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MFS Investment Management position in SCHW
SCHWAB CHARLES CORP · Financials
Latest position (Q2 2026)13.36M sh
Reported value held$2.13B
Portfolio Weight0.71%
First reportedQ2 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q2 2021 | 33.98M | $2.47B | New |
| Q3 2021 | 33.55M | $2.44B | Reduce |
| Q4 2021 | 34.05M | $2.86B | Add |
| Q2 2022 | 33.42M | $2.11B | Reduce |
| Q3 2022 | 31.90M | $2.29B | Reduce |
| Q4 2022 | 28.17M | $2.35B | Reduce |
| Q1 2023 | 21.54M | $1.13B | Reduce |
| Q2 2023 | 23.58M | $1.34B | Add |
| Q3 2023 | 29.78M | $1.63B | Add |
| Q4 2023 | 30.99M | $2.13B | Add |
| Q1 2024 | 30.75M | $2.22B | Reduce |
| Q2 2024 | 26.97M | $1.99B | Reduce |
| Q3 2024 | 28.68M | $1.86B | Add |
| Q4 2024 | 22.00M | $1.63B | Reduce |
| Q1 2025 | 20.53M | $1.61B | Reduce |
| Q2 2025 | 18.41M | $1.68B | Reduce |
| Q3 2025 | 17.08M | $1.63B | Reduce |
| Q4 2025 | 15.37M | $1.54B | Reduce |
| Q1 2026 | 14.52M | $2.25B | Reduce |
| Q2 2026 | 13.36M | $2.13B | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding SCHW
- Vanguard Group 150.53M sh · $15.04B · Q4 2025
- BlackRock Inc 134.41M sh · $12.40B · Q2 2026
- Dodge & Cox 76.97M sh · $7.10B · Q2 2026
- Fidelity Management & Research (FMR) 44.27M sh · $4.08B · Q2 2026
- Geode Capital Management 37.29M sh · $3.43B · Q2 2026
- Franklin Resources 36.48M sh · $3.37B · Q2 2026
- Harris Associates (Oakmark) 24.20M sh · $2.23B · Q2 2026
- Morgan Stanley 22.79M sh · $2.10B · Q2 2026
- Norges Bank Investment Management 22.66M sh · $2.09B · Q2 2026
- Bank of America Corp 15.99M sh · $1.48B · Q2 2026
- Northern Trust Corp 15.95M sh · $1.47B · Q2 2026