BlackRock
SCHW

BlackRock’s Charles Schwab SCHW Stock Holding History

BlackRock’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,462,500
Closed -$101M – 5371
2023
Q4 		$101M Buy
+1,462,500
New +$84.5M ﹤0.01% 2070
2023
Q2 		– Sell
-2,641,000
Closed -$138M – 5603
2023
Q1 		$138M Buy
+2,641,000
New +$193M ﹤0.01% 1815
2022
Q4 		– Sell
-363,600
Closed -$26.1M – 5836
2022
Q3 		$26.1M Buy
+363,600
New +$25.2M ﹤0.01% 2884

Other funds holding SCHW

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock's SCHW Position: Q1 2026 in Review

BlackRock reduced its Charles Schwab (SCHW) stake by 0.75% in Q1 2026, selling an estimated $99.2M and leaving 133,156,556 shares worth $12.5B. The position accounts for 0.22% of the portfolio, ranked #73.

BlackRock first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.4B in Q4 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • BlackRock held 133,156,556 shares of Charles Schwab worth $12.5B as of Q1 2026.
  • BlackRock sold 1,011,277 Charles Schwab shares in Q1 2026, an estimated $99.2M.
  • Charles Schwab made up 0.22% of BlackRock's portfolio in Q1 2026, its #73 holding.
  • BlackRock first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • BlackRock's Charles Schwab position peaked at $13.4B in Q4 2025.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on BlackRock's 13F filing for Q1 2026, filed 13 May 2026.