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 |
|---|---|---|---|---|---|
| CapitalatWork S.A. | 1,740,259 | $128.8M | 4.16% | −14,304−0.8% | Reduced |
| Azora Capital LP | 1,734,159 | $128.3M | 5.76% | +1,547,155+827.3% | Added |
| Neuberger Berman Group LLC | 1,705,237 | $126.2M | 0.10% | +1,384,098+431.0% | Added |
| Parnassus Investments | 1,695,164 | $125.5M | 0.28% | +5300.0% | Added |
| Liontrust Investment Partners LLP | 1,667,606 | $123.4M | 1.79% | −55,426−3.2% | Reduced |
| Equity Investment Corp | 1,604,807 | $118.8M | 2.78% | −35,350−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,594,963 | $118.0M | 0.10% | −440,605−21.6% | Reduced |
| Assenagon Asset Management S.A. | 1,498,961 | $110.9M | 0.20% | +360,692+31.7% | Added |
| State Board of Administration of Florida Retirement System | 1,465,672 | $108.5M | 0.21% | +13,513+0.9% | Added |
| Blair William & Co | 1,430,811 | $105.9M | 0.31% | −122,166−7.9% | Reduced |
| Two Sigma Advisers, LP | 1,419,695 | $105.1M | 0.24% | +79,700+5.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,397,739 | $103.4M | 0.18% | −10,400−0.7% | Reduced |
| National Bank of Canada | 1,388,493 | $102.8M | 0.13% | +619,779+80.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,363,800 | $100.9M | 0.89% | +13,000+1.0% | Added |
| Natixis Advisors, L.P. | 1,305,759 | $96.6M | 0.18% | +16,598+1.3% | Added |
| Squarepoint Ops LLC | 1,297,982 | $96.1M | 0.25% | −263,724−16.9% | Reduced |
| Qube Research & Technologies Ltd | 1,286,713 | $95.2M | 0.16% | −330,053−20.4% | Reduced |
| Bank of Nova Scotia | 1,271,724 | $94.1M | 0.16% | +205,662+19.3% | Added |
| New York State Teachers Retirement System | 1,262,384 | $93.4M | 0.20% | −31,030−2.4% | Reduced |
| LPL Financial LLC | 1,258,510 | $93.1M | 0.04% | +55,118+4.6% | Added |
| Ninety One UK Ltd | 1,257,353 | $93.1M | 0.25% | −161,324−11.4% | Reduced |
| SEI Investments Co | 1,254,510 | $92.8M | 0.12% | +151,778+13.8% | Added |
| Capital International Investors | 1,206,172 | $89.3M | 0.02% | +79,082+7.0% | Added |
| Los Angeles Capital Management LLC | 1,188,624 | $88.0M | 0.36% | +1,180,163+13,948.3% | Added |
| Royal London Asset Management Ltd | 1,186,342 | $87.8M | 0.21% | +3,434+0.3% | Added |
| Standard Life Aberdeen plc | 1,178,051 | $87.0M | 0.16% | −81,367−6.5% | Reduced |
| Retirement Systems of Alabama | 1,173,108 | $86.8M | 0.32% | +61,353+5.5% | Added |
| Great West Life Assurance Co | 1,152,760 | $85.3M | 0.15% | −15,016−1.3% | Reduced |
| Citigroup Inc | 1,148,467 | $85.0M | 0.08% | −212,335−15.6% | Reduced |
| Korea Investment CORP | 1,136,015 | $84.1M | 0.20% | +311,547+37.8% | Added |
| Cercano Management LLC | 1,135,480 | $84.0M | 2.14% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,112,705 | $82.4M | 0.16% | +1,112,705 | New |
| Mairs & Power Inc | 1,097,556 | $81.2M | 0.79% | −120,727−9.9% | Reduced |
| Renaissance Technologies LLC | 1,087,041 | $80.5M | 0.12% | +147,852+15.7% | Added |
| Cerity Partners LLC | 1,080,580 | $78.1M | 0.17% | −6,036−0.6% | Reduced |
| Crawford Investment Counsel Inc | 1,055,457 | $78.1M | 1.40% | −31,833−2.9% | Reduced |
| APG Asset Management N.V. | 1,087,154 | $77.7M | 0.22% | +904,430+495.0% | Added |
| Clarkston Capital Partners, LLC | 1,017,095 | $75.3M | 1.44% | −4,517−0.4% | Reduced |
| Summitry LLC | 1,016,139 | $75.2M | 3.68% | +10,673+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 992,019 | $73.4M | 0.14% | +54,716+5.8% | Added |
| Pictet Asset Management Holding SA | 987,210 | $73.1M | 0.08% | +165,312+20.1% | Added |
| Danske Bank A/S | 984,891 | $72.9M | 0.22% | +317,432+47.6% | 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 |
| Aviva PLC | 959,934 | $71.0M | 0.18% | +411,437+75.0% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 947,927 | $70.2M | 2.56% | +12,155+1.3% | Added |
| Glenmede Trust Co NA | 942,256 | $69.7M | 0.36% | −39,900−4.1% | Reduced |
| Russell Investments Group, Ltd. | 938,835 | $69.5M | 0.10% | +187,260+24.9% | Added |
| STRS Ohio | 938,649 | $69.5M | 0.28% | +32,628+3.6% | Added |
| State of Wisconsin Investment Board | 937,704 | $69.4M | 0.18% | +40,124+4.5% | Added |
