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, Q1 2023
Institutional positions in Schwab Charles Corp as of Mar 31, 2023. 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
- 1,676
- +80 vs. Q4 2022
- Shares held
- 1.49B
- −74.2M (−4.8%) vs. Q4 2022
- Total value
- $77.1B
- −$52.6B (−40.6%) vs. Q4 2022
- New holders
- 295
- 795 more added
- Sold out
- 215
- 462 more reduced
30 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 225,934,170 | $11.8B | 19.30% | −60,6560.0% | Reduced |
| Vanguard Group Inc | 127,380,372 | $6.67B | 0.17% | +1,492,102+1.2% | Added |
| BlackRock Inc. | 105,319,379 | $5.52B | 0.16% | −1,520,721−1.4% | Reduced |
| Dodge & Cox | 78,462,490 | $4.11B | 2.80% | +1,033,760+1.3% | Added |
| State Street Corp | 59,992,649 | $3.14B | 0.18% | −5,302,420−8.1% | Reduced |
| Price T Rowe Associates Inc | 41,880,424 | $2.19B | 0.33% | +2,000,383+5.0% | Added |
| Wellington Management Group LLP | 30,651,179 | $1.61B | 0.32% | −49,196,101−61.6% | Reduced |
| JPMorgan Chase & Co | 29,941,276 | $1.57B | 0.20% | −3,788,487−11.2% | Reduced |
| Geode Capital Management, LLC | 27,050,168 | $1.41B | 0.18% | +391,238+1.5% | Added |
| Morgan Stanley | 22,412,585 | $1.17B | 0.13% | +156,936+0.7% | Added |
| Massachusetts Financial Services Co | 21,543,142 | $1.13B | 0.39% | −6,623,006−23.5% | Reduced |
| Alliancebernstein L.P. | 18,151,760 | $950.8M | 0.41% | −1,130,075−5.9% | Reduced |
| Fisher Asset Management, LLC | 16,700,791 | $874.8M | 0.53% | +541,755+3.4% | Added |
| Flossbach Von Storch AG | 16,619,849 | $870.5M | 3.66% | +5,445,011+48.7% | Added |
| Norges Bank | 16,502,307 | $864.4M | 0.19% | +581,642+3.7% | Added |
| Northern Trust Corp | 16,114,659 | $844.1M | 0.17% | +338,453+2.1% | Added |
| Royal Bank of Canada | 15,205,681 | $796.5M | 0.24% | −3,330,040−18.0% | Reduced |
| Nuveen Asset Management, LLC | 15,051,055 | $788.4M | 0.29% | −2,423,351−13.9% | Reduced |
| Bank of America Corp | 14,990,229 | $785.2M | 0.09% | −5,382,332−26.4% | Reduced |
| Bank of New York Mellon Corp | 13,017,216 | $681.8M | 0.15% | −530,708−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 12,270,903 | $642.7M | 1.04% | +8,219,752+202.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 12,266,936 | $642.5M | 1.25% | +3,634,539+42.1% | Added |
| Generation Investment Management LLP | 11,650,733 | $610.3M | 3.25% | −2,981,508−20.4% | Reduced |
| Janus Henderson Group PLC | 11,381,576 | $596.2M | 0.39% | −1,647,477−12.6% | Reduced |
| Invesco Ltd. | 11,195,490 | $586.4M | 0.16% | −976,453−8.0% | Reduced |
| Parnassus Investments | 9,836,215 | $515.2M | 1.28% | −2,810,851−22.2% | Reduced |
| FMR LLC | 8,981,251 | $470.4M | 0.04% | −4,596,223−33.9% | Reduced |
| Legal & General Group Plc | 8,966,251 | $469.7M | 0.17% | +98,255+1.1% | Added |
| Amundi | 9,502,865 | $467.2M | 0.25% | −801,969−7.8% | Reduced |
| Putnam Investments LLC | 8,702,421 | $455.8M | 0.73% | −1,685,511−16.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 8,239,678 | $431.6M | 7.05% | −199,886−2.4% | Reduced |
