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, Q1 2025
Institutional positions in Schwab Charles Corp as of Mar 31, 2025. 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
- 2,030
- +77 vs. Q4 2024
- Shares held
- 1.52B
- +33.2M (+2.2%) vs. Q4 2024
- Total value
- $119.1B
- +$8.87B (+8.0%) vs. Q4 2024
- New holders
- 214
- 893 more added
- Sold out
- 137
- 669 more reduced
40 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 148,395,252 | $11.6B | 0.21% | +19,817,022+15.4% | Added |
| BlackRock, Inc. | 122,859,627 | $9.62B | 0.20% | +18,014,513+17.2% | Added |
| Dodge & Cox | 88,750,655 | $6.95B | 3.96% | −618,873−0.7% | Reduced |
| Price T Rowe Associates Inc | 82,048,984 | $6.42B | 0.79% | +8,954,248+12.3% | Added |
| State Street Corp | 71,933,290 | $5.63B | 0.23% | +8,491,760+13.4% | Added |
| JPMorgan Chase & Co | 54,160,220 | $4.24B | 0.32% | +5,095,761+10.4% | Added |
| Geode Capital Management, LLC | 36,342,807 | $2.84B | 0.22% | +5,441,323+17.6% | Added |
| FMR LLC | 31,978,690 | $2.50B | 0.16% | +22,278,677+229.7% | Added |
| Franklin Resources Inc | 29,220,312 | $2.29B | 0.66% | +5,014,248+20.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 27,612,443 | $2.16B | 3.63% | −76,922−0.3% | Reduced |
| Norges Bank | 24,150,274 | $1.89B | 0.27% | +6,726,358+38.6% | Added |
| Morgan Stanley | 21,431,709 | $1.68B | 0.12% | −990,105−4.4% | Reduced |
| Fisher Asset Management, LLC | 21,165,163 | $1.66B | 0.72% | +709,897+3.5% | Added |
| Massachusetts Financial Services Co | 20,527,113 | $1.61B | 0.53% | −1,469,660−6.7% | Reduced |
| Citadel Advisors LLC | 20,502,737 | $1.60B | 1.57% | +18,410,193+879.8% | Added |
| Artisan Partners Limited Partnership | 17,749,859 | $1.39B | 2.25% | −388,576−2.1% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 17,716,717 | $1.39B | 4.41% | +3,057,773+20.9% | Added |
| Northern Trust Corp | 17,440,301 | $1.37B | 0.20% | +1,700,384+10.8% | Added |
| Alliancebernstein L.P. | 17,115,759 | $1.34B | 0.48% | +2,355,309+16.0% | Added |
| Bank of America Corp | 15,979,432 | $1.25B | 0.11% | +2,588,125+19.3% | Added |
| Invesco Ltd. | 15,586,450 | $1.22B | 0.23% | +743,906+5.0% | Added |
| Wellington Management Group LLP | 15,488,777 | $1.21B | 0.23% | +13,262,309+595.7% | Added |
| Generation Investment Management LLP | 14,327,559 | $1.12B | 6.77% | +833,602+6.2% | Added |
| Primecap Management Co | 14,002,078 | $1.10B | 0.91% | +9,749,728+229.3% | Added |
| UBS Asset Management Americas Inc | 12,833,440 | $1.00B | 0.26% | +1,179,756+10.1% | Added |
| Bank of New York Mellon Corp | 11,056,953 | $865.5M | 0.17% | +618,101+5.9% | Added |
| Flossbach Von Storch AG | 10,810,644 | $846.3M | 3.67% | +76,568+0.7% | Added |
| UBS Group AG | 10,141,131 | $793.8M | 0.18% | +4,876,163+92.6% | Added |
| Ameriprise Financial Inc | 9,762,382 | $764.7M | 0.21% | +39,232+0.4% | Added |
| Charles Schwab Investment Management Inc | 9,357,890 | $732.5M | 0.14% | +1,224,400+15.1% | Added |
| Legal & General Group Plc | 8,678,596 | $679.4M | 0.18% | +659,932+8.2% | Added |
| Allen Investment Management LLC | 8,208,961 | $642.6M | 7.50% | −28,453−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 7,917,642 | $619.8M | 0.74% | +4,915,834+163.8% | Added |
| Goldman Sachs Group Inc | 7,852,679 | $614.7M | 0.12% | −445,257−5.4% | Reduced |
| Lazard Asset Management LLC | 7,425,761 | $581.3M | 0.89% | −29,992−0.4% | Reduced |
| Bamco Inc | 7,224,168 | $565.5M | 1.66% | +6,340+0.1% | Added |
| Baird Financial Group, Inc. | 6,904,327 | $540.5M | 1.04% | +390,644+6.0% | Added |
| Millennium Management LLC | 6,848,198 | $536.1M | 0.52% | +906,293+15.3% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 6,761,375 | $529.3M | 9.61% | −142,105−2.1% | Reduced |
| Janus Henderson Group PLC | 6,779,383 | $527.5M | 0.29% | +296,462+4.6% | Added |
| Principal Financial Group Inc | 6,550,544 | $512.8M | 0.29% | +180,099+2.8% | Added |
| Brown Advisory Inc | 6,454,052 | $505.2M | 0.72% | +1,757,720+37.4% | Added |
| Envestnet Asset Management Inc | 5,781,015 | $452.5M | 0.15% | +351,198+6.5% | Added |
| Amundi | 6,030,362 | $451.5M | 0.16% | +1,378,805+29.6% | Added |
| Nuveen, LLC | 5,629,779 | $440.7M | 0.14% | +5,629,779 | New |
| Dimensional Fund Advisors LP | 5,478,177 | $428.8M | 0.11% | +623,113+12.8% | Added |
| Balyasny Asset Management LLC | 5,296,129 | $414.6M | 1.04% | +5,104,063+2,657.5% | Added |
| Ensign Peak Advisors, Inc | 5,285,864 | $413.8M | 0.79% | −441,379−7.7% | Reduced |
| Deutsche Bank AG | 5,126,807 | $401.3M | 0.16% | −148,220−2.8% | Reduced |
| Boston Partners | 4,904,611 | $383.5M | 0.46% | +4,904,611 | New |
| Two Sigma Advisers, LP | 4,872,095 | $381.4M | 0.86% | +3,452,400+243.2% | Added |
| Royal Bank of Canada | 4,812,900 | $376.8M | 0.08% | −1,456,609−23.2% | Reduced |
| Yacktman Asset Management LP | 4,709,043 | $368.6M | 4.85% | −165,027−3.4% | Reduced |
| Clearbridge Investments, LLC | 4,652,755 | $364.2M | 0.32% | +590,508+14.5% | Added |
| Fiduciary Management Inc | 4,631,869 | $362.6M | 3.50% | −148,649−3.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,621,704 | $361.8M | 0.29% | −1,596,095−25.7% | Reduced |
| Provident Trust Co | 4,597,735 | $359.9M | 6.72% | −48,343−1.0% | Reduced |
| London Co of Virginia | 4,428,386 | $346.7M | 1.98% | −132,717−2.9% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 4,355,608 | $341.0M | 5.22% | +4,355,608 | New |
| Barclays PLC | 4,284,020 | $335.4M | 0.15% | +1,167,620+37.5% | Added |
| BNP Paribas Arbitrage, SA | 4,270,451 | $334.3M | 0.26% | +328,466+8.3% | Added |
| Lord, Abbett & Co. LLC | 4,152,408 | $325.1M | 1.16% | +106,556+2.6% | Added |
| HSBC Holdings PLC | 4,057,907 | $316.9M | 0.21% | +589,949+17.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,833,515 | $300.1M | 0.21% | +292,102+8.2% | Added |
| Farallon Capital Management, L.L.C. | 3,832,857 | $300.0M | 1.62% | +663,857+20.9% | Added |
| RPTC Inc. | 3,822,501 | $299.2M | 60.10% | 00.0% | Unchanged |
| American Century Companies Inc | 3,471,307 | $271.7M | 0.17% | +437,351+14.4% | Added |
| Findlay Park Partners LLP | 3,393,169 | $265.6M | 2.73% | +45,400+1.4% | Added |
| Route One Investment Company, L.P. | 3,373,943 | $264.1M | 11.01% | +100,000+3.1% | Added |
| Timucuan Asset Management Inc | 3,272,118 | $256.1M | 7.96% | −7,875−0.2% | Reduced |
| Los Angeles Capital Management LLC | 3,239,897 | $253.6M | 1.12% | +2,051,273+172.6% | Added |
| Newlands Management Operations LLC | 3,196,166 | $250.2M | 1.70% | 00.0% | Unchanged |
| National Pension Service | 3,147,416 | $246.4M | 0.24% | +335,115+11.9% | Added |
| California Public Employees Retirement System | 3,090,828 | $242.0M | 0.17% | +254,447+9.0% | Added |
| Rhumbline Advisers | 3,083,586 | $241.4M | 0.23% | +310,008+11.2% | Added |
| Macquarie Group Ltd | 3,070,936 | $240.4M | 0.30% | +2,713,394+758.9% | Added |
| PointState Capital LP | 3,060,536 | $239.6M | 5.24% | −145,523−4.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,051,717 | $238.9M | 0.22% | +613,279+25.2% | Added |
| Canada Pension Plan Investment Board | 2,964,077 | $232.0M | 0.23% | +165,485+5.9% | Added |
| Assenagon Asset Management S.A. | 2,951,680 | $231.1M | 0.41% | +1,452,719+96.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,921,030 | $228.7M | 0.27% | −7,003−0.2% | Reduced |
| Neuberger Berman Group LLC | 2,856,294 | $223.6M | 0.19% | +1,151,057+67.5% | Added |
| Wells Fargo & Company | 2,774,274 | $217.2M | 0.05% | +44,453+1.6% | Added |
| Kovitz Investment Group Partners, LLC | 2,681,809 | $209.9M | 1.05% | −249,984−8.5% | Reduced |
| Point72 Asset Management, L.P. | 2,654,931 | $207.8M | 0.58% | +1,767,794+199.3% | Added |
| Nordea Investment Management AB | 2,660,652 | $207.0M | 0.22% | +2,531,221+1,955.7% | Added |
| California State Teachers Retirement System | 2,643,301 | $206.9M | 0.26% | +135,589+5.4% | Added |
| Fort Washington Investment Advisors Inc | 2,598,783 | $203.4M | 1.25% | +5,772+0.2% | Added |
| New York State Common Retirement Fund | 2,505,407 | $196.1M | 0.29% | +400,810+19.0% | Added |
| Raymond James Financial Inc | 2,492,960 | $195.1M | 0.07% | −71,441−2.8% | Reduced |
| US Bancorp | 2,479,809 | $194.1M | 0.26% | +44,395+1.8% | Added |
| Van Eck Associates Corp | 2,476,236 | $193.8M | 0.25% | −729,651−22.8% | Reduced |
| Cooke & Bieler LP | 2,412,315 | $188.8M | 1.89% | −326,262−11.9% | Reduced |
| AQR Capital Management LLC | 2,358,310 | $182.7M | 0.19% | +2,061,332+694.1% | Added |
| Veritas Asset Management LLP | 2,293,473 | $179.5M | 1.81% | −214,963−8.6% | Reduced |
| Darsana Capital Partners LP | 2,250,000 | $176.1M | 5.12% | +2,250,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,206,206 | $172.3M | 0.56% | +267,420+13.8% | Added |
| Citigroup Inc | 2,190,253 | $171.5M | 0.13% | +1,041,786+90.7% | Added |
| Adage Capital Partners GP, L.L.C. | 2,184,039 | $171.0M | 0.32% | +786,300+56.3% | Added |
| Beck Mack & Oliver LLC | 2,171,570 | $170.0M | 3.40% | +48,359+2.3% | Added |