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 |
|---|---|---|---|---|---|
| Blue Whale Capital LLP | 445,122 | $40.6M | 2.66% | +111,441+33.4% | Added |
| Forsta Ap-Fonden | 445,401 | $40.6M | 0.27% | +55,700+14.3% | Added |
| Teewinot Capital Advisers, L.L.C. | 447,027 | $40.8M | 3.35% | +402,093+894.9% | Added |
| Nisa Investment Advisors, LLC | 448,963 | $41.0M | 0.18% | −64,551−12.6% | Reduced |
| Crown Oak Advisors, LLC | 459,576 | $41.9M | 19.83% | +2,134+0.5% | Added |
| First Manhattan Co | 459,985 | $42.0M | 0.12% | −1,412−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 461,441 | $42.1M | 0.07% | +261,856+131.2% | Added |
| State of Michigan Retirement System | 464,366 | $42.4M | 0.22% | +2,100+0.5% | Added |
| Basswood Capital Management, L.L.C. | 470,579 | $42.9M | 2.14% | −55,711−10.6% | Reduced |
| Ami Asset Management Corp | 480,288 | $43.8M | 2.50% | −242,283−33.5% | Reduced |
| Coronation Fund Managers Ltd. | 480,481 | $43.8M | 2.38% | −80,382−14.3% | Reduced |
| Associated Banc-Corp | 482,724 | $44.0M | 1.25% | +5,885+1.2% | Added |
| Oak Associates, Ltd | 486,157 | $44.4M | 2.90% | +1,100+0.2% | Added |
| Lido Advisors, LLC | 487,004 | $44.4M | 0.23% | +18,391+3.9% | Added |
| Teacher Retirement System of Texas | 495,032 | $45.2M | 0.19% | +118,607+31.5% | Added |
| Janney Montgomery Scott LLC | 497,400 | $45.4M | 0.12% | −34,024−6.4% | Reduced |
| Caledonia Investments PLC | 501,000 | $45.7M | 4.49% | +501,000 | New |
| North Star Asset Management Inc | 500,753 | $45.7M | 1.93% | −2,216−0.4% | Reduced |
| Arizona State Retirement System | 503,674 | $46.0M | 0.26% | −30,814−5.8% | Reduced |
| Azora Capital LP | 507,207 | $46.3M | 2.09% | −1,112,376−68.7% | Reduced |
| Creative Planning | 508,080 | $46.4M | 0.04% | −20,504−3.9% | Reduced |
| Pinebridge Investments, L.P. | 515,934 | $47.1M | 0.38% | −44,438−7.9% | Reduced |
| Mariner, LLC | 533,081 | $48.6M | 0.07% | −26,722−4.8% | Reduced |
| Squarepoint Ops LLC | 534,019 | $48.7M | 0.11% | −97,360−15.4% | Reduced |
| Man Group plc | 538,360 | $49.1M | 0.11% | +194,115+56.4% | Added |
| Delta Global Management LP | 541,073 | $49.4M | 3.30% | −144,729−21.1% | Reduced |
| Mount Capital Ltd | 556,678 | $50.8M | 16.37% | 00.0% | Unchanged |
| First Trust Advisors LP | 561,817 | $51.3M | 0.04% | +406,146+260.9% | Added |
| Nomura Asset Management Co Ltd | 562,786 | $51.3M | 0.14% | +26,952+5.0% | Added |
| Rafferty Asset Management, LLC | 567,863 | $51.8M | 0.17% | +9,193+1.6% | Added |
| Allianz Asset Management GmbH | 568,804 | $51.9M | 0.07% | −56,063−9.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 581,823 | $53.0M | 0.26% | +25,490+4.6% | Added |
| State of New Jersey Common Pension Fund D | 581,976 | $53.1M | 0.21% | 00.0% | Unchanged |
| PFG Advisors | 1,994,936 | $53.2M | 2.52% | +1,991,895+65,501.3% | Added |
| Voloridge Investment Management, LLC | 588,575 | $53.7M | 0.20% | +551,326+1,480.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 590,606 | $53.9M | 0.31% | −30,565−4.9% | Reduced |
| Sandhill Capital Partners LLC | 595,557 | $54.3M | 3.90% | +2,942+0.5% | Added |
| CORDA Investment Management, LLC. | 596,666 | $54.4M | 4.00% | −11,940−2.0% | Reduced |
| Handelsbanken Fonder AB | 608,308 | $55.5M | 0.20% | +95,275+18.6% | Added |
| KLP Kapitalforvaltning AS | 614,372 | $56.1M | 0.24% | +23,900+4.0% | Added |
| Provident Investment Management, Inc. | 620,853 | $56.6M | 4.85% | −2,754−0.4% | Reduced |
| Jane Street Group, LLC | 626,033 | $57.1M | 0.09% | −228,989−26.8% | Reduced |
| State of Tennessee, Treasury Department | 630,886 | $57.6M | 0.21% | +14,382+2.3% | Added |
| Snyder Capital Management L P | 631,646 | $57.6M | 1.23% | −101,134−13.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 644,000 | $58.8M | 0.41% | +92,400+16.8% | Added |
| Mackenzie Financial Corp | 651,394 | $59.4M | 0.08% | +35,225+5.7% | Added |
| MML Investors Services, LLC | 653,419 | $59.6M | 0.17% | +31,441+5.1% | Added |
| Aureus Asset Management, LLC | 653,515 | $59.6M | 3.81% | −10,760−1.6% | Reduced |
| Balyasny Asset Management LLC | 695,332 | $63.4M | 0.14% | −4,600,797−86.9% | Reduced |
| Public Employees Retirement System of Ohio | 696,105 | $63.5M | 0.21% | +14,503+2.1% | Added |
