SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026

2,330 institutional investment managers reported a SCHW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $133.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SCHW stock profile

SCHW in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

153

Added to

902

Trimmed

963

Sold out

156

Biggest buyers

FMRAdded · +8,577,286 sh+$791.4M
WELLINGTON MANAGEMENT GROUP LLPAdded · +7,537,489 sh+$695.5M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +4,680,363 sh+$431.9M
FRANKLIN RESOURCESAdded · +4,651,113 sh+$429.2M
BARROW HANLEY MEWHINNEY & STRAUSSAdded · +4,627,972 sh+$427.0M

Biggest sellers

JPMORGAN CHASETrimmed · -24,682,956 sh-$2.3B
Bank of New York MellonTrimmed · -5,672,785 sh-$523.4M
PRICE T ROWE ASSOCIATESTrimmed · -5,345,090 sh-$493.2M
Boston PartnersTrimmed · -4,487,694 sh-$414.1M
VIKING GLOBAL INVESTORSTrimmed · -4,026,085 sh-$371.5M

SCHW 13F holders ranked 1–100 of 2,330

Institutional investors reporting a position in SCHWAB CHARLES CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 134,414,949 sh	134,414,949	$12.4B	0.18%	+0.9%
2	VANGUARD CAPITAL MANAGEMENT#2 · 107,329,957 sh	107,329,957	$9.9B	0.21%	-0.9%
3	DODGE & COX#3 · 76,968,323 sh	76,968,323	$7.1B	3.72%	+2.6%
4	STATE STREET#4 · 73,174,188 sh	73,174,188	$6.8B	0.20%	+0.6%
5	JPMORGAN CHASE#5 · 49,165,186 sh	49,165,186	$4.5B	0.25%	-33.4%
6	FMR#6 · 44,265,455 sh	44,265,455	$4.1B	0.18%	+24.0%
7	PRICE T ROWE ASSOCIATES#7 · 43,292,139 sh	43,292,139	$4.0B	0.40%	-11.0%
8	GEODE CAPITAL MANAGEMENT#8 · 37,293,274 sh	37,293,274	$3.4B	0.18%	-3.6%
9	FRANKLIN RESOURCES#9 · 36,476,735 sh	36,476,735	$3.4B	0.73%	+14.6%
10	VANGUARD PORTFOLIO MANAGEMENT#10 · 26,889,062 sh	26,889,062	$2.5B	0.11%	+1.2%
11	PRIMECAP MANAGEMENT#11 · 25,120,895 sh	25,120,895	$2.3B	1.37%	+7.2%
12	HARRIS ASSOCIATES L P#12 · 24,201,471 sh	24,201,471	$2.2B	2.96%	+11.0%
13	MASSACHUSETTS FINANCIAL SERVICES#13 · 13,356,306 sh	13,356,306	$2.1B	0.68%	-8.0%
14	MORGAN STANLEY#14 · 22,793,553 sh	22,793,553	$2.1B	0.11%	+3.4%
15	NORGES BANK#15 · 22,658,390 sh	22,658,390	$2.1B	0.21%	—
16	Fisher Asset Management#16 · 21,952,062 sh	21,952,062	$2.0B	0.60%	-1.2%
17	Artisan Partners Limited Partnership#17 · 18,930,716 sh	18,930,716	$1.7B	2.77%	+8.5%
18	BANK OF AMERICA#18 · 15,993,144 sh	15,993,144	$1.5B	0.10%	+2.4%
19	NORTHERN#19 · 15,952,492 sh	15,952,492	$1.5B	0.17%	-2.5%
20	Invesco Ltd.#20 · 13,090,710 sh	13,090,710	$1.2B	0.10%	-22.8%
21	GOLDMAN SACHS GROUP#21 · 12,649,537 sh	12,649,537	$1.2B	0.10%	+11.2%
22	AMERIPRISE FINANCIAL#22 · 12,530,896 sh	12,530,896	$1.2B	0.23%	+42.8%
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#23 · 11,843,766 sh	11,843,766	$1.1B	0.20%	-0.3%
24	BAMCO#24 · 11,655,694 sh	11,655,694	$1.1B	1.61%	+56.2%
25	ALLIANCEBERNSTEIN L.P.#25 · 11,226,699 sh	11,226,699	$1.1B	0.35%	-10.4%
