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, Q2 2025
Institutional positions in Schwab Charles Corp as of Jun 30, 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
- 2,146
- +142 vs. Q1 2025
- Shares held
- 1.51B
- −9.57M (−0.6%) vs. Q1 2025
- Total value
- $137.4B
- +$18.7B (+15.8%) vs. Q1 2025
- New holders
- 246
- 872 more added
- Sold out
- 104
- 781 more reduced
26 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 151,182,081 | $13.8B | 0.22% | +2,786,829+1.9% | Added |
| BlackRock, Inc. | 128,213,107 | $11.7B | 0.22% | +5,353,480+4.4% | Added |
| Dodge & Cox | 84,357,885 | $7.70B | 4.32% | −4,392,770−4.9% | Reduced |
| Price T Rowe Associates Inc | 74,835,769 | $6.83B | 0.77% | −7,213,215−8.8% | Reduced |
| State Street Corp | 72,464,619 | $6.61B | 0.25% | +531,329+0.7% | Added |
| JPMorgan Chase & Co | 70,604,230 | $6.44B | 0.44% | +16,444,010+30.4% | Added |
| Geode Capital Management, LLC | 37,381,183 | $3.40B | 0.24% | +1,038,376+2.9% | Added |
| FMR LLC | 34,579,061 | $3.15B | 0.18% | +2,600,371+8.1% | Added |
| Franklin Resources Inc | 30,035,937 | $2.74B | 0.73% | +815,625+2.8% | Added |
| Morgan Stanley | 24,088,854 | $2.20B | 0.14% | +2,657,145+12.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 22,969,673 | $2.10B | 3.41% | −4,642,770−16.8% | Reduced |
| Fisher Asset Management, LLC | 21,376,690 | $1.95B | 0.77% | +211,527+1.0% | Added |
| Norges Bank | 20,713,047 | $1.89B | 0.24% | −3,437,227−14.2% | Reduced |
| Primecap Management Co | 19,034,806 | $1.74B | 1.38% | +5,032,728+35.9% | Added |
| Massachusetts Financial Services Co | 18,405,261 | $1.68B | 0.53% | −2,121,852−10.3% | Reduced |
| Artisan Partners Limited Partnership | 18,176,812 | $1.66B | 2.47% | +426,953+2.4% | Added |
| Northern Trust Corp | 17,107,674 | $1.56B | 0.21% | −332,627−1.9% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 15,773,225 | $1.44B | 4.16% | −1,943,492−11.0% | Reduced |
| Bank of America Corp | 15,395,866 | $1.40B | 0.11% | −583,566−3.7% | Reduced |
| Alliancebernstein L.P. | 15,374,233 | $1.40B | 0.46% | −1,741,526−10.2% | Reduced |
| Invesco Ltd. | 15,175,398 | $1.38B | 0.24% | −411,052−2.6% | Reduced |
| UBS Asset Management Americas Inc | 14,343,788 | $1.31B | 0.26% | +1,510,348+11.8% | Added |
| Bank of New York Mellon Corp | 14,182,132 | $1.29B | 0.24% | +3,125,179+28.3% | Added |
| Generation Investment Management LLP | 13,885,456 | $1.27B | 8.05% | −442,103−3.1% | Reduced |
| Wellington Management Group LLP | 12,448,953 | $1.14B | 0.21% | −3,039,824−19.6% | Reduced |
| Brown Advisory Inc | 12,162,260 | $1.11B | 1.46% | +5,708,208+88.4% | Added |
| Flossbach Von Storch AG | 10,580,171 | $965.3M | 3.95% | −230,473−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 9,472,454 | $864.3M | 0.15% | +114,564+1.2% | Added |
| Ameriprise Financial Inc | 9,162,235 | $836.0M | 0.21% | −600,147−6.1% | Reduced |
| UBS Group AG | 9,053,713 | $826.1M | 0.17% | −1,087,418−10.7% | Reduced |
