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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 269,544 | $17.0M | 0.13% | +20,409+8.2% | Added |
| Utah Retirement Systems | 271,170 | $17.1M | 0.27% | +2,600+1.0% | Added |
| Forsta Ap-Fonden | 273,101 | $17.3M | 0.22% | −10,200−3.6% | Reduced |
| Mount Capital Ltd | 273,308 | $17.3M | 6.07% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 275,995 | $17.4M | 0.13% | +656+0.2% | Added |
| Zurich Insurance Group Ltd | 282,922 | $17.9M | 0.26% | −105,530−27.2% | Reduced |
| Gulf International Bank (UK) Ltd | 283,845 | $18.1M | 0.32% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 288,900 | $18.3M | 0.07% | −60,814−17.4% | Reduced |
| CIBC Asset Management Inc | 292,275 | $18.5M | 0.08% | −5,656−1.9% | Reduced |
| Covington Capital Management | 298,470 | $18.9M | 0.77% | +18,959+6.8% | Added |
| Maryland Capital Management | 299,921 | $18.9M | 1.49% | −16,438−5.2% | Reduced |
| Soapstone Management L.P. | 300,000 | $19.0M | 8.03% | +300,000 | New |
| Point72 Europe (London) LLP | 300,100 | $19.0M | 5.95% | +216,700+259.8% | Added |
| MUFG Americas Holdings Corp | 301,520 | $19.1M | 0.43% | −216−0.1% | Reduced |
| Bank of Nova Scotia | 306,723 | $19.4M | 0.05% | +100,912+49.0% | Added |
| Everett Harris & Co | 318,977 | $20.2M | 0.35% | +6,860+2.2% | Added |
| British Columbia Investment Management Corp | 331,221 | $20.9M | 0.20% | −55,721−14.4% | Reduced |
| North Star Asset Management Inc | 334,227 | $21.1M | 1.39% | +7,444+2.3% | Added |
| Schonfeld Strategic Advisors LLC | 335,481 | $21.2M | 0.22% | −128,178−27.6% | Reduced |
| Natixis | 337,025 | $21.2M | 0.08% | −224,180−39.9% | Reduced |
| Cerity Partners LLC | 337,403 | $21.3M | 0.25% | +221,660+191.5% | Added |
| Peapack Gladstone Financial Corp | 339,199 | $21.4M | 0.49% | −11,022−3.1% | Reduced |
| Handelsbanken Fonder AB | 340,082 | $21.5M | 0.14% | +11,141+3.4% | Added |
| Polaris Wealth Advisory Group, LLC | 341,978 | $21.6M | 1.73% | +334,860+4,704.4% | Added |
| First Long Island Investors, LLC | 342,310 | $21.6M | 2.25% | −38,422−10.1% | Reduced |
| ProShare Advisors LLC | 343,158 | $21.7M | 0.07% | −99,415−22.5% | Reduced |
| First Foundation Advisors | 343,289 | $21.7M | 0.96% | +83,341+32.1% | Added |
| The PNC Financial Services Group, Inc. | 343,818 | $21.7M | 0.02% | −22,439−6.1% | Reduced |
| Brookfield Asset Management Inc. | 346,687 | $21.9M | 0.09% | +118,371+51.8% | Added |
| LPL Financial LLC | 360,039 | $22.7M | 0.02% | −101,524−22.0% | Reduced |
| Eagle Ridge Investment Management | 363,670 | $23.0M | 2.77% | −2,169−0.6% | Reduced |
| Park Presidio Capital LLC | 365,098 | $23.1M | 4.98% | −77,000−17.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 366,200 | $23.1M | 1.10% | +366,200 | New |
| Aviva PLC | 366,881 | $23.2M | 0.12% | +18,700+5.4% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 367,086 | $23.2M | 11.11% | −99,133−21.3% | Reduced |
| Titan Global Capital Management USA LLC | 370,864 | $23.4M | 5.71% | +11,024+3.1% | Added |
| Guggenheim Capital LLC | 374,069 | $23.6M | 0.19% | −102,550−21.5% | Reduced |
| Blair William & Co | 378,671 | $23.9M | 0.11% | +15,737+4.3% | Added |
| Shell Asset Management Co | 383,729 | $24.2M | 0.72% | −25,751−6.3% | Reduced |
| DnB Asset Management AS | 388,166 | $24.5M | 0.17% | +337+0.1% | Added |
| Amalgamated Bank | 392,949 | $24.8M | 0.23% | +14,265+3.8% | Added |
| Squarepoint Ops LLC | 393,448 | $24.9M | 0.23% | +195,941+99.2% | Added |
| Janney Montgomery Scott LLC | 390,960 | $24.9M | 0.11% | +6,916+1.8% | Added |
| GW&K Investment Management, LLC | 395,895 | $25.0M | 0.27% | −30,169−7.1% | Reduced |
| Arizona State Retirement System | 397,539 | $25.1M | 0.24% | −770.0% | Reduced |
| Alyeska Investment Group, L.P. | 400,237 | $25.3M | 0.29% | −628−0.2% | Reduced |
| State of Michigan Retirement System | 406,966 | $25.7M | 0.18% | +27,700+7.3% | Added |
| Prana Capital Management, LP | 410,292 | $25.9M | 1.97% | +260,809+174.5% | Added |
| Jupiter Asset Management Ltd | 414,648 | $26.2M | 0.37% | +42,448+11.4% | Added |
| Flputnam Investment Management Co | 419,228 | $26.5M | 0.97% | −21,696−4.9% | Reduced |
