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 2023
Institutional positions in Schwab Charles Corp as of Dec 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
- 1,877
- +165 vs. Q3 2023
- Shares held
- 1.50B
- +33.3M (+2.3%) vs. Q3 2023
- Total value
- $103.0B
- +$22.6B (+28.2%) vs. Q3 2023
- New holders
- 287
- 763 more added
- Sold out
- 122
- 639 more reduced
28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 1,550,306 | $106.7M | 0.08% | +95,886+6.6% | Added |
| BNP Paribas Arbitrage, SA | 1,546,029 | $106.4M | 0.19% | +725,052+88.3% | Added |
| Coronation Fund Managers Ltd. | 1,523,807 | $104.8M | 2.92% | +480,172+46.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,510,512 | $103.9M | 0.24% | −126,720−7.7% | Reduced |
| CapitalatWork S.A. | 1,489,505 | $102.5M | 3.71% | +1,489,505 | New |
| Mairs & Power Inc | 1,469,537 | $101.1M | 1.07% | −8,002−0.5% | Reduced |
| New York State Teachers Retirement System | 1,467,619 | $101.0M | 0.23% | −72,001−4.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,445,639 | $99.5M | 0.21% | −32,800−2.2% | Reduced |
| Equity Investment Corp | 1,442,028 | $99.2M | 2.79% | −4,925−0.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,478,920 | $99.2M | 0.17% | +99,145+7.2% | Added |
| Rathbone Brothers plc | 1,358,379 | $93.5M | 0.60% | +133,779+10.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,334,766 | $91.8M | 1.00% | +58,000+4.5% | Added |
| Retirement Systems of Alabama | 1,329,388 | $91.5M | 0.39% | +152,967+13.0% | Added |
| Los Angeles Capital Management LLC | 1,280,405 | $88.1M | 0.33% | −79,995−5.9% | Reduced |
| Stifel Financial Corp | 1,269,438 | $87.3M | 0.11% | +104,749+9.0% | Added |
| Primecap Management Co | 1,257,908 | $86.5M | 0.07% | −11,500−0.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,253,495 | $86.2M | 0.43% | +183,795+17.2% | Added |
| Fort Washington Investment Advisors Inc | 1,239,761 | $85.3M | 0.59% | +337,633+37.4% | Added |
| Blue Whale Capital LLP | 1,234,000 | $84.9M | 10.89% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,224,589 | $84.3M | 1.53% | +49,728+4.2% | Added |
| Assenagon Asset Management S.A. | 1,203,353 | $82.8M | 0.25% | +88,890+8.0% | Added |
| Par Capital Management Inc | 1,200,000 | $82.6M | 2.71% | +75,000+6.7% | Added |
| Royal London Asset Management Ltd | 1,183,861 | $81.4M | 0.23% | +23,187+2.0% | Added |
| Atalanta Sosnoff Capital, LLC | 1,163,847 | $80.1M | 2.06% | +447,159+62.4% | Added |
| Cercano Management LLC | 1,133,012 | $78.0M | 2.57% | −333,243−22.7% | Reduced |
| TCW Group Inc | 1,113,213 | $76.6M | 0.85% | −117,716−9.6% | Reduced |
| Great West Life Assurance Co | 1,097,055 | $75.2M | 0.17% | +93,611+9.3% | Added |
| Jane Street Group, LLC | 1,065,779 | $73.3M | 0.09% | +670,142+169.4% | Added |
| Prudential Financial Inc | 1,088,909 | $72.9M | 0.11% | −218,122−16.7% | Reduced |
| Clarkston Capital Partners, LLC | 1,047,788 | $72.1M | 1.34% | +1,248+0.1% | Added |
| Korea Investment CORP | 1,043,609 | $71.8M | 0.19% | −45,228−4.2% | Reduced |
| Ami Asset Management Corp | 1,032,746 | $71.1M | 3.88% | −48,098−4.5% | Reduced |
| Bank of Nova Scotia | 1,020,984 | $70.2M | 0.13% | −238,626−18.9% | Reduced |
| Crawford Investment Counsel Inc | 1,020,402 | $70.2M | 1.41% | +775,573+316.8% | Added |
| Cerity Partners LLC | 1,000,017 | $68.8M | 0.23% | +88,982+9.8% | Added |
| Thornburg Investment Management Inc | 998,411 | $68.7M | 0.99% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 995,193 | $68.5M | 0.36% | +233,106+30.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 970,217 | $66.8M | 1.38% | +318,511+48.9% | Added |
| Ariel Investments, LLC | 962,296 | $66.2M | 0.66% | −31,453−3.2% | Reduced |
| SEI Investments Co | 961,792 | $66.2M | 0.11% | +46,093+5.0% | Added |
| Allianz Asset Management GmbH | 956,675 | $65.8M | 0.12% | −111,256−10.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 944,813 | $65.0M | 0.19% | +1,294+0.1% | Added |
| STRS Ohio | 942,438 | $64.8M | 0.27% | +81,542+9.5% | Added |
| Summitry LLC | 935,157 | $64.3M | 3.73% | +9,132+1.0% | Added |
| Bristol John W & Co Inc | 931,182 | $64.1M | 1.18% | −47,160−4.8% | Reduced |
| Bowen Hanes & Co Inc | 928,820 | $63.9M | 1.93% | +21,425+2.4% | Added |
| Natixis Advisors, L.P. | 926,717 | $63.8M | 0.17% | +151,976+19.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 920,998 | $63.4M | 0.28% | −86,863−8.6% | Reduced |
