Catatan efek · kuartal yang diarsipkan
SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
180Pemegang yang dilacak
-4Δ pemegang
1.15BSaham yang dipegang
$108.59BNilai yang dilaporkan
+3Posisi baru
−8Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -2.2% ·
aliran saham -0.9% ·
posisi baru bersih -2.8%
— formula
Distribusi luas — penurunan saham dan lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 181 | +3 | 1.18B | $109.63B | +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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 133.16M | -0.8% | $12.51B | 0.2% | ▼ Trim | 4 | SEC ↗ ×23 |
| 2 | Vanguard Capital Management Llc | 108.35M | — | $10.18B | 0.3% | n/c | 1 | SEC ↗ |
| 3 | Dodge & Cox ✦ | 75.00M | -2.0% | $7.05B | 3.9% | ▼ Trim | 8 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 73.85M | +9.9% | $6.87B | 0.5% | ▲ Add | 3 | SEC ↗ ×21 |
| 5 | State Street Global Advisors ✦ (pasif) | 72.76M | +0.2% | $6.84B | 0.2% | ▲ Add | 6 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 48.64M | -0.9% | $4.57B | 0.5% | ▼ Trim | 8 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (pasif) | 38.69M | +2.7% | $3.62B | 0.2% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Fidelity (FMR) ✦ | 35.69M | +5.5% | $3.35B | 0.2% | ▲ Add | 4 | SEC ↗ ×7 |
| 9 | Franklin Resources Inc | 31.83M | +5.4% | $2.99B | 0.7% | ▲ Add | 2 | SEC ↗ ×16 |
| 10 | Massachusetts Financial Services Co… | 14.52M | -5.5% | $2.25B | 0.8% | ▼ Trim | 2 | SEC ↗ ×9 |
| 11 | PRIMECAP Management ✦ | 23.44M | +0.7% | $2.20B | 1.7% | ▲ Add | 8 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 22.22M | +1.8% | $2.09B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 22.03M | -5.2% | $2.07B | 0.1% | ▼ Trim | 3 | SEC ↗ ×24 |
| 14 | Harris Associates (Oakmark) ✦ | 21.81M | -1.0% | $2.05B | 2.7% | ▼ Trim | 8 | SEC ↗ ×2 |
| 15 | Artisan Partners Limited Partnership | 17.45M | +1.4% | $1.64B | 2.7% | ▲ Add | 2 | SEC ↗ |
| 16 | Invesco Ltd. | 16.96M | +3.2% | $1.59B | 0.2% | ▲ Add | 2 | SEC ↗ ×22 |
| 17 | Northern Trust Corp | 16.36M | -1.4% | $1.54B | 0.2% | ▼ Trim | 2 | SEC ↗ ×11 |
| 18 | Bank of New York Mellon Corp | 16.16M | +22.9% | $1.52B | 0.3% | ▲ Add | 2 | SEC ↗ ×25 |
| 19 | Bank Of America Corp /De/ | 15.62M | +3.5% | $1.47B | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 20 | Viking Global Investors ✦ | 14.66M | +5.7% | $1.38B | 3.9% | ▲ Add | 7 | SEC ↗ |
| 21 | Alliancebernstein L.P. | 12.53M | -5.0% | $1.25B | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | UBS AM, a distinct business unit of… | 11.88M | +5.7% | $1.12B | 0.2% | ▲ Add | 2 | SEC ↗ ×11 |
| 23 | Goldman Sachs Group ✦ | 11.37M | +16.6% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 24 | Legal & General Group Plc | 10.07M | +5.2% | $946.58M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Charles Schwab Investment… | 9.59M | +2.4% | $901.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Brown Advisory Inc | 9.14M | -25.0% | $859.17M | 1.4% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Ameriprise Financial Inc | 8.77M | -3.2% | $824.42M | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 28 | Baird Financial Group, Inc. | 8.45M | +5.9% | $793.70M | 1.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Bamco Inc /Ny/ | 7.46M | +5.7% | $701.50M | 2.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Nuveen, LLC | 6.01M | +3.5% | $564.70M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | UBS Group AG | 5.78M | -21.5% | $543.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 32 | Dimensional Fund Advisors Lp | 5.74M | +1.1% | $539.71M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 33 | Envestnet Asset Management Inc | 5.62M | +3.4% | $528.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Amundi | 5.59M | -13.7% | $524.94M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 35 | Boston Partners | 5.49M | +17.8% | $515.67M | 0.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 36 | Two Sigma Investments ✦ | 5.36M | +107.8% | $503.76M | 0.4% | ▲ Add | 8 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 5.31M | -11.3% | $499.35M | 0.2% | ▼ Trim | 2 | SEC ↗ ×14 |
