Skip to content

Company

Charles Schwab

SCHW · United StatesWikipedia ↗

The ETFs we cover that hold this company, and its latest news.

Which ETFs hold Charles Schwab?

Held by 393 covered funds. Sorted by Charles Schwab’s share of each fund. Holdings as of each fund’s latest SEC filing.

FundShare of fund
IAIiShares U.S. Broker-Dealers & Securities Exchanges8.6%
BJKVanEck Gaming7.3%
NITEThe Nightview Fund5.0%
EQTYKovitz Core Equity4.9%
TXSTexas Capital Texas Equity Index4.5%
BCFNBaron Financials4.1%
STREXSterling Capital Equity Income Fund3.9%
RONBBaron First Principles3.8%
IMSCXIMS Capital Value Fund3.6%
TFNST. Rowe Price Financials3.5%
BVEIXBecker Equity Fund3.5%
GGEFXSummitry Equity Fund3.5%
THOGXThornburg Global Opportunities Fund3.4%
GABFGabelli Financial Services Opportunities3.4%
NMVZXNuance Mid Cap Value Fund3.4%
TOAOTwin Oak Active Opportunities III3.4%
TAOZThornburg American Opportunities Fund3.4%
PRVSParnassus Value Select3.3%
CAPOXAbsolute Capital Opportunities Fund3.2%
AWYVXCibc Atlas Equity Income Fund3.1%
BLCViShares Large Cap Value Active3.1%
MDPLMonarch Dividend Plus Index3.1%
ACSIAmerican Customer Satisfaction3.0%
VNSENatixis Vaughan Nelson Select3.0%
OAKMOakmark U.S. Large Cap2.9%
BQLIXBright Rock Large Cap Fund2.9%
BPAYiShares FinTech Active2.9%
STRSXSterling Capital Special Opportunities Fund2.8%
OHFGXOak Harvest Long/short Hedged Equity2.8%
MEFOXMeehan Focus Fund2.6%
IYFiShares U.S. Financials2.6%
TEXNiShares Texas Equity2.6%
BASGBrown Advisory Sustainable Growth2.6%
MVALVanEck Morningstar Wide Moat Value2.6%
DVOLFirst Trust Dorsey Wright Momentum & Low Volatility2.6%
CVGDCresAlta Global Dividend2.5%
MWMZXVanEck Morningstar Wide Moat Fund2.5%
MOATVanEck Morningstar Wide Moat2.5%
CDGIXCrawford Large Cap Dividend Fund2.4%
IYGiShares U.S. Financial Services2.4%
CILGXClarkston Fund2.3%
HVEIXHvia Equity Fund2.2%
CLCVCrossmark Large Cap Value2.1%
BASVBrown Advisory Sustainable Value2.1%
WBILWBI BullBear Quality 30002.0%
MOTGVanEck Morningstar Global Wide Moat2.0%
FTCSFirst Trust Capital Strength2.0%
BDVGiMGP Berkshire Dividend Growth2.0%
FLVAmerican Century Focused Large Cap Value2.0%
XLFThe Financial Select Sector SPDR Fund2.0%
PVALPutnam Focused Large Cap Value2.0%
FTGSFirst Trust Growth Strength2.0%
BAFEBrown Advisory Flexible Equity2.0%
FNCLFidelity MSCI Financials Index1.9%
LCFTouchstone US Large Cap Focused1.9%
POGRXPRIMECAP Odyssey Growth Fund1.9%
ESGIXDana Epiphany Equity Fund1.9%
LRGCAB US Large Cap Strategic Equities1.9%
CLCGCrossmark Large Cap Growth1.8%
OAKGOakmark Global Large Cap1.8%
VFHVanguard Financials Index Fund1.8%
BAMGBrookstone Value Stock1.7%
AOTSAOT Software Platform1.7%
FRIZFranklin Dividend Growth1.7%
