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 |
|---|---|---|---|---|---|
| FIL Ltd | 1,940,521 | $122.6M | 0.15% | −184,517−8.7% | Reduced |
| National Pension Service | 1,970,549 | $124.5M | 0.26% | +123,134+6.7% | Added |
| Mairs & Power Inc | 2,031,913 | $128.4M | 1.54% | +85,152+4.4% | Added |
| Millennium Management LLC | 2,081,561 | $131.5M | 0.17% | +1,555,208+295.5% | Added |
| SEI Investments Co | 2,115,858 | $133.7M | 0.29% | −147,436−6.5% | Reduced |
| Macquarie Group Ltd | 2,186,850 | $138.2M | 0.16% | −93,412−4.1% | Reduced |
| Echo Street Capital Management LLC | 2,194,076 | $138.6M | 1.26% | −85,332−3.7% | Reduced |
| Credit Suisse AG | 2,285,079 | $144.4M | 0.15% | −30,955−1.3% | Reduced |
| US Bancorp | 2,382,387 | $150.5M | 0.29% | −87,699−3.6% | Reduced |
| Manufacturers Life Insurance Company, The | 2,497,009 | $157.8M | 0.11% | −804,051−24.4% | Reduced |
| California State Teachers Retirement System | 2,498,293 | $157.8M | 0.25% | +11,257+0.5% | Added |
| Southpoint Capital Advisors LP | 2,500,000 | $157.9M | 4.48% | +300,000+13.6% | Added |
| Liontrust Investment Partners LLP | 2,625,842 | $165.9M | 2.34% | +527,100+25.1% | Added |
| Allianz Asset Management GmbH | 2,650,109 | $167.4M | 0.17% | −598,883−18.4% | Reduced |
| Russell Investments Group, Ltd. | 2,669,595 | $168.8M | 0.34% | +312,299+13.2% | Added |
| Two Sigma Investments, LP | 2,691,679 | $170.1M | 0.57% | +2,675,816+16,868.3% | Added |
| Barclays PLC | 2,743,383 | $173.3M | 0.19% | −1,789,746−39.5% | Reduced |
| Rhumbline Advisers | 2,770,059 | $175.0M | 0.26% | +117,636+4.4% | Added |
| APG Asset Management N.V. | 2,999,604 | $181.3M | 0.42% | −350,035−10.4% | Reduced |
| California Public Employees Retirement System | 2,893,796 | $182.8M | 0.17% | −135,478−4.5% | Reduced |
| Wells Fargo & Company | 3,286,435 | $207.6M | 0.07% | +220,120+7.2% | Added |
| Dimensional Fund Advisors LP | 3,316,778 | $209.5M | 0.08% | −176,815−5.1% | Reduced |
| Yacktman Asset Management LP | 3,486,660 | $220.3M | 2.29% | +22,079+0.6% | Added |
| Clearbridge Investments, LLC | 3,486,719 | $220.3M | 0.21% | −29,712−0.8% | Reduced |
| UBS Group AG | 3,551,465 | $224.4M | 0.12% | +1,931,782+119.3% | Added |
| Ensign Peak Advisors, Inc | 3,620,989 | $228.8M | 0.54% | +191,579+5.6% | Added |
| Intermede Investment Partners Ltd | 3,678,923 | $232.4M | 6.44% | +106,385+3.0% | Added |
| Brown Advisory Inc | 3,695,535 | $233.5M | 0.44% | +1,465,799+65.7% | Added |
| Thrivent Financial for Lutherans | 3,722,059 | $235.2M | 0.63% | −276,407−6.9% | Reduced |
| Baird Financial Group, Inc. | 3,791,097 | $239.5M | 0.66% | −243,446−6.0% | Reduced |
| RPTC Inc. | 3,822,501 | $241.5M | 59.44% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 4,007,460 | $253.2M | 0.71% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 4,103,106 | $257.6M | 0.81% | +732,479+21.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,298,768 | $271.6M | 0.21% | +187,385+4.6% | Added |
| Route One Investment Company, L.P. | 4,462,293 | $281.9M | 10.21% | +823,250+22.6% | Added |
| Bessemer Group Inc | 4,806,678 | $303.7M | 0.76% | −381,933−7.4% | Reduced |
| American Century Companies Inc | 4,812,466 | $304.1M | 0.25% | −4,276,930−47.1% | Reduced |
| Principal Financial Group Inc | 4,985,382 | $315.0M | 0.23% | +975,948+24.3% | Added |
| Franklin Resources Inc | 5,084,606 | $321.2M | 0.16% | −186,262−3.5% | Reduced |
| Janus Henderson Group PLC | 5,108,829 | $322.8M | 0.22% | −515,522−9.2% | Reduced |
| New York State Common Retirement Fund | 5,204,791 | $328.8M | 0.43% | −185,398−3.4% | Reduced |
| Fiduciary Management Inc | 5,484,234 | $346.5M | 3.28% | +1,142,932+26.3% | Added |
| Allen Investment Management LLC | 5,640,330 | $356.4M | 5.77% | −46,775−0.8% | Reduced |
| Provident Trust Co | 5,992,588 | $378.6M | 9.30% | +105,831+1.8% | Added |
| Eaton Vance Management | 6,299,704 | $398.0M | 0.56% | −580,103−8.4% | Reduced |
| D. E. Shaw & Co., Inc. | 6,348,598 | $401.1M | 0.65% | +414,322+7.0% | Added |
| Citigroup Inc | 6,566,382 | $414.9M | 0.56% | −398,559−5.7% | Reduced |
| Bamco Inc | 6,622,530 | $418.4M | 1.35% | +124,772+1.9% | Added |
