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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 2,435,296 | $127.4M | 0.16% | +38,693+1.6% | Added |
| Barclays PLC | 2,447,774 | $128.2M | 0.13% | −691,771−22.0% | Reduced |
| US Bancorp | 2,452,589 | $128.5M | 0.22% | +30,879+1.3% | Added |
| California State Teachers Retirement System | 2,485,322 | $130.2M | 0.19% | −27,503−1.1% | Reduced |
| Jane Street Group, LLC | 2,837,535 | $148.6M | 0.26% | +2,666,206+1,556.2% | Added |
| Ameriprise Financial Inc | 2,855,529 | $148.8M | 0.05% | +836,969+41.5% | Added |
| Credit Suisse AG | 2,986,753 | $156.4M | 0.16% | +506,216+20.4% | Added |
| Two Sigma Investments, LP | 3,008,815 | $157.6M | 0.47% | +2,871,784+2,095.7% | Added |
| CIBC Private Wealth Group, LLC | 2,863,664 | $158.8M | 0.46% | −5,573,406−66.1% | Reduced |
| Rhumbline Advisers | 3,080,772 | $161.4M | 0.20% | +101,930+3.4% | Added |
| Susquehanna International Group, LLP | 3,143,415 | $164.7M | 0.26% | +2,574,016+452.1% | Added |
| Bank of Montreal | 3,256,258 | $170.6M | 0.11% | +1,322,833+68.4% | Added |
| London Co of Virginia | 3,444,712 | $180.4M | 1.04% | +2,450,575+246.5% | Added |
| New York State Common Retirement Fund | 3,567,329 | $186.9M | 0.25% | −915,530−20.4% | Reduced |
| Theleme Partners LLP | 3,635,000 | $190.4M | 8.19% | +795,000+28.0% | Added |
| First Eagle Investment Management, LLC | 3,641,341 | $190.7M | 0.51% | −462,265−11.3% | Reduced |
| Route One Investment Company, L.P. | 3,657,143 | $191.6M | 7.58% | +817,000+28.8% | Added |
| Dimensional Fund Advisors LP | 3,668,682 | $192.2M | 0.06% | +173,156+5.0% | Added |
| Wells Fargo & Company | 3,736,124 | $195.7M | 0.06% | +365,959+10.9% | Added |
| California Public Employees Retirement System | 3,818,432 | $200.0M | 0.18% | +425,200+12.5% | Added |
| RPTC Inc. | 3,822,501 | $200.2M | 52.62% | 00.0% | Unchanged |
| American Century Companies Inc | 3,835,336 | $200.9M | 0.16% | +1,246,652+48.2% | Added |
| Artisan Partners Limited Partnership | 3,907,855 | $204.7M | 0.34% | −3,592,762−47.9% | Reduced |
| UBS Group AG | 4,172,384 | $218.5M | 0.10% | +2,971,526+247.5% | Added |
| Standard Life Aberdeen plc | 4,262,966 | $223.3M | 0.56% | −12,599−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,477,047 | $234.5M | 0.17% | +31,989+0.7% | Added |
| Brown Advisory Inc | 4,623,683 | $242.2M | 0.41% | +84,316+1.9% | Added |
| Millennium Management LLC | 4,662,030 | $244.2M | 0.28% | +2,873,969+160.7% | Added |
| Fiduciary Management Inc | 5,506,935 | $288.5M | 2.92% | +866,276+18.7% | Added |
| Baird Financial Group, Inc. | 5,606,273 | $293.7M | 0.72% | +249,994+4.7% | Added |
| Schroder Investment Management Group | 5,691,346 | $298.1M | 0.44% | +1,205,131+26.9% | Added |
| Two Sigma Advisers, LP | 5,751,695 | $301.3M | 0.78% | +4,508,800+362.8% | Added |
| Ninety One UK Ltd | 5,803,661 | $304.0M | 0.95% | −1,166,539−16.7% | Reduced |
| Provident Trust Co | 5,806,502 | $304.1M | 7.85% | +246,503+4.4% | Added |
| Principal Financial Group Inc | 6,082,111 | $318.6M | 0.23% | +399,430+7.0% | Added |
| Citigroup Inc | 6,249,681 | $327.4M | 0.44% | +161,294+2.6% | Added |
| Yacktman Asset Management LP | 6,297,169 | $329.8M | 3.26% | +2,014,221+47.0% | Added |
| Allen Investment Management LLC | 6,466,671 | $338.7M | 5.68% | +916,387+16.5% | Added |
| UBS Asset Management Americas Inc | 6,482,381 | $339.5M | 0.16% | −1,654,893−20.3% | Reduced |
| Franklin Resources Inc | 6,932,571 | $363.1M | 0.18% | +1,922,474+38.4% | Added |
| Goldman Sachs Group Inc | 7,365,041 | $385.8M | 0.10% | −526,928−6.7% | Reduced |
| Charles Schwab Investment Management Inc | 7,403,304 | $387.8M | 0.12% | +41,891+0.6% | Added |
| Baillie Gifford & Co | 7,602,843 | $398.2M | 0.36% | −561,379−6.9% | Reduced |
| Bamco Inc | 7,630,034 | $399.7M | 1.20% | +915,388+13.6% | Added |
| Deutsche Bank AG | 8,159,696 | $427.4M | 0.24% | +1,804,315+28.4% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 8,239,678 | $431.6M | 7.05% | −199,886−2.4% | Reduced |
| Putnam Investments LLC | 8,702,421 | $455.8M | 0.73% | −1,685,511−16.2% | Reduced |
