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 | 2,173 | $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, 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 431,859 | $36.0M | 0.27% | −8,348−1.9% | Reduced |
| LPL Financial LLC | 434,151 | $36.1M | 0.03% | +18,813+4.5% | Added |
| Nomura Asset Management Co Ltd | 439,597 | $36.6M | 0.21% | +5,660+1.3% | Added |
| Fullerton Fund Management Co Ltd. | 441,464 | $36.8M | 2.74% | −128,681−22.6% | Reduced |
| Azora Capital LP | 444,570 | $37.0M | 6.30% | +444,570 | New |
| Nisa Investment Advisors, LLC | 445,995 | $37.1M | 0.29% | −15,476−3.4% | Reduced |
| American International Group, Inc. | 452,487 | $37.7M | 0.26% | −36,776−7.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 456,432 | $38.0M | 0.10% | +58,914+14.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 458,893 | $38.2M | 0.19% | −259,189−36.1% | Reduced |
| Aviva PLC | 469,826 | $39.1M | 0.19% | −7,926−1.7% | Reduced |
| First Republic Investment Management, Inc. | 471,127 | $39.2M | 0.09% | +37,473+8.6% | Added |
| Greenwich Wealth Management LLC | 480,866 | $40.0M | 4.40% | +494+0.1% | Added |
| Gateway Investment Advisers LLC | 490,345 | $40.8M | 0.50% | −51,419−9.5% | Reduced |
| Employees Retirement System of Texas | 499,894 | $41.6M | 0.61% | +166,839+50.1% | Added |
| Allen Operations LLC | 502,815 | $41.9M | 11.19% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 503,360 | $41.9M | 0.09% | +220,770+78.1% | Added |
| CIBC World Markets Corp | 504,476 | $42.0M | 0.28% | −304,887−37.7% | Reduced |
| Vaughan David Investments LLC | 515,408 | $42.9M | 1.28% | +2,182+0.4% | Added |
| Provident Investment Management, Inc. | 522,962 | $43.5M | 5.16% | +522,962 | New |
| Citadel Advisors LLC | 532,647 | $44.3M | 0.05% | +276,756+108.2% | Added |
| Crestwood Advisors Group LLC | 547,807 | $45.6M | 1.55% | +16,150+3.0% | Added |
| Snyder Capital Management L P | 554,473 | $46.2M | 1.04% | +80,886+17.1% | Added |
| Summitry LLC | 557,128 | $46.4M | 3.41% | −14,562−2.5% | Reduced |
| Storebrand Asset Management AS | 563,030 | $46.9M | 0.26% | −6,524−1.1% | Reduced |
| Susquehanna International Group, LLP | 569,399 | $47.4M | 0.09% | +438,519+335.1% | Added |
| Federated Hermes, Inc. | 569,977 | $47.5M | 0.13% | +1,420+0.2% | Added |
| Hosking Partners LLP | 574,025 | $47.8M | 1.93% | −135,965−19.2% | Reduced |
| Asset Management One Co.,Ltd. | 578,925 | $47.9M | 0.23% | −26,533−4.4% | Reduced |
| Rafferty Asset Management, LLC | 587,411 | $48.9M | 0.41% | +62,966+12.0% | Added |
| Swedbank AB | 588,184 | $49.0M | 0.11% | +12,098+2.1% | Added |
| Calamos Advisors LLC | 591,632 | $49.3M | 0.24% | +1,665+0.3% | Added |
| Aureus Asset Management, LLC | 593,121 | $49.4M | 4.26% | +21,073+3.7% | Added |
| Oak Associates, Ltd | 597,228 | $49.7M | 4.17% | −79,536−11.8% | Reduced |
| Bristol John W & Co Inc | 598,115 | $49.8M | 1.18% | +2,105+0.4% | Added |
| M&T Bank Corp | 599,863 | $49.9M | 0.20% | +31,694+5.6% | Added |
| Central Securities Corp | 600,000 | $50.0M | 6.46% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 604,204 | $50.3M | 2.11% | +604,204 | New |
| Nicholas Company, Inc. | 606,230 | $50.5M | 1.08% | −1550.0% | Reduced |
| Bridgewater Associates, LP | 610,615 | $50.8M | 0.28% | +365,874+149.5% | Added |
| Pinebridge Investments, L.P. | 612,525 | $51.0M | 0.62% | +61,772+11.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 621,036 | $51.7M | 0.88% | +21,573+3.6% | Added |
| Thornburg Investment Management Inc | 621,115 | $51.7M | 0.87% | −943−0.2% | Reduced |
| First Manhattan Co | 621,435 | $51.7M | 0.19% | +177,118+39.9% | Added |
| Rockefeller Capital Management L.P. | 626,076 | $52.1M | 0.26% | +472,150+306.7% | Added |
| Glenmede Trust Co NA | 627,451 | $52.2M | 0.31% | −241,041−27.8% | Reduced |
| Natixis Advisors, L.P. | 627,466 | $52.2M | 0.20% | −3,219−0.5% | Reduced |
| HughesLittle Investment Management Ltd. | 639,890 | $53.3M | 15.73% | −17,820−2.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 640,586 | $53.3M | 0.15% | −207,395−24.5% | Reduced |
| Barr E S & Co | 649,742 | $54.1M | 4.49% | +135,437+26.3% | Added |