KCEState Street(R) SPDR(R) S&P(R) Capital Markets1.7%
REVSColumbia Research Enhanced Value1.6%
TEQIT. Rowe Price Equity Income1.6%
DVNDTouchstone Dividend Select1.5%
TVALT. Rowe Price Value1.5%
LOMAXEdgar Lomax Value Fund1.5%
FFLVFidelity Fundamental Large Cap Value1.5%
JLVPJPMorgan U.S. Large Cap Value Plus1.4%
JAVAJPMorgan Active Value1.4%
DVALBrandywineGLOBAL-Dynamic US Large Cap Value1.4%
EICIXEIC Value Fund1.4%
PYPrincipal Value1.3%
PWBInvesco Large Cap Growth1.3%
TALVTransamerica Large Value Active1.3%
POSKXPRIMECAP Odyssey Stock Fund1.3%
SIXHETC 6 Meridian Hedged Equity-Index Option Strategy1.2%
SIXAETC 6 Meridian Mega Cap Equity1.2%
GGRWGabelli Growth Innovators1.2%
FBCVFidelity Blue Chip Value1.2%
RSPFInvesco S&P 500 Equal Weight Financials1.2%
GTPEGoldman Sachs MSCI World Private Equity Return Tracker1.2%
TDVGT. Rowe Price Dividend Growth1.2%
BROLBaron Risk Optimized Large Cap1.2%
DFNLDavis Select Financial1.2%
FFVKXFidelity Blue Chip Value Fund1.1%
SNPVXtrackers S&P 500 Value Scored & Screened1.1%
STRAXSterling Capital Behavioral Large Cap Value Fund1.1%
VALQAmerican Century U.S. Quality Value1.1%
AOTGAOT Growth and Innovation1.1%
RDVIFT Vest Rising Dividend Achievers Target Income1.1%
SOVFSovereign's Capital Flourish Fund1.0%
CHGXStance Sustainable Beta1.0%
STSBStance Sustainable Beta1.0%
BCAMXBoston Common ESG Impact U.S. Equity Fund1.0%
JGLOJPMorgan Global Select Equity1.0%
IXGiShares Global Financials1.0%
BRESBurney U.S. Equity Select1.0%
EQWLInvesco S&P 100 Equal Weight1.0%
RDVYFirst Trust Rising Dividend Achievers0.9%
DGRWWisdomTree U.S. Quality Dividend Growth Fund0.9%
CVSECalvert US Select Equity0.9%
ROPECoastal Compass 1000.9%
FFNDOne Global0.9%
ABIGArgent Large Cap0.9%
FELVFidelity Enhanced Large Cap Value0.9%
FEACFidelity Enhanced U.S. All-Cap Equity0.9%
RECSColumbia Research Enhanced Core0.9%
HILFXHennessy Large Cap Financial Fund0.9%
LVDSJPMorgan Fundamental Data Science Large Value0.9%
FHEQFidelity Hedged Equity0.8%
FBUFFidelity Dynamic Buffered Equity0.8%
FYEEFidelity Yield Enhanced Equity0.8%
JOETVirtus Terranova U.S. Quality Momentum0.8%
VUSVirtus U.S. Dividend0.8%
FLCVFederated Hermes MDT Large Cap Value0.8%
FELCFidelity Enhanced Large Cap Core0.8%
FDMOFidelity Momentum Factor0.8%
HELOJPMorgan Hedged Equity Laddered Overlay0.8%
JOYTJPMorgan Equity and Options Total Return0.7%
PFDEPathfinder Disciplined US Equity0.7%
EVSRXAllspring Disciplined U.S. Core Fund0.7%
ENHUiShares Enhanced Large Cap Core Active0.7%
JDIVJPMorgan Dividend Leaders0.7%
BALIiShares U.S. Large Cap Premium Income Active0.7%
USXFiShares ESG Advanced MSCI USA0.7%
MGVVanguard Mega Cap Value Index Fund0.7%
FFLCFidelity Fundamental Large Cap Core0.7%
LCDSJPMorgan Fundamental Data Science Large Core0.7%
