Position history for MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s holdings in SCHWAB CHARLES CORP
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds 14.5M shares of SCHW (SCHWAB CHARLES CORP), worth $2.3B as of 2026-Q1. The position was decreased (-5.5% shares). SCHW represents 0.8% of MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s portfolio.
Current Value
$2.3B
Current Shares
14.5M
Total Value Change
+$264.1M
Total Shares Change
-12.4M
Other major holders of SCHW: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 14.5M |
-5.5% |
| $2.3B |
| 0.8% |
| $95.24 |
0 |
| 2025-Q4 | Decreased | 15.4M | -10.1% | $1.5B | 0.5% | $100.21 | 0 |
| 2025-Q3 | Decreased | 17.1M | -7.2% | $1.6B | 0.5% | $96.29 | 0 |
| 2025-Q2 | Decreased | 18.4M | -10.3% | $1.7B | 0.5% | $89.17 | 0 |
| 2025-Q1 | Decreased | 20.5M | -6.7% | $1.6B | 0.5% | $76.86 | 0 |
| 2024-Q4 | Decreased | 22M | -23.3% | $1.6B | 0.5% | $72.79 | 0 |
| 2024-Q3 | Increased | 28.7M | +6.3% | $1.9B | 0.6% | $63.21 | 48 |
| 2024-Q2 | Decreased | 27M | -12.3% | $2B | 0.6% | $72.02 | 0 |