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, Q3 2024
Institutional positions in Schwab Charles Corp as of Sep 30, 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
- 1,857
- −20 vs. Q2 2024
- Shares held
- 1.49B
- +87.7M (+6.3%) vs. Q2 2024
- Total value
- $96.3B
- −$6.61B (−6.4%) vs. Q2 2024
- New holders
- 147
- 743 more added
- Sold out
- 167
- 743 more reduced
22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 185,425,391 | $12.0B | 21.25% | −40,537,580−17.9% | Reduced |
| Vanguard Group Inc | 127,390,846 | $8.26B | 0.15% | +5,183,206+4.2% | Added |
| BlackRock, Inc. | 103,777,422 | $6.73B | 0.14% | +103,777,422 | New |
| Dodge & Cox | 89,587,838 | $5.81B | 3.28% | +3,800,785+4.4% | Added |
| Price T Rowe Associates Inc | 87,813,980 | $5.69B | 0.66% | +2,619,773+3.1% | Added |
| State Street Corp | 62,076,447 | $4.02B | 0.16% | +414,949+0.7% | Added |
| JPMorgan Chase & Co | 48,307,064 | $3.13B | 0.25% | +4,314,869+9.8% | Added |
| Geode Capital Management, LLC | 30,141,441 | $1.95B | 0.16% | +445,304+1.5% | Added |
| Massachusetts Financial Services Co | 28,679,305 | $1.86B | 0.56% | +1,711,312+6.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 28,227,797 | $1.83B | 2.39% | +5,302,736+23.1% | Added |
| Franklin Resources Inc | 24,261,234 | $1.64B | 0.46% | +3,157,923+15.0% | Added |
| Morgan Stanley | 22,764,859 | $1.48B | 0.11% | −416,233−1.8% | Reduced |
| Fisher Asset Management, LLC | 20,189,558 | $1.31B | 0.54% | +493,264+2.5% | Added |
| Bank of America Corp | 19,480,586 | $1.26B | 0.11% | +1,385,128+7.7% | Added |
| Norges Bank | 18,258,443 | $1.18B | 0.17% | +3,438,559+23.2% | Added |
| Artisan Partners Limited Partnership | 18,137,875 | $1.18B | 1.76% | +5,190,103+40.1% | Added |
| Alliancebernstein L.P. | 15,402,862 | $998.3M | 0.34% | +462,170+3.1% | Added |
| Invesco Ltd. | 14,412,294 | $934.1M | 0.18% | +1,717,459+13.5% | Added |
| Northern Trust Corp | 13,875,631 | $899.3M | 0.15% | −482,248−3.4% | Reduced |
| Nuveen Asset Management, LLC | 13,043,557 | $845.4M | 0.24% | +103,285+0.8% | Added |
| Generation Investment Management LLP | 12,179,766 | $789.4M | 3.69% | +3,605,768+42.1% | Added |
| Flossbach Von Storch AG | 11,550,761 | $748.6M | 2.94% | +150,066+1.3% | Added |
| Bank of New York Mellon Corp | 10,378,169 | $672.6M | 0.13% | −250,758−2.4% | Reduced |
| Goldman Sachs Group Inc | 9,306,077 | $603.1M | 0.12% | −313,953−3.3% | Reduced |
| Ameriprise Financial Inc | 9,230,024 | $598.2M | 0.15% | +1,043,830+12.8% | Added |
| UBS Asset Management Americas Inc | 9,142,602 | $592.5M | 0.15% | +331,846+3.8% | Added |
| Lazard Asset Management LLC | 8,919,860 | $578.1M | 0.77% | +1,415,886+18.9% | Added |
| Allen Investment Management LLC | 8,494,607 | $550.5M | 6.54% | −217,757−2.5% | Reduced |
| Legal & General Group Plc | 8,115,235 | $525.9M | 0.14% | −155,308−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 7,893,522 | $511.6M | 0.10% | +66,022+0.8% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 7,450,286 | $482.9M | 7.55% | −334,771−4.3% | Reduced |
