Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SCHW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 133.2M | $12.51B | -0.8% | 7.600% | 0.22% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 108.4M | $10.18B | — | 6.185% | 0.25% |
| 3 | DODGE & COX | 75.0M | $7.05B | -2.0% | 4.281% | 3.87% |
| 4 | STATE STREET CORP | 72.8M | $6.84B | +0.2% | 4.153% | 0.24% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 38.7M | $3.62B | +2.7% | 2.208% | 0.23% |
| 6 | FMR LLC | 35.7M | $3.35B | +5.5% | 2.037% | 0.18% |
| 7 | FRANKLIN RESOURCES INC | 31.8M | $2.99B | +5.4% | 1.817% | 0.73% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.6M | $2.50B | — | 1.517% | 0.13% |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14.5M | $2.25B | -5.5% | 0.829% | 0.76% |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | 23.4M | $2.20B | +0.7% | 1.338% | 1.73% |
| 11 | Kentucky Farm Bureau Mutual Insurance Co | 25K | $2.10B | — | 0.001% | 0.05% |
| 12 | Fisher Asset Management, LLC | 22.2M | $2.09B | +1.8% | 1.268% | 0.71% |
| 13 | MORGAN STANLEY | 22.0M | $2.07B | -5.2% | 1.258% | 0.12% |
| 14 | HARRIS ASSOCIATES L P | 21.8M | $2.05B | -1.0% | 1.245% | 2.73% |
| 15 | Artisan Partners Limited Partnership | 17.5M | $1.64B | +1.4% | 0.996% | 2.66% |
| 16 | Invesco Ltd. | 17.0M | $1.59B | +3.2% | 0.968% | 0.24% |
| 17 | NORTHERN TRUST CORP | 16.4M | $1.54B | -1.4% | 0.934% | 0.20% |
| 18 | Bank of New York Mellon Corp | 16.2M | $1.52B | +22.9% | 0.923% | 0.28% |
| 19 | BANK OF AMERICA CORP /DE/ | 15.6M | $1.47B | +3.5% | 0.892% | 0.11% |
| 20 | VIKING GLOBAL INVESTORS LP | 14.7M | $1.38B | +5.7% | 0.837% | 3.86% |
| 21 | ALLIANCEBERNSTEIN L.P. | 12.5M | $1.25B | -5.0% | 0.715% | 0.41% |
| 22 | GOLDMAN SACHS GROUP INC | 13.1M | $1.23B | +8.0% | 0.748% | 0.14% |
| 23 | UBS ASSET MANAGEMENT AMERICAS INC | 11.9M | $1.12B | +5.7% | 0.678% | 0.23% |
| 24 | FLOSSBACH VON STORCH AG | 10.7M | $1.00B | +1.9% | 0.609% | 4.68% |
| 25 | Legal & General Group Plc | 10.1M | $946.6M | +5.2% | 0.575% | 0.22% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SCHW — a direct measure of their conviction.
Filings activity in SCHW during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,270 | +0.7% | 76.55% | 9.91 pp | $122.18B | 11% |
| Q4 2025 | 2,254 | +7.0% | 86.46% | +4.14 pp | $138.00B | +5.0% |
| Q3 2025 | 2,107 | +0.2% | 82.32% | +1.73 pp | $131.38B | +2.1% |
| Q2 2025 | 2,103 | +6.6% | 80.59% | +13.82 pp | $128.63B | +21% |
| Q1 2025 | 1,973 | +3.1% | 66.77% | +2.26 pp | $106.56B | +3.5% |
| Q4 2024 | 1,914 | +6.9% | 64.51% | +9.64 pp | $102.97B | +18% |
| Q3 2024 | 1,791 | 2.1% | 54.87% | 15.33 pp | $87.58B | 22% |
| Q2 2024 | 1,830 | — | 70.20% | — | $112.04B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 28, 2026 | Wurster Richard A | Buy | 22K | $84.23 | $1.8M |
Quick answers to the most common questions about buying SCHW stock.
Based on Q1 2026 13F filings, institutional ownership of The Charles Schwab Corporation stands at 76.5%, held across 2,270 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SCHW, with approximately 133,156,556 shares worth $12.51B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SCHW, including Fisher Asset Management, LLC, VIKING GLOBAL INVESTORS LP.
Our composite Smart Money Score for SCHW is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
227 institutions opened new positions in SCHW during Q1 2026, while 211 fully exited. 509 added to existing positions and 1,527 trimmed.
SCHW institutional ownership fell by 9.91 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 43.8% of all reported 13F value in SCHW, and the top 25 account for 62.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Charles Schwab Corporation (SCHW) Institutional Ownership