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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 1,732,454 | $144.2M | 0.38% | −7,686−0.4% | Reduced |
| Timucuan Asset Management Inc | 1,730,554 | $144.1M | 6.25% | −12,008−0.7% | Reduced |
| Macquarie Group Ltd | 1,703,999 | $141.9M | 0.17% | −382,728−18.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,661,964 | $138.4M | 0.34% | −28,740−1.7% | Reduced |
| Findlay Park Partners LLP | 1,621,114 | $135.0M | 1.47% | +1,621,114 | New |
| Adage Capital Partners GP, L.L.C. | 1,551,439 | $129.2M | 0.31% | −4,300−0.3% | Reduced |
| Truist Financial Corp | 1,530,649 | $127.4M | 0.22% | −47,952−3.0% | Reduced |
| Rathbone Brothers plc | 1,524,719 | $126.9M | 1.43% | +7,830+0.5% | Added |
| Beck Mack & Oliver LLC | 1,521,561 | $126.7M | 3.73% | −2,265−0.1% | Reduced |
| Mairs & Power Inc | 1,517,790 | $126.4M | 1.52% | −176,997−10.4% | Reduced |
| RWC Asset Management LLP | 1,507,702 | $125.5M | 3.94% | −9,658−0.6% | Reduced |
| TCW Group Inc | 1,502,542 | $125.1M | 1.79% | −59,006−3.8% | Reduced |
| State of Wisconsin Investment Board | 1,428,110 | $118.9M | 0.38% | +132,793+10.3% | Added |
| Retirement Systems of Alabama | 1,399,451 | $116.5M | 0.51% | −18,524−1.3% | Reduced |
| Rothschild & Co Asset Management US Inc. | 1,390,283 | $115.8M | 1.76% | −118,331−7.8% | Reduced |
| Korea Investment CORP | 1,353,032 | $112.7M | 0.35% | −335,570−19.9% | Reduced |
| Mar Vista Investment Partners LLC | 1,257,004 | $104.7M | 4.69% | −85,188−6.3% | Reduced |
| Stifel Financial Corp | 1,244,107 | $103.6M | 0.16% | −47,094−3.6% | Reduced |
| Two Sigma Advisers, LP | 1,242,895 | $103.5M | 0.29% | −184,600−12.9% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,242,854 | $103.5M | 6.40% | +14,303+1.2% | Added |
| FIL Ltd | 1,238,192 | $103.1M | 0.12% | −453,541−26.8% | Reduced |
| Cooke & Bieler LP | 1,237,782 | $103.1M | 1.01% | −33,847−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,227,088 | $102.2M | 0.44% | +5,312+0.4% | Added |
| UBS Group AG | 1,200,858 | $100.0M | 0.05% | −221,863−15.6% | Reduced |
| Morningstar Investment Services LLC | 1,183,324 | $98.3M | 1.34% | −14,742−1.2% | Reduced |
| Lazard Asset Management LLC | 1,170,677 | $97.5M | 0.13% | +88,102+8.1% | Added |
| Par Capital Management Inc | 1,159,500 | $96.5M | 3.47% | +5,000+0.4% | Added |
| Clark Capital Management Group, Inc. | 1,158,794 | $96.5M | 0.89% | +46,055+4.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,135,300 | $94.5M | 1.27% | +19,000+1.7% | Added |
| Zurich Insurance Group Ltd | 1,125,387 | $93.7M | 1.34% | +139,560+14.2% | Added |
| Coronation Fund Managers Ltd. | 1,091,679 | $90.9M | 2.53% | +417,749+62.0% | Added |
| Great West Life Assurance Co | 1,077,606 | $90.1M | 0.24% | +42,401+4.1% | Added |
| STRS Ohio | 1,080,580 | $90.0M | 0.41% | +404,551+59.8% | Added |
| Balyasny Asset Management LLC | 1,077,096 | $89.7M | 0.32% | +584,281+118.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,069,511 | $89.0M | 0.61% | +87,122+8.9% | Added |
| Caisse de Depot Et Placement du Quebec | 1,054,446 | $87.8M | 0.27% | −337,100−24.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,059,997 | $86.9M | 0.24% | +121,742+13.0% | Added |
| AustralianSuper Pty Ltd | 1,041,337 | $85.3M | 0.62% | −169,727−14.0% | Reduced |
| Equity Investment Corp | 1,023,432 | $85.2M | 2.87% | +7,011+0.7% | Added |
| KBC Group NV | 1,015,116 | $84.5M | 0.41% | −17,070−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,006,579 | $83.8M | 0.21% | −19,681−1.9% | Reduced |
| Cerity Partners LLC | 951,803 | $83.2M | 0.54% | +599,878+170.5% | Added |
| London Co of Virginia | 994,137 | $82.8M | 0.49% | −32,643−3.2% | Reduced |
| Westpac Banking Corp | 976,857 | $81.3M | 1.20% | −229,882−19.0% | Reduced |
| Tocqueville Asset Management L.P. | 970,979 | $80.8M | 1.54% | −36,885−3.7% | Reduced |
| Bowen Hanes & Co Inc | 913,074 | $76.0M | 2.70% | +1,464+0.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 893,902 | $74.4M | 0.32% | −55,151−5.8% | Reduced |
| Ariel Investments, LLC | 884,406 | $73.6M | 0.75% | −226,576−20.4% | Reduced |
| Canada Pension Plan Investment Board | 875,433 | $72.9M | 0.13% | −297,128−25.3% | Reduced |
