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, 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 |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 1,183,324 | $98.3M | 1.34% | −14,742−1.2% | Reduced |
| UBS Group AG | 1,200,858 | $100.0M | 0.05% | −221,863−15.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,227,088 | $102.2M | 0.44% | +5,312+0.4% | Added |
| Cooke & Bieler LP | 1,237,782 | $103.1M | 1.01% | −33,847−2.7% | Reduced |
| FIL Ltd | 1,238,192 | $103.1M | 0.12% | −453,541−26.8% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,242,854 | $103.5M | 6.40% | +14,303+1.2% | Added |
| Two Sigma Advisers, LP | 1,242,895 | $103.5M | 0.29% | −184,600−12.9% | Reduced |
| Stifel Financial Corp | 1,244,107 | $103.6M | 0.16% | −47,094−3.6% | Reduced |
| Mar Vista Investment Partners LLC | 1,257,004 | $104.7M | 4.69% | −85,188−6.3% | Reduced |
| Korea Investment CORP | 1,353,032 | $112.7M | 0.35% | −335,570−19.9% | Reduced |
| Rothschild & Co Asset Management US Inc. | 1,390,283 | $115.8M | 1.76% | −118,331−7.8% | Reduced |
| Retirement Systems of Alabama | 1,399,451 | $116.5M | 0.51% | −18,524−1.3% | Reduced |
| State of Wisconsin Investment Board | 1,428,110 | $118.9M | 0.38% | +132,793+10.3% | Added |
| TCW Group Inc | 1,502,542 | $125.1M | 1.79% | −59,006−3.8% | Reduced |
| RWC Asset Management LLP | 1,507,702 | $125.5M | 3.94% | −9,658−0.6% | Reduced |
| Mairs & Power Inc | 1,517,790 | $126.4M | 1.52% | −176,997−10.4% | Reduced |
| Beck Mack & Oliver LLC | 1,521,561 | $126.7M | 3.73% | −2,265−0.1% | Reduced |
| Rathbone Brothers plc | 1,524,719 | $126.9M | 1.43% | +7,830+0.5% | Added |
| Truist Financial Corp | 1,530,649 | $127.4M | 0.22% | −47,952−3.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,551,439 | $129.2M | 0.31% | −4,300−0.3% | Reduced |
| Findlay Park Partners LLP | 1,621,114 | $135.0M | 1.47% | +1,621,114 | New |
| State Board of Administration of Florida Retirement System | 1,661,964 | $138.4M | 0.34% | −28,740−1.7% | Reduced |
| Macquarie Group Ltd | 1,703,999 | $141.9M | 0.17% | −382,728−18.3% | Reduced |
| Timucuan Asset Management Inc | 1,730,554 | $144.1M | 6.25% | −12,008−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,732,454 | $144.2M | 0.38% | −7,686−0.4% | Reduced |
| New York State Teachers Retirement System | 1,765,957 | $147.0M | 0.36% | +887+0.1% | Added |
| Millennium Management LLC | 1,788,061 | $148.9M | 0.17% | −1,618,293−47.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,825,663 | $152.0M | 0.54% | +605,732+49.7% | Added |
| Kovitz Investment Group Partners, LLC | 1,830,587 | $152.4M | 3.03% | −51,593−2.7% | Reduced |
| Raymond James & Associates | 1,833,137 | $152.6M | 0.14% | +140,504+8.3% | Added |
| Mackenzie Financial Corp | 1,845,377 | $153.6M | 0.26% | +26,149+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,897,274 | $158.0M | 0.27% | −110,275−5.5% | Reduced |
| Southpoint Capital Advisors LP | 1,900,000 | $158.2M | 4.08% | −750,000−28.3% | Reduced |
| Envestnet Asset Management Inc | 1,913,316 | $159.3M | 0.08% | +136,177+7.7% | Added |
| Bank of Montreal | 1,933,425 | $161.0M | 0.13% | +359,030+22.8% | Added |
| Ameriprise Financial Inc | 2,018,560 | $168.1M | 0.06% | +328,636+19.4% | Added |
| National Pension Service | 2,040,839 | $169.9M | 0.33% | +7,958+0.4% | Added |
| Echo Street Capital Management LLC | 2,226,556 | $185.4M | 1.80% | −120,319−5.1% | Reduced |
| Liontrust Investment Partners LLP | 2,280,442 | $189.9M | 3.40% | −248,700−9.8% | Reduced |
| SEI Investments Co | 2,298,864 | $191.4M | 0.43% | +56,222+2.5% | Added |
| HSBC Holdings PLC | 2,396,603 | $199.2M | 0.25% | +807,467+50.8% | Added |
| Capital Research Global Investors | 2,401,294 | $199.9M | 0.06% | −2,134,014−47.1% | Reduced |
| US Bancorp | 2,421,710 | $201.6M | 0.36% | +178,011+7.9% | Added |
| Thrivent Financial for Lutherans | 2,449,500 | $203.9M | 0.53% | −427,392−14.9% | Reduced |
| Credit Suisse AG | 2,480,537 | $206.5M | 0.22% | +202,862+8.9% | Added |
| Capital International Investors | 2,488,450 | $207.2M | 0.06% | +1,184,186+90.8% | Added |
| California State Teachers Retirement System | 2,512,825 | $209.2M | 0.33% | +38,274+1.5% | Added |
| American Century Companies Inc | 2,588,684 | $215.5M | 0.18% | −1,231,223−32.2% | Reduced |
| Intermede Investment Partners Ltd | 2,667,629 | $222.1M | 6.20% | −641,206−19.4% | Reduced |
