Registro do valor mobiliário · trimestre arquivado
SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
180Detentores rastreados
-4Δ titulares
1.15BAções mantidas
$108.59BValor reportado
+3Novas posições
−8Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -2.2% ·
fluxo de ações -0.9% ·
novas posições líquidas -2.8%
— fórmula
Distribuição ampla — queda de ações e redução do número de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 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 ✦ (passivo) | 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 |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nenhum novo comprador rastreado neste trimestre. |
Encerrado
| Norges Bank | $1.99B | era 0.2% |
| Marshall Wace | $286.34M | era 0.3% |
| Renaissance Technologies | $180.91M | era 0.3% |
| Peak6 Llc | $9.52M | era 0.1% |
| Optiver Holding B.V. | $5.74M | era 0.1% |
| Group One Trading Llc | $2.69M | era 0.1% |
| Grantham, Mayo, Van Otterloo… | $1.34M | era 0.0% |
| LMR Partners LLP | $100 | era 0.0% |
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 participação 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: Q1 2026 ·
Metodologia ·
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