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 |
|---|---|---|---|---|---|
| Bowen Hanes & Co Inc | 595,931 | $44.1M | 1.18% | +477,277+402.2% | Added |
| MML Investors Services, LLC | 597,659 | $44.2M | 0.15% | +12,351+2.1% | Added |
| Sandhill Capital Partners LLC | 603,216 | $44.6M | 3.50% | −184,149−23.4% | Reduced |
| Allianz Asset Management GmbH | 610,100 | $45.2M | 0.07% | +17,699+3.0% | Added |
| Provident Investment Management, Inc. | 611,142 | $45.2M | 4.32% | −12,630−2.0% | Reduced |
| Moore Capital Management, LP | 615,664 | $45.6M | 0.85% | +615,664 | New |
| CORDA Investment Management, LLC. | 616,604 | $45.6M | 3.64% | −13,826−2.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 618,033 | $45.7M | 0.13% | +76,954+14.2% | Added |
| Cubist Systematic Strategies, LLC | 621,891 | $46.0M | 0.75% | −199,384−24.3% | Reduced |
| Swedbank AB | 624,421 | $46.2M | 0.06% | +19,160+3.2% | Added |
| Schroder Investment Management Group | 630,922 | $46.6M | 0.04% | +57,684+10.1% | Added |
| Public Employees Retirement System of Ohio | 633,736 | $46.9M | 0.16% | −31,375−4.7% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 636,602 | $47.1M | 4.81% | −140,186−18.0% | Reduced |
| Asset Management One Co.,Ltd. | 637,957 | $47.7M | 0.16% | +43,308+7.3% | Added |
| Susquehanna International Group, LLP | 644,831 | $47.7M | 0.07% | +418,552+185.0% | Added |
| Crestwood Advisors Group LLC | 658,815 | $48.8M | 0.91% | −7,516−1.1% | Reduced |
| Two Sigma Investments, LP | 662,242 | $49.0M | 0.11% | +151,261+29.6% | Added |
| Aureus Asset Management, LLC | 667,855 | $49.4M | 3.19% | −14,281−2.1% | Reduced |
| Treasurer of the State of North Carolina | 674,166 | $49.9M | 0.19% | +4,880+0.7% | Added |
| HughesLittle Investment Management Ltd. | 675,890 | $50.0M | 9.47% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 720,329 | $53.3M | 0.13% | +40,208+5.9% | Added |
| Storebrand Asset Management AS | 721,724 | $53.4M | 0.16% | +94,773+15.1% | Added |
| Allspring Global Investments Holdings, LLC | 731,447 | $54.0M | 0.09% | −9,145−1.2% | Reduced |
| Snyder Capital Management L P | 730,267 | $54.0M | 1.13% | −169,145−18.8% | Reduced |
| Ami Asset Management Corp | 746,395 | $55.2M | 2.94% | −16,323−2.1% | Reduced |
| Paralel Advisors LLC | 750,000 | $55.5M | 2.37% | 00.0% | Unchanged |
| Becker Capital Management Inc | 778,106 | $57.6M | 1.88% | −6,428−0.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 788,005 | $58.3M | 1.27% | +230,785+41.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 797,335 | $59.0M | 0.18% | −16,543−2.0% | Reduced |
| Barr E S & Co | 798,079 | $59.1M | 3.49% | −496−0.1% | Reduced |
| Central Securities Corp | 800,000 | $59.2M | 5.65% | 00.0% | Unchanged |
| Holocene Advisors, LP | 802,486 | $59.4M | 0.19% | +568,970+243.7% | Added |
| Prudential Financial Inc | 813,561 | $60.2M | 0.08% | −106,131−11.5% | Reduced |
| CI Private Wealth, LLC | 837,432 | $61.9M | 0.10% | +201,752+31.7% | Added |
| Stifel Financial Corp | 841,874 | $62.3M | 0.06% | −4,623−0.5% | Reduced |
| Bristol John W & Co Inc | 885,706 | $65.6M | 1.08% | −21,195−2.3% | Reduced |
| Point72 Asset Management, L.P. | 887,137 | $65.7M | 0.18% | +887,137 | New |
| Ossiam | 893,423 | $66.1M | 1.14% | −1,356,081−60.3% | Reduced |
| Premier Fund Managers Ltd | 900,000 | $66.5M | 2.37% | 00.0% | Unchanged |
| Par Capital Management Inc | 905,000 | $67.0M | 1.98% | −395,000−30.4% | Reduced |
| FIL Ltd | 923,000 | $68.3M | 0.06% | +566,591+159.0% | Added |
| Walleye Capital LLC | 933,626 | $69.1M | 0.66% | +864,162+1,244.0% | Added |
| Thornburg Investment Management Inc | 936,351 | $69.3M | 0.92% | −57,465−5.8% | Reduced |
| State of Wisconsin Investment Board | 937,704 | $69.4M | 0.18% | +40,124+4.5% | Added |
| STRS Ohio | 938,649 | $69.5M | 0.28% | +32,628+3.6% | Added |
| Russell Investments Group, Ltd. | 938,835 | $69.5M | 0.10% | +187,260+24.9% | Added |
| Glenmede Trust Co NA | 942,256 | $69.7M | 0.36% | −39,900−4.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 947,927 | $70.2M | 2.56% | +12,155+1.3% | Added |
| Aviva PLC | 959,934 | $71.0M | 0.18% | +411,437+75.0% | Added |
| Madison Asset Management, LLC | 961,439 | $71.2M | 0.80% | −21,170−2.2% | Reduced |
