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Franklin Resources: SCHW position timeline

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

Franklin Resources held 38,739,109 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,739,109 shares
    Change vs previous 13F +2,956,265 shares

    0.61% of the 13F portfolio, value $3,574,457,604.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 36,476,735 shares
    • Clearbridge Investments, LLC: 2,262,374 shares

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

  2. period ended2026-03-31
    13F 35,782,844 shares
    Change vs previous 13F +1,225,777 shares

    0.64% of the 13F portfolio, value $3,362,871,686.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 31,825,622 shares
    • Clearbridge Investments, LLC: 3,957,222 shares

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

  3. period ended2025-12-31
    13F 34,557,067 shares
    Change vs previous 13F -171,337 shares

    0.65% of the 13F portfolio, value $3,452,596,593.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 30,184,369 shares
    • Clearbridge Investments, LLC: 4,372,698 shares

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

  4. period ended2025-09-30
    13F 34,728,404 shares
    Change vs previous 13F +38,621 shares

    0.62% of the 13F portfolio, value $3,315,520,768.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 30,106,349 shares
    • Clearbridge Investments, LLC: 4,622,055 shares

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

  5. period ended2025-06-30
    13F 34,689,783 shares
    Change vs previous 13F +816,716 shares

    0.63% of the 13F portfolio, value $3,165,095,817.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 30,035,937 shares
    • Clearbridge Investments, LLC: 4,653,846 shares

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

  6. period ended2025-03-31
    13F 33,873,067 shares
    Change vs previous 13F +5,604,756 shares

    0.58% of the 13F portfolio, value $2,651,583,672.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 29,220,312 shares
    • Clearbridge Investments, LLC: 4,652,755 shares

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

  7. period ended2024-12-31
    13F 28,268,311 shares
    Change vs previous 13F +1,833,256 shares

    0.43% of the 13F portfolio, value $2,092,137,728.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 24,206,064 shares
    • Clearbridge Investments, LLC: 4,062,247 shares

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

  8. period ended2024-09-30
    13F/A 26,435,055 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,785,559,227.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 24,261,234 shares
    • Brandywine Global Investment Management, LLC: 0 shares
    • Clearbridge Investments, LLC: 2,173,821 shares

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