The Charles Schwab Corporation (SCHW)
What changed in recent filings
- Institutions — 5 new · 4 added · 1 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding The Charles Schwab Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 6 → 2026 Q2: 10 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold The Charles Schwab Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- Dodge & Cox3.72% of portfolio · held as of 2019 Q1 or earlier
- Viking Global Investors2.80% of portfolio · since 2024 Q3
- Point72 Asset Management0.05% of portfolio · since 2024 Q4
- Bridgewater Associates0.01% of portfolio · since 2025 Q3
- Tudor Investment Corp0.07% of portfolio · since 2026 Q1
- Harris Associates (Oakmark)2.96% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.27% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.28% of portfolio · held as of 2026 Q2 or earlier
- Generation Investment Management1.45% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management1.37% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
The largest US online brokerage and bank. Its retail customer base expanded greatly via the TD Ameritrade acquisition.
What is the Financials sector?
Banks, investment, cards, and fintech. Moves with the rate cycle.
The Charles Schwab Corporation is classified under the Financials sector. See peers below.
SCHW segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding The Charles Schwab Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
SCHW on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Financials average
Peers · Financials
SCHW FAQ
What is The Charles Schwab Corporation (SCHW)?
The largest US online brokerage and bank. Its retail customer base expanded greatly via the TD Ameritrade acquisition.
What sector is The Charles Schwab Corporation in?
The Charles Schwab Corporation is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.
Where can I analyze The Charles Schwab Corporation (SCHW) stock?
On Stocklore you can see SCHW's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.