| Thornburg Investment Management Inc | 936,351 | $69.3M | 0.92% | −57,465−5.8% | Reduced |
| Walleye Capital LLC | 933,626 | $69.1M | 0.66% | +864,162+1,244.0% | Added |
| FIL Ltd | 923,000 | $68.3M | 0.06% | +566,591+159.0% | Added |
| Par Capital Management Inc | 905,000 | $67.0M | 1.98% | −395,000−30.4% | Reduced |
| Premier Fund Managers Ltd | 900,000 | $66.5M | 2.37% | 00.0% | Unchanged |
| Ossiam | 893,423 | $66.1M | 1.14% | −1,356,081−60.3% | Reduced |
| Point72 Asset Management, L.P. | 887,137 | $65.7M | 0.18% | +887,137 | New |
| Bristol John W & Co Inc | 885,706 | $65.6M | 1.08% | −21,195−2.3% | Reduced |
| Stifel Financial Corp | 841,874 | $62.3M | 0.06% | −4,623−0.5% | Reduced |
| CI Private Wealth, LLC | 837,432 | $61.9M | 0.10% | +201,752+31.7% | Added |
| Prudential Financial Inc | 813,561 | $60.2M | 0.08% | −106,131−11.5% | Reduced |
| Holocene Advisors, LP | 802,486 | $59.4M | 0.19% | +568,970+243.7% | Added |
| Central Securities Corp | 800,000 | $59.2M | 5.65% | 00.0% | Unchanged |
| Barr E S & Co | 798,079 | $59.1M | 3.49% | −496−0.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 797,335 | $59.0M | 0.18% | −16,543−2.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 788,005 | $58.3M | 1.27% | +230,785+41.4% | Added |
| Becker Capital Management Inc | 778,106 | $57.6M | 1.88% | −6,428−0.8% | Reduced |
| Paralel Advisors LLC | 750,000 | $55.5M | 2.37% | 00.0% | Unchanged |
| Ami Asset Management Corp | 746,395 | $55.2M | 2.94% | −16,323−2.1% | Reduced |
| Snyder Capital Management L P | 730,267 | $54.0M | 1.13% | −169,145−18.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 731,447 | $54.0M | 0.09% | −9,145−1.2% | Reduced |
| Storebrand Asset Management AS | 721,724 | $53.4M | 0.16% | +94,773+15.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 720,329 | $53.3M | 0.13% | +40,208+5.9% | Added |
| HughesLittle Investment Management Ltd. | 675,890 | $50.0M | 9.47% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 674,166 | $49.9M | 0.19% | +4,880+0.7% | Added |
| Aureus Asset Management, LLC | 667,855 | $49.4M | 3.19% | −14,281−2.1% | Reduced |
| Two Sigma Investments, LP | 662,242 | $49.0M | 0.11% | +151,261+29.6% | Added |
| Crestwood Advisors Group LLC | 658,815 | $48.8M | 0.91% | −7,516−1.1% | Reduced |
| Susquehanna International Group, LLP | 644,831 | $47.7M | 0.07% | +418,552+185.0% | Added |
| Asset Management One Co.,Ltd. | 637,957 | $47.7M | 0.16% | +43,308+7.3% | Added |
| Teewinot Capital Advisers, L.L.C. | 636,602 | $47.1M | 4.81% | −140,186−18.0% | Reduced |
| Public Employees Retirement System of Ohio | 633,736 | $46.9M | 0.16% | −31,375−4.7% | Reduced |
| Schroder Investment Management Group | 630,922 | $46.6M | 0.04% | +57,684+10.1% | Added |
| Swedbank AB | 624,421 | $46.2M | 0.06% | +19,160+3.2% | Added |
| Cubist Systematic Strategies, LLC | 621,891 | $46.0M | 0.75% | −199,384−24.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 618,033 | $45.7M | 0.13% | +76,954+14.2% | Added |
| CORDA Investment Management, LLC. | 616,604 | $45.6M | 3.64% | −13,826−2.2% | Reduced |
| Moore Capital Management, LP | 615,664 | $45.6M | 0.85% | +615,664 | New |
| Provident Investment Management, Inc. | 611,142 | $45.2M | 4.32% | −12,630−2.0% | Reduced |
| Allianz Asset Management GmbH | 610,100 | $45.2M | 0.07% | +17,699+3.0% | Added |
| Sandhill Capital Partners LLC | 603,216 | $44.6M | 3.50% | −184,149−23.4% | Reduced |
| MML Investors Services, LLC | 597,659 | $44.2M | 0.15% | +12,351+2.1% | Added |
| Bowen Hanes & Co Inc | 595,931 | $44.1M | 1.18% | +477,277+402.2% | Added |
| Mn Services Vermogensbeheer B.V. | 595,800 | $44.1M | 0.30% | +11,100+1.9% | Added |
| State of New Jersey Common Pension Fund D | 588,043 | $43.5M | 0.18% | +31,541+5.7% | Added |
| Ariel Investments, LLC | 580,800 | $43.0M | 0.46% | −89,191−13.3% | Reduced |
| Victory Capital Management Inc | 569,648 | $42.2M | 0.04% | −7,924−1.4% | Reduced |
| Janney Montgomery Scott LLC | 569,493 | $42.1M | 0.12% | −13,212−2.3% | Reduced |
| TD Asset Management Inc | 565,052 | $41.8M | 0.04% | +18,866+3.5% | Added |
| Pinebridge Investments, L.P. | 564,608 | $41.8M | 0.32% | +564,608 | New |