Latest Period
Q1 2026
Security Snapshot
Charles Schwab Corp/The - Common Stock Institutional Ownership
CUSIP: 808513105
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
116
Shares (Excl. Options)
27,291,663
Price
$93.98
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- Security type / class
- Equity / Common Stock
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 27,291,663
- Total 13F value
- $2,338,940,886
- Share change
- 0
- Number of holders
- 116
- Shares outstanding
- 1,814,100,049
- SEC-reported price per share
- $93.98
Latest holder snapshot
2 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 808513105 - Charles Schwab Corp/The - Common Stock is tracked under CUSIP 808513105.
- 116 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 5 to 116 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $22,982,033,138 to $2,338,940,886.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 116 institutions filings for Q1 2026.
Security key
808513105
Latest holder period
Q1 2026
13F holders
116
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808513105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
808513105
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.2% | 148,393,384 | The Vanguard Group | 31 Mar 2025 |
As of 31 Mar 2026, 116 institutional investors reported holding 27,291,663 shares of Charles Schwab Corp/The - Common Stock. This represents 1.5% of the company’s total 1,814,100,049 outstanding shares.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 27,291,663 | $2,338,940,886 | $93.98 | 116 | |
| 2025 Q4 | 230,027,356 | $22,982,033,138 | +$27,961,212 | $99.91 | 5 |
| 2024 Q3 | 62,076,447 | $4,023,174,530 | +$26,892,845 | $64.81 | 1 |
| 2024 Q2 | 162,684,888 | $11,988,249,397 | +$118,568,168 | $73.69 | 2 |
| 2024 Q1 | 161,075,875 | $11,652,228,853 | +$328,077,889 | $72.34 | 2 |
| 2023 Q4 | 156,540,654 | $10,769,996,999 | $68.80 | 2 |