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.
13F holders, Q1 2022
Institutional positions in Schwab Charles Corp as of Mar 31, 2022. 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
- 1,567
- +77 vs. Q4 2021
- Shares held
- 1.34B
- +7.25M (+0.5%) vs. Q4 2021
- Total value
- $112.8B
- +$874.7M (+0.8%) vs. Q4 2021
- New holders
- 167
- 602 more added
- Sold out
- 90
- 588 more reduced
15 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $137.4B |
| Q1 2025 | 2,030 | $119.1B |
| Q4 2024 | 1,993 | $110.8B |
| Q3 2024 | 1,857 | $96.3B |
| Q2 2024 | 1,899 | $110.4B |
| Q1 2024 | 1,879 | $108.2B |
| Q4 2023 | 1,877 | $103.0B |
| Q3 2023 | 1,740 | $80.5B |
| Q2 2023 | 1,775 | $82.9B |
| Q1 2023 | 1,676 | $77.1B |
| Q4 2022 | 1,626 | $129.9B |
| Q3 2022 | 1,520 | $97.3B |
| Q2 2022 | 1,490 | $84.2B |
| Q1 2022 | 1,567 | $112.8B |
| Q4 2021 | 1,505 | $111.9B |
| Q3 2021 | 1,351 | $95.3B |
| Q2 2021 | 1,345 | $95.5B |
| Q1 2021 | 1,311 | $85.0B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 119,764,493 | $10.1B | 0.24% | +3,007,895+2.6% | Added |
| BlackRock Inc. | 107,183,424 | $9.04B | 0.24% | +1,780,539+1.7% | Added |
| Wellington Management Group LLP | 77,461,867 | $6.53B | 1.12% | −4,295,929−5.3% | Reduced |
| Dodge & Cox | 72,239,181 | $6.09B | 3.70% | −1,347,414−1.8% | Reduced |
| State Street Corp | 69,439,747 | $5.85B | 0.29% | −227,694−0.3% | Reduced |
| Price T Rowe Associates Inc | 69,309,048 | $5.84B | 0.59% | −14,083,401−16.9% | Reduced |
| JPMorgan Chase & Co | 35,572,514 | $3.00B | 0.39% | −742,912−2.0% | Reduced |
| Massachusetts Financial Services Co | 32,566,425 | $2.75B | 0.81% | −1,480,762−4.3% | Reduced |
| Geode Capital Management, LLC | 24,988,318 | $2.10B | 0.26% | +681,072+2.8% | Added |
| Capital Research Global Investors | 23,832,375 | $2.01B | 0.50% | +22,953,375+2,611.3% | Added |
| FMR LLC | 23,578,464 | $1.99B | 0.16% | +7,319,172+45.0% | Added |
| Alliancebernstein L.P. | 19,108,078 | $1.61B | 0.62% | −470,058−2.4% | Reduced |
| Primecap Management Co | 17,753,504 | $1.50B | 1.13% | −10,559,260−37.3% | Reduced |
| Royal Bank of Canada | 16,120,279 | $1.36B | 0.36% | +11,716,745+266.1% | Added |
| Northern Trust Corp | 16,103,172 | $1.36B | 0.24% | −226,198−1.4% | Reduced |
| Nuveen Asset Management, LLC | 15,124,782 | $1.35B | 0.44% | −1,867,572−11.0% | Reduced |
| Norges Bank | 13,987,723 | $1.18B | 0.26% | +577,551+4.3% | Added |
| Parnassus Investments | 13,588,165 | $1.15B | 2.32% | −3,370,663−19.9% | Reduced |
| Bank of New York Mellon Corp | 12,412,479 | $1.05B | 0.20% | −1,068,602−7.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 12,035,564 | $1.01B | 1.34% | −434,254−3.5% | Reduced |
| Bank of America Corp | 11,872,759 | $1.00B | 0.11% | +1,580,195+15.4% | Added |
| Egerton Capital (UK) LLP | 11,865,031 | $1.00B | 5.27% | −2,628,353−18.1% | Reduced |
| Generation Investment Management LLP | 11,517,868 | $971.1M | 4.45% | −408,924−3.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,871,405 | $916.7M | 1.40% | −1,267,572−10.4% | Reduced |
| Invesco Ltd. | 10,726,117 | $904.3M | 0.23% | +771,393+7.7% | Added |
| Legal & General Group Plc | 9,828,150 | $828.6M | 0.25% | +610,944+6.6% | Added |
