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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 631,379 | $49.4M | 0.12% | −666,603−51.4% | Reduced |
| Allianz Asset Management GmbH | 624,867 | $48.9M | 0.07% | +14,767+2.4% | Added |
| Provident Investment Management, Inc. | 623,607 | $48.8M | 4.60% | +12,465+2.0% | Added |
| MML Investors Services, LLC | 621,978 | $48.7M | 0.16% | +24,319+4.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 621,171 | $48.6M | 0.30% | +86,534+16.2% | Added |
| State of Tennessee, Treasury Department | 616,504 | $48.3M | 0.19% | +55,562+9.9% | Added |
| Mackenzie Financial Corp | 616,169 | $48.2M | 0.07% | +120,645+24.3% | Added |
| CORDA Investment Management, LLC. | 608,606 | $47.6M | 3.79% | −7,998−1.3% | Reduced |
| Sandhill Capital Partners LLC | 592,615 | $46.4M | 3.81% | −10,601−1.8% | Reduced |
| Hudson Bay Capital Management LP | 590,527 | $46.2M | 0.29% | +590,527 | New |
| KLP Kapitalforvaltning AS | 590,472 | $46.2M | 0.23% | +51,900+9.6% | Added |
| State of New Jersey Common Pension Fund D | 581,976 | $45.6M | 0.21% | −6,067−1.0% | Reduced |
| Coronation Fund Managers Ltd. | 560,863 | $43.9M | 2.38% | +53,673+10.6% | Added |
| Pinebridge Investments, L.P. | 560,372 | $43.9M | 0.36% | −4,236−0.8% | Reduced |
| Mariner, LLC | 559,803 | $43.8M | 0.07% | +37,262+7.1% | Added |
| Longaeva Partners L.P. | 559,300 | $43.8M | 24.79% | +559,300 | New |
| Rafferty Asset Management, LLC | 558,670 | $43.7M | 0.19% | +31,249+5.9% | Added |
| Ariel Investments, LLC | 558,167 | $43.7M | 0.51% | −22,633−3.9% | Reduced |
| Mount Capital Ltd | 556,678 | $43.6M | 14.04% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 556,333 | $43.5M | 0.25% | +78,665+16.5% | Added |
| Mn Services Vermogensbeheer B.V. | 551,600 | $43.2M | 0.33% | −44,200−7.4% | Reduced |
| Victory Capital Management Inc | 546,682 | $42.8M | 0.04% | −22,966−4.0% | Reduced |
| Nomura Asset Management Co Ltd | 535,834 | $41.9M | 0.13% | +64,956+13.8% | Added |
| Arizona State Retirement System | 534,488 | $41.8M | 0.27% | +71,513+15.4% | Added |
| Janney Montgomery Scott LLC | 531,424 | $41.6M | 0.12% | −38,069−6.7% | Reduced |
| Creative Planning | 528,584 | $41.4M | 0.04% | +15,005+2.9% | Added |
| Basswood Capital Management, L.L.C. | 526,290 | $41.2M | 2.32% | +219,879+71.8% | Added |
| Nisa Investment Advisors, LLC | 513,514 | $40.2M | 0.20% | +53,239+11.6% | Added |
| Handelsbanken Fonder AB | 513,033 | $40.2M | 0.17% | −20,679−3.9% | Reduced |
| Mairs & Power Inc | 507,197 | $39.7M | 0.41% | −590,359−53.8% | Reduced |
| North Star Asset Management Inc | 502,969 | $39.4M | 1.80% | +1,709+0.3% | Added |
| Caisse de Depot Et Placement du Quebec | 493,400 | $38.6M | 0.08% | +189,400+62.3% | Added |
| Verition Fund Management LLC | 491,358 | $38.5M | 0.22% | +304,917+163.5% | Added |
| Voya Investment Management LLC | 485,838 | $38.0M | 0.04% | +33,087+7.3% | Added |
| Oak Associates, Ltd | 485,057 | $38.0M | 2.85% | −547−0.1% | Reduced |
| Associated Banc-Corp | 476,839 | $37.3M | 1.14% | −2,452−0.5% | Reduced |
| Lido Advisors, LLC | 468,613 | $36.7M | 0.22% | +53,319+12.8% | Added |
| State of Michigan Retirement System | 462,266 | $36.2M | 0.21% | +56,500+13.9% | Added |
| First Manhattan Co | 461,397 | $36.1M | 0.11% | −400−0.1% | Reduced |
| Crown Oak Advisors, LLC | 457,442 | $35.8M | 18.09% | −650.0% | Reduced |
| Public Sector Pension Investment Board | 455,604 | $35.7M | 0.15% | −65,321−12.5% | Reduced |
| MetLife Investment Management | 448,982 | $35.1M | 0.19% | +46,793+11.6% | Added |
| Berkshire Asset Management LLC | 411,686 | $34.7M | 1.66% | +9,604+2.4% | Added |
| Hardman Johnston Global Advisors LLC | 442,953 | $34.7M | 1.66% | −7,540−1.7% | Reduced |
| Allen Operations LLC | 440,097 | $34.5M | 5.67% | 00.0% | Unchanged |
| Greenstone Partners & Co., LLC | 436,275 | $34.2M | 9.07% | +217,433+99.4% | Added |
| Assetmark, Inc | 431,319 | $33.8M | 0.09% | +29,445+7.3% | Added |
| Corebridge Financial, Inc. | 418,026 | $32.7M | 0.19% | +33,595+8.7% | Added |
| DekaBank Deutsche Girozentrale | 419,318 | $32.4M | 0.06% | +23,212+5.9% | Added |
