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Ownership — SCHW
Institutional Holdings
Insider Transactions
US Institutional Ownership
86.9%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
134.41M
$12.40B
7.72%
+1.26M
2026-06-30
Vanguard Capital Management LLC
107.33M
$9.90B
6.17%
-1.02M
2026-06-30
Dodge & Cox
76.97M
$7.10B
4.42%
+1.97M
2026-06-30
State Street Corp
73.17M
$6.75B
4.21%
+410.5K
2026-06-30
Larry Mathis Financial Planning, LLC
72.56M
$672.0M
4.17%
+72.56M
2026-06-30
JPMorgan Chase & Co
49.17M
$4.45B
2.83%
-18.03M
2026-06-30
FMR LLC
44.27M
$4.08B
2.54%
+8.58M
2026-06-30
Price T Rowe Associates Inc
43.29M
$3.99B
2.49%
-5.35M
2026-06-30
Geode Capital Management, LLC
37.29M
$3.43B
2.14%
-1.40M
2026-06-30
Franklin Resources Inc
36.48M
$3.37B
2.10%
+4.65M
2026-06-30
Vanguard Portfolio Management LLC
26.89M
$2.48B
1.55%
+317.0K
2026-06-30
Primecap Management Co
25.12M
$2.32B
1.44%
+1.68M
2026-06-30
Harris Associates L P
24.20M
$2.23B
1.39%
+2.39M
2026-06-30
Morgan Stanley
22.79M
$2.10B
1.31%
+759.6K
2026-06-30
Norges Bank
22.66M
$2.09B
1.30%
+2.70M
2026-06-30
Fisher Asset Management, LLC
21.95M
$2.02B
1.26%
-266.0K
2026-06-30
Artisan Partners Limited Partnership
18.93M
$1.75B
1.09%
+1.48M
2026-06-30
Bank of America Corp
15.99M
$1.48B
0.92%
+370.1K
2026-06-30
Northern Trust Corp
15.95M
$1.47B
0.92%
-408.3K
2026-06-30
Goldman Sachs Group Inc
13.85M
$1.28B
0.80%
+737.1K
2026-06-30
Massachusetts Financial Services Co
13.36M
$2.13B
0.77%
-1.17M
2026-06-30
Invesco Ltd.
13.09M
$1.21B
0.75%
-3.87M
2026-06-30
Ameriprise Financial Inc
12.53M
$1.16B
0.72%
+3.76M
2026-06-30
UBS Group AG
12.46M
$1.15B
0.72%
+5.06M
2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
11.84M
$1.09B
0.68%
-31.9K
2026-06-30
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