| Bamco Inc | 7,269,280 | $471.1M | 1.25% | −105,401−1.4% | Reduced |
| Royal Bank of Canada | 7,056,432 | $457.3M | 0.10% | −622,956−8.1% | Reduced |
| Principal Financial Group Inc | 6,673,901 | $432.5M | 0.24% | +38,201+0.6% | Added |
| Janus Henderson Group PLC | 6,623,387 | $429.3M | 0.22% | −1,598,924−19.4% | Reduced |
| Deutsche Bank AG | 6,558,280 | $425.0M | 0.17% | +937,165+16.7% | Added |
| Baird Financial Group, Inc. | 6,298,987 | $408.2M | 0.79% | +220,053+3.6% | Added |
| Amundi | 6,085,858 | $395.0M | 0.15% | +1,582,456+35.1% | Added |
| Ensign Peak Advisors, Inc | 5,826,244 | $377.6M | 0.66% | +444,669+8.3% | Added |
| FMR LLC | 5,725,073 | $371.0M | 0.02% | −335,020−5.5% | Reduced |
| Barclays PLC | 5,528,065 | $358.3M | 0.16% | +997,494+22.0% | Added |
| Yacktman Asset Management LP | 5,404,281 | $350.3M | 3.59% | −502,361−8.5% | Reduced |
| Envestnet Asset Management Inc | 5,357,722 | $347.2M | 0.11% | −161,581−2.9% | Reduced |
| Fiduciary Management Inc | 5,032,867 | $326.2M | 2.86% | +505,803+11.2% | Added |
| Dimensional Fund Advisors LP | 4,878,961 | $316.2M | 0.08% | −25,306−0.5% | Reduced |
| Brown Advisory Inc | 4,795,949 | $310.8M | 0.39% | +472,917+10.9% | Added |
| London Co of Virginia | 4,785,158 | $310.1M | 1.63% | −352,702−6.9% | Reduced |
| UBS Group AG | 4,495,199 | $291.3M | 0.08% | +1,535,544+51.9% | Added |
| Provident Trust Co | 4,323,688 | $280.2M | 5.05% | +17,133+0.4% | Added |
| Theleme Partners LLP | 4,202,505 | $272.4M | 16.06% | −403,040−8.8% | Reduced |
| Lord, Abbett & Co. LLC | 3,967,831 | $257.2M | 0.82% | −33,493−0.8% | Reduced |
| American Century Companies Inc | 3,930,341 | $254.7M | 0.15% | +686,041+21.1% | Added |
| RPTC Inc. | 3,822,501 | $247.7M | 53.83% | 00.0% | Unchanged |
| Route One Investment Company, L.P. | 3,712,843 | $240.6M | 8.66% | +1,476,700+66.0% | Added |
| Alyeska Investment Group, L.P. | 3,619,657 | $234.6M | 1.20% | +909,598+33.6% | Added |
| Van Eck Associates Corp | 3,232,736 | $231.8M | 0.29% | +439,398+15.7% | Added |
| First Eagle Investment Management, LLC | 3,567,967 | $231.2M | 0.48% | +2,497+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,346,606 | $216.9M | 0.15% | +45,280+1.4% | Added |
| Timucuan Asset Management Inc | 3,279,342 | $212.5M | 6.45% | +34,854+1.1% | Added |
| Arrowstreet Capital, Limited Partnership | 3,254,921 | $211.0M | 0.18% | +2,710,725+498.1% | Added |
| Newlands Management Operations LLC | 3,196,166 | $207.1M | 1.50% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,121,578 | $202.0M | 0.13% | +271,173+9.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,045,287 | $197.4M | 0.20% | −12,264,486−80.1% | Reduced |
| Darsana Capital Partners LP | 3,000,000 | $194.4M | 4.79% | 00.0% | Unchanged |
| California Public Employees Retirement System | 2,975,391 | $192.8M | 0.13% | +321,526+12.1% | Added |
| Wells Fargo & Company | 2,925,201 | $189.6M | 0.05% | −642,470−18.0% | Reduced |
