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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 681,752 | $65.1M | 0.21% | −14,353−2.1% | Reduced |
| Public Sector Pension Investment Board | 677,875 | $64.7M | 0.24% | +274,358+68.0% | Added |
| MML Investors Services, LLC | 676,207 | $64.6M | 0.17% | +22,788+3.5% | Added |
| Creative Planning | 669,657 | $63.9M | 0.05% | +161,577+31.8% | Added |
| Teacher Retirement System of Texas | 665,805 | $63.6M | 0.26% | +170,773+34.5% | Added |
| Mn Services Vermogensbeheer B.V. | 655,200 | $62.6M | 0.40% | +11,200+1.7% | Added |
| National Bank of Canada | 642,879 | $61.4M | 0.07% | −754,968−54.0% | Reduced |
| Freestone Grove Partners LP | 639,429 | $61.0M | 0.46% | −472,937−42.5% | Reduced |
| Bowen Hanes & Co Inc | 637,171 | $60.8M | 1.52% | +325,955+104.7% | Added |
| State of Tennessee, Treasury Department | 630,886 | $60.2M | 0.20% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 622,171 | $59.4M | 3.87% | −31,344−4.8% | Reduced |
| KLP Kapitalforvaltning AS | 615,272 | $58.7M | 0.23% | +900+0.1% | Added |
| Handelsbanken Fonder AB | 614,969 | $58.7M | 0.19% | +6,661+1.1% | Added |
| Moore Capital Management, LP | 614,240 | $58.6M | 1.17% | +223,360+57.1% | Added |
| Castleark Management LLC | 611,674 | $58.4M | 1.64% | +269,434+78.7% | Added |
| Caledonia Investments PLC | 611,000 | $58.3M | 5.74% | +110,000+22.0% | Added |
| State of New Jersey Common Pension Fund D | 604,519 | $57.7M | 0.21% | +22,543+3.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 603,605 | $57.6M | 0.30% | +12,999+2.2% | Added |
| Credit Agricole S A | 598,361 | $57.1M | 0.19% | +598,361 | New |
| Ofi Invest Asset Management | 699,086 | $56.8M | 1.20% | +689,427+7,137.7% | Added |
| Nomura Asset Management Co Ltd | 594,452 | $56.8M | 0.15% | +31,666+5.6% | Added |
| Sandhill Capital Partners LLC | 589,042 | $56.2M | 3.93% | −6,515−1.1% | Reduced |
| CORDA Investment Management, LLC. | 583,938 | $55.7M | 3.92% | −12,728−2.1% | Reduced |
| Federated Hermes, Inc. | 578,318 | $55.2M | 0.10% | +396,525+218.1% | Added |
| Rafferty Asset Management, LLC | 567,858 | $54.2M | 0.18% | −50.0% | Reduced |
| Mariner, LLC | 564,196 | $53.9M | 0.07% | +31,115+5.8% | Added |
| Mount Capital Ltd | 556,678 | $53.1M | 19.06% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 553,802 | $53.0M | 0.25% | −28,021−4.8% | Reduced |
| Quantinno Capital Management LP | 554,852 | $53.0M | 0.14% | +237,128+74.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 551,850 | $52.2M | 0.14% | −521,044−48.6% | Reduced |
| Cetera Investment Advisers | 530,596 | $50.7M | 0.06% | +102,133+23.8% | Added |
| Provident Investment Management, Inc. | 529,796 | $50.6M | 4.46% | −91,057−14.7% | Reduced |
| Lido Advisors, LLC | 529,248 | $50.5M | 0.21% | +42,244+8.7% | Added |
| Arizona State Retirement System | 504,034 | $48.1M | 0.26% | +360+0.1% | Added |
| North Star Asset Management Inc | 492,375 | $47.0M | 1.91% | −8,378−1.7% | Reduced |
| Delta Global Management LP | 491,677 | $46.9M | 3.44% | −49,396−9.1% | Reduced |
| Premier Fund Managers Ltd | 482,850 | $46.8M | 1.92% | −421,065−46.6% | Reduced |
| SG Americas Securities, LLC | 489,347 | $46.7M | 0.17% | +294,666+151.4% | Added |
| Janney Montgomery Scott LLC | 487,673 | $46.6M | 0.11% | −9,727−2.0% | Reduced |
| Associated Banc-Corp | 487,084 | $46.5M | 1.22% | +4,360+0.9% | Added |
| Bridgewater Associates, LP | 483,300 | $46.1M | 0.18% | +483,300 | New |
| NFJ Investment Group, LLC | 475,381 | $45.4M | 1.57% | +213,858+81.8% | Added |
| Oak Associates, Ltd | 475,262 | $45.4M | 2.77% | −10,895−2.2% | Reduced |
| Ami Asset Management Corp | 472,267 | $45.1M | 2.52% | −8,021−1.7% | Reduced |
| Basswood Capital Management, L.L.C. | 472,209 | $45.1M | 2.09% | +1,630+0.3% | Added |
| Forsta Ap-Fonden | 466,001 | $44.5M | 0.26% | +20,600+4.6% | Added |
| Prana Capital Management, LP | 461,585 | $44.1M | 1.47% | +461,585 | New |
| First Manhattan Co | 461,524 | $44.1M | 0.12% | +1,539+0.3% | Added |
| State of Michigan Retirement System | 461,466 | $44.1M | 0.21% | −2,900−0.6% | Reduced |
| Coronation Fund Managers Ltd. | 460,790 | $44.0M | 2.30% | −19,691−4.1% | Reduced |
