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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 1,541,672 | $111.5M | 0.72% | +301,911+24.4% | Added |
| Canada Pension Plan Investment Board | 1,507,634 | $109.1M | 0.11% | +677,276+81.6% | Added |
| Equity Investment Corp | 1,501,532 | $108.6M | 2.72% | +59,504+4.1% | Added |
| Westwood Holdings Group Inc. | 1,498,929 | $108.4M | 0.85% | +1,046,322+231.2% | Added |
| Mondrian Investment Partners LTD | 1,485,637 | $107.5M | 1.48% | +1,480,485+28,736.1% | Added |
| Adage Capital Partners GP, L.L.C. | 1,459,739 | $105.6M | 0.20% | +14,100+1.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,459,268 | $105.6M | 0.37% | +1,459,268 | New |
| New York State Teachers Retirement System | 1,443,608 | $104.4M | 0.22% | −24,011−1.6% | Reduced |
| Mairs & Power Inc | 1,386,956 | $100.3M | 0.97% | −82,581−5.6% | Reduced |
| Coronation Fund Managers Ltd. | 1,365,065 | $98.7M | 2.69% | −158,742−10.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,353,766 | $97.9M | 0.97% | +19,000+1.4% | Added |
| Rathbone Brothers plc | 1,347,534 | $97.5M | 0.56% | −10,845−0.8% | Reduced |
| Retirement Systems of Alabama | 1,329,870 | $96.2M | 0.37% | +4820.0% | Added |
| Jacobs Levy Equity Management, Inc | 1,293,336 | $93.6M | 0.42% | +39,841+3.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,287,981 | $93.1M | 0.36% | +366,983+39.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,273,057 | $92.1M | 1.78% | +302,840+31.2% | Added |
| Blue Whale Capital LLP | 1,234,000 | $89.3M | 9.42% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1,217,073 | $88.0M | 0.22% | +33,212+2.8% | Added |
| Par Capital Management Inc | 1,200,000 | $86.8M | 2.70% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 1,656,254 | $86.8M | 0.20% | +87,582+5.6% | Added |
| Stifel Financial Corp | 1,198,194 | $86.7M | 0.10% | −71,244−5.6% | Reduced |
| Cercano Management LLC | 1,193,012 | $86.3M | 2.41% | +60,000+5.3% | Added |
| Marshall Wace, LLP | 1,191,967 | $86.2M | 0.14% | +337,621+39.5% | Added |
| Ninety One UK Ltd | 1,178,196 | $85.2M | 0.24% | −5,611,599−82.6% | Reduced |
| Capital International Investors | 1,125,330 | $81.4M | 0.02% | +362,981+47.6% | Added |
| Ami Asset Management Corp | 1,109,909 | $80.3M | 4.10% | +77,163+7.5% | Added |
| Bank of Nova Scotia | 1,095,680 | $79.3M | 0.16% | +74,696+7.3% | Added |
| TCW Group Inc | 1,081,775 | $78.3M | 0.79% | −31,438−2.8% | Reduced |
| Primecap Management Co | 1,072,100 | $77.6M | 0.06% | −185,808−14.8% | Reduced |
| Los Angeles Capital Management LLC | 1,061,544 | $76.8M | 0.26% | −218,861−17.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,060,466 | $76.7M | 1.77% | −103,381−8.9% | Reduced |
| Prudential Financial Inc | 1,058,108 | $76.5M | 0.11% | −30,801−2.8% | Reduced |
| SEI Investments Co | 1,057,794 | $76.5M | 0.11% | +96,002+10.0% | Added |
| Clarkston Capital Partners, LLC | 1,046,652 | $75.7M | 1.34% | −1,136−0.1% | Reduced |
| Crawford Investment Counsel Inc | 1,042,859 | $75.4M | 1.41% | +22,457+2.2% | Added |
| Cerity Partners LLC | 1,035,964 | $75.3M | 0.20% | +35,947+3.6% | Added |
| Natixis Advisors, L.P. | 1,038,021 | $75.1M | 0.17% | +111,304+12.0% | Added |
| LPL Financial LLC | 1,027,051 | $74.3M | 0.04% | +124,733+13.8% | Added |
| Tocqueville Asset Management L.P. | 1,023,632 | $74.0M | 1.21% | −200,957−16.4% | Reduced |
| Great West Life Assurance Co | 1,014,539 | $73.4M | 0.15% | −82,516−7.5% | Reduced |
| Darsana Capital Partners LP | 1,000,000 | $72.3M | 2.32% | +1,000,000 | New |
| Thornburg Investment Management Inc | 998,220 | $72.2M | 1.01% | −1910.0% | Reduced |
| Glenmede Trust Co NA | 994,615 | $72.0M | 0.36% | −578−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 976,477 | $70.6M | 0.18% | +31,664+3.4% | Added |
| Summitry LLC | 964,341 | $69.8M | 3.66% | +29,184+3.1% | Added |
| Korea Investment CORP | 945,857 | $68.4M | 0.17% | −97,752−9.4% | Reduced |
| Bowen Hanes & Co Inc | 937,695 | $67.8M | 1.94% | +8,875+1.0% | Added |
| Bristol John W & Co Inc | 932,528 | $67.5M | 1.15% | +1,346+0.1% | Added |
| Westfield Capital Management Co LP | 930,154 | $67.3M | 0.35% | +117,139+14.4% | Added |
| STRS Ohio | 918,171 | $66.4M | 0.26% | −24,267−2.6% | Reduced |