26	FLOSSBACH VON STORCH SE#26 · 10,706,944 sh	10,706,944	$987.9M	4.47%	+0.3%
27	VIKING GLOBAL INVESTORS#27 · 10,638,869 sh	10,638,869	$981.6M	2.80%	-27.5%
28	Bank of New York Mellon#28 · 10,489,297 sh	10,489,297	$967.8M	0.16%	-35.1%
29	UBS Group AG#29 · 9,616,749 sh	9,616,749	$887.3M	0.11%	+66.4%
30	CHARLES SCHWAB INVESTMENT MANAGEMENT#30 · 9,472,684 sh	9,472,684	$874.0M	0.12%	-1.2%
31	Legal & General Group Plc#31 · 9,403,634 sh	9,403,634	$867.7M	0.18%	-6.6%
32	BROWN ADVISORY#32 · 9,318,993 sh	9,318,993	$859.9M	1.33%	+1.9%
33	VANGUARD FIDUCIARY#33 · 9,209,119 sh	9,209,119	$849.7M	0.19%	-2.2%
34	Baird Financial Group#34 · 8,722,348 sh	8,722,348	$804.8M	1.11%	+3.3%
35	TWO SIGMA INVESTMENTS#35 · 8,425,755 sh	8,425,755	$777.4M	0.56%	+57.2%
36	WELLINGTON MANAGEMENT GROUP LLP#36 · 7,971,114 sh	7,971,114	$735.5M	0.13%	+1738.3%
37	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#37 · 7,632,441 sh	7,632,441	$704.2M	0.31%	+158.5%
38	Amundi#38 · 6,850,758 sh	6,850,758	$632.1M	0.15%	+22.6%
39	DEUTSCHE BANK AG\#39 · 6,656,381 sh	6,656,381	$614.2M	0.18%	+25.3%
40	DIMENSIONAL FUND ADVISORS#40 · 6,309,493 sh	6,309,493	$582.1M	0.11%	+9.9%
41	Nuveen#41 · 5,886,128 sh	5,886,128	$543.1M	0.13%	-2.0%
42	D. E. Shaw#42 · 5,779,607 sh	5,779,607	$533.3M	0.25%	+120.9%
43	BARROW HANLEY MEWHINNEY & STRAUSS#43 · 5,703,361 sh	5,703,361	$526.2M	1.60%	+430.4%
44	ENVESTNET ASSET MANAGEMENT#44 · 5,571,968 sh	5,571,968	$514.1M	0.12%	-0.9%
45	ROYAL BANK OF CANADA#45 · 5,204,548 sh	5,204,548	$480.2M	0.07%	+7.0%
46	AMERICAN CENTURY COMPANIES#46 · 4,935,492 sh	4,935,492	$455.4M	0.20%	+91.1%
47	FIRST ADVISORS#47 · 4,795,131 sh	4,795,131	$442.4M	0.26%	+42.0%
48	NORDEA INVESTMENT MANAGEMENT AB#48 · 4,704,530 sh	4,704,530	$436.5M	0.36%	+28.1%
49	Ruane, Cunniff & Goldfarb L.P.#49 · 4,571,355 sh	4,571,355	$421.8M	6.56%	-3.0%
50	National Pension Service#50 · 4,513,138 sh	4,513,138	$416.4M	0.27%	+0.6%
51	YACKTMAN ASSET MANAGEMENT#51 · 4,101,552 sh	4,101,552	$378.5M	4.68%	+5.0%
52	AQR CAPITAL MANAGEMENT#52 · 4,025,866 sh	4,025,866	$371.5M	0.13%	+100.8%
53	Mitsubishi UFJ Asset Management , Ltd.#53 · 4,017,116 sh	4,017,116	$370.7M	0.21%	+5.5%
54	PROVIDENT#54 · 3,716,441 sh	3,716,441	$342.9M	7.19%	+0.4%
55	BARCLAYS PLC#55 · 3,656,904 sh	3,656,904	$337.4M	0.06%	-11.9%
56	HSBC PLC#56 · 3,601,248 sh	3,601,248	$332.4M	0.14%	+5.2%
57	Capital International Investors#57 · 3,602,660 sh	3,602,660	$332.4M	0.07%	+3.6%
58	Vanguard Global Advisers#58 · 3,534,048 sh	3,534,048	$326.1M	0.15%	-3.5%
59	RPTC#59 · 3,522,501 sh	3,522,501	$325.0M	54.74%	0.0%
60	BNP PARIBAS FINANCIAL MARKETS#60 · 3,483,025 sh	3,483,025	$321.4M	0.11%	+4.0%
61	Sumitomo Mitsui#61 · 3,460,277 sh	3,460,277	$319.3M	0.18%	-2.6%
62	LONDON OF VIRGINIA#62 · 3,452,804 sh	3,452,804	$318.6M	1.82%	-3.3%
63	Allianz Asset Management GmbH#63 · 3,400,478 sh	3,400,478	$317.4M	0.28%	+58.0%
