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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
Park Presidio Capital LLC1,475,000$96.1M10.30%––
Westpac Banking Corp1,481,055$96.5M1.07%––
UBS Group AG1,518,258$99.0M0.04%––
Neuberger Berman Group LLC1,535,716$99.8M0.10%––
Ensign Peak Advisors, Inc1,541,045$100.4M0.22%––
Truist Financial Corp1,543,861$100.6M0.18%––
Victory Capital Management Inc1,599,842$104.3M0.11%––
Alua Capital Management LP1,654,100$107.8M6.13%––
Adage Capital Partners GP, L.L.C.1,658,839$108.1M0.22%––
Assenagon Asset Management S.A.1,689,168$110.1M0.56%––
Cooke & Bieler LP1,714,351$111.7M1.08%––
HSBC Holdings PLC1,721,133$112.0M0.15%––
Rothschild & Co Asset Management US Inc.1,728,566$112.7M1.39%––
New York State Teachers Retirement System1,800,368$117.3M0.25%––
TCW Group Inc1,803,574$117.6M1.13%––
RWC Asset Management LLP1,806,930$117.8M3.57%––
Bank of Montreal1,775,612$118.7M0.08%––
State Board of Administration of Florida Retirement System1,853,085$120.8M0.24%––
Timucuan Asset Management Inc1,855,890$121.0M5.35%––
State of Wisconsin Investment Board1,872,425$122.0M0.26%––
Tesco Pension Investment Ltd1,881,323$122.6M2.32%––
FIL Ltd1,914,862$124.8M0.14%––
Mar Vista Investment Partners LLC2,036,963$132.8M3.07%––
National Pension Service2,039,597$132.9M0.28%––
Allianz Asset Management GmbH2,088,829$136.1M0.14%––
Westwood Holdings Group Inc.2,120,009$138.2M1.39%––
Korea Investment CORP2,132,522$139.0M0.44%––
Prudential Financial Inc2,145,665$139.9M0.21%––
Russell Investments Group, Ltd.2,225,699$145.0M0.26%––
Brown Advisory Inc2,237,184$145.8M0.25%––
SEI Investments Co2,412,000$156.6M0.39%––
Millennium Management LLC2,448,439$159.6M0.22%––
Holocene Advisors, LP2,473,211$161.2M1.03%––
Royal Bank of Canada2,516,121$164.0M0.05%––
Caisse de Depot Et Placement du Quebec2,524,658$164.6M0.37%––
California State Teachers Retirement System2,531,982$165.0M0.22%––
Credit Suisse AG2,563,531$167.1M0.12%––
Rhumbline Advisers2,604,825$169.8M0.23%––
Canada Pension Plan Investment Board2,662,118$173.5M0.23%––
Grantham, Mayo, Van Otterloo & Co. LLC2,696,099$175.7M0.96%––
Ruffer LLP2,786,032$181.6M5.56%––
US Bancorp2,803,495$182.7M0.37%––
Thrivent Financial for Lutherans2,837,213$184.9M0.41%––
Citadel Advisors LLC2,855,726$186.1M0.20%––
Barclays PLC2,872,990$187.3M0.18%––
Ameriprise Financial Inc3,010,611$196.6M0.07%––
Putnam Investments LLC3,036,431$197.9M0.33%––
Clearbridge Investments, LLC3,124,123$203.6M0.15%––
California Public Employees Retirement System3,143,755$204.9M0.16%––
Manufacturers Life Insurance Company, The3,287,927$214.3M0.19%––
Yacktman Asset Management LP3,498,306$228.0M2.38%––
Southpoint Capital Advisors LP3,500,000$228.1M3.66%––
Intermede Investment Partners Ltd3,571,393$232.8M5.95%––
Janus Henderson Group PLC3,577,734$233.2M0.11%––
Baird Financial Group, Inc.3,636,529$237.0M0.66%––
Allen Investment Management LLC3,672,543$239.4M3.68%––
Wells Fargo & Company3,857,517$251.4M0.06%––
Principal Financial Group Inc3,939,633$256.8M0.18%––
Parametric Portfolio Associates LLC4,438,232$289.3M0.17%––
APG Asset Management N.V.5,249,145$291.1M0.50%––
Deutsche Bank AG4,597,858$299.7M0.16%––
Standard Life Aberdeen plc4,694,472$306.1M0.70%––
Eaton Vance Management4,782,875$311.7M0.46%––
RPTC Inc.4,822,501$314.3M62.53%––
Bessemer Group Inc4,922,806$320.9M0.77%––
First Eagle Investment Management, LLC5,099,003$332.4M0.88%––
Franklin Resources Inc5,271,402$343.6M0.14%––
Goldman Sachs Group Inc5,453,465$355.5M0.11%––
Dimensional Fund Advisors LP5,725,005$373.1M0.12%––
Provident Trust Co5,740,385$374.2M8.53%––
New York State Common Retirement Fund5,900,676$384.6M0.43%––
Sumitomo Mitsui Trust Holdings, Inc.6,118,162$398.8M0.25%––
CIBC Private Wealth Group, LLC6,352,804$414.1M1.04%––
Charles Schwab Investment Management Inc6,383,250$416.1M0.15%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,439,963$419.8M0.79%––
Diamond Hill Capital Management Inc6,453,742$420.7M1.70%––
Fiduciary Management Inc6,707,674$437.2M3.28%––
Bamco Inc6,737,181$439.1M1.08%––
Boston Partners6,945,222$452.8M0.61%––
UBS Asset Management Americas Inc7,168,205$467.2M0.21%––
Route One Investment Company, L.P.7,367,793$480.2M12.95%––
Artisan Partners Limited Partnership7,540,076$491.5M0.64%––
Morgan Stanley7,975,321$519.8M0.08%––
Invesco Ltd.8,345,280$543.9M0.15%––
Ruane, Cunniff & Goldfarb L.P.9,138,218$595.6M5.60%––
Legal & General Group Plc9,254,097$603.2M0.22%––
Ninety One UK Ltd9,592,697$625.3M1.78%––
Amundi Asset Management US, Inc.9,623,299$627.2M0.48%––
FMR LLC9,983,911$650.8M0.06%––
American Century Companies Inc12,151,734$792.0M0.58%––
Bank of America Corp12,178,898$793.8M0.10%––
Nuveen Asset Management, LLC12,265,920$799.5M0.25%––
Harris Associates L PSuperinvestorHarris Associates (Oakmark)12,304,488$802.0M1.37%––
Bank of New York Mellon Corp12,878,540$839.4M0.17%––
Citigroup Inc12,879,501$839.5M0.80%––
Norges Bank13,789,788$898.8M0.21%––
Parnassus Investments16,463,367$1.07B2.60%––
Generation Investment Management LLP17,657,050$1.15B4.82%––
Northern Trust Corp18,206,294$1.19B0.22%––
Alliancebernstein L.P.20,788,371$1.35B0.60%––