| Squarepoint Ops LLC | 917,981 | $66.4M | 0.27% | +537,359+141.2% | Added |
| PointState Capital LP | 913,556 | $66.1M | 1.99% | −1,437,978−61.2% | Reduced |
| Snyder Capital Management L P | 911,267 | $65.9M | 1.41% | +15,133+1.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 906,800 | $65.6M | 0.15% | −603,712−40.0% | Reduced |
| Madison Asset Management, LLC | 895,821 | $64.8M | 0.80% | +139,778+18.5% | Added |
| State of Wisconsin Investment Board | 888,916 | $64.3M | 0.17% | +48,071+5.7% | Added |
| Nomura Asset Management Co Ltd | 876,024 | $63.4M | 0.23% | +104,628+13.6% | Added |
| Fort Pitt Capital Group, LLC | 864,689 | $62.6M | 1.93% | +2,427+0.3% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 861,431 | $62.3M | 2.53% | +27,527+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 858,708 | $62.1M | 0.09% | −15,508−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 856,266 | $61.9M | 0.19% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 837,255 | $60.6M | 0.20% | −7,441−0.9% | Reduced |
| Danske Bank A/S | 835,507 | $60.4M | 0.19% | +835,507 | New |
| Ariel Investments, LLC | 831,990 | $60.2M | 0.59% | −130,306−13.5% | Reduced |
| Premier Fund Managers Ltd | 830,000 | $60.1M | 2.38% | +69,000+9.1% | Added |
| Barr E S & Co | 800,124 | $57.9M | 3.77% | +91,399+12.9% | Added |
| Capitolis Liquid Global Markets LLC | 800,000 | $57.9M | 0.93% | 00.0% | Unchanged |
| Becker Capital Management Inc | 788,675 | $57.1M | 1.96% | −5,746−0.7% | Reduced |
| Paralel Advisors LLC | 750,000 | $54.3M | 2.49% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 743,758 | $53.8M | 0.06% | −38,795−5.0% | Reduced |
| Brandywine Global Investment Management, LLC | 738,909 | $53.5M | 0.39% | +29,277+4.1% | Added |
| Sandhill Capital Partners LLC | 736,312 | $53.3M | 4.26% | −2,288−0.3% | Reduced |
| Mariner, LLC | 732,362 | $53.0M | 0.11% | −14,652−2.0% | Reduced |
| Voya Investment Management LLC | 729,919 | $52.8M | 0.05% | −35,473−4.6% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 711,120 | $51.4M | 5.39% | +154,515+27.8% | Added |
| National Bank of Canada | 675,068 | $51.4M | 0.09% | −118,156−14.9% | Reduced |
| Assenagon Asset Management S.A. | 705,379 | $51.0M | 0.14% | −497,974−41.4% | Reduced |
| Central Securities Corp | 700,000 | $50.6M | 5.11% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 697,284 | $50.4M | 0.20% | −50,940−6.8% | Reduced |
| Jane Street Group, LLC | 687,769 | $49.8M | 0.06% | −378,010−35.5% | Reduced |
| British Columbia Investment Management Corp | 685,802 | $49.6M | 0.34% | −13,423−1.9% | Reduced |
| Crestwood Advisors Group LLC | 681,701 | $49.3M | 1.08% | +2,221+0.3% | Added |
| Treasurer of the State of North Carolina | 680,527 | $49.2M | 0.22% | +4,260+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 679,477 | $49.2M | 0.08% | −203,902−23.1% | Reduced |
| Aureus Asset Management, LLC | 678,826 | $49.1M | 3.35% | −4,504−0.7% | Reduced |
| HughesLittle Investment Management Ltd. | 674,340 | $48.8M | 10.70% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 671,454 | $48.6M | 0.12% | +226,567+50.9% | Added |
| Provident Investment Management, Inc. | 655,925 | $47.4M | 4.18% | −460−0.1% | Reduced |
| CORDA Investment Management, LLC. | 649,524 | $47.0M | 3.74% | −3,074−0.5% | Reduced |
| Janney Montgomery Scott LLC | 630,167 | $45.6M | 0.14% | +45,380+7.8% | Added |
| MML Investors Services, LLC | 621,277 | $44.9M | 0.19% | +64,900+11.7% | Added |
| CI Private Wealth, LLC | 610,182 | $44.1M | 0.08% | −12,084−1.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 608,900 | $44.0M | 0.32% | −102,700−14.4% | Reduced |
| Asset Management One Co.,Ltd. | 606,256 | $43.9M | 0.17% | −29,516−4.6% | Reduced |
| HighTower Advisors, LLC | 605,118 | $43.8M | 0.07% | +31,682+5.5% | Added |
| Basswood Capital Management, L.L.C. | 602,070 | $43.6M | 2.54% | +73,690+13.9% | Added |
| Allianz Asset Management GmbH | 592,552 | $42.9M | 0.07% | −364,123−38.1% | Reduced |
| Hosking Partners LLP | 590,120 | $42.7M | 1.57% | +7,911+1.4% | Added |
| Storebrand Asset Management AS | 581,485 | $42.1M | 0.14% | −1,873−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 578,343 | $41.8M | 0.27% | +2,059+0.4% | Added |