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Charles Schwab Corporation shares owned by Wellington Grp

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wellington Grp from 13F filings

Historical chart of Wellington Grp investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Wellington Grp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Wellington Grp

Quarter filed Position value Share count Share price at filing
2026-03-31 $134k 1.4k 93.98
2025-12-31 $20k 203 99.91

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View all positions for Wellington Grp

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco
Northern Trust

View all funds holding Charles Schwab Corporation