BDVLiShares Disciplined Volatility Equity Active0.7%
HAPIHarbor Human Capital Factor US Large Cap0.7%
CFMDXClarkston Founders Fund0.6%
FTCEFirst Trust New Constructs Core Earnings Leaders0.6%
LGDXIntech S&P Large Cap Diversified Alpha0.6%
OEIOptimized Equity Income0.6%
JMOMJPMorgan U.S. Momentum Factor0.6%
LEXIAlexis Practical Tactical0.6%
FEQAXFidelity Hedged Equity Fund0.6%
FELGFidelity Enhanced Large Cap Growth0.6%
VTVVanguard Value Index Fund0.6%
SCHVSchwab U.S. Large-Cap Value0.6%
SPMOInvesco S&P 500 Momentum0.6%
PRXVPraxis Impact Large Cap Value0.5%
IWXiShares Russell Top 200 Value0.5%
RGLOGlobal Equity Active0.5%
MVIIXPraxis Value Index Fund0.5%
IQSUNYLI Candriam U.S. Large Cap Equity0.5%
JUSAJPMorgan U.S. Research Enhanced Large Cap0.5%
USSGXtrackers MSCI USA Selection Equity0.5%
SPYVState Street(R) SPDR(R) Portfolio S&P 500(R) Value0.5%
IVEiShares S&P 500 Value0.5%
SUSLiShares ESG MSCI USA Leaders0.5%
BFRZInnovator Equity Managed 100 Buffer0.5%
GKATScharf Global Opportunity0.5%
DSIiShares ESG MSCI KLD 4000.5%
VOOVVanguard S&P 500 Value Index Fund0.5%
WTVWisdomTree U.S. Value Fund0.5%
VFQYVanguard U.S. Quality Factor0.5%
IUSViShares Core S&P U.S. Value0.5%
QUALiShares MSCI USA Quality Factor0.5%
KRMAGlobal X Conscious Companies0.5%
PABUiShares Paris-Aligned Climate Optimized MSCI USA0.5%
PEPSParametric Equity Plus0.4%
GVUSGoldman Sachs MarketBeta(R) Russell 1000 Value Equity0.4%
SNPEXtrackers S&P 500 Scored & Screened0.4%
STOXHorizon Core Equity0.4%
SFTYHorizon Managed Risk0.4%
BTALAGF U.S. Market Neutral Anti-Beta Fund0.4%
GLBLPacer MSCI World Industry Advantage0.4%
XMAGDefiance Large Cap ex-Mag 70.4%
GUSEGoldman Sachs Enhanced U.S. Equity0.4%
EGLEGlobal X S&P 500 U.S. Revenue Leaders0.4%
MSLCMorgan Stanley Pathway Large Cap Equity0.4%
VONVVanguard Russell 1000 Value Index Fund0.4%
JUSTGoldman Sachs JUST U.S. Large Cap Equity0.4%
FGIDXFidelity Growth and Income Portfolio0.4%
IWDiShares Russell 1000 Value0.4%
NACPImpact Shares NAACP Minority Empowerment0.4%
CSMProShares Large Cap Core Plus0.4%
EFIVState Street(R) SPDR(R) S&P 500(R) ESG0.4%
MODLVictoryShares WestEnd U.S. Sector0.4%
DFVXDimensional US Large Cap Vector0.4%
SPXTProShares S&P 500 Ex-Technology0.4%
TACUT. Rowe Price Active Core U.S. Equity0.4%
QRFTQRAFT AI-Enhanced U.S. Large Cap0.4%
HDUSHartford Disciplined US Equity0.4%
GINNGoldman Sachs Innovate Equity0.3%
USCAXtrackers MSCI USA Climate Action Equity0.3%
SGLCSGI U.S. Large Cap Core0.3%
ILCViShares Morningstar Value0.3%
USCLiShares Climate Conscious & Transition MSCI USA0.3%
NOLVXLarge Cap Value Fund0.3%
HBTAHorizon Expedition Plus0.3%
OEFiShares S&P 1000.3%
TSPAT. Rowe Price U.S. Equity Research0.3%
NSRIXWorld Selection Index Fund0.3%
