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, Q3 2025
Institutional positions in Schwab Charles Corp as of Sep 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
- 2,174
- +61 vs. Q2 2025
- Shares held
- 1.46B
- −27.5M (−1.9%) vs. Q2 2025
- Total value
- $139.2B
- +$3.74B (+2.8%) vs. Q2 2025
- New holders
- 177
- 932 more added
- Sold out
- 116
- 764 more reduced
33 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 151,585,214 | $14.5B | 0.22% | +403,133+0.3% | Added |
| BlackRock, Inc. | 132,280,754 | $12.6B | 0.22% | +4,067,647+3.2% | Added |
| Dodge & Cox | 83,043,253 | $7.93B | 4.28% | −1,314,632−1.6% | Reduced |
| State Street Corp | 73,156,290 | $6.98B | 0.24% | +691,671+1.0% | Added |
| JPMorgan Chase & Co | 60,587,654 | $5.78B | 0.37% | −10,016,576−14.2% | Reduced |
| Price T Rowe Associates Inc | 57,444,595 | $5.48B | 0.59% | −17,391,174−23.2% | Reduced |
| Geode Capital Management, LLC | 37,569,398 | $3.57B | 0.23% | +188,215+0.5% | Added |
| FMR LLC | 31,525,696 | $3.01B | 0.16% | −3,053,365−8.8% | Reduced |
| Franklin Resources Inc | 30,106,349 | $2.87B | 0.72% | +70,412+0.2% | Added |
| Morgan Stanley | 24,726,202 | $2.36B | 0.14% | +637,348+2.6% | Added |
| Fisher Asset Management, LLC | 21,646,588 | $2.07B | 0.75% | +269,898+1.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 21,235,618 | $2.03B | 3.25% | −1,734,055−7.5% | Reduced |
| Primecap Management Co | 21,209,187 | $2.02B | 1.55% | +2,174,381+11.4% | Added |
| Artisan Partners Limited Partnership | 17,725,669 | $1.69B | 2.43% | −451,143−2.5% | Reduced |
| Massachusetts Financial Services Co | 17,084,112 | $1.63B | 0.51% | −1,321,149−7.2% | Reduced |
| Northern Trust Corp | 17,001,627 | $1.62B | 0.21% | −106,047−0.6% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 16,583,101 | $1.58B | 4.11% | +809,876+5.1% | Added |
| Invesco Ltd. | 15,941,021 | $1.52B | 0.24% | +765,623+5.0% | Added |
| Bank of America Corp | 15,108,771 | $1.44B | 0.11% | −287,095−1.9% | Reduced |
| Alliancebernstein L.P. | 14,406,616 | $1.38B | 0.43% | −967,617−6.3% | Reduced |
| Brown Advisory Inc | 12,492,261 | $1.19B | 1.55% | +330,001+2.7% | Added |
| Bank of New York Mellon Corp | 11,880,727 | $1.13B | 0.20% | −2,301,405−16.2% | Reduced |
| UBS Asset Management Americas Inc | 11,592,153 | $1.11B | 0.24% | −2,751,635−19.2% | Reduced |
| Generation Investment Management LLP | 10,726,323 | $1.02B | 6.78% | −3,159,133−22.8% | Reduced |
| Flossbach Von Storch AG | 10,631,352 | $1.01B | 4.00% | +51,181+0.5% | Added |
| Charles Schwab Investment Management Inc | 9,471,853 | $904.3M | 0.14% | −6010.0% | Reduced |
| Goldman Sachs Group Inc | 9,424,864 | $899.8M | 0.13% | +416,981+4.6% | Added |
| Legal & General Group Plc | 8,984,278 | $857.7M | 0.19% | +414,329+4.8% | Added |
| Ameriprise Financial Inc | 8,072,015 | $770.6M | 0.18% | −1,090,220−11.9% | Reduced |
| Wellington Management Group LLP | 8,066,891 | $770.1M | 0.13% | −4,382,062−35.2% | Reduced |
