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, Q4 2024
Institutional positions in Schwab Charles Corp as of Dec 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
- 1,993
- +167 vs. Q3 2024
- Shares held
- 1.50B
- +16.3M (+1.1%) vs. Q3 2024
- Total value
- $110.8B
- +$14.8B (+15.4%) vs. Q3 2024
- New holders
- 275
- 705 more added
- Sold out
- 108
- 756 more reduced
31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 185,493,487 | $13.7B | 26.20% | +68,0960.0% | Added |
| Vanguard Group Inc | 128,578,230 | $9.52B | 0.17% | +1,187,384+0.9% | Added |
| BlackRock, Inc. | 104,845,114 | $7.76B | 0.16% | +1,067,692+1.0% | Added |
| Dodge & Cox | 89,369,528 | $6.61B | 3.85% | −218,310−0.2% | Reduced |
| Price T Rowe Associates Inc | 73,094,736 | $5.41B | 0.62% | −14,719,244−16.8% | Reduced |
| State Street Corp | 63,441,530 | $4.70B | 0.19% | +1,365,083+2.2% | Added |
| JPMorgan Chase & Co | 49,064,459 | $3.63B | 0.29% | +757,395+1.6% | Added |
| Geode Capital Management, LLC | 30,901,484 | $2.28B | 0.18% | +760,043+2.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 27,689,365 | $2.05B | 2.70% | −538,432−1.9% | Reduced |
| Franklin Resources Inc | 24,206,064 | $1.79B | 0.50% | −55,170−0.2% | Reduced |
| Morgan Stanley | 22,421,814 | $1.66B | 0.12% | −343,045−1.5% | Reduced |
| Massachusetts Financial Services Co | 21,996,773 | $1.63B | 0.51% | −6,682,532−23.3% | Reduced |
| Fisher Asset Management, LLC | 20,455,266 | $1.51B | 0.60% | +265,708+1.3% | Added |
| Artisan Partners Limited Partnership | 18,138,435 | $1.34B | 2.07% | +5600.0% | Added |
| Norges Bank | 17,423,916 | $1.29B | 0.17% | −834,527−4.6% | Reduced |
| Northern Trust Corp | 15,739,917 | $1.16B | 0.16% | +1,864,286+13.4% | Added |
| Invesco Ltd. | 14,842,544 | $1.10B | 0.20% | +430,250+3.0% | Added |
| Alliancebernstein L.P. | 14,760,450 | $1.09B | 0.37% | −642,412−4.2% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 14,658,944 | $1.08B | 3.51% | +12,318,988+526.5% | Added |
| Generation Investment Management LLP | 13,493,957 | $998.7M | 5.21% | +1,314,191+10.8% | Added |
| Bank of America Corp | 13,391,307 | $991.1M | 0.09% | −6,089,279−31.3% | Reduced |
| UBS Asset Management Americas Inc | 11,653,684 | $862.5M | 0.20% | +2,511,082+27.5% | Added |
| Flossbach Von Storch AG | 10,734,076 | $794.4M | 3.16% | −816,685−7.1% | Reduced |
| Bank of New York Mellon Corp | 10,438,852 | $772.6M | 0.14% | +60,683+0.6% | Added |
| Ameriprise Financial Inc | 9,723,150 | $719.6M | 0.18% | +493,126+5.3% | Added |
| FMR LLC | 9,700,013 | $717.9M | 0.04% | +3,974,940+69.4% | Added |
| Goldman Sachs Group Inc | 8,297,936 | $614.1M | 0.12% | −1,008,141−10.8% | Reduced |
| Allen Investment Management LLC | 8,237,414 | $609.7M | 7.04% | −257,193−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 8,133,490 | $602.0M | 0.11% | +239,968+3.0% | Added |
| Legal & General Group Plc | 8,018,664 | $593.5M | 0.16% | −96,571−1.2% | Reduced |
