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 |
|---|---|---|---|---|---|
| Snyder Capital Management L P | 631,646 | $57.6M | 1.23% | −101,134−13.8% | Reduced |
| State of Tennessee, Treasury Department | 630,886 | $57.6M | 0.21% | +14,382+2.3% | Added |
| Jane Street Group, LLC | 626,033 | $57.1M | 0.09% | −228,989−26.8% | Reduced |
| Provident Investment Management, Inc. | 620,853 | $56.6M | 4.85% | −2,754−0.4% | Reduced |
| KLP Kapitalforvaltning AS | 614,372 | $56.1M | 0.24% | +23,900+4.0% | Added |
| Handelsbanken Fonder AB | 608,308 | $55.5M | 0.20% | +95,275+18.6% | Added |
| CORDA Investment Management, LLC. | 596,666 | $54.4M | 4.00% | −11,940−2.0% | Reduced |
| Sandhill Capital Partners LLC | 595,557 | $54.3M | 3.90% | +2,942+0.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 590,606 | $53.9M | 0.31% | −30,565−4.9% | Reduced |
| Voloridge Investment Management, LLC | 588,575 | $53.7M | 0.20% | +551,326+1,480.1% | Added |
| PFG Advisors | 1,994,936 | $53.2M | 2.52% | +1,991,895+65,501.3% | Added |
| State of New Jersey Common Pension Fund D | 581,976 | $53.1M | 0.21% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 581,823 | $53.0M | 0.26% | +25,490+4.6% | Added |
| Allianz Asset Management GmbH | 568,804 | $51.9M | 0.07% | −56,063−9.0% | Reduced |
| Rafferty Asset Management, LLC | 567,863 | $51.8M | 0.17% | +9,193+1.6% | Added |
| Nomura Asset Management Co Ltd | 562,786 | $51.3M | 0.14% | +26,952+5.0% | Added |
| First Trust Advisors LP | 561,817 | $51.3M | 0.04% | +406,146+260.9% | Added |
| Mount Capital Ltd | 556,678 | $50.8M | 16.37% | 00.0% | Unchanged |
| Delta Global Management LP | 541,073 | $49.4M | 3.30% | −144,729−21.1% | Reduced |
| Man Group plc | 538,360 | $49.1M | 0.11% | +194,115+56.4% | Added |
| Squarepoint Ops LLC | 534,019 | $48.7M | 0.11% | −97,360−15.4% | Reduced |
| Mariner, LLC | 533,081 | $48.6M | 0.07% | −26,722−4.8% | Reduced |
| Pinebridge Investments, L.P. | 515,934 | $47.1M | 0.38% | −44,438−7.9% | Reduced |
| Creative Planning | 508,080 | $46.4M | 0.04% | −20,504−3.9% | Reduced |
| Azora Capital LP | 507,207 | $46.3M | 2.09% | −1,112,376−68.7% | Reduced |
| Arizona State Retirement System | 503,674 | $46.0M | 0.26% | −30,814−5.8% | Reduced |
| North Star Asset Management Inc | 500,753 | $45.7M | 1.93% | −2,216−0.4% | Reduced |
| Caledonia Investments PLC | 501,000 | $45.7M | 4.49% | +501,000 | New |
| Janney Montgomery Scott LLC | 497,400 | $45.4M | 0.12% | −34,024−6.4% | Reduced |
| Teacher Retirement System of Texas | 495,032 | $45.2M | 0.19% | +118,607+31.5% | Added |
| Lido Advisors, LLC | 487,004 | $44.4M | 0.23% | +18,391+3.9% | Added |
| Oak Associates, Ltd | 486,157 | $44.4M | 2.90% | +1,100+0.2% | Added |
| Associated Banc-Corp | 482,724 | $44.0M | 1.25% | +5,885+1.2% | Added |
| Coronation Fund Managers Ltd. | 480,481 | $43.8M | 2.38% | −80,382−14.3% | Reduced |
| Ami Asset Management Corp | 480,288 | $43.8M | 2.50% | −242,283−33.5% | Reduced |
| Basswood Capital Management, L.L.C. | 470,579 | $42.9M | 2.14% | −55,711−10.6% | Reduced |
| State of Michigan Retirement System | 464,366 | $42.4M | 0.22% | +2,100+0.5% | Added |
| Robeco Institutional Asset Management B.V. | 461,441 | $42.1M | 0.07% | +261,856+131.2% | Added |
| First Manhattan Co | 459,985 | $42.0M | 0.12% | −1,412−0.3% | Reduced |
| Crown Oak Advisors, LLC | 459,576 | $41.9M | 19.83% | +2,134+0.5% | Added |
| Nisa Investment Advisors, LLC | 448,963 | $41.0M | 0.18% | −64,551−12.6% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 447,027 | $40.8M | 3.35% | +402,093+894.9% | Added |
| Forsta Ap-Fonden | 445,401 | $40.6M | 0.27% | +55,700+14.3% | Added |
| Blue Whale Capital LLP | 445,122 | $40.6M | 2.66% | +111,441+33.4% | Added |
| Hardman Johnston Global Advisors LLC | 444,258 | $40.5M | 1.80% | +1,305+0.3% | Added |
| MetLife Investment Management | 441,959 | $40.3M | 0.24% | −7,023−1.6% | Reduced |
| Allen Operations LLC | 440,097 | $40.2M | 5.52% | 00.0% | Unchanged |
| Ossiam | 429,514 | $39.2M | 0.44% | −918,685−68.1% | Reduced |
| Cetera Investment Advisers | 428,463 | $39.1M | 0.07% | +29,339+7.4% | Added |