OALCOneAscent Large Cap Core0.3%
FTCFirst Trust Large Capital Growth AlphaDEX Fund0.3%
LDRXSGI Enhanced Market Leaders0.3%
CATHGlobal X S&P 500 Catholic Values0.3%
CVLCCalvert US Large-Cap Core Responsible Index0.3%
FINAFidelity MSCI North American Subset Index0.3%
USNZXtrackers Net Zero Pathway Paris Aligned US Equity0.3%
AAUSAlpha Architect US Equity0.3%
DSPYTema S&P 500 Historical Weight ETF Strategy0.3%
HADUXHorizon Equity Premium Income Fund0.3%
TCHPT. Rowe Price Blue Chip Growth0.3%
ETHOAmplify Etho Climate Leadership U.S.0.3%
SPFEXSphere 500 Climate Fund0.3%
GSUSGoldman Sachs MarketBeta U.S. Equity0.3%
AVLVAvantis U.S. Large Cap Value0.3%
CHRIGlobal X S&P 500 Christian Values0.3%
ADMEAptus Drawdown Managed Equity0.3%
TOPCiShares S&P 500 3% Capped0.3%
AVUNXAvantis U.S. Equity Fund0.3%
ACIOAptus Collared Investment Opportunity0.3%
XYLGGlobal X S&P 500 Covered Call & Growth0.3%
IWLiShares Russell Top 2000.3%
MGCVanguard Mega Cap Index Fund0.3%
VFTAXVanguard FTSE Social Index Fund0.3%
BKLCBNY Mellon US Large Cap Core Equity0.3%
KCXSXKnights of Columbus U.S. ALL CAP INDEX FUND0.3%
XRMIGlobal X S&P 500 Risk Managed Income0.3%
ILCBiShares Morningstar U.S. Equity0.3%
XYLDGlobal X S&P 500 Covered Call0.3%
DFUSXU.S. Large Company Portfolio0.3%
PEVCPacer PE/VC0.3%
PTLCPacer Trendpilot US Large Cap0.3%
VOXPVox Populi0.3%
BBUSJPMorgan BetaBuilders U.S. Equity0.3%
VOTETCW Transform 5000.3%
XTRGlobal X S&P 500 Tail Risk0.3%
EPSWisdomTree U.S. LargeCap Fund0.3%
XVViShares ESG Select Screened S&P 5000.3%
XCLRGlobal X S&P 500 Collar 95-1100.3%
AVLCAvantis U.S. Large Cap Equity0.3%
STXVStrive 1000 Value0.3%
TOVJLens 500 Jewish Advocacy U.S.0.3%
SCHXSchwab U.S. Large-Cap0.3%
DLNWisdomTree U.S. LargeCap Dividend Fund0.3%
GUSAGoldman Sachs MarketBeta U.S. 1000 Equity0.3%
AVUSAvantis U.S. Equity0.3%
KLMNInvesco MSCI North America Climate0.3%
DFUSDimensional U.S. Equity Market0.3%
PBPInvesco S&P 500 Buywrite0.3%
SCHKSchwab 1000 Index0.3%
IYYiShares Dow Jones U.S.0.2%
ESGVVanguard ESG U.S. Stock0.2%
SPUUDirexion Daily S&P 500 Bull 2X Shares0.2%
AVSUAvantis Responsible U.S. Equity0.2%
APUEActivePassive U.S. Equity0.2%
QVMLInvesco S&P 500 QVM Multi-factor0.2%
RSPEInvesco ESG S&P 500 Equal Weight0.2%
SPXVProShares S&P 500 Ex-Health Care0.2%
SPYHNEOS S&P 500(R) Hedged Equity Income0.2%
QDPLPacer Metaurus US Large Cap Dividend Multiplier 4000.2%
SPYXState Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free0.2%
VVVanguard Large-Cap Index Fund0.2%
SCHBSchwab U.S. Broad Market0.2%
RAUSRacwi US0.2%
SPYINEOS S&P 500(R) High Income0.2%
HADRXHorizon Defined Risk Fund0.2%
FLDZRiverNorth Patriot0.2%
CFAVictoryShares US 500 Volatility Wtd0.2%
CFOVictoryShares US 500 Enhanced Volatility Wtd0.2%