64	VAN ECK ASSOCIATES#64 · 3,438,308 sh	3,438,308	$317.3M	0.19%	+85.2%
65	Allen Investment Management#65 · 3,414,852 sh	3,414,852	$315.1M	3.74%	-35.9%
66	CITADEL ADVISORS#66 · 3,406,215 sh	3,406,215	$314.3M	0.04%	+33.7%
67	LAZARD ASSET MANAGEMENT#67 · 3,346,506 sh	3,346,506	$308.8M	0.47%	+16.9%
68	VANGUARD ASSET MANAGEMENT, Ltd#68 · 3,216,537 sh	3,216,537	$296.8M	0.20%	+10.5%
69	WELLS FARGO & COMPANY#69 · 3,189,572 sh	3,189,572	$294.3M	0.05%	-10.8%
70	CANADA PENSION PLAN INVESTMENT BOARD#70 · 3,187,265 sh	3,187,265	$294.1M	0.16%	-11.9%
71	RAYMOND JAMES FINANCIAL#71 · 3,083,888 sh	3,083,888	$284.6M	0.08%	+12.9%
72	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#72 · 2,986,999 sh	2,986,999	$275.6M	0.16%	-1.3%
73	TIMUCUAN ASSET MANAGEMENT#73 · 2,936,893 sh	2,936,893	$271.0M	9.97%	-0.4%
74	RHUMBLINE ADVISERS#74 · 2,784,184 sh	2,784,184	$256.9M	0.19%	-3.7%
75	PRINCIPAL FINANCIAL GROUP#75 · 2,741,997 sh	2,741,997	$253.0M	0.12%	-3.8%
76	Connor, Clark & Lunn Investment Management Ltd.#76 · 2,681,578 sh	2,681,578	$247.4M	0.47%	+30.0%
77	PRUDENTIAL FINANCIAL#77 · 2,604,455 sh	2,604,455	$240.3M	0.26%	+2.9%
78	Neuberger Berman Group#78 · 2,557,515 sh	2,557,515	$235.7M	0.16%	-6.6%
79	FORT WASHINGTON INVESTMENT ADVISORS#79 · 2,550,333 sh	2,550,333	$235.3M	—	+0.4%
80	BANK OF MONTREAL#80 · 2,538,664 sh	2,538,664	$234.2M	0.08%	-8.2%
81	Focus Partners Wealth#81 · 2,498,544 sh	2,498,544	$230.5M	0.24%	+10.8%
82	D1 Capital Partners L.P.#82 · 2,466,590 sh	2,466,590	$227.6M	0.65%	+4.6%
83	SG Americas Securities#83 · 2,408,804 sh	2,408,804	$222.3M	0.12%	+59.7%
84	Mariner#84 · 2,375,832 sh	2,375,832	$219.2M	0.23%	+12.0%
85	FIDUCIARY MANAGEMENT#85 · 2,295,743 sh	2,295,743	$211.8M	3.01%	-33.8%
86	US BANCORP \DE\#86 · 2,289,104 sh	2,289,104	$211.2M	0.23%	0.0%
87	Ensign Peak Advisors#87 · 2,277,340 sh	2,277,340	$210.1M	0.35%	-5.4%
88	Clearbridge Investments#88 · 2,262,374 sh	2,262,374	$208.7M	0.17%	-42.8%
89	NATIXIS ADVISORS#89 · 2,252,011 sh	2,252,011	$207.8M	0.23%	-12.7%
90	Darsana Capital Partners#90 · 2,250,000 sh	2,250,000	$207.6M	0.93%	0.0%
91	Russell Investments Group, Ltd.#91 · 2,223,546 sh	2,223,546	$204.8M	0.18%	+8.6%
92	LORD, ABBETT#92 · 2,213,960 sh	2,213,960	$204.3M	0.58%	-33.1%
93	Route One Investment Company, L.P.#93 · 2,189,893 sh	2,189,893	$202.1M	8.11%	+30.2%
94	JANE STREET GROUP#94 · 2,180,123 sh	2,180,123	$201.2M	0.02%	+48.8%
95	CITIGROUP#95 · 2,152,238 sh	2,152,238	$198.6M	0.07%	+11.9%
96	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#96 · 2,119,943 sh	2,119,943	$195.6M	0.28%	+833.1%
97	Jupiter Topco#97 · 2,113,238 sh	2,113,238	$195.0M	0.08%	—
98	Man Group plc#98 · 2,063,766 sh	2,063,766	$190.4M	0.30%	+224.4%
99	Qube Research & Technologies Ltd#99 · 2,037,800 sh	2,037,800	$188.0M	0.17%	-0.3%
100	BECK MACK & OLIVER#100 · 2,016,840 sh	2,016,840	$186.1M	3.63%	-1.3%

