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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 2,168,868 | $169.8M | 2.63% | −87,018−3.9% | Reduced |
| North Peak Capital Management, LLC | 2,108,769 | $165.1M | 20.40% | +250,873+13.5% | Added |
| KBC Group NV | 2,090,439 | $163.6M | 0.51% | −47,594−2.2% | Reduced |
| Thrivent Financial for Lutherans | 2,077,799 | $162.6M | 0.36% | +167,417+8.8% | Added |
| Two Sigma Investments, LP | 1,946,202 | $152.3M | 0.33% | +1,283,960+193.9% | Added |
| Bank of Montreal | 1,885,171 | $147.6M | 0.08% | −151,692−7.4% | Reduced |
| Mondrian Investment Partners LTD | 1,868,430 | $146.3M | 2.50% | −119,501−6.0% | Reduced |
| Alyeska Investment Group, L.P. | 1,842,082 | $144.2M | 0.58% | +1,842,082 | New |
| Truist Financial Corp | 1,830,654 | $143.3M | 0.23% | −71,054−3.7% | Reduced |
| CapitalatWork S.A. | 1,736,485 | $135.9M | 4.41% | −3,774−0.2% | Reduced |
| National Bank of Canada | 1,679,441 | $131.5M | 0.15% | +290,948+21.0% | Added |
| CIBC Private Wealth Group, LLC | 1,857,721 | $129.9M | 0.27% | +62,329+3.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,652,317 | $129.3M | 0.29% | −850,683−34.0% | Reduced |
| Russell Investments Group, Ltd. | 1,628,057 | $127.4M | 0.18% | +689,222+73.4% | Added |
| SEI Investments Co | 1,626,212 | $127.3M | 0.16% | +371,702+29.6% | Added |
| Azora Capital LP | 1,619,583 | $126.8M | 8.61% | −114,576−6.6% | Reduced |
| Liontrust Investment Partners LLP | 1,603,901 | $125.6M | 1.96% | −63,705−3.8% | Reduced |
| Equity Investment Corp | 1,563,592 | $122.4M | 2.74% | −41,215−2.6% | Reduced |
| Freestone Grove Partners LP | 1,556,409 | $121.8M | 1.26% | +1,217,123+358.7% | Added |
| State Board of Administration of Florida Retirement System | 1,554,542 | $121.7M | 0.24% | +88,870+6.1% | Added |
| Natixis Advisors, L.P. | 1,547,432 | $121.1M | 0.22% | +241,673+18.5% | Added |
| Intermede Investment Partners Ltd | 1,542,934 | $120.8M | 3.80% | +1,542,934 | New |
| Danske Bank A/S | 1,448,792 | $113.4M | 0.35% | +463,901+47.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,425,125 | $111.6M | 2.01% | +1,425,125 | New |
| Capital International Investors | 1,376,978 | $107.8M | 0.02% | +170,806+14.2% | Added |
| Manufacturers Life Insurance Company, The | 1,372,309 | $107.4M | 0.10% | −222,654−14.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,364,800 | $106.8M | 0.95% | +1,000+0.1% | Added |
| AustralianSuper Pty Ltd | 1,362,315 | $106.6M | 0.60% | −543,001−28.5% | Reduced |
| LPL Financial LLC | 1,348,392 | $105.6M | 0.04% | +89,882+7.1% | Added |
| Ossiam | 1,348,199 | $105.5M | 1.47% | +454,776+50.9% | Added |
| Parnassus Investments | 1,307,324 | $102.3M | 0.25% | −387,840−22.9% | Reduced |
| Bank of Nova Scotia | 1,300,281 | $101.8M | 0.23% | +28,557+2.2% | Added |
| Korea Investment CORP | 1,283,191 | $100.4M | 0.24% | +147,176+13.0% | Added |
| Royal London Asset Management Ltd | 1,281,683 | $100.3M | 0.24% | +95,341+8.0% | Added |
| New York State Teachers Retirement System | 1,251,076 | $97.9M | 0.23% | −11,308−0.9% | Reduced |
| Great West Life Assurance Co | 1,247,313 | $97.8M | 0.17% | +94,553+8.2% | Added |
| Retirement Systems of Alabama | 1,206,039 | $94.4M | 0.37% | +32,931+2.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,181,563 | $92.5M | 0.19% | +68,858+6.2% | Added |
| Holocene Advisors, LP | 1,152,662 | $90.2M | 0.27% | +350,176+43.6% | Added |
| Cercano Management LLC | 1,135,480 | $88.9M | 2.61% | 00.0% | Unchanged |
| Junto Capital Management LP | 1,132,385 | $88.6M | 2.03% | +1,132,385 | New |
| Aviva PLC | 1,122,790 | $87.9M | 0.21% | +162,856+17.0% | Added |
| FIL Ltd | 1,103,616 | $86.4M | 0.08% | +180,616+19.6% | Added |
| Cerity Partners LLC | 1,108,183 | $85.4M | 0.18% | +27,603+2.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,087,355 | $85.1M | 0.16% | +95,336+9.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,044,738 | $81.8M | 0.22% | +775,456+288.0% | Added |
| Ninety One UK Ltd | 1,044,304 | $81.7M | 0.23% | −213,049−16.9% | Reduced |
| Crawford Investment Counsel Inc | 1,037,881 | $81.2M | 1.44% | −17,576−1.7% | Reduced |
| Pictet Asset Management Holding SA | 1,034,454 | $81.0M | 0.09% | +47,244+4.8% | Added |
