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, Q2 2022
Institutional positions in Schwab Charles Corp as of Jun 30, 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
- 1,490
- −55 vs. Q1 2022
- Shares held
- 1.33B
- +2.56M (+0.2%) vs. Q1 2022
- Total value
- $84.2B
- −$28.0B (−24.9%) vs. Q1 2022
- New holders
- 126
- 643 more added
- Sold out
- 181
- 511 more reduced
22 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 121,847,109 | $7.70B | 0.22% | +2,082,616+1.7% | Added |
| BlackRock Inc. | 107,398,237 | $6.79B | 0.22% | +214,813+0.2% | Added |
| Dodge & Cox | 79,042,463 | $4.99B | 3.46% | +6,803,282+9.4% | Added |
| Wellington Management Group LLP | 75,689,429 | $4.78B | 0.96% | −1,772,438−2.3% | Reduced |
| State Street Corp | 64,848,681 | $4.10B | 0.25% | −4,591,066−6.6% | Reduced |
| Price T Rowe Associates Inc | 63,298,460 | $4.00B | 0.51% | −6,010,588−8.7% | Reduced |
| Massachusetts Financial Services Co | 33,417,491 | $2.11B | 0.73% | +851,066+2.6% | Added |
| JPMorgan Chase & Co | 30,038,274 | $1.90B | 0.28% | −5,534,240−15.6% | Reduced |
| Geode Capital Management, LLC | 25,455,887 | $1.61B | 0.24% | +467,569+1.9% | Added |
| Alliancebernstein L.P. | 19,335,685 | $1.22B | 0.56% | +227,607+1.2% | Added |
| Nuveen Asset Management, LLC | 17,007,824 | $1.07B | 0.42% | +1,883,042+12.5% | Added |
| FMR LLC | 16,886,334 | $1.07B | 0.11% | −6,692,130−28.4% | Reduced |
| Northern Trust Corp | 15,728,715 | $993.7M | 0.21% | −374,457−2.3% | Reduced |
| Royal Bank of Canada | 14,936,997 | $943.7M | 0.29% | −1,183,282−7.3% | Reduced |
| Norges Bank | 14,733,982 | $930.9M | 0.24% | +746,259+5.3% | Added |
| Parnassus Investments | 13,879,589 | $876.9M | 2.09% | +291,424+2.1% | Added |
| Morgan Stanley | 13,507,965 | $853.4M | 0.11% | +6,299,752+87.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 12,735,326 | $804.6M | 1.28% | +699,762+5.8% | Added |
| Generation Investment Management LLP | 12,665,029 | $800.2M | 4.36% | +1,147,161+10.0% | Added |
| Egerton Capital (UK) LLP | 12,561,039 | $793.6M | 5.36% | +696,008+5.9% | Added |
| Invesco Ltd. | 12,198,386 | $770.7M | 0.23% | +1,472,269+13.7% | Added |
| Bank of America Corp | 12,181,055 | $769.6M | 0.09% | +308,296+2.6% | Added |
| Bank of New York Mellon Corp | 12,172,293 | $769.0M | 0.18% | −240,186−1.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,993,960 | $757.8M | 1.39% | +1,122,555+10.3% | Added |
| Goldman Sachs Group Inc | 11,324,008 | $715.5M | 0.21% | +2,444,435+27.5% | Added |
| Primecap Management Co | 11,267,941 | $711.9M | 0.64% | −6,485,563−36.5% | Reduced |
| Putnam Investments LLC | 10,163,879 | $642.2M | 1.15% | +8,728,123+607.9% | Added |
| Legal & General Group Plc | 9,881,150 | $624.3M | 0.22% | +53,000+0.5% | Added |
| Flossbach Von Storch AG | 9,189,255 | $580.6M | 1.95% | +4,819,083+110.3% | Added |
| Baillie Gifford & Co | 8,875,638 | $560.8M | 0.58% | +1,902,775+27.3% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 8,852,957 | $559.3M | 7.29% | +613,028+7.4% | Added |
