Question 1

Does Massachusetts Financial Services own SCHW stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Massachusetts Financial Services holds 13,356,306 shares of SCHW (Charles Schwab), worth $2.1B.

Question 2

How many shares of SCHW does Massachusetts Financial Services own?

Accepted Answer

As of its Q2 2026 13F, Massachusetts Financial Services holds 13,356,306 shares of SCHW (Charles Schwab).

Question 3

What is Massachusetts Financial Services' SCHW position worth?

Accepted Answer

As of its Q2 2026 13F, Massachusetts Financial Services' SCHW position is worth $2.1B.

Question 4

Is Massachusetts Financial Services buying or selling SCHW?

Accepted Answer

In Q2 2026, Massachusetts Financial Services reduced its SCHW position by 1,165,581 shares (-8.0%).

Question 5

When did Massachusetts Financial Services first buy SCHW?

Accepted Answer

Massachusetts Financial Services already held SCHW in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	13.4M	-8.0%	$2.1B	0.7%	$92.00	0
2026-Q1	Decreased	14.5M	-5.5%	$2.3B	0.8%	$93.37	0
2025-Q4	Decreased	15.4M	-10.1%	$1.5B	0.5%	$98.93	0
2025-Q3	Decreased	17.1M	-7.2%	$1.6B	0.5%	$94.27	0
2025-Q2	Decreased	18.4M	-10.3%	$1.7B	0.5%	$89.84	0
2025-Q1	Decreased	20.5M	-6.7%	$1.6B	0.5%	$76.83	0
2024-Q4	Decreased	22M	-23.3%	$1.6B	0.5%	$72.40	0
2024-Q3	Increased	28.7M	+6.3%	$1.9B	0.6%	$63.18	48

SCHWShowing 8 of 30 quarters

SCHW
Showing 8 of 30 quarters