| Ninety One UK Ltd | 6,861,917 | $433.5M | 1.29% | +228,085+3.4% | Added |
| Charles Schwab Investment Management Inc | 6,933,572 | $438.1M | 0.15% | +93,896+1.4% | Added |
| Amundi | 7,651,819 | $465.5M | 0.37% | −257,410−3.3% | Reduced |
| Artisan Partners Limited Partnership | 7,410,422 | $468.2M | 0.79% | −955,774−11.4% | Reduced |
| Deutsche Bank AG | 7,413,795 | $468.4M | 0.26% | +1,782,697+31.7% | Added |
| UBS Asset Management Americas Inc | 7,429,703 | $469.4M | 0.25% | −738,901−9.0% | Reduced |
| DSM Capital Partners LLC | 7,535,582 | $476.1M | 7.99% | +46,822+0.6% | Added |
| Boston Partners | 7,557,527 | $479.0M | 0.67% | +16,991+0.2% | Added |
| Capital Research Global Investors | 7,645,811 | $483.1M | 0.15% | −16,186,564−67.9% | Reduced |
| CIBC Private Wealth Group, LLC | 8,082,740 | $510.7M | 1.33% | −97,381−1.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 8,852,957 | $559.3M | 7.29% | +613,028+7.4% | Added |
| Baillie Gifford & Co | 8,875,638 | $560.8M | 0.58% | +1,902,775+27.3% | Added |
| Flossbach Von Storch AG | 9,189,255 | $580.6M | 1.95% | +4,819,083+110.3% | Added |
| Legal & General Group Plc | 9,881,150 | $624.3M | 0.22% | +53,000+0.5% | Added |
| Putnam Investments LLC | 10,163,879 | $642.2M | 1.15% | +8,728,123+607.9% | Added |
| Primecap Management Co | 11,267,941 | $711.9M | 0.64% | −6,485,563−36.5% | Reduced |
| Goldman Sachs Group Inc | 11,324,008 | $715.5M | 0.21% | +2,444,435+27.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,993,960 | $757.8M | 1.39% | +1,122,555+10.3% | Added |
| Bank of New York Mellon Corp | 12,172,293 | $769.0M | 0.18% | −240,186−1.9% | Reduced |
| Bank of America Corp | 12,181,055 | $769.6M | 0.09% | +308,296+2.6% | Added |
| Invesco Ltd. | 12,198,386 | $770.7M | 0.23% | +1,472,269+13.7% | Added |
| Egerton Capital (UK) LLP | 12,561,039 | $793.6M | 5.36% | +696,008+5.9% | Added |
| Generation Investment Management LLP | 12,665,029 | $800.2M | 4.36% | +1,147,161+10.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 12,735,326 | $804.6M | 1.28% | +699,762+5.8% | Added |
| Morgan Stanley | 13,507,965 | $853.4M | 0.11% | +6,299,752+87.4% | Added |
| Parnassus Investments | 13,879,589 | $876.9M | 2.09% | +291,424+2.1% | Added |
| Norges Bank | 14,733,982 | $930.9M | 0.24% | +746,259+5.3% | Added |
| Royal Bank of Canada | 14,936,997 | $943.7M | 0.29% | −1,183,282−7.3% | Reduced |
| Northern Trust Corp | 15,728,715 | $993.7M | 0.21% | −374,457−2.3% | Reduced |
| FMR LLC | 16,886,334 | $1.07B | 0.11% | −6,692,130−28.4% | Reduced |
| Nuveen Asset Management, LLC | 17,007,824 | $1.07B | 0.42% | +1,883,042+12.5% | Added |
| Alliancebernstein L.P. | 19,335,685 | $1.22B | 0.56% | +227,607+1.2% | Added |
| Geode Capital Management, LLC | 25,455,887 | $1.61B | 0.24% | +467,569+1.9% | Added |
| JPMorgan Chase & Co | 30,038,274 | $1.90B | 0.28% | −5,534,240−15.6% | Reduced |
| Massachusetts Financial Services Co | 33,417,491 | $2.11B | 0.73% | +851,066+2.6% | Added |
| Price T Rowe Associates Inc | 63,298,460 | $4.00B | 0.51% | −6,010,588−8.7% | Reduced |
| State Street Corp | 64,848,681 | $4.10B | 0.25% | −4,591,066−6.6% | Reduced |
| Wellington Management Group LLP | 75,689,429 | $4.78B | 0.96% | −1,772,438−2.3% | Reduced |
| Dodge & Cox | 79,042,463 | $4.99B | 3.46% | +6,803,282+9.4% | Added |
| BlackRock Inc. | 107,398,237 | $6.79B | 0.22% | +214,813+0.2% | Added |
| Vanguard Group Inc | 121,847,109 | $7.70B | 0.22% | +2,082,616+1.7% | Added |
| Sofos Investments, Inc. | 1,134 | – | – | −378−25.0% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −80,668−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −1,232,436−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,074,931−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −982,790−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −738,837−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −572,172−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −330,089−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −258,720−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −245,000−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −215,943−100.0% | Sold out |