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.
Top holders
| Holder | Filed | Value |
|---|---|---|
| BlackRock, Inc.holding company | Aug 7, 2026 | $12.40B |
| Vanguard Capital Managementhedge fund | Aug 13, 2026 | $9.90B |
| Dodge & Coxhedge fund | Aug 13, 2026 | $7.10B |
| STATE STREET CORPinvestment advisor | Aug 7, 2026 | $6.75B |
| JPMORGAN CHASE & COinvestment advisor | Aug 12, 2026 | $4.45B |
| FMR LLCinvestment advisor | Aug 13, 2026 | $4.08B |
| PRICE T ROWE ASSOCIATES INC /MD/investment advisor | Aug 14, 2026 | $3.99B |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | Aug 12, 2026 | $3.43B |
| FRANKLIN RESOURCES INCinvestment advisor | Aug 13, 2026 | $3.37B |
| Vanguard Portfolio Managementhedge fund | Aug 13, 2026 | $2.48B |
| PRIMECAP MANAGEMENT CO/CA/hedge fund | Aug 14, 2026 | $2.32B |
| Massachusetts Financial Services Companyhedge fund | Aug 3, 2026 | $2.13B |
| MORGAN STANLEYinvestment advisor | Aug 13, 2026 | $2.10B |
| Norges Bankother | Aug 12, 2026 | $2.09B |
| Fisher Asset Management, LLCinvestment advisor | Aug 4, 2026 | $2.03B |
| BANK OF AMERICA CORP /DE/investment advisor | Aug 14, 2026 | $1.48B |
| NORTHERN TRUST CORPinvestment advisor | Aug 13, 2026 | $1.47B |
| GOLDMAN SACHS GROUP INCinvestment advisor | Aug 14, 2026 | $1.28B |
| Invesco Ltd.investment advisor | Aug 14, 2026 | $1.21B |
| Ameriprise Financial, Inc.holding company | Aug 14, 2026 | $1.16B |
| UBS Group AGinvestment advisor | Aug 13, 2026 | $1.15B |
| AllianceBernstein L.P.hedge fund | Aug 14, 2026 | $1.06B |
| VIKING GLOBAL INVESTORS LPhedge fund | Aug 14, 2026 | $981.65M |
| Bank of New York Mellon Corpholding company | Aug 6, 2026 | $967.85M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | Aug 14, 2026 | $874.04M |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.