| Baird Financial Group, Inc. | 7,684,195 | $733.6M | 1.18% | +389,252+5.3% | Added |
| D. E. Shaw & Co., Inc. | 7,664,758 | $731.8M | 0.59% | +6,130,162+399.5% | Added |
| Bamco Inc | 7,131,959 | $680.9M | 1.81% | +80,591+1.1% | Added |
| Amundi | 6,982,838 | $656.4M | 0.21% | +1,238,813+21.6% | Added |
| Royal Bank of Canada | 6,566,233 | $626.9M | 0.11% | +140,921+2.2% | Added |
| Lazard Asset Management LLC | 6,533,016 | $623.7M | 0.84% | −356,723−5.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 6,315,561 | $602.9M | 9.99% | −283,261−4.3% | Reduced |
| Deutsche Bank AG | 6,146,518 | $586.8M | 0.20% | −192,453−3.0% | Reduced |
| Two Sigma Advisers, LP | 5,958,895 | $568.9M | 1.14% | +314,600+5.6% | Added |
| Allen Investment Management LLC | 5,848,558 | $558.4M | 6.20% | −1,824,435−23.8% | Reduced |
| Janus Henderson Group PLC | 5,822,549 | $555.9M | 0.25% | −538,207−8.5% | Reduced |
| Envestnet Asset Management Inc | 5,757,531 | $549.7M | 0.16% | −432,133−7.0% | Reduced |
| Nuveen, LLC | 5,749,792 | $548.9M | 0.14% | −16,908−0.3% | Reduced |
| Dimensional Fund Advisors LP | 5,747,273 | $548.7M | 0.12% | +229,172+4.2% | Added |
| Canada Pension Plan Investment Board | 5,482,060 | $523.4M | 0.37% | +1,518,965+38.3% | Added |
| Arrowstreet Capital, Limited Partnership | 5,323,392 | $508.2M | 0.32% | +702,838+15.2% | Added |
| UBS Group AG | 5,075,695 | $484.6M | 0.09% | −3,978,018−43.9% | Reduced |
| Barclays PLC | 4,906,915 | $468.5M | 0.17% | +880,058+21.9% | Added |
| Citigroup Inc | 4,729,057 | $451.5M | 0.31% | +2,204,999+87.4% | Added |
| Clearbridge Investments, LLC | 4,622,055 | $441.3M | 0.33% | −31,791−0.7% | Reduced |
| Provident Trust Co | 4,587,607 | $438.0M | 7.30% | +11,238+0.2% | Added |
| Principal Financial Group Inc | 4,428,331 | $422.8M | 0.21% | −1,886,493−29.9% | Reduced |
| Boston Partners | 4,393,851 | $419.1M | 0.43% | +170,757+4.0% | Added |
| Millennium Management LLC | 4,305,448 | $411.0M | 0.32% | +2,515,351+140.5% | Added |
| London Co of Virginia | 4,238,650 | $404.7M | 2.23% | −84,413−2.0% | Reduced |
| Fiduciary Management Inc | 4,207,011 | $401.6M | 4.06% | −178,483−4.1% | Reduced |
| Yacktman Asset Management LP | 4,194,646 | $400.5M | 5.52% | −370,728−8.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,002,413 | $382.1M | 0.22% | +85,148+2.2% | Added |
| Citadel Advisors LLC | 3,903,980 | $372.7M | 0.30% | +2,936,111+303.4% | Added |
| National Pension Service | 3,900,193 | $372.4M | 0.29% | +60,174+1.6% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 3,821,904 | $364.9M | 4.19% | +298,000+8.5% | Added |
| HSBC Holdings PLC | 3,793,185 | $361.2M | 0.21% | +374,267+10.9% | Added |
| RPTC Inc. | 3,522,501 | $336.3M | 58.72% | −300,000−7.8% | Reduced |
| Lord, Abbett & Co. LLC | 3,433,615 | $327.8M | 0.98% | −644,795−15.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,431,217 | $327.6M | 0.24% | +153,750+4.7% | Added |
| Farallon Capital Management, L.L.C. | 3,251,657 | $310.4M | 1.75% | −707,400−17.9% | Reduced |