| Goldman Sachs Group Inc | 9,007,883 | $821.9M | 0.13% | +1,155,204+14.7% | Added |
| Legal & General Group Plc | 8,569,949 | $781.9M | 0.19% | −108,647−1.3% | Reduced |
| Allen Investment Management LLC | 7,672,993 | $700.1M | 7.63% | −535,968−6.5% | Reduced |
| Baird Financial Group, Inc. | 7,294,943 | $665.6M | 1.17% | +390,616+5.7% | Added |
| Bamco Inc | 7,051,368 | $643.4M | 1.74% | −172,800−2.4% | Reduced |
| Lazard Asset Management LLC | 6,889,739 | $628.6M | 0.87% | −536,022−7.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 6,598,822 | $602.1M | 10.32% | −162,553−2.4% | Reduced |
| Royal Bank of Canada | 6,425,312 | $586.2M | 0.11% | +1,612,412+33.5% | Added |
| Janus Henderson Group PLC | 6,360,756 | $580.3M | 0.28% | −418,627−6.2% | Reduced |
| Deutsche Bank AG | 6,338,971 | $578.4M | 0.21% | +1,212,164+23.6% | Added |
| Principal Financial Group Inc | 6,314,824 | $576.2M | 0.30% | −235,720−3.6% | Reduced |
| Envestnet Asset Management Inc | 6,189,664 | $564.7M | 0.16% | +408,649+7.1% | Added |
| Nuveen, LLC | 5,766,700 | $526.2M | 0.15% | +136,921+2.4% | Added |
| Amundi | 5,744,025 | $524.7M | 0.18% | −286,337−4.7% | Reduced |
| Two Sigma Advisers, LP | 5,644,295 | $515.0M | 1.06% | +772,200+15.8% | Added |
| Dimensional Fund Advisors LP | 5,518,101 | $503.4M | 0.12% | +39,924+0.7% | Added |
| Ensign Peak Advisors, Inc | 4,750,606 | $433.4M | 0.74% | −535,258−10.1% | Reduced |
| Clearbridge Investments, LLC | 4,653,846 | $424.6M | 0.34% | +1,0910.0% | Added |
| Arrowstreet Capital, Limited Partnership | 4,620,554 | $421.6M | 0.30% | −1,1500.0% | Reduced |
| Provident Trust Co | 4,576,369 | $417.5M | 7.61% | −21,366−0.5% | Reduced |
| Yacktman Asset Management LP | 4,565,374 | $416.5M | 5.60% | −143,669−3.1% | Reduced |
| Fiduciary Management Inc | 4,385,494 | $400.1M | 3.84% | −246,375−5.3% | Reduced |
| London Co of Virginia | 4,323,063 | $394.4M | 2.23% | −105,323−2.4% | Reduced |
| Boston Partners | 4,223,094 | $386.5M | 0.43% | −681,517−13.9% | Reduced |
| Lord, Abbett & Co. LLC | 4,078,410 | $372.1M | 1.20% | −73,998−1.8% | Reduced |
| Barclays PLC | 4,026,857 | $367.4M | 0.15% | −257,163−6.0% | Reduced |
| Canada Pension Plan Investment Board | 3,963,095 | $361.6M | 0.31% | +999,018+33.7% | Added |
| Farallon Capital Management, L.L.C. | 3,959,057 | $361.2M | 1.65% | +126,200+3.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,917,265 | $357.4M | 0.22% | +83,750+2.2% | Added |
| National Pension Service | 3,840,019 | $350.4M | 0.30% | +692,603+22.0% | Added |
| RPTC Inc. | 3,822,501 | $348.8M | 61.30% | 00.0% | Unchanged |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 3,523,904 | $321.5M | 4.46% | −831,704−19.1% | Reduced |
| HSBC Holdings PLC | 3,418,918 | $311.5M | 0.20% | −638,989−15.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,277,467 | $299.0M | 0.24% | +225,750+7.4% | Added |
| Timucuan Asset Management Inc | 3,196,830 | $291.7M | 8.53% | −75,288−2.3% | Reduced |
