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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
Atria Investments LLC50,364$3.28M0.07%––
Heron Bay Capital Management50,506$3.29M1.96%––
Odey Asset Management Group Ltd50,700$3.31M0.93%––
Pinebridge Investments, L.P.50,763$3.31M0.04%––
Credit Agricole S A51,418$3.35M0.13%––
Moody Lynn & Lieberson, LLC51,819$3.38M0.28%––
Dowling & Yahnke LLC52,491$3.42M0.23%––
East Coast Asset Management, LLC.52,743$3.44M0.92%––
Wolverine Trading, LLC53,156$3.44M0.07%––
Cigna Investments Inc53,252$3.47M0.24%––
Bryn Mawr Trust Co53,348$3.48M0.14%––
Susquehanna Fundamental Investments, LLC53,403$3.48M0.06%––
Kavar Capital Partners Group, LLC53,991$3.52M0.95%––
RBF Capital, LLC54,000$3.52M0.22%––
Synovus Financial Corp53,979$3.53M0.04%––
Vident Investment Advisory, LLC54,223$3.53M0.12%––
Graybill Bartz & Assoc Ltd54,635$3.56M1.89%––
Bailard, Inc.55,015$3.59M0.13%––
Bokf, NA55,398$3.61M0.07%––
Snowden Capital Advisors LLC56,542$3.69M0.21%––
Meeder Asset Management Inc56,570$3.69M0.19%––
Banco Bilbao Vizcaya Argentaria, S.A.57,289$3.72M0.07%––
Heartland Advisors Inc58,423$3.81M0.24%––
AlphaCrest Capital Management LLC59,388$3.87M0.22%––
MIK Capital, LP59,534$3.88M1.43%––
E. Ohman J:or Asset Management AB62,000$4.04M0.15%––
Aviance Capital Partners, LLC62,188$4.05M0.78%––
Horizon Investments, LLC62,270$4.06M0.15%––
Bridges Investment Management Inc62,289$4.06M0.12%––
Federation des caisses Desjardins du Quebec63,837$4.16M0.05%––
Stephens Inc64,723$4.22M0.07%––
Spectrum Asset Management, Inc. (NB/CA)64,832$4.23M1.30%––
AE Wealth Management LLC65,661$4.28M0.04%––
Fort Washington Investment Advisors Inc66,167$4.31M0.04%––
CIBC World Markets Inc.66,455$4.33M0.01%––
Annex Advisory Services, LLC66,554$4.34M0.42%––
Marco Investment Management LLC66,966$4.37M0.57%––
Gabelli Funds LLC67,000$4.37M0.03%––
Pendal Group Limited67,163$4.38M0.04%––
Covey Capital Advisors, LLC67,250$4.38M3.64%––
New York Life Investments Alternatives67,364$4.39M3.07%––
Citizens Business Bank67,700$4.41M0.62%––
Northwestern Mutual Investment Management Company, LLC67,843$4.42M0.08%––
Mengis Capital Management, Inc.68,060$4.44M0.98%––
Ancora Advisors, LLC68,742$4.48M0.12%––
Perkins Coie Trust Co69,370$4.52M1.51%––
Alyeska Investment Group, L.P.70,000$4.56M0.06%––
MML Investors Services, LLC70,310$4.58M0.04%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH70,785$4.61M0.46%––
Stockman Wealth Management, Inc.71,018$4.63M1.29%––
IndexIQ Advisors LLC71,278$4.65M0.16%––
Illinois Municipal Retirement Fund71,574$4.67M0.20%––
First Trust Advisors LP71,616$4.67M0.01%––
Nomura Holdings Inc73,041$4.76M0.03%––
Brookfield Asset Management Inc.73,221$4.77M0.02%––
TD Private Client Wealth LLC73,319$4.78M0.22%––
Banque Cantonale Vaudoise73,366$4.78M0.24%––
AMG National Trust Bank74,115$4.83M0.16%––
Jane Street Group, LLC74,414$4.85M0.01%––
Fiduciary Group LLC69,761$4.91M0.60%––
Candriam Luxembourg S.C.A.96,577$4.92M0.04%––
Amalgamated Bank76,690$5.00M0.19%––
Parallax Volatility Advisers, L.P.76,881$5.01M0.04%––
Hohimer Wealth Management, LLC77,442$5.05M1.23%––
Thomasville National Bank150,323$5.05M0.94%––
Twin Lakes Capital Management, LLC78,311$5.10M3.14%––
Bridgeway Capital Management, LLC78,477$5.12M0.10%––
Hunter Perkins Capital Management, LLC79,840$5.20M1.06%––
Cambridge Investment Research Advisors, Inc.80,531$5.25M0.03%––
American Assets Investment Management, LLC81,674$5.32M0.73%––
Fifth Third Bancorp82,310$5.37M0.02%––
Ironwood Investment Counsel, LLC82,894$5.40M1.56%––
Frontier Wealth Management LLC83,589$5.45M0.42%––
Trexquant Investment LP85,060$5.54M0.51%––
BancorpSouth Bank86,845$5.66M0.86%––
Farmers Trust Co87,597$5.71M1.32%––
Pacer Advisors, Inc.88,154$5.75M0.10%––
Valley National Advisers Inc89,283$5.82M1.14%––
Monte Financial Group, LLC89,582$5.84M3.58%––
Ieq Capital, LLC89,640$5.84M0.24%––
Addenda Capital Inc.112,045$5.94M0.30%––
Edgestream Partners, L.P.91,697$5.98M0.33%––
Makena Capital Management LLC91,953$5.99M0.95%––
Cornerstone Advisors, LLC92,000$6.00M0.53%––
Louisiana State Employees Retirement System92,700$6.04M0.16%––
Guggenheim Capital LLC92,893$6.05M0.04%––
Kentucky Retirement Systems92,946$6.06M0.30%––
First Financial Bank - Trust Division93,419$6.09M0.68%––
New Mexico Educational Retirement Board94,187$6.14M0.24%––
Dorsey & Whitney Trust CO LLC94,356$6.15M0.61%––
D.A. Davidson & Co.95,064$6.20M0.08%––
Acadian Asset Management LLC96,324$6.28M0.02%––
Lafayette Investments, Inc.96,461$6.29M2.01%––
Sumitomo Mitsui DS Asset Management Company, Ltd96,686$6.30M0.17%––
Meiji Yasuda Asset Management Co Ltd.98,384$6.41M0.47%––
ING Groep NV99,085$6.46M0.13%––
Marshall Wace North America L.P.99,128$6.46M0.03%––
Terry L. Blaker99,570$6.49M0.43%––
Cullinan Associates Inc99,700$6.50M0.37%––
Busey Wealth Management99,748$6.50M0.33%––