13FBOX
SCHWAB CHARLES CORP · 13F Institutional Holdings
Options Calculator Rankings

SCHWAB CHARLES CORP

SCHW
Institutions
2318
Combined AUM (Q2 2026)
$135.21B
Combined Shares (Q2 2026)
1.47B
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+120.1M
1060 · 186 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-110.0M
1138 · 188 Exit · ≈
⚖️ Net
+10.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$135.21B
Institutions
2318
New Buys
186
Adds
874
Reduces
950
Exits
188
Unchanged
308
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.18%0.22%#795$12.40B134.4M$12.51B133.2M+1.3M+0.95%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.21%0.25%#705$9.90B107.3M$10.18B108.4M-1.0M-0.95%Reduce
DODGE & COX
3.72%3.87%#30$7.10B77.0M$7.05B75.0M+2.0M+2.62%Add
STATE STREET CORP
0.2%0.24%#732$6.75B73.2M$6.84B72.8M+410,506+0.56%Add
JPMORGAN CHASE & CO
0.24%0.44%#621$4.45B49.2M$6.87B73.8M-24.7M-33.42%Reduce
FMR LLC
0.18%0.18%#821$4.08B44.3M$3.35B35.7M+8.6M+24.03%Add
PRICE T ROWE ASSOCIATES INC /MD/
0.39%0.52%#449$3.99B43.3M$4.57B48.6M-5.3M-10.99%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.18%0.23%#799$3.43B37.3M$3.62B38.7M-1.4M-3.62%Reduce
FRANKLIN RESOURCES INC
0.69%0.65%#300$3.37B36.5M$2.99B31.8M+4.7M+14.61%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.11%0.13%#1063$2.48B26.9M$2.50B26.6M+316,992+1.19%Add
PRIMECAP MANAGEMENT CO/CA/
1.37%1.73%#145$2.32B25.1M$2.20B23.4M+1.7M+7.16%Add
HARRIS ASSOCIATES L P
2.96%2.73%#50$2.23B24.2M$2.05B21.8M+2.4M+10.95%Add
MORGAN STANLEY
0.11%0.14%#1068$2.10B22.8M$2.36B24.7M-1.9M-7.82%Reduce
NORGES BANK
0.21%0.27%#708$2.09B22.7M$1.89B24.2M-1.5M-6.18%Reduce
Fisher Asset Management, LLC
0.6%0.71%#325$2.03B22.0M$2.09B22.2M-266,029-1.20%Reduce
Artisan Partners Limited Partnership
2.77%2.63%#56$1.75B18.9M$1.64B17.5M+1.5M+8.48%Add
BANK OF AMERICA CORP /DE/
0.09%0.11%#1157$1.48B16.0M$1.47B15.6M+370,114+2.37%Add
NORTHERN TRUST CORP
0.17%0.2%#836$1.47B16.0M$1.54B16.4M-408,284-2.50%Reduce
GOLDMAN SACHS GROUP INC
0.11%0.14%#1071$1.28B13.8M$1.23B13.1M+737,126+5.62%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.4%0.76%#444$1.23B13.4M$2.25B14.5M-1.2M-8.03%Reduce
Invesco Ltd.
0.1%0.24%#1152$1.21B13.1M$1.59B17.0M-3.9M-22.80%Reduce
AMERIPRISE FINANCIAL INC
0.23%0.19%#644$1.16B12.5M$824.4M8.8M+3.8M+42.82%Add
UBS Group AG
0.15%0.1%#930$1.15B12.5M$695.4M7.4M+5.1M+68.39%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.2%0.23%#741$1.09B11.8M$1.12B11.9M-31,907-0.27%Reduce
BAMCO INC /NY/
1.61%2.12%#121$1.08B11.7M$701.5M7.5M+4.2M+56.15%Add
ALLIANCEBERNSTEIN L.P.
0.36%0.41%#478$1.06B11.2M$1.25B12.5M-1.3M-10.40%Reduce
FLOSSBACH VON STORCH SE
4.47%4.68%#25$987.9M10.7M$1.00B10.7M+37,153+0.35%Add
VIKING GLOBAL INVESTORS LP
2.8%3.86%#55$981.6M10.6M$1.38B14.7M-4.0M-27.45%Reduce
Bank of New York Mellon Corp
0.16%0.28%#887$967.8M10.5M$1.52B16.2M-5.7M-35.10%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.12%0.14%#1042$874.0M9.5M$901.3M9.6M-117,598-1.23%Reduce
Legal & General Group Plc
0.18%0.22%#808$867.7M9.4M$946.6M10.1M-668,530-6.64%Reduce
BROWN ADVISORY INC
1.33%1.41%#157$859.9M9.3M$859.2M9.1M+176,928+1.94%Add
VANGUARD FIDUCIARY TRUST CO
0.19%0.23%#786$849.7M9.2M$885.2M9.4M-210,069-2.23%Reduce
Baird Financial Group, Inc.
1.11%1.24%#203$804.8M8.7M$793.7M8.4M+276,987+3.28%Add
TWO SIGMA INVESTMENTS, LP
0.57%0.41%#352$784.4M8.5M$508.6M5.4M+3.1M+57.09%Add
WELLINGTON MANAGEMENT GROUP LLP
0.13%0.01%#1000$735.5M8.0M$40.8M433,625+7.5M+1,738.25%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.31%0.15%#520$704.2M7.6M$277.4M3.0M+4.7M+158.54%Add
Amundi
0.15%0.14%#910$632.1M6.9M$524.9M5.6M+1.3M+22.65%Add
DEUTSCHE BANK AG\
0.18%0.16%#815$614.2M6.7M$499.4M5.3M+1.3M+25.28%Add
CITADEL ADVISORS LLC
0.07%0.08%#1328$604.9M6.6M$513.1M5.5M+1.1M+20.08%Add
D. E. Shaw & Co., Inc.
0.28%0.15%#563$591.5M6.4M$252.6M2.7M+3.7M+138.50%Add
DIMENSIONAL FUND ADVISORS LP
0.11%0.11%#1100$582.1M6.3M$539.7M5.7M+566,559+9.87%Add
Nuveen, LLC
0.13%0.15%#993$543.1M5.9M$564.7M6.0M-122,561-2.04%Reduce
BARROW HANLEY MEWHINNEY & STRAUSS LLC
1.6%0.33%#124$526.2M5.7M$101.1M1.1M+4.6M+430.35%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.04%0.05%#1597$515.8M5.6M$453.0M4.8M+770,273+15.98%Add
ENVESTNET ASSET MANAGEMENT INC
0.12%0.14%#1020$514.1M5.6M$528.4M5.6M-51,015-0.91%Reduce
JANE STREET GROUP, LLC
0.04%0.04%#1581$502.4M5.4M$299.1M3.2M+2.3M+71.10%Add
ROYAL BANK OF CANADA
0.07%0.09%#1291$496.8M5.4M$503.0M5.4M+31,899+0.60%Add
AMERICAN CENTURY COMPANIES INC
0.2%0.12%#727$455.4M4.9M$242.7M2.6M+2.4M+91.15%Add
FIRST TRUST ADVISORS LP
0.26%0.23%#593$442.4M4.8M$317.4M3.4M+1.4M+41.99%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow