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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 1,926,506 | $175.8M | 0.42% | −728,425−27.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,914,339 | $174.7M | 0.29% | −269,700−12.3% | Reduced |
| Macquarie Group Ltd | 1,855,781 | $169.3M | 0.21% | −1,215,155−39.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,839,392 | $167.8M | 0.30% | −18,329−1.0% | Reduced |
| Millennium Management LLC | 1,790,097 | $163.3M | 0.15% | −5,058,101−73.9% | Reduced |
| Truist Financial Corp | 1,774,426 | $161.9M | 0.24% | −56,228−3.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 1,767,600 | $161.3M | 1.18% | +772,000+77.5% | Added |
| 1832 Asset Management L.P. | 1,748,922 | $159.6M | 0.28% | +1,374,469+367.1% | Added |
| Danske Bank A/S | 1,728,548 | $157.7M | 0.39% | +279,756+19.3% | Added |
| Qube Research & Technologies Ltd | 1,696,997 | $154.8M | 0.21% | +1,696,997 | New |
| CapitalatWork S.A. | 1,688,649 | $154.1M | 4.68% | −47,836−2.8% | Reduced |
| Russell Investments Group, Ltd. | 1,627,650 | $148.3M | 0.19% | −4070.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,581,022 | $144.3M | 0.26% | +26,480+1.7% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,567,495 | $143.0M | 4.90% | +618,429+65.2% | Added |
| LPL Financial LLC | 1,558,238 | $142.2M | 0.05% | +209,846+15.6% | Added |
| Holocene Advisors, LP | 1,547,835 | $141.2M | 0.35% | +395,173+34.3% | Added |
| SEI Investments Co | 1,545,740 | $141.0M | 0.16% | −80,472−4.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,534,596 | $140.0M | 0.14% | −6,383,046−80.6% | Reduced |
| Liontrust Investment Partners LLP | 1,508,269 | $137.6M | 1.97% | −95,632−6.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,486,933 | $135.7M | 0.11% | −2,783,518−65.2% | Reduced |
| Intermede Investment Partners Ltd | 1,466,510 | $133.8M | 4.13% | −76,424−5.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,448,778 | $132.2M | 0.39% | −757,428−34.3% | Reduced |
| Nearwater Capital Markets, Ltd | 1,424,879 | $130.0M | 2.08% | +1,324,879+1,324.9% | Added |
| National Bank of Canada | 1,397,847 | $127.5M | 0.14% | −281,594−16.8% | Reduced |
| Capital International Investors | 1,388,294 | $126.7M | 0.02% | +11,316+0.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,364,800 | $124.5M | 1.05% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 1,345,009 | $122.7M | 0.95% | +1,345,009 | New |
| Manufacturers Life Insurance Company, The | 1,340,955 | $122.3M | 0.11% | −31,354−2.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,332,768 | $121.6M | 2.47% | +526,383+65.3% | Added |
| Renaissance Technologies LLC | 1,317,641 | $120.2M | 0.16% | +597,000+82.8% | Added |
| FIL Ltd | 1,316,718 | $120.1M | 0.10% | +213,102+19.3% | Added |
| Parnassus Investments | 1,306,604 | $119.2M | 0.27% | −720−0.1% | Reduced |
| Royal London Asset Management Ltd | 1,288,327 | $117.5M | 0.27% | +6,644+0.5% | Added |
| AustralianSuper Pty Ltd | 1,276,570 | $116.5M | 0.59% | −85,745−6.3% | Reduced |
| Bank of Nova Scotia | 1,268,772 | $115.8M | 0.24% | −31,509−2.4% | Reduced |
| New York State Teachers Retirement System | 1,257,498 | $114.7M | 0.24% | +6,422+0.5% | Added |
| Aviva PLC | 1,253,849 | $114.4M | 0.24% | +131,059+11.7% | Added |
| Great West Life Assurance Co | 1,245,036 | $113.6M | 0.18% | −2,277−0.2% | Reduced |
| Bristol John W & Co Inc | 1,232,929 | $112.5M | 1.82% | +366,076+42.2% | Added |
| Toronto Dominion Bank | 1,216,436 | $111.0M | 0.24% | +327,086+36.8% | Added |
| Korea Investment CORP | 1,198,496 | $109.4M | 0.24% | −84,695−6.6% | Reduced |
| Prudential Financial Inc | 1,165,082 | $106.3M | 0.14% | +250,627+27.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,162,782 | $106.1M | 0.19% | −18,781−1.6% | Reduced |
| Alyeska Investment Group, L.P. | 1,150,991 | $105.0M | 0.37% | −691,091−37.5% | Reduced |
| Retirement Systems of Alabama | 1,143,266 | $104.3M | 0.37% | −62,773−5.2% | Reduced |
| KBC Group NV | 1,127,029 | $102.8M | 0.28% | −963,410−46.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,113,723 | $101.9M | 0.17% | +26,368+2.4% | Added |
| Freestone Grove Partners LP | 1,112,366 | $101.5M | 0.77% | −444,043−28.5% | Reduced |
| Stifel Financial Corp | 1,096,914 | $100.1M | 0.10% | +162,081+17.3% | Added |
