Institutional Ownership
Schwab Charles Corp
CUSIP 808513105COMSCHWQ1 2026
13D / 13G Filings
21
Schedule 13D/13G on record
Beneficial Filers
9
Distinct reporting persons
Largest Stake
9.9%
Max % of class reported
Institutional Holders
2,292
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
21 filings · latest Apr 30, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Apr 30, 2025 | The Vanguard Group | 13G/A | 8.2% | 148.39M | SEC |
| 2 | Feb 12, 2025 | The Toronto-Dominion Bank | 13D/A | 0.1% | — | SEC |
| 3 | Nov 13, 2024 | Dodge & Cox | 13G | 5.0% | 89.59M | SEC |
| 4 | Aug 23, 2024 | Toronto Dominion Bank | 13D/A | 7.6% | 135.11M | SEC |
| 5 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 6.8% | 119.92M | SEC |
| 6 | Jan 31, 2024 | Blackrock Inc. | 13G/A | 5.5% | 96.70M | SEC |
| 7 | Feb 27, 2023 | Schwab Charles R. | 13D/A | 6.1% | 108.00M | SEC |
| 8 | Feb 9, 2023 | Vanguard Group Inc | 13G/A | 6.9% | 125.89M | SEC |
| 9 | Feb 7, 2023 | Blackrock Inc. | 13G/A | 5.9% | 106.89M | SEC |
| 10 | Aug 3, 2022 | Toronto Dominion Bank | 13D/A | 9.6% | 175.78M | SEC |
11 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Schwab Charles Corp.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 133.16M | $12.51B |
| 2 | Dodge & Cox | 75.00M | $7.05B |
| 3 | Jpmorgan Chase & Co | 73.85M | $6.87B |
| 4 | State Street Corp | 72.76M | $6.84B |
| 5 | Geode Capital Management, LLC | 38.69M | $3.62B |
| 6 | Fmr LLC | 35.69M | $3.35B |
| 7 | Franklin Resources Inc | 31.83M | $2.99B |
| 8 | Massachusetts Financial Services Co /Ma/ | 14.52M | $2.25B |
| 9 | Primecap Management Co/Ca/ | 23.44M | $2.20B |
| 10 | Fisher Asset Management, LLC | 22.22M | $2.09B |