Effectdossier · gearchiveerd kwartaal
SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
180Gevolgde houders
-4Δ houders
1.15BGehouden aandelen
$108.59BGerapporteerde waarde
+3Nieuwe posities
−8Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.2% ·
aandelenstroom -0.9% ·
netto nieuwe posities -2.8%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 181 | +3 | 1.18B | $109.60B | +7 | −3 |
| 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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 22 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 23 | BlackRock ✦ (passief) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 24 | Vanguard Capital Management Llc | 108.35M | — | $10.18B | 0.3% | n/c | 1 | SEC ↗ |
| 25 | Dodge & Cox ✦ | 75.00M | -2.0% | $7.05B | 3.9% | ▼ Trim | 8 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 47 | State Street Global Advisors ✦ (passief) | 72.76M | +0.2% | $6.84B | 0.2% | ▲ Add | 6 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 48.64M | -0.9% | $4.57B | 0.5% | ▼ Trim | 8 | SEC ↗ |
| 49 | T. Rowe Price ✦ | 48.64M | -0.9% | $4.57B | 0.5% | ▼ Trim | 8 | SEC ↗ |
| 50 | Geode Capital Management ✦ (passief) | 38.69M | +2.7% | $3.62B | 0.2% | ▲ Add | 8 | SEC ↗ |
| 51 | Geode Capital Management ✦ (passief) | 38.69M | +2.7% | $3.62B | 0.2% | ▲ Add | 8 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 35.69M | +5.5% | $3.35B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 35.69M | +5.5% | $3.35B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 35.69M | +5.5% | $3.35B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 35.69M | +5.5% | $3.35B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 35.69M | +5.5% | $3.35B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 35.69M | +5.5% | $3.35B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 35.69M | +5.5% | $3.35B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 59 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 60 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 61 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 62 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 63 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 64 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 65 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 66 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 67 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 68 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 69 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 70 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 71 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 72 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 73 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 74 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 75 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 76 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 77 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 78 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 79 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 80 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 81 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 82 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 83 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 84 | PRIMECAP Management ✦ | 23.44M | +0.7% | $2.20B | 1.7% | ▲ Add | 8 | SEC ↗ |
| 85 | Fisher Asset Management ✦ | 22.22M | +1.8% | $2.09B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 100 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Norges Bank | $1.99B | was 0.2% |
| Marshall Wace | $286.34M | was 0.3% |
| Renaissance Technologies | $180.91M | was 0.3% |
| Peak6 Llc | $9.52M | was 0.1% |
| Optiver Holding B.V. | $5.74M | was 0.1% |
| Group One Trading Llc | $2.69M | was 0.1% |
| Grantham, Mayo, Van Otterloo… | $1.34M | was 0.0% |
| LMR Partners LLP | $100 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 3 houders, 32.68K aandelen, $578,981 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)
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
Aug 10
Murtagh Nigel J
Officer · 24.78K aand · $2.70M
Aug 07
SNEED PAULA A
Director · 5.26K aand · $563,954
Aug 06
Murtagh Nigel J
Officer · 1.90K aand · $206,776
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: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API