Question 1

How many shares of SCHW does STATE STREET CORP own?

Accepted Answer

As of 2026-Q2, STATE STREET CORP holds 73.2M shares of SCHW (SCHWAB CHARLES CORP).

Question 2

What is STATE STREET CORP's SCHW position worth?

Accepted Answer

As of 2026-Q2, STATE STREET CORP's SCHW position is worth $6.8B.

Question 3

Is STATE STREET CORP buying or selling SCHW?

Accepted Answer

In 2026-Q2, STATE STREET CORP increased their SCHW position (+0.6% change in shares).

Question 4

When did STATE STREET CORP first buy SCHW?

Accepted Answer

Based on available 13F filings, STATE STREET CORP first reported a position in SCHW in 2024-Q3. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	73.2M	+0.6%	$6.8B	0.2%	$92.00	38
2026-Q1	Increased	72.8M	+0.2%	$6.8B	0.2%	$93.37	38
2025-Q4	Decreased	72.6M	-0.7%	$7.3B	0.2%	$98.93	0
2025-Q3	Increased	73.2M	+0.9%	$7B	0.2%	$94.27	38
2025-Q2	Increased	72.5M	+0.7%	$6.6B	0.2%	$89.84	38
2025-Q1	Increased	71.9M	+13.4%	$5.6B	0.2%	$76.83	43
2024-Q4	Increased	63.4M	+2.2%	$4.7B	0.2%	$72.40	39
2024-Q3	Increased	62.1M	+0.7%	$4B	0.2%	$63.18	38

SCHWShowing 8 of 11 quarters

SCHW
Showing 8 of 11 quarters