| Ensign Peak Advisors, Inc | 3,240,777 | $309.4M | 0.51% | −1,509,829−31.8% | Reduced |
| California Public Employees Retirement System | 3,214,609 | $306.9M | 0.18% | +267,647+9.1% | Added |
| Newlands Management Operations LLC | 3,196,166 | $305.1M | 1.45% | 00.0% | Unchanged |
| Timucuan Asset Management Inc | 3,131,888 | $299.0M | 8.76% | −64,942−2.0% | Reduced |
| Bank of Montreal | 3,095,284 | $295.5M | 0.13% | +110,524+3.7% | Added |
| AQR Capital Management LLC | 3,083,729 | $294.4M | 0.19% | +533,776+20.9% | Added |
| Nordea Investment Management AB | 3,040,864 | $291.4M | 0.26% | +305,904+11.2% | Added |
| Rhumbline Advisers | 3,037,935 | $290.0M | 0.23% | −23,226−0.8% | Reduced |
| Wells Fargo & Company | 3,028,313 | $289.1M | 0.06% | +9,214+0.3% | Added |
| Point72 Asset Management, L.P. | 2,748,409 | $262.4M | 0.57% | +821,903+42.7% | Added |
| California State Teachers Retirement System | 2,738,851 | $261.5M | 0.27% | +37,819+1.4% | Added |
| American Century Companies Inc | 2,722,654 | $259.9M | 0.13% | −303,072−10.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,713,024 | $259.0M | 0.23% | +7,908+0.3% | Added |
| Two Sigma Investments, LP | 2,555,620 | $244.0M | 0.37% | −288,306−10.1% | Reduced |
| Raymond James Financial Inc | 2,538,784 | $242.4M | 0.08% | −136,835−5.1% | Reduced |
| Fort Washington Investment Advisors Inc | 2,495,446 | $238.2M | 1.29% | −81,242−3.2% | Reduced |
| Thrivent Financial for Lutherans | 2,476,321 | $236.4M | 0.47% | +97,649+4.1% | Added |
| PointState Capital LP | 2,408,147 | $229.9M | 4.12% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,330,400 | $222.5M | 0.87% | −334,258−12.5% | Reduced |
| Balyasny Asset Management LLC | 2,323,444 | $221.8M | 0.45% | +1,628,112+234.1% | Added |
| US Bancorp | 2,299,785 | $219.6M | 0.26% | −66,385−2.8% | Reduced |
| Qube Research & Technologies Ltd | 2,254,373 | $215.2M | 0.30% | +557,376+32.8% | Added |
| Darsana Capital Partners LP | 2,250,000 | $214.8M | 5.06% | 00.0% | Unchanged |
| Route One Investment Company, L.P. | 2,244,193 | $214.3M | 8.55% | −271,150−10.8% | Reduced |
| First Trust Advisors LP | 2,206,320 | $210.6M | 0.16% | +1,644,503+292.7% | Added |
| Findlay Park Partners LLP | 2,095,269 | $200.0M | 2.10% | −631,100−23.1% | Reduced |
| Beck Mack & Oliver LLC | 2,063,673 | $197.0M | 3.58% | −40,398−1.9% | Reduced |
| Assenagon Asset Management S.A. | 1,999,123 | $190.9M | 0.28% | −411,735−17.1% | Reduced |
| Natixis Advisors, L.P. | 1,994,892 | $190.5M | 0.28% | −11,441−0.6% | Reduced |
| Neuberger Berman Group LLC | 1,975,293 | $188.7M | 0.14% | −881,945−30.9% | Reduced |
| New York State Common Retirement Fund | 1,972,536 | $188.3M | 0.24% | −460,575−18.9% | Reduced |
| Los Angeles Capital Management LLC | 1,963,318 | $187.4M | 0.64% | −222,072−10.2% | Reduced |
| Van Eck Associates Corp | 1,914,212 | $182.7M | 0.17% | −276,589−12.6% | Reduced |
| Jane Street Group, LLC | 1,888,236 | $180.3M | 0.21% | +1,262,203+201.6% | Added |