| Newlands Management Operations LLC | 3,196,166 | $291.6M | 1.54% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,061,161 | $279.3M | 0.24% | −22,425−0.7% | Reduced |
| American Century Companies Inc | 3,025,726 | $276.1M | 0.15% | −445,581−12.8% | Reduced |
| Wells Fargo & Company | 3,019,099 | $275.5M | 0.06% | +244,825+8.8% | Added |
| Bank of Montreal | 2,984,760 | $272.3M | 0.14% | +1,099,589+58.3% | Added |
| California Public Employees Retirement System | 2,946,962 | $268.9M | 0.17% | −143,866−4.7% | Reduced |
| Voya Investment Management LLC | 2,894,395 | $264.1M | 0.26% | +2,408,557+495.8% | Added |
| Neuberger Berman Group LLC | 2,857,238 | $260.6M | 0.20% | +9440.0% | Added |
| Two Sigma Investments, LP | 2,843,926 | $259.5M | 0.47% | +897,724+46.1% | Added |
| Findlay Park Partners LLP | 2,726,369 | $248.8M | 2.56% | −666,800−19.7% | Reduced |
| Nordea Investment Management AB | 2,734,960 | $248.5M | 0.23% | +74,308+2.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,705,116 | $246.8M | 0.26% | −215,914−7.4% | Reduced |
| California State Teachers Retirement System | 2,701,032 | $246.4M | 0.27% | +57,731+2.2% | Added |
| Raymond James Financial Inc | 2,675,619 | $244.1M | 0.08% | +182,659+7.3% | Added |
| Kovitz Investment Group Partners, LLC | 2,664,658 | $243.1M | 1.04% | −17,151−0.6% | Reduced |
| Fort Washington Investment Advisors Inc | 2,576,688 | $235.1M | 1.35% | −22,095−0.9% | Reduced |
| AQR Capital Management LLC | 2,549,953 | $231.7M | 0.19% | +191,643+8.1% | Added |
| Citigroup Inc | 2,524,058 | $230.3M | 0.16% | +333,805+15.2% | Added |
| Route One Investment Company, L.P. | 2,515,343 | $229.5M | 10.04% | −858,600−25.4% | Reduced |
| New York State Common Retirement Fund | 2,433,111 | $222.0M | 0.30% | −72,296−2.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,431,002 | $221.8M | 0.44% | +778,685+47.1% | Added |
| Assenagon Asset Management S.A. | 2,410,858 | $220.0M | 0.35% | −540,822−18.3% | Reduced |
| PointState Capital LP | 2,408,147 | $219.7M | 4.70% | −652,389−21.3% | Reduced |
| Thrivent Financial for Lutherans | 2,378,672 | $217.0M | 0.47% | +300,873+14.5% | Added |
| US Bancorp | 2,366,170 | $215.9M | 0.27% | −113,639−4.6% | Reduced |
| Cooke & Bieler LP | 2,255,425 | $205.8M | 2.06% | −156,890−6.5% | Reduced |
| Darsana Capital Partners LP | 2,250,000 | $205.3M | 5.86% | 00.0% | Unchanged |
| Veritas Asset Management LLP | 2,223,011 | $202.8M | 2.03% | −70,462−3.1% | Reduced |
| Van Eck Associates Corp | 2,190,801 | $199.9M | 0.23% | −285,435−11.5% | Reduced |
| Los Angeles Capital Management LLC | 2,185,390 | $199.4M | 0.75% | −1,054,507−32.5% | Reduced |
| Beck Mack & Oliver LLC | 2,104,071 | $192.0M | 3.66% | −67,499−3.1% | Reduced |
| North Peak Capital Management, LLC | 2,095,620 | $191.2M | 15.01% | −13,149−0.6% | Reduced |
| Marshall Wace, LLP | 2,031,878 | $185.4M | 0.22% | +1,075,014+112.3% | Added |
| Sterling Capital Management LLC | 2,028,959 | $185.1M | 2.63% | −139,909−6.5% | Reduced |
| Natixis Advisors, L.P. | 2,006,333 | $183.1M | 0.29% | +458,901+29.7% | Added |