| Lazard Asset Management LLC | 7,455,753 | $551.8M | 0.81% | −1,464,107−16.4% | Reduced |
| Bamco Inc | 7,217,828 | $534.2M | 1.38% | −51,452−0.7% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 6,903,480 | $510.9M | 8.67% | −546,806−7.3% | Reduced |
| Baird Financial Group, Inc. | 6,513,683 | $482.1M | 0.92% | +214,696+3.4% | Added |
| Janus Henderson Group PLC | 6,482,921 | $479.8M | 0.24% | −140,466−2.1% | Reduced |
| Nuveen Asset Management, LLC | 6,410,491 | $474.4M | 0.13% | −6,633,066−50.9% | Reduced |
| Principal Financial Group Inc | 6,370,445 | $471.5M | 0.26% | −303,456−4.5% | Reduced |
| Royal Bank of Canada | 6,269,509 | $464.0M | 0.10% | −786,923−11.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,217,799 | $460.2M | 0.37% | +2,962,878+91.0% | Added |
| Millennium Management LLC | 5,941,905 | $439.8M | 0.38% | +4,291,866+260.1% | Added |
| Ensign Peak Advisors, Inc | 5,727,243 | $423.9M | 0.75% | −99,001−1.7% | Reduced |
| Envestnet Asset Management Inc | 5,429,817 | $401.9M | 0.13% | +72,095+1.3% | Added |
| Deutsche Bank AG | 5,275,027 | $390.4M | 0.15% | −1,283,253−19.6% | Reduced |
| UBS Group AG | 5,264,968 | $389.7M | 0.09% | +769,769+17.1% | Added |
| Yacktman Asset Management LP | 4,874,070 | $360.7M | 4.22% | −530,211−9.8% | Reduced |
| Dimensional Fund Advisors LP | 4,855,064 | $359.3M | 0.09% | −23,897−0.5% | Reduced |
| Fiduciary Management Inc | 4,780,518 | $353.8M | 3.30% | −252,349−5.0% | Reduced |
| Brown Advisory Inc | 4,696,332 | $347.6M | 0.44% | −99,617−2.1% | Reduced |
| Provident Trust Co | 4,646,078 | $343.9M | 5.95% | +322,390+7.5% | Added |
| Amundi | 4,651,557 | $339.6M | 0.12% | −1,434,301−23.6% | Reduced |
| London Co of Virginia | 4,561,103 | $337.6M | 1.84% | −224,055−4.7% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 4,510,020 | $333.8M | 1.12% | +4,510,020 | New |
| Primecap Management Co | 4,252,350 | $314.7M | 0.24% | +3,216,000+310.3% | Added |
| Marshall Wace, LLP | 4,181,202 | $309.5M | 0.39% | +3,684,640+742.0% | Added |
| Clearbridge Investments, LLC | 4,062,247 | $300.6M | 0.24% | +1,888,426+86.9% | Added |
| Lord, Abbett & Co. LLC | 4,045,852 | $299.4M | 0.95% | +78,021+2.0% | Added |
| BNP Paribas Arbitrage, SA | 3,941,985 | $291.7M | 0.23% | +1,497,277+61.2% | Added |
| RPTC Inc. | 3,822,501 | $282.9M | 57.63% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,541,413 | $262.1M | 0.18% | +194,807+5.8% | Added |
| HSBC Holdings PLC | 3,467,958 | $256.6M | 0.16% | +346,380+11.1% | Added |
| Findlay Park Partners LLP | 3,347,769 | $247.8M | 2.46% | +531,281+18.9% | Added |
| Timucuan Asset Management Inc | 3,279,993 | $242.8M | 7.43% | +6510.0% | Added |
| Route One Investment Company, L.P. | 3,273,943 | $242.3M | 9.47% | −438,900−11.8% | Reduced |
| PointState Capital LP | 3,206,059 | $237.3M | 5.39% | +3,206,059 | New |
| Van Eck Associates Corp | 3,205,887 | $237.3M | 0.30% | −26,849−0.8% | Reduced |