| Maplelane Capital, LLC | 715,280 | $65.3M | 4.02% | +515,280+257.6% | Added |
| Assetmark, Inc | 718,190 | $65.5M | 0.15% | +286,871+66.5% | Added |
| Panagora Asset Management Inc | 718,255 | $65.5M | 0.30% | +700,063+3,848.2% | Added |
| Allspring Global Investments Holdings, LLC | 721,319 | $65.8M | 0.11% | −88,297−10.9% | Reduced |
| Asset Management One Co.,Ltd. | 729,490 | $66.6M | 0.21% | +381+0.1% | Added |
| Cercano Management LLC | 740,267 | $67.5M | 1.93% | −395,213−34.8% | Reduced |
| TD Asset Management Inc | 749,390 | $68.4M | 0.06% | +2,228+0.3% | Added |
| Paralel Advisors LLC | 750,000 | $68.4M | 2.79% | 00.0% | Unchanged |
| Blair William & Co | 752,699 | $68.7M | 0.19% | −111,138−12.9% | Reduced |
| CI Private Wealth, LLC | 754,224 | $68.8M | 0.10% | −53,080−6.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 754,686 | $68.9M | 0.16% | −1,841−0.2% | Reduced |
| Swedbank AB | 755,020 | $68.9M | 0.08% | +755,020 | New |
| Becker Capital Management Inc | 755,839 | $69.0M | 2.15% | −3470.0% | Reduced |
| HughesLittle Investment Management Ltd. | 759,031 | $69.3M | 14.22% | −6,429−0.8% | Reduced |
| Barr E S & Co | 784,765 | $71.6M | 4.10% | −9,935−1.3% | Reduced |
| Employees Retirement System of Texas | 788,797 | $72.0M | 0.59% | −8,203−1.0% | Reduced |
| Treasurer of the State of North Carolina | 797,239 | $72.7M | 0.23% | +38,701+5.1% | Added |
| Central Securities Corp | 800,000 | $73.0M | 6.44% | 00.0% | Unchanged |
| Victory Capital Management Inc | 813,453 | $74.2M | 0.05% | +266,771+48.8% | Added |
| Thornburg Investment Management Inc | 813,874 | $74.3M | 0.96% | −87,685−9.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 826,339 | $75.4M | 1.52% | +6,486+0.8% | Added |
| Storebrand Asset Management AS | 827,380 | $75.5M | 0.22% | +55,185+7.1% | Added |
| Madison Asset Management, LLC | 841,082 | $76.7M | 0.83% | −116,559−12.2% | Reduced |
| Standard Life Aberdeen plc | 873,201 | $79.7M | 0.14% | −146,422−14.4% | Reduced |
| Premier Fund Managers Ltd | 903,915 | $81.3M | 2.97% | +3,553+0.4% | Added |
| Clarkston Capital Partners, LLC | 904,319 | $82.5M | 1.75% | −11,015−1.2% | Reduced |
| Glenmede Investment Management, LP | 908,537 | $82.9M | 0.42% | +908,537 | New |
| Par Capital Management Inc | 909,000 | $82.9M | 2.71% | +4,000+0.4% | Added |
| Ninety One UK Ltd | 917,619 | $83.7M | 0.20% | −126,685−12.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 919,454 | $83.9M | 0.24% | +10,306+1.1% | Added |
| Summitry LLC | 931,267 | $85.0M | 3.85% | −98,278−9.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 946,642 | $86.4M | 0.21% | +259,907+37.8% | Added |
| APG Asset Management N.V. | 1,127,602 | $87.6M | 0.26% | +20,721+1.9% | Added |
| STRS Ohio | 967,433 | $88.3M | 0.33% | +1330.0% | Added |
| Citadel Advisors LLC | 967,869 | $88.3M | 0.08% | −19,534,868−95.3% | Reduced |
| Park Presidio Capital LLC | 968,852 | $88.4M | 9.37% | +604,887+166.2% | Added |
| State of Wisconsin Investment Board | 989,628 | $90.3M | 0.22% | −2,954−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 1,000,732 | $91.3M | 0.99% | +1,000,732 | New |
| Crawford Investment Counsel Inc | 1,021,157 | $93.2M | 1.63% | −16,724−1.6% | Reduced |
| Bain Capital Public Equity Management II, LLC | 1,023,658 | $93.4M | 4.42% | +6,727+0.7% | Added |
| Equity Investment Corp | 1,028,062 | $93.8M | 2.05% | −535,530−34.2% | Reduced |
| Pictet Asset Management Holding SA | 1,028,226 | $93.8M | 0.10% | −6,228−0.6% | Reduced |
| Schroder Investment Management Group | 1,044,292 | $95.3M | 0.08% | +103,791+11.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,072,894 | $97.9M | 0.24% | +28,156+2.7% | Added |
| Cerity Partners LLC | 1,103,363 | $99.1M | 0.18% | −4,820−0.4% | Reduced |
| Stifel Financial Corp | 1,096,914 | $100.1M | 0.10% | +162,081+17.3% | Added |
| Freestone Grove Partners LP | 1,112,366 | $101.5M | 0.77% | −444,043−28.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,113,723 | $101.9M | 0.17% | +26,368+2.4% | Added |
| KBC Group NV | 1,127,029 | $102.8M | 0.28% | −963,410−46.1% | Reduced |
| Retirement Systems of Alabama | 1,143,266 | $104.3M | 0.37% | −62,773−5.2% | Reduced |