Who owns The Charles Schwab (SCHW)
Which tracked institutional funds hold SCHW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHW company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SCHW is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 1508 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCHW’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes SCHW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SCHW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2306 tracked filers holding SCHW, 1172 increased or opened the position and 1063 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCHW between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- RENAISSANCE TECHNOLOGIES LLC$176M
- MARSHALL WACE, LLP$2M
Full exits 1498
- VANGUARD CAPITAL MANAGEMENT LLC$10.2B
- JPMORGAN CHASE & CO$6.9B
- GEODE CAPITAL MANAGEMENT, LLC$3.6B
- FRANKLIN RESOURCES INC$3.0B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.5B
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.3B
Largest adds
- FMR LLC$730M
- WELLINGTON MANAGEMENT GROUP LLP$695M
- D. E. Shaw & Co., Inc.$287M
- TWO SIGMA INVESTMENTS, LP$274M
- BlackRock, Inc.$203M
- NORGES BANK$200M
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$576M
- VIKING GLOBAL INVESTORS LP$397M
- Invesco Ltd.$364M
- GENERATION INVESTMENT MANAGEMENT LLP$109M
- STATE STREET CORP$87M
- BALYASNY ASSET MANAGEMENT L.P.$69M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 134,414,949 | $12.4B | 9.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 108,353,995 | $10.2B | 7.8% | 2026-Q1 |
| DODGE & COX added | 76,968,323 | $7.1B | 5.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 73,848,142 | $6.9B | 5.3% | 2026-Q1 |
| STATE STREET CORP added | 73,174,188 | $6.8B | 5.2% | 2026-Q2 |
| FMR LLC added | 44,265,455 | $4.1B | 3.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 43,292,139 | $4.0B | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 38,692,266 | $3.6B | 2.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 31,825,622 | $3.0B | 2.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 26,572,070 | $2.5B | 1.9% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 25,120,895 | $2.3B | 1.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 14,521,887 | $2.3B | 1.7% | 2026-Q1 |
| NORGES BANK trimmed | 22,658,390 | $2.1B | 1.6% | 2026-Q2 |
| Fisher Asset Management, LLC added | 22,218,091 | $2.1B | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 22,033,942 | $2.1B | 1.6% | 2026-Q1 |
| HARRIS ASSOCIATES L P trimmed | 21,812,476 | $2.0B | 1.6% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 17,451,048 | $1.6B | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 16,360,776 | $1.5B | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 16,162,082 | $1.5B | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 15,623,030 | $1.5B | 1.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 12,529,509 | $1.3B | 1.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 13,090,710 | $1.2B | 0.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 11,875,673 | $1.1B | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 11,374,711 | $1.1B | 0.8% | 2026-Q1 |
| FLOSSBACH VON STORCH SE added | 10,669,791 | $1.0B | 0.8% | 2026-Q1 |
| VIKING GLOBAL INVESTORS LP trimmed | 10,638,869 | $982M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 10,072,164 | $947M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 9,590,282 | $901M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 9,419,188 | $885M | 0.7% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 9,142,065 | $859M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 8,773,763 | $824M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 8,445,361 | $794M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 8,425,755 | $777M | 0.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 7,971,114 | $735M | 0.6% | 2026-Q2 |
| BAMCO INC /NY/ added | 7,464,316 | $701M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 6,008,689 | $565M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 5,779,000 | $543M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,742,934 | $540M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 5,779,607 | $533M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,622,983 | $528M | 0.4% | 2026-Q1 |
| Amundi trimmed | 5,585,640 | $525M | 0.4% | 2026-Q1 |
| Boston Partners added | 5,486,614 | $516M | 0.4% | 2026-Q1 |
| Allen Investment Management, LLC trimmed | 5,328,450 | $501M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 5,313,406 | $499M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 4,863,249 | $457M | 0.4% | 2026-Q1 |
| Ruane, Cunniff & Goldfarb L.P. trimmed | 4,571,355 | $422M | 0.3% | 2026-Q2 |
| National Pension Service added | 4,484,110 | $421M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,150,832 | $390M | 0.3% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 3,957,222 | $372M | 0.3% | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC added | 3,955,657 | $372M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 4,025,866 | $371M | 0.3% | 2026-Q2 |
| YACKTMAN ASSET MANAGEMENT LP trimmed | 3,904,856 | $367M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 3,805,944 | $358M | 0.3% | 2026-Q1 |
| PROVIDENT TRUST CO trimmed | 3,702,825 | $348M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,660,894 | $344M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 3,619,439 | $340M | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 3,672,084 | $340M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,575,897 | $336M | 0.3% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 3,569,280 | $335M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 3,552,425 | $334M | 0.3% | 2026-Q1 |
| Capital International Investors added | 3,602,660 | $332M | 0.3% | 2026-Q2 |
| RPTC Inc. | 3,522,501 | $331M | 0.3% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 3,465,521 | $326M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 3,424,044 | $322M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 3,377,185 | $317M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,349,544 | $315M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,406,215 | $314M | 0.2% | 2026-Q2 |
| LORD, ABBETT & CO. LLC trimmed | 3,309,211 | $311M | 0.2% | 2026-Q1 |
| Newlands Management Operations LLC | 3,196,166 | $300M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 3,026,417 | $284M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 2,952,078 | $277M | 0.2% | 2026-Q1 |
| TIMUCUAN ASSET MANAGEMENT INC/FL trimmed | 2,948,987 | $277M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 2,914,756 | $274M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,911,924 | $274M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 2,890,722 | $272M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 2,863,815 | $269M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 2,851,720 | $268M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 2,786,512 | $262M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,766,281 | $260M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 2,737,546 | $257M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,732,183 | $257M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,598,908 | $244M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,582,066 | $243M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 2,578,543 | $242M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 2,541,412 | $239M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 2,531,834 | $238M | 0.2% | 2026-Q1 |
| D1 Capital Partners L.P. added | 2,466,590 | $228M | 0.2% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 2,406,428 | $226M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 2,381,381 | $224M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 2,289,327 | $215M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 2,254,162 | $212M | 0.2% | 2026-Q1 |
| Darsana Capital Partners LP | 2,250,000 | $211M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 2,152,500 | $202M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 2,121,331 | $199M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 2,074,704 | $195M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 2,062,821 | $194M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 150,528,952 | $15.0B | 11.6% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 6,283,895 | $628M | 0.5% | 2025-Q4 stale |
| PointState Capital LP | 2,408,147 | $241M | 0.2% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC added | 1,997,600 | $200M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.