| Newlands Management Operations LLC | 3,196,166 | $236.5M | 1.49% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 3,175,717 | $235.0M | 0.53% | −392,250−11.0% | Reduced |
| Farallon Capital Management, L.L.C. | 3,169,000 | $234.5M | 1.24% | +3,169,000 | New |
| Barclays PLC | 3,116,400 | $230.6M | 0.11% | −2,411,665−43.6% | Reduced |
| American Century Companies Inc | 3,033,956 | $224.5M | 0.13% | −896,385−22.8% | Reduced |
| D. E. Shaw & Co., Inc. | 3,001,808 | $222.2M | 0.24% | +614,655+25.7% | Added |
| Kovitz Investment Group Partners, LLC | 2,931,793 | $217.0M | 1.06% | +510,085+21.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,928,033 | $216.7M | 0.23% | −117,254−3.9% | Reduced |
| California Public Employees Retirement System | 2,836,381 | $209.9M | 0.14% | −139,010−4.7% | Reduced |
| National Pension Service | 2,812,301 | $208.1M | 0.20% | +4650.0% | Added |
| Canada Pension Plan Investment Board | 2,798,592 | $207.1M | 0.20% | +700,701+33.4% | Added |
| Rhumbline Advisers | 2,773,578 | $205.3M | 0.18% | −66,851−2.4% | Reduced |
| Cooke & Bieler LP | 2,738,577 | $202.7M | 1.95% | −135,910−4.7% | Reduced |
| Wells Fargo & Company | 2,729,821 | $202.0M | 0.05% | −195,380−6.7% | Reduced |
| Fort Washington Investment Advisors Inc | 2,593,011 | $191.9M | 1.15% | +71,465+2.8% | Added |
| Raymond James Financial Inc | 2,564,401 | $189.8M | 0.07% | +2,564,401 | New |
| Veritas Asset Management LLP | 2,508,436 | $185.6M | 1.73% | +2,508,436 | New |
| California State Teachers Retirement System | 2,507,712 | $185.6M | 0.22% | +98,183+4.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,503,000 | $185.2M | 0.40% | +1,100,600+78.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,438,438 | $181.5M | 0.18% | +241,685+11.0% | Added |
| US Bancorp | 2,435,414 | $180.2M | 0.24% | +90,985+3.9% | Added |
| Sterling Capital Management LLC | 2,255,886 | $167.0M | 2.29% | +16,041+0.7% | Added |
| Wellington Management Group LLP | 2,226,468 | $164.8M | 0.03% | −690,520−23.7% | Reduced |
| Mondrian Investment Partners LTD | 1,987,931 | $164.4M | 2.72% | +138,085+7.5% | Added |
| KBC Group NV | 2,138,033 | $158.2M | 0.44% | +1,392,255+186.7% | Added |
| Beck Mack & Oliver LLC | 2,123,211 | $157.1M | 2.91% | +29,993+1.4% | Added |
| New York State Common Retirement Fund | 2,104,597 | $155.8M | 0.21% | −268,626−11.3% | Reduced |
| Citadel Advisors LLC | 2,092,544 | $154.9M | 0.14% | +382,009+22.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,938,786 | $152.4M | 0.47% | +141,254+7.9% | Added |
| Bank of Montreal | 2,036,863 | $150.7M | 0.08% | −42,977−2.1% | Reduced |
| Thrivent Financial for Lutherans | 1,910,382 | $141.6M | 0.27% | −509,504−21.1% | Reduced |
| AustralianSuper Pty Ltd | 1,905,316 | $141.0M | 0.67% | +197,545+11.6% | Added |
| Truist Financial Corp | 1,901,708 | $140.7M | 0.22% | +59,361+3.2% | Added |
| North Peak Capital Management, LLC | 1,857,896 | $137.5M | 18.21% | −39,259−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,795,392 | $131.1M | 0.24% | −39,233−2.1% | Reduced |