Schwab Charles Corp
SCHW- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
In the last 90 days, Schwab Charles Corp insiders filed 0 open-market purchases and 29 sales; 2,319 institutions reported holding it in 13F filings for Q2 2026, worth $134.0B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.
13F holders, Q2 2026
Institutional positions in Schwab Charles Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,319
- +10 vs. Q1 2026
- Shares held
- 1.44B
- +33.9M (+2.4%) vs. Q1 2026
- Total value
- $134.0B
- +$725.4M (+0.5%) vs. Q1 2026
- New holders
- 170
- 908 more added
- Sold out
- 160
- 961 more reduced
31 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCHW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,319 | $134.0B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.9B |
| Q3 2025 | 2,174 | $145.1B |
| Q2 2025 | 2,146 | $138.0B |
| Q1 2025 | 2,030 | $119.8B |
| Q4 2024 | 1,993 | $110.9B |
| Q3 2024 | 1,857 | $99.5B |
| Q2 2024 | 1,899 | $114.0B |
| Q1 2024 | 1,879 | $114.8B |
| Q4 2023 | 1,878 | $108.0B |
| Q3 2023 | 1,740 | $93.0B |
| Q2 2023 | 1,776 | $96.1B |
| Q1 2023 | 1,676 | $78.0B |
| Q4 2022 | 1,626 | $130.1B |
| Q3 2022 | 1,520 | $98.3B |
| Q2 2022 | 1,490 | $84.2B |
| Q1 2022 | 1,567 | $112.9B |
| Q4 2021 | 1,505 | $112.6B |
| Q3 2021 | 1,351 | $95.4B |
| Q2 2021 | 1,345 | $95.6B |
| Q1 2021 | 1,311 | $85.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 134,414,949 | $12.4B | 0.18% | +1,258,393+0.9% | Added |
| Vanguard Capital Management LLC | 107,329,957 | $9.90B | 0.21% | −1,024,038−0.9% | Reduced |
| Dodge & Cox | 76,968,323 | $7.10B | 3.72% | +1,965,442+2.6% | Added |
| State Street Corp | 73,174,188 | $6.75B | 0.20% | +410,506+0.6% | Added |
| JPMorgan Chase & Co | 49,165,186 | $4.45B | 0.26% | −24,682,956−33.4% | Reduced |
| FMR LLC | 44,265,455 | $4.08B | 0.18% | +8,577,286+24.0% | Added |
| Price T Rowe Associates Inc | 43,292,139 | $3.99B | 0.40% | −5,345,090−11.0% | Reduced |
| Geode Capital Management, LLC | 37,293,274 | $3.43B | 0.18% | −1,398,992−3.6% | Reduced |
| Franklin Resources Inc | 36,476,735 | $3.37B | 0.73% | +4,651,113+14.6% | Added |
| Vanguard Portfolio Management LLC | 26,889,062 | $2.48B | 0.11% | +316,992+1.2% | Added |
| Primecap Management Co | 25,120,895 | $2.32B | 1.37% | +1,678,980+7.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 24,201,471 | $2.23B | 2.97% | +2,388,995+11.0% | Added |
| Massachusetts Financial Services Co | 13,356,306 | $2.13B | 0.68% | −1,165,581−8.0% | Reduced |
| Morgan Stanley | 22,793,553 | $2.10B | 0.11% | +759,611+3.4% | Added |
| Norges Bank | 22,658,390 | $2.09B | 0.21% | +22,658,390 | New |
| Fisher Asset Management, LLC | 21,952,062 | $2.03B | 0.60% | −266,029−1.2% | Reduced |
| Artisan Partners Limited Partnership | 18,930,716 | $1.75B | 2.85% | +1,479,668+8.5% | Added |
| Bank of America Corp | 15,993,144 | $1.48B | 0.10% | +370,114+2.4% | Added |
| Northern Trust Corp | 15,952,492 | $1.47B | 0.17% | −408,284−2.5% | Reduced |
| Invesco Ltd. | 13,090,710 | $1.21B | 0.10% | −3,866,270−22.8% | Reduced |
| Goldman Sachs Group Inc | 12,649,537 | $1.17B | 0.12% | +1,274,826+11.2% | Added |
| Ameriprise Financial Inc | 12,530,896 | $1.16B | 0.23% | +3,757,133+42.8% | Added |
| UBS Asset Management Americas Inc | 11,843,766 | $1.09B | 0.20% | −31,907−0.3% | Reduced |
