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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 1,563,586 | $134.2M | 0.18% | +71,589+4.8% | Added |
| M&G Investment Management Ltd | 1,539,971 | $129.4M | 0.28% | +105,966+7.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,521,953 | $128.3M | 0.30% | −34,258−2.2% | Reduced |
| Beck Mack & Oliver LLC | 1,516,670 | $127.9M | 3.20% | +12,164+0.8% | Added |
| Mar Vista Investment Partners LLC | 1,500,203 | $126.5M | 3.97% | +53,042+3.7% | Added |
| Caisse de Depot Et Placement du Quebec | 1,489,127 | $125.5M | 0.29% | −383,200−20.5% | Reduced |
| Mackenzie Financial Corp | 1,468,096 | $123.8M | 0.17% | +201,233+15.9% | Added |
| Stifel Financial Corp | 1,450,001 | $122.2M | 0.17% | −2,406−0.2% | Reduced |
| Putnam Investments LLC | 1,435,756 | $121.0M | 0.18% | +1,271,525+774.2% | Added |
| RWC Asset Management LLP | 1,416,068 | $119.4M | 3.31% | −123,743−8.0% | Reduced |
| Creative Planning | 1,415,675 | $119.4M | 0.18% | +42,516+3.1% | Added |
| Rathbone Brothers plc | 1,405,151 | $118.5M | 1.21% | +383,979+37.6% | Added |
| STRS Ohio | 1,359,339 | $114.6M | 0.42% | +70,177+5.4% | Added |
| Raymond James & Associates | 1,350,410 | $113.9M | 0.10% | −97,654−6.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,326,581 | $111.8M | 2.13% | +89,306+7.2% | Added |
| Truist Financial Corp | 1,322,843 | $111.5M | 0.18% | +9,739+0.7% | Added |
| Prudential Financial Inc | 1,304,247 | $110.0M | 0.15% | −19,194−1.5% | Reduced |
| Tesco Pension Investment Ltd | 1,284,403 | $108.3M | 2.65% | −659,852−33.9% | Reduced |
| Canada Pension Plan Investment Board | 1,282,161 | $108.1M | 0.15% | −1,067,555−45.4% | Reduced |
| Envestnet Asset Management Inc | 1,271,802 | $107.2M | 0.05% | +49,012+4.0% | Added |
| Palestra Capital Management LLC | 1,232,436 | $103.9M | 3.24% | +1,232,436 | New |
| Westpac Banking Corp | 1,209,288 | $102.0M | 1.17% | −134,275−10.0% | Reduced |
| Victory Capital Management Inc | 1,500,781 | $99.5M | 0.10% | +40,244+2.8% | Added |
| Retirement Systems of Alabama | 1,178,715 | $99.4M | 0.36% | −33,730−2.8% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,152,883 | $97.2M | 5.49% | +10,422+0.9% | Added |
| Atlanta Capital Management Co L L C | 1,146,681 | $96.7M | 0.36% | +7,789+0.7% | Added |
| Great West Life Assurance Co | 1,070,611 | $95.0M | 0.20% | −3,114−0.3% | Reduced |
| Marshall Wace, LLP | 1,120,104 | $94.4M | 0.20% | +1,028,279+1,119.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,095,300 | $92.3M | 1.10% | 00.0% | Unchanged |
| London Co of Virginia | 1,084,010 | $91.4M | 0.48% | +1,863+0.2% | Added |
| Lazard Asset Management LLC | 1,083,907 | $91.4M | 0.11% | −3,431−0.3% | Reduced |
| Lord, Abbett & Co. LLC | 1,074,931 | $90.6M | 0.24% | +1,074,931 | New |
| Mn Services Vermogensbeheer B.V. | 1,033,300 | $87.1M | 0.58% | −67,700−6.1% | Reduced |
| Par Capital Management Inc | 1,000,000 | $84.3M | 2.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 998,922 | $84.2M | 1.27% | −15,013−1.5% | Reduced |
| Suvretta Capital Management, LLC | 982,790 | $82.9M | 2.53% | +982,790 | New |
| KBC Group NV | 955,684 | $80.6M | 0.32% | −140,634−12.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 930,651 | $78.5M | 0.38% | −102,137−9.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 925,248 | $78.0M | 0.27% | −25,644−2.7% | Reduced |
| Bowen Hanes & Co Inc | 920,359 | $77.6M | 2.31% | −55,370−5.7% | Reduced |
| Wafra Inc. | 919,543 | $77.5M | 2.68% | +779,554+556.9% | Added |
| Blue Whale Capital LLP | 918,000 | $77.4M | 7.44% | +157,000+20.6% | Added |
| Westwood Holdings Group Inc. | 916,149 | $77.2M | 0.71% | −715,321−43.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 913,486 | $77.0M | 0.18% | +801,974+719.2% | Added |
| Equity Investment Corp | 908,266 | $76.6M | 2.61% | +17,456+2.0% | Added |
| Cooke & Bieler LP | 906,576 | $76.4M | 0.67% | −269,998−22.9% | Reduced |
| Public Employees Retirement System of Ohio | 889,274 | $75.0M | 0.26% | −33,266−3.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 888,244 | $74.9M | 0.45% | +135,973+18.1% | Added |
| Toronto Dominion Bank | 874,088 | $73.7M | 0.11% | +3,528+0.4% | Added |
