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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 3,370,627 | $293.5M | 0.75% | −570,575−14.5% | Reduced |
| Dimensional Fund Advisors LP | 3,493,593 | $294.6M | 0.09% | +30,040+0.9% | Added |
| Clearbridge Investments, LLC | 3,516,431 | $296.5M | 0.22% | −37,248−1.0% | Reduced |
| Intermede Investment Partners Ltd | 3,572,538 | $301.2M | 7.05% | −62,653−1.7% | Reduced |
| Route One Investment Company, L.P. | 3,639,043 | $306.8M | 9.56% | −1,109,250−23.4% | Reduced |
| RPTC Inc. | 3,822,501 | $322.3M | 60.86% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 3,998,466 | $337.1M | 0.66% | +312,970+8.5% | Added |
| First Eagle Investment Management, LLC | 4,007,460 | $337.9M | 0.83% | −908,730−18.5% | Reduced |
| Principal Financial Group Inc | 4,009,434 | $338.0M | 0.21% | +189,575+5.0% | Added |
| Baird Financial Group, Inc. | 4,034,543 | $340.2M | 0.84% | +113,907+2.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,111,383 | $346.6M | 0.23% | +99,803+2.5% | Added |
| Fiduciary Management Inc | 4,341,302 | $366.0M | 2.96% | −701,899−13.9% | Reduced |
| Flossbach Von Storch AG | 4,370,172 | $368.4M | 1.03% | +306,433+7.5% | Added |
| Barclays PLC | 4,533,129 | $382.2M | 0.31% | −2,164,633−32.3% | Reduced |
| Bessemer Group Inc | 5,188,611 | $437.5M | 0.92% | +92,526+1.8% | Added |
| Franklin Resources Inc | 5,270,868 | $444.4M | 0.18% | −36,157−0.7% | Reduced |
| New York State Common Retirement Fund | 5,390,189 | $454.4M | 0.49% | −188,411−3.4% | Reduced |
| Janus Henderson Group PLC | 5,624,351 | $474.2M | 0.23% | +332,232+6.3% | Added |
| Deutsche Bank AG | 5,631,098 | $474.8M | 0.22% | +826,216+17.2% | Added |
| Parametric Portfolio Associates LLC | 5,660,726 | $477.3M | 0.25% | +280,735+5.2% | Added |
| Allen Investment Management LLC | 5,687,105 | $479.5M | 6.43% | +135,146+2.4% | Added |
| Provident Trust Co | 5,886,757 | $496.3M | 10.14% | −11,240−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 5,934,276 | $500.3M | 0.66% | +3,622,196+156.7% | Added |
| Bamco Inc | 6,497,758 | $547.8M | 1.35% | −22,502−0.3% | Reduced |
| Ninety One UK Ltd | 6,633,832 | $559.3M | 1.42% | +135,069+2.1% | Added |
| Charles Schwab Investment Management Inc | 6,839,676 | $576.7M | 0.17% | +173,073+2.6% | Added |
| Eaton Vance Management | 6,879,807 | $580.0M | 0.67% | +195,300+2.9% | Added |
| Citigroup Inc | 6,964,941 | $587.2M | 0.61% | −3,751,544−35.0% | Reduced |
| Baillie Gifford & Co | 6,972,863 | $587.9M | 0.41% | −533,405−7.1% | Reduced |
| Morgan Stanley | 7,208,213 | $607.7M | 0.08% | +521,608+7.8% | Added |
| DSM Capital Partners LLC | 7,488,760 | $631.4M | 8.43% | +395,849+5.6% | Added |
| Boston Partners | 7,540,536 | $634.9M | 0.77% | −483,677−6.0% | Reduced |
| Amundi | 7,909,229 | $636.1M | 0.43% | −1,159,320−12.8% | Reduced |
| UBS Asset Management Americas Inc | 8,168,604 | $688.7M | 0.30% | −196,348−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 8,180,121 | $689.7M | 1.51% | +586,322+7.7% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 8,239,929 | $694.7M | 6.84% | −243,381−2.9% | Reduced |
| Artisan Partners Limited Partnership | 8,366,196 | $705.4M | 0.94% | +1,336,740+19.0% | Added |
| Goldman Sachs Group Inc | 8,879,573 | $748.6M | 0.19% | +13,197+0.1% | Added |
| American Century Companies Inc | 9,089,396 | $766.3M | 0.52% | −1,106,029−10.8% | Reduced |
| Legal & General Group Plc | 9,828,150 | $828.6M | 0.25% | +610,944+6.6% | Added |
| Invesco Ltd. | 10,726,117 | $904.3M | 0.23% | +771,393+7.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,871,405 | $916.7M | 1.40% | −1,267,572−10.4% | Reduced |
| Generation Investment Management LLP | 11,517,868 | $971.1M | 4.45% | −408,924−3.4% | Reduced |
