Security record
SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
181Tracked holders
+3Δ holders
1.18BShares held
$109.63BReported value
+7New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +1.7% ·
share flow +1.3% ·
net new positions +2.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 134.41M | +0.9% | $12.40B | 0.2% | ▲ Add | 5 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 107.33M | -0.9% | $9.90B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Dodge & Cox ✦ | 76.97M | +2.6% | $7.10B | 3.7% | ▲ Add | 9 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 73.17M | +0.6% | $6.75B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 49.17M | -33.4% | $4.45B | 0.3% | ▼ Trim | 4 | SEC ↗ ×22 |
| 6 | Fidelity (FMR) ✦ | 44.27M | +24.0% | $4.08B | 0.2% | ▲ Add | 5 | SEC ↗ ×7 |
| 7 | T. Rowe Price ✦ | 43.29M | -11.0% | $3.99B | 0.4% | ▼ Trim | 9 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (passive) | 37.29M | -3.6% | $3.43B | 0.2% | ▼ Trim | 9 | SEC ↗ ×2 |
| 9 | Franklin Resources Inc | 36.48M | +14.6% | $3.37B | 0.7% | ▲ Add | 3 | SEC ↗ ×16 |
| 10 | PRIMECAP Management ✦ | 25.12M | +7.2% | $2.32B | 1.4% | ▲ Add | 9 | SEC ↗ |
| 11 | Harris Associates (Oakmark) ✦ | 24.20M | +10.9% | $2.23B | 3.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 12 | Massachusetts Financial Services Co… | 13.36M | -8.0% | $2.13B | 0.7% | ▼ Trim | 3 | SEC ↗ ×9 |
| 13 | Morgan Stanley ✦ | 22.79M | +3.5% | $2.10B | 0.1% | ▲ Add | 4 | SEC ↗ ×24 |
| 14 | Norges Bank ✦ (passive) | 22.66M | New | $2.09B | 0.2% | New | 1 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 21.95M | -1.2% | $2.03B | 0.6% | ▼ Trim | 9 | SEC ↗ |
| 16 | Artisan Partners Limited Partnership | 18.93M | +8.5% | $1.75B | 2.8% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 15.99M | +2.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 18 | Northern Trust Corp | 15.95M | -2.5% | $1.47B | 0.2% | ▼ Trim | 3 | SEC ↗ ×11 |
| 19 | Invesco Ltd. | 13.09M | -22.8% | $1.21B | 0.1% | ▼ Trim | 3 | SEC ↗ ×22 |
| 20 | Goldman Sachs Group ✦ | 12.65M | +11.2% | $1.17B | 0.1% | ▲ Add | 4 | SEC ↗ ×6 |
| 21 | Ameriprise Financial Inc | 12.53M | +42.8% | $1.16B | 0.2% | ▲ Add | 3 | SEC ↗ ×8 |
| 22 | UBS AM, a distinct business unit of… | 11.84M | -0.3% | $1.09B | 0.2% | ▼ Trim | 3 | SEC ↗ ×11 |
| 23 | Bamco Inc /Ny/ | 11.66M | +56.1% | $1.08B | 1.6% | ▲ Add | 3 | SEC ↗ |
| 24 | Alliancebernstein L.P. | 11.23M | -10.4% | $1.06B | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Viking Global Investors ✦ | 10.64M | -27.4% | $981.65M | 2.8% | ▼ Trim | 8 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 10.49M | -35.1% | $967.85M | 0.2% | ▼ Trim | 3 | SEC ↗ ×21 |
| 27 | UBS Group AG | 9.62M | +66.4% | $887.34M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 28 | Charles Schwab Investment… | 9.47M | -1.2% | $874.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Legal & General Group Plc | 9.40M | -6.6% | $867.67M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Brown Advisory Inc | 9.32M | +1.9% | $859.86M | 1.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Baird Financial Group, Inc. | 8.72M | +3.3% | $804.81M | 1.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Two Sigma Investments ✦ | 8.43M | +57.2% | $777.44M | 0.6% | ▲ Add | 9 | SEC ↗ |
| 33 | Wellington Management ✦ | 7.97M | +1738.2% | $735.49M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 34 | Arrowstreet Capital ✦ | 7.63M | +158.5% | $704.25M | 0.3% | ▲ Add | 9 | SEC ↗ |
| 35 | Amundi | 6.85M | +22.6% | $632.12M | 0.2% | ▲ Add | 3 | SEC ↗ ×6 |
| 36 | Deutsche Bank Ag\ | 6.66M | +25.3% | $614.18M | 0.2% | ▲ Add | 3 | SEC ↗ ×12 |
| 37 | Dimensional Fund Advisors Lp | 6.31M | +9.9% | $582.11M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 38 | Nuveen, LLC | 5.89M | -2.0% | $543.11M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 39 | D. E. Shaw & Co. ✦ | 5.78M | +121.0% | $533.28M | 0.3% | ▲ Add | 9 | SEC ↗ ×2 |