| Summitry LLC | 1,029,545 | $80.6M | 4.07% | +13,406+1.3% | Added |
| APG Asset Management N.V. | 1,106,881 | $80.2M | 0.25% | +19,727+1.8% | Added |
| Bain Capital Public Equity Management II, LLC | 1,016,931 | $79.6M | 6.30% | +1,016,931 | New |
| Standard Life Aberdeen plc | 1,019,623 | $79.4M | 0.15% | −158,428−13.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 995,600 | $77.9M | 0.69% | +920,300+1,222.2% | Added |
| State of Wisconsin Investment Board | 992,582 | $77.7M | 0.20% | +54,878+5.9% | Added |
| STRS Ohio | 967,300 | $75.7M | 0.32% | +28,651+3.1% | Added |
| Madison Asset Management, LLC | 957,641 | $75.0M | 0.84% | −3,798−0.4% | Reduced |
| Glenmede Trust Co NA | 957,596 | $75.0M | 0.40% | +15,340+1.6% | Added |
| Marshall Wace, LLP | 956,864 | $74.9M | 0.10% | −3,224,338−77.1% | Reduced |
| Burkehill Global Management, LP | 950,000 | $74.4M | 5.53% | +950,000 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 949,066 | $74.3M | 2.74% | +1,139+0.1% | Added |
| Schroder Investment Management Group | 940,501 | $73.2M | 0.07% | +309,579+49.1% | Added |
| Stifel Financial Corp | 934,833 | $73.2M | 0.08% | +92,959+11.0% | Added |
| Clarkston Capital Partners, LLC | 915,334 | $71.7M | 1.41% | −101,761−10.0% | Reduced |
| Prudential Financial Inc | 914,455 | $71.6M | 0.10% | +100,894+12.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 909,148 | $71.2M | 0.23% | +111,813+14.0% | Added |
| Par Capital Management Inc | 905,000 | $70.8M | 2.38% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 901,559 | $70.6M | 0.99% | −34,792−3.7% | Reduced |
| Premier Fund Managers Ltd | 900,362 | $70.0M | 2.62% | +3620.0% | Added |
| Toronto Dominion Bank | 889,350 | $69.6M | 0.18% | −184,604,137−99.5% | Reduced |
| Bristol John W & Co Inc | 866,853 | $67.9M | 1.16% | −18,853−2.1% | Reduced |
| Blair William & Co | 863,837 | $67.6M | 0.20% | −566,974−39.6% | Reduced |
| Jane Street Group, LLC | 855,022 | $66.9M | 0.12% | +471,065+122.7% | Added |
| Walleye Capital LLC | 841,336 | $65.9M | 0.73% | −92,290−9.9% | Reduced |
| CI Private Wealth, LLC | 807,304 | $63.2M | 0.10% | −30,128−3.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 806,385 | $63.1M | 1.51% | +18,380+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 809,616 | $62.9M | 0.11% | +78,169+10.7% | Added |
| Central Securities Corp | 800,000 | $62.6M | 5.96% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 797,000 | $62.4M | 0.57% | +797,000 | New |
| Barr E S & Co | 794,700 | $62.2M | 3.78% | −3,379−0.4% | Reduced |
| Storebrand Asset Management AS | 772,195 | $60.4M | 0.20% | +50,471+7.0% | Added |
| Carnegie Capital Asset Management, LLC | 819,853 | $60.4M | 1.43% | +364,194+79.9% | Added |
| HughesLittle Investment Management Ltd. | 765,460 | $59.9M | 12.49% | +89,570+13.3% | Added |
| Treasurer of the State of North Carolina | 758,538 | $59.4M | 0.24% | +84,372+12.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 756,527 | $59.2M | 0.15% | +36,198+5.0% | Added |
| Becker Capital Management Inc | 756,186 | $59.2M | 1.95% | −21,920−2.8% | Reduced |
| Paralel Advisors LLC | 750,000 | $58.7M | 2.44% | 00.0% | Unchanged |
| TD Asset Management Inc | 747,162 | $58.5M | 0.05% | +182,110+32.2% | Added |
| Snyder Capital Management L P | 732,780 | $57.4M | 1.25% | +2,513+0.3% | Added |
| Asset Management One Co.,Ltd. | 729,109 | $57.1M | 0.20% | +91,152+14.3% | Added |
| Ami Asset Management Corp | 722,571 | $56.6M | 3.31% | −23,824−3.2% | Reduced |
| Renaissance Technologies LLC | 720,641 | $56.4M | 0.09% | −366,400−33.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 686,735 | $53.8M | 0.15% | +68,702+11.1% | Added |
| Delta Global Management LP | 685,802 | $53.7M | 3.87% | +138,120+25.2% | Added |
| Credit Agricole S A | 683,027 | $53.5M | 0.20% | +192,002+39.1% | Added |
| Public Employees Retirement System of Ohio | 681,602 | $53.4M | 0.19% | +47,866+7.6% | Added |
| CIBC World Markets Inc. | 669,881 | $52.4M | 0.12% | +457,304+215.1% | Added |
| Aureus Asset Management, LLC | 664,275 | $52.0M | 3.64% | −3,580−0.5% | Reduced |
| Crestwood Advisors Group LLC | 640,928 | $50.2M | 0.95% | −17,887−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 633,880 | $49.7M | 0.25% | +287,642+83.1% | Added |