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 28 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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $137.4B |
| Q1 2025 | 2,030 | $119.1B |
| Q4 2024 | 1,993 | $110.8B |
| Q3 2024 | 1,857 | $96.3B |
| Q2 2024 | 1,899 | $110.4B |
| Q1 2024 | 1,879 | $108.2B |
| Q4 2023 | 1,877 | $103.0B |
| Q3 2023 | 1,740 | $80.5B |
| Q2 2023 | 1,775 | $82.9B |
| Q1 2023 | 1,676 | $77.1B |
| Q4 2022 | 1,626 | $129.9B |
| Q3 2022 | 1,520 | $97.3B |
| Q2 2022 | 1,490 | $84.2B |
| Q1 2022 | 1,567 | $112.8B |
| Q4 2021 | 1,505 | $111.9B |
| Q3 2021 | 1,351 | $95.3B |
| Q2 2021 | 1,345 | $95.5B |
| Q1 2021 | 1,311 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 22,268,844 | $1.45B | 0.22% | – | – |
| Primecap Management Co | 29,412,279 | $1.92B | 1.34% | – | – |
| Massachusetts Financial Services Co | 34,869,150 | $2.27B | 0.70% | – | – |
| JPMorgan Chase & Co | 41,398,378 | $2.70B | 0.39% | – | – |
| State Street Corp | 65,358,510 | $4.26B | 0.25% | – | – |
| Dodge & Cox | 77,194,062 | $5.03B | 3.60% | – | – |
| Wellington Management Group LLP | 80,391,510 | $5.24B | 0.92% | – | – |
| Price T Rowe Associates Inc | 80,736,724 | $5.26B | 0.53% | – | – |
| BlackRock Inc. | 107,777,235 | $7.02B | 0.21% | – | – |
| Vanguard Group Inc | 113,903,820 | $7.42B | 0.20% | – | – |
| Harel Insurance Investments & Financial Services Ltd. | 4,955 | – | – | – | – |