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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 2,092,544 | $154.9M | 0.14% | +382,009+22.3% | Added |
| New York State Common Retirement Fund | 2,104,597 | $155.8M | 0.21% | −268,626−11.3% | Reduced |
| Beck Mack & Oliver LLC | 2,123,211 | $157.1M | 2.91% | +29,993+1.4% | Added |
| KBC Group NV | 2,138,033 | $158.2M | 0.44% | +1,392,255+186.7% | Added |
| Mondrian Investment Partners LTD | 1,987,931 | $164.4M | 2.72% | +138,085+7.5% | Added |
| Wellington Management Group LLP | 2,226,468 | $164.8M | 0.03% | −690,520−23.7% | Reduced |
| Sterling Capital Management LLC | 2,255,886 | $167.0M | 2.29% | +16,041+0.7% | Added |
| US Bancorp | 2,435,414 | $180.2M | 0.24% | +90,985+3.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,438,438 | $181.5M | 0.18% | +241,685+11.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,503,000 | $185.2M | 0.40% | +1,100,600+78.5% | Added |
| California State Teachers Retirement System | 2,507,712 | $185.6M | 0.22% | +98,183+4.1% | Added |
| Veritas Asset Management LLP | 2,508,436 | $185.6M | 1.73% | +2,508,436 | New |
| Raymond James Financial Inc | 2,564,401 | $189.8M | 0.07% | +2,564,401 | New |
| Fort Washington Investment Advisors Inc | 2,593,011 | $191.9M | 1.15% | +71,465+2.8% | Added |
| Wells Fargo & Company | 2,729,821 | $202.0M | 0.05% | −195,380−6.7% | Reduced |
| Cooke & Bieler LP | 2,738,577 | $202.7M | 1.95% | −135,910−4.7% | Reduced |
| Rhumbline Advisers | 2,773,578 | $205.3M | 0.18% | −66,851−2.4% | Reduced |
| Canada Pension Plan Investment Board | 2,798,592 | $207.1M | 0.20% | +700,701+33.4% | Added |
| National Pension Service | 2,812,301 | $208.1M | 0.20% | +4650.0% | Added |
| California Public Employees Retirement System | 2,836,381 | $209.9M | 0.14% | −139,010−4.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,928,033 | $216.7M | 0.23% | −117,254−3.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,931,793 | $217.0M | 1.06% | +510,085+21.1% | Added |
| D. E. Shaw & Co., Inc. | 3,001,808 | $222.2M | 0.24% | +614,655+25.7% | Added |
| American Century Companies Inc | 3,033,956 | $224.5M | 0.13% | −896,385−22.8% | Reduced |
| Barclays PLC | 3,116,400 | $230.6M | 0.11% | −2,411,665−43.6% | Reduced |
| Farallon Capital Management, L.L.C. | 3,169,000 | $234.5M | 1.24% | +3,169,000 | New |
| First Eagle Investment Management, LLC | 3,175,717 | $235.0M | 0.53% | −392,250−11.0% | Reduced |
| Newlands Management Operations LLC | 3,196,166 | $236.5M | 1.49% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,205,887 | $237.3M | 0.30% | −26,849−0.8% | Reduced |
| PointState Capital LP | 3,206,059 | $237.3M | 5.39% | +3,206,059 | New |
| Route One Investment Company, L.P. | 3,273,943 | $242.3M | 9.47% | −438,900−11.8% | Reduced |
| Timucuan Asset Management Inc | 3,279,993 | $242.8M | 7.43% | +6510.0% | Added |
| Findlay Park Partners LLP | 3,347,769 | $247.8M | 2.46% | +531,281+18.9% | Added |
| HSBC Holdings PLC | 3,467,958 | $256.6M | 0.16% | +346,380+11.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,541,413 | $262.1M | 0.18% | +194,807+5.8% | Added |
| RPTC Inc. | 3,822,501 | $282.9M | 57.63% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,941,985 | $291.7M | 0.23% | +1,497,277+61.2% | Added |
| Lord, Abbett & Co. LLC | 4,045,852 | $299.4M | 0.95% | +78,021+2.0% | Added |
| Clearbridge Investments, LLC | 4,062,247 | $300.6M | 0.24% | +1,888,426+86.9% | Added |
| Marshall Wace, LLP | 4,181,202 | $309.5M | 0.39% | +3,684,640+742.0% | Added |
| Primecap Management Co | 4,252,350 | $314.7M | 0.24% | +3,216,000+310.3% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 4,510,020 | $333.8M | 1.12% | +4,510,020 | New |
| London Co of Virginia | 4,561,103 | $337.6M | 1.84% | −224,055−4.7% | Reduced |
| Amundi | 4,651,557 | $339.6M | 0.12% | −1,434,301−23.6% | Reduced |
| Provident Trust Co | 4,646,078 | $343.9M | 5.95% | +322,390+7.5% | Added |
| Brown Advisory Inc | 4,696,332 | $347.6M | 0.44% | −99,617−2.1% | Reduced |
| Fiduciary Management Inc | 4,780,518 | $353.8M | 3.30% | −252,349−5.0% | Reduced |
| Dimensional Fund Advisors LP | 4,855,064 | $359.3M | 0.09% | −23,897−0.5% | Reduced |
| Yacktman Asset Management LP | 4,874,070 | $360.7M | 4.22% | −530,211−9.8% | Reduced |
