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Capital International Investors: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital International Investors on SCHW, newest first. How the timeline and the estimate are built.

Capital International Investors held 3,634,547 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,634,547 shares
    Change vs previous 13F +124,304 shares

    0.07% of the 13F portfolio, value $335,359,652.

    13F-HR 0001562230-26-000107 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    • Capital International, Inc./CA/: 29,528 shares
    • CAPITAL INTERNATIONAL SARL: 2,359 shares
    • Capital International Investors: 3,602,660 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,510,243 shares
    Change vs previous 13F +958,978 shares

    0.07% of the 13F portfolio, value $329,892,637.

    13F-HR 0001562230-26-000049 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    • Capital International, Inc./CA/: 29,528 shares
    • CAPITAL INTERNATIONAL SARL: 2,608 shares
    • Capital International Investors: 3,478,107 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,551,265 shares
    Change vs previous 13F +1,135,481 shares

    0.04% of the 13F portfolio, value $254,896,886.

    13F-HR 0001562230-26-000005 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    • Capital International, Inc./CA/: 27,190 shares
    • Capital International Investors: 2,524,075 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,415,784 shares
    Change vs previous 13F +27,490 shares

    0.02% of the 13F portfolio, value $135,164,985.

    13F-HR 0001562230-25-000122 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,388,294 shares
    Change vs previous 13F +11,316 shares

    0.02% of the 13F portfolio, value $126,667,899.

    13F-HR 0001422848-25-000145 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,376,978 shares
    Change vs previous 13F +170,806 shares

    0.02% of the 13F portfolio, value $107,789,817.

    13F-HR 0000732812-25-000010 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,206,172 shares
    Change vs previous 13F +79,082 shares

    0.02% of the 13F portfolio, value $89,268,771.

    13F-HR 0001422848-25-000006 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,127,090 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $73,046,686.

    13F-HR 0000017283-24-000026 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).