USPXFranklin U.S. Equity Index0.2%
SPYSPDR S&P 500 ETF Trust0.2%
GSPYGotham Enhanced 5000.2%
VIIIXVanguard Institutional Index Fund0.2%
VOOVanguard 500 Index Fund0.2%
SPLGState Street(R) SPDR(R) Portfolio S&P 500(R)0.2%
IVViShares Core S&P 5000.2%
GPIXGoldman Sachs S&P 500 Premium Income0.2%
GOPUnusual Whales Subversive Republican Trading0.2%
KRUZUnusual Whales Subversive Republican Trading0.2%
SPXEProShares S&P 500 Ex-Energy0.2%
NOSIXStock Index Fund0.2%
STXFStrive 5000.2%
WAMAWisdomTree U.S. Adaptive Moving Average Fund0.2%
ALCEXAvantis U.S. Large Cap Value Fund0.2%
GSPFXGotham Enhanced S&P 500 Index Fund0.2%
SSEYXState Street Equity 500 Index II Portfolio0.2%
DFVEDoubleLine Fortune 500 Equal Weight0.2%
FLCCFederated Hermes MDT Large Cap Core0.2%
AFLGFirst Trust Active Factor Large Cap0.2%
VGIAXVanguard Growth and Income Fund0.2%
DTDWisdomTree U.S. Total Dividend Fund0.2%
PBUSInvesco MSCI USA0.2%
LSEIXPersimmon Long/Short Fund0.2%
NTSDWisdomTree Efficient U.S. Plus International Equity Fund0.2%
XSPINEOS Boosted S&P 500(R) High Income0.2%
GXLCGlobal X U.S. 5000.2%
IWBiShares Russell 10000.2%
ACVFAmerican Conservative Values0.2%
VFMFVanguard U.S. Multifactor0.2%
SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market0.2%
AVUQAvantis U.S. Quality0.2%
DFSUDimensional US Sustainability Core 10.2%
CRBNiShares Low Carbon Optimized MSCI ACWI0.2%
PHDGInvesco S&P 500 Downside Hedged0.2%
HCMTDirexion HCM Tactical Enhanced US0.2%
SFYSoFi Select 5000.2%
VONEVanguard Russell 1000 Index Fund0.2%
VTIVanguard Total Stock Market Index Fund0.2%
VITPXVanguard Institutional Total Stock Market Index Fund0.2%
STXGStrive 1000 Growth0.2%
KOKUXtrackers MSCI Kokusai Equity0.2%
IWViShares Russell 30000.2%
DFAUDimensional US Core Equity Market0.2%
SPXDXtrackers S&P 500 Diversified Sector Weight0.2%
ITOTiShares Core S&P Total U.S. Stock Market0.2%
TOKiShares MSCI Kokusai0.2%
ONOFGlobal X Adaptive U.S. Risk Management0.2%
NTSXWisdomTree U.S. Efficient Core Fund0.2%
GSEWGoldman Sachs Equal Weight U.S. Large Cap Equity0.2%
VTHRVanguard Russell 3000 Index Fund0.2%
TILTFlexShares Morningstar US Market Factor Tilt Index Fund0.2%
SIZEiShares MSCI USA Size Factor0.2%
VTCIXVanguard Tax-Managed Capital Appreciation Fund0.2%
ISPYProShares S&P 500 High Income0.2%
RSPInvesco S&P 500 Equal Weight0.2%
VLUState Street(R) SPDR(R) S&P(R) 1500 Value Tilt0.2%
LGHHCM Defender 500 Index0.2%
EEECyber Hornet S&P 500 & Ethereum 75/25 Strategy0.2%
XXXCyber Hornet S&P 500 & XRP 75/25 Strategy0.2%
ILCGiShares Morningstar Growth0.2%
GLOVGoldman Sachs ActiveBeta(R) World Low Vol Plus Equity0.2%
SSSCyber Hornet S&P 500 & Solana 75/25 Strategy0.2%
DFQTXU.S. Core Equity 2 Portfolio0.2%
DCORDimensional US Core Equity 10.2%
