Company · Ownership research

SCHWAB CHARLES CORP SCHW

CIK 0000316709 · CUSIP 808513105

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 808513105 (SCHW), not CUSIP 808513905 (SCHW), CUSIP 808513955 (SCHW), and does not merge CUSIPs.

This page lists the top 20 of 1,900 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	TORONTO DOMINION BANK CIK 947263 · View history	$16.65B 225,962,971 shares	26.71%	-122.39K(-0.10%)Reduced	SEC filing ↗ Aug 14, 2024	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$9.01B 122,207,640 shares	0.17%	+1.24M(+1.00%)Added	SEC filing ↗ Aug 13, 2024	▾
03	BlackRock Inc. CIK 1364742 · View history	$7.44B 101,023,390 shares	0.17%	+1.49M(+1.50%)Added	SEC filing ↗ Aug 13, 2024	▾
04	DODGE & COX CIK 200217 · View history	$6.32B 85,787,053 shares	3.79%	-510.04K(-0.60%)Reduced	SEC filing ↗ Aug 13, 2024	▾
05	PRICE T ROWE ASSOCIATES INC /MD/ CIK 80255 · View history	$6.28B 85,194,207 shares	0.75%	+12.89M(+17.80%)Added	SEC filing ↗ Aug 14, 2024	▾
06	STATE STREET CORP CIK 93751 · View history	$4.54B 61,661,498 shares	0.20%	+122.25K(+0.20%)Added	SEC filing ↗ Aug 14, 2024	▾
07	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$3.24B 43,992,195 shares	0.28%	+3.16M(+7.70%)Added	SEC filing ↗ Dec 26, 2024	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$2.18B 29,696,137 shares	0.19%	+652.61K(+2.20%)Added	SEC filing ↗ Aug 9, 2024	▾
09	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 912938 · View history	$1.99B 26,967,993 shares	0.61%	-3.79M(-12.30%)Reduced	SEC filing ↗ Aug 9, 2024	▾
10	MORGAN STANLEY CIK 895421 · Amended · View history	$1.71B 23,181,092 shares	0.13%	-108.03K(-0.50%)Reduced	SEC filing ↗ May 14, 2025	▾
11	HARRIS ASSOCIATES L P CIK 813917 · View history	$1.69B 22,925,061 shares	2.86%	+151.41K(+0.70%)Added	SEC filing ↗ Aug 14, 2024	▾
12	FRANKLIN RESOURCES INC CIK 38777 · View history	$1.56B 21,103,311 shares	0.48%	+1.59M(+8.20%)Added	SEC filing ↗ Aug 14, 2024	▾
13	Fisher Asset Management, LLC CIK 850529 · View history	$1.45B 19,696,294 shares	0.63%	+536.55K(+2.80%)Added	SEC filing ↗ Aug 14, 2024	▾
14	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$1.33B 18,095,458 shares	0.13%	-1.16M(-6.00%)Reduced	SEC filing ↗ Aug 14, 2024	▾
15	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 1694217 · Amended · View history	$1.13B 15,309,773 shares	1.24%	+13.22M(+632.70%)Added	SEC filing ↗ May 4, 2026	▾
16	ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history	$1.10B 14,940,692 shares	0.38%	-2.01M(-11.90%)Reduced	SEC filing ↗ Aug 14, 2024	▾
17	NORGES BANK CIK 1374170 · View history	$1.09B 14,819,884 shares	0.16%	+765.71K(+5.40%)Added	SEC filing ↗ Aug 14, 2024	▾
18	NORTHERN TRUST CORP CIK 73124 · View history	$1.06B 14,357,879 shares	0.18%	+72.75K(+0.50%)Added	SEC filing ↗ Aug 14, 2024	▾
19	Artisan Partners Limited Partnership CIK 1466153 · View history	$954.12M 12,947,772 shares	1.45%	-45.13K(-0.30%)Reduced	SEC filing ↗ Aug 12, 2024	▾
20	Nuveen Asset Management, LLC CIK 1521019 · View history	$953.57M 12,940,272 shares	0.28%	-165.02K(-1.30%)Reduced	SEC filing ↗ Aug 9, 2024	▾

Showing 20 / 1,900 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

1,900

Cancelled or null records excluded

Disclosed shares

1,499,306,229

Not deduplicated across managers

Disclosed value

$110.45B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

SCHWAB CHARLES CORP · Q2 2024

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.