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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.

Other share classesSCHW.PDSCHW.PJ

Q3 2024 vs. Q2 2024

How the institutions holding Schwab Charles Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SCHW: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,899221,857−20
Shares1.50B101.8M1.49B+87.7M (+6.3%)
Value$110.4B$7.50B$96.3B−$6.61B (−6.4%)

22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (147)

Institutions that held Schwab Charles Corp at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 147 by value.

Institutions new to SCHW in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.103,777,422$6.73B0.14%
Viking Global Investors LPSuperinvestorViking Global Investors2,339,956$151.7M0.55%
Sterling Capital Management LLC2,239,845$145.2M1.88%
Two Sigma Advisers, LP1,339,995$86.8M0.20%
Renaissance Technologies LLC939,189$60.9M0.09%
Cubist Systematic Strategies, LLC821,275$53.2M0.81%
Tudor Investment Corp Et Al568,871$36.9M0.40%
Capital Fund Management S.A.430,421$27.9M0.31%
Worldquant Millennium Advisors LLC383,327$24.8M0.18%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund259,760$16.8M0.17%
B. Metzler seel. Sohn & Co. Holding AG220,261$14.3M0.14%
Natixis215,172$13.9M0.08%
Senvest Management, LLC206,515$13.4M0.47%
Aquatic Capital Management LLC199,600$12.9M0.34%
Azora Capital LP187,004$12.1M0.65%
Group One Trading, L.P.154,939$10.0M0.40%
Pensionmark Financial Group, LLC142,124$9.21M0.29%
Quantbot Technologies LP135,076$8.75M0.35%
Edgestream Partners, L.P.119,269$7.73M0.34%
Quadrature Capital Ltd103,025$6.68M0.15%
Radnor Capital Management, LLC93,827$6.08M0.90%
Greenwich Wealth Management LLC86,121$5.58M0.38%
Eisler Capital (UK) Ltd.73,052$4.73M1.13%
BNP Paribas53,810$3.49M0.14%
Financial Enhancement Group LLC65,479$3.28M0.64%
Hudson Valley Investment Advisors Inc49,957$3.24M0.36%
SAM Advisors, LLC48,213$3.12M1.15%
SGL Investment Advisors, Inc.38,039$3.05M1.57%
Banco BTG Pactual S.A.45,000$2.92M0.76%
Campbell & CO Investment Adviser LLC43,066$2.79M0.21%
Sciencast Management LP36,277$2.35M0.70%
Anson Funds Management LP35,000$2.27M0.33%
Teza Capital Management LLC32,168$2.08M0.23%
Aigen Investment Management, LP29,573$1.92M0.38%
CWA Asset Management Group, LLC28,664$1.86M0.10%
IMC-Chicago, LLC28,605$1.85M0.05%
Bridgewater Associates, LP27,064$1.75M0.01%
Watts Gwilliam & Co., LLC26,959$1.75M0.38%
Tealwood Asset Management Inc25,746$1.67M0.73%
Ally Financial Inc.24,000$1.56M0.19%
VCI Wealth Management LLC22,841$1.48M0.66%
Vista Investment Partners LLC20,400$1.32M0.42%