| Deutsche Bank AG | 8,159,696 | $427.4M | 0.24% | +1,804,315+28.4% | Added |
| Bamco Inc | 7,630,034 | $399.7M | 1.20% | +915,388+13.6% | Added |
| Baillie Gifford & Co | 7,602,843 | $398.2M | 0.36% | −561,379−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 7,403,304 | $387.8M | 0.12% | +41,891+0.6% | Added |
| Goldman Sachs Group Inc | 7,365,041 | $385.8M | 0.10% | −526,928−6.7% | Reduced |
| Franklin Resources Inc | 6,932,571 | $363.1M | 0.18% | +1,922,474+38.4% | Added |
| UBS Asset Management Americas Inc | 6,482,381 | $339.5M | 0.16% | −1,654,893−20.3% | Reduced |
| Allen Investment Management LLC | 6,466,671 | $338.7M | 5.68% | +916,387+16.5% | Added |
| Yacktman Asset Management LP | 6,297,169 | $329.8M | 3.26% | +2,014,221+47.0% | Added |
| Citigroup Inc | 6,249,681 | $327.4M | 0.44% | +161,294+2.6% | Added |
| Principal Financial Group Inc | 6,082,111 | $318.6M | 0.23% | +399,430+7.0% | Added |
| Provident Trust Co | 5,806,502 | $304.1M | 7.85% | +246,503+4.4% | Added |
| Ninety One UK Ltd | 5,803,661 | $304.0M | 0.95% | −1,166,539−16.7% | Reduced |
| Two Sigma Advisers, LP | 5,751,695 | $301.3M | 0.78% | +4,508,800+362.8% | Added |
| Schroder Investment Management Group | 5,691,346 | $298.1M | 0.44% | +1,205,131+26.9% | Added |
| Baird Financial Group, Inc. | 5,606,273 | $293.7M | 0.72% | +249,994+4.7% | Added |
| Fiduciary Management Inc | 5,506,935 | $288.5M | 2.92% | +866,276+18.7% | Added |
| Millennium Management LLC | 4,662,030 | $244.2M | 0.28% | +2,873,969+160.7% | Added |
| Brown Advisory Inc | 4,623,683 | $242.2M | 0.41% | +84,316+1.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,477,047 | $234.5M | 0.17% | +31,989+0.7% | Added |
| Standard Life Aberdeen plc | 4,262,966 | $223.3M | 0.56% | −12,599−0.3% | Reduced |
| UBS Group AG | 4,172,384 | $218.5M | 0.10% | +2,971,526+247.5% | Added |
| Artisan Partners Limited Partnership | 3,907,855 | $204.7M | 0.34% | −3,592,762−47.9% | Reduced |
| American Century Companies Inc | 3,835,336 | $200.9M | 0.16% | +1,246,652+48.2% | Added |
| RPTC Inc. | 3,822,501 | $200.2M | 52.62% | 00.0% | Unchanged |
| California Public Employees Retirement System | 3,818,432 | $200.0M | 0.18% | +425,200+12.5% | Added |
| Wells Fargo & Company | 3,736,124 | $195.7M | 0.06% | +365,959+10.9% | Added |
| Dimensional Fund Advisors LP | 3,668,682 | $192.2M | 0.06% | +173,156+5.0% | Added |
| Route One Investment Company, L.P. | 3,657,143 | $191.6M | 7.58% | +817,000+28.8% | Added |
| First Eagle Investment Management, LLC | 3,641,341 | $190.7M | 0.51% | −462,265−11.3% | Reduced |
| Theleme Partners LLP | 3,635,000 | $190.4M | 8.19% | +795,000+28.0% | Added |
| New York State Common Retirement Fund | 3,567,329 | $186.9M | 0.25% | −915,530−20.4% | Reduced |
| London Co of Virginia | 3,444,712 | $180.4M | 1.04% | +2,450,575+246.5% | Added |
| Bank of Montreal | 3,256,258 | $170.6M | 0.11% | +1,322,833+68.4% | Added |