| Nomura Asset Management Co Ltd | 419,251 | $26.5M | 0.17% | −7,829−1.8% | Reduced |
| Public Sector Pension Investment Board | 420,068 | $26.5M | 0.23% | +209,121+99.1% | Added |
| Montag & Caldwell, LLC | 420,757 | $26.6M | 3.86% | +58,256+16.1% | Added |
| Fullerton Fund Management Co Ltd. | 421,333 | $26.6M | 1.77% | −103,345−19.7% | Reduced |
| Wilkinson Global Asset Management LLC | 421,674 | $26.6M | 2.27% | −18,888−4.3% | Reduced |
| USS Investment Management Ltd | 425,369 | $26.9M | 0.28% | +33,039+8.4% | Added |
| Pinebridge Investments, L.P. | 429,337 | $27.1M | 0.34% | +424,876+9,524.2% | Added |
| Teacher Retirement System of Texas | 432,205 | $27.3M | 0.18% | +50,075+13.1% | Added |
| Davis Capital Partners, LLC | 433,479 | $27.4M | 1.56% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 434,725 | $27.5M | 2.33% | +145,019+50.1% | Added |
| MetLife Investment Management | 441,126 | $27.9M | 0.22% | +32,038+7.8% | Added |
| Nisa Investment Advisors, LLC | 443,389 | $28.0M | 0.25% | −4,296−1.0% | Reduced |
| First Manhattan Co | 444,414 | $28.1M | 0.11% | −1590.0% | Reduced |
| Cambiar Investors LLC | 445,956 | $28.2M | 1.25% | +9,168+2.1% | Added |
| Snyder Capital Management L P | 453,643 | $28.7M | 0.78% | +65,945+17.0% | Added |
| First Republic Investment Management, Inc. | 460,064 | $29.1M | 0.07% | +2,966+0.6% | Added |
| Bridgewater Associates, LP | 463,288 | $29.3M | 0.12% | +148,185+47.0% | Added |
| AQR Capital Management LLC | 487,658 | $29.9M | 0.07% | −220,225−31.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 476,625 | $30.1M | 0.08% | +20,124+4.4% | Added |
| Abeille Asset Management SA | 478,231 | $30.2M | 1.07% | −145,293−23.3% | Reduced |
| Greenwich Wealth Management LLC | 480,054 | $30.3M | 4.02% | +1550.0% | Added |
| Candriam Luxembourg S.C.A. | 481,074 | $30.4M | 0.25% | −55,544−10.4% | Reduced |
| Rafferty Asset Management, LLC | 488,891 | $30.9M | 0.28% | −268,962−35.5% | Reduced |
| American International Group, Inc. | 494,354 | $31.2M | 0.21% | −10,111−2.0% | Reduced |
| Allen Operations LLC | 502,815 | $31.8M | 7.98% | 00.0% | Unchanged |
| Eminence Capital, LP | 504,215 | $31.9M | 0.63% | +504,215 | New |
| Vaughan David Investments LLC | 509,377 | $32.2M | 1.03% | +27,906+5.8% | Added |
| Barr E S & Co | 514,187 | $32.5M | 2.65% | +49,610+10.7% | Added |
| Coronation Fund Managers Ltd. | 523,220 | $33.1M | 1.84% | +184,948+54.7% | Added |
| Natixis Advisors, L.P. | 524,972 | $33.2M | 0.15% | −88,405−14.4% | Reduced |
| State of Tennessee, Treasury Department | 525,527 | $33.2M | 0.15% | −113,575−17.8% | Reduced |
| Gateway Investment Advisers LLC | 525,729 | $33.2M | 0.37% | +2,583+0.5% | Added |
| Brandywine Global Investment Management, LLC | 527,021 | $33.3M | 0.29% | +527,021 | New |
| National Bank of Canada | 538,938 | $34.1M | 0.18% | +523,966+3,499.6% | Added |
| PFG Advisors | 645,329 | $35.4M | 4.00% | −707−0.1% | Reduced |
| Crestwood Advisors Group LLC | 560,311 | $35.4M | 1.19% | +25,617+4.8% | Added |
| Ensemble Capital Management, LLC | 560,402 | $35.4M | 3.99% | +178,803+46.9% | Added |
| Voloridge Investment Management, LLC | 562,884 | $35.6M | 0.18% | +499,690+790.7% | Added |
| Nordea Investment Management AB | 580,448 | $35.6M | 0.05% | −56,047−8.8% | Reduced |
| Swedbank AB | 565,302 | $35.7M | 0.08% | +97,148+20.8% | Added |
| Aureus Asset Management, LLC | 568,048 | $35.9M | 2.90% | +89,576+18.7% | Added |
| M&T Bank Corp | 576,244 | $36.3M | 0.17% | +33,282+6.1% | Added |
| Storebrand Asset Management AS | 575,036 | $36.3M | 0.21% | −101,879−15.1% | Reduced |
| AMF Pensionsforsakring AB | 578,582 | $36.6M | 0.36% | −24,255−4.0% | Reduced |
| Summitry LLC | 578,951 | $36.6M | 2.67% | −14,486−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 581,044 | $36.7M | 0.17% | +425,044+272.5% | Added |
| Calamos Advisors LLC | 589,384 | $37.2M | 0.17% | −102,055−14.8% | Reduced |
| Glenmede Trust Co NA | 592,584 | $37.4M | 0.22% | −11,659−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 593,247 | $37.5M | 0.61% | +51,263+9.5% | Added |
| Central Securities Corp | 600,000 | $37.9M | 5.05% | 00.0% | Unchanged |