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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 1,849,024 | $176.5M | 0.33% | −581,978−23.9% | Reduced |
| Russell Investments Group, Ltd. | 1,815,901 | $173.6M | 0.20% | +188,251+11.6% | Added |
| CIBC Private Wealth Group, LLC | 1,810,337 | $172.8M | 0.30% | −29,055−1.6% | Reduced |
| Mondrian Investment Partners LTD | 1,771,276 | $169.1M | 2.82% | +1,771,276 | New |
| LPL Financial LLC | 1,712,712 | $163.5M | 0.05% | +154,474+9.9% | Added |
| SEI Investments Co | 1,706,322 | $162.9M | 0.18% | +160,582+10.4% | Added |
| CapitalatWork S.A. | 1,704,518 | $162.7M | 4.73% | +15,869+0.9% | Added |
| Voya Investment Management LLC | 1,693,542 | $161.7M | 0.16% | −1,200,853−41.5% | Reduced |
| Prudential Financial Inc | 1,665,518 | $159.0M | 0.19% | +500,436+43.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,663,639 | $158.8M | 0.25% | −250,700−13.1% | Reduced |
| Cooke & Bieler LP | 1,618,567 | $154.5M | 1.60% | −636,858−28.2% | Reduced |
| North Peak Capital Management, LLC | 1,594,496 | $152.2M | 17.29% | −501,124−23.9% | Reduced |
| Marshall Wace, LLP | 1,588,423 | $151.6M | 0.17% | −443,455−21.8% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,575,776 | $150.4M | 5.10% | +8,281+0.5% | Added |
| State Board of Administration of Florida Retirement System | 1,537,222 | $146.8M | 0.26% | −43,800−2.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,503,285 | $143.5M | 0.21% | +1,041,844+225.8% | Added |
| Voloridge Investment Management, LLC | 1,495,901 | $142.8M | 0.48% | +907,326+154.2% | Added |
| Danske Bank A/S | 1,493,597 | $142.6M | 0.35% | −234,951−13.6% | Reduced |
| Truist Financial Corp | 1,492,813 | $142.5M | 0.19% | −281,613−15.9% | Reduced |
| Veritas Asset Management LLP | 1,488,189 | $142.1M | 1.52% | −734,822−33.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,482,661 | $141.5M | 0.40% | +33,883+2.3% | Added |
| Man Group plc | 1,457,689 | $139.2M | 0.27% | +919,329+170.8% | Added |
| BNP Paribas Arbitrage, SA | 1,456,552 | $139.1M | 0.11% | −30,381−2.0% | Reduced |
| Liontrust Investment Partners LLP | 1,430,746 | $136.6M | 2.00% | −77,523−5.1% | Reduced |
| Korea Investment CORP | 1,428,604 | $136.4M | 0.28% | +230,108+19.2% | Added |
| Nearwater Capital Markets, Ltd | 1,424,879 | $136.0M | 1.82% | 00.0% | Unchanged |
| Capital International Investors | 1,415,784 | $135.2M | 0.02% | +27,490+2.0% | Added |
| New York State Teachers Retirement System | 1,394,190 | $133.1M | 0.26% | +136,692+10.9% | Added |
| Bank of Nova Scotia | 1,379,801 | $131.7M | 0.23% | +111,029+8.8% | Added |
| Manufacturers Life Insurance Company, The | 1,376,431 | $131.4M | 0.11% | +35,476+2.6% | Added |
| Great West Life Assurance Co | 1,355,181 | $131.3M | 0.19% | +110,145+8.8% | Added |
| Aviva PLC | 1,368,312 | $130.6M | 0.24% | +114,463+9.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,364,800 | $130.3M | 1.06% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 1,361,696 | $130.0M | 2.49% | +28,928+2.2% | Added |
| Parnassus Investments | 1,355,531 | $129.4M | 0.30% | +48,927+3.7% | Added |
| Sterling Capital Management LLC | 1,327,444 | $126.7M | 1.86% | −701,515−34.6% | Reduced |
| Royal London Asset Management Ltd | 1,321,220 | $126.1M | 0.27% | +32,893+2.6% | Added |
| Panagora Asset Management Inc | 1,279,360 | $122.1M | 0.49% | +561,105+78.1% | Added |
| Worldquant Millennium Advisors LLC | 1,264,176 | $120.7M | 0.52% | +843,074+200.2% | Added |
| Capitolis Liquid Global Markets LLC | 1,247,600 | $119.1M | 0.95% | −520,000−29.4% | Reduced |
| Macquarie Group Ltd | 1,239,317 | $118.3M | 0.14% | −616,464−33.2% | Reduced |
| Alyeska Investment Group, L.P. | 1,231,381 | $117.6M | 0.36% | +80,390+7.0% | Added |
| Bristol John W & Co Inc | 1,209,333 | $115.5M | 1.82% | −23,596−1.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,186,146 | $113.2M | 0.19% | +23,364+2.0% | Added |
| KBC Group NV | 1,150,205 | $109.8M | 0.26% | +23,176+2.1% | Added |
| STRS Ohio | 1,142,319 | $109.1M | 0.40% | +174,886+18.1% | Added |
| Retirement Systems of Alabama | 1,140,761 | $108.9M | 0.36% | −2,505−0.2% | Reduced |
| Schroder Investment Management Group | 1,122,487 | $108.8M | 0.09% | +78,195+7.5% | Added |
| FIL Ltd | 1,123,382 | $107.2M | 0.08% | −193,336−14.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,129,079 | $106.1M | 0.16% | +15,356+1.4% | Added |
| Cerity Partners LLC | 1,102,326 | $105.2M | 0.17% | −1,037−0.1% | Reduced |
| Park Presidio Capital LLC | 1,081,543 | $103.3M | 8.98% | +112,691+11.6% | Added |
| Treasurer of the State of North Carolina | 1,077,953 | $102.9M | 0.32% | +280,714+35.2% | Added |
| AustralianSuper Pty Ltd | 1,074,510 | $102.6M | 0.48% | −202,060−15.8% | Reduced |
| Stifel Financial Corp | 1,072,608 | $102.4M | 0.09% | −24,306−2.2% | Reduced |
| Intermede Investment Partners Ltd | 1,058,778 | $101.1M | 4.15% | −407,732−27.8% | Reduced |
| Pictet Asset Management Holding SA | 1,031,280 | $98.5M | 0.09% | +3,054+0.3% | Added |
| Renaissance Technologies LLC | 1,021,841 | $97.6M | 0.13% | −295,800−22.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,015,297 | $96.9M | 0.22% | +68,655+7.3% | Added |
| Crawford Investment Counsel Inc | 1,011,241 | $96.5M | 1.60% | −9,916−1.0% | Reduced |
| State of Wisconsin Investment Board | 1,006,574 | $96.1M | 0.22% | +16,946+1.7% | Added |
| Equity Investment Corp | 1,005,861 | $96.0M | 2.01% | −22,201−2.2% | Reduced |
| APG Asset Management N.V. | 1,162,602 | $94.5M | 0.27% | +35,000+3.1% | Added |
| Standard Life Aberdeen plc | 966,865 | $93.7M | 0.15% | +93,664+10.7% | Added |
| Squarepoint Ops LLC | 973,013 | $92.9M | 0.20% | +438,994+82.2% | Added |
| Employees Retirement System of Texas | 917,350 | $87.6M | 0.70% | +128,553+16.3% | Added |
| Storebrand Asset Management AS | 914,865 | $87.3M | 0.23% | +87,485+10.6% | Added |
| Par Capital Management Inc | 910,000 | $86.9M | 2.56% | +1,000+0.1% | Added |
| Snyder Capital Management L P | 902,154 | $86.1M | 1.63% | +270,508+42.8% | Added |
| Glenmede Investment Management, LP | 893,630 | $85.3M | 0.41% | −14,907−1.6% | Reduced |
| Jupiter Asset Management Ltd | 891,524 | $85.1M | 0.73% | +875,699+5,533.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 888,029 | $84.8M | 0.23% | −31,425−3.4% | Reduced |
| Assetmark, Inc | 873,197 | $83.4M | 0.18% | +155,007+21.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 870,072 | $83.1M | 1.11% | +870,072 | New |
| Toronto Dominion Bank | 862,538 | $82.3M | 0.16% | −353,898−29.1% | Reduced |
| Mackenzie Financial Corp | 850,757 | $81.2M | 0.10% | +199,363+30.6% | Added |
| Victory Capital Management Inc | 823,413 | $78.6M | 0.05% | +9,960+1.2% | Added |
| Clarkston Capital Partners, LLC | 822,313 | $78.5M | 1.69% | −82,006−9.1% | Reduced |
| Allianz Asset Management GmbH | 818,026 | $78.1M | 0.10% | +249,222+43.8% | Added |
| Carnegie Capital Asset Management, LLC | 813,935 | $77.7M | 1.46% | −12,404−1.5% | Reduced |
| Madison Asset Management, LLC | 809,610 | $77.3M | 0.85% | −31,472−3.7% | Reduced |
| Holocene Advisors, LP | 803,609 | $76.7M | 0.18% | −744,226−48.1% | Reduced |
| Central Securities Corp | 800,000 | $76.4M | 6.29% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 789,876 | $75.4M | 0.75% | +648,013+456.8% | Added |
| Ninety One UK Ltd | 768,604 | $73.4M | 0.16% | −149,015−16.2% | Reduced |
| Asset Management One Co.,Ltd. | 763,861 | $72.9M | 0.21% | +34,371+4.7% | Added |
| Barr E S & Co | 763,700 | $72.9M | 3.95% | −21,065−2.7% | Reduced |
| Swedbank AB | 761,816 | $72.7M | 0.07% | +6,796+0.9% | Added |
| HughesLittle Investment Management Ltd. | 759,031 | $72.5M | 12.12% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 756,005 | $72.2M | 0.94% | −57,869−7.1% | Reduced |
| Paralel Advisors LLC | 750,000 | $71.6M | 2.79% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 749,163 | $71.5M | 0.16% | −5,523−0.7% | Reduced |
| Becker Capital Management Inc | 747,319 | $71.3M | 2.08% | −8,520−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 771,119 | $71.1M | 0.11% | +49,800+6.9% | Added |
| TD Asset Management Inc | 738,079 | $70.5M | 0.06% | −11,311−1.5% | Reduced |
| Pinebridge Investments, L.P. | 735,027 | $70.2M | 0.52% | +219,093+42.5% | Added |
| Blair William & Co | 715,405 | $68.3M | 0.18% | −37,294−5.0% | Reduced |
| CI Private Wealth, LLC | 708,344 | $67.6M | 0.11% | −45,880−6.1% | Reduced |
| Summitry LLC | 692,597 | $66.1M | 2.79% | −238,670−25.6% | Reduced |
| Candriam Luxembourg S.C.A. | 685,923 | $65.5M | 0.34% | +568,880+486.0% | Added |