SCHWAB CHARLES CORP - Common Stock (SCHW)

Historical Holders from Q1 2014 to Q4 2025

Type / Class: Equity / Common Stock
Symbol: SCHW on NYSE
Shares outstanding: 1,814,100,049
Price per share: $99.91
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 1,453,055,613
Total reported value: $138,662,628,229
% of total 13F portfolios: 0.11%
Share change: -49,840,828
Value change: -$4,666,473,192
Avg buy value change: +0.01%
Avg sell value change: -0.02%
Number of holders: 2,132
Price from insider filings: $102.01

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of SCHWAB CHARLES CORP - Common Stock (SCHW) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
VANGUARD GROUP INC	8.2%		$11,420,354,833		148,393,384		The Vanguard Group	31 Mar 2025
TORONTO DOMINION BANK	0.1%		$102,306,776		1,329,350		The Toronto-Dominion Bank	10 Feb 2025

As of 30 Sep 2025, SCHWAB CHARLES CORP - Common Stock (SCHW) has 2,132 institutional shareholders filing 13F forms. They hold 1,453,055,613 shares. of 1,814,100,049 outstanding shares (80%) .

Top 25 institutional shareholders own 51% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
VANGUARD GROUP INC	8.4%	151,585,214	+0.27%	0.22%	$14,471,840,381
BlackRock, Inc.	7.3%	132,280,754	+3.2%	0.22%	$12,628,843,574
Dodge & Cox	4.6%	83,043,253	-1.6%	4.3%	$7,928,139,405
STATE STREET CORP	4%	73,156,290	+0.95%	0.24%	$6,984,231,006
JPMORGAN CHASE & CO	3.3%	60,587,654	-14%	0.37%	$5,784,308,075
PRICE T ROWE ASSOCIATES INC /MD/	3.2%	57,444,595	-23%	0.59%	$5,484,236,000
GEODE CAPITAL MANAGEMENT, LLC	2.1%	37,569,398	+0.5%	0.23%	$3,569,319,867
FMR LLC	1.7%	31,525,696	-8.8%	0.16%	$3,009,758,248
FRANKLIN RESOURCES INC	1.7%	30,106,349	+0.23%	0.72%	$2,874,253,138
MORGAN STANLEY	1.4%	24,726,202	+2.6%	0.14%	$2,360,610,935
Fisher Asset Management, LLC	1.2%	21,646,588	+1.3%	0.75%	$2,066,599,866
HARRIS ASSOCIATES L P	1.2%	21,235,618	-7.5%	3.3%	$2,027,364,421
PRIMECAP MANAGEMENT CO/CA/	1.2%	21,209,187	+11%	1.6%	$2,024,841,083
Artisan Partners Limited Partnership	0.98%	17,725,669	-2.5%	2.4%	$1,692,269,619
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.94%	17,084,112	-7.2%	0.51%	$1,631,020,173
NORTHERN TRUST CORP	0.94%	17,001,627	-0.62%	0.21%	$1,623,145,329
VIKING GLOBAL INVESTORS LP	0.91%	16,583,101	+5.1%	4.1%	$1,583,188,652
Invesco Ltd.	0.88%	15,941,021	+5%	0.24%	$1,521,889,248
BANK OF AMERICA CORP /DE/	0.83%	15,108,771	-1.9%	0.11%	$1,442,434,343
ALLIANCEBERNSTEIN L.P.	0.79%	14,406,616	-6.3%	0.43%	$1,375,399,630
BROWN ADVISORY INC	0.69%	12,492,261	+2.7%	1.6%	$1,192,638,423
Bank of New York Mellon Corp	0.65%	11,880,727	-16%	0.2%	$1,134,252,969
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	0.64%	11,592,153	-19%	0.24%	$1,106,702,846
GENERATION INVESTMENT MANAGEMENT LLP	0.59%	10,726,323	-23%	6.8%	$1,024,042,057
FLOSSBACH VON STORCH SE	0.59%	10,631,352	+0.48%	4%	$1,014,975,175