| 38 | Royal Bank Of Canada | 4.86M | -3.8% | $457.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×13 |
| 39 | National Pension Service | 4.48M | +10.5% | $421.42M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 40 | Barclays Plc | 4.15M | -2.1% | $390.10M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 41 | Clearbridge Investments, LLC | 3.96M | -9.5% | $371.90M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mitsubishi UFJ Asset Management… | 3.81M | +6.7% | $357.68M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 43 | Canada Pension Plan Investment Board | 3.62M | -12.4% | $340.15M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 44 | Nordea Investment Management Ab | 3.67M | +6.8% | $339.59M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | Wells Fargo & Company/Mn | 3.58M | +10.3% | $336.06M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 3.55M | -7.1% | $333.86M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 47 | Capital International Investors | 3.48M | +37.8% | $326.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Hsbc Holdings Plc | 3.42M | -56.7% | $321.66M | 0.2% | ▼ Trim | 2 | SEC ↗ ×10 |
| 49 | First Trust Advisors Lp | 3.38M | +29.0% | $317.39M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 50 | Bnp Paribas Financial Markets | 3.35M | +28.9% | $314.79M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 51 | California Public Employees… | 3.03M | -16.6% | $284.42M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 52 | Arrowstreet Capital ✦ | 2.95M | -10.3% | $277.44M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 53 | Voya Investment Management Llc | 2.91M | +73.6% | $273.93M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 54 | Rhumbline Advisers | 2.89M | -1.8% | $271.67M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 55 | Lazard Asset Management Llc | 2.86M | +9.5% | $269.14M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | Principal Financial Group Inc | 2.85M | -10.4% | $268.01M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | Healthcare Of Ontario Pension Plan… | 2.79M | +63.4% | $261.88M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 2.77M | -8.9% | $259.98M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 59 | Neuberger Berman Group LLC | 2.74M | +13.5% | $257.18M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | Raymond James Financial Inc | 2.73M | +13.2% | $256.77M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 61 | D. E. Shaw & Co. ✦ | 2.62M | -67.1% | $245.83M | 0.2% | ▼ Trim | 8 | SEC ↗ ×2 |
| 62 | California State Teachers… | 2.60M | -4.0% | $244.25M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 63 | American Century Companies Inc | 2.58M | -8.5% | $242.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 2.55M | -46.1% | $239.44M | 0.2% | ▼ Trim | 8 | SEC ↗ ×2 |
| 65 | Prudential Financial Inc | 2.53M | +10.8% | $237.94M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Ensign Peak Advisors, Inc | 2.41M | -11.2% | $226.16M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 67 | Us Bancorp \De\ | 2.29M | -0.2% | $215.15M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 68 | Focus Partners Wealth | 2.25M | +7.3% | $211.80M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 69 | Allianz Asset Management GmbH | 2.15M | +33.4% | $202.29M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 70 | Mariner, LLC | 2.12M | +282.5% | $199.35M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 71 | Janus Henderson Group Plc | 2.07M | -69.8% | $194.98M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 72 | Connor, Clark & Lunn Investment… | 2.06M | +31.1% | $193.86M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 73 | Assenagon Asset Management S.A. | 2.05M | -2.0% | $192.96M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 2.05M | +1.6% | $192.15M | 0.2% | ▲ Add | 2 | SEC ↗ ×21 |
