Companies / SCHWAB CHARLES CORP / Institutional holders

Schwab Charles Corp

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
VANGUARD GROUP INC	$15.04B	150,528,952	8.70%
BlackRock, Inc.	$12.40B	134,414,949	7.77%
Dodge & Cox	$7.64B	76,513,926	4.42%
STATE STREET CORPORATION	$6.75B	73,174,188	4.23%
JPMORGAN CHASE & CO	$6.71B	67,190,915	3.89%
GEODE CAPITAL MANAGEMENT, LLC	$3.62B	38,692,266	2.24%
FMR LLC	$3.38B	33,834,232	1.96%
Franklin Resources, Inc.	$3.02B	30,184,369	1.75%
PRIMECAP MANAGEMENT CO/CA	$2.33B	23,276,071	1.35%
Morgan Stanley	$2.32B	23,233,235	1.34%
HARRIS ASSOCIATES L P	$2.20B	22,031,493	1.27%
Fisher Asset Management, LLC	$2.18B	21,818,514	1.26%
Norges Bank	$1.99B	19,959,856	1.15%
Artisan Partners Asset Management Inc.	$1.72B	17,206,336	0.99%
NORTHERN TRUST CORP	$1.66B	16,596,600	0.96%
Invesco Ltd.	$1.64B	16,425,579	0.95%
Massachusetts Financial Services Company	$1.54B	15,366,868	0.89%
Bank of New York Mellon Corp/The	$1.52B	16,162,082	0.93%
BANK OF AMERICA CORP /DE	$1.51B	15,092,839	0.87%
VIKING GLOBAL INVESTORS LP	$1.38B	14,664,954	0.85%
AllianceBernstein L.P.	$1.25B	12,529,509	0.72%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.12B	11,240,065	0.65%
FLOSSBACH VON STORCH SE	$1.05B	10,465,592	0.61%
THE GOLDMAN SACHS GROUP, INC.	$974.77M	9,756,526	0.56%
Legal & General Group Plc	$956.22M	9,570,836	0.55%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$935.94M	9,367,818	0.54%
AMERIPRISE FINANCIAL INC	$905.85M	9,066,453	0.52%
BROWN ADVISORY INC	$859.17M	9,142,065	0.53%
Baird Financial Group, Inc.	$796.85M	7,975,675	0.46%
UBS Group AG	$735.88M	7,365,471	0.43%
BAMCO INC /NY	$701.50M	7,464,316	0.43%
TWO SIGMA ADVISERS, LP	$627.82M	6,283,895	0.36%
DEUTSCHE BANK AG	$614.18M	6,656,381	0.38%
Nuveen, LLC	$580.19M	5,807,109	0.34%
Dimensional Fund Advisors LP	$567.70M	5,681,955	0.33%
Ruane, Cunniff & Goldfarb L.P.	$558.99M	5,594,948	0.32%
ENVESTNET ASSET MANAGEMENT INC	$543.46M	5,439,634	0.31%
AMUNDI	$524.94M	5,585,640	0.32%
Boston Partners	$515.67M	5,486,614	0.32%
TWO SIGMA INVESTMENTS, LP	$503.76M	5,360,299	0.31%
Allen Investment Management, LLC	$500.77M	5,328,450	0.31%
Citadel Advisors LLC	$472.69M	4,731,108	0.27%
Royal Bank of Canada	$457.05M	4,863,249	0.28%
Barclays PLC	$423.56M	4,239,374	0.25%
National Pension Service	$405.60M	4,059,646	0.23%
HSBC HOLDINGS PLC	$395.99M	3,955,974	0.23%
YACKTMAN ASSET MANAGEMENT LP	$393.30M	3,936,540	0.23%
FIDUCIARY MANAGEMENT INC /WI	$386.88M	3,872,312	0.22%
Sumitomo Mitsui Trust Group, Inc.	$382.02M	3,823,597	0.22%
Clearbridge Investments, LLC	$371.90M	3,957,222	0.23%