Institutional Holders of SCHWAB CHARLES CORP - Common Stock (SCHW) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (% of par)	Investors
2025 Q4	8,984,147	$902,936,928	+$21,322,401			9,991%	102
2025 Q3	1,453,055,613	$138,662,628,229	-$4,666,473,192	$1,695,389,098	$1,414,137,884	9,547%	2,132
2025 Q2	1,502,064,698	$137,020,587,509	+$1,278,494,379	$1,513,529,686	$1,705,772,196	9,124%	2,114
2025 Q1	1,491,849,842	$116,719,481,033	+$217,027,801	$1,457,969,698	$1,324,749,858	7,828%	1,996
2024 Q4	1,500,227,399	$111,042,695,336	+$2,645,843,887	$1,971,812,612	$1,208,939,009	7,401%	1,945
2024 Q3	1,461,441,298	$94,838,133,689	-$2,906,027,163	$1,441,742,583	$1,093,360,074	6,481%	1,834
2024 Q2	1,497,545,379	$110,322,147,201	+$1,478,653,456	$1,695,521,901	$1,281,073,088	7,369%	1,880
2024 Q1	1,478,111,205	$106,915,746,053	-$184,420,652	$1,987,703,683	$1,304,948,403	7,234%	1,869
2023 Q4	2,188,181	$150,546,649	-$15,013,657		$4,816,000	6,880%	21
2023 Q3	1,443,700,090	$79,240,152,755	+$65,053,433	$1,318,587,427	$1,183,399,344	5,490%	1,700
2023 Q2	1,421,357,725	$80,540,079,119	-$1,288,678,293	$1,403,236,202	$1,082,277,769	5,668%	1,738
2023 Q1	1,427,660,251	$74,735,918,962	-$5,630,409,338	$1,485,918,965	$1,277,545,972	5,238%	1,627
2022 Q4	1,538,807,560	$128,111,465,857	+$18,111,690,396	$962,754,010	$986,232,528	8,326%	1,583
2022 Q3	1,344,871,958	$96,718,097,202	+$1,605,939,748	$605,024,273	$663,263,218	7,187%	1,484
2022 Q2	1,323,125,301	$83,564,815,014	-$112,368,256	$444,129,112	$489,295,083	6,318%	1,451
2022 Q1	1,332,900,342	$112,409,954,795	+$579,922,316	$643,625,146	$517,320,301	8,431%	1,519
2021 Q4	1,327,050,165	$111,640,170,556	+$1,619,920,911	$809,366,672	$796,772,443	8,410%	1,466
2021 Q3	1,306,740,949	$95,153,296,502	-$341,434,076	$606,838,208	$458,368,974	7,284%	1,321
2021 Q2	1,309,623,548	$95,271,598,701	+$539,436,384	$562,491,636	$485,902,681	7,280.99%	1,313
2021 Q1	1,301,539,960	$84,779,116,145	-$191,815,369	$449,031,812	$410,556,076	6,518%	1,283
2020 Q4	1,303,336,963	$69,073,721,213	+$9,747,520,464	$405,207,176	$454,564,771	5,304%	1,173
2020 Q3	1,024,297,783	$37,062,947,296	+$251,430,929	$278,576,000	$193,730,683	3,623%	1,018
2020 Q2	1,102,642,701	$37,179,765,169	+$261,591,265	$235,671,000	$153,541,000	3,373.99%	1,051
2020 Q1	1,092,906,736	$36,746,488,787	+$1,546,516,752	$150,264,000	$145,085,000	3,362%	1,037
2019 Q4	961,614,482	$45,706,136,073	+$1,371,134,050	$261,158,000	$239,938,000	4,756%	1,139
2019 Q3	1,020,960,860	$42,677,620,445	-$892,532,744	$224,069,000	$342,804,000	4,183%	1,042
2019 Q2	1,043,717,234	$41,924,050,833	-$2,280,632	$183,502,000	$135,155,000	4,019%	1,077
2019 Q1	1,066,049,966	$45,570,828,444	-$36,684,079	$137,228,000	$127,647,000	4,276%	1,076
2018 Q4	1,067,584,578	$44,324,160,738	-$869,389,989	$148,840,000	$225,796,000	4,153%	1,031
2018 Q3	1,049,874,408	$51,598,775,897	-$390,667,310	$225,858,000	$273,693,000	4,915%	1,053
2018 Q2	1,096,051,189	$56,009,486,418	+$655,671,449	$207,970,000	$307,911,000	5,110%	1,040
2018 Q1	1,084,231,941	$56,617,495,165	-$168,979,474	$154,193,122	$226,743,554	5,221.99%	1,017
2017 Q4	1,067,333,591	$54,801,887,193	+$603,267,609	$226,767,918	$273,353,959	5,137%	995
2017 Q3	1,075,239,725	$47,025,416,464	+$274,253,589	$142,649,008	$249,956,018	4,374%	908
2017 Q2	1,072,203,960	$46,053,659,774	+$758,792,333	$107,655,000	$204,622,000	4,296%	889
2017 Q1	1,060,245,804	$43,250,769,305	+$3,631,634,284	$182,196,012	$299,507,024	4,081%	892
2016 Q4	1,043,239,600	$41,174,475,906	+$580,012,399	$207,724,040	$439,612,229	3,947%	850
2016 Q3	1,026,100,853	$32,387,494,067	+$672,841,188	$146,820,000	$333,897,000	3,157%	769
2016 Q2	1,015,191,824	$25,696,566,492	-$283,580,831	$121,038,000	$81,117,000	2,531%	744
2016 Q1	1,027,721,490	$28,797,680,436	-$144,166,955	$76,434,000	$122,695,000	2,802%	726
2015 Q4	1,037,650,837	$34,160,829,015	+$349,230,814	$93,154,000	$112,739,000	3,293%	721
2015 Q3	1,034,088,174	$29,520,499,475	-$34,631,888	$74,574,000	$224,480,000	2,856%	697
2015 Q2	1,023,030,542	$33,405,885,567	+$841,004,008	$50,963,000	$84,986,000	3,265%	686
2015 Q1	1,011,131,847	$30,768,508,328	+$325,025,818	$54,994,000	$45,902,000	3,044%	642
2014 Q4	1,001,518,036	$30,223,035,481	+$364,269,936	$65,472,000	$42,450,000	3,019%	634
2014 Q3	996,191,932	$29,277,693,390	+$64,280,183	$119,652,000	$51,467,000	2,939%	620
2014 Q2	994,627,161	$26,785,145,324	+$333,477,692	$40,930,000	$60,243,000	2,693%	618
2014 Q1	980,181,443	$26,777,384,394	+$131,050,464	$36,007,000	$141,844,000	2,733%	609