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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
Snyder Capital Management L P187,875$12.2M0.35%––
Davidson Kempner Capital Management LP190,000$12.4M0.12%––
Karpas Strategies, LLC191,095$12.5M4.72%––
American National Insurance Co193,092$12.6M0.51%––
Mutual of America Capital Management LLC193,825$12.6M0.13%––
Yost Capital Management, LP196,032$12.8M17.00%––
Community Financial Services Group, LLC196,349$12.8M3.79%––
Majedie Asset Management Ltd199,874$13.0M0.95%––
Moody National Bank Trust Division201,722$13.1M0.31%––
Boston Private Wealth LLC203,401$13.3M0.18%––
AQR Capital Management LLC204,351$13.3M0.02%––
Palladium Partners LLC204,040$13.3M0.66%––
Mercer Global Advisors Inc204,238$13.3M0.12%––
Winslow Asset Management Inc207,782$13.5M2.74%––
Thompson Siegel & Walmsley LLC211,490$13.8M0.20%––
Kayne Anderson Rudnick Investment Management LLC212,674$13.9M0.04%––
Cutler Investment Counsel LLC213,633$13.9M2.42%––
Cornerstone Capital, Inc.215,396$14.0M1.70%––
DekaBank Deutsche Girozentrale217,873$14.1M0.05%––
Healthcare of Ontario Pension Plan Trust Fund217,357$14.2M0.04%––
Lathrop Investment Management Corp217,702$14.2M3.18%––
University of Notre Dame du Lac218,859$14.3M3.85%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.224,476$14.6M0.06%––
CIBC Asset Management Inc225,832$14.7M0.06%––
TPI Fund Managers Ltd227,160$14.8M2.31%––
Swiss Life Asset Management Ltd228,016$14.9M0.21%––
Courant Investment Management LLC228,499$14.9M12.35%––
Daiwa Securities Group Inc.229,198$14.9M0.11%––
Gofen & Glossberg LLC229,854$15.0M0.38%––
Greenwood Gearhart Inc233,787$15.2M2.71%––
State of Alaska, Department of Revenue234,433$15.3M0.17%––
Cohen Capital Management, Inc.234,596$15.3M2.80%––
Echo Street Capital Management LLC236,667$15.4M0.14%––
NN Investment Partners Holdings N.V.240,410$15.7M0.09%––
Andra AP-fonden241,275$15.7M0.35%––
HighTower Advisors, LLC243,508$15.9M0.05%––
Tower Bridge Advisors248,799$16.2M1.22%––
Blair William & Co249,163$16.2M0.06%––
Texas Permanent School Fund249,893$16.3M0.20%––
Soapstone Management L.P.250,000$16.3M7.25%––
First Foundation Advisors252,478$16.5M0.71%––
Mackay Shields LLC256,633$16.7M0.12%––
Jacobson & Schmitt Advisors, LLC256,936$16.7M5.42%––
MUFG Americas Holdings Corp258,700$16.9M0.33%––
Grimes & Company, Inc.259,808$16.9M0.81%––
Zurcher Kantonalbank (Zurich Cantonalbank)259,882$16.9M0.10%––
Evercore Wealth Management, LLC262,855$17.1M0.34%––
Ilmarinen Mutual Pension Insurance Co263,000$17.1M0.20%––
Utah Retirement Systems264,570$17.2M0.24%––
Comerica Bank260,628$17.5M0.10%––
Public Employees Retirement Association of Colorado273,917$17.9M0.08%––
Macquarie Group Ltd275,247$17.9M0.03%––
Covington Capital Management278,025$18.1M0.78%––
LPL Financial LLC280,054$18.3M0.02%––
Osher Van de Voorde Investment Management283,610$18.5M4.73%––
Forsta Ap-Fonden285,101$18.6M0.26%––
Susquehanna International Group, LLP287,275$18.7M0.02%––
The PNC Financial Services Group, Inc.288,884$18.8M0.02%––
Peapack Gladstone Financial Corp304,956$19.9M0.51%––
Mirae Asset Global Investments Co., Ltd.311,159$20.3M0.07%––
Schonfeld Strategic Advisors LLC311,222$20.3M0.27%––
CORDA Investment Management, LLC.312,490$20.4M1.85%––
ProShare Advisors LLC313,783$20.5M0.06%––
Skandinaviska Enskilda Banken AB (publ)318,865$20.8M0.14%––
Everett Harris & Co322,279$21.0M0.36%––
North Star Asset Management Inc328,188$21.4M1.28%––
Titan Global Capital Management USA LLC329,503$21.5M4.49%––
Flputnam Investment Management Co333,910$21.8M0.95%––
Gulf International Bank (UK) Ltd342,988$22.4M0.31%––
First Manhattan Co343,714$22.4M0.10%––
DnB Asset Management AS350,352$22.8M0.17%––
MetLife Investment Management356,622$23.2M0.21%––
Exencial Wealth Advisors, LLC359,575$23.4M1.39%––
M.D. Sass Investors Services, Inc.359,688$23.4M4.13%––
Nomura Asset Management Co Ltd371,613$24.2M0.15%––
State of Michigan Retirement System375,640$24.5M0.15%––
Eagle Ridge Investment Management376,100$24.5M2.96%––
State of Tennessee, Treasury Department378,191$24.7M0.10%––
Bridgewater Associates, LP381,369$24.9M0.22%––
Mark Asset Management LP388,206$25.3M4.02%––
1832 Asset Management L.P.393,384$25.6M0.06%––
Gillson Capital LP394,079$25.7M2.16%––
Calamos Advisors LLC398,705$26.0M0.15%––
Artemis Investment Management LLP406,007$26.4M0.25%––
Teachers Retirement System of the State of Kentucky410,308$26.7M0.26%––
Handelsbanken Fonder AB410,377$26.7M0.15%––
Janney Montgomery Scott LLC411,090$26.8M0.13%––
Wilkinson Global Asset Management LLC418,135$27.3M1.72%––
Crestwood Advisors Group LLC419,316$27.3M0.86%––
Aureus Asset Management, LLC420,314$27.4M2.13%––
British Columbia Investment Management Corp429,023$28.0M0.20%––
Man Group plc431,078$28.1M0.12%––
Arizona State Retirement System431,108$28.1M0.25%––
Davis Capital Partners, LLC433,479$28.3M1.62%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund451,090$29.4M0.27%––
Aviva PLC460,014$30.0M0.15%––
Teacher Retirement System of Texas460,248$30.0M0.17%––
M&G Investment Management Ltd469,457$30.5M0.26%––
Vaughan David Investments LLC468,659$30.5M0.97%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.469,532$30.6M0.20%––