| 75 | Qube Research & Technologies Ltd | 2.04M | +35.2% | $192.02M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 76 | BNP Paribas Asset Management… | 2.04M | +61.3% | $191.84M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | CIBC Bancorp USA Inc. | 2.04M | — | $191.55M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 78 | AQR Capital Management ✦ | 2.00M | -13.8% | $188.41M | 0.1% | ▼ Trim | 8 | SEC ↗ ×11 |
| 79 | Citigroup Inc | 1.92M | +22.9% | $180.83M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 80 | Sei Investments Co | 1.92M | +29.0% | $180.82M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 81 | Bank Julius Baer & Co. Ltd, Zurich | 1.91M | +19.0% | $179.50M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 82 | LPL Financial LLC | 1.79M | +0.7% | $168.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Manufacturers Life Insurance… | 1.79M | -9.4% | $168.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 84 | New York State Common Retirement… | 1.78M | -1.5% | $167.10M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 85 | Danske Bank A/S | 1.69M | +1.7% | $158.48M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 86 | Jones Financial Companies Lllp | 1.70M | +1580.3% | $157.28M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 87 | Adage Capital Partners ✦ | 1.67M | -2.5% | $156.60M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 88 | State Board Of Administration Of… | 1.49M | 0.0% | $139.96M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 89 | Aviva Plc | 1.48M | +2.5% | $138.97M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 90 | Jane Street Group, Llc | 1.47M | +137.8% | $137.70M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 91 | Aberdeen Group plc | 1.44M | +7.1% | $135.58M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 92 | Cerity Partners LLC | 1.41M | +27.0% | $132.83M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 93 | Markel Group ✦ | 1.38M | +0.6% | $130.05M | 1.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 94 | Federated Hermes, Inc. | 1.35M | +74.4% | $126.51M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 95 | Royal London Asset Management Ltd | 1.33M | +0.1% | $125.36M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 96 | Truist Financial Corp | 1.32M | -6.2% | $124.27M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 97 | Parnassus Investments, Llc | 1.28M | -0.9% | $120.74M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 98 | Universal- Beteiligungs- und… | 1.27M | +1.6% | $118.55M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 99 | Korea Investment CORP | 1.21M | -8.7% | $113.99M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 100 | Schroder Investment Management Group | 1.22M | — | $113.86M | 0.1% | n/c | 1 | SEC ↗ ×3 |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Norges Bank | $1.99B | adalah 0.2% |
| Marshall Wace | $286.34M | adalah 0.3% |
| Renaissance Technologies | $180.91M | adalah 0.3% |
| Peak6 Llc | $9.52M | adalah 0.1% |
| Optiver Holding B.V. | $5.74M | adalah 0.1% |
| Group One Trading Llc | $2.69M | adalah 0.1% |
| Grantham, Mayo, Van Otterloo… | $1.34M | adalah 0.0% |
| LMR Partners LLP | $100 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 2,301 pemegang, 1.34B saham, $119.45B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Pembelian di pasar terbuka (P)
Tidak ada pembelian insider di pasar terbuka dalam jendela cakupan kami.
Penjualan di pasar terbuka (S)
Sep 01
Hathi Neesha
Officer · 3.18K lbr · $346,428
Aug 28
Hathi Neesha
Officer · 3.18K lbr · $343,498
Aug 28
Bettinger Walter W
Officer, Director · 74.39K lbr · $8.25M
Aug 26
Schwab-Pomerantz Carolyn
Director · 9.18K lbr · $1.00M
Aug 24
Bettinger Walter W
Officer, Director · 176.21K lbr · $20.00M
Aug 24
Schwab Charles R.
Officer, Director · 117.00K lbr · $13.24M
Aug 17
Beatty Jonathan S
Officer · 1.00K lbr · $111,330
Aug 14
Craig Jonathan M.
Officer · 21.87K lbr · $2.43M
Aug 13
Howard Dennis
Officer · 2.20K lbr · $241,780
Aug 12
Schwab Charles R.
Officer, Director · 46.41K lbr · $5.02M
Penghargaan, eksekusi, dan pemotongan pajak tidak pernah dihitung sebagai pembelian atau penjualan di sini. Metodologi
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API