SCHW Institutional Ownership
Top institutional (13F) holders of SCHW and activist (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
47
Institutional value
$88.57B
Top holder
BlackRock, Inc.
Activist holders
2
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc.holding company | 7.7% | Aug 7, 2026 | $12.4B |
| Vanguard Capital Managementinvestment advisor | 6.2% | Aug 13, 2026 | $9.9B |
| Dodge & Coxinvestment advisor | 4.4% | Aug 13, 2026 | $7.1B |
| STATE STREET CORPORATIONinvestment advisor | 4.2% | Sep 22, 2026 | $6.75B |
| JPMORGAN CHASE & COinvestment advisor | 2.8% | Aug 12, 2026 | $4.45B |
| FMR LLCinvestment advisor | 2.6% | Aug 13, 2026 | $4.08B |
| T. Rowe Price Associates, Inc.investment advisor | 2.5% | Aug 14, 2026 | $3.99B |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 2.1% | Aug 12, 2026 | $3.43B |
| FRANKLIN RESOURCES INCinvestment advisor | 2.1% | Aug 13, 2026 | $3.37B |
| Vanguard Portfolio Managementinvestment advisor | 1.5% | Aug 13, 2026 | $2.48B |
| PRIMECAP MANAGEMENT CO/CA/investment advisor | 1.4% | Aug 14, 2026 | $2.32B |
| Massachusetts Financial Services Companyinvestment advisor | 0.8% | Aug 3, 2026 | $2.13B |
| MORGAN STANLEYinvestment advisor | 1.3% | Aug 13, 2026 | $2.1B |
| Norges Bankother | 1.3% | Aug 12, 2026 | $2.09B |
| Fisher Asset Management, LLCinvestment advisor | 1.3% | Aug 4, 2026 | $2.03B |
| BANK OF AMERICA CORP /DE/investment advisor | 0.9% | Aug 14, 2026 | $1.48B |
| NORTHERN TRUST CORPinvestment advisor | 0.9% | Aug 13, 2026 | $1.47B |
| GOLDMAN SACHS GROUP INCinvestment advisor | 0.8% | Aug 14, 2026 | $1.28B |
| Invesco Ltd.investment advisor | 0.8% | Aug 14, 2026 | $1.21B |
| Ameriprise Financial, Inc.holding company | 0.7% | Aug 14, 2026 | $1.16B |
| UBS Group AGinvestment advisor | 0.7% | Aug 13, 2026 | $1.15B |
| AllianceBernstein L.P.investment advisor | 0.6% | Aug 14, 2026 | $1.06B |
| VIKING GLOBAL INVESTORS LPother | 0.6% | Aug 14, 2026 | $981.65M |
| Bank of New York Mellon Corpholding company | 0.6% | Aug 6, 2026 | $967.85M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.5% | Aug 14, 2026 | $874.04M |
Never miss a SCHW filing.
Get an email when SCHW files its next 8-K, Form 4, 10-K or 10-Q with the SEC. Free, no account needed.
Free foreverNo account requiredOne-click unsubscribe
Source: SEC EDGAR Schedule 13D / 13G and 13F filings.