| 40 | Envestnet Asset Management Inc | 5.57M | -0.9% | $514.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 5.20M | +7.0% | $480.23M | 0.1% | ▲ Add | 3 | SEC ↗ ×15 |
| 42 | American Century Companies Inc | 4.94M | +91.2% | $455.40M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 43 | First Trust Advisors Lp | 4.80M | +42.0% | $442.45M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 44 | Nordea Investment Management Ab | 4.70M | +28.1% | $436.53M | 0.4% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | National Pension Service | 4.51M | +0.7% | $416.43M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 4.03M | +100.8% | $371.47M | 0.1% | ▲ Add | 9 | SEC ↗ ×10 |
| 47 | Mitsubishi UFJ Asset Management… | 4.02M | +5.5% | $370.66M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 48 | Allianz Asset Management GmbH | 3.81M | +77.2% | $351.87M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Barclays Plc | 3.66M | -11.9% | $337.42M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 50 | Hsbc Holdings Plc | 3.60M | +5.2% | $332.45M | 0.2% | ▲ Add | 3 | SEC ↗ ×10 |
| 51 | Capital International Investors | 3.60M | +3.6% | $332.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Assenagon Asset Management S.A. | 3.49M | +69.9% | $321.83M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Bnp Paribas Financial Markets | 3.48M | +4.0% | $321.38M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 54 | Sumitomo Mitsui Trust Group, Inc. | 3.46M | -2.6% | $319.28M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 3.41M | +33.7% | $314.29M | 0.2% | ▲ Add | 9 | SEC ↗ ×2 |
| 56 | Lazard Asset Management Llc | 3.35M | +16.9% | $308.78M | 0.5% | ▲ Add | 3 | SEC ↗ ×3 |
| 57 | Wells Fargo & Company/Mn | 3.19M | -10.8% | $294.30M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 58 | Canada Pension Plan Investment Board | 3.19M | -11.9% | $294.09M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 59 | Raymond James Financial Inc | 3.08M | +12.9% | $284.55M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 60 | California Public Employees… | 2.99M | -1.3% | $275.61M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 61 | Rhumbline Advisers | 2.78M | -3.7% | $256.90M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 62 | Principal Financial Group Inc | 2.74M | -3.9% | $253.01M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 63 | Connor, Clark & Lunn Investment… | 2.68M | +30.0% | $247.43M | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 64 | Prudential Financial Inc | 2.60M | +2.9% | $240.31M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Neuberger Berman Group LLC | 2.56M | -6.6% | $235.70M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | Bank Of Montreal /Can/ | 2.54M | -8.2% | $234.24M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 67 | Focus Partners Wealth | 2.50M | +10.8% | $230.54M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 68 | Mariner, LLC | 2.38M | +12.0% | $219.17M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Us Bancorp \De\ | 2.29M | 0.0% | $211.22M | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 70 | Ensign Peak Advisors, Inc | 2.28M | -5.4% | $210.13M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 71 | Clearbridge Investments, LLC | 2.26M | -42.8% | $208.75M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 2.22M | +8.6% | $204.81M | 0.2% | ▲ Add | 3 | SEC ↗ ×26 |
