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 2024
Institutional positions in Schwab Charles Corp as of Mar 31, 2024. 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
- 1,879
- +26 vs. Q4 2023
- Shares held
- 1.50B
- +11.3M (+0.8%) vs. Q4 2023
- Total value
- $108.2B
- +$6.06B (+5.9%) vs. Q4 2023
- New holders
- 175
- 768 more added
- Sold out
- 149
- 682 more reduced
24 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 226,085,359 | $16.4B | 25.63% | +17,1340.0% | Added |
| Vanguard Group Inc | 120,963,133 | $8.75B | 0.17% | +1,042,823+0.9% | Added |
| BlackRock Inc. | 99,536,627 | $7.20B | 0.17% | +4,356,282+4.6% | Added |
| Dodge & Cox | 86,297,094 | $6.24B | 3.62% | −124,892−0.1% | Reduced |
| Price T Rowe Associates Inc | 72,306,560 | $5.23B | 0.64% | +2,946,327+4.2% | Added |
| State Street Corp | 61,539,248 | $4.45B | 0.20% | +178,939+0.3% | Added |
| JPMorgan Chase & Co | 40,834,832 | $2.95B | 0.26% | −2,847,850−6.5% | Reduced |
| Massachusetts Financial Services Co | 30,753,371 | $2.22B | 0.67% | −241,596−0.8% | Reduced |
| Geode Capital Management, LLC | 29,043,523 | $2.09B | 0.19% | +896,412+3.2% | Added |
| Morgan Stanley | 23,289,117 | $1.68B | 0.14% | −1,636,402−6.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 22,773,650 | $1.65B | 2.66% | +3,697,844+19.4% | Added |
| Franklin Resources Inc | 19,511,114 | $1.41B | 0.45% | +10,038,416+106.0% | Added |
| Bank of America Corp | 19,257,316 | $1.39B | 0.14% | +4,562,738+31.1% | Added |
| Fisher Asset Management, LLC | 19,159,739 | $1.39B | 0.65% | +536,234+2.9% | Added |
| Alliancebernstein L.P. | 16,950,794 | $1.23B | 0.43% | −1,820,393−9.7% | Reduced |
| Flossbach Von Storch AG | 14,295,917 | $1.03B | 4.50% | −2,975,511−17.2% | Reduced |
| Northern Trust Corp | 14,285,130 | $1.03B | 0.18% | −844,013−5.6% | Reduced |
| Norges Bank | 14,054,175 | $1.02B | 0.16% | +243,244+1.8% | Added |
| Invesco Ltd. | 13,836,164 | $1.00B | 0.22% | −496,494−3.5% | Reduced |
| Nuveen Asset Management, LLC | 13,105,294 | $948.1M | 0.28% | −731,435−5.3% | Reduced |
| Artisan Partners Limited Partnership | 12,992,898 | $939.9M | 1.37% | +3,851,328+42.1% | Added |
| Bank of New York Mellon Corp | 11,101,299 | $803.1M | 0.15% | −521,029−4.5% | Reduced |
| Wellington Management Group LLP | 10,886,138 | $787.5M | 0.14% | −782,472−6.7% | Reduced |
| Goldman Sachs Group Inc | 9,440,828 | $682.9M | 0.14% | +382,006+4.2% | Added |
| Ameriprise Financial Inc | 9,310,986 | $673.6M | 0.19% | +1,014,850+12.2% | Added |
| Generation Investment Management LLP | 8,486,899 | $613.9M | 2.80% | +508,147+6.4% | Added |
| Legal & General Group Plc | 8,470,439 | $612.7M | 0.18% | −41,656−0.5% | Reduced |
| Janus Henderson Group PLC | 8,461,082 | $612.1M | 0.33% | −111,037−1.3% | Reduced |
| Allen Investment Management LLC | 8,460,879 | $612.1M | 7.68% | −27,650−0.3% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 8,132,643 | $588.3M | 9.13% | −337,513−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 7,666,283 | $554.6M | 0.13% | +151,735+2.0% | Added |
| Bamco Inc | 7,432,213 | $537.6M | 1.43% | −695,325−8.6% | Reduced |
| Royal Bank of Canada | 7,414,712 | $536.4M | 0.13% | +460,813+6.6% | Added |
| Lazard Asset Management LLC | 7,305,050 | $528.4M | 0.64% | +596,589+8.9% | Added |
| UBS Asset Management Americas Inc | 7,104,251 | $513.9M | 0.18% | −845,734−10.6% | Reduced |
| Deutsche Bank AG | 6,693,762 | $484.2M | 0.23% | −845,889−11.2% | Reduced |
| Principal Financial Group Inc | 6,297,189 | $455.5M | 0.27% | +484,839+8.3% | Added |
| Yacktman Asset Management LP | 6,280,994 | $454.4M | 4.09% | −35,367−0.6% | Reduced |
| Barclays PLC | 6,042,873 | $437.1M | 0.20% | +1,898,841+45.8% | Added |
| Baird Financial Group, Inc. | 5,778,414 | $418.0M | 0.88% | +238,550+4.3% | Added |
| Ensign Peak Advisors, Inc | 5,722,368 | $414.0M | 0.76% | −123,006−2.1% | Reduced |
| Van Eck Associates Corp | 5,671,630 | $410.3M | 0.62% | +283,949+5.3% | Added |
| Envestnet Asset Management Inc | 5,448,160 | $394.1M | 0.15% | +649,235+13.5% | Added |
| London Co of Virginia | 5,437,183 | $393.3M | 2.07% | −157,343−2.8% | Reduced |
| Boston Partners | 5,395,138 | $390.9M | 0.47% | +944,048+21.2% | Added |
| Theleme Partners LLP | 5,070,545 | $366.8M | 20.15% | −560,000−9.9% | Reduced |
| Schroder Investment Management Group | 4,940,526 | $357.4M | 0.42% | −495,542−9.1% | Reduced |
| Millennium Management LLC | 4,839,229 | $350.1M | 0.30% | +3,989,756+469.7% | Added |
| Amundi | 4,775,320 | $348.3M | 0.15% | −902,836−15.9% | Reduced |
| Fiduciary Management Inc | 4,807,858 | $347.8M | 3.10% | −348,409−6.8% | Reduced |
| UBS Group AG | 4,647,094 | $336.2M | 0.11% | +2,759,010+146.1% | Added |
| Dimensional Fund Advisors LP | 4,594,139 | $332.3M | 0.09% | +40,468+0.9% | Added |
| Provident Trust Co | 4,269,180 | $308.8M | 5.74% | +85,144+2.0% | Added |
| Truist Financial Corp | 4,262,619 | $308.4M | 0.47% | −38,253−0.9% | Reduced |
| Brown Advisory Inc | 4,224,442 | $305.6M | 0.41% | −168,781−3.8% | Reduced |
| Lord, Abbett & Co. LLC | 4,062,060 | $293.8M | 0.95% | +116,602+3.0% | Added |
| Wells Fargo & Company | 3,888,831 | $281.3M | 0.07% | +198,621+5.4% | Added |
| RPTC Inc. | 3,822,501 | $276.5M | 58.40% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,769,682 | $272.7M | 0.19% | +7,531+0.2% | Added |
| Citadel Advisors LLC | 3,721,484 | $269.2M | 0.26% | +958,736+34.7% | Added |
| American Century Companies Inc | 3,602,150 | $260.6M | 0.16% | +188,875+5.5% | Added |
| First Eagle Investment Management, LLC | 3,579,105 | $258.9M | 0.59% | +5,748+0.2% | Added |
| FMR LLC | 3,530,583 | $255.4M | 0.02% | +92,139+2.7% | Added |
| Timucuan Asset Management Inc | 3,242,300 | $234.5M | 7.92% | +99,443+3.2% | Added |
| Newlands Management Operations LLC | 3,196,166 | $231.2M | 1.87% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 3,192,696 | $231.0M | 0.18% | −96,780−2.9% | Reduced |
| New York State Common Retirement Fund | 3,159,177 | $228.5M | 0.30% | −15,282−0.5% | Reduced |
| Rhumbline Advisers | 2,930,047 | $212.0M | 0.20% | −90,924−3.0% | Reduced |
| Findlay Park Partners LLP | 2,868,488 | $207.5M | 1.90% | −50,900−1.7% | Reduced |
| HSBC Holdings PLC | 2,744,871 | $198.5M | 0.14% | +369,440+15.6% | Added |
| Intermede Investment Partners Ltd | 2,732,141 | $197.6M | 4.03% | −376,986−12.1% | Reduced |
| California Public Employees Retirement System | 2,617,556 | $189.4M | 0.13% | −72,532−2.7% | Reduced |
| US Bancorp | 2,543,475 | $184.0M | 0.26% | −38,927−1.5% | Reduced |
| Morningstar Investment Services LLC | 2,541,699 | $184.0M | 2.02% | −2,149,663−45.8% | Reduced |
| Route One Investment Company, L.P. | 2,504,643 | $181.2M | 7.17% | −294,500−10.5% | Reduced |
| Bank of Montreal | 2,458,043 | $178.1M | 0.09% | −443,116−15.3% | Reduced |
| Credit Suisse AG | 2,438,515 | $176.4M | 0.17% | −352,153−12.6% | Reduced |
| California State Teachers Retirement System | 2,423,992 | $175.4M | 0.22% | +15,400+0.6% | Added |
| National Pension Service | 2,399,321 | $173.6M | 0.21% | +43,766+1.9% | Added |
| Kovitz Investment Group Partners, LLC | 2,306,963 | $166.9M | 2.13% | +6,262+0.3% | Added |
| Cooke & Bieler LP | 2,262,033 | $163.6M | 1.51% | −201,151−8.2% | Reduced |
| DSM Capital Partners LLC | 2,187,023 | $158.2M | 2.16% | −23,957−1.1% | Reduced |
| APG Asset Management N.V. | 2,309,326 | $154.7M | 0.27% | −13,063−0.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,089,427 | $151.1M | 0.17% | +1,287,435+160.5% | Added |
| Manufacturers Life Insurance Company, The | 2,067,749 | $149.6M | 0.14% | −167,641−7.5% | Reduced |
| Beck Mack & Oliver LLC | 2,059,217 | $149.0M | 3.02% | +130,270+6.8% | Added |
| Russell Investments Group, Ltd. | 2,012,272 | $145.6M | 0.23% | −149,134−6.9% | Reduced |
| Thrivent Financial for Lutherans | 1,924,392 | $139.2M | 0.28% | −27,678−1.4% | Reduced |
| Blair William & Co | 1,917,331 | $138.7M | 0.44% | −61,603−3.1% | Reduced |
| Parnassus Investments | 1,868,905 | $135.2M | 0.29% | 00.0% | Unchanged |
| North Peak Capital Management, LLC | 1,837,257 | $132.9M | 14.77% | −604,970−24.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,766,873 | $127.8M | 0.18% | +287,953+19.5% | Added |
| BNP Paribas Arbitrage, SA | 1,761,219 | $127.4M | 0.16% | +215,190+13.9% | Added |
| Liontrust Investment Partners LLP | 1,760,044 | $127.3M | 1.78% | −779,202−30.7% | Reduced |
| HS Management Partners, LLC | 1,726,550 | $124.9M | 5.72% | −704,025−29.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,718,575 | $124.4M | 0.24% | −580,780−25.3% | Reduced |
| Raymond James & Associates | 1,707,756 | $123.5M | 0.08% | +157,450+10.2% | Added |
| Standard Life Aberdeen plc | 1,693,065 | $122.5M | 0.24% | +8,655+0.5% | Added |
| Citigroup Inc | 1,647,495 | $119.2M | 0.13% | −455,566−21.7% | Reduced |
| CapitalatWork S.A. | 1,542,475 | $111.6M | 3.73% | +52,970+3.6% | Added |