Who owns SCHW
2,238 institutions reported holding SCHW for 2026Q1, together 80% of the company, fewer than the 2,251 a quarter earlier.
2,238
Institutions reporting a position · as of 2026Q1 · down from 2,251 the quarter before
- Shares held by institutions
- 1404.4M
Shares held by institutions · 80% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $132.8B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 29%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 183
- Positions exited
- 201
- Added to
- 826
- Reduced
- 740
- Top 10 holdersof the company
- 39%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 2,238 | 1404.4M | $132.8B |
| 2025Q4 | 2,251 | 1446.2M | $144.5B |
| 2025Q3 | 2,115 | 1442.8M | $137.7B |
| 2025Q2 | 2,085 | 1494.6M | $136.2B |
| 2025Q1 | 1,984 | 1516.2M | $119.3B |
| 2024Q4 | 1,944 | 1487.1M | $110.1B |
| 2024Q3 | 1,820 | 1474.5M | $95.7B |
| 2024Q2 | 1,869 | 1489.2M | $109.7B |
| 2024Q1 | 1,839 | 1486.4M | $107.5B |
| 2023Q4 | 1,842 | 1488.7M | $102.4B |
| 2023Q3 | 1,702 | 1458.9M | $80.1B |
| 2023Q2 | 1,739 | 1457.9M | $82.6B |
| 2023Q1 | 1,641 | 1482.1M | $77.1B |
| 2022Q4 | 1,598 | 1560.1M | $129.6B |
| 2022Q3 | 1,494 | 1349.0M | $97.0B |
| 2022Q2 | 1,464 | 1329.2M | $84.0B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 152.0M | 8.7% | $14.3B |
| BlackRock Inc. | 133.2M | 7.6% | $12.5B |
| Dodge & Cox | 75.0M | 4.3% | $7.05B |
| JPMORGAN CHASE & CO | 73.8M | 4.2% | $6.87B |
| STATE STREET CORP | 72.8M | 4.2% | $6.84B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 48.6M | 2.8% | $4.57B |
| GEODE CAPITAL MANAGEMENT LLC | 38.7M | 2.2% | $3.62B |
| FMR LLC | 35.7M | 2.0% | $3.35B |
| FRANKLIN RESOURCES INC | 31.8M | 1.8% | $2.99B |
| PRIMECAP MANAGEMENT CO/CA/ | 23.4M | 1.3% | $2.20B |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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