2075 tracked 13F filers disclose a position in SCHW as of the latest SEC 13F filings, a combined $127.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $12.5B | 133.2M | ▼−0.8% Reduced · −1.0M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $10.2B | 108.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | DODGE & COX | $7.0B | 75.0M | ▼−2.0% Reduced · −1.5M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $6.9B | 73.8M | ▲+9.9% Added · +6.7M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $6.8B | 73.2M | ▲+0.6% Added · +411K sh | Q2 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $4.6B | 48.6M | ▼−0.9% Reduced · −459K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $3.4B | 37.3M | ▼−3.6% Reduced · −1.4M sh | Q2 2026 | |
| 8 | FMR LLC | $3.4B | 35.7M | ▲+5.5% Added · +1.9M sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $3.0B | 31.8M | ▲+5.4% Added · +1.6M sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5B | 26.6M | →First observed position No prior filed position | Q1 2026 | |
| 11 | PRIMECAP MANAGEMENT CO/CA/ | $2.2B | 23.4M | ▲+0.7% Added · +166K sh | Q1 2026 | |
| 12 | Fisher Asset Management, LLC | $2.1B | 22.2M | ▲+1.8% Added · +400K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $2.1B | 22.0M | ▼−5.2% Reduced · −1.2M sh | Q1 2026 | |
| 14 | HARRIS ASSOCIATES L P | $2.0B | 21.8M | ▼−1.0% Reduced · −219K sh | Q1 2026 | |
| 15 | NORGES BANK | $2.0B | 20.0M | ▼−3.6% Reduced · −753K sh | Q4 2025 | |
| 16 | Artisan Partners Limited Partnership | $1.6B | 17.5M | ▲+1.4% Added · +245K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $1.5B | 16.4M | ▼−1.4% Reduced · −236K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $1.5B | 16.2M | ▲+23% Added · +3.0M sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $1.5B | 15.6M | ▲+3.5% Added · +530K sh | Q1 2026 | |
| 20 | VIKING GLOBAL INVESTORS LP | $1.4B | 14.7M | ▲+5.7% Added · +792K sh | Q1 2026 | |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $2.3B | 14.5M | ▼−5.5% Reduced · −845K sh | Q1 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $1.3B | 12.5M | ▼−5.0% Reduced · −656K sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.1B | 11.9M | ▲+5.7% Added · +636K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $1.1B | 11.4M | ▲+17% Added · +1.6M sh | Q1 2026 | |
| 25 | FLOSSBACH VON STORCH SE | $987.9M | 10.7M | ▲+0.3% Added · +37K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in SCHW and 26 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 1365 funds | $384.9B |
| AMAZON.COM INCAMZN | 1348 funds | $292.8B |
| NVIDIA CORPNVDA | 1335 funds | $530.8B |
| APPLE INCAAPL | 1330 funds | $419.4B |
| ALPHABET INC-CL AGOOGL | 1322 funds | $267.5B |
| JPMORGAN CHASE & COJPM | 1302 funds | $107.6B |
| META PLATFORMS INC-CLASS AMETA | 1295 funds | $158.4B |
| ALPHABET INC-CL CGOOG | 1266 funds | $174.3B |
| BROADCOM INCAVGO | 1252 funds | $209.1B |
| VISA INC-CLASS A SHARESV | 1248 funds | $96.8B |
| JOHNSON & JOHNSONJNJ | 1224 funds | $72.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 1218 funds | $61.8B |
Ranked by how many of SCHW's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Bettinger Walter W | Co-Chairman, Director | Sell (S) | 74K | $8.3M |
| Aug 28, 2026 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | Sell (S) | 3K | $343K |
| Aug 26, 2026 | Schwab-Pomerantz Carolyn | Director | Sell (S) | 9K | $1.0M |
| Aug 24, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell (S) | 117K | $13.2M |
| Aug 24, 2026 | Bettinger Walter W | Co-Chairman, Director | Sell (S) | 176K | $20.0M |
| Aug 17, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell (S) | 1K | $111K |
| Aug 14, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Sell (S) | 22K | $2.4M |
| Aug 13, 2026 | Howard Dennis | MD, Chief Tech, OPS & Data Off | Sell (S) | 2K | $242K |
| Aug 12, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell (S) | 46K | $5.0M |
| Aug 11, 2026 | Schwab Charles R. | Co-Chairman, Director | Sell (S) | 46K | $5.0M |
| Aug 10, 2026 | Murtagh Nigel J | Chief Risk Officer | Sell (S) | 25K | $2.7M |
| Aug 7, 2026 | SNEED PAULA A | Director | Sell (S) | 5K | $564K |
| Class | 13F holders | Value held |
|---|---|---|
| SCHWthis pagecs | 2075 funds | $127.8B |
| 808513600Preferred Stock | 5 funds | $718K |
| SCHW 4.45 PERP JPreferred Stock | 4 funds | $1.4M |
| 808513015COM | 1 funds | $4.2M |
| 80851310RCOMMON STOCK | 1 funds | $140K |
| 808513CJ2CORPORATE BONDS | 1 funds | $30K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SCHW
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCHW/capital-change-brief"
Use Arkolith's capital_change_brief for SCHW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.