| 73 | Jane Street Group, Llc | 2.18M | +48.8% | $201.16M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 74 | Citigroup Inc | 2.15M | +11.9% | $198.59M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 75 | Caisse De Depot Et Placement Du… | 2.12M | +833.1% | $195.61M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 76 | Man Group plc | 2.06M | +224.4% | $190.42M | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Qube Research & Technologies Ltd | 2.04M | -0.3% | $188.03M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 78 | Renaissance Technologies ✦ | 1.91M | New | $176.34M | 0.2% | New | 1 | SEC ↗ |
| 79 | CIBC Bancorp USA Inc. | 1.87M | -8.2% | $172.72M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 80 | LPL Financial LLC | 1.85M | +3.2% | $170.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | BNP Paribas Asset Management… | 1.84M | -10.0% | $169.47M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Healthcare Of Ontario Pension Plan… | 1.76M | -36.8% | $162.58M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank Julius Baer & Co. Ltd, Zurich | 1.74M | -9.0% | $160.20M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 84 | New York State Common Retirement… | 1.66M | -6.6% | $153.26M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 85 | Aberdeen Group plc | 1.64M | +13.9% | $151.68M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 86 | Manufacturers Life Insurance… | 1.63M | -9.1% | $150.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 87 | Danske Bank A/S | 1.62M | -4.1% | $149.27M | 0.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 88 | Jones Financial Companies Lllp | 1.58M | -7.1% | $143.49M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 89 | Cerity Partners LLC | 1.54M | +9.3% | $142.49M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 90 | Sei Investments Co | 1.48M | -23.0% | $136.73M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 91 | State Board Of Administration Of… | 1.43M | -3.9% | $132.08M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 92 | Aviva Plc | 1.43M | -3.6% | $131.58M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 93 | Markel Group ✦ | 1.39M | +0.8% | $128.70M | 1.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 94 | PFA Pension, Forsikringsaktieselskab | 1.39M | +23.9% | $127.87M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 95 | Hrt Financial Lp | 1.37M | +154.6% | $126.02M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 96 | Royal London Asset Management Ltd | 1.31M | -1.7% | $121.00M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 97 | Universal- Beteiligungs- und… | 1.31M | +3.6% | $120.62M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 98 | National Bank Of Canada /Fi/ | 1.28M | +13.9% | $118.29M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 99 | Truist Financial Corp | 1.27M | -3.6% | $117.61M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 100 | Parnassus Investments, Llc | 1.26M | -2.0% | $116.11M | 0.3% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $2.09B | 0.2% |
| Renaissance Technologies | $176.34M | 0.2% |
Exited
| Alyeska Investment Group, L.P. | $69.55M | was 0.2% |
| Holocene Advisors, LP | $45.22M | was 0.1% |
| Capital Research Global… | $30.97M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,301 holders, 1.34B shares, $119.45B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 01
Hathi Neesha
Officer · 3.18K sh · $346,428
Aug 28
Hathi Neesha
Officer · 3.18K sh · $343,498
Aug 28
Bettinger Walter W
Officer, Director · 74.39K sh · $8.25M
Aug 26
Schwab-Pomerantz Carolyn
Director · 9.18K sh · $1.00M
Aug 24
Bettinger Walter W
Officer, Director · 176.21K sh · $20.00M
Aug 24
Schwab Charles R.
Officer, Director · 117.00K sh · $13.24M
Aug 17
Beatty Jonathan S
Officer · 1.00K sh · $111,330
Aug 14
Craig Jonathan M.
Officer · 21.87K sh · $2.43M
Aug 13
Howard Dennis
Officer · 2.20K sh · $241,780
Aug 12
Schwab Charles R.
Officer, Director · 46.41K sh · $5.02M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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