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 28 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
- 2,145
- +141 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
- 245
- 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 217,472 | $19.8M | 0.14% | +46,398+27.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 219,367 | $20.0M | 0.19% | −13,175−5.7% | Reduced |
| Cohen Capital Management, Inc. | 219,410 | $20.0M | 3.26% | −1,050−0.5% | Reduced |
| Callan Family Office, LLC | 219,563 | $20.0M | 0.63% | +151,869+224.3% | Added |
| Live Oak Private Wealth LLC | 219,898 | $20.1M | 2.99% | −1,578−0.7% | Reduced |
| King Luther Capital Management Corp | 220,589 | $20.1M | 0.09% | +194,808+755.6% | Added |
| Busey Wealth Management | 223,251 | $20.4M | 0.62% | −4,428−1.9% | Reduced |
| Parkwood LLC | 223,254 | $20.4M | 1.87% | −86,603−27.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 224,140 | $20.5M | 0.18% | +10,817+5.1% | Added |
| Public Employees Retirement Association of Colorado | 227,892 | $20.8M | 0.08% | −2,859−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 229,488 | $20.9M | 0.30% | −5,521−2.3% | Reduced |
| New York Life Investment Management LLC | 232,276 | $21.2M | 0.20% | −16,510−6.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 233,971 | $21.3M | 0.17% | +77,000+49.1% | Added |
| Clearstead Advisors, LLC | 234,663 | $21.4M | 0.30% | +11,206+5.0% | Added |
| Varma Mutual Pension Insurance Co | 237,581 | $21.7M | 0.16% | +8,500+3.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 237,979 | $21.7M | 2.14% | +1,019+0.4% | Added |
| M&T Bank Corp | 239,680 | $21.9M | 0.08% | −11,757−4.7% | Reduced |
| Dudley & Shanley, Inc. | 240,963 | $22.0M | 3.45% | +400+0.2% | Added |
| Rockland Trust Co | 241,620 | $22.0M | 1.07% | +237,010+5,141.2% | Added |
| Eisler Capital Management Ltd. | 241,649 | $22.0M | 0.76% | −111,510−31.6% | Reduced |
| Mercer Global Advisors Inc | 243,812 | $22.2M | 0.05% | +22,399+10.1% | Added |
| ExodusPoint Capital Management, LP | 244,720 | $22.3M | 0.27% | +224,528+1,112.0% | Added |
| Davidson Investment Advisors | 247,078 | $22.5M | 1.01% | +2,870+1.2% | Added |
| Hudson Bay Capital Management LP | 250,333 | $22.8M | 0.15% | −340,194−57.6% | Reduced |
| Walleye Capital LLC | 251,142 | $22.9M | 0.21% | −590,194−70.1% | Reduced |
| CIBC Asset Management Inc | 253,926 | $23.2M | 0.07% | −3,511−1.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 259,394 | $23.7M | 0.22% | +17,987+7.5% | Added |
| NFJ Investment Group, LLC | 261,523 | $23.9M | 0.84% | −8,906−3.3% | Reduced |
| Point72 Hong Kong Ltd | 263,841 | $24.1M | 1.67% | +149,194+130.1% | Added |
| Heron Bay Capital Management | 264,955 | $24.2M | 4.76% | −2,248−0.8% | Reduced |
| Warther Private Wealth, LLC | 265,119 | $24.2M | 6.34% | −3,941−1.5% | Reduced |
| GW Henssler & Associates Ltd | 265,119 | $24.2M | 1.29% | −8,166−3.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 266,819 | $24.3M | 1.43% | +266,819 | New |
| Mediolanum International Funds Ltd | 273,458 | $24.6M | 0.29% | +121,531+80.0% | Added |
| British Columbia Investment Management Corp | 271,449 | $24.8M | 0.14% | −57,928−17.6% | Reduced |
| Midwest Trust Co | 271,837 | $24.8M | 0.34% | +271,837 | New |
| USS Investment Management Ltd | 275,021 | $25.1M | 0.16% | +32,178+13.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 275,080 | $25.1M | 1.52% | +8,294+3.1% | Added |
| Utah Retirement Systems | 275,676 | $25.2M | 0.26% | +979+0.4% | Added |
| Hosking Partners LLP | 280,078 | $25.6M | 1.02% | −128,982−31.5% | Reduced |
| Daiwa Securities Group Inc. | 285,070 | $26.0M | 0.10% | +560.0% | Added |
| Swiss Life Asset Management Ltd | 286,121 | $26.1M | 0.15% | +32,499+12.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 286,460 | $26.1M | 0.24% | +43,600+18.0% | Added |
| Davenport & Co LLC | 290,241 | $26.4M | 0.15% | −13,228−4.4% | Reduced |
| Captrust Financial Advisors | 291,020 | $26.6M | 0.06% | +8,290+2.9% | Added |
| Martingale Asset Management L P | 291,176 | $26.6M | 0.65% | −26,999−8.5% | Reduced |
| Park National Corp | 292,045 | $26.6M | 0.88% | −26,355−8.3% | Reduced |
| Davis Selected Advisers | 296,438 | $27.0M | 0.14% | −1,168−0.4% | Reduced |
