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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; 2,318 institutions reported holding it in 13F filings for Q2 2026, worth $133.8B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q1 2021

Institutional positions in Schwab Charles Corp as of Mar 31, 2021. 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
1,311
No complete 13F data for Q4 2020
Shares held
1.30B
No complete 13F data for Q4 2020
Total value
$85.0B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,311 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ1 2021: $85.0B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Schwab Charles Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SCHW in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc113,903,820$7.42B0.20%––
BlackRock Inc.107,777,235$7.02B0.21%––
Price T Rowe Associates Inc80,736,724$5.26B0.53%––
Wellington Management Group LLP80,391,510$5.24B0.92%––
Dodge & Cox77,194,062$5.03B3.60%––
State Street Corp65,358,510$4.26B0.25%––
JPMorgan Chase & Co41,398,378$2.70B0.39%––
Massachusetts Financial Services Co34,869,150$2.27B0.70%––
Primecap Management Co29,412,279$1.92B1.34%––
Geode Capital Management, LLC22,268,844$1.45B0.22%––
Alliancebernstein L.P.20,788,371$1.35B0.60%––
Northern Trust Corp18,206,294$1.19B0.22%––
Generation Investment Management LLP17,657,050$1.15B4.82%––
Parnassus Investments16,463,367$1.07B2.60%––
Norges Bank13,789,788$898.8M0.21%––
Citigroup Inc12,879,501$839.5M0.80%––
Bank of New York Mellon Corp12,878,540$839.4M0.17%––
Harris Associates L PSuperinvestorHarris Associates (Oakmark)12,304,488$802.0M1.37%––
Nuveen Asset Management, LLC12,265,920$799.5M0.25%––
Bank of America Corp12,178,898$793.8M0.10%––
American Century Companies Inc12,151,734$792.0M0.58%––
FMR LLC9,983,911$650.8M0.06%––
Amundi Asset Management US, Inc.9,623,299$627.2M0.48%––
Ninety One UK Ltd9,592,697$625.3M1.78%––
Legal & General Group Plc9,254,097$603.2M0.22%––
Ruane, Cunniff & Goldfarb L.P.9,138,218$595.6M5.60%––
Invesco Ltd.8,345,280$543.9M0.15%––
Morgan Stanley7,975,321$519.8M0.08%––
Artisan Partners Limited Partnership7,540,076$491.5M0.64%––
Route One Investment Company, L.P.7,367,793$480.2M12.95%––
UBS Asset Management Americas Inc7,168,205$467.2M0.21%––
Boston Partners6,945,222$452.8M0.61%––
Bamco Inc6,737,181$439.1M1.08%––
Fiduciary Management Inc6,707,674$437.2M3.28%––
Diamond Hill Capital Management Inc6,453,742$420.7M1.70%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,439,963$419.8M0.79%––
Charles Schwab Investment Management Inc6,383,250$416.1M0.15%––
CIBC Private Wealth Group, LLC6,352,804$414.1M1.04%––
Sumitomo Mitsui Trust Holdings, Inc.6,118,162$398.8M0.25%––
New York State Common Retirement Fund5,900,676$384.6M0.43%––
Provident Trust Co5,740,385$374.2M8.53%––
Dimensional Fund Advisors LP5,725,005$373.1M0.12%––
Goldman Sachs Group Inc5,453,465$355.5M0.11%––
Franklin Resources Inc5,271,402$343.6M0.14%––
First Eagle Investment Management, LLC5,099,003$332.4M0.88%––
Bessemer Group Inc4,922,806$320.9M0.77%––
RPTC Inc.4,822,501$314.3M62.53%––
Eaton Vance Management4,782,875$311.7M0.46%––
Standard Life Aberdeen plc4,694,472$306.1M0.70%––
Deutsche Bank AG4,597,858$299.7M0.16%––
APG Asset Management N.V.5,249,145$291.1M0.50%––
Parametric Portfolio Associates LLC4,438,232$289.3M0.17%––
Principal Financial Group Inc3,939,633$256.8M0.18%––
Wells Fargo & Company3,857,517$251.4M0.06%––
Allen Investment Management LLC3,672,543$239.4M3.68%––
Baird Financial Group, Inc.3,636,529$237.0M0.66%––
Janus Henderson Group PLC3,577,734$233.2M0.11%––
Intermede Investment Partners Ltd3,571,393$232.8M5.95%––
Southpoint Capital Advisors LP3,500,000$228.1M3.66%––
Yacktman Asset Management LP3,498,306$228.0M2.38%––
Manufacturers Life Insurance Company, The3,287,927$214.3M0.19%––
California Public Employees Retirement System3,143,755$204.9M0.16%––
Clearbridge Investments, LLC3,124,123$203.6M0.15%––
Putnam Investments LLC3,036,431$197.9M0.33%––
Ameriprise Financial Inc3,010,611$196.6M0.07%––
Barclays PLC2,872,990$187.3M0.18%––
Citadel Advisors LLC2,855,726$186.1M0.20%––
Thrivent Financial for Lutherans2,837,213$184.9M0.41%––
US Bancorp2,803,495$182.7M0.37%––
Ruffer LLP2,786,032$181.6M5.56%––
Grantham, Mayo, Van Otterloo & Co. LLC2,696,099$175.7M0.96%––
Canada Pension Plan Investment Board2,662,118$173.5M0.23%––
Rhumbline Advisers2,604,825$169.8M0.23%––
Credit Suisse AG2,563,531$167.1M0.12%––
California State Teachers Retirement System2,531,982$165.0M0.22%––
Caisse de Depot Et Placement du Quebec2,524,658$164.6M0.37%––
Royal Bank of Canada2,516,121$164.0M0.05%––
Holocene Advisors, LP2,473,211$161.2M1.03%––
Millennium Management LLC2,448,439$159.6M0.22%––
SEI Investments Co2,412,000$156.6M0.39%––
Brown Advisory Inc2,237,184$145.8M0.25%––
Russell Investments Group, Ltd.2,225,699$145.0M0.26%––
Prudential Financial Inc2,145,665$139.9M0.21%––
Korea Investment CORP2,132,522$139.0M0.44%––
Westwood Holdings Group Inc.2,120,009$138.2M1.39%––
Allianz Asset Management GmbH2,088,829$136.1M0.14%––
National Pension Service2,039,597$132.9M0.28%––
Mar Vista Investment Partners LLC2,036,963$132.8M3.07%––
FIL Ltd1,914,862$124.8M0.14%––
Tesco Pension Investment Ltd1,881,323$122.6M2.32%––
State of Wisconsin Investment Board1,872,425$122.0M0.26%––
Timucuan Asset Management Inc1,855,890$121.0M5.35%––
State Board of Administration of Florida Retirement System1,853,085$120.8M0.24%––
Bank of Montreal1,775,612$118.7M0.08%––
RWC Asset Management LLP1,806,930$117.8M3.57%––
TCW Group Inc1,803,574$117.6M1.13%––
New York State Teachers Retirement System1,800,368$117.3M0.25%––
Rothschild & Co Asset Management US Inc.1,728,566$112.7M1.39%––
HSBC Holdings PLC1,721,133$112.0M0.15%––
Cooke & Bieler LP1,714,351$111.7M1.08%––