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 28 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, Q3 2022
Institutional positions in Schwab Charles Corp as of Sep 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
- 1,520
- +54 vs. Q2 2022
- Shares held
- 1.35B
- +21.8M (+1.6%) vs. Q2 2022
- Total value
- $97.3B
- +$13.2B (+15.7%) vs. Q2 2022
- New holders
- 158
- 646 more added
- Sold out
- 104
- 489 more reduced
24 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Generation Investment Management LLP | 14,512,120 | $1.04B | 6.19% | +1,847,091+14.6% | Added |
| FMR LLC | 15,264,673 | $1.10B | 0.11% | −1,621,661−9.6% | Reduced |
| Fisher Asset Management, LLC | 15,433,332 | $1.11B | 0.83% | +15,433,332 | New |
| Northern Trust Corp | 15,714,926 | $1.13B | 0.26% | −13,789−0.1% | Reduced |
| Royal Bank of Canada | 15,728,007 | $1.13B | 0.38% | +791,010+5.3% | Added |
| Norges Bank | 15,998,167 | $1.15B | 0.31% | +1,264,185+8.6% | Added |
| GQG Partners LLC | 16,567,655 | $1.19B | 3.44% | +16,567,655 | New |
| Nuveen Asset Management, LLC | 17,076,247 | $1.23B | 0.50% | +68,423+0.4% | Added |
| Alliancebernstein L.P. | 20,767,564 | $1.49B | 0.72% | +1,431,879+7.4% | Added |
| Geode Capital Management, LLC | 26,052,507 | $1.87B | 0.28% | +596,620+2.3% | Added |
| JPMorgan Chase & Co | 31,485,042 | $2.26B | 0.35% | +1,446,768+4.8% | Added |
| Massachusetts Financial Services Co | 31,895,350 | $2.29B | 0.86% | −1,522,141−4.6% | Reduced |
| Price T Rowe Associates Inc | 50,820,314 | $3.66B | 0.60% | −12,478,146−19.7% | Reduced |
| State Street Corp | 65,566,364 | $4.71B | 0.30% | +717,683+1.1% | Added |
| Wellington Management Group LLP | 75,415,805 | $5.42B | 1.15% | −273,624−0.4% | Reduced |
| Dodge & Cox | 80,511,141 | $5.79B | 4.38% | +1,468,678+1.9% | Added |
| BlackRock Inc. | 102,936,741 | $7.40B | 0.25% | −4,461,496−4.2% | Reduced |
| Vanguard Group Inc | 124,437,061 | $8.94B | 0.26% | +2,589,952+2.1% | Added |
| Sofos Investments, Inc. | 1,152 | – | – | +18+1.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 18 | – | – | +18 | New |
| Alua Capital Management LP | 0 | $0 | 0.00% | −859,300−100.0% | Sold out |
| Tesco Pension Investment Ltd | 0 | $0 | 0.00% | −668,079−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −562,884−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −504,215−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −400,237−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −393,448−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −263,803−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −188,672−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −169,200−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −126,175−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −119,110−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −112,859−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −124,542−100.0% | Sold out |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −104,900−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −80,488−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −79,942−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −69,048−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −59,850−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −58,072−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −50,447−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −40,988−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −37,211−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,609−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −27,952−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −26,663−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −25,532−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −21,588−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −18,395−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −16,489−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −15,365−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −14,638−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −13,823−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −12,613−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −11,602−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,044−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −9,989−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,627−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −9,588−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,404−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −8,998−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −8,785−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,671−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −7,149−100.0% | Sold out |
| Hyperion Asset Management Ltd | 0 | $0 | 0.00% | −6,540−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −6,484−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −6,492−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,383−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −5,965−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,644−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,518−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,398−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −5,019−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −4,665−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,631−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Envoi LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −4,288−100.0% | Sold out |
| Gould Asset Management LLC | 0 | $0 | 0.00% | −3,827−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −3,214−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,012−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −1,808−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −1,515−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |