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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
Whittier Trust Co100,016$6.52M0.13%––
Northeast Financial Consultants Inc100,554$6.55M0.50%––
Riverpark Capital Management LLC101,417$6.61M2.96%––
Banque Pictet & Cie SA101,561$6.62M0.08%––
Schroder Investment Management Group101,917$6.64M0.01%––
Marshall Wace, LLP103,260$6.73M0.04%––
Commonwealth Equity Services, LLC103,384$6.74M0.02%––
Prana Capital Management, LP103,502$6.75M0.55%––
Los Angeles Capital Management LLC104,246$6.79M0.03%––
GPM Growth Investors, Inc.104,444$6.81M3.89%––
1623 Capital LLC105,000$6.84M3.11%––
Blueshift Asset Management, LLC105,243$6.86M0.70%––
Maryland State Retirement & Pension System105,600$6.88M0.24%––
Madison Wealth Management106,800$6.96M1.72%––
Nelson Capital Management, LLC106,845$6.96M1.49%––
Mariner, LLC107,343$7.00M0.05%––
Oppenheimer & Co Inc107,778$7.03M0.14%––
Barometer Capital Management Inc.108,200$7.05M1.19%––
Westbourne Investment Advisors, Inc.108,451$7.07M3.52%––
Elo Mutual Pension Insurance Co110,367$7.19M0.24%––
Biechele Royce Advisors110,420$7.20M3.62%––
HRT Financial LP111,982$7.30M0.07%––
B. Metzler seel. Sohn & Co. Holding AG112,209$7.31M0.12%––
Sandy Spring Bank112,415$7.33M0.42%––
Twinbeech Capital LP112,450$7.33M1.07%––
Point72 Hong Kong Ltd114,478$7.46M0.60%––
Paloma Partners Management Co116,222$7.58M0.22%––
Hanson & Doremus Investment Management117,093$7.63M1.77%––
Permanens Capital L.P.117,668$7.67M1.58%––
Voloridge Investment Management, LLC118,744$7.74M0.06%––
BI Asset Management Fondsmaeglerselskab A/S119,330$7.78M0.32%––
Robeco Institutional Asset Management B.V.119,648$7.80M0.02%––
Oregon Public Employees Retirement Fund120,047$7.83M0.09%––
Geneos Wealth Management Inc.112,547$7.92M0.22%––
Gamco Investors, Inc. Et Al122,455$7.98M0.07%––
Strycker View Capital LLC123,310$8.04M6.37%––
Baltimore-Washington Financial Advisors, Inc.123,985$8.08M0.82%––
Captrust Financial Advisors125,494$8.18M0.09%––
Securian Asset Management, Inc126,873$8.27M0.18%––
GAM Holding AG127,709$8.32M0.39%––
Parsec Financial Management, Inc.128,028$8.35M0.43%––
Schwerin Boyle Capital Management Inc128,275$8.36M0.74%––
Spearhead Capital Advisors, LLC128,681$8.39M1.24%––
SG Americas Securities, LLC129,577$8.45M0.05%––
Hodges Capital Management Inc.129,920$8.47M1.17%––
Engineers Gate Manager LP130,206$8.49M0.42%––
Dai-Ichi Life Insurance Company, Ltd130,720$8.52M0.12%––
Calamos Wealth Management LLC130,813$8.53M0.70%––
Timber Creek Capital Management LLC131,870$8.60M3.30%––
United Asset Strategies, Inc.132,416$8.63M1.25%––
Blume Capital Management, Inc.132,842$8.66M3.41%––
American Research & Management Co.134,868$8.79M2.12%––
Xponance, Inc.136,030$8.87M0.19%––
Carnegie Capital Asset Management, LLC138,364$9.02M0.38%––
Brown Advisory Securities, LLC140,764$9.18M1.56%––
McGuire Investment Group, LLC141,399$9.22M1.94%––
Shelton Capital Management141,486$9.22M0.32%––
Public Sector Pension Investment Board141,517$9.22M0.06%––
Nissay Asset Management Corp143,622$9.36M0.09%––
Elgethun Capital Management144,482$9.42M3.66%––
Reilly Herbert Faulkner III145,529$9.49M3.00%––
Tobam146,995$9.58M0.41%––
Ledyard National Bank148,414$9.67M1.04%––
Howe & Rusling Inc148,821$9.70M1.32%––
Raymond James Financial Services Advisors, Inc.149,379$9.74M0.02%––
Advisor Group Holdings, Inc.150,108$9.81M0.02%––
JNE Partners LLP153,500$10.0M7.78%––
Van Cleef Asset Management,Inc153,603$10.0M1.57%––
Cubist Systematic Strategies, LLC156,311$10.2M0.13%––
Tredje AP-fonden157,799$10.3M0.25%––
Coronation Fund Managers Ltd.159,050$10.4M0.34%––
Pacific Heights Asset Management LLC160,000$10.4M0.96%––
Hudson Bay Capital Management LP160,000$10.4M0.15%––
Crossmark Global Holdings, Inc.160,507$10.5M0.26%––
Tower Research Capital LLC (TRC)161,221$10.5M0.18%––
Asset Advisors Investment Management, LLC156,225$10.6M1.23%––
Financial Avengers, Inc.163,305$10.6M7.97%––
Hartford Investment Management Co163,335$10.6M0.28%––
Financial Counselors Inc163,643$10.7M0.25%––
Landscape Capital Management, L.L.C.163,823$10.7M1.67%––
Ivy Lane Capital Management, LLC164,000$10.7M9.20%––
Channing Capital Management, LLC165,177$10.8M0.37%––
Jacobs & Co167,106$10.9M1.33%––
IFM Investors Pty Ltd167,259$10.9M0.29%––
Capitolis Advisors LLC168,464$11.0M0.19%––
First Long Island Investors, LLC169,035$11.0M0.98%––
Personal Capital Advisors Corp169,243$11.0M0.06%––
BBVA USA Bancshares, Inc.169,296$11.0M0.52%––
Citizens Financial Group Inc170,370$11.1M0.58%––
River & Mercantile Asset Management LLP173,436$11.3M0.68%––
Greenstone Partners & Co., LLC177,550$11.6M9.75%––
Employees Retirement System of Texas181,000$11.8M0.15%––
Wilbanks Smith & Thomas Asset Management LLC181,282$11.8M0.51%––
W.G. Shaheen & Associates DBA Whitney & Co181,281$11.8M2.07%––
Live Oak Private Wealth LLC181,662$11.8M2.91%––
Metropolitan Life Insurance Co182,475$11.9M0.18%––
Hi-Line Capital Management, LLC182,983$11.9M4.77%––
LFL Advisers, LLC183,424$12.0M5.89%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys187,167$12.2M0.15%––
Baker Avenue Asset Management, LP187,492$12.2M0.78%––