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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 784,534 | $50.8M | 1.65% | +9,673+1.2% | Added |
| Sandhill Capital Partners LLC | 787,365 | $51.0M | 3.64% | +60,332+8.3% | Added |
| Barr E S & Co | 798,575 | $51.8M | 3.23% | +4,096+0.5% | Added |
| Central Securities Corp | 800,000 | $51.8M | 5.03% | +100,000+14.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 813,878 | $52.7M | 0.16% | −14,230−1.7% | Reduced |
| Cubist Systematic Strategies, LLC | 821,275 | $53.2M | 0.81% | +821,275 | New |
| Pictet Asset Management Holding SA | 821,898 | $53.3M | 0.06% | +76,891+10.3% | Added |
| Korea Investment CORP | 824,468 | $53.4M | 0.13% | −162,490−16.5% | Reduced |
| Stifel Financial Corp | 846,497 | $54.9M | 0.06% | −204,357−19.4% | Reduced |
| Nomura Asset Management Co Ltd | 865,919 | $56.1M | 0.17% | +88,962+11.5% | Added |
| Premier Fund Managers Ltd | 900,000 | $58.0M | 2.06% | +70,000+8.4% | Added |
| State of Wisconsin Investment Board | 897,580 | $58.2M | 0.15% | +10,284+1.2% | Added |
| Snyder Capital Management L P | 899,412 | $58.3M | 1.21% | +5,394+0.6% | Added |
| STRS Ohio | 906,021 | $58.7M | 0.23% | −46,181−4.8% | Reduced |
| Bristol John W & Co Inc | 906,901 | $58.8M | 0.94% | −6,548−0.7% | Reduced |
| Prudential Financial Inc | 919,692 | $59.6M | 0.08% | −16,245−1.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 935,772 | $60.6M | 2.31% | +65,959+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 937,303 | $60.7M | 0.13% | +9,799+1.1% | Added |
| Renaissance Technologies LLC | 939,189 | $60.9M | 0.09% | +939,189 | New |
| Jane Street Group, LLC | 939,854 | $60.9M | 0.10% | +144,263+18.1% | Added |
| Glenmede Trust Co NA | 982,156 | $63.7M | 0.30% | −10,855−1.1% | Reduced |
| Madison Asset Management, LLC | 982,609 | $63.7M | 0.72% | +106,251+12.1% | Added |
| Thornburg Investment Management Inc | 993,816 | $64.4M | 0.84% | −4,404−0.4% | Reduced |
| British Columbia Investment Management Corp | 994,252 | $64.4M | 0.39% | +252,314+34.0% | Added |
| Summitry LLC | 1,005,466 | $65.2M | 3.11% | +35,248+3.6% | Added |
| Clarkston Capital Partners, LLC | 1,021,612 | $66.2M | 1.22% | +1,564+0.2% | Added |
| Primecap Management Co | 1,036,350 | $67.2M | 0.05% | −22,385−2.1% | Reduced |
| Bank of Nova Scotia | 1,066,062 | $69.1M | 0.14% | +50,581+5.0% | Added |
| Rathbone Brothers plc | 1,078,747 | $69.9M | 0.35% | −208,507−16.2% | Reduced |
| Cerity Partners LLC | 1,086,616 | $70.4M | 0.16% | +102,761+10.4% | Added |
| Crawford Investment Counsel Inc | 1,087,290 | $70.5M | 1.20% | +41,711+4.0% | Added |
| Caisse de Depot Et Placement du Quebec | 1,099,801 | $71.3M | 0.14% | +644,440+141.5% | Added |
| SEI Investments Co | 1,102,732 | $71.5M | 0.09% | +97,123+9.7% | Added |
| Retirement Systems of Alabama | 1,111,755 | $72.1M | 0.27% | −11,161−1.0% | Reduced |
| Capital International Investors | 1,127,090 | $73.0M | 0.01% | +890+0.1% | Added |
| Cercano Management LLC | 1,135,480 | $73.6M | 1.76% | +720+0.1% | Added |
| Assenagon Asset Management S.A. | 1,138,269 | $73.8M | 0.15% | +659,996+138.0% | Added |
| Great West Life Assurance Co | 1,167,776 | $75.8M | 0.13% | +32,218+2.8% | Added |
| Royal London Asset Management Ltd | 1,182,908 | $76.7M | 0.19% | +50,464+4.5% | Added |
| LPL Financial LLC | 1,203,392 | $78.0M | 0.03% | +85,074+7.6% | Added |
| Mairs & Power Inc | 1,218,283 | $79.0M | 0.74% | −149,095−10.9% | Reduced |
| Standard Life Aberdeen plc | 1,259,418 | $81.0M | 0.15% | +8,728+0.7% | Added |
| Natixis Advisors, L.P. | 1,289,161 | $83.5M | 0.16% | +68,560+5.6% | Added |
| New York State Teachers Retirement System | 1,293,414 | $83.8M | 0.17% | −63,081−4.7% | Reduced |
| Par Capital Management Inc | 1,300,000 | $84.3M | 2.39% | +100,000+8.3% | Added |
| Two Sigma Advisers, LP | 1,339,995 | $86.8M | 0.20% | +1,339,995 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 1,350,800 | $87.5M | 0.79% | −15,966−1.2% | Reduced |
| Citigroup Inc | 1,360,802 | $88.2M | 0.08% | −180,733−11.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,402,400 | $90.9M | 0.22% | +740,800+112.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,408,139 | $91.3M | 0.16% | −23,900−1.7% | Reduced |
| Ninety One UK Ltd | 1,418,677 | $91.9M | 0.25% | +310,685+28.0% | Added |
