SCHWAB CHARLES CORP COM

SCHWAB CHARLES CORP COM is a security (CUSIP 808513105) tracked across SEC portfolio filings. 2,437 institutional managers reported $126.4B on Form 13F as of 2026-06-30; 197 registered fund positions totaling $9.7B via N-PORT as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 2,437 managers by value.

ManagerLocationValueShares
VANGUARD GROUP INCValley Forge, PA$15.0B150,528,952
BlackRock, Inc.New York, NY$12.5B133,156,556
Dodge & CoxSan Francisco, CA$7.0B75,002,881
JPMORGAN CHASE & CONEW YORK, NY$6.9B73,848,142
STATE STREET CORPBOSTON, MA$6.8B72,763,682
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$3.6B38,692,266
FMR LLCBOSTON, MA$3.4B35,688,169
FRANKLIN RESOURCES INCSan Mateo, CA$3.0B31,825,622
PRIMECAP MANAGEMENT CO/CA/PASADENA, CA$2.2B23,441,915
MASSACHUSETTS FINANCIAL SERVICES CO /MA/Boston, MA$2.1B13,356,306
MORGAN STANLEYNEW YORK, NY$2.1B22,033,942
HARRIS ASSOCIATES L PCHICAGO, IL$2.0B21,812,476
Fisher Asset Management, LLCPLANO, TX$2.0B21,952,062
Artisan Partners Limited PartnershipMilwaukee, WI$1.6B17,451,048
NORTHERN TRUST CORPCHICAGO, IL$1.5B16,360,776

Top fund holders (N-PORT)

Showing 15 of 197 fund positions by value.

FundRegistrantValue% of fund
State Street(R) SPDR(R) S&P 500(R) ETF TrustState Street(R) SPDR(R) S&P 500(R) ETF Trust$1.8B28.11%
Putnam Large Cap Value FundPutnam Large Cap Value Fund$759.2M151.21%
Dodge & Cox Global Stock FundDodge & Cox Funds$631.5M526.02%
Fidelity ContrafundFidelity Contrafund$579.1M36.70%
T. Rowe Price Value Fund, Inc.T. ROWE PRICE VALUE FUND, INC.$492.5M154.47%
Franklin Rising Dividends FundFranklin Managed Trust$487.3M189.02%
T. Rowe Price Dividend Growth Fund, Inc.T. ROWE PRICE DIVIDEND GROWTH FUND, INC.$317.4M140.06%
T. Rowe Price Equity Income FundT. ROWE PRICE EQUITY INCOME FUND, INC.$296.0M183.02%
BlackRock Equity Dividend FundBlackRock Equity Dividend Fund$267.2M135.64%
American Funds Fundamental InvestorsAmerican Funds Fundamental Investors$216.1M14.03%
VANGUARD PRIMECAP CORE FUNDVANGUARD FENWAY FUNDS$203.7M150.41%
T. Rowe Price Blue Chip Growth Fund, Inc.T. ROWE PRICE BLUE CHIP GROWTH FUND, INC.$173.9M29.57%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust$166.8M18.99%
Sequoia Fund IncSequoia Fund Inc$157.1M472.24%
Fidelity Series Value Discovery FundFidelity Devonshire Trust$149.6M93.77%

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