Funds that sold out of SCHW in Q2 2026 (156)

Held SCHW at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SCHW in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
FARALLON CAPITAL MANAGEMENT3,955,657 sh	3,955,657	$371.8M
Newlands Management Operations3,196,166 sh	3,196,166	$300.4M
Alyeska Investment Group, L.P.740,097 sh	740,097	$69.6M
Azora Capital589,547 sh	589,547	$55.4M
Delta Global Management533,493 sh	533,493	$50.1M
Holocene Advisors481,172 sh	481,172	$45.2M
Longaeva Partners L.P.349,153 sh	349,153	$32.8M
Blue Sparrow346,110 sh	346,110	$32.5M
Capital Research Global Investors329,573 sh	329,573	$31.0M
ADAMS DIVERSIFIED EQUITY FUND322,800 sh	322,800	$30.3M
MKP Capital Management, L.L.C.300,000 sh	300,000	$28.2M
CLOUGH CAPITAL PARTNERS L P270,966 sh	270,966	$25.5M
Gillson Capital227,600 sh	227,600	$21.4M
Mizuho Markets Cayman179,240 sh	179,240	$16.8M
Think Investments146,000 sh	146,000	$13.7M
CONNORS INVESTOR SERVICES136,726 sh	136,726	$12.8M
MOORE CAPITAL MANAGEMENT123,360 sh	123,360	$11.6M
Westend Capital Management120,330 sh	120,330	$11.3M
Cinctive Capital Management87,113 sh	87,113	$8.2M
SIH Partners, LLLP68,857 sh	68,857	$6.5M
Ayrshire Capital Management61,896 sh	61,896	$5.8M
FJ Capital Management61,883 sh	61,883	$5.8M
IBEX WEALTH ADVISORS59,355 sh	59,355	$5.6M
Sculptor Capital53,000 sh	53,000	$5.0M
CHASE INVESTMENT COUNSEL47,626 sh	47,626	$4.5M
Quadrant Private Wealth Management47,558 sh	47,558	$4.5M
MALTESE CAPITAL MANAGEMENT45,200 sh	45,200	$4.2M
ODDO BHF ASSET MANAGEMENT SAS36,859 sh	36,859	$3.5M
Convergence Investment Partners35,293 sh	35,293	$3.3M
CSM Advisors34,879 sh	34,879	$3.3M
Oak Thistle31,203 sh	31,203	$2.9M
J. Goldman29,997 sh	29,997	$2.8M
Concentric Capital Strategies29,970 sh	29,970	$2.8M
Stony Point Wealth Management29,965 sh	29,965	$2.8M
EPG Wealth Management28,762 sh	28,762	$2.7M
SummitTX Capital, L.P.26,841 sh	26,841	$2.5M
Horizon Investment Services26,099 sh	26,099	$2.5M
Kiker Wealth Management23,283 sh	23,283	$2.2M
Element Squared23,180 sh	23,180	$2.2M
FOX RUN MANAGEMENT, L.L.C.23,123 sh	23,123	$2.2M
Havemeyer Place22,788 sh	22,788	$2.1M
BRANT POINT INVESTMENT MANAGEMENT21,109 sh	21,109	$2.0M
Itau Unibanco Holding S.A.16,564 sh	16,564	$1.7M
WINTON GROUP Ltd15,008 sh	15,008	$1.4M
LECAP ASSET MANAGEMENT LTD14,203 sh	14,203	$1.3M
BLUE JEAN FINANCIAL13,791 sh	13,791	$1.3M
Bridgefront Capital12,268 sh	12,268	$1.2M
Empirical Asset Management12,070 sh	12,070	$1.1M
CenterBook Partners12,070 sh	12,070	$1.1M