| Clearbridge Investments, LLC | 2,682,711 | $223.4M | 0.22% | −256,382−8.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,708,919 | $225.4M | 0.14% | +238,822+9.7% | Added |
| Primecap Management Co | 2,708,942 | $225.5M | 0.21% | −2,544,294−48.4% | Reduced |
| Theleme Partners LLP | 2,840,000 | $236.5M | 9.09% | +615,000+27.6% | Added |
| Route One Investment Company, L.P. | 2,840,143 | $236.5M | 10.70% | −993,250−25.9% | Reduced |
| Prudential Financial Inc | 2,871,222 | $239.1M | 0.40% | +290,782+11.3% | Added |
| Rhumbline Advisers | 2,978,842 | $248.0M | 0.33% | +108,948+3.8% | Added |
| Russell Investments Group, Ltd. | 3,002,163 | $249.8M | 0.51% | −10,024−0.3% | Reduced |
| DSM Capital Partners LLC | 3,116,770 | $259.5M | 4.32% | −4,399,733−58.5% | Reduced |
| Barclays PLC | 3,139,545 | $261.4M | 0.23% | +74,583+2.4% | Added |
| APG Asset Management N.V. | 3,282,029 | $273.3M | 0.52% | +461,720+16.4% | Added |
| Wells Fargo & Company | 3,370,165 | $280.6M | 0.09% | −10,469−0.3% | Reduced |
| California Public Employees Retirement System | 3,393,232 | $282.5M | 0.24% | −54,817−1.6% | Reduced |
| Dimensional Fund Advisors LP | 3,495,526 | $291.0M | 0.10% | +96,241+2.8% | Added |
| Voya Investment Management LLC | 3,706,001 | $308.6M | 0.36% | +229,696+6.6% | Added |
| Bessemer Group Inc | 3,716,773 | $309.5M | 0.75% | −1,052,898−22.1% | Reduced |
| RPTC Inc. | 3,822,501 | $318.3M | 65.42% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,051,151 | $337.3M | 0.57% | −1,013,968−20.0% | Reduced |
| First Eagle Investment Management, LLC | 4,103,606 | $341.7M | 0.94% | +108,375+2.7% | Added |
| Standard Life Aberdeen plc | 4,275,565 | $356.0M | 0.97% | +356,407+9.1% | Added |
| Yacktman Asset Management LP | 4,282,948 | $356.6M | 3.55% | +704,635+19.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,445,058 | $370.1M | 0.29% | −50,411−1.1% | Reduced |
| New York State Common Retirement Fund | 4,482,859 | $373.2M | 0.51% | −668,575−13.0% | Reduced |
| Schroder Investment Management Group | 4,486,215 | $373.5M | 0.59% | +458,162+11.4% | Added |
| Brown Advisory Inc | 4,539,367 | $377.9M | 0.70% | +17,851+0.4% | Added |
| Ensign Peak Advisors, Inc | 4,592,888 | $382.4M | 0.86% | +338,355+8.0% | Added |
| Fiduciary Management Inc | 4,640,659 | $386.4M | 3.91% | −602,227−11.5% | Reduced |
| Franklin Resources Inc | 5,010,097 | $417.1M | 0.22% | −41,938−0.8% | Reduced |
| Baird Financial Group, Inc. | 5,356,279 | $446.0M | 1.17% | +1,480,868+38.2% | Added |
| Allen Investment Management LLC | 5,550,284 | $462.1M | 7.42% | −117,573−2.1% | Reduced |
| Provident Trust Co | 5,559,999 | $462.9M | 12.23% | −434,349−7.2% | Reduced |
| Principal Financial Group Inc | 5,682,681 | $473.1M | 0.36% | +151,011+2.7% | Added |
| CIBC Private Wealth Group, LLC | 8,437,070 | $475.2M | 1.60% | +332,843+4.1% | Added |
| Citigroup Inc | 6,088,387 | $506.9M | 0.71% | −501,078−7.6% | Reduced |
| Deutsche Bank AG | 6,355,381 | $529.1M | 0.30% | +241,801+4.0% | Added |
| Bamco Inc | 6,714,646 | $559.1M | 1.88% | −14,692−0.2% | Reduced |
| Ninety One UK Ltd | 6,970,200 | $580.3M | 1.86% | −413,528−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 7,361,413 | $612.9M | 0.20% | +159,582+2.2% | Added |
| Artisan Partners Limited Partnership | 7,500,617 | $624.5M | 1.11% | −160,979−2.1% | Reduced |
| Goldman Sachs Group Inc | 7,891,969 | $657.1M | 0.19% | −81,959−1.0% | Reduced |
| UBS Asset Management Americas Inc | 8,137,274 | $677.5M | 0.36% | +359,030+4.6% | Added |
| Baillie Gifford & Co | 8,164,222 | $679.8M | 0.71% | −463,069−5.4% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 8,439,564 | $702.7M | 10.98% | −280,526−3.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 8,632,397 | $718.7M | 1.46% | −2,588,868−23.1% | Reduced |
| Legal & General Group Plc | 8,867,996 | $738.3M | 0.28% | −495,484−5.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,111,328 | $758.6M | 1.35% | −2,806,636−23.5% | Reduced |
| Egerton Capital (UK) LLP | 9,498,276 | $790.8M | 6.81% | −2,154,288−18.5% | Reduced |
| Boston Partners | 10,012,972 | $831.3M | 1.12% | −342,714−3.3% | Reduced |
| Amundi | 10,304,834 | $859.5M | 0.47% | +512,157+5.2% | Added |
| Putnam Investments LLC | 10,387,932 | $864.9M | 1.51% | −301,340−2.8% | Reduced |
| Flossbach Von Storch AG | 11,174,838 | $930.4M | 3.55% | +896,226+8.7% | Added |