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Among the 11 tracked institutional investors we monitor, SCHW (SCHWAB CHARLES CORP) is held with a combined value of $40.19B across 418,179,754 shares. The largest holder is VANGUARD GROUP INC with a position worth $15.04B (0.22% of their portfolio). VANGUARD GROUP INC opened a new position in the most recent quarter. 4 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$40.19B
Total Shares Held
418,179,754
Institutional Holders
11
1
$1.85M
9
$47.13M
Total Transactions
36
Last 90 days
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | Michael D Verdeschi | F | Tax Payment | 6,519 | $569.89K |
| May 28, 2026 | Richard A Wurster | P | Purchase | 21,959 | $1.85M |
| May 26, 2026 | JOHN K ADAMS JR | A | Award | 1,602 | $0 |
| May 26, 2026 | FRANK C HERRINGER | A | Award | 1,602 | $0 |
| May 26, 2026 | Joan Dea | A | Award | 1,602 | $0 |
| May 26, 2026 | PAULA A SNEED | A | Award | 1,602 | $0 |
| May 26, 2026 | Carolyn Schwab-Pomerantz | A | Award | 1,602 | $0 |
| May 26, 2026 | Charles A. Ruffel | A | Award | 1,602 | $0 |
| May 26, 2026 | Marianne Catherine Brown | A | Award | 1,602 | $0 |
| May 26, 2026 | Arun Sarin | A | Award | 1,602 | $0 |
Showing 10 of 36 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $15.04B | 0.22% | New |
| 2 | BlackRock, Inc. | $12.51B | 0.22% | -0.8% |
| 3 | STATE STREET CORP | $6.84B | 0.24% | +0.2% |
| 4 | FMR LLC | $3.35B | 0.18% | +5.5% |
| 5 | VIKING GLOBAL INVESTORS LP | $1.38B | 3.86% | +5.7% |
| 6 | CITADEL ADVISORS LLC | $513.05M | 0.08% | -32.6% |
| 7 | D1 Capital Partners L.P. | $221.55M | 1.97% | -25.3% |
| 8 | MILLENNIUM MANAGEMENT LLC | $150.73M | 0.06% | -60.0% |
| 9 | MARKEL GROUP INC. | $130.05M | 1.09% | +0.6% |
| 10 | Point72 Asset Management, L.P. | $51.75M | 0.07% | -81.4% |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SCHW with a position worth $15.04B, representing 0.22% of their portfolio. In total, 11 institutional investors hold SCHW with a combined value of $40.19B.
In the most recent quarter, 1 fund opened a new position in SCHW. Additionally, 4 increased their holdings and 6 reduced their positions.
Institutional investors hold $40.19B worth of SCHW stock across 11 positions. The largest institutional holder is VANGUARD GROUP INC with $15.04B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SCHW, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SCHW positions.