13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Security Brokers, Dealers & Flotation CompaniesCheap mega-capRe-rated
SCHW

SCHWAB CHARLES CORP

2,449 institutions still hold SCHWAB CHARLES CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808513105·Security Brokers, Dealers & Flotation Companies·2,449 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.1%
vs prior quarter
13F value held
$75.7B
57.0% inst. owned
of float
Holders
2,449
-6 QoQ
filers reporting
Activity
+59 / −32
+837 added · −813 reduced
this quarter
Concentration
16.53%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

2,449 institutions reported SCHW in Q1 2026. BlackRock, Inc. leads at 16.5% of the visible book. -6 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$12.5B133.2M0.22%Q1 202602
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119
$10.2B108.4M0.25%Q1 202603
DODGE & COX
CIK 0000200217
$7.0B75.0M3.87%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$6.9B73.8M0.44%Q1 202605
STATE STREET CORP
CIK 0000093751
$6.8B72.8M0.24%Q1 202606
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$3.6B38.7M0.23%Q1 202607
FMR LLC
CIK 0000315066
$3.4B35.7M0.18%Q1 202608
FRANKLIN RESOURCES INC
CIK 0000038777
$3.0B31.8M0.73%Q1 202609
Vanguard Portfolio Management
CIK 0002100121
$2.5B26.6M0.13%Q1 202610
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$2.3B14.5M0.76%Q1 202611
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
$2.2B23.4M1.73%Q1 202612
Fisher Asset Management, LLC
CIK 0000850529
$2.1B22.2M0.71%Q1 202613
MORGAN STANLEY
CIK 0000895421
$2.1B22.0M0.12%Q1 202614
HARRIS ASSOCIATES L P
CIK 0000813917
$2.0B21.8M2.73%Q1 202615
Artisan Partners Limited Partnership
CIK 0001466153
$1.6B17.5M2.63%Q1 202616
Invesco Ltd.
CIK 0000914208
$1.6B17.0M0.24%Q1 202617
NORTHERN TRUST CORP
CIK 0000073124· Index
$1.5B16.4M0.20%Q1 202618
Bank of New York Mellon Corp
CIK 0001390777
$1.5B16.2M0.28%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.5B15.6M0.11%Q1 202620
VIKING GLOBAL INVESTORS LP
CIK 0001103804
$1.4B14.7M3.86%Q1 2026
Page 1 of 123
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