Schwab Charles Corp

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ SCHW

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/22/2026

Shares

15,366,868

Value ($000)

1,535,304

Weight

0.5%

2013 Q4 - 2025 Q4 (28 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/22/2026	1,535,304	0.5%	15,366,868	12/31/2025
2025 Q3	10/29/2025	1,631,020	0.5%	17,084,112	9/30/2025
2025 Q2	8/8/2025	1,679,296	0.5%	18,405,261	6/30/2025
2025 Q1	5/2/2025	1,606,862	0.5%	20,527,113	3/31/2025
2024 Q4	2/12/2025	1,627,981	0.5%	21,996,773	12/31/2024
2024 Q3	11/12/2024	1,858,706	0.6%	28,679,305	9/30/2024
2024 Q2	8/9/2024	1,987,271	0.6%	26,967,993	6/30/2024
2024 Q1	5/14/2024	2,224,699	0.7%	30,753,371	3/31/2024
2023 Q4	2/8/2024	2,132,454	0.7%	30,994,967	12/31/2023
2023 Q3	11/8/2023	1,634,700	0.6%	29,775,952	9/30/2023
2023 Q2	8/9/2023	1,336,515	0.4%	23,580,018	6/30/2023
2023 Q1	5/10/2023	1,128,430	0.4%	21,543,142	3/31/2023
2022 Q4	2/13/2023	2,345,113	0.8%	28,166,148	12/31/2022
2022 Q3	11/9/2022	2,292,318	0.9%	31,895,350	9/30/2022
2022 Q2	8/9/2022	2,111,317	0.7%	33,417,491	6/30/2022
2022 Q1	5/11/2022	2,745,676	0.8%	32,566,425	3/31/2022
2021 Q4	2/10/2022	2,863,369	0.8%	34,047,187	12/31/2021
2021 Q3	11/10/2021	2,443,858	0.7%	33,551,050	9/30/2021
2021 Q2	8/13/2021	2,473,777	0.7%	33,975,787	6/30/2021
2021 Q1	5/13/2021	2,272,772	0.7%	34,869,150	3/31/2021
2020 Q4	5/12/2021	1,739,011	0.6%	32,786,787	12/31/2020
2020 Q3	11/12/2020	715,374	0.3%	19,745,353	9/30/2020
2020 Q2	11/20/2020	616,836	0.2%	18,282,036	6/30/2020
2020 Q1	11/20/2020	572,088	0.3%	17,016,310	3/31/2020
2019 Q4	11/25/2020	683,085	0.3%	14,362,609	12/31/2019
2019 Q3	11/20/2020	217,714	0.1%	5,204,732	9/30/2019
2014 Q1	5/13/2014	47,307	0.0%	1,730,972	3/31/2014
2013 Q4	2/12/2014	57,953	0.0%	2,228,961	12/31/2013