Eagle Rock Investment Company, LLC20,279$1.31M0.22%
Grantham, Mayo, Van Otterloo & Co. LLC18,299$1.19M0.00%
Shell Asset Management Co18,031$1.17M0.05%
Brevan Howard Capital Management LP17,968$1.16M0.06%
Mainstream Capital Management LLC15,869$1.03M0.87%
Axq Capital, LP15,133$980.8K0.30%
Laurion Capital Management LP15,000$972.1K0.06%
Garda Capital Partners LP14,484$938.7K0.23%
WBI Investments14,187$919.5K0.22%
Canandaigua National Trust Co of Florida13,216$856.5K0.74%
Uhlmann Price Securities, LLC12,543$813.0K0.65%
Panoramic Investment Advisors, LLC12,268$795.1K0.55%
Marathon Trading Investment Management LLC11,400$738.8K0.34%
Oxford Asset Management LLP11,309$732.9K0.61%
Triumph Capital Management11,174$724.2K0.26%
Qsemble Capital Management, LP10,527$682.3K0.13%
Bayview Asset Management, LLC10,000$648.1K0.36%
Winton Group Ltd9,957$645.3K0.05%
Kennebec Savings Bank9,942$644.3K0.64%
Meridian Wealth Management, LLC9,815$636.1K0.03%
Brophy Wealth Management, LLC9,655$625.7K0.22%
KG&L Capital Management,LLC9,061$587.2K0.19%
Sompo Asset Management Co., Ltd.8,950$580.0K0.09%
Howard Bailey Securities, LLC8,875$575.2K0.22%
Howard Capital Management Inc.8,449$547.6K0.01%
Paradigm Capital Management, LLC8,275$536.0K0.51%
Auxier Asset Management8,050$521.7K0.08%
Norden Group LLC7,970$516.5K0.06%
CoreCap Advisors, LLC7,957$515.7K0.02%
MQS Management LLC7,550$489.3K0.27%
Quantitative Investment Management, LLC7,189$465.0K0.05%
Centurion Wealth Management LLC7,125$461.8K0.15%
CBOE Vest Financial, LLC6,884$446.2K0.01%
Numerai GP LLC6,232$403.9K0.11%
Evoke Wealth, LLC5,952$385.8K0.01%
Neville Rodie & Shaw Inc5,450$353.0K0.03%
WealthPlan Investment Management, LLC5,413$350.8K0.04%
ISAM Funds (UK) Ltd5,314$344.4K0.20%
Trust Co of the South5,005$324.4K0.07%
Ocean Capital Management, LLC4,866$315.4K0.07%
Advisor Resource Council4,821$312.4K0.14%
Maiden Cove Capital, LLC4,612$298.9K0.47%
Retirement Planning Co of New England, Inc.4,595$297.9K0.15%
Prosperity Consulting Group, LLC4,417$286.3K0.02%
Eagle Wealth Strategies LLC4,375$283.5K0.21%
Caas Capital Management LP4,357$282.4K0.19%
Schrum Private Wealth Management LLC4,312$279.5K0.14%
Heritage Oak Wealth Advisors LLC4,251$275.5K0.13%
Credit Capital Investments LLC4,200$272.2K0.34%
Quest Partners LLC4,161$269.7K0.02%
BCJ Capital Management, LLC4,062$263.3K0.02%
Occudo Quantitative Strategies LP3,878$251.3K0.05%
Peterson Wealth Services3,771$244.4K0.08%
Inceptionr LLC3,737$242.2K0.06%
Portman Square Capital LLP3,663$237.4K0.08%
Quilter Plc3,626$235.0K0.00%
WorthPointe, LLC3,465$224.5K0.09%
Corton Capital Inc.3,324$215.4K0.10%