| TD Asset Management Inc | 862,102 | $71.8M | 0.09% | +3,886+0.5% | Added |
| State of New Jersey Common Pension Fund D | 859,482 | $71.6M | 0.27% | +1,835+0.2% | Added |
| Brandywine Global Investment Management, LLC | 851,475 | $70.9M | 0.55% | +82,319+10.7% | Added |
| GFI Investment Counsel Ltd. | 850,998 | $70.9M | 11.94% | −14,530−1.7% | Reduced |
| Agf Management Ltd | 850,711 | $70.8M | 0.51% | +850,711 | New |
| Cercano Management LLC | 846,325 | $70.5M | 2.86% | +846,325 | New |
| Premier Fund Managers Ltd | 842,770 | $69.7M | 2.71% | +838,198+18,333.3% | Added |
| Blue Whale Capital LLP | 827,000 | $68.9M | 11.74% | −165,500−16.7% | Reduced |
| Royal London Asset Management Ltd | 820,198 | $68.3M | 0.31% | +556+0.1% | Added |
| AMF Pensionsforsakring AB | 779,765 | $64.9M | 0.74% | +280,446+56.2% | Added |
| Clarkston Capital Partners, LLC | 778,047 | $64.8M | 1.22% | +945+0.1% | Added |
| Victory Capital Management Inc | 753,906 | $62.8M | 0.07% | −1,127,436−59.9% | Reduced |
| Ami Asset Management Corp | 738,898 | $61.5M | 4.31% | −2,391−0.3% | Reduced |
| Becker Capital Management Inc | 736,159 | $61.3M | 2.86% | +7,850+1.1% | Added |
| Fort Pitt Capital Group, LLC | 733,391 | $61.1M | 2.49% | −45,216−5.8% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 726,426 | $60.5M | 3.43% | −45,224−5.9% | Reduced |
| James Hambro & Partners | 719,526 | $59.9M | 4.58% | +438,128+155.7% | Added |
| Mn Services Vermogensbeheer B.V. | 699,900 | $58.3M | 0.65% | −103,900−12.9% | Reduced |
| Pictet Asset Management SA | 698,837 | $58.2M | 0.08% | +11,047+1.6% | Added |
| Jacobs Levy Equity Management, Inc | 694,162 | $57.8M | 0.39% | +694,162 | New |
| Mariner, LLC | 677,462 | $56.4M | 0.18% | +3,624+0.5% | Added |
| Ninety One North America, Inc. | 677,392 | $56.4M | 2.76% | −86,909−11.4% | Reduced |
| Treasurer of the State of North Carolina | 676,222 | $56.3M | 0.34% | +14,020+2.1% | Added |
| State of Tennessee, Treasury Department | 673,803 | $56.1M | 0.26% | −7,568−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 677,234 | $55.7M | 0.15% | +31,906+4.9% | Added |
| Neuberger Berman Group LLC | 666,336 | $55.5M | 0.05% | −150,069−18.4% | Reduced |
| Capital World Investors | 650,894 | $54.2M | 0.01% | 00.0% | Unchanged |
| Barr E S & Co | 649,742 | $54.1M | 4.49% | +135,437+26.3% | Added |
| Robeco Institutional Asset Management B.V. | 640,586 | $53.3M | 0.15% | −207,395−24.5% | Reduced |
| HughesLittle Investment Management Ltd. | 639,890 | $53.3M | 15.73% | −17,820−2.7% | Reduced |
| Natixis Advisors, L.P. | 627,466 | $52.2M | 0.20% | −3,219−0.5% | Reduced |
| Glenmede Trust Co NA | 627,451 | $52.2M | 0.31% | −241,041−27.8% | Reduced |
| Rockefeller Capital Management L.P. | 626,076 | $52.1M | 0.26% | +472,150+306.7% | Added |
| First Manhattan Co | 621,435 | $51.7M | 0.19% | +177,118+39.9% | Added |
| Thornburg Investment Management Inc | 621,115 | $51.7M | 0.87% | −943−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 621,036 | $51.7M | 0.88% | +21,573+3.6% | Added |
| Pinebridge Investments, L.P. | 612,525 | $51.0M | 0.62% | +61,772+11.2% | Added |
| Bridgewater Associates, LP | 610,615 | $50.8M | 0.28% | +365,874+149.5% | Added |
| Nicholas Company, Inc. | 606,230 | $50.5M | 1.08% | −1550.0% | Reduced |
| Suvretta Capital Management, LLC | 604,204 | $50.3M | 2.11% | +604,204 | New |
| Central Securities Corp | 600,000 | $50.0M | 6.46% | 00.0% | Unchanged |
| M&T Bank Corp | 599,863 | $49.9M | 0.20% | +31,694+5.6% | Added |
| Bristol John W & Co Inc | 598,115 | $49.8M | 1.18% | +2,105+0.4% | Added |
| Oak Associates, Ltd | 597,228 | $49.7M | 4.17% | −79,536−11.8% | Reduced |
| Aureus Asset Management, LLC | 593,121 | $49.4M | 4.26% | +21,073+3.7% | Added |
| Calamos Advisors LLC | 591,632 | $49.3M | 0.24% | +1,665+0.3% | Added |
| Swedbank AB | 588,184 | $49.0M | 0.11% | +12,098+2.1% | Added |
| Rafferty Asset Management, LLC | 587,411 | $48.9M | 0.41% | +62,966+12.0% | Added |
| Asset Management One Co.,Ltd. | 578,925 | $47.9M | 0.23% | −26,533−4.4% | Reduced |
| Hosking Partners LLP | 574,025 | $47.8M | 1.93% | −135,965−19.2% | Reduced |
| Federated Hermes, Inc. | 569,977 | $47.5M | 0.13% | +1,420+0.2% | Added |