| UBS Group AG | 5,264,968 | $389.7M | 0.09% | +769,769+17.1% | Added |
| Deutsche Bank AG | 5,275,027 | $390.4M | 0.15% | −1,283,253−19.6% | Reduced |
| Envestnet Asset Management Inc | 5,429,817 | $401.9M | 0.13% | +72,095+1.3% | Added |
| Ensign Peak Advisors, Inc | 5,727,243 | $423.9M | 0.75% | −99,001−1.7% | Reduced |
| Millennium Management LLC | 5,941,905 | $439.8M | 0.38% | +4,291,866+260.1% | Added |
| Arrowstreet Capital, Limited Partnership | 6,217,799 | $460.2M | 0.37% | +2,962,878+91.0% | Added |
| Royal Bank of Canada | 6,269,509 | $464.0M | 0.10% | −786,923−11.2% | Reduced |
| Principal Financial Group Inc | 6,370,445 | $471.5M | 0.26% | −303,456−4.5% | Reduced |
| Nuveen Asset Management, LLC | 6,410,491 | $474.4M | 0.13% | −6,633,066−50.9% | Reduced |
| Janus Henderson Group PLC | 6,482,921 | $479.8M | 0.24% | −140,466−2.1% | Reduced |
| Baird Financial Group, Inc. | 6,513,683 | $482.1M | 0.92% | +214,696+3.4% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 6,903,480 | $510.9M | 8.67% | −546,806−7.3% | Reduced |
| Bamco Inc | 7,217,828 | $534.2M | 1.38% | −51,452−0.7% | Reduced |
| Lazard Asset Management LLC | 7,455,753 | $551.8M | 0.81% | −1,464,107−16.4% | Reduced |
| Legal & General Group Plc | 8,018,664 | $593.5M | 0.16% | −96,571−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 8,133,490 | $602.0M | 0.11% | +239,968+3.0% | Added |
| Allen Investment Management LLC | 8,237,414 | $609.7M | 7.04% | −257,193−3.0% | Reduced |
| Goldman Sachs Group Inc | 8,297,936 | $614.1M | 0.12% | −1,008,141−10.8% | Reduced |
| FMR LLC | 9,700,013 | $717.9M | 0.04% | +3,974,940+69.4% | Added |
| Ameriprise Financial Inc | 9,723,150 | $719.6M | 0.18% | +493,126+5.3% | Added |
| Bank of New York Mellon Corp | 10,438,852 | $772.6M | 0.14% | +60,683+0.6% | Added |
| Flossbach Von Storch AG | 10,734,076 | $794.4M | 3.16% | −816,685−7.1% | Reduced |
| UBS Asset Management Americas Inc | 11,653,684 | $862.5M | 0.20% | +2,511,082+27.5% | Added |
| Bank of America Corp | 13,391,307 | $991.1M | 0.09% | −6,089,279−31.3% | Reduced |
| Generation Investment Management LLP | 13,493,957 | $998.7M | 5.21% | +1,314,191+10.8% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 14,658,944 | $1.08B | 3.51% | +12,318,988+526.5% | Added |
| Alliancebernstein L.P. | 14,760,450 | $1.09B | 0.37% | −642,412−4.2% | Reduced |
| Invesco Ltd. | 14,842,544 | $1.10B | 0.20% | +430,250+3.0% | Added |
| Northern Trust Corp | 15,739,917 | $1.16B | 0.16% | +1,864,286+13.4% | Added |
| Norges Bank | 17,423,916 | $1.29B | 0.17% | −834,527−4.6% | Reduced |
| Artisan Partners Limited Partnership | 18,138,435 | $1.34B | 2.07% | +5600.0% | Added |
| Fisher Asset Management, LLC | 20,455,266 | $1.51B | 0.60% | +265,708+1.3% | Added |
| Massachusetts Financial Services Co | 21,996,773 | $1.63B | 0.51% | −6,682,532−23.3% | Reduced |
| Morgan Stanley | 22,421,814 | $1.66B | 0.12% | −343,045−1.5% | Reduced |
| Franklin Resources Inc | 24,206,064 | $1.79B | 0.50% | −55,170−0.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 27,689,365 | $2.05B | 2.70% | −538,432−1.9% | Reduced |
| Geode Capital Management, LLC | 30,901,484 | $2.28B | 0.18% | +760,043+2.5% | Added |
| JPMorgan Chase & Co | 49,064,459 | $3.63B | 0.29% | +757,395+1.6% | Added |
| State Street Corp | 63,441,530 | $4.70B | 0.19% | +1,365,083+2.2% | Added |
| Price T Rowe Associates Inc | 73,094,736 | $5.41B | 0.62% | −14,719,244−16.8% | Reduced |
| Dodge & Cox | 89,369,528 | $6.61B | 3.85% | −218,310−0.2% | Reduced |
| BlackRock, Inc. | 104,845,114 | $7.76B | 0.16% | +1,067,692+1.0% | Added |
| Vanguard Group Inc | 128,578,230 | $9.52B | 0.17% | +1,187,384+0.9% | Added |
| Toronto Dominion Bank | 185,493,487 | $13.7B | 26.20% | +68,0960.0% | Added |
| Theleme Partners LLP | 0 | $0 | 0.00% | −4,202,505−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −3,619,657−100.0% | Sold out |
| Darsana Capital Partners LP | 0 | $0 | 0.00% | −3,000,000−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −730,537−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −609,737−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −254,444−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −206,515−100.0% | Sold out |