.07M | 0.4% | n/c | 1 | SEC ↗ |
| 87 | Connor, Clark & Lunn Investment… | 1.57M | n/a | $157.23M | 0.4% | n/c | 1 | SEC ↗ |
| 88 | Citigroup Inc | 1.57M | n/a | $156.46M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 89 | Corient Private Wealth LP | 1.62M | n/a | $152.81M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 90 | Robeco Institutional Asset… | 1.51M | n/a | $151.17M | 0.2% | n/c | 1 | SEC ↗ |
| 91 | Qube Research & Technologies Ltd | 1.51M | n/a | $150.95M | 0.2% | n/c | 1 | SEC ↗ |
| 92 | Sei Investments Co | 1.49M | n/a | $149.06M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 93 | State Board Of Administration Of… | 1.49M | n/a | $148.82M | 0.3% | n/c | 1 | SEC ↗ |
| 94 | Aviva Plc | 1.44M | n/a | $144.20M | 0.2% | n/c | 1 | SEC ↗ |
| 95 | Truist Financial Corp | 1.41M | n/a | $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 | n/a | $134.57M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 98 | Royal London Asset Management Ltd | 1.33M | n/a | $133.13M | 0.3% | n/c | 1 | SEC ↗ |
| 99 | Korea Investment CORP | 1.33M | n/a | $132.71M | 0.3% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Nova Scotia | 1.31M | n/a | $130.92M | 0.2% | n/c | 1 | SEC ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Norges Bank | $1.99B | 0.2% |
Encerrado
| Nenhuma saída rastreada neste trimestre. |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 2,301 detentores, 1.34B ações, $119.45B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Sep 01
Hathi Neesha
Officer · 3.18K ações · $346,428
Aug 28
Hathi Neesha
Officer · 3.18K ações · $343,498
Aug 28
Bettinger Walter W
Officer, Director · 74.39K ações · $8.25M
Aug 26
Schwab-Pomerantz Carolyn
Director · 9.18K ações · $1.00M
Aug 24
Bettinger Walter W
Officer, Director · 176.21K ações · $20.00M
Aug 24
Schwab Charles R.
Officer, Director · 117.00K ações · $13.24M
Aug 17
Beatty Jonathan S
Officer · 1.00K ações · $111,330
Aug 14
Craig Jonathan M.
Officer · 21.87K ações · $2.43M
Aug 13
Howard Dennis
Officer · 2.20K ações · $241,780
Aug 12
Schwab Charles R.
Officer, Director · 46.41K ações · $5.02M
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q4 2025 ·
Metodologia ·
Obtenha isto via API