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Business Summary
Filings
Ownership
Valuation
Ownership — SCHW
Institutional Holdings
Insider Transactions
US Institutional Ownership
87.1%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
134.41M
$12.40B
7.75%
+1.26M
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
107.33M
$9.90B
6.19%
-1.02M
2026-06-30
Dodge & Cox
76.97M
$7.10B
4.44%
+1.97M
2026-06-30
STATE STREET CORP
73.17M
$6.75B
4.22%
+410.5K
2026-06-30
Larry Mathis Financial Planning, LLC
72.56M
$672.0M
4.18%
+72.56M
2026-06-30
JPMORGAN CHASE & CO
49.17M
$4.45B
2.83%
-18.03M
2026-06-30
FMR LLC
44.27M
$4.08B
2.55%
+8.58M
2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/
43.29M
$3.99B
2.50%
-5.35M
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
37.29M
$3.43B
2.15%
-1.40M
2026-06-30
FRANKLIN RESOURCES INC
36.48M
$3.37B
2.10%
+4.65M
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC
26.89M
$2.48B
1.55%
+317.0K
2026-06-30
PRIMECAP MANAGEMENT CO/CA/
25.12M
$2.32B
1.45%
+1.68M
2026-06-30
HARRIS ASSOCIATES L P
24.20M
$2.23B
1.39%
+2.39M
2026-06-30
MORGAN STANLEY
22.79M
$2.10B
1.31%
+759.6K
2026-06-30
NORGES BANK
22.66M
$2.09B
1.31%
+2.70M
2026-06-30
Fisher Asset Management, LLC
21.95M
$2.02B
1.27%
-266.0K
2026-06-30
Artisan Partners Limited Partnership
18.93M
$1.75B
1.09%
+1.48M
2026-06-30
BANK OF AMERICA CORP /DE/
15.99M
$1.48B
0.92%
+370.1K
2026-06-30
NORTHERN TRUST CORP
15.95M
$1.47B
0.92%
-408.3K
2026-06-30
GOLDMAN SACHS GROUP INC
13.85M
$1.28B
0.80%
+737.1K
2026-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13.36M
$2.13B
0.77%
-1.17M
2026-06-30
Invesco Ltd.
13.09M
$1.21B
0.75%
-3.87M
2026-06-30
AMERIPRISE FINANCIAL INC
12.53M
$1.16B
0.72%
+3.76M
2026-06-30
UBS Group AG
12.46M
$1.15B
0.72%
+5.06M
2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
11.84M
$1.09B
0.68%
-31.9K
2026-06-30
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