Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
2,263 institutional managers reported holding SCHW for the quarter ended Mar 31, 2026. Together they hold about 76% of shares outstanding; the top 10 hold 36%. 181 opened new positions; 200 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 151.97M | 8.67% | $14.28B | added +0.8% | ≤2013 |
| BlackRock | 133.16M | 7.60% | $12.51B | trimmed -0.8% | ≤2013 |
| Dodge & Cox | 75.00M | 4.28% | $7.05B | trimmed -2% | ≤2013 |
| State Street | 72.76M | 4.15% | $6.84B | unchanged | ≤2013 |
| T. Rowe Price | 48.64M | 2.78% | $4.57B | trimmed -0.9% | ≤2013 |
| Geode Capital | 38.69M | 2.21% | $3.64B | added +2.7% | ≤2013 |
| FMR (Fidelity) | 35.69M | 2.04% | $3.35B | added +5.5% | ≤2013 |
| Franklin Resources | 31.83M | 1.82% | $2.99B | added +5.4% | ≤2013 |
| PRIMECAP Management | 23.44M | 1.34% | $2.20B | added +0.7% | ≤2013 |
| Fisher Investments | 22.22M | 1.27% | $2.09B | added +1.8% | 2021 Q2 |
| Morgan Stanley | 22.03M | 1.26% | $2.07B | trimmed -5.2% | ≤2013 |
| Harris Associates (Oakmark) | 21.81M | 1.25% | $2.05B | trimmed -1% | 2018 Q3 |
| UBS | 17.65M | 1.01% | $1.66B | trimmed -5.1% | ≤2013 |
| Artisan Partners | 17.45M | 1.00% | $1.64B | added +1.4% | 2021 Q1 |
| Invesco | 16.96M | 0.97% | $1.59B | added +3.2% | ≤2013 |
| Northern Trust | 16.36M | 0.93% | $1.54B | trimmed -1.4% | ≤2013 |
| BNY Mellon | 16.16M | 0.92% | $1.52B | added +22.9% | ≤2013 |
| Bank OF America CORP /DE/ | 15.62M | 0.89% | $1.47B | added +3.5% | ≤2013 |
| Viking Global | 14.66M | 0.84% | $1.38B | added +5.7% | 2024 Q3 |
| MFS Investment Management | 14.52M | 0.83% | $1.36B | trimmed -5.5% | ≤2013 |
| AllianceBernstein | 12.53M | 0.71% | $1.18B | trimmed -5% | ≤2013 |
| Goldman Sachs | 11.37M | 0.65% | $1.07B | added +16.6% | ≤2013 |
| Flossbach VON Storch SE | 10.67M | 0.61% | $1.00B | added +2% | 2021 Q2 |
| Legal & General Group PLC | 10.07M | 0.57% | $946.5M | added +5.2% | ≤2013 |
| Charles Schwab Investment Management | 9.59M | 0.55% | $901.2M | added +2.4% | ≤2013 |
| Brown Advisory INC | 9.14M | 0.52% | $859.1M | trimmed -25% | ≤2013 |
| Ameriprise Financial INC | 8.77M | 0.50% | $824.5M | trimmed -3.2% | ≤2013 |
| Baird Financial Group, INC. | 8.45M | 0.48% | $793.6M | added +5.9% | 2014 Q4 |
| Bamco INC /NY/ | 7.46M | 0.43% | $701.4M | added +5.7% | ≤2013 |
| Nuveen | 6.01M | 0.34% | $564.6M | added +3.5% | ≤2013 |
| Dimensional Fund Advisors | 5.74M | 0.33% | $539.7M | added +1.1% | ≤2013 |
| Allen Investment Management, LLC | 5.71M | 0.33% | $536.4M | trimmed -4.3% | ≤2013 |
| Envestnet Asset Management INC | 5.62M | 0.32% | $528.4M | added +3.4% | ≤2013 |
| Amundi | 5.59M | 0.32% | $524.9M | trimmed -13.7% | 2016 Q3 |
| Boston Partners | 5.49M | 0.31% | $515.6M | added +17.8% | ≤2013 |
| BNP Paribas Financial Markets | 5.47M | 0.31% | $514.1M | added +37.2% | ≤2013 |
| Two Sigma | 5.36M | 0.31% | $503.7M | added +107.8% | 2022 Q1 |
| Deutsche Bank AG\ | 5.31M | 0.30% | $499.3M | trimmed -11.3% | ≤2013 |
| Royal Bank OF Canada | 4.86M | 0.28% | $457.0M | trimmed -3.7% | ≤2013 |
| Ruane Cunniff (Sequoia) (focused) | 4.71M | 0.27% | $443.0M | trimmed -15.7% | 2016 Q2 |
| Mitsubishi UFJ Asset Management CO., LTD. | 4.67M | 0.27% | $438.5M | added +7% | ≤2013 |
| National Pension Service | 4.48M | 0.26% | $421.4M | added +10.5% | 2014 Q3 |
| Barclays PLC | 4.15M | 0.24% | $390.1M | trimmed -2.1% | ≤2013 |
| Clearbridge Investments, LLC | 3.96M | 0.23% | $371.9M | trimmed -9.5% | ≤2013 |
| Farallon Capital | 3.96M | 0.23% | $371.7M | added +18.4% | 2024 Q4 |
| Yacktman Asset Management | 3.90M | 0.22% | $366.9M | trimmed -0.8% | 2019 Q2 |
| Provident Trust CO (focused) | 3.70M | 0.21% | $348.0M | trimmed -15.3% | 2016 Q1 |
| Nordea Investment Management AB | 3.67M | 0.21% | $345.1M | added +6.8% | ≤2013 |
| CPP Investment Board | 3.62M | 0.21% | $340.1M | trimmed -12.4% | ≤2013 |
| Wells Fargo & COMPANY/MN | 3.58M | 0.20% | $336.0M | added +10.3% | ≤2013 |
Largest 50 of 2,263 shown; the full ranked, searchable register is at boothcheck.com/holders/SCHW. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.