| Amundi | 9,502,865 | $467.2M | 0.25% | −801,969−7.8% | Reduced |
| Legal & General Group Plc | 8,966,251 | $469.7M | 0.17% | +98,255+1.1% | Added |
| FMR LLC | 8,981,251 | $470.4M | 0.04% | −4,596,223−33.9% | Reduced |
| Parnassus Investments | 9,836,215 | $515.2M | 1.28% | −2,810,851−22.2% | Reduced |
| Invesco Ltd. | 11,195,490 | $586.4M | 0.16% | −976,453−8.0% | Reduced |
| Janus Henderson Group PLC | 11,381,576 | $596.2M | 0.39% | −1,647,477−12.6% | Reduced |
| Generation Investment Management LLP | 11,650,733 | $610.3M | 3.25% | −2,981,508−20.4% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 12,266,936 | $642.5M | 1.25% | +3,634,539+42.1% | Added |
| D. E. Shaw & Co., Inc. | 12,270,903 | $642.7M | 1.04% | +8,219,752+202.9% | Added |
| Bank of New York Mellon Corp | 13,017,216 | $681.8M | 0.15% | −530,708−3.9% | Reduced |
| Bank of America Corp | 14,990,229 | $785.2M | 0.09% | −5,382,332−26.4% | Reduced |
| Nuveen Asset Management, LLC | 15,051,055 | $788.4M | 0.29% | −2,423,351−13.9% | Reduced |
| Royal Bank of Canada | 15,205,681 | $796.5M | 0.24% | −3,330,040−18.0% | Reduced |
| Northern Trust Corp | 16,114,659 | $844.1M | 0.17% | +338,453+2.1% | Added |
| Norges Bank | 16,502,307 | $864.4M | 0.19% | +581,642+3.7% | Added |
| Flossbach Von Storch AG | 16,619,849 | $870.5M | 3.66% | +5,445,011+48.7% | Added |
| Fisher Asset Management, LLC | 16,700,791 | $874.8M | 0.53% | +541,755+3.4% | Added |
| Alliancebernstein L.P. | 18,151,760 | $950.8M | 0.41% | −1,130,075−5.9% | Reduced |
| Massachusetts Financial Services Co | 21,543,142 | $1.13B | 0.39% | −6,623,006−23.5% | Reduced |
| Morgan Stanley | 22,412,585 | $1.17B | 0.13% | +156,936+0.7% | Added |
| Geode Capital Management, LLC | 27,050,168 | $1.41B | 0.18% | +391,238+1.5% | Added |
| JPMorgan Chase & Co | 29,941,276 | $1.57B | 0.20% | −3,788,487−11.2% | Reduced |
| Wellington Management Group LLP | 30,651,179 | $1.61B | 0.32% | −49,196,101−61.6% | Reduced |
| Price T Rowe Associates Inc | 41,880,424 | $2.19B | 0.33% | +2,000,383+5.0% | Added |
| State Street Corp | 59,992,649 | $3.14B | 0.18% | −5,302,420−8.1% | Reduced |
| Dodge & Cox | 78,462,490 | $4.11B | 2.80% | +1,033,760+1.3% | Added |
| BlackRock Inc. | 105,319,379 | $5.52B | 0.16% | −1,520,721−1.4% | Reduced |
| Vanguard Group Inc | 127,380,372 | $6.67B | 0.17% | +1,492,102+1.2% | Added |
| Toronto Dominion Bank | 225,934,170 | $11.8B | 19.30% | −60,6560.0% | Reduced |
| GQG Partners LLC | 0 | $0 | 0.00% | −17,377,879−100.0% | Sold out |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −9,498,276−100.0% | Sold out |
| Mar Vista Investment Partners LLC | 0 | $0 | 0.00% | −1,257,004−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,158,794−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −1,125,387−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −1,041,337−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −850,711−100.0% | Sold out |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 0 | $0 | 0.00% | −726,426−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −610,615−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −604,204−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −480,866−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −444,570−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −441,464−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −419,414−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −398,126−100.0% | Sold out |
| Ensemble Capital Management, LLC | 0 | $0 | 0.00% | −366,459−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −356,462−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −274,315−100.0% | Sold out |
| Hudson Way Capital Management LLC | 0 | $0 | 0.00% | −256,306−100.0% | Sold out |
| Ivy Lane Capital Management, LLC | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −224,247−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −184,698−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −163,102−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −120,122−100.0% | Sold out |