| State Board of Administration of Florida Retirement System | 1,452,159 | $94.1M | 0.18% | −45,013−3.0% | Reduced |
| Blair William & Co | 1,552,977 | $100.6M | 0.30% | −387,177−20.0% | Reduced |
| Squarepoint Ops LLC | 1,561,706 | $101.2M | 0.33% | +1,207,611+341.0% | Added |
| Qube Research & Technologies Ltd | 1,616,766 | $104.8M | 0.19% | +1,559,850+2,740.6% | Added |
| Equity Investment Corp | 1,640,157 | $106.3M | 2.47% | +140,643+9.4% | Added |
| Millennium Management LLC | 1,650,039 | $106.9M | 0.09% | −4,621,174−73.7% | Reduced |
| Parnassus Investments | 1,694,634 | $109.8M | 0.23% | +66,876+4.1% | Added |
| AustralianSuper Pty Ltd | 1,707,771 | $110.7M | 0.55% | +1,644,931+2,617.6% | Added |
| Citadel Advisors LLC | 1,710,535 | $110.9M | 0.12% | +1,238,607+262.5% | Added |
| CapitalatWork S.A. | 1,754,563 | $113.7M | 3.86% | +201,627+13.0% | Added |
| Raymond James & Associates | 1,803,240 | $116.9M | 0.07% | +55,535+3.2% | Added |
| CIBC Private Wealth Group, LLC | 1,834,625 | $118.9M | 0.21% | −129,089−6.6% | Reduced |
| Truist Financial Corp | 1,842,347 | $119.4M | 0.19% | −2,320,500−55.7% | Reduced |
| Mondrian Investment Partners LTD | 1,849,846 | $119.9M | 1.81% | +198,180+12.0% | Added |
| North Peak Capital Management, LLC | 1,897,155 | $123.0M | 17.29% | +114,280+6.4% | Added |
| Liontrust Investment Partners LLP | 1,723,032 | $127.0M | 1.80% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,797,532 | $129.8M | 0.44% | +604,035+50.6% | Added |
| Manufacturers Life Insurance Company, The | 2,035,568 | $131.9M | 0.12% | −100,777−4.7% | Reduced |
| Bank of Montreal | 2,079,840 | $134.0M | 0.06% | −574,195−21.6% | Reduced |
| Beck Mack & Oliver LLC | 2,093,218 | $135.7M | 2.64% | +41,904+2.0% | Added |
| Canada Pension Plan Investment Board | 2,097,891 | $136.0M | 0.13% | +404,869+23.9% | Added |
| Clearbridge Investments, LLC | 2,173,821 | $140.9M | 0.11% | −1,088,412−33.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,196,753 | $142.4M | 0.15% | +204,021+10.2% | Added |
| Sterling Capital Management LLC | 2,239,845 | $145.2M | 1.88% | +2,239,845 | New |
| Ossiam | 2,249,504 | $145.8M | 2.82% | +1,891,668+528.6% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,339,956 | $151.7M | 0.55% | +2,339,956 | New |
| US Bancorp | 2,344,429 | $151.9M | 0.20% | −78,833−3.3% | Reduced |
| New York State Common Retirement Fund | 2,373,223 | $153.8M | 0.21% | −362,711−13.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,387,153 | $154.7M | 0.20% | +2,292,130+2,412.2% | Added |
| Kovitz Investment Group Partners, LLC | 2,421,708 | $155.2M | 1.10% | +57,524+2.4% | Added |
| California State Teachers Retirement System | 2,409,529 | $156.2M | 0.18% | −13,559−0.6% | Reduced |
| Thrivent Financial for Lutherans | 2,419,886 | $156.8M | 0.30% | +464,597+23.8% | Added |
| BNP Paribas Arbitrage, SA | 2,444,708 | $158.4M | 0.15% | +686,870+39.1% | Added |
| Morningstar Investment Services LLC | 2,508,276 | $161.6M | 1.65% | −23,976−0.9% | Reduced |
| Fort Washington Investment Advisors Inc | 2,521,546 | $163.4M | 0.99% | +673,443+36.4% | Added |
| National Pension Service | 2,811,836 | $182.2M | 0.18% | +379,212+15.6% | Added |
| Findlay Park Partners LLP | 2,816,488 | $182.5M | 1.72% | −29,900−1.1% | Reduced |
| Rhumbline Advisers | 2,840,429 | $184.1M | 0.17% | −80,555−2.8% | Reduced |
| Cooke & Bieler LP | 2,874,487 | $186.3M | 1.69% | +703,243+32.4% | Added |
| Wellington Management Group LLP | 2,916,988 | $189.0M | 0.03% | −6,941,650−70.4% | Reduced |
| Wells Fargo & Company | 2,925,201 | $189.6M | 0.05% | −642,470−18.0% | Reduced |
| California Public Employees Retirement System | 2,975,391 | $192.8M | 0.13% | +321,526+12.1% | Added |
| Darsana Capital Partners LP | 3,000,000 | $194.4M | 4.79% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,045,287 | $197.4M | 0.20% | −12,264,486−80.1% | Reduced |
| HSBC Holdings PLC | 3,121,578 | $202.0M | 0.13% | +271,173+9.5% | Added |
| Newlands Management Operations LLC | 3,196,166 | $207.1M | 1.50% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 3,254,921 | $211.0M | 0.18% | +2,710,725+498.1% | Added |
| Timucuan Asset Management Inc | 3,279,342 | $212.5M | 6.45% | +34,854+1.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,346,606 | $216.9M | 0.15% | +45,280+1.4% | Added |