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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
GPM Growth Investors, Inc.104,444$6.81M3.89%––
Los Angeles Capital Management LLC104,246$6.79M0.03%––
Prana Capital Management, LP103,502$6.75M0.55%––
Commonwealth Equity Services, LLC103,384$6.74M0.02%––
Marshall Wace, LLP103,260$6.73M0.04%––
Schroder Investment Management Group101,917$6.64M0.01%––
Banque Pictet & Cie SA101,561$6.62M0.08%––
Riverpark Capital Management LLC101,417$6.61M2.96%––
Northeast Financial Consultants Inc100,554$6.55M0.50%––
Whittier Trust Co100,016$6.52M0.13%––
Busey Wealth Management99,748$6.50M0.33%––
Cullinan Associates Inc99,700$6.50M0.37%––
Terry L. Blaker99,570$6.49M0.43%––
Marshall Wace North America L.P.99,128$6.46M0.03%––
ING Groep NV99,085$6.46M0.13%––
Meiji Yasuda Asset Management Co Ltd.98,384$6.41M0.47%––
Sumitomo Mitsui DS Asset Management Company, Ltd96,686$6.30M0.17%––
Lafayette Investments, Inc.96,461$6.29M2.01%––
Acadian Asset Management LLC96,324$6.28M0.02%––
D.A. Davidson & Co.95,064$6.20M0.08%––
Dorsey & Whitney Trust CO LLC94,356$6.15M0.61%––
New Mexico Educational Retirement Board94,187$6.14M0.24%––
First Financial Bank - Trust Division93,419$6.09M0.68%––
Kentucky Retirement Systems92,946$6.06M0.30%––
Guggenheim Capital LLC92,893$6.05M0.04%––
Louisiana State Employees Retirement System92,700$6.04M0.16%––
Cornerstone Advisors, LLC92,000$6.00M0.53%––
Makena Capital Management LLC91,953$5.99M0.95%––
Edgestream Partners, L.P.91,697$5.98M0.33%––
Addenda Capital Inc.112,045$5.94M0.30%––
Ieq Capital, LLC89,640$5.84M0.24%––
Monte Financial Group, LLC89,582$5.84M3.58%––
Valley National Advisers Inc89,283$5.82M1.14%––
Pacer Advisors, Inc.88,154$5.75M0.10%––
Farmers Trust Co87,597$5.71M1.32%––
BancorpSouth Bank86,845$5.66M0.86%––
Trexquant Investment LP85,060$5.54M0.51%––
Frontier Wealth Management LLC83,589$5.45M0.42%––
Ironwood Investment Counsel, LLC82,894$5.40M1.56%––
Fifth Third Bancorp82,310$5.37M0.02%––
American Assets Investment Management, LLC81,674$5.32M0.73%––
Cambridge Investment Research Advisors, Inc.80,531$5.25M0.03%––
Hunter Perkins Capital Management, LLC79,840$5.20M1.06%––
Bridgeway Capital Management, LLC78,477$5.12M0.10%––
Twin Lakes Capital Management, LLC78,311$5.10M3.14%––
Thomasville National Bank150,323$5.05M0.94%––
Hohimer Wealth Management, LLC77,442$5.05M1.23%––
Parallax Volatility Advisers, L.P.76,881$5.01M0.04%––
Amalgamated Bank76,690$5.00M0.19%––
Candriam Luxembourg S.C.A.96,577$4.92M0.04%––
Fiduciary Group LLC69,761$4.91M0.60%––
Jane Street Group, LLC74,414$4.85M0.01%––
AMG National Trust Bank74,115$4.83M0.16%––
Banque Cantonale Vaudoise73,366$4.78M0.24%––
TD Private Client Wealth LLC73,319$4.78M0.22%––
Brookfield Asset Management Inc.73,221$4.77M0.02%––
Nomura Holdings Inc73,041$4.76M0.03%––
First Trust Advisors LP71,616$4.67M0.01%––
Illinois Municipal Retirement Fund71,574$4.67M0.20%––
IndexIQ Advisors LLC71,278$4.65M0.16%––
Stockman Wealth Management, Inc.71,018$4.63M1.29%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH70,785$4.61M0.46%––
MML Investors Services, LLC70,310$4.58M0.04%––
Alyeska Investment Group, L.P.70,000$4.56M0.06%––
Perkins Coie Trust Co69,370$4.52M1.51%––
Ancora Advisors, LLC68,742$4.48M0.12%––
Mengis Capital Management, Inc.68,060$4.44M0.98%––
Northwestern Mutual Investment Management Company, LLC67,843$4.42M0.08%––
Citizens Business Bank67,700$4.41M0.62%––
New York Life Investments Alternatives67,364$4.39M3.07%––
Covey Capital Advisors, LLC67,250$4.38M3.64%––
Pendal Group Limited67,163$4.38M0.04%––
Gabelli Funds LLC67,000$4.37M0.03%––
Marco Investment Management LLC66,966$4.37M0.57%––
Annex Advisory Services, LLC66,554$4.34M0.42%––
CIBC World Markets Inc.66,455$4.33M0.01%––
Fort Washington Investment Advisors Inc66,167$4.31M0.04%––
AE Wealth Management LLC65,661$4.28M0.04%––
Spectrum Asset Management, Inc. (NB/CA)64,832$4.23M1.30%––
Stephens Inc64,723$4.22M0.07%––
Federation des caisses Desjardins du Quebec63,837$4.16M0.05%––
Bridges Investment Management Inc62,289$4.06M0.12%––
Horizon Investments, LLC62,270$4.06M0.15%––
Aviance Capital Partners, LLC62,188$4.05M0.78%––
E. Ohman J:or Asset Management AB62,000$4.04M0.15%––
MIK Capital, LP59,534$3.88M1.43%––
AlphaCrest Capital Management LLC59,388$3.87M0.22%––
Heartland Advisors Inc58,423$3.81M0.24%––
Banco Bilbao Vizcaya Argentaria, S.A.57,289$3.72M0.07%––
Meeder Asset Management Inc56,570$3.69M0.19%––
Snowden Capital Advisors LLC56,542$3.69M0.21%––
Bokf, NA55,398$3.61M0.07%––
Bailard, Inc.55,015$3.59M0.13%––
Graybill Bartz & Assoc Ltd54,635$3.56M1.89%––
Vident Investment Advisory, LLC54,223$3.53M0.12%––
Synovus Financial Corp53,979$3.53M0.04%––
RBF Capital, LLC54,000$3.52M0.22%––
Kavar Capital Partners Group, LLC53,991$3.52M0.95%––
Susquehanna Fundamental Investments, LLC53,403$3.48M0.06%––
Bryn Mawr Trust Co53,348$3.48M0.14%––