SCHW Institutional Ownership
Who owns Schwab Charles Corp and what the big funds did with it last quarter, from every SEC 13F filing. 2,320 funds reported holding SCHW at Jun 30, 2026, together owning 83.4% of the company.
- ●1,031 buying vs 1,099 selling
- ▲Held by funds +1.8 pts
- ▼Funds holding -24
- ▲Superinvestors: 6 added, 1 cut
- ▼Put/call 1.68 to 1.97
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,320 | 2,344 | −1.0% |
| In funds' top 10 | 62 | 81 | −23.5% |
| 13F shares | 1.44B | 1.41B | +2.2% |
| Held by funds | 83.4% | 81.6% | +1.8 pts |
| New positions | 149 | 164 | −9.1% |
| Increased | 882 | 966 | −8.7% |
| Reduced | 940 | 855 | +9.9% |
| Sold out | 159 | 156 | +1.9% |
| Calls (shares) | 2.9M | 2.6M | +11.6% |
| Puts (shares) | 5.7M | 4.3M | +34.0% |
| Put/call ratio | 1.97 | 1.68 | +17.5% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SCHW
All superinvestors →
Who owns SCHW
share of fund held shares- Index and passive funds31.8%
- Active managers and hedge funds49.0%
- Banks and brokers15.0%
- Pensions, insurers and other4.2%
The top 10 holders own 43.6% of all SCHW shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
891 funds changed their position- Flossbach Von Storch SETrimmed−1.8M sh
- Provident Trust CoTrimmed−1.2M sh
- Cardano Risk Management B.V.New+1.1M sh
- Mondrian Investment Partners LTDTrimmed−876K sh
- Montrusco Bolton Investments Inc.New+695K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.77% | 134M | $12.4B | +1.3M |
| 2 | Vanguard Capital Management LLC | 6.21% | 107M | $9.9B | −1M |
| 3 | Dodge & Cox | 4.45% | 77M | $7.1B | +2M |
| 4 | State Street Corp | 4.23% | 73.2M | $6.8B | +411K |
| 5 | Jpmorgan Chase & Co | 2.84% | 49.2M | $4.5B | −24.7M |
| 6 | Fmr LLC | 2.56% | 44.3M | $4.1B | +8.6M |
| 7 | Price T Rowe Associates Inc /md/ | 2.50% | 43.3M | $4B | −5.3M |
| 8 | Geode Capital Management, LLC | 2.16% | 37.3M | $3.4B | −1.4M |
| 9 | Franklin Resources Inc | 2.11% | 36.5M | $3.4B | +4.7M |
| 10 | Vanguard Portfolio Management LLC | 1.55% | 26.9M | $2.5B | +317K |
- Norges Bank+22.7M sh+$2.1B
- Fmr LLC+8.6M sh+$791M
- Wellington Management Group LLP+7.5M sh+$695M
- Arrowstreet Capital, Limited Partnership+4.7M sh+$432M
- Franklin Resources Inc+4.7M sh+$429M
- Barrow Hanley Mewhinney & Strauss LLC+4.6M sh+$427M
- Bamco Inc /ny/+4.2M sh+$387M
- UBS Group AG+3.8M sh+$354M
- Jpmorgan Chase & Co−24.7M sh−$2.2B
- Bank of New York Mellon Corp−5.7M sh−$523M
- Price T Rowe Associates Inc /md/−5.3M sh−$493M
- Boston Partners−4.5M sh−$414M
- Farallon Capital Management, L.l.c.−4M sh−$372M
- Viking Global Investors LP−4M sh−$371M
- Invesco Ltd.−3.9M sh−$357M
- Newlands Management Operations LLC−3.2M sh−$300M
SCHW institutional ownership FAQ
Who owns the most SCHW stock?
In Q2 2026 13F filings the largest holder of SCHW was BlackRock, Inc., followed by Vanguard Capital Management LLC and Dodge & Cox. Index fund managers are usually the biggest holders of large companies.
What percentage of SCHW is owned by institutions?
Funds that file 13F reports held 83.4% of SCHW's shares at Jun 30, 2026, compared with 81.6% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying SCHW?
In Q2 2026, 1,031 funds bought SCHW (149 of them new positions) and 1,099 sold (159 sold out completely). Among well known investors, 6 added and 1 cut. Our fund sentiment for SCHW is neutral.
What is SCHW's institutional put/call ratio?
Funds reported $529M of SCHW puts against $268M of calls, a put/call ratio of 1.97 (1.68 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this SCHW ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.