SCHWAB CHARLES CORP - SCHW

Sector: Financial · Industry: Security Brokers, Dealers & Flotation Companies
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$147.9B
QoQ value delta ($000)
+$7.398B (+5.27%)
Implied price effect (QoQ)
+4.73%
Shares
Total shares
1,478,411,849
QoQ shares delta
+7,519,063 (+0.51%)
Total shares held by funds (by quarter)

Market chart (SCHW)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 144 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
VANGUARD GROUP INC 15,039,347 150,528,952 0.22%
BlackRock, Inc. 13,404,708 134,167,833 0.23%
DODGE & COX 7,644,506 76,513,926 4.13%
STATE STREET CORP 7,256,114 72,626,508 0.24%
JPMORGAN CHASE & CO 6,713,044 67,190,915 0.42%
PRICE T ROWE ASSOCIATES INC /MD/ 4,905,206 49,096,235 0.53%
GEODE CAPITAL MANAGEMENT, LLC 3,747,646 37,667,640 0.23%
FMR LLC 3,380,378 33,834,232 0.17%
FRANKLIN RESOURCES INC 3,015,720 30,184,369 0.74%
PRIMECAP MANAGEMENT CO/CA/ 2,325,512 23,276,071 1.76%
MORGAN STANLEY 2,321,232 23,233,235 0.14%
HARRIS ASSOCIATES L P 2,201,166 22,031,493 2.78%
Fisher Asset Management, LLC 2,179,887 21,818,514 0.74%
NORGES BANK 1,994,189 19,959,856 0.21%
Artisan Partners Limited Partnership 1,719,085 17,206,336 2.57%
NORTHERN TRUST CORP 1,658,166 16,596,600 0.21%
Invesco Ltd. 1,641,079 16,425,579 0.25%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,535,303 15,366,868 0.5%
BANK OF AMERICA CORP /DE/ 1,507,925 15,092,839 0.11%
VIKING GLOBAL INVESTORS LP 1,386,041 13,872,905 3.68%
ALLIANCEBERNSTEIN L.P. 1,317,397 13,185,839 0.42%
Bank of New York Mellon Corp 1,314,036 13,152,198 0.23%
BROWN ADVISORY INC 1,218,447 12,195,433 1.7%
GOLDMAN SACHS GROUP INC 1,212,999 12,140,926 0.15%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,122,994 11,240,065 0.24%