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
- 2,145
- +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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 1,150,991 | $105.0M | 0.37% | −691,091−37.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,162,782 | $106.1M | 0.19% | −18,781−1.6% | Reduced |
| Prudential Financial Inc | 1,165,082 | $106.3M | 0.14% | +250,627+27.4% | Added |
| Korea Investment CORP | 1,198,496 | $109.4M | 0.24% | −84,695−6.6% | Reduced |
| Toronto Dominion Bank | 1,216,436 | $111.0M | 0.24% | +327,086+36.8% | Added |
| Bristol John W & Co Inc | 1,232,929 | $112.5M | 1.82% | +366,076+42.2% | Added |
| Great West Life Assurance Co | 1,245,036 | $113.6M | 0.18% | −2,277−0.2% | Reduced |
| Aviva PLC | 1,253,849 | $114.4M | 0.24% | +131,059+11.7% | Added |
| New York State Teachers Retirement System | 1,257,498 | $114.7M | 0.24% | +6,422+0.5% | Added |
| Bank of Nova Scotia | 1,268,772 | $115.8M | 0.24% | −31,509−2.4% | Reduced |
| AustralianSuper Pty Ltd | 1,276,570 | $116.5M | 0.59% | −85,745−6.3% | Reduced |
| Royal London Asset Management Ltd | 1,288,327 | $117.5M | 0.27% | +6,644+0.5% | Added |
| Parnassus Investments | 1,306,604 | $119.2M | 0.27% | −720−0.1% | Reduced |
| FIL Ltd | 1,316,718 | $120.1M | 0.10% | +213,102+19.3% | Added |
| Renaissance Technologies LLC | 1,317,641 | $120.2M | 0.16% | +597,000+82.8% | Added |
| Atalanta Sosnoff Capital, LLC | 1,332,768 | $121.6M | 2.47% | +526,383+65.3% | Added |
| Manufacturers Life Insurance Company, The | 1,340,955 | $122.3M | 0.11% | −31,354−2.3% | Reduced |
| Zurich Insurance Group Ltd | 1,345,009 | $122.7M | 0.95% | +1,345,009 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 1,364,800 | $124.5M | 1.05% | 00.0% | Unchanged |
| Capital International Investors | 1,388,294 | $126.7M | 0.02% | +11,316+0.8% | Added |
| National Bank of Canada | 1,397,847 | $127.5M | 0.14% | −281,594−16.8% | Reduced |
| Nearwater Capital Markets, Ltd | 1,424,879 | $130.0M | 2.08% | +1,324,879+1,324.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,448,778 | $132.2M | 0.39% | −757,428−34.3% | Reduced |
| Intermede Investment Partners Ltd | 1,466,510 | $133.8M | 4.13% | −76,424−5.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,486,933 | $135.7M | 0.11% | −2,783,518−65.2% | Reduced |
| Liontrust Investment Partners LLP | 1,508,269 | $137.6M | 1.97% | −95,632−6.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,534,596 | $140.0M | 0.14% | −6,383,046−80.6% | Reduced |
| SEI Investments Co | 1,545,740 | $141.0M | 0.16% | −80,472−4.9% | Reduced |
| Holocene Advisors, LP | 1,547,835 | $141.2M | 0.35% | +395,173+34.3% | Added |
| LPL Financial LLC | 1,558,238 | $142.2M | 0.05% | +209,846+15.6% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,567,495 | $143.0M | 4.90% | +618,429+65.2% | Added |
| State Board of Administration of Florida Retirement System | 1,581,022 | $144.3M | 0.26% | +26,480+1.7% | Added |
| Russell Investments Group, Ltd. | 1,627,650 | $148.3M | 0.19% | −4070.0% | Reduced |
| CapitalatWork S.A. | 1,688,649 | $154.1M | 4.68% | −47,836−2.8% | Reduced |
| Qube Research & Technologies Ltd | 1,696,997 | $154.8M | 0.21% | +1,696,997 | New |
| Danske Bank A/S | 1,728,548 | $157.7M | 0.39% | +279,756+19.3% | Added |
| 1832 Asset Management L.P. | 1,748,922 | $159.6M | 0.28% | +1,374,469+367.1% | Added |
| Capitolis Liquid Global Markets LLC | 1,767,600 | $161.3M | 1.18% | +772,000+77.5% | Added |
| Truist Financial Corp | 1,774,426 | $161.9M | 0.24% | −56,228−3.1% | Reduced |
| Millennium Management LLC | 1,790,097 | $163.3M | 0.15% | −5,058,101−73.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,839,392 | $167.8M | 0.30% | −18,329−1.0% | Reduced |
| Macquarie Group Ltd | 1,855,781 | $169.3M | 0.21% | −1,215,155−39.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,914,339 | $174.7M | 0.29% | −269,700−12.3% | Reduced |
| Point72 Asset Management, L.P. | 1,926,506 | $175.8M | 0.42% | −728,425−27.4% | Reduced |
| Natixis Advisors, L.P. | 2,006,333 | $183.1M | 0.29% | +458,901+29.7% | Added |
| Sterling Capital Management LLC | 2,028,959 | $185.1M | 2.63% | −139,909−6.5% | Reduced |
| Marshall Wace, LLP | 2,031,878 | $185.4M | 0.22% | +1,075,014+112.3% | Added |
| North Peak Capital Management, LLC | 2,095,620 | $191.2M | 15.01% | −13,149−0.6% | Reduced |
| Beck Mack & Oliver LLC | 2,104,071 | $192.0M | 3.66% | −67,499−3.1% | Reduced |