| Egerton Capital (UK) LLP | 11,865,031 | $1.00B | 5.27% | −2,628,353−18.1% | Reduced |
| Bank of America Corp | 11,872,759 | $1.00B | 0.11% | +1,580,195+15.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 12,035,564 | $1.01B | 1.34% | −434,254−3.5% | Reduced |
| Bank of New York Mellon Corp | 12,412,479 | $1.05B | 0.20% | −1,068,602−7.9% | Reduced |
| Parnassus Investments | 13,588,165 | $1.15B | 2.32% | −3,370,663−19.9% | Reduced |
| Norges Bank | 13,987,723 | $1.18B | 0.26% | +577,551+4.3% | Added |
| Nuveen Asset Management, LLC | 15,124,782 | $1.35B | 0.44% | −1,867,572−11.0% | Reduced |
| Northern Trust Corp | 16,103,172 | $1.36B | 0.24% | −226,198−1.4% | Reduced |
| Royal Bank of Canada | 16,120,279 | $1.36B | 0.36% | +11,716,745+266.1% | Added |
| Primecap Management Co | 17,753,504 | $1.50B | 1.13% | −10,559,260−37.3% | Reduced |
| Alliancebernstein L.P. | 19,108,078 | $1.61B | 0.62% | −470,058−2.4% | Reduced |
| FMR LLC | 23,578,464 | $1.99B | 0.16% | +7,319,172+45.0% | Added |
| Capital Research Global Investors | 23,832,375 | $2.01B | 0.50% | +22,953,375+2,611.3% | Added |
| Geode Capital Management, LLC | 24,988,318 | $2.10B | 0.26% | +681,072+2.8% | Added |
| Massachusetts Financial Services Co | 32,566,425 | $2.75B | 0.81% | −1,480,762−4.3% | Reduced |
| JPMorgan Chase & Co | 35,572,514 | $3.00B | 0.39% | −742,912−2.0% | Reduced |
| Price T Rowe Associates Inc | 69,309,048 | $5.84B | 0.59% | −14,083,401−16.9% | Reduced |
| State Street Corp | 69,439,747 | $5.85B | 0.29% | −227,694−0.3% | Reduced |
| Dodge & Cox | 72,239,181 | $6.09B | 3.70% | −1,347,414−1.8% | Reduced |
| Wellington Management Group LLP | 77,461,867 | $6.53B | 1.12% | −4,295,929−5.3% | Reduced |
| BlackRock Inc. | 107,183,424 | $9.04B | 0.24% | +1,780,539+1.7% | Added |
| Vanguard Group Inc | 119,764,493 | $10.1B | 0.24% | +3,007,895+2.6% | Added |
| Landmark Wealth Management, LLC | 1,561 | – | – | +1,561 | New |
| Sofos Investments, Inc. | 1,512 | – | – | −504−25.0% | Reduced |
| Advent International Corp | 0 | $0 | 0.00% | −1,275,000−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,265,744−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −592,468−100.0% | Sold out |
| Tobias Financial Advisors, Inc. | 0 | $0 | 0.00% | −296,291−100.0% | Sold out |
| Inherent Group, LP | 0 | $0 | 0.00% | −163,300−100.0% | Sold out |
| Soapstone Management L.P. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Lakehouse Capital Pty Ltd | 0 | $0 | 0.00% | −70,670−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −49,023−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −49,222−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −43,970−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −35,739−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −33,683−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −27,352−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −20,137−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −19,431−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −18,252−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,760−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −14,510−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −11,962−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −10,289−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,479−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −8,813−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,741−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −7,667−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,827−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,423−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −4,361−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −4,299−100.0% | Sold out |