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 2,332 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	VANGUARD GROUP INC CIK 102909 · View history	$15.04B 150,528,952 shares	0.22%	-1.06M(-0.70%)Reduced	SEC filing ↗ Jan 29, 2026	▾
02	BlackRock, Inc. CIK 2012383 · View history	$13.40B 134,167,833 shares	0.23%	+1.89M(+1.40%)Added	SEC filing ↗ Feb 12, 2026	▾
03	DODGE & COX CIK 200217 · View history	$7.64B 76,513,926 shares	4.13%	-6.53M(-7.90%)Reduced	SEC filing ↗ Feb 13, 2026	▾
04	STATE STREET CORP CIK 93751 · View history	$7.26B 72,626,508 shares	0.24%	-529.78K(-0.70%)Reduced	SEC filing ↗ Feb 13, 2026	▾
05	JPMORGAN CHASE & CO CIK 19617 · View history	$6.71B 67,190,915 shares	0.45%	+6.60M(+10.90%)Added	SEC filing ↗ Feb 11, 2026	▾
06	PRICE T ROWE ASSOCIATES INC /MD/ CIK 80255 · View history	$4.91B 49,096,235 shares	0.53%	-8.35M(-14.50%)Reduced	SEC filing ↗ Feb 17, 2026	▾
07	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$3.75B 37,667,640 shares	0.23%	+98.24K(+0.30%)Added	SEC filing ↗ Feb 9, 2026	▾
08	FMR LLC CIK 315066 · View history	$3.38B 33,834,232 shares	0.17%	+2.31M(+7.30%)Added	SEC filing ↗ Feb 17, 2026	▾
09	FRANKLIN RESOURCES INC CIK 38777 · View history	$3.02B 30,184,369 shares	0.74%	+78.02K(+0.30%)Added	SEC filing ↗ Feb 11, 2026	▾
10	PRIMECAP MANAGEMENT CO/CA/ CIK 763212 · View history	$2.33B 23,276,071 shares	1.76%	+2.07M(+9.70%)Added	SEC filing ↗ Feb 11, 2026	▾
11	MORGAN STANLEY CIK 895421 · Amended · View history	$2.32B 23,233,235 shares	0.14%	-1.49M(-6.00%)Reduced	SEC filing ↗ May 27, 2026	▾
12	HARRIS ASSOCIATES L P CIK 813917 · View history	$2.20B 22,031,493 shares	2.79%	+795.88K(+3.70%)Added	SEC filing ↗ Feb 17, 2026	▾
13	Fisher Asset Management, LLC CIK 850529 · View history	$2.18B 21,818,514 shares	0.74%	+171.93K(+0.80%)Added	SEC filing ↗ Feb 9, 2026	▾
14	NORGES BANK CIK 1374170 · View history	$1.99B 19,959,856 shares	0.21%	+19.96MNew	SEC filing ↗ Feb 10, 2026	▾
15	Artisan Partners Limited Partnership CIK 1466153 · View history	$1.72B 17,206,336 shares	2.63%	-519.33K(-2.90%)Reduced	SEC filing ↗ Feb 17, 2026	▾
16	NORTHERN TRUST CORP CIK 73124 · View history	$1.66B 16,596,600 shares	0.21%	-405.03K(-2.40%)Reduced	SEC filing ↗ Feb 17, 2026	▾
17	Invesco Ltd. CIK 914208 · Amended · View history	$1.64B 16,425,579 shares	0.15%	+484.56K(+3.00%)Added	SEC filing ↗ Feb 19, 2026	▾
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 912938 · View history	$1.54B 15,366,868 shares	0.50%	-1.72M(-10.10%)Reduced	SEC filing ↗ Jan 22, 2026	▾
19	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$1.51B 15,092,839 shares	0.11%	-15.93K(-0.10%)Reduced	SEC filing ↗ Feb 17, 2026	▾
20	VIKING GLOBAL INVESTORS LP CIK 1103804 · View history	$1.39B 13,872,905 shares	3.68%	-2.71M(-16.30%)Reduced	SEC filing ↗ Feb 17, 2026	▾

Showing 20 / 2,332 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

2,332

Cancelled or null records excluded

Disclosed shares

1,456,244,027

Not deduplicated across managers

Disclosed value

$145.45B

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 · Q4 2025

Explore all 2,332 reporting institutions.

This page includes 20 of 2,332 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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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.