SCHW The Charles Schwab Corporation
The Charles Schwab Corporation (SCHW) Institutional Ownership
What the institutions did with SCHW last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 134.4M | 9.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 107.3M | 7.4% |
| Dodge & Cox | 77.0M | 5.3% |
| STATE STREET CORP | 73.2M | 5.1% |
| JPMORGAN CHASE & CO | 49.2M | 3.4% |
| FMR LLC | 44.3M | 3.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 43.3M | 3.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 37.3M | 2.6% |
| FRANKLIN RESOURCES INC | 36.5M | 2.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26.9M | 1.9% |
| PRIMECAP MANAGEMENT CO/CA/ | 25.1M | 1.7% |
| HARRIS ASSOCIATES L P | 24.2M | 1.7% |
| MORGAN STANLEY | 22.8M | 1.6% |
| NORGES BANK | 22.7M | 1.6% |
| Fisher Asset Management, LLC | 22.0M | 1.5% |
| Artisan Partners Limited Partnership | 18.9M | 1.3% |
| BANK OF AMERICA CORP /DE/ | 16.0M | 1.1% |
| NORTHERN TRUST CORP | 16.0M | 1.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.4M | 0.9% |
| Invesco Ltd. | 13.1M | 0.9% |
| GOLDMAN SACHS GROUP INC | 12.6M | 0.9% |
| AMERIPRISE FINANCIAL INC | 12.5M | 0.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.8M | 0.8% |
| BAMCO INC /NY/ | 11.7M | 0.8% |
| ALLIANCEBERNSTEIN L.P. | 11.2M | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | Reduced | 73.8M | 49.2M | -24.7M |
| FMR LLC | Increased | 35.7M | 44.3M | +8.6M |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 433.6K | 8.0M | +7.5M |
| Bank of New York Mellon Corp | Reduced | 16.2M | 10.5M | -5.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | 48.6M | 43.3M | -5.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 3.0M | 7.6M | +4.7M |
| FRANKLIN RESOURCES INC | Increased | 31.8M | 36.5M | +4.7M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Increased | 1.1M | 5.7M | +4.6M |
| Boston Partners | Reduced | 5.5M | 998.9K | -4.5M |
| BAMCO INC /NY/ | Increased | 7.5M | 11.7M | +4.2M |
| VIKING GLOBAL INVESTORS LP | Reduced | 14.7M | 10.6M | -4.0M |
| FARALLON CAPITAL MANAGEMENT LLC | Sold Out | 4.0M | 0 | -4.0M |
| Invesco Ltd. | Reduced | 17.0M | 13.1M | -3.9M |
| UBS Group AG | Increased | 5.8M | 9.6M | +3.8M |
| AMERIPRISE FINANCIAL INC | Increased | 8.8M | 12.5M | +3.8M |
| Newlands Management Operations LLC | Sold Out | 3.2M | 0 | -3.2M |
| D. E. Shaw & Co., Inc. | Increased | 2.6M | 5.8M | +3.2M |
| TWO SIGMA INVESTMENTS, LP | Increased | 5.4M | 8.4M | +3.1M |
| HARRIS ASSOCIATES L P | Increased | 21.8M | 24.2M | +2.4M |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | 2.9M | 535.8K | -2.4M |
| AMERICAN CENTURY COMPANIES INC | Increased | 2.6M | 4.9M | +2.4M |
| AQR CAPITAL MANAGEMENT LLC | Increased | 2.0M | 4.0M | +2.0M |
| Dodge & Cox | Increased | 75.0M | 77.0M | +2.0M |
| Allen Investment Management, LLC | Reduced | 5.3M | 3.4M | -1.9M |
| RENAISSANCE TECHNOLOGIES LLC | New | 0 | 1.9M | +1.9M |
| Caisse de depot et placement du Quebec | Increased | 227.2K | 2.1M | +1.9M |
| Clearbridge Investments, LLC | Reduced | 4.0M | 2.3M | -1.7M |
| PRIMECAP MANAGEMENT CO/CA/ | Increased | 23.4M | 25.1M | +1.7M |
| Allianz Asset Management GmbH | Increased | 2.2M | 3.8M | +1.7M |
| VAN ECK ASSOCIATES CORP | Increased | 1.9M | 3.4M | +1.6M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | New | 0 | 1.6M | +1.6M |
| Artisan Partners Limited Partnership | Increased | 17.5M | 18.9M | +1.5M |
| Assenagon Asset Management S.A. | Increased | 2.1M | 3.5M | +1.4M |
| Man Group plc | Increased | 636.2K | 2.1M | +1.4M |
| FIRST TRUST ADVISORS LP | Increased | 3.4M | 4.8M | +1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 38.7M | 37.3M | -1.4M |
| DEUTSCHE BANK AG\ | Increased | 5.3M | 6.7M | +1.3M |
| ALLIANCEBERNSTEIN L.P. | Reduced | 12.5M | 11.2M | -1.3M |
| GOLDMAN SACHS GROUP INC | Increased | 11.4M | 12.6M | +1.3M |
| Amundi | Increased | 5.6M | 6.9M | +1.3M |
| BlackRock, Inc. | Increased | 133.2M | 134.4M | +1.3M |
| FIDUCIARY MANAGEMENT INC /WI/ | Reduced | 3.5M | 2.3M | -1.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | 14.5M | 13.4M | -1.2M |
| Avantyr Capital Partners, LP | Reduced | 1.6M | 471.6K | -1.2M |
| GENERATION INVESTMENT MANAGEMENT LLP | Reduced | 2.7M | 1.6M | -1.1M |
| LORD, ABBETT & CO. LLC | Reduced | 3.3M | 2.2M | -1.1M |
| NORDEA INVESTMENT MANAGEMENT AB | Increased | 3.7M | 4.7M | +1.0M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | 2.8M | 1.8M | -1.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 108.4M | 107.3M | -1.0M |
| AustralianSuper Pty Ltd | Reduced | 1.0M | 25.1K | -998.6K |
| Regal Partners Ltd | Increased | 355.5K | 1.3M | +968.0K |
| SG Americas Securities, LLC | Increased | 1.5M | 2.4M | +900.4K |
| HRT FINANCIAL LP | Increased | 497.6K | 1.4M | +868.2K |
| CITADEL ADVISORS LLC | Increased | 2.5M | 3.4M | +858.5K |
| MORGAN STANLEY | Increased | 22.0M | 22.8M | +759.6K |
| Woodline Partners LP | Reduced | 943.4K | 188.6K | -754.8K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Increased | 10.7K | 761.4K | +750.6K |
| Alyeska Investment Group, L.P. | Sold Out | 740.1K | 0 | -740.1K |
| Balyasny Asset Management L.P. | Reduced | 813.4K | 85.8K | -727.6K |
| JANE STREET GROUP, LLC | Increased | 1.5M | 2.2M | +714.9K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.