| LPL Financial LLC | 902,318 | $62.1M | 0.04% | +61,509+7.3% | Added |
| Snyder Capital Management L P | 896,134 | $61.7M | 1.39% | +38,438+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 883,379 | $60.8M | 0.10% | +160,719+22.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 874,216 | $60.1M | 0.10% | +79,632+10.0% | Added |
| Alyeska Investment Group, L.P. | 866,274 | $59.6M | 0.40% | −234,188−21.3% | Reduced |
| Fort Pitt Capital Group, LLC | 862,262 | $59.3M | 1.95% | +761+0.1% | Added |
| State of New Jersey Common Pension Fund D | 856,266 | $58.9M | 0.20% | 00.0% | Unchanged |
| Marshall Wace, LLP | 854,346 | $58.8M | 0.11% | +854,346 | New |
| Millennium Management LLC | 849,473 | $58.4M | 0.06% | −4,144,224−83.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 844,696 | $58.1M | 0.21% | −4,448−0.5% | Reduced |
| State of Wisconsin Investment Board | 840,845 | $57.9M | 0.16% | −51,234−5.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 833,904 | $57.4M | 2.70% | +29,343+3.6% | Added |
| Canada Pension Plan Investment Board | 830,358 | $57.1M | 0.07% | −433,204−34.3% | Reduced |
| Westfield Capital Management Co LP | 813,015 | $55.9M | 0.33% | +813,015 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 801,992 | $55.2M | 0.07% | −940,371−54.0% | Reduced |
| Capitolis Liquid Global Markets LLC | 800,000 | $55.0M | 2.26% | +800,000 | New |
| National Bank of Canada | 793,224 | $54.8M | 0.10% | +54,929+7.4% | Added |
| Becker Capital Management Inc | 794,421 | $54.7M | 1.97% | +6,621+0.8% | Added |
| Pictet Asset Management Holding SA | 782,553 | $53.8M | 0.06% | +12,801+1.7% | Added |
| Nomura Asset Management Co Ltd | 771,396 | $53.1M | 0.22% | +128,584+20.0% | Added |
| Premier Fund Managers Ltd | 761,000 | $52.9M | 2.28% | +100,000+15.1% | Added |
| Voya Investment Management LLC | 765,392 | $52.7M | 0.05% | −230,029−23.1% | Reduced |
| Capital International Investors | 762,349 | $52.4M | 0.01% | −1,305,216−63.1% | Reduced |
| Madison Asset Management, LLC | 756,043 | $52.0M | 0.70% | +12,373+1.7% | Added |
| Paralel Advisors LLC | 750,000 | $51.6M | 2.64% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 748,224 | $51.5M | 0.21% | +2,784+0.4% | Added |
| Mariner, LLC | 747,014 | $51.4M | 0.12% | +52,981+7.6% | Added |
| Sandhill Capital Partners LLC | 738,600 | $50.8M | 4.22% | +114,096+18.3% | Added |
| Susquehanna International Group, LLP | 737,818 | $50.8M | 0.09% | −631,801−46.1% | Reduced |
| Nomura Holdings Inc | 725,198 | $49.9M | 0.45% | +515,832+246.4% | Added |
| Mn Services Vermogensbeheer B.V. | 711,600 | $49.0M | 0.44% | −23,600−3.2% | Reduced |
| Brandywine Global Investment Management, LLC | 709,632 | $48.8M | 0.39% | −711,005−50.0% | Reduced |
| Barr E S & Co | 708,725 | $48.8M | 3.31% | −5,781−0.8% | Reduced |
| Central Securities Corp | 700,000 | $48.2M | 5.23% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 699,225 | $48.1M | 0.39% | +120,489+20.8% | Added |
| Aureus Asset Management, LLC | 683,330 | $47.0M | 3.44% | +97,348+16.6% | Added |
| Crestwood Advisors Group LLC | 679,480 | $46.7M | 1.09% | −35,015−4.9% | Reduced |
| State of Tennessee, Treasury Department | 678,430 | $46.7M | 0.18% | +20,608+3.1% | Added |
| Treasurer of the State of North Carolina | 676,267 | $46.5M | 0.23% | +5,820+0.9% | Added |
| HughesLittle Investment Management Ltd. | 674,340 | $46.4M | 11.89% | +2,600+0.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 672,244 | $46.3M | 0.82% | +672,244 | New |
| Ninety One North America, Inc. | 666,228 | $45.8M | 2.24% | −75,831−10.2% | Reduced |
| Provident Investment Management, Inc. | 656,385 | $45.2M | 4.27% | −1,026−0.2% | Reduced |
| CORDA Investment Management, LLC. | 652,598 | $44.9M | 3.77% | −7,288−1.1% | Reduced |
| Asset Management One Co.,Ltd. | 635,772 | $44.2M | 0.18% | +31,270+5.2% | Added |
| Nicholas Company, Inc. | 631,680 | $43.5M | 0.77% | −140,620−18.2% | Reduced |
| Ossiam | 629,613 | $43.3M | 0.70% | −156,049−19.9% | Reduced |
| CI Private Wealth, LLC | 622,266 | $42.8M | 0.08% | −58,589−8.6% | Reduced |
| Macquarie Group Ltd | 588,984 | $40.5M | 0.05% | −286,523−32.7% | Reduced |
| Janney Montgomery Scott LLC | 584,787 | $40.2M | 0.13% | −11,802−2.0% | Reduced |
| Storebrand Asset Management AS | 583,358 | $40.1M | 0.15% | +31,739+5.8% | Added |
| Hosking Partners LLP | 582,209 | $40.1M | 1.69% | −42,564−6.8% | Reduced |