| Los Angeles Capital Management LLC | 2,185,390 | $199.4M | 0.75% | −1,054,507−32.5% | Reduced |
| Van Eck Associates Corp | 2,190,801 | $199.9M | 0.23% | −285,435−11.5% | Reduced |
| Veritas Asset Management LLP | 2,223,011 | $202.8M | 2.03% | −70,462−3.1% | Reduced |
| Darsana Capital Partners LP | 2,250,000 | $205.3M | 5.86% | 00.0% | Unchanged |
| Cooke & Bieler LP | 2,255,425 | $205.8M | 2.06% | −156,890−6.5% | Reduced |
| US Bancorp | 2,366,170 | $215.9M | 0.27% | −113,639−4.6% | Reduced |
| Thrivent Financial for Lutherans | 2,378,672 | $217.0M | 0.47% | +300,873+14.5% | Added |
| PointState Capital LP | 2,408,147 | $219.7M | 4.70% | −652,389−21.3% | Reduced |
| Assenagon Asset Management S.A. | 2,410,858 | $220.0M | 0.35% | −540,822−18.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,431,002 | $221.8M | 0.44% | +778,685+47.1% | Added |
| New York State Common Retirement Fund | 2,433,111 | $222.0M | 0.30% | −72,296−2.9% | Reduced |
| Route One Investment Company, L.P. | 2,515,343 | $229.5M | 10.04% | −858,600−25.4% | Reduced |
| Citigroup Inc | 2,524,058 | $230.3M | 0.16% | +333,805+15.2% | Added |
| AQR Capital Management LLC | 2,549,953 | $231.7M | 0.19% | +191,643+8.1% | Added |
| Fort Washington Investment Advisors Inc | 2,576,688 | $235.1M | 1.35% | −22,095−0.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,664,658 | $243.1M | 1.04% | −17,151−0.6% | Reduced |
| Raymond James Financial Inc | 2,675,619 | $244.1M | 0.08% | +182,659+7.3% | Added |
| California State Teachers Retirement System | 2,701,032 | $246.4M | 0.27% | +57,731+2.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,705,116 | $246.8M | 0.26% | −215,914−7.4% | Reduced |
| Nordea Investment Management AB | 2,734,960 | $248.5M | 0.23% | +74,308+2.8% | Added |
| Findlay Park Partners LLP | 2,726,369 | $248.8M | 2.56% | −666,800−19.7% | Reduced |
| Two Sigma Investments, LP | 2,843,926 | $259.5M | 0.47% | +897,724+46.1% | Added |
| Neuberger Berman Group LLC | 2,857,238 | $260.6M | 0.20% | +9440.0% | Added |
| Voya Investment Management LLC | 2,894,395 | $264.1M | 0.26% | +2,408,557+495.8% | Added |
| California Public Employees Retirement System | 2,946,962 | $268.9M | 0.17% | −143,866−4.7% | Reduced |
| Bank of Montreal | 2,984,760 | $272.3M | 0.14% | +1,099,589+58.3% | Added |
| Wells Fargo & Company | 3,019,099 | $275.5M | 0.06% | +244,825+8.8% | Added |
| American Century Companies Inc | 3,025,726 | $276.1M | 0.15% | −445,581−12.8% | Reduced |
| Rhumbline Advisers | 3,061,161 | $279.3M | 0.24% | −22,425−0.7% | Reduced |
| Newlands Management Operations LLC | 3,196,166 | $291.6M | 1.54% | 00.0% | Unchanged |
| Timucuan Asset Management Inc | 3,196,830 | $291.7M | 8.53% | −75,288−2.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,277,467 | $299.0M | 0.24% | +225,750+7.4% | Added |
| HSBC Holdings PLC | 3,418,918 | $311.5M | 0.20% | −638,989−15.7% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 3,523,904 | $321.5M | 4.46% | −831,704−19.1% | Reduced |
| RPTC Inc. | 3,822,501 | $348.8M | 61.30% | 00.0% | Unchanged |
| National Pension Service | 3,840,019 | $350.4M | 0.30% | +692,603+22.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,917,265 | $357.4M | 0.22% | +83,750+2.2% | Added |
| Farallon Capital Management, L.L.C. | 3,959,057 | $361.2M | 1.65% | +126,200+3.3% | Added |
| Canada Pension Plan Investment Board | 3,963,095 | $361.6M | 0.31% | +999,018+33.7% | Added |
| Barclays PLC | 4,026,857 | $367.4M | 0.15% | −257,163−6.0% | Reduced |
| Lord, Abbett & Co. LLC | 4,078,410 | $372.1M | 1.20% | −73,998−1.8% | Reduced |
| Boston Partners | 4,223,094 | $386.5M | 0.43% | −681,517−13.9% | Reduced |
| London Co of Virginia | 4,323,063 | $394.4M | 2.23% | −105,323−2.4% | Reduced |
| Fiduciary Management Inc | 4,385,494 | $400.1M | 3.84% | −246,375−5.3% | Reduced |
| Yacktman Asset Management LP | 4,565,374 | $416.5M | 5.60% | −143,669−3.1% | Reduced |
| Provident Trust Co | 4,576,369 | $417.5M | 7.61% | −21,366−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,620,554 | $421.6M | 0.30% | −1,1500.0% | Reduced |
| Clearbridge Investments, LLC | 4,653,846 | $424.6M | 0.34% | +1,0910.0% | Added |
| Ensign Peak Advisors, Inc | 4,750,606 | $433.4M | 0.74% | −535,258−10.1% | Reduced |
| Dimensional Fund Advisors LP | 5,518,101 | $503.4M | 0.12% | +39,924+0.7% | Added |
| Two Sigma Advisers, LP | 5,644,295 | $515.0M | 1.06% | +772,200+15.8% | Added |