Charles Schwab Corporation (The

Historical 13F Holders

Symbol
SCHW
CUSIP
808513105
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 808513105 since 12/18/2024, newest first.

Filer % of Class Filed
Vanguard Capital Management LLC 13G 7.2% 4/29/2026
Event 3/31/2026
Vanguard Group Inc 13G/A Amendment 10 0% 3/26/2026
Event 3/13/2026
Vanguard Group Inc 13G/A Amendment 9 8.2% 4/30/2025
Event 3/31/2025
Toronto Dominion Bank 13D/A Amendment 3
0.1% 2/12/2025
Event 2/10/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 313 19.7 M $1.92 B
2026 Q2 2,436 1.68 B $137 B
2026 Q1 2,450 1.41 B $133 B
2025 Q4 2,452 1.46 B $146 B
2025 Q3 2,318 1.52 B $145 B
2025 Q2 2,285 1.52 B $138 B
2025 Q1 2,152 1.52 B $120 B
2024 Q4 2,117 1.51 B $112 B
2024 Q3 1,980 1.54 B $99.6 B
2024 Q2 2,025 1.57 B $116 B
2024 Q1 2,019 1.59 B $115 B
2023 Q4 2,014 1.58 B $109 B
2023 Q3 1,859 1.70 B $93.3 B
2023 Q2 1,892 1.69 B $96.1 B
2023 Q1 1,829 1.49 B $77.8 B
2022 Q4 1,725 1.63 B $136 B
2022 Q3 1,620 1.37 B $98.5 B
2022 Q2 1,571 1.33 B $84.3 B
2022 Q1 1,651 1.34 B $113 B
2021 Q4 1,595 1.34 B $113 B
2021 Q3 1,435 1.31 B $95.4 B
2021 Q2 1,439 1.32 B $95.7 B
2021 Q1 1,398 1.31 B $85.3 B
2020 Q4 1,297 1.32 B $70.4 B
2020 Q3 1,120 1.13 B $40.8 B
2020 Q2 1,142 1.12 B $37.7 B
2020 Q1 1,143 1.12 B $37.6 B
2019 Q4 1,256 1.07 B $50.9 B
2019 Q3 1,143 1.02 B $42.8 B
2019 Q2 1,186 1.06 B $42.7 B
2019 Q1 1,178 1.07 B $45.7 B
2018 Q4 1,121 1.09 B $45.2 B
2018 Q3 1,141 1.11 B $54.4 B
2018 Q2 1,131 1.11 B $56.5 B
2018 Q1 1,106 1.11 B $57.7 B
2017 Q4 1,086 1.09 B $56.0 B
2017 Q3 975 1.08 B $47.1 B
2017 Q2 950 1.07 B $46.1 B
2017 Q1 971 1.07 B $43.5 B
2016 Q4 932 1.05 B $41.5 B
2016 Q3 838 1.03 B $32.6 B
2016 Q2 818 1.02 B $26.0 B
2016 Q1 790 1.04 B $28.8 B
2015 Q4 797 1.05 B $34.9 B
2015 Q3 751 1.04 B $29.7 B
2015 Q2 738 1.04 B $33.9 B
2015 Q1 693 1.01 B $30.9 B
2014 Q4 702 1.01 B $30.6 B
2014 Q3 683 999 M $29.4 B
2014 Q2 679 1.02 B $27.4 B
2014 Q1 679 997 M $27.2 B