| CIBC Private Wealth Group, LLC | 8,082,740 | $510.7M | 1.33% | −97,381−1.2% | Reduced |
| Capital Research Global Investors | 7,645,811 | $483.1M | 0.15% | −16,186,564−67.9% | Reduced |
| Boston Partners | 7,557,527 | $479.0M | 0.67% | +16,991+0.2% | Added |
| DSM Capital Partners LLC | 7,535,582 | $476.1M | 7.99% | +46,822+0.6% | Added |
| UBS Asset Management Americas Inc | 7,429,703 | $469.4M | 0.25% | −738,901−9.0% | Reduced |
| Deutsche Bank AG | 7,413,795 | $468.4M | 0.26% | +1,782,697+31.7% | Added |
| Artisan Partners Limited Partnership | 7,410,422 | $468.2M | 0.79% | −955,774−11.4% | Reduced |
| Amundi | 7,651,819 | $465.5M | 0.37% | −257,410−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 6,933,572 | $438.1M | 0.15% | +93,896+1.4% | Added |
| Ninety One UK Ltd | 6,861,917 | $433.5M | 1.29% | +228,085+3.4% | Added |
| Bamco Inc | 6,622,530 | $418.4M | 1.35% | +124,772+1.9% | Added |
| Citigroup Inc | 6,566,382 | $414.9M | 0.56% | −398,559−5.7% | Reduced |
| D. E. Shaw & Co., Inc. | 6,348,598 | $401.1M | 0.65% | +414,322+7.0% | Added |
| Eaton Vance Management | 6,299,704 | $398.0M | 0.56% | −580,103−8.4% | Reduced |
| Provident Trust Co | 5,992,588 | $378.6M | 9.30% | +105,831+1.8% | Added |
| Allen Investment Management LLC | 5,640,330 | $356.4M | 5.77% | −46,775−0.8% | Reduced |
| Fiduciary Management Inc | 5,484,234 | $346.5M | 3.28% | +1,142,932+26.3% | Added |
| New York State Common Retirement Fund | 5,204,791 | $328.8M | 0.43% | −185,398−3.4% | Reduced |
| Janus Henderson Group PLC | 5,108,829 | $322.8M | 0.22% | −515,522−9.2% | Reduced |
| Franklin Resources Inc | 5,084,606 | $321.2M | 0.16% | −186,262−3.5% | Reduced |
| Principal Financial Group Inc | 4,985,382 | $315.0M | 0.23% | +975,948+24.3% | Added |
| American Century Companies Inc | 4,812,466 | $304.1M | 0.25% | −4,276,930−47.1% | Reduced |
| Bessemer Group Inc | 4,806,678 | $303.7M | 0.76% | −381,933−7.4% | Reduced |
| Route One Investment Company, L.P. | 4,462,293 | $281.9M | 10.21% | +823,250+22.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,298,768 | $271.6M | 0.21% | +187,385+4.6% | Added |
| Standard Life Aberdeen plc | 4,103,106 | $257.6M | 0.81% | +732,479+21.7% | Added |
| First Eagle Investment Management, LLC | 4,007,460 | $253.2M | 0.71% | 00.0% | Unchanged |
| RPTC Inc. | 3,822,501 | $241.5M | 59.44% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,791,097 | $239.5M | 0.66% | −243,446−6.0% | Reduced |
| Thrivent Financial for Lutherans | 3,722,059 | $235.2M | 0.63% | −276,407−6.9% | Reduced |
| Brown Advisory Inc | 3,695,535 | $233.5M | 0.44% | +1,465,799+65.7% | Added |
| Intermede Investment Partners Ltd | 3,678,923 | $232.4M | 6.44% | +106,385+3.0% | Added |
| Ensign Peak Advisors, Inc | 3,620,989 | $228.8M | 0.54% | +191,579+5.6% | Added |
| UBS Group AG | 3,551,465 | $224.4M | 0.12% | +1,931,782+119.3% | Added |
| Clearbridge Investments, LLC | 3,486,719 | $220.3M | 0.21% | −29,712−0.8% | Reduced |
