Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SCHWAB CHARLES CORP

CIK 0000316709SCHWSCHW-PDSCHW-PJ· quarter ending 2026-06-30

Shares outstanding

1,729,335,714

as of 2026-07-31 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

30,908

selection includes debt or preferreds — no % of shares outstanding

Holders

-1 vs 2026-03-31 · 0 new, 1 exited

Value

$748K

shares +4.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	SCHW · NYSE	1,729,335,714	1,443,018,377	83.4%	2,320	808513105

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
808513105	Stock	2,320	1,443,018,377	1,729,335,714	83.4%	$134.0B	44 call / 45 put	13DG	holders →
808513865	PUBLICnot common	4	79,975	—	—	$1.4M	—	NPORT	holders →
808513600	Preferrednot common	5	30,908	—	—	$748K	—	NPORT	holders →
808513CJ2	CORPORATE BONDSnot common	1	29,000	—	—	$30K	—	NPORT	holders →
808513AU9	Corporate Bondsnot common	1	20,000	—	—	$20K	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 30 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (5 of 5 · 808513600)

change vs 2026-03-31

#	Filer	Shares / principal	% of class	Value	Change
1	Mengis Capital Management, Inc.	17,053	—	$413K	—
2	Estabrook Capital Management	11,300	—	$273K	—
3	Archer Investment Corp	1,200	—	$29K	+600 (+100.0%)
4	First Command Advisory Services, Inc.	955	—	$23K	+609 (+176.0%)
5	PNC Financial Services Group, Inc.	400	—	$10K	—

Exited since 2026-03-31 (1 filers; largest 1 shown)

Ascentis Independent Advisors

−30

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	124,955,967	7.18%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
TD Group US Holdings LLC	SCHEDULE 13D/A	2025-02-12	2025-02-10	0	0%
The Toronto-Dominion Bank	SCHEDULE 13D/A	2025-02-12	2025-02-10	1,329,350	0.1%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.