| Cerity Partners LLC | 1,103,363 | $99.1M | 0.18% | −4,820−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,072,894 | $97.9M | 0.24% | +28,156+2.7% | Added |
| Schroder Investment Management Group | 1,044,292 | $95.3M | 0.08% | +103,791+11.0% | Added |
| Pictet Asset Management Holding SA | 1,028,226 | $93.8M | 0.10% | −6,228−0.6% | Reduced |
| Equity Investment Corp | 1,028,062 | $93.8M | 2.05% | −535,530−34.2% | Reduced |
| Bain Capital Public Equity Management II, LLC | 1,023,658 | $93.4M | 4.42% | +6,727+0.7% | Added |
| Crawford Investment Counsel Inc | 1,021,157 | $93.2M | 1.63% | −16,724−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 1,000,732 | $91.3M | 0.99% | +1,000,732 | New |
| State of Wisconsin Investment Board | 989,628 | $90.3M | 0.22% | −2,954−0.3% | Reduced |
| Park Presidio Capital LLC | 968,852 | $88.4M | 9.37% | +604,887+166.2% | Added |
| Citadel Advisors LLC | 967,869 | $88.3M | 0.08% | −19,534,868−95.3% | Reduced |
| STRS Ohio | 967,433 | $88.3M | 0.33% | +1330.0% | Added |
| APG Asset Management N.V. | 1,127,602 | $87.6M | 0.26% | +20,721+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 946,642 | $86.4M | 0.21% | +259,907+37.8% | Added |
| Summitry LLC | 931,267 | $85.0M | 3.85% | −98,278−9.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 919,454 | $83.9M | 0.24% | +10,306+1.1% | Added |
| Ninety One UK Ltd | 917,619 | $83.7M | 0.20% | −126,685−12.1% | Reduced |
| Par Capital Management Inc | 909,000 | $82.9M | 2.71% | +4,000+0.4% | Added |
| Glenmede Investment Management, LP | 908,537 | $82.9M | 0.42% | +908,537 | New |
| Clarkston Capital Partners, LLC | 904,319 | $82.5M | 1.75% | −11,015−1.2% | Reduced |
| Premier Fund Managers Ltd | 903,915 | $81.3M | 2.97% | +3,553+0.4% | Added |
| Standard Life Aberdeen plc | 873,201 | $79.7M | 0.14% | −146,422−14.4% | Reduced |
| Madison Asset Management, LLC | 841,082 | $76.7M | 0.83% | −116,559−12.2% | Reduced |
| Storebrand Asset Management AS | 827,380 | $75.5M | 0.22% | +55,185+7.1% | Added |
| Carnegie Capital Asset Management, LLC | 826,339 | $75.4M | 1.52% | +6,486+0.8% | Added |
| Thornburg Investment Management Inc | 813,874 | $74.3M | 0.96% | −87,685−9.7% | Reduced |
| Victory Capital Management Inc | 813,453 | $74.2M | 0.05% | +266,771+48.8% | Added |
| Central Securities Corp | 800,000 | $73.0M | 6.44% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 797,239 | $72.7M | 0.23% | +38,701+5.1% | Added |
| Employees Retirement System of Texas | 788,797 | $72.0M | 0.59% | −8,203−1.0% | Reduced |
| Barr E S & Co | 784,765 | $71.6M | 4.10% | −9,935−1.3% | Reduced |
| HughesLittle Investment Management Ltd. | 759,031 | $69.3M | 14.22% | −6,429−0.8% | Reduced |
| Becker Capital Management Inc | 755,839 | $69.0M | 2.15% | −3470.0% | Reduced |
| Swedbank AB | 755,020 | $68.9M | 0.08% | +755,020 | New |
| Mitsubishi UFJ Trust & Banking Corp | 754,686 | $68.9M | 0.16% | −1,841−0.2% | Reduced |
| CI Private Wealth, LLC | 754,224 | $68.8M | 0.10% | −53,080−6.6% | Reduced |
| Blair William & Co | 752,699 | $68.7M | 0.19% | −111,138−12.9% | Reduced |
| Paralel Advisors LLC | 750,000 | $68.4M | 2.79% | 00.0% | Unchanged |
| TD Asset Management Inc | 749,390 | $68.4M | 0.06% | +2,228+0.3% | Added |
| Cercano Management LLC | 740,267 | $67.5M | 1.93% | −395,213−34.8% | Reduced |
| Asset Management One Co.,Ltd. | 729,490 | $66.6M | 0.21% | +381+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 721,319 | $65.8M | 0.11% | −88,297−10.9% | Reduced |
| Panagora Asset Management Inc | 718,255 | $65.5M | 0.30% | +700,063+3,848.2% | Added |
| Assetmark, Inc | 718,190 | $65.5M | 0.15% | +286,871+66.5% | Added |
| Maplelane Capital, LLC | 715,280 | $65.3M | 4.02% | +515,280+257.6% | Added |
| Public Employees Retirement System of Ohio | 696,105 | $63.5M | 0.21% | +14,503+2.1% | Added |
| Balyasny Asset Management LLC | 695,332 | $63.4M | 0.14% | −4,600,797−86.9% | Reduced |
| Aureus Asset Management, LLC | 653,515 | $59.6M | 3.81% | −10,760−1.6% | Reduced |
| MML Investors Services, LLC | 653,419 | $59.6M | 0.17% | +31,441+5.1% | Added |
| Mackenzie Financial Corp | 651,394 | $59.4M | 0.08% | +35,225+5.7% | Added |
| Mn Services Vermogensbeheer B.V. | 644,000 | $58.8M | 0.41% | +92,400+16.8% | Added |