| Susquehanna International Group, LLP | 3,143,415 | $164.7M | 0.26% | +2,574,016+452.1% | Added |
| Rhumbline Advisers | 3,080,772 | $161.4M | 0.20% | +101,930+3.4% | Added |
| CIBC Private Wealth Group, LLC | 2,863,664 | $158.8M | 0.46% | −5,573,406−66.1% | Reduced |
| Two Sigma Investments, LP | 3,008,815 | $157.6M | 0.47% | +2,871,784+2,095.7% | Added |
| Credit Suisse AG | 2,986,753 | $156.4M | 0.16% | +506,216+20.4% | Added |
| Ameriprise Financial Inc | 2,855,529 | $148.8M | 0.05% | +836,969+41.5% | Added |
| Jane Street Group, LLC | 2,837,535 | $148.6M | 0.26% | +2,666,206+1,556.2% | Added |
| California State Teachers Retirement System | 2,485,322 | $130.2M | 0.19% | −27,503−1.1% | Reduced |
| US Bancorp | 2,452,589 | $128.5M | 0.22% | +30,879+1.3% | Added |
| Barclays PLC | 2,447,774 | $128.2M | 0.13% | −691,771−22.0% | Reduced |
| HSBC Holdings PLC | 2,435,296 | $127.4M | 0.16% | +38,693+1.6% | Added |
| HS Management Partners, LLC | 2,424,400 | $127.0M | 5.47% | +2,424,400 | New |
| Ensign Peak Advisors, Inc | 2,377,160 | $124.5M | 0.27% | −2,215,728−48.2% | Reduced |
| Manufacturers Life Insurance Company, The | 2,370,062 | $124.1M | 0.07% | −338,857−12.5% | Reduced |
| Liontrust Investment Partners LLP | 2,365,142 | $123.9M | 1.86% | +84,700+3.7% | Added |
| Lord, Abbett & Co. LLC | 2,338,733 | $122.5M | 0.44% | +513,070+28.1% | Added |
| Intermede Investment Partners Ltd | 2,288,510 | $119.9M | 2.94% | −379,119−14.2% | Reduced |
| Russell Investments Group, Ltd. | 2,207,487 | $115.6M | 0.23% | −794,676−26.5% | Reduced |
| Timucuan Asset Management Inc | 2,152,866 | $112.8M | 4.72% | +422,312+24.4% | Added |
| Arrowstreet Capital, Limited Partnership | 2,114,510 | $110.8M | 0.14% | +2,114,510 | New |
| National Pension Service | 2,104,415 | $110.4M | 0.20% | +63,576+3.1% | Added |
| Citadel Advisors LLC | 2,103,407 | $110.2M | 0.12% | +1,570,760+294.9% | Added |
| Findlay Park Partners LLP | 2,088,022 | $109.4M | 1.15% | +466,908+28.8% | Added |
| Envestnet Asset Management Inc | 2,070,652 | $108.5M | 0.05% | +157,336+8.2% | Added |
| Holocene Advisors, LP | 2,069,086 | $108.4M | 0.54% | +2,069,086 | New |
| Morningstar Investment Services LLC | 2,032,610 | $108.0M | 1.45% | +849,286+71.8% | Added |
| Kovitz Investment Group Partners, LLC | 2,057,920 | $107.8M | 1.87% | +227,333+12.4% | Added |
| Thrivent Financial for Lutherans | 2,029,258 | $106.3M | 0.26% | −420,242−17.2% | Reduced |
| Eminence Capital, LP | 2,018,449 | $105.7M | 1.78% | +2,018,449 | New |
| APG Asset Management N.V. | 2,102,563 | $101.4M | 0.22% | −1,179,466−35.9% | Reduced |
| Southpoint Capital Advisors LP | 1,900,000 | $99.5M | 2.26% | 00.0% | Unchanged |
| Capital International Investors | 1,874,163 | $98.2M | 0.03% | −614,287−24.7% | Reduced |
| Par Capital Management Inc | 1,860,000 | $97.4M | 3.59% | +700,500+60.4% | Added |
| Assenagon Asset Management S.A. | 1,846,733 | $96.7M | 0.38% | +1,644,115+811.4% | Added |
| Rathbone Brothers plc | 1,827,687 | $95.7M | 0.98% | +302,968+19.9% | Added |