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, Q4 2022
Institutional positions in Schwab Charles Corp as of Dec 31, 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
- 1,626
- +134 vs. Q3 2022
- Shares held
- 1.56B
- +219.8M (+16.4%) vs. Q3 2022
- Total value
- $129.9B
- +$33.3B (+34.4%) vs. Q3 2022
- New holders
- 212
- 652 more added
- Sold out
- 78
- 542 more reduced
28 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 225,994,826 | $18.8B | 28.16% | +225,295,680+32,224.4% | Added |
| Vanguard Group Inc | 125,888,270 | $10.5B | 0.29% | +1,451,209+1.2% | Added |
| BlackRock Inc. | 106,840,100 | $8.90B | 0.28% | +3,903,359+3.8% | Added |
| Wellington Management Group LLP | 79,847,280 | $6.65B | 1.33% | +4,431,475+5.9% | Added |
| Dodge & Cox | 77,428,730 | $6.45B | 4.42% | −3,082,411−3.8% | Reduced |
| State Street Corp | 65,295,069 | $5.44B | 0.32% | −271,295−0.4% | Reduced |
| Price T Rowe Associates Inc | 39,880,041 | $3.32B | 0.53% | −10,940,273−21.5% | Reduced |
| JPMorgan Chase & Co | 33,729,763 | $2.81B | 0.40% | +2,244,721+7.1% | Added |
| Massachusetts Financial Services Co | 28,166,148 | $2.35B | 0.82% | −3,729,202−11.7% | Reduced |
| Geode Capital Management, LLC | 26,658,930 | $2.22B | 0.31% | +606,423+2.3% | Added |
| Morgan Stanley | 22,255,649 | $1.85B | 0.21% | +8,563,389+62.5% | Added |
| Bank of America Corp | 20,372,561 | $1.70B | 0.21% | +8,365,883+69.7% | Added |
| Alliancebernstein L.P. | 19,281,835 | $1.61B | 0.72% | −1,485,729−7.2% | Reduced |
| Royal Bank of Canada | 18,535,721 | $1.54B | 0.47% | +2,807,714+17.9% | Added |
| Nuveen Asset Management, LLC | 17,474,406 | $1.45B | 0.56% | +398,159+2.3% | Added |
| GQG Partners LLC | 17,377,879 | $1.45B | 3.91% | +810,224+4.9% | Added |
| Fisher Asset Management, LLC | 16,159,036 | $1.35B | 0.91% | +725,704+4.7% | Added |
| Norges Bank | 15,920,665 | $1.33B | 0.32% | −77,502−0.5% | Reduced |
| Northern Trust Corp | 15,776,206 | $1.31B | 0.28% | +61,280+0.4% | Added |
| Generation Investment Management LLP | 14,632,241 | $1.22B | 7.03% | +120,121+0.8% | Added |
| FMR LLC | 13,577,474 | $1.13B | 0.11% | −1,687,199−11.1% | Reduced |
| Bank of New York Mellon Corp | 13,547,924 | $1.13B | 0.26% | +52,763+0.4% | Added |
| Janus Henderson Group PLC | 13,029,053 | $1.08B | 0.77% | +573,647+4.6% | Added |
| Parnassus Investments | 12,647,066 | $1.05B | 2.62% | −1,403,401−10.0% | Reduced |
| Invesco Ltd. | 12,171,943 | $1.01B | 0.30% | +76,815+0.6% | Added |
| Flossbach Von Storch AG | 11,174,838 | $930.4M | 3.55% | +896,226+8.7% | Added |
| Putnam Investments LLC | 10,387,932 | $864.9M | 1.51% | −301,340−2.8% | Reduced |
| Amundi | 10,304,834 | $859.5M | 0.47% | +512,157+5.2% | Added |
| Boston Partners | 10,012,972 | $831.3M | 1.12% | −342,714−3.3% | Reduced |
| Egerton Capital (UK) LLP | 9,498,276 | $790.8M | 6.81% | −2,154,288−18.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,111,328 | $758.6M | 1.35% | −2,806,636−23.5% | Reduced |
