Ficha del valor
SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
181Tenedores rastreados
+3Δ titulares
1.18BAcciones mantenidas
$109.63BValor declarado
+7Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.7% ·
flujo de acciones +1.3% ·
nuevas posiciones netas +2.2%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 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 ✦ (pasivo) | 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 ✦ (pasivo) | 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 ✦ (pasivo) | 22.66M | Nuevo | $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 | Nuevo | $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 ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $2.09B | 0.2% |
| Renaissance Technologies | $176.34M | 0.2% |
Posición cerrada
| Alyeska Investment Group, L.P. | $69.55M | era 0.2% |
| Holocene Advisors, LP | $45.22M | era 0.1% |
| Capital Research Global… | $30.97M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,301 tenedores, 1.34B acciones, $119.45B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 01
Hathi Neesha
Officer · 3.18K acc. · $346,428
Aug 28
Hathi Neesha
Officer · 3.18K acc. · $343,498
Aug 28
Bettinger Walter W
Officer, Director · 74.39K acc. · $8.25M
Aug 26
Schwab-Pomerantz Carolyn
Director · 9.18K acc. · $1.00M
Aug 24
Bettinger Walter W
Officer, Director · 176.21K acc. · $20.00M
Aug 24
Schwab Charles R.
Officer, Director · 117.00K acc. · $13.24M
Aug 17
Beatty Jonathan S
Officer · 1.00K acc. · $111,330
Aug 14
Craig Jonathan M.
Officer · 21.87K acc. · $2.43M
Aug 13
Howard Dennis
Officer · 2.20K acc. · $241,780
Aug 12
Schwab Charles R.
Officer, Director · 46.41K acc. · $5.02M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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