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SCHW
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
14.5M
-5.5%
$2.3B0.8%$95.24
0
2025-Q4
Decreased
15.4M
-10.1%
$1.5B0.5%$100.21
0
2025-Q3
Decreased
17.1M
-7.2%
$1.6B0.5%$96.29
0
2025-Q2
Decreased
18.4M
-10.3%
$1.7B0.5%$89.17
0
2025-Q1
Decreased
20.5M
-6.7%
$1.6B0.5%$76.86
0
2024-Q4
Decreased
22M
-23.3%
$1.6B0.5%$72.79
0
2024-Q3
Increased
28.7M
+6.3%
$1.9B0.6%$63.21
48
2024-Q2
Decreased
27M
-12.3%
$2B0.6%$72.02
0

Other major holders of SCHW: VANGUARD GROUP INC, TORONTO DOMINION BANK, BlackRock, Inc.

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