Who owns Charles Schwab Corp, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Vanguard Capital Management: 7.2% · 124,955,967 shares
The Vanguard Group: 0.0% · 0 shares
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See every investor who has disclosed crossing 5% of Charles Schwab Corp.
Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Charles Schwab Corp they hold. Together these 2652 managers report 94.19% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | $15B | 150,528,952 | 0.22% | 8.70% | December 31, 2025 |
| BlackRock, Inc. | $12.4B | 134,414,949 | 0.18% | 7.77% | June 30, 2026 |
2,650 more institutional holders behind a free account
See every manager reporting Charles Schwab Corp, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together the 500 largest funds we checked hold 35.18% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $4.84B | 0.21% | 3.03% | June 30, 2026 |
| Dodge & Cox Stock Fund | $4.74B | 4.00% | 2.97% | June 30, 2026 |
498 more funds behind a free account
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