| Bamco Inc | 11,655,694 | $1.08B | 1.61% | +4,191,378+56.2% | Added |
| Alliancebernstein L.P. | 11,226,699 | $1.06B | 0.35% | −1,302,810−10.4% | Reduced |
| Flossbach Von Storch AG | 10,706,944 | $987.9M | 4.47% | +37,153+0.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 10,638,869 | $981.6M | 2.80% | −4,026,085−27.5% | Reduced |
| Bank of New York Mellon Corp | 10,489,297 | $967.8M | 0.16% | −5,672,785−35.1% | Reduced |
| UBS Group AG | 9,616,749 | $887.3M | 0.14% | +3,837,749+66.4% | Added |
| Charles Schwab Investment Management Inc | 9,472,684 | $874.0M | 0.12% | −117,598−1.2% | Reduced |
| Legal & General Group Plc | 9,403,634 | $867.7M | 0.18% | −668,530−6.6% | Reduced |
| Brown Advisory Inc | 9,318,993 | $859.9M | 1.33% | +176,928+1.9% | Added |
| Vanguard Fiduciary Trust Co | 9,209,119 | $849.7M | 0.19% | −210,069−2.2% | Reduced |
| Baird Financial Group, Inc. | 8,722,348 | $804.8M | 1.11% | +276,987+3.3% | Added |
| Two Sigma Investments, LP | 8,425,755 | $777.4M | 0.59% | +3,065,456+57.2% | Added |
| Wellington Management Group LLP | 7,971,114 | $735.5M | 0.13% | +7,537,489+1,738.3% | Added |
| Arrowstreet Capital, Limited Partnership | 7,632,441 | $704.2M | 0.31% | +4,680,363+158.5% | Added |
| Amundi | 6,850,758 | $632.1M | 0.15% | +1,265,118+22.6% | Added |
| Deutsche Bank AG | 6,656,381 | $614.2M | 0.18% | +1,342,975+25.3% | Added |
| Dimensional Fund Advisors LP | 6,309,493 | $582.1M | 0.11% | +566,559+9.9% | Added |
| Nuveen, LLC | 5,886,128 | $543.1M | 0.13% | −122,561−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 5,779,607 | $533.3M | 0.33% | +3,163,794+120.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 5,703,361 | $526.2M | 1.60% | +4,627,972+430.4% | Added |
| Envestnet Asset Management Inc | 5,571,968 | $514.1M | 0.12% | −51,015−0.9% | Reduced |
| Royal Bank of Canada | 5,204,548 | $480.2M | 0.08% | +341,299+7.0% | Added |
| American Century Companies Inc | 4,935,492 | $455.4M | 0.20% | +2,353,426+91.1% | Added |
| First Trust Advisors LP | 4,795,131 | $442.4M | 0.26% | +1,417,946+42.0% | Added |
| Nordea Investment Management AB | 4,704,530 | $436.5M | 0.36% | +1,032,446+28.1% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 4,571,355 | $421.8M | 6.56% | −143,425−3.0% | Reduced |
| National Pension Service | 4,513,138 | $416.4M | 0.27% | +29,028+0.6% | Added |
| Yacktman Asset Management LP | 4,101,552 | $378.5M | 4.68% | +196,696+5.0% | Added |
| AQR Capital Management LLC | 4,025,866 | $371.5M | 0.13% | +2,021,122+100.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,017,116 | $370.7M | 0.21% | +211,172+5.5% | Added |
| Allianz Asset Management GmbH | 3,813,514 | $351.9M | 0.33% | +1,661,014+77.2% | Added |
| Provident Trust Co | 3,716,441 | $342.9M | 7.19% | +13,616+0.4% | Added |
| Barclays PLC | 3,656,904 | $337.4M | 0.11% | −493,928−11.9% | Reduced |
| HSBC Holdings PLC | 3,601,248 | $332.4M | 0.16% | +177,204+5.2% | Added |
| Capital International Investors | 3,602,660 | $332.4M | 0.07% | +124,553+3.6% | Added |
| Vanguard Global Advisers, LLC | 3,534,048 | $326.1M | 0.15% | −126,846−3.5% | Reduced |
| RPTC Inc. | 3,522,501 | $325.0M | 54.74% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,487,916 | $321.8M | 0.21% | +1,434,708+69.9% | Added |