EVOKE WEALTH11,902 sh	11,902	$1.1M
Accuvest Global Advisors9,584 sh	9,584	$901.0K
Farringdon Capital, Ltd.8,028 sh	8,028	$754.5K
Capital Markets Trading UK LLP7,962 sh	7,962	$748.0K
ORSER CAPITAL MANAGEMENT7,936 sh	7,936	$745.8K
SkyView Investment Advisors7,838 sh	7,838	$737.0K
NEVILLE RODIE & SHAW7,735 sh	7,735	$727.0K
Marathon Trading Investment Management7,500 sh	7,500	$704.9K
SECURED RETIREMENT ADVISORS6,729 sh	6,729	$632.4K
Essex6,373 sh	6,373	$598.9K
ALPINE WOODS CAPITAL INVESTORS6,218 sh	6,218	$584.4K
Tributary Capital Management5,650 sh	5,650	$531.0K
FOCUSED ALPHA5,626 sh	5,626	$528.7K
SBE DBA CEDAR COVE WEALTH PARTNERS5,291 sh	5,291	$497.2K
Empire Financial Management Company5,000 sh	5,000	$469.9K
Lester Murray Antman dba SimplyRich4,510 sh	4,510	$423.0K
denkapparat Operations GmbH4,214 sh	4,214	$396.0K
Fieldview Capital Management4,199 sh	4,199	$394.6K
CHICAGO NA4,193 sh	4,193	$394.1K
SCS Capital Management4,101 sh	4,101	$385.4K
TWO SIGMA SECURITIES4,051 sh	4,051	$380.7K
Prostatis Group4,032 sh	4,032	$378.9K
BW Gestao de Investimentos Ltda.3,935 sh	3,935	$369.8K
Marion Wealth Management3,578 sh	3,578	$336.3K
SIERRA SUMMIT ADVISORS3,400 sh	3,400	$319.5K
Teza Capital Management3,305 sh	3,305	$310.6K
Farmers National Bank3,282 sh	3,282	$308.4K
Moran Wealth Management3,189 sh	3,189	$299.7K
HOLDERNESS INVESTMENTS3,166 sh	3,166	$297.5K
BRIAN LOW FINANCIAL GROUP3,137 sh	3,137	$294.8K
Triad Investment Management3,000 sh	3,000	$293.1K
Destiny Wealth Partners3,115 sh	3,115	$292.8K
SAPIENT CAPITAL3,112 sh	3,112	$292.5K
ST. NICHOLAS PRIVATE ASSET MANAGEMENT3,080 sh	3,080	$289.5K
Alvarez & Marsal Private Wealth Partners3,074 sh	3,074	$288.9K
QTR Family Wealth2,896 sh	2,896	$284.9K
ARMISTICE CAPITAL3,025 sh	3,025	$284.3K
Martel Wealth Advisors3,000 sh	3,000	$281.9K
DRIVE WEALTH MANAGEMENT2,983 sh	2,983	$280.3K
WealthShield Partners2,940 sh	2,940	$276.3K
AVITY INVESTMENT MANAGEMENT2,725 sh	2,725	$256.1K
49 WEALTH MANAGEMENT2,675 sh	2,675	$251.4K
Twin Tree Management2,643 sh	2,643	$248.4K
MIRABELLA FINANCIAL SERVICES LLP2,608 sh	2,608	$245.1K
EJMK Ventures2,601 sh	2,601	$244.4K
DV Trading2,600 sh	2,600	$244.3K
Meadow Creek Wealth Advisors2,593 sh	2,593	$243.7K
Oasis Advisors2,596 sh	2,596	$243.6K
Regal Investment Advisors2,573 sh	2,573	$241.8K
Spartan Wealth Advisory Services2,563 sh	2,563	$240.9K
Garton & Associates Financial Advisors2,561 sh	2,561	$240.6K

And 56 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.