| Madison Investment Advisors, LLC | 961,439 | $71.2M | 0.80% | +961,439 | New |
| Danske Bank A/S | 984,891 | $72.9M | 0.22% | +317,432+47.6% | Added |
| Pictet Asset Management Holding SA | 987,210 | $73.1M | 0.08% | +165,312+20.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 992,019 | $73.4M | 0.14% | +54,716+5.8% | Added |
| Summitry LLC | 1,016,139 | $75.2M | 3.68% | +10,673+1.1% | Added |
| Clarkston Capital Partners, LLC | 1,017,095 | $75.3M | 1.44% | −4,517−0.4% | Reduced |
| APG Asset Management N.V. | 1,087,154 | $77.7M | 0.22% | +904,430+495.0% | Added |
| Crawford Investment Counsel Inc | 1,055,457 | $78.1M | 1.40% | −31,833−2.9% | Reduced |
| Cerity Partners LLC | 1,080,580 | $78.1M | 0.17% | −6,036−0.6% | Reduced |
| Renaissance Technologies LLC | 1,087,041 | $80.5M | 0.12% | +147,852+15.7% | Added |
| Mairs & Power Inc | 1,097,556 | $81.2M | 0.79% | −120,727−9.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,112,705 | $82.4M | 0.16% | +1,112,705 | New |
| Cercano Management LLC | 1,135,480 | $84.0M | 2.14% | 00.0% | Unchanged |
| Korea Investment CORP | 1,136,015 | $84.1M | 0.20% | +311,547+37.8% | Added |
| Citigroup Inc | 1,148,467 | $85.0M | 0.08% | −212,335−15.6% | Reduced |
| Great West Life Assurance Co | 1,152,760 | $85.3M | 0.15% | −15,016−1.3% | Reduced |
| Retirement Systems of Alabama | 1,173,108 | $86.8M | 0.32% | +61,353+5.5% | Added |
| Standard Life Aberdeen plc | 1,178,051 | $87.0M | 0.16% | −81,367−6.5% | Reduced |
| Royal London Asset Management Ltd | 1,186,342 | $87.8M | 0.21% | +3,434+0.3% | Added |
| Los Angeles Capital Management LLC | 1,188,624 | $88.0M | 0.36% | +1,180,163+13,948.3% | Added |
| Capital International Investors | 1,206,172 | $89.3M | 0.02% | +79,082+7.0% | Added |
| SEI Investments Co | 1,254,510 | $92.8M | 0.12% | +151,778+13.8% | Added |
| Ninety One UK Ltd | 1,257,353 | $93.1M | 0.25% | −161,324−11.4% | Reduced |
| LPL Financial LLC | 1,258,510 | $93.1M | 0.04% | +55,118+4.6% | Added |
| New York State Teachers Retirement System | 1,262,384 | $93.4M | 0.20% | −31,030−2.4% | Reduced |
| Bank of Nova Scotia | 1,271,724 | $94.1M | 0.16% | +205,662+19.3% | Added |
| Qube Research & Technologies Ltd | 1,286,713 | $95.2M | 0.16% | −330,053−20.4% | Reduced |
| Squarepoint Ops LLC | 1,297,982 | $96.1M | 0.25% | −263,724−16.9% | Reduced |
| Natixis Advisors, L.P. | 1,305,759 | $96.6M | 0.18% | +16,598+1.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,363,800 | $100.9M | 0.89% | +13,000+1.0% | Added |
| National Bank of Canada | 1,388,493 | $102.8M | 0.13% | +619,779+80.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,397,739 | $103.4M | 0.18% | −10,400−0.7% | Reduced |
| Two Sigma Advisers, LP | 1,419,695 | $105.1M | 0.24% | +79,700+5.9% | Added |
| Blair William & Co | 1,430,811 | $105.9M | 0.31% | −122,166−7.9% | Reduced |
| State Board of Administration of Florida Retirement System | 1,465,672 | $108.5M | 0.21% | +13,513+0.9% | Added |
| Assenagon Asset Management S.A. | 1,498,961 | $110.9M | 0.20% | +360,692+31.7% | Added |
| Manufacturers Life Insurance Company, The | 1,594,963 | $118.0M | 0.10% | −440,605−21.6% | Reduced |
| Equity Investment Corp | 1,604,807 | $118.8M | 2.78% | −35,350−2.2% | Reduced |
| Liontrust Investment Partners LLP | 1,667,606 | $123.4M | 1.79% | −55,426−3.2% | Reduced |
| Parnassus Investments | 1,695,164 | $125.5M | 0.28% | +5300.0% | Added |
| Neuberger Berman Group LLC | 1,705,237 | $126.2M | 0.10% | +1,384,098+431.0% | Added |
| Azora Capital LP | 1,734,159 | $128.3M | 5.76% | +1,547,155+827.3% | Added |
| CapitalatWork S.A. | 1,740,259 | $128.8M | 4.16% | −14,304−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,795,392 | $131.1M | 0.24% | −39,233−2.1% | Reduced |
| North Peak Capital Management, LLC | 1,857,896 | $137.5M | 18.21% | −39,259−2.1% | Reduced |
| Truist Financial Corp | 1,901,708 | $140.7M | 0.22% | +59,361+3.2% | Added |
| AustralianSuper Pty Ltd | 1,905,316 | $141.0M | 0.67% | +197,545+11.6% | Added |
| Thrivent Financial for Lutherans | 1,910,382 | $141.6M | 0.27% | −509,504−21.1% | Reduced |
| Bank of Montreal | 2,036,863 | $150.7M | 0.08% | −42,977−2.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,938,786 | $152.4M | 0.47% | +141,254+7.9% | Added |