Who owns SCHW
Institutions that file 13Fs hold 84% of the shares
Shares they hold, quarter on quarter
+2.2%
170 new, 787 added, 868 cut, 197 sold out
Top 10 holders
44%
of the shares institutions hold
A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.
Two kinds of filings agree
Smart money agrees
13F: Francois Rochon added +9%, Dodge & Cox added +3%, Bill Nygren added +11%, Chris Davis added +2% in the quarter ending Jun 30, 2026.
Form 4: Wurster Richard A (President & CEO) bought $1.8M in the open market since 2026-04-01.
Institutional owners
The 25 biggest holders
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 134.41M | $12.4B | 7.79% | Added +0.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 107.33M | $9.9B | 6.22% | Reduced -0.9% |
| Dodge & Cox | 76.97M | $7.1B | 4.46% | Added +2.6% |
| STATE STREET CORP | 73.17M | $6.8B | 4.24% | Added +0.6% |
| JPMORGAN CHASE & CO | 49.17M | $4.5B | 2.85% | Reduced -33.4% |
| FMR LLC | 44.27M | $4.1B | 2.56% | Added +24.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 43.29M | $4.0M | 2.51% | Reduced -11.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 37.29M | $3.4B | 2.16% | Reduced -3.6% |
| FRANKLIN RESOURCES INC | 36.48M | $3.4B | 2.11% | Added +14.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26.89M | $2.5B | 1.56% | Added +1.2% |
| PRIMECAP MANAGEMENT CO/CA/ | 25.12M | $2.3B | 1.46% | Added +7.2% |
| HARRIS ASSOCIATES L P | 24.20M | $2.2B | 1.40% | Added +11.0% |
| MORGAN STANLEY | 22.79M | $2.1B | 1.32% | Added +3.4% |
| NORGES BANK | 22.66M | $2.1B | 1.31% | New |
| Fisher Asset Management, LLC | 21.95M | $2.0B | 1.27% | Reduced -1.2% |
| Artisan Partners Limited Partnership | 18.93M | $1.7B | 1.10% | Added +8.5% |
| BANK OF AMERICA CORP /DE/ | 15.99M | $1.5B | 0.93% | Added +2.4% |
| NORTHERN TRUST CORP | 15.95M | $1.5B | 0.92% | Reduced -2.5% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.36M | $2.1B | 0.77% | Reduced -8.0% |
| Invesco Ltd. | 13.09M | $1.2B | 0.76% | Reduced -22.8% |
| GOLDMAN SACHS GROUP INC | 12.65M | $1.2B | 0.73% | Added +11.2% |
| AMERIPRISE FINANCIAL INC | 12.53M | $1.2B | 0.73% | Added +42.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.84M | $1.1B | 0.69% | Held |
| BAMCO INC /NY/ | 11.66M | $1.1B | 0.68% | Added +56.2% |
| ALLIANCEBERNSTEIN L.P. | 11.23M | $1.1B | 0.65% | Reduced -10.4% |
Show the other 15 holders
This quarter
Who bought and who sold the most shares
Bought the most shares
- NORGES BANK +22.66M, new
- FMR LLC +8.58M
- WELLINGTON MANAGEMENT GROUP LLP +7.54M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP +4.68M
- FRANKLIN RESOURCES INC +4.65M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC +4.63M
- BAMCO INC /NY/ +4.19M
- UBS Group AG +3.84M
- AMERIPRISE FINANCIAL INC +3.76M
- D. E. Shaw & Co., Inc. +3.16M
Sold the most shares
- JPMORGAN CHASE & CO -24.68M
- Bank of New York Mellon Corp -5.67M
- PRICE T ROWE ASSOCIATES INC /MD/ -5.35M
- Boston Partners -4.49M
- VIKING GLOBAL INVESTORS LP -4.03M
- FARALLON CAPITAL MANAGEMENT, L.L.C. -3.96M, sold out
- Invesco Ltd. -3.87M
- Newlands Management Operations LLC -3.20M, sold out
- VOYA INVESTMENT MANAGEMENT LLC -2.38M
- JANUS HENDERSON GROUP PLC -2.07M, sold out
Superinvestors
Superinvestors holding SCHW
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox | Jun 30, 2026 | 76.97M | $7.1B | 3.81% | Added +2.6% |
| Bill Nygren Harris Associates (Oakmark) | Jun 30, 2026 | 24.20M | $2.2B | 3.00% | Added +10.9% |
| Andreas Halvorsen Viking Global Investors | Jun 30, 2026 | 10.64M | $981.6M | 2.80% | Reduced -27.4% |
| Ruane Cunniff Ruane, Cunniff & Goldfarb | Jun 30, 2026 | 4.57M | $421.8M | 6.91% | Reduced -3.0% |
| Yacktman Yacktman Asset Management | Sep 30, 2026 | 4.06M | $396.4M | 4.73% | Reduced -1.1% |
| Francois Rochon Giverny Capital | Jun 30, 2026 | 1.68M | $155.2M | 5.62% | Added +9.5% |
| Tom Gayner Markel Group | Sep 30, 2026 | 1.39M | $136.3M | 1.15% | Held |
| Chris Davis Davis Selected Advisers | Sep 30, 2026 | 296K | $28.9M | 0.13% | Added +2.2% |
| Edgar Wachenheim Greenhaven Associates | Sep 30, 2026 | 10K | $1.0M | 0.01% | Reduced -16.0% |
More than 5%
13D filings: owners who may push for change
No Schedule 13D about SCHW in the last year.