| Wellington Management Group LLP | 2,916,988 | $189.0M | 0.03% | −6,941,650−70.4% | Reduced |
| Cooke & Bieler LP | 2,874,487 | $186.3M | 1.69% | +703,243+32.4% | Added |
| Rhumbline Advisers | 2,840,429 | $184.1M | 0.17% | −80,555−2.8% | Reduced |
| Findlay Park Partners LLP | 2,816,488 | $182.5M | 1.72% | −29,900−1.1% | Reduced |
| National Pension Service | 2,811,836 | $182.2M | 0.18% | +379,212+15.6% | Added |
| Fort Washington Investment Advisors Inc | 2,521,546 | $163.4M | 0.99% | +673,443+36.4% | Added |
| Morningstar Investment Services LLC | 2,508,276 | $161.6M | 1.65% | −23,976−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,444,708 | $158.4M | 0.15% | +686,870+39.1% | Added |
| Thrivent Financial for Lutherans | 2,419,886 | $156.8M | 0.30% | +464,597+23.8% | Added |
| California State Teachers Retirement System | 2,409,529 | $156.2M | 0.18% | −13,559−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,421,708 | $155.2M | 1.10% | +57,524+2.4% | Added |
| D. E. Shaw & Co., Inc. | 2,387,153 | $154.7M | 0.20% | +2,292,130+2,412.2% | Added |
| New York State Common Retirement Fund | 2,373,223 | $153.8M | 0.21% | −362,711−13.3% | Reduced |
| US Bancorp | 2,344,429 | $151.9M | 0.20% | −78,833−3.3% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,339,956 | $151.7M | 0.55% | +2,339,956 | New |
| Ossiam | 2,249,504 | $145.8M | 2.82% | +1,891,668+528.6% | Added |
| Sterling Capital Management LLC | 2,239,845 | $145.2M | 1.88% | +2,239,845 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,196,753 | $142.4M | 0.15% | +204,021+10.2% | Added |
| Clearbridge Investments, LLC | 2,173,821 | $140.9M | 0.11% | −1,088,412−33.4% | Reduced |
| Canada Pension Plan Investment Board | 2,097,891 | $136.0M | 0.13% | +404,869+23.9% | Added |
| Beck Mack & Oliver LLC | 2,093,218 | $135.7M | 2.64% | +41,904+2.0% | Added |
| Bank of Montreal | 2,079,840 | $134.0M | 0.06% | −574,195−21.6% | Reduced |
| Manufacturers Life Insurance Company, The | 2,035,568 | $131.9M | 0.12% | −100,777−4.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,797,532 | $129.8M | 0.44% | +604,035+50.6% | Added |
| Liontrust Investment Partners LLP | 1,723,032 | $127.0M | 1.80% | 00.0% | Unchanged |
| North Peak Capital Management, LLC | 1,897,155 | $123.0M | 17.29% | +114,280+6.4% | Added |
| Mondrian Investment Partners LTD | 1,849,846 | $119.9M | 1.81% | +198,180+12.0% | Added |
| Truist Financial Corp | 1,842,347 | $119.4M | 0.19% | −2,320,500−55.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,834,625 | $118.9M | 0.21% | −129,089−6.6% | Reduced |
| Raymond James & Associates | 1,803,240 | $116.9M | 0.07% | +55,535+3.2% | Added |
| CapitalatWork S.A. | 1,754,563 | $113.7M | 3.86% | +201,627+13.0% | Added |
| Citadel Advisors LLC | 1,710,535 | $110.9M | 0.12% | +1,238,607+262.5% | Added |
| AustralianSuper Pty Ltd | 1,707,771 | $110.7M | 0.55% | +1,644,931+2,617.6% | Added |
| Parnassus Investments | 1,694,634 | $109.8M | 0.23% | +66,876+4.1% | Added |