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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
Assenagon Asset Management S.A.1,689,168$110.1M0.56%––
Adage Capital Partners GP, L.L.C.1,658,839$108.1M0.22%––
Alua Capital Management LP1,654,100$107.8M6.13%––
Victory Capital Management Inc1,599,842$104.3M0.11%––
Truist Financial Corp1,543,861$100.6M0.18%––
Ensign Peak Advisors, Inc1,541,045$100.4M0.22%––
Neuberger Berman Group LLC1,535,716$99.8M0.10%––
UBS Group AG1,518,258$99.0M0.04%––
Westpac Banking Corp1,481,055$96.5M1.07%––
Park Presidio Capital LLC1,475,000$96.1M10.30%––
Beck Mack & Oliver LLC1,429,750$93.2M2.88%––
Balyasny Asset Management LLC1,415,940$92.3M0.55%––
Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management1,410,000$91.9M4.06%––
Mitsubishi UFJ Trust & Banking Corp1,399,334$90.6M0.20%––
London Co of Virginia1,376,754$89.7M0.51%––
Creative Planning1,348,544$87.9M0.18%––
Mairs & Power Inc1,333,461$86.9M0.91%––
Advent International Corp1,275,000$83.1M5.03%––
Retirement Systems of Alabama1,272,488$82.9M0.31%––
Raymond James & Associates1,271,365$82.9M0.08%––
Van Eck Associates Corp1,269,974$82.8M0.23%––
Greenhaven Associates IncSuperinvestorGreenhaven Associates1,254,687$81.8M1.85%––
Great West Life Assurance Co1,213,221$78.6M0.19%––
Nikko Asset Management Americas, Inc.1,197,762$78.1M0.38%––
Lazard Asset Management LLC1,179,808$76.9M0.09%––
Ariel Investments, LLC1,172,197$76.4M0.75%––
Atlanta Capital Management Co L L C1,157,370$75.4M0.27%––
Mackenzie Financial Corp1,149,000$74.9M0.11%––
STRS Ohio1,136,648$74.1M0.28%––
Bowen Hanes & Co Inc1,120,134$73.0M2.33%––
Stifel Financial Corp1,114,503$72.6M0.12%––
D. E. Shaw & Co., Inc.1,114,359$72.6M0.09%––
Markel Group Inc.SuperinvestorMarkel Group1,095,300$71.4M0.99%––
Kovitz Investment Group Partners, LLC1,081,272$70.5M1.65%––
Envestnet Asset Management Inc1,070,088$69.7M0.05%––
Bain Capital Public Equity Management II, LLC1,067,187$69.6M2.90%––
Chevy Chase Trust Holdings, Inc.1,063,499$69.3M0.25%––
Tocqueville Asset Management L.P.1,031,076$67.2M1.03%––
USS Investment Management Ltd1,021,684$66.7M0.59%––
Giverny Capital Inc.SuperinvestorGiverny Capital1,022,002$66.6M4.46%––
Par Capital Management Inc1,000,000$65.2M1.54%––
Davenport & Co LLC993,063$64.7M0.61%––
Equity Investment Corp984,166$64.1M2.55%––
KBC Group NV979,634$63.9M0.26%––
CIBC World Markets Corp935,405$61.0M0.39%––
State of New Jersey Common Pension Fund D917,188$59.8M0.21%––
Toronto Dominion Bank916,155$59.7M0.11%––
Oak Associates, Ltd912,758$59.5M3.52%––
Davis Selected Advisers912,314$59.5M0.26%––
Nicholas Company, Inc.909,350$59.3M1.11%––
Thornburg Investment Management Inc905,324$59.0M0.68%––
GFI Investment Counsel Ltd.893,272$58.2M9.30%––
Public Employees Retirement System of Ohio886,934$57.8M0.23%––
Capital Research Global Investors879,000$57.3M0.01%––
Ami Asset Management Corp869,316$56.7M2.96%––
Sadoff Investment Management LLC851,430$55.5M3.89%––
Clarkston Capital Partners, LLC841,164$54.8M1.00%––
Ensemble Capital Management, LLC830,535$54.1M5.18%––
AMF Pensionsforsakring AB825,693$53.8M0.40%––
Glenmede Trust Co NA797,675$52.0M0.28%––
Pictet Asset Management Ltd790,441$51.5M0.06%––
HughesLittle Investment Management Ltd.783,690$51.1M13.19%––
Fort Pitt Capital Group, LLC775,723$50.6M2.27%––
Becker Capital Management Inc772,703$50.4M2.27%––
MIG Capital, LLC755,621$49.3M4.86%––
Brave Warrior Advisors, LLC734,288$47.9M1.56%––
Bank Julius Baer & Co. Ltd, Zurich729,995$47.6M0.36%––
Asset Management One Co.,Ltd.727,059$47.4M0.19%––
Summitry LLC725,043$47.3M3.04%––
AMP Capital Investors Ltd716,240$46.7M0.23%––
ARK Investment Management LLCSuperinvestorARK Invest714,287$46.6M0.09%––
TD Asset Management Inc700,807$45.7M0.05%––
Rafferty Asset Management, LLC695,366$45.3M0.32%––
BNP Paribas Arbitrage, SA691,636$45.1M0.10%––
Ninety One North America, Inc.687,635$44.8M2.59%––
First Republic Investment Management, Inc.681,239$44.4M0.14%––
Ycg, LLC672,953$43.9M4.90%––
Connor, Clark & Lunn Investment Management Ltd.671,395$43.8M0.24%––
Storebrand Asset Management AS669,733$43.7M0.23%––
Alberta Investment Management Corp666,500$43.4M0.39%––
Junto Capital Management LP637,822$41.6M1.50%––
Hosking Partners LLP624,798$40.7M0.96%––
Wafra Inc.622,247$40.6M1.69%––
AXA S.A.621,062$40.5M0.12%––
Barr E S & Co617,217$40.2M3.15%––
Treasurer of the State of North Carolina606,036$39.5M0.25%––
Central Securities Corp600,000$39.1M4.46%––
Bank of Nova Scotia589,810$38.4M0.08%––
Swedbank AB575,121$37.5M0.08%––
Engle Capital Management, L.P.567,137$37.0M5.61%––
Lombard Odier Asset Management (Switzerland) SA559,915$36.5M2.44%––
Nordea Investment Management AB553,070$35.9M0.05%––
Allen Operations LLC548,833$35.8M7.27%––
Voya Investment Management LLC544,434$35.5M0.07%––
Edmond de Rothschild Holding S.A.538,143$35.1M0.96%––
Royal London Asset Management Ltd532,420$34.7M0.16%––
American International Group, Inc.531,343$34.6M0.14%––
Investidor Profissional Gestao de Recursos Ltda.529,331$34.5M12.24%––
Confluence Investment Management LLC528,276$34.4M0.48%––
Gateway Investment Advisers LLC527,866$34.4M0.37%––