| Titan Global Capital Management USA LLC | 297,283 | $27.1M | 4.28% | +60,491+25.5% | Added |
| Susquehanna International Group, LLP | 299,817 | $27.4M | 0.04% | −85,571−22.2% | Reduced |
| Epoch Investment Partners, Inc. | 301,441 | $27.5M | 0.14% | +967+0.3% | Added |
| Trexquant Investment LP | 303,080 | $27.7M | 0.31% | +303,080 | New |
| Rockefeller Capital Management L.P. | 299,760 | $28.2M | 0.06% | +12,696+4.4% | Added |
| Bowen Hanes & Co Inc | 311,216 | $28.4M | 0.72% | +160,610+106.6% | Added |
| Crossmark Global Holdings, Inc. | 311,887 | $28.5M | 0.46% | +52,149+20.1% | Added |
| Xponance, Inc. | 315,651 | $28.8M | 0.24% | +10,010+3.3% | Added |
| Bessemer Group Inc | 316,508 | $28.9M | 0.05% | +18,681+6.3% | Added |
| Quantinno Capital Management LP | 317,724 | $29.0M | 0.13% | +110,543+53.4% | Added |
| Smith Group Asset Management, LLC | 320,718 | $29.3M | 1.92% | +112,632+54.1% | Added |
| Vident Advisory, LLC | 323,063 | $29.5M | 0.33% | +265,475+461.0% | Added |
| DnB Asset Management AS | 326,274 | $29.8M | 0.12% | −13,844−4.1% | Reduced |
| Flputnam Investment Management Co | 329,155 | $30.0M | 0.52% | −3,619−1.1% | Reduced |
| AXA S.A. | 329,222 | $30.0M | 0.09% | +98,629+42.8% | Added |
| Sequoia Financial Advisors, LLC | 330,159 | $30.1M | 0.21% | +1,999+0.6% | Added |
| IFM Investors Pty Ltd | 333,109 | $30.4M | 0.29% | +14,763+4.6% | Added |
| Amalgamated Bank | 334,552 | $30.5M | 0.24% | +765+0.2% | Added |
| Mairs & Power Inc | 337,277 | $30.8M | 0.30% | −169,920−33.5% | Reduced |
| Castleark Management LLC | 342,240 | $31.2M | 0.94% | +332,880+3,556.4% | Added |
| Comerica Bank | 343,221 | $31.3M | 0.12% | −16,127−4.5% | Reduced |
| Greatmark Investment Partners, Inc. | 343,792 | $31.4M | 3.94% | +5,210+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 346,701 | $31.6M | 0.11% | +38,393+12.5% | Added |
| Calamos Advisors LLC | 347,744 | $31.7M | 0.14% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 350,483 | $32.0M | 0.14% | +3,900+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 354,216 | $32.3M | 0.14% | −279,664−44.1% | Reduced |
| HighTower Advisors, LLC | 358,238 | $32.7M | 0.04% | −17,843−4.7% | Reduced |
| Tudor Investment Corp Et Al | 361,407 | $33.0M | 0.25% | +361,407 | New |
| Greenstone Partners & Co., LLC | 361,845 | $33.0M | 7.74% | −74,430−17.1% | Reduced |
| The PNC Financial Services Group, Inc. | 362,913 | $33.1M | 0.02% | +22,208+6.5% | Added |
| Commonwealth Equity Services, LLC | 363,492 | $33.2M | 0.04% | −2,766−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 368,451 | $33.4M | 0.06% | +36,936+11.1% | Added |
| Picton Mahoney Asset Management | 371,619 | $33.9M | 0.48% | +49,689+15.4% | Added |
| D.A. Davidson & Co. | 373,292 | $34.1M | 0.24% | −6,967−1.8% | Reduced |
| Cresset Asset Management, LLC | 374,103 | $34.1M | 0.17% | −3,871−1.0% | Reduced |
| Gateway Investment Advisers LLC | 376,935 | $34.4M | 0.38% | −3,985−1.0% | Reduced |
| Whittier Trust Co | 380,291 | $34.7M | 0.42% | +11,297+3.1% | Added |
| ProShare Advisors LLC | 383,647 | $35.0M | 0.07% | −21,823−5.4% | Reduced |
| CIBC World Markets Inc. | 384,486 | $35.1M | 0.08% | −285,395−42.6% | Reduced |
| Moore Capital Management, LP | 390,880 | $35.7M | 0.71% | +67,095+20.7% | Added |
| DekaBank Deutsche Girozentrale | 396,106 | $35.7M | 0.06% | −23,212−5.5% | Reduced |
| Public Sector Pension Investment Board | 403,517 | $36.8M | 0.16% | −52,087−11.4% | Reduced |
| Ariel Investments, LLC | 406,048 | $37.0M | 0.42% | −152,119−27.3% | Reduced |
| Berkshire Asset Management LLC | 411,371 | $37.5M | 1.70% | −315−0.1% | Reduced |
| Czech National Bank | 417,484 | $38.1M | 0.30% | +26,076+6.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 418,885 | $38.2M | 0.20% | +29,177+7.5% | Added |
| Worldquant Millennium Advisors LLC | 421,102 | $38.4M | 0.19% | +290,595+222.7% | Added |
| Cetera Investment Advisers | 428,463 | $39.1M | 0.07% | +29,339+7.4% | Added |
| Ossiam | 429,514 | $39.2M | 0.44% | −918,685−68.1% | Reduced |
| Allen Operations LLC | 440,097 | $40.2M | 5.52% | 00.0% | Unchanged |
| MetLife Investment Management | 441,959 | $40.3M | 0.24% | −7,023−1.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 444,258 | $40.5M | 1.80% | +1,305+0.3% | Added |