| American Century Companies Inc | 9,089,396 | $766.3M | 0.52% | −1,106,029−10.8% | Reduced |
| Goldman Sachs Group Inc | 8,879,573 | $748.6M | 0.19% | +13,197+0.1% | Added |
| Artisan Partners Limited Partnership | 8,366,196 | $705.4M | 0.94% | +1,336,740+19.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 8,239,929 | $694.7M | 6.84% | −243,381−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 8,180,121 | $689.7M | 1.51% | +586,322+7.7% | Added |
| UBS Asset Management Americas Inc | 8,168,604 | $688.7M | 0.30% | −196,348−2.3% | Reduced |
| Amundi | 7,909,229 | $636.1M | 0.43% | −1,159,320−12.8% | Reduced |
| Boston Partners | 7,540,536 | $634.9M | 0.77% | −483,677−6.0% | Reduced |
| DSM Capital Partners LLC | 7,488,760 | $631.4M | 8.43% | +395,849+5.6% | Added |
| Morgan Stanley | 7,208,213 | $607.7M | 0.08% | +521,608+7.8% | Added |
| Baillie Gifford & Co | 6,972,863 | $587.9M | 0.41% | −533,405−7.1% | Reduced |
| Citigroup Inc | 6,964,941 | $587.2M | 0.61% | −3,751,544−35.0% | Reduced |
| Eaton Vance Management | 6,879,807 | $580.0M | 0.67% | +195,300+2.9% | Added |
| Charles Schwab Investment Management Inc | 6,839,676 | $576.7M | 0.17% | +173,073+2.6% | Added |
| Ninety One UK Ltd | 6,633,832 | $559.3M | 1.42% | +135,069+2.1% | Added |
| Bamco Inc | 6,497,758 | $547.8M | 1.35% | −22,502−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 5,934,276 | $500.3M | 0.66% | +3,622,196+156.7% | Added |
| Provident Trust Co | 5,886,757 | $496.3M | 10.14% | −11,240−0.2% | Reduced |
| Allen Investment Management LLC | 5,687,105 | $479.5M | 6.43% | +135,146+2.4% | Added |
| Parametric Portfolio Associates LLC | 5,660,726 | $477.3M | 0.25% | +280,735+5.2% | Added |
| Deutsche Bank AG | 5,631,098 | $474.8M | 0.22% | +826,216+17.2% | Added |
| Janus Henderson Group PLC | 5,624,351 | $474.2M | 0.23% | +332,232+6.3% | Added |
| New York State Common Retirement Fund | 5,390,189 | $454.4M | 0.49% | −188,411−3.4% | Reduced |
| Franklin Resources Inc | 5,270,868 | $444.4M | 0.18% | −36,157−0.7% | Reduced |
| Bessemer Group Inc | 5,188,611 | $437.5M | 0.92% | +92,526+1.8% | Added |
| Barclays PLC | 4,533,129 | $382.2M | 0.31% | −2,164,633−32.3% | Reduced |
| Flossbach Von Storch AG | 4,370,172 | $368.4M | 1.03% | +306,433+7.5% | Added |
| Fiduciary Management Inc | 4,341,302 | $366.0M | 2.96% | −701,899−13.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,111,383 | $346.6M | 0.23% | +99,803+2.5% | Added |
| Baird Financial Group, Inc. | 4,034,543 | $340.2M | 0.84% | +113,907+2.9% | Added |
| Principal Financial Group Inc | 4,009,434 | $338.0M | 0.21% | +189,575+5.0% | Added |
| First Eagle Investment Management, LLC | 4,007,460 | $337.9M | 0.83% | −908,730−18.5% | Reduced |
| Thrivent Financial for Lutherans | 3,998,466 | $337.1M | 0.66% | +312,970+8.5% | Added |
| RPTC Inc. | 3,822,501 | $322.3M | 60.86% | 00.0% | Unchanged |
| Route One Investment Company, L.P. | 3,639,043 | $306.8M | 9.56% | −1,109,250−23.4% | Reduced |
| Intermede Investment Partners Ltd | 3,572,538 | $301.2M | 7.05% | −62,653−1.7% | Reduced |
| Clearbridge Investments, LLC | 3,516,431 | $296.5M | 0.22% | −37,248−1.0% | Reduced |
