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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
Boston Private Wealth LLC203,401$13.3M0.18%––
Moody National Bank Trust Division201,722$13.1M0.31%––
Majedie Asset Management Ltd199,874$13.0M0.95%––
Community Financial Services Group, LLC196,349$12.8M3.79%––
Yost Capital Management, LP196,032$12.8M17.00%––
Mutual of America Capital Management LLC193,825$12.6M0.13%––
American National Insurance Co193,092$12.6M0.51%––
Karpas Strategies, LLC191,095$12.5M4.72%––
Davidson Kempner Capital Management LP190,000$12.4M0.12%––
Snyder Capital Management L P187,875$12.2M0.35%––
Baker Avenue Asset Management, LP187,492$12.2M0.78%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys187,167$12.2M0.15%––
LFL Advisers, LLC183,424$12.0M5.89%––
Hi-Line Capital Management, LLC182,983$11.9M4.77%––
Metropolitan Life Insurance Co182,475$11.9M0.18%––
Live Oak Private Wealth LLC181,662$11.8M2.91%––
Wilbanks Smith & Thomas Asset Management LLC181,282$11.8M0.51%––
W.G. Shaheen & Associates DBA Whitney & Co181,281$11.8M2.07%––
Employees Retirement System of Texas181,000$11.8M0.15%––
Greenstone Partners & Co., LLC177,550$11.6M9.75%––
River & Mercantile Asset Management LLP173,436$11.3M0.68%––
Citizens Financial Group Inc170,370$11.1M0.58%––
BBVA USA Bancshares, Inc.169,296$11.0M0.52%––
Personal Capital Advisors Corp169,243$11.0M0.06%––
First Long Island Investors, LLC169,035$11.0M0.98%––
Capitolis Advisors LLC168,464$11.0M0.19%––
IFM Investors Pty Ltd167,259$10.9M0.29%––
Jacobs & Co167,106$10.9M1.33%––
Channing Capital Management, LLC165,177$10.8M0.37%––
Ivy Lane Capital Management, LLC164,000$10.7M9.20%––
Landscape Capital Management, L.L.C.163,823$10.7M1.67%––
Financial Counselors Inc163,643$10.7M0.25%––
Hartford Investment Management Co163,335$10.6M0.28%––
Financial Avengers, Inc.163,305$10.6M7.97%––
Asset Advisors Investment Management, LLC156,225$10.6M1.23%––
Tower Research Capital LLC (TRC)161,221$10.5M0.18%––
Crossmark Global Holdings, Inc.160,507$10.5M0.26%––
Pacific Heights Asset Management LLC160,000$10.4M0.96%––
Hudson Bay Capital Management LP160,000$10.4M0.15%––
Coronation Fund Managers Ltd.159,050$10.4M0.34%––
Tredje AP-fonden157,799$10.3M0.25%––
Cubist Systematic Strategies, LLC156,311$10.2M0.13%––
Van Cleef Asset Management,Inc153,603$10.0M1.57%––
JNE Partners LLP153,500$10.0M7.78%––
Advisor Group Holdings, Inc.150,108$9.81M0.02%––
Raymond James Financial Services Advisors, Inc.149,379$9.74M0.02%––
Howe & Rusling Inc148,821$9.70M1.32%––
Ledyard National Bank148,414$9.67M1.04%––
Tobam146,995$9.58M0.41%––
Reilly Herbert Faulkner III145,529$9.49M3.00%––
Elgethun Capital Management144,482$9.42M3.66%––
Nissay Asset Management Corp143,622$9.36M0.09%––
Public Sector Pension Investment Board141,517$9.22M0.06%––
Shelton Capital Management141,486$9.22M0.32%––
McGuire Investment Group, LLC141,399$9.22M1.94%––
Brown Advisory Securities, LLC140,764$9.18M1.56%––
Carnegie Capital Asset Management, LLC138,364$9.02M0.38%––
Xponance, Inc.136,030$8.87M0.19%––
American Research & Management Co.134,868$8.79M2.12%––
Blume Capital Management, Inc.132,842$8.66M3.41%––
United Asset Strategies, Inc.132,416$8.63M1.25%––
Timber Creek Capital Management LLC131,870$8.60M3.30%––
Calamos Wealth Management LLC130,813$8.53M0.70%––
Dai-Ichi Life Insurance Company, Ltd130,720$8.52M0.12%––
Engineers Gate Manager LP130,206$8.49M0.42%––
Hodges Capital Management Inc.129,920$8.47M1.17%––
SG Americas Securities, LLC129,577$8.45M0.05%––
Spearhead Capital Advisors, LLC128,681$8.39M1.24%––
Schwerin Boyle Capital Management Inc128,275$8.36M0.74%––
Parsec Financial Management, Inc.128,028$8.35M0.43%––
GAM Holding AG127,709$8.32M0.39%––
Securian Asset Management, Inc126,873$8.27M0.18%––
Captrust Financial Advisors125,494$8.18M0.09%––
Baltimore-Washington Financial Advisors, Inc.123,985$8.08M0.82%––
Strycker View Capital LLC123,310$8.04M6.37%––
Gamco Investors, Inc. Et Al122,455$7.98M0.07%––
Geneos Wealth Management Inc.112,547$7.92M0.22%––
Oregon Public Employees Retirement Fund120,047$7.83M0.09%––
Robeco Institutional Asset Management B.V.119,648$7.80M0.02%––
BI Asset Management Fondsmaeglerselskab A/S119,330$7.78M0.32%––
Voloridge Investment Management, LLC118,744$7.74M0.06%––
Permanens Capital L.P.117,668$7.67M1.58%––
Hanson & Doremus Investment Management117,093$7.63M1.77%––
Paloma Partners Management Co116,222$7.58M0.22%––
Point72 Hong Kong Ltd114,478$7.46M0.60%––
Twinbeech Capital LP112,450$7.33M1.07%––
Sandy Spring Bank112,415$7.33M0.42%––
B. Metzler seel. Sohn & Co. Holding AG112,209$7.31M0.12%––
HRT Financial LP111,982$7.30M0.07%––
Biechele Royce Advisors110,420$7.20M3.62%––
Elo Mutual Pension Insurance Co110,367$7.19M0.24%––
Westbourne Investment Advisors, Inc.108,451$7.07M3.52%––
Barometer Capital Management Inc.108,200$7.05M1.19%––
Oppenheimer & Co Inc107,778$7.03M0.14%––
Mariner, LLC107,343$7.00M0.05%––
Nelson Capital Management, LLC106,845$6.96M1.49%––
Madison Wealth Management106,800$6.96M1.72%––
Maryland State Retirement & Pension System105,600$6.88M0.24%––
Blueshift Asset Management, LLC105,243$6.86M0.70%––
1623 Capital LLC105,000$6.84M3.11%––