Institutional Ownership
Schwab Charles Corp
CUSIP 808513105COMSCHWQ1 2026
Institutional Holders
2,292
13F filers
Shares Held
1.26B
Aggregate institutional
Institutional Value
$112.02B
Q1 2026
Net New Holders
+15
163 new · 148 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions163
Increased973
Decreased862
Sold out148
Institutional Holders
2,292 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 133.16M | $12.51B | −1.01M | Reduced |
| 2 | Dodge & Cox | 75.00M | $7.05B | −1.51M | Reduced |
| 3 | Jpmorgan Chase & Co | 73.85M | $6.87B | +6.66M | Added |
| 4 | State Street Corp | 72.76M | $6.84B | +137.2K | Added |
| 5 | Geode Capital Management, LLC | 38.69M | $3.62B | +1.02M | Added |
| 6 | Fmr LLC | 35.69M | $3.35B | +1.85M | Added |
| 7 | Franklin Resources Inc | 31.83M | $2.99B | +1.64M | Added |
| 8 | Massachusetts Financial Services Co /Ma/ | 14.52M | $2.25B | −845.0K | Reduced |
| 9 | Primecap Management Co/Ca/ | 23.44M | $2.20B | +165.8K | Added |
| 10 | Fisher Asset Management, LLC | 22.22M | $2.09B | +399.6K | Added |
2,282 more institutional holders on Premium
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