| Capital World Investors | 650,894 | $54.2M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 666,336 | $55.5M | 0.05% | −150,069−18.4% | Reduced |
| DekaBank Deutsche Girozentrale | 677,234 | $55.7M | 0.15% | +31,906+4.9% | Added |
| State of Tennessee, Treasury Department | 673,803 | $56.1M | 0.26% | −7,568−1.1% | Reduced |
| Treasurer of the State of North Carolina | 676,222 | $56.3M | 0.34% | +14,020+2.1% | Added |
| Ninety One North America, Inc. | 677,392 | $56.4M | 2.76% | −86,909−11.4% | Reduced |
| Mariner, LLC | 677,462 | $56.4M | 0.18% | +3,624+0.5% | Added |
| Jacobs Levy Equity Management, Inc | 694,162 | $57.8M | 0.39% | +694,162 | New |
| Pictet Asset Management SA | 698,837 | $58.2M | 0.08% | +11,047+1.6% | Added |
| Mn Services Vermogensbeheer B.V. | 699,900 | $58.3M | 0.65% | −103,900−12.9% | Reduced |
| James Hambro & Partners | 719,526 | $59.9M | 4.58% | +438,128+155.7% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 726,426 | $60.5M | 3.43% | −45,224−5.9% | Reduced |
| Fort Pitt Capital Group, LLC | 733,391 | $61.1M | 2.49% | −45,216−5.8% | Reduced |
| Becker Capital Management Inc | 736,159 | $61.3M | 2.86% | +7,850+1.1% | Added |
| Ami Asset Management Corp | 738,898 | $61.5M | 4.31% | −2,391−0.3% | Reduced |
| Victory Capital Management Inc | 753,906 | $62.8M | 0.07% | −1,127,436−59.9% | Reduced |
| Clarkston Capital Partners, LLC | 778,047 | $64.8M | 1.22% | +945+0.1% | Added |
| AMF Pensionsforsakring AB | 779,765 | $64.9M | 0.74% | +280,446+56.2% | Added |
| Royal London Asset Management Ltd | 820,198 | $68.3M | 0.31% | +556+0.1% | Added |
| Blue Whale Capital LLP | 827,000 | $68.9M | 11.74% | −165,500−16.7% | Reduced |
| Premier Fund Managers Ltd | 842,770 | $69.7M | 2.71% | +838,198+18,333.3% | Added |
| Cercano Management LLC | 846,325 | $70.5M | 2.86% | +846,325 | New |
| Agf Management Ltd | 850,711 | $70.8M | 0.51% | +850,711 | New |
| GFI Investment Counsel Ltd. | 850,998 | $70.9M | 11.94% | −14,530−1.7% | Reduced |
| Brandywine Global Investment Management, LLC | 851,475 | $70.9M | 0.55% | +82,319+10.7% | Added |
| State of New Jersey Common Pension Fund D | 859,482 | $71.6M | 0.27% | +1,835+0.2% | Added |
| TD Asset Management Inc | 862,102 | $71.8M | 0.09% | +3,886+0.5% | Added |
| Canada Pension Plan Investment Board | 875,433 | $72.9M | 0.13% | −297,128−25.3% | Reduced |
| Ariel Investments, LLC | 884,406 | $73.6M | 0.75% | −226,576−20.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 893,902 | $74.4M | 0.32% | −55,151−5.8% | Reduced |
| Bowen Hanes & Co Inc | 913,074 | $76.0M | 2.70% | +1,464+0.2% | Added |
| Tocqueville Asset Management L.P. | 970,979 | $80.8M | 1.54% | −36,885−3.7% | Reduced |
| Westpac Banking Corp | 976,857 | $81.3M | 1.20% | −229,882−19.0% | Reduced |
| London Co of Virginia | 994,137 | $82.8M | 0.49% | −32,643−3.2% | Reduced |
| Cerity Partners LLC | 951,803 | $83.2M | 0.54% | +599,878+170.5% | Added |
| BNP Paribas Arbitrage, SA | 1,006,579 | $83.8M | 0.21% | −19,681−1.9% | Reduced |
| KBC Group NV | 1,015,116 | $84.5M | 0.41% | −17,070−1.7% | Reduced |
| Equity Investment Corp | 1,023,432 | $85.2M | 2.87% | +7,011+0.7% | Added |
| AustralianSuper Pty Ltd | 1,041,337 | $85.3M | 0.62% | −169,727−14.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,059,997 | $86.9M | 0.24% | +121,742+13.0% | Added |
| Caisse de Depot Et Placement du Quebec | 1,054,446 | $87.8M | 0.27% | −337,100−24.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,069,511 | $89.0M | 0.61% | +87,122+8.9% | Added |
| Balyasny Asset Management LLC | 1,077,096 | $89.7M | 0.32% | +584,281+118.6% | Added |
| STRS Ohio | 1,080,580 | $90.0M | 0.41% | +404,551+59.8% | Added |
| Great West Life Assurance Co | 1,077,606 | $90.1M | 0.24% | +42,401+4.1% | Added |
| Coronation Fund Managers Ltd. | 1,091,679 | $90.9M | 2.53% | +417,749+62.0% | Added |
| Zurich Insurance Group Ltd | 1,125,387 | $93.7M | 1.34% | +139,560+14.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,135,300 | $94.5M | 1.27% | +19,000+1.7% | Added |
| Clark Capital Management Group, Inc. | 1,158,794 | $96.5M | 0.89% | +46,055+4.1% | Added |
| Par Capital Management Inc | 1,159,500 | $96.5M | 3.47% | +5,000+0.4% | Added |
| Lazard Asset Management LLC | 1,170,677 | $97.5M | 0.13% | +88,102+8.1% | Added |