| BNP Paribas Arbitrage, SA | 3,483,025 | $321.4M | 0.17% | +133,481+4.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,460,277 | $319.3M | 0.18% | −92,148−2.6% | Reduced |
| London Co of Virginia | 3,452,804 | $318.6M | 1.82% | −116,476−3.3% | Reduced |
| Van Eck Associates Corp | 3,438,308 | $317.3M | 0.19% | +1,582,063+85.2% | Added |
| Allen Investment Management LLC | 3,414,852 | $315.1M | 3.74% | −1,913,598−35.9% | Reduced |
| Citadel Advisors LLC | 3,406,215 | $314.3M | 0.18% | +858,467+33.7% | Added |
| Lazard Asset Management LLC | 3,346,506 | $308.8M | 0.47% | +482,691+16.9% | Added |
| Vanguard Asset Management, Ltd | 3,216,537 | $296.8M | 0.20% | +304,613+10.5% | Added |
| Wells Fargo & Company | 3,189,572 | $294.3M | 0.05% | −386,325−10.8% | Reduced |
| Canada Pension Plan Investment Board | 3,187,265 | $294.1M | 0.16% | −432,174−11.9% | Reduced |
| Raymond James Financial Inc | 3,083,888 | $284.6M | 0.08% | +351,705+12.9% | Added |
| California Public Employees Retirement System | 2,986,999 | $275.6M | 0.16% | −39,418−1.3% | Reduced |
| Timucuan Asset Management Inc | 2,936,893 | $271.0M | 9.97% | −12,094−0.4% | Reduced |
| Rhumbline Advisers | 2,784,184 | $256.9M | 0.19% | −106,538−3.7% | Reduced |
| Principal Financial Group Inc | 2,741,997 | $253.0M | 0.12% | −109,723−3.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,681,578 | $247.4M | 0.47% | +618,757+30.0% | Added |
| Prudential Financial Inc | 2,604,455 | $240.3M | 0.26% | +72,621+2.9% | Added |
| Neuberger Berman Group LLC | 2,557,515 | $235.7M | 0.16% | −180,031−6.6% | Reduced |
| Fort Washington Investment Advisors Inc | 2,550,333 | $235.3M | 1.18% | +8,921+0.4% | Added |
| Bank of Montreal | 2,538,664 | $234.2M | 0.09% | −227,617−8.2% | Reduced |
| California State Teachers Retirement System | 2,529,153 | $233.4M | 0.21% | −69,755−2.7% | Reduced |
| Colony Group, LLC | 2,498,544 | $230.5M | 0.24% | +244,382+10.8% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 2,466,590 | $227.6M | 0.65% | +109,200+4.6% | Added |
| SG Americas Securities, LLC | 2,408,804 | $222.3M | 0.13% | +900,407+59.7% | Added |
| Mariner, LLC | 2,375,832 | $219.2M | 0.23% | +254,501+12.0% | Added |
| Fiduciary Management Inc | 2,295,743 | $211.8M | 3.01% | −1,169,778−33.8% | Reduced |
| US Bancorp | 2,289,104 | $211.2M | 0.23% | −2230.0% | Reduced |
| Ensign Peak Advisors, Inc | 2,277,340 | $210.1M | 0.35% | −129,088−5.4% | Reduced |
| Clearbridge Investments, LLC | 2,262,374 | $208.7M | 0.17% | −1,694,848−42.8% | Reduced |
| Natixis Advisors, L.P. | 2,252,011 | $207.8M | 0.23% | −326,532−12.7% | Reduced |
| Darsana Capital Partners LP | 2,250,000 | $207.6M | 0.93% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,223,546 | $204.8M | 0.18% | +176,186+8.6% | Added |
| Lord, Abbett & Co. LLC | 2,213,960 | $204.3M | 0.58% | −1,095,251−33.1% | Reduced |
| Route One Investment Company, L.P. | 2,189,893 | $202.1M | 8.36% | +507,650+30.2% | Added |
| Jane Street Group, LLC | 2,180,123 | $201.2M | 0.13% | +714,880+48.8% | Added |
| Citigroup Inc | 2,152,238 | $198.6M | 0.09% | +228,152+11.9% | Added |
| Caisse de Depot Et Placement du Quebec | 2,119,943 | $195.6M | 0.28% | +1,892,740+833.1% | Added |
| Jupiter Topco LLC | 2,113,238 | $195.0M | 0.08% | +2,113,238 | New |
| Man Group plc | 2,063,766 | $190.4M | 0.35% | +1,427,569+224.4% | Added |