SCHW The Charles Schwab Corporation

Financial Services

$89.40-0.83%ClosedMarket Cap: $155.48B

As of 2026-05-26

Institutional Ownership Summary

Investors Holding

2,375

13F Shares

1,453,078,816

Ownership %

80.5%

New Positions

271

Increased Positions

1199

Closed Positions

143

Reduced Positions

835

ETF Exposure

ETF Symbol	ETF Name	Shares Held	Weight %
KOC		1,851,600	11.53%
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	1,851,600	11.53%
ACSI	American Customer Satisfaction ETF	45,057	4.23%
GABF	Gabelli Financial Services Opportunities ETF	20,500	3.94%
DFNL	Davis Select Financial ETF	100,091	3.31%
BLCV	iShares Large Cap Value Active ETF	86,820	2.77%
IYF	iShares U.S. Financials ETF	941,980	2.71%
NLF		941,980	2.71%
NAG		502,965	2.51%
IYG	iShares U.S. Financial Services ETF	502,965	2.51%
ALVRX		637,922	2.46%
FLV	American Century Focused Large Cap Value ETF	69,568	2.42%
FLVFLVFLV		65,881	2.34%
XLF		11,316,010	2.25%
DVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETF	19,502	2.24%
PVAL	Putnam Focused Large Cap Value ETF	2,040,036	2.19%
LCF	Touchstone US Large Cap Focused ETF	10,962	2.06%
BAMV	Brookstone Value Stock ETF	20,738	2.05%
FNCL	Fidelity MSCI Financials Index ETF	460,761	2.02%
VPMCX		15,246,248	2.00%