GDEWisdomTree Efficient Gold Plus Equity Strategy Fund0.2%
SGICXSGI U.S. Large Cap Equity Fund0.2%
VFMFXVanguard U.S. Multifactor Fund0.2%
UDIVFranklin U.S. Core Dividend Tilt Index0.2%
FBProShares S&P 500 Dynamic Buffer0.2%
BBBCyber Hornet S&P 500 and Bitcoin 75/25 Strategy0.2%
NANCUnusual Whales Subversive Democratic Trading0.2%
SSPYStratified LargeCap Index0.2%
LOWCSPDR MSCI ACWI Climate Paris Aligned0.2%
ACWIiShares MSCI ACWI0.2%
MMTMState Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt0.2%
DFACDimensional U.S. Core Equity 20.2%
FTHIFirst Trust BuyWrite Income0.2%
JHMLJohn Hancock Multifactor Large Cap0.2%
RPSAInvesco S&P 500 Equal Weight Income Advantage0.2%
EUSAiShares MSCI USA Equal Weighted0.2%
URTHiShares MSCI World0.2%
GEWCambria Global EW0.2%
USEWCambria US EW0.2%
DWANXArrow DWA Tactical: Balanced Fund0.2%
JGROJPMorgan Active Growth0.2%
FADFirst Trust Multi Cap Growth Alphadex Fund0.2%
ACIMSPDR(R) Portfolio MSCI Global Stock Market0.2%
FNDXSchwab Fundamental U.S. Large Company0.2%
AVTMAvantis Total Equity Markets0.2%
LQAILG QRAFT AI-Powered U.S. Large Cap Core0.1%
FNDBSchwab Fundamental U.S. Broad Market0.1%
QGROAmerican Century U.S. Quality Growth0.1%
VTVanguard Total World Stock Index Fund0.1%
SSBIXState Street Balanced Index Fund0.1%
DFLVDimensional US Large Cap Value0.1%
RWLInvesco S&P 500 Revenue0.1%
DYNFiShares U.S. Equity Factor Rotation Active0.1%
PRFInvesco Rafi US 10000.1%
ESGUiShares ESG Aware MSCI USA0.1%
VSLUApplied Finance Valuation Large Cap0.1%
DXUVDimensional US Vector Equity0.1%
QQHGInvesco QQQ Hedged Advantage0.1%
TGRWT. Rowe Price Growth Stock0.1%
EQLALPS Equal Sector Weight0.1%
QUSState Street(R) SPDR(R) MSCI USA StrategicFactors(SM)0.1%
GSWOGoldman Sachs ActiveBeta World Low Vol Plus Equity0.1%
SPUSXSymmetry Panoramic US Equity Fund0.1%
GSLCGoldman Sachs ActiveBeta(R) U.S. Large Cap Equity0.1%
FEXFirst Trust Large Cap Core AlphaDEX Fund0.1%
EBILongview Advantage0.1%
MFUSPimco Rafi Dynamic Multi-Factor U.S. Equity0.1%
FSSTFidelity Sustainable U.S. Equity0.1%
EQALInvesco Russell 1000 Equal Weight0.1%
SPGEXSymmetry Panoramic Global Equity Fund0.1%
QWLDSPDR MSCI World StrategicFactors0.0%
GGUSGoldman Sachs MarketBeta(R) Russell 1000 Growth Equity0.0%
IWYiShares Russell Top 200 Growth0.0%
VONGVanguard Russell 1000 Growth Index Fund0.0%
DEUSXtrackers Russell US Multifactor0.0%
THROiShares U.S. Thematic Rotation Active0.0%
IWFiShares Russell 1000 Growth0.0%
ONEOState Street(R) SPDR(R) Russell 1000 Momentum Focus0.0%
KOMPState Street(R) SPDR(R) S&P Kensho New Economies Composite0.0%
NPFENPF Core Equity0.0%

Where to buy these ETFs

[Affiliate and risk wording from the law firm]

Latest Charles Schwab news

No recent stories about Charles Schwab.