| Legal & General Group Plc | 8,867,996 | $738.3M | 0.28% | −495,484−5.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 8,632,397 | $718.7M | 1.46% | −2,588,868−23.1% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 8,439,564 | $702.7M | 10.98% | −280,526−3.2% | Reduced |
| Baillie Gifford & Co | 8,164,222 | $679.8M | 0.71% | −463,069−5.4% | Reduced |
| UBS Asset Management Americas Inc | 8,137,274 | $677.5M | 0.36% | +359,030+4.6% | Added |
| Goldman Sachs Group Inc | 7,891,969 | $657.1M | 0.19% | −81,959−1.0% | Reduced |
| Artisan Partners Limited Partnership | 7,500,617 | $624.5M | 1.11% | −160,979−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 7,361,413 | $612.9M | 0.20% | +159,582+2.2% | Added |
| Ninety One UK Ltd | 6,970,200 | $580.3M | 1.86% | −413,528−5.6% | Reduced |
| Bamco Inc | 6,714,646 | $559.1M | 1.88% | −14,692−0.2% | Reduced |
| Deutsche Bank AG | 6,355,381 | $529.1M | 0.30% | +241,801+4.0% | Added |
| Citigroup Inc | 6,088,387 | $506.9M | 0.71% | −501,078−7.6% | Reduced |
| CIBC Private Wealth Group, LLC | 8,437,070 | $475.2M | 1.60% | +332,843+4.1% | Added |
| Principal Financial Group Inc | 5,682,681 | $473.1M | 0.36% | +151,011+2.7% | Added |
| Provident Trust Co | 5,559,999 | $462.9M | 12.23% | −434,349−7.2% | Reduced |
| Allen Investment Management LLC | 5,550,284 | $462.1M | 7.42% | −117,573−2.1% | Reduced |
| Baird Financial Group, Inc. | 5,356,279 | $446.0M | 1.17% | +1,480,868+38.2% | Added |
| Franklin Resources Inc | 5,010,097 | $417.1M | 0.22% | −41,938−0.8% | Reduced |
| Fiduciary Management Inc | 4,640,659 | $386.4M | 3.91% | −602,227−11.5% | Reduced |
| Ensign Peak Advisors, Inc | 4,592,888 | $382.4M | 0.86% | +338,355+8.0% | Added |
| Brown Advisory Inc | 4,539,367 | $377.9M | 0.70% | +17,851+0.4% | Added |
| Schroder Investment Management Group | 4,486,215 | $373.5M | 0.59% | +458,162+11.4% | Added |
| New York State Common Retirement Fund | 4,482,859 | $373.2M | 0.51% | −668,575−13.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,445,058 | $370.1M | 0.29% | −50,411−1.1% | Reduced |
| Yacktman Asset Management LP | 4,282,948 | $356.6M | 3.55% | +704,635+19.7% | Added |
| Standard Life Aberdeen plc | 4,275,565 | $356.0M | 0.97% | +356,407+9.1% | Added |
| First Eagle Investment Management, LLC | 4,103,606 | $341.7M | 0.94% | +108,375+2.7% | Added |
| D. E. Shaw & Co., Inc. | 4,051,151 | $337.3M | 0.57% | −1,013,968−20.0% | Reduced |
| RPTC Inc. | 3,822,501 | $318.3M | 65.42% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,716,773 | $309.5M | 0.75% | −1,052,898−22.1% | Reduced |
| Voya Investment Management LLC | 3,706,001 | $308.6M | 0.36% | +229,696+6.6% | Added |
| Dimensional Fund Advisors LP | 3,495,526 | $291.0M | 0.10% | +96,241+2.8% | Added |
| California Public Employees Retirement System | 3,393,232 | $282.5M | 0.24% | −54,817−1.6% | Reduced |
| Wells Fargo & Company | 3,370,165 | $280.6M | 0.09% | −10,469−0.3% | Reduced |
| APG Asset Management N.V. | 3,282,029 | $273.3M | 0.52% | +461,720+16.4% | Added |