| Yacktman Asset Management LP | 3,486,660 | $220.3M | 2.29% | +22,079+0.6% | Added |
| Dimensional Fund Advisors LP | 3,316,778 | $209.5M | 0.08% | −176,815−5.1% | Reduced |
| Wells Fargo & Company | 3,286,435 | $207.6M | 0.07% | +220,120+7.2% | Added |
| California Public Employees Retirement System | 2,893,796 | $182.8M | 0.17% | −135,478−4.5% | Reduced |
| APG Asset Management N.V. | 2,999,604 | $181.3M | 0.42% | −350,035−10.4% | Reduced |
| Rhumbline Advisers | 2,770,059 | $175.0M | 0.26% | +117,636+4.4% | Added |
| Barclays PLC | 2,743,383 | $173.3M | 0.19% | −1,789,746−39.5% | Reduced |
| Two Sigma Investments, LP | 2,691,679 | $170.1M | 0.57% | +2,675,816+16,868.3% | Added |
| Russell Investments Group, Ltd. | 2,669,595 | $168.8M | 0.34% | +312,299+13.2% | Added |
| Allianz Asset Management GmbH | 2,650,109 | $167.4M | 0.17% | −598,883−18.4% | Reduced |
| Liontrust Investment Partners LLP | 2,625,842 | $165.9M | 2.34% | +527,100+25.1% | Added |
| Southpoint Capital Advisors LP | 2,500,000 | $157.9M | 4.48% | +300,000+13.6% | Added |
| California State Teachers Retirement System | 2,498,293 | $157.8M | 0.25% | +11,257+0.5% | Added |
| Manufacturers Life Insurance Company, The | 2,497,009 | $157.8M | 0.11% | −804,051−24.4% | Reduced |
| US Bancorp | 2,382,387 | $150.5M | 0.29% | −87,699−3.6% | Reduced |
| Credit Suisse AG | 2,285,079 | $144.4M | 0.15% | −30,955−1.3% | Reduced |
| Echo Street Capital Management LLC | 2,194,076 | $138.6M | 1.26% | −85,332−3.7% | Reduced |
| Macquarie Group Ltd | 2,186,850 | $138.2M | 0.16% | −93,412−4.1% | Reduced |
| SEI Investments Co | 2,115,858 | $133.7M | 0.29% | −147,436−6.5% | Reduced |
| Millennium Management LLC | 2,081,561 | $131.5M | 0.17% | +1,555,208+295.5% | Added |
| Mairs & Power Inc | 2,031,913 | $128.4M | 1.54% | +85,152+4.4% | Added |
| National Pension Service | 1,970,549 | $124.5M | 0.26% | +123,134+6.7% | Added |
| FIL Ltd | 1,940,521 | $122.6M | 0.15% | −184,517−8.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,891,966 | $119.5M | 0.20% | −277,769−12.8% | Reduced |
| Victory Capital Management Inc | 1,887,068 | $119.2M | 0.14% | +386,287+25.7% | Added |
| Kovitz Investment Group Partners, LLC | 1,846,599 | $116.7M | 2.59% | +520,018+39.2% | Added |
| Mackenzie Financial Corp | 1,834,330 | $115.9M | 0.19% | +366,234+24.9% | Added |
| New York State Teachers Retirement System | 1,762,293 | $111.3M | 0.27% | −9,492−0.5% | Reduced |
| Ameriprise Financial Inc | 1,765,289 | $111.3M | 0.04% | −980,065−35.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,748,890 | $110.5M | 0.28% | +226,937+14.9% | Added |
| Timucuan Asset Management Inc | 1,745,545 | $110.3M | 5.12% | +61,738+3.7% | Added |
| State Board of Administration of Florida Retirement System | 1,700,508 | $107.4M | 0.26% | −93,160−5.2% | Reduced |
| HSBC Holdings PLC | 1,611,253 | $102.2M | 0.16% | +47,667+3.0% | Added |
| Schroder Investment Management Group | 1,611,641 | $101.8M | 0.16% | +846,223+110.6% | Added |