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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
Cambiar Investors LLC524,779$34.2M1.19%––
Morningstar Investment Services LLC523,866$33.9M0.44%––
Castleark Management LLC508,560$33.1M1.19%––
M&T Bank Corp502,723$32.8M0.14%––
Stamina Capital Management LP494,638$32.2M8.74%––
Shell Asset Management Co481,939$31.4M0.63%––
Greenwich Wealth Management LLC479,923$31.3M2.50%––
Nisa Investment Advisors, LLC471,984$30.8M0.20%––
Natixis Advisors, L.P.470,955$30.7M0.16%––
Laurion Capital Management LP470,661$30.7M0.42%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.469,532$30.6M0.20%––
Vaughan David Investments LLC468,659$30.5M0.97%––
M&G Investment Management Ltd469,457$30.5M0.26%––
Teacher Retirement System of Texas460,248$30.0M0.17%––
Aviva PLC460,014$30.0M0.15%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund451,090$29.4M0.27%––
Davis Capital Partners, LLC433,479$28.3M1.62%––
Arizona State Retirement System431,108$28.1M0.25%––
Man Group plc431,078$28.1M0.12%––
British Columbia Investment Management Corp429,023$28.0M0.20%––
Aureus Asset Management, LLC420,314$27.4M2.13%––
Crestwood Advisors Group LLC419,316$27.3M0.86%––
Wilkinson Global Asset Management LLC418,135$27.3M1.72%––
Janney Montgomery Scott LLC411,090$26.8M0.13%––
Handelsbanken Fonder AB410,377$26.7M0.15%––
Teachers Retirement System of the State of Kentucky410,308$26.7M0.26%––
Artemis Investment Management LLP406,007$26.4M0.25%––
Calamos Advisors LLC398,705$26.0M0.15%––
Gillson Capital LP394,079$25.7M2.16%––
1832 Asset Management L.P.393,384$25.6M0.06%––
Mark Asset Management LP388,206$25.3M4.02%––
Bridgewater Associates, LP381,369$24.9M0.22%––
State of Tennessee, Treasury Department378,191$24.7M0.10%––
Eagle Ridge Investment Management376,100$24.5M2.96%––
State of Michigan Retirement System375,640$24.5M0.15%––
Nomura Asset Management Co Ltd371,613$24.2M0.15%––
M.D. Sass Investors Services, Inc.359,688$23.4M4.13%––
Exencial Wealth Advisors, LLC359,575$23.4M1.39%––
MetLife Investment Management356,622$23.2M0.21%––
DnB Asset Management AS350,352$22.8M0.17%––
First Manhattan Co343,714$22.4M0.10%––
Gulf International Bank (UK) Ltd342,988$22.4M0.31%––
Flputnam Investment Management Co333,910$21.8M0.95%––
Titan Global Capital Management USA LLC329,503$21.5M4.49%––
North Star Asset Management Inc328,188$21.4M1.28%––
Everett Harris & Co322,279$21.0M0.36%––
Skandinaviska Enskilda Banken AB (publ)318,865$20.8M0.14%––
ProShare Advisors LLC313,783$20.5M0.06%––
CORDA Investment Management, LLC.312,490$20.4M1.85%––
Schonfeld Strategic Advisors LLC311,222$20.3M0.27%––
Mirae Asset Global Investments Co., Ltd.311,159$20.3M0.07%––
Peapack Gladstone Financial Corp304,956$19.9M0.51%––
The PNC Financial Services Group, Inc.288,884$18.8M0.02%––
Susquehanna International Group, LLP287,275$18.7M0.02%––
Forsta Ap-Fonden285,101$18.6M0.26%––
Osher Van de Voorde Investment Management283,610$18.5M4.73%––
LPL Financial LLC280,054$18.3M0.02%––
Covington Capital Management278,025$18.1M0.78%––
Macquarie Group Ltd275,247$17.9M0.03%––
Public Employees Retirement Association of Colorado273,917$17.9M0.08%––
Comerica Bank260,628$17.5M0.10%––
Utah Retirement Systems264,570$17.2M0.24%––
Ilmarinen Mutual Pension Insurance Co263,000$17.1M0.20%––
Evercore Wealth Management, LLC262,855$17.1M0.34%––
Zurcher Kantonalbank (Zurich Cantonalbank)259,882$16.9M0.10%––
Grimes & Company, Inc.259,808$16.9M0.81%––
MUFG Americas Holdings Corp258,700$16.9M0.33%––
Jacobson & Schmitt Advisors, LLC256,936$16.7M5.42%––
Mackay Shields LLC256,633$16.7M0.12%––
First Foundation Advisors252,478$16.5M0.71%––
Soapstone Management L.P.250,000$16.3M7.25%––
Texas Permanent School Fund249,893$16.3M0.20%––
Blair William & Co249,163$16.2M0.06%––
Tower Bridge Advisors248,799$16.2M1.22%––
HighTower Advisors, LLC243,508$15.9M0.05%––
Andra AP-fonden241,275$15.7M0.35%––
NN Investment Partners Holdings N.V.240,410$15.7M0.09%––
Echo Street Capital Management LLC236,667$15.4M0.14%––
Cohen Capital Management, Inc.234,596$15.3M2.80%––
State of Alaska, Department of Revenue234,433$15.3M0.17%––
Greenwood Gearhart Inc233,787$15.2M2.71%––
Gofen & Glossberg LLC229,854$15.0M0.38%––
Daiwa Securities Group Inc.229,198$14.9M0.11%––
Courant Investment Management LLC228,499$14.9M12.35%––
Swiss Life Asset Management Ltd228,016$14.9M0.21%––
TPI Fund Managers Ltd227,160$14.8M2.31%––
CIBC Asset Management Inc225,832$14.7M0.06%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.224,476$14.6M0.06%––
University of Notre Dame du Lac218,859$14.3M3.85%––
Lathrop Investment Management Corp217,702$14.2M3.18%––
Healthcare of Ontario Pension Plan Trust Fund217,357$14.2M0.04%––
DekaBank Deutsche Girozentrale217,873$14.1M0.05%––
Cornerstone Capital, Inc.215,396$14.0M1.70%––
Cutler Investment Counsel LLC213,633$13.9M2.42%––
Kayne Anderson Rudnick Investment Management LLC212,674$13.9M0.04%––
Thompson Siegel & Walmsley LLC211,490$13.8M0.20%––
Winslow Asset Management Inc207,782$13.5M2.74%––
Mercer Global Advisors Inc204,238$13.3M0.12%––
Palladium Partners LLC204,040$13.3M0.66%––
AQR Capital Management LLC204,351$13.3M0.02%––