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Who Owns SCHWAB CHARLES CORP (SCHW)? -- Institutional Holders (2026-06-30)

1,207 institutions reported holding $13.13B of SCHWAB CHARLES CORP (SCHW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ ($2.13B), Fisher Asset Management, LLC ($2.03B), ENVESTNET ASSET MANAGEMENT INC ($514.1M), PROVIDENT TRUST CO ($342.9M), Sumitomo Mitsui Trust Group, Inc. ($319.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.13B13.4MTrimmed
2Fisher Asset Management, LLC$2.03B22.0MTrimmed
3ENVESTNET ASSET MANAGEMENT INC$514.1M5.6MTrimmed
4PROVIDENT TRUST CO$342.9M3.7MAdded
5Sumitomo Mitsui Trust Group, Inc.$319.3M3.5MTrimmed
6PRINCIPAL FINANCIAL GROUP INC$253.0M2.7MTrimmed
7CITIGROUP INC$237.2M2.6MAdded
8FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$235.3M2.6MAdded
9Mondrian Investment Partners LTD$171.5M1.9MAdded
10Assenagon Asset Management S.A.$160.9M1.7MTrimmed
11CapitalatWork S.A.$154.5M1.7MAdded
12NEW YORK STATE COMMON RETIREMENT FUND$153.3M1.7MTrimmed
13Aberdeen Group plc$151.7M1.6MAdded
14Markel Group Inc.$128.7M1.4MAdded
15VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$123.4M1.3MTrimmed
16TRUIST FINANCIAL CORP$117.6M1.3MTrimmed
17PARNASSUS INVESTMENTS, LLC$116.1M1.3MTrimmed
18NEW YORK STATE TEACHERS RETIREMENT SYSTEM$115.4M1.3MTrimmed
19ASSETMARK, INC$110.0M1.2MAdded
20Retirement Systems of Alabama$101.1M1.1MTrimmed
21Ninety One UK Ltd$97.1M1.1MAdded
22Pictet Asset Management Holding SA$95.5M1.0MAdded
23STRS OHIO$94.1M1.0MTrimmed
24Boston Partners$92.2M998,920Trimmed
25Walleye Trading LLC$87.6M949,153Added

Source: SEC Form 13F filings · as of 2026-06-30