| Hosking Partners LLP | 409,060 | $32.0M | 1.35% | −3,614−0.9% | Reduced |
| ProShare Advisors LLC | 405,470 | $31.7M | 0.07% | +85,120+26.6% | Added |
| Cetera Investment Advisers | 399,124 | $31.2M | 0.06% | +19,894+5.2% | Added |
| Czech National Bank | 391,408 | $30.6M | 0.28% | +67,280+20.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 389,708 | $30.5M | 0.18% | +71,844+22.6% | Added |
| Forsta Ap-Fonden | 389,701 | $30.5M | 0.23% | +24,700+6.8% | Added |
| Susquehanna International Group, LLP | 385,388 | $30.2M | 0.05% | −259,443−40.2% | Reduced |
| Gateway Investment Advisers LLC | 380,920 | $29.8M | 0.34% | +5,064+1.3% | Added |
| D.A. Davidson & Co. | 380,259 | $29.8M | 0.24% | +1,932+0.5% | Added |
| Cresset Asset Management, LLC | 377,974 | $29.6M | 0.15% | −6,825−1.8% | Reduced |
| Teacher Retirement System of Texas | 376,425 | $29.5M | 0.12% | +282,013+298.7% | Added |
| HighTower Advisors, LLC | 376,081 | $29.4M | 0.04% | −24,632−6.1% | Reduced |
| 1832 Asset Management L.P. | 374,453 | $29.3M | 0.06% | +287,813+332.2% | Added |
| Mizuho Markets Americas LLC | 371,694 | $29.1M | 0.63% | +167,198+81.8% | Added |
| Whittier Trust Co | 368,994 | $28.9M | 0.40% | +167,815+83.4% | Added |
| Commonwealth Equity Services, LLC | 366,258 | $28.7M | 0.04% | −21,693−5.6% | Reduced |
| Park Presidio Capital LLC | 363,965 | $28.5M | 7.14% | +1,206+0.3% | Added |
| Comerica Bank | 359,348 | $28.1M | 0.12% | +45,526+14.5% | Added |
| Eisler Capital Management Ltd. | 353,159 | $27.6M | 0.83% | +318,539+920.1% | Added |
| Zimmer Partners, LP | 350,000 | $27.4M | 0.56% | +350,000 | New |
| Calamos Advisors LLC | 347,744 | $27.2M | 0.13% | +3,873+1.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 346,583 | $27.1M | 0.13% | +31,800+10.1% | Added |
| Man Group plc | 344,245 | $26.9M | 0.08% | −120,855−26.0% | Reduced |
| The PNC Financial Services Group, Inc. | 340,705 | $26.7M | 0.01% | +33,980+11.1% | Added |
| DnB Asset Management AS | 340,118 | $26.6M | 0.12% | −100,098−22.7% | Reduced |
| Greatmark Investment Partners, Inc. | 338,582 | $26.5M | 3.61% | +6,797+2.0% | Added |
| Amalgamated Bank | 333,787 | $26.1M | 0.22% | +45,423+15.8% | Added |
| Blue Whale Capital LLP | 333,681 | $26.1M | 2.11% | +109,957+49.1% | Added |
| Flputnam Investment Management Co | 332,774 | $26.0M | 0.49% | +5,356+1.6% | Added |
| Advisor Group Holdings, Inc. | 331,515 | $26.0M | 0.06% | −5,353−1.6% | Reduced |
| British Columbia Investment Management Corp | 329,377 | $25.8M | 0.16% | −166,818−33.6% | Reduced |
| Sequoia Financial Advisors, LLC | 328,160 | $25.7M | 0.20% | +6,364+2.0% | Added |
| Moore Capital Management, LP | 323,785 | $25.3M | 0.85% | −291,879−47.4% | Reduced |
| Picton Mahoney Asset Management | 321,930 | $25.2M | 0.86% | +321,930 | New |
| Park National Corp | 318,400 | $24.9M | 0.92% | −5,710−1.8% | Reduced |
| IFM Investors Pty Ltd | 318,346 | $24.9M | 0.27% | +22,652+7.7% | Added |
| Martingale Asset Management L P | 318,175 | $24.9M | 0.63% | +207,730+188.1% | Added |
| Capstone Investment Advisors, LLC | 312,885 | $24.5M | 0.23% | +236,529+309.8% | Added |
| Parkwood LLC | 309,857 | $24.3M | 2.37% | +309,857 | New |
| Xponance, Inc. | 305,641 | $23.9M | 0.23% | +45,446+17.5% | Added |
| Davenport & Co LLC | 303,469 | $23.7M | 0.14% | +38,724+14.6% | Added |
| Epoch Investment Partners, Inc. | 300,474 | $23.5M | 0.12% | +300,474 | New |
| Bessemer Group Inc | 297,827 | $23.3M | 0.04% | −25,474−7.9% | Reduced |
| Davis Selected Advisers | 297,606 | $23.3M | 0.13% | −2,450−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 308,308 | $22.6M | 0.09% | +77,808+33.8% | Added |
| Rockefeller Capital Management L.P. | 287,064 | $22.5M | 0.06% | +21,233+8.0% | Added |
| Natixis | 286,132 | $22.3M | 0.13% | +221,109+340.0% | Added |
| Daiwa Securities Group Inc. | 285,014 | $22.3M | 0.09% | +40,641+16.6% | Added |
| Captrust Financial Advisors | 282,730 | $22.1M | 0.06% | +16,388+6.2% | Added |
| CWM, LLC | 281,545 | $22.0M | 0.09% | +25,206+9.8% | Added |
| North Reef Capital Management LP | 275,000 | $21.5M | 0.93% | −99,999−26.7% | Reduced |