| Worldquant Millennium Advisors LLC | 421,102 | $38.4M | 0.19% | +290,595+222.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 418,885 | $38.2M | 0.20% | +29,177+7.5% | Added |
| Czech National Bank | 417,484 | $38.1M | 0.30% | +26,076+6.7% | Added |
| Berkshire Asset Management LLC | 411,371 | $37.5M | 1.70% | −315−0.1% | Reduced |
| Ariel Investments, LLC | 406,048 | $37.0M | 0.42% | −152,119−27.3% | Reduced |
| Public Sector Pension Investment Board | 403,517 | $36.8M | 0.16% | −52,087−11.4% | Reduced |
| DekaBank Deutsche Girozentrale | 396,106 | $35.7M | 0.06% | −23,212−5.5% | Reduced |
| Moore Capital Management, LP | 390,880 | $35.7M | 0.71% | +67,095+20.7% | Added |
| CIBC World Markets Inc. | 384,486 | $35.1M | 0.08% | −285,395−42.6% | Reduced |
| ProShare Advisors LLC | 383,647 | $35.0M | 0.07% | −21,823−5.4% | Reduced |
| Whittier Trust Co | 380,291 | $34.7M | 0.42% | +11,297+3.1% | Added |
| Gateway Investment Advisers LLC | 376,935 | $34.4M | 0.38% | −3,985−1.0% | Reduced |
| Cresset Asset Management, LLC | 374,103 | $34.1M | 0.17% | −3,871−1.0% | Reduced |
| D.A. Davidson & Co. | 373,292 | $34.1M | 0.24% | −6,967−1.8% | Reduced |
| Picton Mahoney Asset Management | 371,619 | $33.9M | 0.48% | +49,689+15.4% | Added |
| Advisor Group Holdings, Inc. | 368,451 | $33.4M | 0.06% | +36,936+11.1% | Added |
| Commonwealth Equity Services, LLC | 363,492 | $33.2M | 0.04% | −2,766−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 362,913 | $33.1M | 0.02% | +22,208+6.5% | Added |
| Greenstone Partners & Co., LLC | 361,845 | $33.0M | 7.74% | −74,430−17.1% | Reduced |
| Tudor Investment Corp Et Al | 361,407 | $33.0M | 0.25% | +361,407 | New |
| HighTower Advisors, LLC | 358,238 | $32.7M | 0.04% | −17,843−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 354,216 | $32.3M | 0.14% | −279,664−44.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 350,483 | $32.0M | 0.14% | +3,900+1.1% | Added |
| Calamos Advisors LLC | 347,744 | $31.7M | 0.14% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 346,701 | $31.6M | 0.11% | +38,393+12.5% | Added |
| Greatmark Investment Partners, Inc. | 343,792 | $31.4M | 3.94% | +5,210+1.5% | Added |
| Comerica Bank | 343,221 | $31.3M | 0.12% | −16,127−4.5% | Reduced |
| Castleark Management LLC | 342,240 | $31.2M | 0.94% | +332,880+3,556.4% | Added |
| Mairs & Power Inc | 337,277 | $30.8M | 0.30% | −169,920−33.5% | Reduced |
| Amalgamated Bank | 334,552 | $30.5M | 0.24% | +765+0.2% | Added |
| IFM Investors Pty Ltd | 333,109 | $30.4M | 0.29% | +14,763+4.6% | Added |
| Sequoia Financial Advisors, LLC | 330,159 | $30.1M | 0.21% | +1,999+0.6% | Added |
| AXA S.A. | 329,222 | $30.0M | 0.09% | +98,629+42.8% | Added |
| Flputnam Investment Management Co | 329,155 | $30.0M | 0.52% | −3,619−1.1% | Reduced |
| DnB Asset Management AS | 326,274 | $29.8M | 0.12% | −13,844−4.1% | Reduced |
| Vident Advisory, LLC | 323,063 | $29.5M | 0.33% | +265,475+461.0% | Added |
| Smith Group Asset Management, LLC | 320,718 | $29.3M | 1.92% | +112,632+54.1% | Added |
| Quantinno Capital Management LP | 317,724 | $29.0M | 0.13% | +110,543+53.4% | Added |
| Bessemer Group Inc | 316,508 | $28.9M | 0.05% | +18,681+6.3% | Added |
| Xponance, Inc. | 315,651 | $28.8M | 0.24% | +10,010+3.3% | Added |
| Crossmark Global Holdings, Inc. | 311,887 | $28.5M | 0.46% | +52,149+20.1% | Added |
| Bowen Hanes & Co Inc | 311,216 | $28.4M | 0.72% | +160,610+106.6% | Added |
| Rockefeller Capital Management L.P. | 299,760 | $28.2M | 0.06% | +12,696+4.4% | Added |
| Trexquant Investment LP | 303,080 | $27.7M | 0.31% | +303,080 | New |
| Epoch Investment Partners, Inc. | 301,441 | $27.5M | 0.14% | +967+0.3% | Added |
| Susquehanna International Group, LLP | 299,817 | $27.4M | 0.04% | −85,571−22.2% | Reduced |
| Titan Global Capital Management USA LLC | 297,283 | $27.1M | 4.28% | +60,491+25.5% | Added |
| Davis Selected Advisers | 296,438 | $27.0M | 0.14% | −1,168−0.4% | Reduced |
| Park National Corp | 292,045 | $26.6M | 0.88% | −26,355−8.3% | Reduced |
| Martingale Asset Management L P | 291,176 | $26.6M | 0.65% | −26,999−8.5% | Reduced |
| Captrust Financial Advisors | 291,020 | $26.6M | 0.06% | +8,290+2.9% | Added |