Sold out (167)

Institutions that held Schwab Charles Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Showing the largest 100 of 167 by value.

Institutions that sold out of SCHW in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Intermede Investment Partners Ltd2,139,159$157.6M
HS Management Partners, LLC1,280,270$94.3M
Westfield Capital Management Co LP1,086,071$80.0M
Delta Global Management LP545,363$40.2M
Brandywine Global Investment Management, LLC334,553$24.7M
Mark Asset Management LP329,018$24.2M
Adams Diversified Equity Fund, Inc.310,700$22.9M
Picton Mahoney Asset Management265,617$19.6M
Gradient Investments LLC215,852$15.9M
1623 Capital LLC182,300$13.4M
Cumberland Partners Ltd156,898$11.6M
Ninety One North America, Inc.155,354$11.4M
Point72 Asset Management, L.P.127,024$9.36M
Cinctive Capital Management LP102,180$7.53M
Boston Private Wealth LLC95,846$7.06M
Boothe Investment Group, Inc.92,944$6.82M
Walleye Trading LLC76,275$5.62M
NWK Group, Inc.74,516$5.49M
Patton Fund Management, Inc.67,379$4.97M
Crystal Rock Capital Management62,650$4.62M
Watchman Group, Inc.61,868$4.56M
Pinebridge Investments, L.P.51,381$3.79M
Stanley-Laman Group, Ltd.46,984$3.46M
Act Two Investors LLC46,958$3.46M
Connable Office Inc44,808$3.30M
Meridian Management Co43,756$3.22M
XTX Topco Ltd40,713$3.00M
Marvin & Palmer Associates Inc40,210$2.96M
Employees Retirement System of Texas37,255$2.75M
Herbst Group, LLC34,740$2.56M
AllGen Financial Advisors, Inc.27,984$2.06M
Buckhead Capital Management LLC27,031$1.99M
Brasada Capital Management, LP25,420$1.93M
Waycross Partners, LLC25,000$1.84M
Camarda Financial Advisors, LLC23,430$1.73M
World Equity Group, Inc.22,534$1.66M
L & S Advisors Inc22,472$1.66M
Diversify Wealth Management, LLC26,451$1.65M
Monetta Financial Services Inc20,800$1.53M
Virtu Financial LLC17,858$1.32M
BLB&B Advisors, LLC17,807$1.31M
Parsons Capital Management Inc17,723$1.31M
Black Swift Group, LLC16,500$1.22M
Future Fund LLC16,004$1.18M
Point72 (DIFC) Ltd15,813$1.17M
Alberta Investment Management Corp14,900$1.10M
Point72 Asia (Singapore) Pte. Ltd.14,503$1.07M
Sowell Financial Services LLC14,004$1.03M
Wolf Group Capital Advisors13,886$1.02M
Brown Financial Advisors13,441$990.5K
Eagle Strategies LLC12,791$942.6K
Dynasty Wealth Management, LLC11,654$858.8K
Royce & Associates LP10,270$756.8K
Ulysses Management LLC10,000$736.9K
Omega Financial Group, LLC9,243$681.1K
Eisler Capital (US) LLC9,000$663.2K
Altfest L J & Co Inc8,741$644.0K
Napatree Capital LLC8,725$642.9K
Driehaus Capital Management LLC8,638$636.5K
Custom Index Systems, LLC8,049$593.1K
ING Groep NV7,623$561.7K
Inscription Capital, LLC7,496$552.4K
Howe & Rusling Inc7,406$545.7K
Symmetry Partners, LLC7,129$525.0K
Clare Market Investments LLC6,739$496.6K
Empirical Asset Management, LLC6,519$480.4K
Strategic Financial Concepts, LLC30,278$466.0K
Fox Run Management, L.L.C.6,176$455.1K
Massachusetts Wealth Management6,125$451.4K
Parkside Investments, LLC6,000$442.1K
Alpine Global Management, LLC5,809$428.1K
Annex Advisory Services, LLC5,632$415.0K
Investment House LLC5,590$411.9K
Ameritas Advisory Services, LLC5,428$400.0K
Catalyst Funds Management Pty Ltd5,400$397.9K
Northwest & Ethical Investments L.P.5,350$394.2K
LM Advisors LLC5,280$389.0K
Proficio Capital Partners LLC4,723$348.1K
Rosenbaum Jay D.4,567$336.5K
Allstate Corp4,557$335.8K
Beaumont Financial Advisors, LLC4,479$330.1K
Baker Tilly Wealth Management, LLC4,375$322.4K
Ibex Wealth Advisors4,215$310.6K
W.H. Cornerstone Investments Inc.4,107$303.0K
Blueprint Investment Partners LLC4,108$302.7K
ZWJ Investment Counsel Inc4,021$296.3K
Capital Asset Advisory Services LLC3,896$290.4K
Doheny Asset Management3,932$290.0K
Fiducient Advisors LLC3,665$270.1K
Curated Wealth Partners LLC3,647$268.7K
Grandfield & Dodd, LLC3,600$265.3K
Sargent Investment Group, LLC3,530$260.1K
Forte Capital LLC3,478$256.3K
Pallas Capital Advisors LLC4,087$254.5K
Wayfinding Financial, LLC3,446$253.0K
Duff & Phelps Investment Management Co3,415$251.7K
McDaniel Terry & Co3,396$250.0K
Zacks Investment Management3,376$248.8K
Moss Adams Wealth Advisors LLC3,328$245.2K
Verus Capital Partners, LLC3,270$241.0K

Not filed for Q3 2024 yet (22)

Institutions that held Schwab Charles Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.101,023,390$7.44B
Karpas Strategies, LLC251,003$18.5M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)249,660$18.4M
Hoylecohen, LLC73,493$5.42M
Girard Partners Ltd.72,700$5.36M
Wunderlich Capital Managemnt36,543$2.69M
Ofi Invest Asset Management27,025$1.86M
Buckingham Strategic Wealth, LLC22,971$1.69M
Emfo, LLC10,000$736.9K
Benjamin F. Edwards & Company, Inc.9,164$675.0K
Private Ocean, LLC8,746$644.5K
Arden Trust Co6,156$453.6K
Bank Pictet & Cie (Asia) Ltd5,153$379.7K
Coordinated Financial Services, Inc.5,008$369.1K
Hyman Charles D4,595$339.0K
Abbrea Capital, LLC3,254$240.0K
JJJ Advisors Inc.2,237$164.8K
Spotlight Asset Group, Inc.1,081$79.7K
Institutional & Family Asset Management, LLC158$11.6K
Hershey Financial Advisers, LLC122$8.99K
ICA Group Wealth Management, LLC100$7.37K
Custom Portfolio Group LLC47$3.46K