| Dimensional Fund Advisors LP | 3,493,593 | $294.6M | 0.09% | +30,040+0.9% | Added |
| Standard Life Aberdeen plc | 3,370,627 | $293.5M | 0.75% | −570,575−14.5% | Reduced |
| Yacktman Asset Management LP | 3,464,581 | $292.1M | 2.61% | −26,807−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 3,429,410 | $289.1M | 0.59% | +1,099,684+47.2% | Added |
| Manufacturers Life Insurance Company, The | 3,301,060 | $278.9M | 0.18% | +126,858+4.0% | Added |
| Allianz Asset Management GmbH | 3,248,992 | $273.9M | 0.22% | +353,581+12.2% | Added |
| Wells Fargo & Company | 3,066,315 | $258.5M | 0.07% | +45,990+1.5% | Added |
| California Public Employees Retirement System | 3,029,274 | $255.4M | 0.20% | −199,262−6.2% | Reduced |
| APG Asset Management N.V. | 3,349,639 | $253.8M | 0.48% | −1,229,516−26.9% | Reduced |
| 1832 Asset Management L.P. | 2,795,422 | $232.4M | 0.38% | +1,923,229+220.5% | Added |
| Ameriprise Financial Inc | 2,745,354 | $230.1M | 0.07% | −440,191−13.8% | Reduced |
| Rhumbline Advisers | 2,652,423 | $223.6M | 0.29% | +114,148+4.5% | Added |
| California State Teachers Retirement System | 2,487,036 | $209.7M | 0.28% | −150,226−5.7% | Reduced |
| US Bancorp | 2,470,086 | $208.3M | 0.35% | −205,909−7.7% | Reduced |
| Russell Investments Group, Ltd. | 2,357,296 | $199.6M | 0.35% | +12,433+0.5% | Added |
| Credit Suisse AG | 2,316,034 | $195.3M | 0.17% | −115,329−4.7% | Reduced |
| Macquarie Group Ltd | 2,280,262 | $192.2M | 0.17% | +787,017+52.7% | Added |
| Echo Street Capital Management LLC | 2,279,408 | $192.2M | 1.39% | +1,900,859+502.1% | Added |
| SEI Investments Co | 2,263,294 | $190.9M | 0.38% | +85,127+3.9% | Added |
| Brown Advisory Inc | 2,229,736 | $188.0M | 0.28% | −1,497,070−40.2% | Reduced |
| Southpoint Capital Advisors LP | 2,200,000 | $185.5M | 3.60% | −1,100,000−33.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,169,735 | $182.9M | 0.23% | +510,454+30.8% | Added |
| FIL Ltd | 2,125,038 | $179.2M | 0.18% | −194,116−8.4% | Reduced |
| Liontrust Investment Partners LLP | 2,098,742 | $176.9M | 2.31% | +29,600+1.4% | Added |
| Bank of Montreal | 1,917,084 | $170.2M | 0.10% | −1,001,758−34.3% | Reduced |
| Korea Investment CORP | 1,956,283 | $164.9M | 0.41% | −72,960−3.6% | Reduced |
| Mairs & Power Inc | 1,946,761 | $164.1M | 1.65% | +41,349+2.2% | Added |
| State of Wisconsin Investment Board | 1,896,376 | $159.9M | 0.33% | −237,015−11.1% | Reduced |
| National Pension Service | 1,847,415 | $155.8M | 0.28% | −109,875−5.6% | Reduced |
| State Board of Administration of Florida Retirement System | 1,793,668 | $151.2M | 0.29% | −14,095−0.8% | Reduced |
| New York State Teachers Retirement System | 1,771,785 | $149.4M | 0.31% | +118,974+7.2% | Added |
| Timucuan Asset Management Inc | 1,683,807 | $142.0M | 5.51% | −154,967−8.4% | Reduced |
| Neuberger Berman Group LLC | 1,678,287 | $141.5M | 0.12% | +60,234+3.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,659,839 | $139.9M | 0.27% | −242,200−12.7% | Reduced |
| TCW Group Inc | 1,642,291 | $138.5M | 1.32% | −86,367−5.0% | Reduced |
| UBS Group AG | 1,619,683 | $136.6M | 0.06% | −57,583−3.4% | Reduced |
| Rothschild & Co Asset Management US Inc. | 1,602,075 | $135.1M | 1.73% | −138,015−7.9% | Reduced |