| Point72 Europe (London) LLP | 444,200 | $42.4M | 2.30% | +273,600+160.4% | Added |
| Advisor Group Holdings, Inc. | 438,307 | $42.0M | 0.06% | +69,856+19.0% | Added |
| Crown Oak Advisors, LLC | 459,576 | $41.9M | 19.83% | 00.0% | Unchanged |
| Vident Advisory, LLC | 439,202 | $41.9M | 0.41% | +116,139+35.9% | Added |
| Nisa Investment Advisors, LLC | 439,115 | $41.9M | 0.16% | −9,848−2.2% | Reduced |
| Maplelane Capital, LLC | 435,000 | $41.5M | 2.00% | −280,280−39.2% | Reduced |
| Czech National Bank | 433,366 | $41.4M | 0.29% | +15,882+3.8% | Added |
| MetLife Investment Management | 430,429 | $41.1M | 0.20% | −11,530−2.6% | Reduced |
| Quadrature Capital Ltd | 414,898 | $39.6M | 0.47% | +374,421+925.0% | Added |
| Cubist Systematic Strategies, LLC | 411,354 | $39.3M | 0.55% | −589,378−58.9% | Reduced |
| Berkshire Asset Management LLC | 410,929 | $39.2M | 1.67% | −442−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 409,746 | $39.1M | 0.20% | −9,139−2.2% | Reduced |
| Natixis | 406,440 | $38.8M | 0.21% | +313,737+338.4% | Added |
| DekaBank Deutsche Girozentrale | 396,106 | $38.3M | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 397,747 | $38.0M | 0.04% | +39,509+11.0% | Added |
| Swiss Life Asset Management Ltd | 390,697 | $37.3M | 0.19% | +104,576+36.5% | Added |
| Cercano Management LLC | 390,217 | $37.3M | 1.43% | −350,050−47.3% | Reduced |
| Cresset Asset Management, LLC | 383,024 | $36.6M | 0.16% | +8,921+2.4% | Added |
| Allen Operations LLC | 380,215 | $36.3M | 4.33% | −59,882−13.6% | Reduced |
| Picton Mahoney Asset Management | 377,885 | $36.1M | 0.46% | +6,266+1.7% | Added |
| Gateway Investment Advisers LLC | 376,796 | $36.0M | 0.35% | −1390.0% | Reduced |
| Crossmark Global Holdings, Inc. | 370,337 | $35.4M | 0.53% | +58,450+18.7% | Added |
| Whittier Trust Co | 374,179 | $35.2M | 0.40% | −6,112−1.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 367,281 | $35.1M | 0.27% | +250,368+214.1% | Added |
| ProShare Advisors LLC | 365,719 | $34.9M | 0.07% | −17,928−4.7% | Reduced |
| D.A. Davidson & Co. | 364,760 | $34.8M | 0.22% | −8,532−2.3% | Reduced |
| Hardman Johnston Global Advisors LLC | 362,567 | $34.6M | 1.70% | −81,691−18.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 360,212 | $34.4M | 0.11% | +211,609+142.4% | Added |
| The PNC Financial Services Group, Inc. | 353,560 | $33.8M | 0.02% | −9,353−2.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 351,755 | $33.6M | 0.13% | −2,461−0.7% | Reduced |
| Calamos Advisors LLC | 347,744 | $33.2M | 0.13% | 00.0% | Unchanged |
| Ariel Investments, LLC | 347,408 | $33.2M | 0.35% | −58,640−14.4% | Reduced |
| Comerica Bank | 344,264 | $32.9M | 0.12% | +1,043+0.3% | Added |
| Zurich Insurance Group Ltd | 340,829 | $32.5M | 0.23% | −1,004,180−74.7% | Reduced |
| Greatmark Investment Partners, Inc. | 338,520 | $32.3M | 3.87% | −5,272−1.5% | Reduced |
| Smith Group Asset Management, LLC | 336,056 | $32.1M | 1.84% | +15,338+4.8% | Added |
| DnB Asset Management AS | 335,871 | $32.1M | 0.12% | +9,597+2.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 335,180 | $32.0M | 0.13% | −15,303−4.4% | Reduced |
| IFM Investors Pty Ltd | 333,031 | $31.8M | 0.28% | −780.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 331,666 | $31.7M | 0.06% | +127,231+62.2% | Added |
| Daiwa Securities Group Inc. | 330,700 | $31.6M | 0.11% | +45,630+16.0% | Added |
| Amalgamated Bank | 329,671 | $31.5M | 0.22% | −4,881−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 328,589 | $31.4M | 0.19% | −1,570−0.5% | Reduced |
| Flputnam Investment Management Co | 328,157 | $31.3M | 0.47% | −998−0.3% | Reduced |
| Mediolanum International Funds Ltd | 323,079 | $31.3M | 0.33% | +49,621+18.1% | Added |
| Commonwealth Equity Services, LLC | 327,487 | $31.3M | 0.04% | −36,005−9.9% | Reduced |
| Voleon Capital Management LP | 325,281 | $31.1M | 0.76% | +216,404+198.8% | Added |
| Rockefeller Capital Management L.P. | 313,603 | $29.9M | 0.06% | +13,843+4.6% | Added |
| Xponance, Inc. | 313,339 | $29.9M | 0.24% | −2,312−0.7% | Reduced |
| Mercer Global Advisors Inc | 313,178 | $29.9M | 0.05% | +69,366+28.5% | Added |