| GFI Investment Counsel Ltd. | 872,149 | $73.5M | 9.65% | −34,670−3.8% | Reduced |
| TD Asset Management Inc | 865,945 | $73.0M | 0.07% | −3,153−0.4% | Reduced |
| Hosking Partners LLP | 865,546 | $73.0M | 1.89% | +4,092+0.5% | Added |
| Alua Capital Management LP | 859,300 | $72.4M | 4.96% | −794,800−48.1% | Reduced |
| State of New Jersey Common Pension Fund D | 853,938 | $72.0M | 0.23% | +2,508+0.3% | Added |
| Ariel Investments, LLC | 852,662 | $71.9M | 0.64% | +50,246+6.3% | Added |
| Royal London Asset Management Ltd | 850,950 | $71.7M | 0.28% | +340,782+66.8% | Added |
| Davis Selected Advisers | 846,351 | $71.4M | 0.36% | −5,890−0.7% | Reduced |
| Fort Pitt Capital Group, LLC | 807,049 | $68.0M | 2.54% | +6,160+0.8% | Added |
| Schroder Investment Management Group | 765,418 | $67.9M | 0.09% | +236,454+44.7% | Added |
| Agf Investments Inc. | 796,672 | $67.2M | 0.50% | +796,672 | New |
| Ami Asset Management Corp | 785,943 | $66.3M | 3.46% | +616+0.1% | Added |
| Rafferty Asset Management, LLC | 757,853 | $63.9M | 0.38% | −36,673−4.6% | Reduced |
| Voya Investment Management LLC | 757,861 | $63.9M | 0.13% | +115,092+17.9% | Added |
| Pictet Asset Management SA | 752,246 | $63.4M | 0.07% | +23,892+3.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 744,922 | $62.8M | 0.25% | +69,602+10.3% | Added |
| Oak Associates, Ltd | 739,315 | $62.3M | 3.80% | −105,969−12.5% | Reduced |
| Westfield Capital Management Co LP | 738,837 | $62.3M | 0.40% | +10,886+1.5% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 731,650 | $61.7M | 2.73% | −510,363−41.1% | Reduced |
| Clarkston Capital Partners, LLC | 729,134 | $61.5M | 1.02% | −59,283−7.5% | Reduced |
| Castleark Management LLC | 721,875 | $60.9M | 2.63% | +52,760+7.9% | Added |
| Becker Capital Management Inc | 720,826 | $60.8M | 2.45% | −4,487−0.6% | Reduced |
| Sadoff Investment Management LLC | 718,212 | $60.6M | 3.84% | −105,650−12.8% | Reduced |
| AQR Capital Management LLC | 707,883 | $59.7M | 0.11% | +570,108+413.8% | Added |
| Ninety One North America, Inc. | 693,331 | $58.5M | 2.14% | +14,622+2.2% | Added |
| Calamos Advisors LLC | 691,439 | $58.3M | 0.23% | +59,230+9.4% | Added |
| Storebrand Asset Management AS | 676,915 | $57.1M | 0.27% | −41,127−5.7% | Reduced |
| HughesLittle Investment Management Ltd. | 671,810 | $56.6M | 12.93% | −88,480−11.6% | Reduced |
| Ruffer LLP | 667,258 | $56.3M | 1.32% | −231,254−25.7% | Reduced |
| Nordea Investment Management AB | 636,495 | $56.0M | 0.07% | −10,794−1.7% | Reduced |
| Premier Fund Managers Ltd | 629,635 | $55.9M | 1.95% | +629,635 | New |
| Treasurer of the State of North Carolina | 652,302 | $55.0M | 0.30% | −7,934−1.2% | Reduced |
| State of Tennessee, Treasury Department | 639,102 | $53.9M | 0.21% | +97,628+18.0% | Added |
| Abeille Asset Management SA | 623,524 | $52.6M | 1.50% | +623,524 | New |
| Thornburg Investment Management Inc | 622,563 | $52.5M | 0.69% | −91,558−12.8% | Reduced |
| Asset Management One Co.,Ltd. | 618,966 | $52.2M | 0.20% | −32,417−5.0% | Reduced |
| Natixis Advisors, L.P. | 613,377 | $51.7M | 0.20% | +49,807+8.8% | Added |
| Citadel Advisors LLC | 610,464 | $51.5M | 0.06% | −447,913−42.3% | Reduced |
| Nicholas Company, Inc. | 606,395 | $51.1M | 0.91% | −302,960−33.3% | Reduced |
| Glenmede Trust Co NA | 604,243 | $50.9M | 0.25% | −94,339−13.5% | Reduced |
| AMF Pensionsforsakring AB | 602,837 | $50.8M | 0.38% | +3,573+0.6% | Added |
| Central Securities Corp | 600,000 | $50.6M | 5.37% | 00.0% | Unchanged |
| Mariner, LLC | 596,601 | $50.3M | 0.19% | +56,671+10.5% | Added |
| Summitry LLC | 593,437 | $50.0M | 2.97% | −19,596−3.2% | Reduced |
| DekaBank Deutsche Girozentrale | 566,081 | $49.9M | 0.12% | +262,800+86.7% | Added |
| AustralianSuper Pty Ltd | 572,172 | $48.2M | 0.28% | +572,172 | New |
| Natixis | 561,205 | $47.3M | 0.16% | +93,970+20.1% | Added |
| BNP Paribas Arbitrage, SA | 559,635 | $47.2M | 0.09% | +145,038+35.0% | Added |
| M&T Bank Corp | 542,962 | $45.8M | 0.20% | +5,086+0.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 541,984 | $45.7M | 0.61% | +44,982+9.1% | Added |
| Morningstar Investment Services LLC | 505,873 | $45.3M | 0.50% | −1,080−0.2% | Reduced |