| Barclays PLC | 3,139,545 | $261.4M | 0.23% | +74,583+2.4% | Added |
| DSM Capital Partners LLC | 3,116,770 | $259.5M | 4.32% | −4,399,733−58.5% | Reduced |
| Russell Investments Group, Ltd. | 3,002,163 | $249.8M | 0.51% | −10,024−0.3% | Reduced |
| Rhumbline Advisers | 2,978,842 | $248.0M | 0.33% | +108,948+3.8% | Added |
| Prudential Financial Inc | 2,871,222 | $239.1M | 0.40% | +290,782+11.3% | Added |
| Route One Investment Company, L.P. | 2,840,143 | $236.5M | 10.70% | −993,250−25.9% | Reduced |
| Theleme Partners LLP | 2,840,000 | $236.5M | 9.09% | +615,000+27.6% | Added |
| Primecap Management Co | 2,708,942 | $225.5M | 0.21% | −2,544,294−48.4% | Reduced |
| Manufacturers Life Insurance Company, The | 2,708,919 | $225.4M | 0.14% | +238,822+9.7% | Added |
| Clearbridge Investments, LLC | 2,682,711 | $223.4M | 0.22% | −256,382−8.7% | Reduced |
| Intermede Investment Partners Ltd | 2,667,629 | $222.1M | 6.20% | −641,206−19.4% | Reduced |
| American Century Companies Inc | 2,588,684 | $215.5M | 0.18% | −1,231,223−32.2% | Reduced |
| California State Teachers Retirement System | 2,512,825 | $209.2M | 0.33% | +38,274+1.5% | Added |
| Capital International Investors | 2,488,450 | $207.2M | 0.06% | +1,184,186+90.8% | Added |
| Credit Suisse AG | 2,480,537 | $206.5M | 0.22% | +202,862+8.9% | Added |
| Thrivent Financial for Lutherans | 2,449,500 | $203.9M | 0.53% | −427,392−14.9% | Reduced |
| US Bancorp | 2,421,710 | $201.6M | 0.36% | +178,011+7.9% | Added |
| Capital Research Global Investors | 2,401,294 | $199.9M | 0.06% | −2,134,014−47.1% | Reduced |
| HSBC Holdings PLC | 2,396,603 | $199.2M | 0.25% | +807,467+50.8% | Added |
| SEI Investments Co | 2,298,864 | $191.4M | 0.43% | +56,222+2.5% | Added |
| Liontrust Investment Partners LLP | 2,280,442 | $189.9M | 3.40% | −248,700−9.8% | Reduced |
| Echo Street Capital Management LLC | 2,226,556 | $185.4M | 1.80% | −120,319−5.1% | Reduced |
| National Pension Service | 2,040,839 | $169.9M | 0.33% | +7,958+0.4% | Added |
| Ameriprise Financial Inc | 2,018,560 | $168.1M | 0.06% | +328,636+19.4% | Added |
| Bank of Montreal | 1,933,425 | $161.0M | 0.13% | +359,030+22.8% | Added |
| Envestnet Asset Management Inc | 1,913,316 | $159.3M | 0.08% | +136,177+7.7% | Added |
| Southpoint Capital Advisors LP | 1,900,000 | $158.2M | 4.08% | −750,000−28.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,897,274 | $158.0M | 0.27% | −110,275−5.5% | Reduced |
| Mackenzie Financial Corp | 1,845,377 | $153.6M | 0.26% | +26,149+1.4% | Added |
| Raymond James & Associates | 1,833,137 | $152.6M | 0.14% | +140,504+8.3% | Added |
| Kovitz Investment Group Partners, LLC | 1,830,587 | $152.4M | 3.03% | −51,593−2.7% | Reduced |
| Lord, Abbett & Co. LLC | 1,825,663 | $152.0M | 0.54% | +605,732+49.7% | Added |
| Millennium Management LLC | 1,788,061 | $148.9M | 0.17% | −1,618,293−47.5% | Reduced |
| New York State Teachers Retirement System | 1,765,957 | $147.0M | 0.36% | +887+0.1% | Added |