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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 580,448 | $35.6M | 0.05% | −56,047−8.8% | Reduced |
| Voloridge Investment Management, LLC | 562,884 | $35.6M | 0.18% | +499,690+790.7% | Added |
| Ensemble Capital Management, LLC | 560,402 | $35.4M | 3.99% | +178,803+46.9% | Added |
| Crestwood Advisors Group LLC | 560,311 | $35.4M | 1.19% | +25,617+4.8% | Added |
| PFG Advisors | 645,329 | $35.4M | 4.00% | −707−0.1% | Reduced |
| National Bank of Canada | 538,938 | $34.1M | 0.18% | +523,966+3,499.6% | Added |
| Brandywine Global Investment Management, LLC | 527,021 | $33.3M | 0.29% | +527,021 | New |
| Gateway Investment Advisers LLC | 525,729 | $33.2M | 0.37% | +2,583+0.5% | Added |
| State of Tennessee, Treasury Department | 525,527 | $33.2M | 0.15% | −113,575−17.8% | Reduced |
| Natixis Advisors, L.P. | 524,972 | $33.2M | 0.15% | −88,405−14.4% | Reduced |
| Coronation Fund Managers Ltd. | 523,220 | $33.1M | 1.84% | +184,948+54.7% | Added |
| Barr E S & Co | 514,187 | $32.5M | 2.65% | +49,610+10.7% | Added |
| Vaughan David Investments LLC | 509,377 | $32.2M | 1.03% | +27,906+5.8% | Added |
| Eminence Capital, LP | 504,215 | $31.9M | 0.63% | +504,215 | New |
| Allen Operations LLC | 502,815 | $31.8M | 7.98% | 00.0% | Unchanged |
| American International Group, Inc. | 494,354 | $31.2M | 0.21% | −10,111−2.0% | Reduced |
| Rafferty Asset Management, LLC | 488,891 | $30.9M | 0.28% | −268,962−35.5% | Reduced |
| Candriam Luxembourg S.C.A. | 481,074 | $30.4M | 0.25% | −55,544−10.4% | Reduced |
| Greenwich Wealth Management LLC | 480,054 | $30.3M | 4.02% | +1550.0% | Added |
| Abeille Asset Management SA | 478,231 | $30.2M | 1.07% | −145,293−23.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 476,625 | $30.1M | 0.08% | +20,124+4.4% | Added |
| AQR Capital Management LLC | 487,658 | $29.9M | 0.07% | −220,225−31.1% | Reduced |
| Bridgewater Associates, LP | 463,288 | $29.3M | 0.12% | +148,185+47.0% | Added |
| First Republic Investment Management, Inc. | 460,064 | $29.1M | 0.07% | +2,966+0.6% | Added |
| Snyder Capital Management L P | 453,643 | $28.7M | 0.78% | +65,945+17.0% | Added |
| Cambiar Investors LLC | 445,956 | $28.2M | 1.25% | +9,168+2.1% | Added |
| First Manhattan Co | 444,414 | $28.1M | 0.11% | −1590.0% | Reduced |
| Nisa Investment Advisors, LLC | 443,389 | $28.0M | 0.25% | −4,296−1.0% | Reduced |
| MetLife Investment Management | 441,126 | $27.9M | 0.22% | +32,038+7.8% | Added |
| CORDA Investment Management, LLC. | 434,725 | $27.5M | 2.33% | +145,019+50.1% | Added |
| Davis Capital Partners, LLC | 433,479 | $27.4M | 1.56% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 432,205 | $27.3M | 0.18% | +50,075+13.1% | Added |
| Pinebridge Investments, L.P. | 429,337 | $27.1M | 0.34% | +424,876+9,524.2% | Added |
| USS Investment Management Ltd | 425,369 | $26.9M | 0.28% | +33,039+8.4% | Added |
| Wilkinson Global Asset Management LLC | 421,674 | $26.6M | 2.27% | −18,888−4.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 421,333 | $26.6M | 1.77% | −103,345−19.7% | Reduced |
| Montag & Caldwell, LLC | 420,757 | $26.6M | 3.86% | +58,256+16.1% | Added |
| Public Sector Pension Investment Board | 420,068 | $26.5M | 0.23% | +209,121+99.1% | Added |
| Nomura Asset Management Co Ltd | 419,251 | $26.5M | 0.17% | −7,829−1.8% | Reduced |
| Flputnam Investment Management Co | 419,228 | $26.5M | 0.97% | −21,696−4.9% | Reduced |
| Jupiter Asset Management Ltd | 414,648 | $26.2M | 0.37% | +42,448+11.4% | Added |
| Prana Capital Management, LP | 410,292 | $25.9M | 1.97% | +260,809+174.5% | Added |
| State of Michigan Retirement System | 406,966 | $25.7M | 0.18% | +27,700+7.3% | Added |
| Alyeska Investment Group, L.P. | 400,237 | $25.3M | 0.29% | −628−0.2% | Reduced |
| Arizona State Retirement System | 397,539 | $25.1M | 0.24% | −770.0% | Reduced |
| GW&K Investment Management, LLC | 395,895 | $25.0M | 0.27% | −30,169−7.1% | Reduced |
| Janney Montgomery Scott LLC | 390,960 | $24.9M | 0.11% | +6,916+1.8% | Added |
| Squarepoint Ops LLC | 393,448 | $24.9M | 0.23% | +195,941+99.2% | Added |
| Amalgamated Bank | 392,949 | $24.8M | 0.23% | +14,265+3.8% | Added |
| DnB Asset Management AS | 388,166 | $24.5M | 0.17% | +337+0.1% | Added |
| Shell Asset Management Co | 383,729 | $24.2M | 0.72% | −25,751−6.3% | Reduced |
| Blair William & Co | 378,671 | $23.9M | 0.11% | +15,737+4.3% | Added |
| Guggenheim Capital LLC | 374,069 | $23.6M | 0.19% | −102,550−21.5% | Reduced |
| Titan Global Capital Management USA LLC | 370,864 | $23.4M | 5.71% | +11,024+3.1% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 367,086 | $23.2M | 11.11% | −99,133−21.3% | Reduced |
| Aviva PLC | 366,881 | $23.2M | 0.12% | +18,700+5.4% | Added |
| Adams Diversified Equity Fund, Inc. | 366,200 | $23.1M | 1.10% | +366,200 | New |
| Park Presidio Capital LLC | 365,098 | $23.1M | 4.98% | −77,000−17.4% | Reduced |
| Eagle Ridge Investment Management | 363,670 | $23.0M | 2.77% | −2,169−0.6% | Reduced |
| LPL Financial LLC | 360,039 | $22.7M | 0.02% | −101,524−22.0% | Reduced |
| Brookfield Asset Management Inc. | 346,687 | $21.9M | 0.09% | +118,371+51.8% | Added |
| The PNC Financial Services Group, Inc. | 343,818 | $21.7M | 0.02% | −22,439−6.1% | Reduced |
| First Foundation Advisors | 343,289 | $21.7M | 0.96% | +83,341+32.1% | Added |
| ProShare Advisors LLC | 343,158 | $21.7M | 0.07% | −99,415−22.5% | Reduced |
| First Long Island Investors, LLC | 342,310 | $21.6M | 2.25% | −38,422−10.1% | Reduced |
| Polaris Wealth Advisory Group, LLC | 341,978 | $21.6M | 1.73% | +334,860+4,704.4% | Added |
| Handelsbanken Fonder AB | 340,082 | $21.5M | 0.14% | +11,141+3.4% | Added |
| Peapack Gladstone Financial Corp | 339,199 | $21.4M | 0.49% | −11,022−3.1% | Reduced |
| Cerity Partners LLC | 337,403 | $21.3M | 0.25% | +221,660+191.5% | Added |
| Natixis | 337,025 | $21.2M | 0.08% | −224,180−39.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 335,481 | $21.2M | 0.22% | −128,178−27.6% | Reduced |
| North Star Asset Management Inc | 334,227 | $21.1M | 1.39% | +7,444+2.3% | Added |
| British Columbia Investment Management Corp | 331,221 | $20.9M | 0.20% | −55,721−14.4% | Reduced |
| Everett Harris & Co | 318,977 | $20.2M | 0.35% | +6,860+2.2% | Added |
| Bank of Nova Scotia | 306,723 | $19.4M | 0.05% | +100,912+49.0% | Added |
| MUFG Americas Holdings Corp | 301,520 | $19.1M | 0.43% | −216−0.1% | Reduced |
| Point72 Europe (London) LLP | 300,100 | $19.0M | 5.95% | +216,700+259.8% | Added |
| Soapstone Management L.P. | 300,000 | $19.0M | 8.03% | +300,000 | New |
| Maryland Capital Management | 299,921 | $18.9M | 1.49% | −16,438−5.2% | Reduced |
| Covington Capital Management | 298,470 | $18.9M | 0.77% | +18,959+6.8% | Added |
| CIBC Asset Management Inc | 292,275 | $18.5M | 0.08% | −5,656−1.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 288,900 | $18.3M | 0.07% | −60,814−17.4% | Reduced |
| Gulf International Bank (UK) Ltd | 283,845 | $18.1M | 0.32% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 282,922 | $17.9M | 0.26% | −105,530−27.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 275,995 | $17.4M | 0.13% | +656+0.2% | Added |
| Mount Capital Ltd | 273,308 | $17.3M | 6.07% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 273,101 | $17.3M | 0.22% | −10,200−3.6% | Reduced |
| Utah Retirement Systems | 271,170 | $17.1M | 0.27% | +2,600+1.0% | Added |
| Daiwa Securities Group Inc. | 269,544 | $17.0M | 0.13% | +20,409+8.2% | Added |
| Confluence Investment Management LLC | 267,335 | $16.9M | 0.26% | +4,777+1.8% | Added |
| Farmer Steven Patrick | 267,335 | $16.9M | 0.26% | +267,335 | New |
| Employees Retirement System of Texas | 267,200 | $16.9M | 0.24% | +86,200+47.6% | Added |
| ING Groep NV | 263,803 | $16.7M | 0.19% | +25,283+10.6% | Added |
| Advisor Group Holdings, Inc. | 259,336 | $16.4M | 0.04% | +37,066+16.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 258,338 | $16.3M | 1.38% | −291−0.1% | Reduced |
| Greenwood Gearhart Inc | 256,457 | $16.2M | 2.58% | +7,223+2.9% | Added |
| Evercore Wealth Management, LLC | 255,850 | $16.2M | 0.34% | −590.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 252,060 | $15.9M | 0.20% | −81,600−24.5% | Reduced |
| New York Life Investment Management LLC | 251,940 | $15.9M | 0.18% | +251,940 | New |
| Susquehanna International Group, LLP | 251,732 | $15.9M | 0.03% | −277,403−52.4% | Reduced |