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, Q4 2025
Institutional positions in Schwab Charles Corp as of Dec 31, 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
- 2,329
- +202 vs. Q3 2025
- Shares held
- 1.46B
- +1.64M (+0.1%) vs. Q3 2025
- Total value
- $145.5B
- +$6.66B (+4.8%) vs. Q3 2025
- New holders
- 299
- 944 more added
- Sold out
- 97
- 831 more reduced
47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 150,528,952 | $15.0B | 0.22% | −1,056,262−0.7% | Reduced |
| BlackRock, Inc. | 134,167,833 | $13.4B | 0.23% | +1,887,079+1.4% | Added |
| Dodge & Cox | 76,513,926 | $7.64B | 4.13% | −6,529,327−7.9% | Reduced |
| State Street Corp | 72,626,508 | $7.26B | 0.24% | −529,782−0.7% | Reduced |
| JPMorgan Chase & Co | 67,190,915 | $6.71B | 0.45% | +6,603,261+10.9% | Added |
| Price T Rowe Associates Inc | 49,096,235 | $4.91B | 0.53% | −8,348,360−14.5% | Reduced |
| Geode Capital Management, LLC | 37,667,640 | $3.75B | 0.23% | +98,242+0.3% | Added |
| FMR LLC | 33,834,232 | $3.38B | 0.17% | +2,308,536+7.3% | Added |
| Franklin Resources Inc | 30,184,369 | $3.02B | 0.74% | +78,020+0.3% | Added |
| Primecap Management Co | 23,276,071 | $2.33B | 1.76% | +2,066,884+9.7% | Added |
| Morgan Stanley | 23,233,235 | $2.32B | 0.14% | −1,492,967−6.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 22,031,493 | $2.20B | 2.79% | +795,875+3.7% | Added |
| Fisher Asset Management, LLC | 21,818,514 | $2.18B | 0.74% | +171,926+0.8% | Added |
| Norges Bank | 19,959,856 | $1.99B | 0.21% | +19,959,856 | New |
| Artisan Partners Limited Partnership | 17,206,336 | $1.72B | 2.63% | −519,333−2.9% | Reduced |
| Northern Trust Corp | 16,596,600 | $1.66B | 0.21% | −405,027−2.4% | Reduced |
| Invesco Ltd. | 16,425,579 | $1.64B | 0.15% | +484,558+3.0% | Added |
| Massachusetts Financial Services Co | 15,366,868 | $1.54B | 0.50% | −1,717,244−10.1% | Reduced |
| Bank of America Corp | 15,092,839 | $1.51B | 0.11% | −15,932−0.1% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 13,872,905 | $1.39B | 3.68% | −2,710,196−16.3% | Reduced |
| Alliancebernstein L.P. | 13,185,839 | $1.32B | 0.42% | −1,220,777−8.5% | Reduced |
| Bank of New York Mellon Corp | 13,152,198 | $1.31B | 0.23% | +1,271,471+10.7% | Added |
| Brown Advisory Inc | 12,195,433 | $1.22B | 1.70% | −296,828−2.4% | Reduced |
| UBS Asset Management Americas Inc | 11,240,065 | $1.12B | 0.24% | −352,088−3.0% | Reduced |
| Flossbach Von Storch AG | 10,465,592 | $1.05B | 4.14% | −165,760−1.6% | Reduced |
| Goldman Sachs Group Inc | 9,756,526 | $974.8M | 0.14% | +331,662+3.5% | Added |
| Legal & General Group Plc | 9,570,836 | $956.2M | 0.21% | +586,558+6.5% | Added |
| Charles Schwab Investment Management Inc | 9,367,818 | $935.9M | 0.15% | −104,035−1.1% | Reduced |
| Ameriprise Financial Inc | 9,066,453 | $905.8M | 0.20% | +994,438+12.3% | Added |
| Baird Financial Group, Inc. | 7,975,675 | $796.8M | 1.24% | +291,480+3.8% | Added |
| D. E. Shaw & Co., Inc. | 7,942,074 | $793.5M | 0.60% | +277,316+3.6% | Added |
| Generation Investment Management LLP | 7,847,717 | $784.1M | 5.44% | −2,878,606−26.8% | Reduced |
| UBS Group AG | 7,365,471 | $735.9M | 0.15% | +2,289,776+45.1% | Added |
| Bamco Inc | 7,060,309 | $705.4M | 1.91% | −71,650−1.0% | Reduced |
| Janus Henderson Group PLC | 6,862,590 | $685.6M | 0.31% | +1,040,041+17.9% | Added |
| Amundi | 6,471,276 | $646.5M | 0.18% | −511,562−7.3% | Reduced |
| Two Sigma Advisers, LP | 6,283,895 | $627.8M | 1.22% | +325,000+5.5% | Added |
| Deutsche Bank AG | 5,991,203 | $598.6M | 0.20% | −155,315−2.5% | Reduced |
| Nuveen, LLC | 5,807,109 | $580.2M | 0.15% | +57,317+1.0% | Added |
| Dimensional Fund Advisors LP | 5,681,955 | $567.7M | 0.12% | −65,318−1.1% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 5,594,948 | $559.0M | 8.73% | −720,613−11.4% | Reduced |
| Allen Investment Management LLC | 5,584,229 | $557.9M | 6.18% | −264,329−4.5% | Reduced |
| Envestnet Asset Management Inc | 5,439,634 | $543.5M | 0.16% | −317,897−5.5% | Reduced |
| Royal Bank of Canada | 5,052,619 | $504.8M | 0.09% | −1,513,614−23.1% | Reduced |
| Citadel Advisors LLC | 4,731,108 | $472.7M | 0.32% | +827,128+21.2% | Added |
| Boston Partners | 4,658,266 | $465.7M | 0.48% | +264,415+6.0% | Added |
| Provident Trust Co | 4,374,174 | $437.0M | 7.31% | −213,433−4.7% | Reduced |
| Clearbridge Investments, LLC | 4,372,698 | $436.9M | 0.35% | −249,357−5.4% | Reduced |
| Barclays PLC | 4,239,374 | $423.6M | 0.17% | −667,541−13.6% | Reduced |
| Canada Pension Plan Investment Board | 4,131,000 | $412.7M | 0.28% | −1,351,060−24.6% | Reduced |
| London Co of Virginia | 4,105,993 | $410.2M | 2.37% | −132,657−3.1% | Reduced |
| National Pension Service | 4,059,646 | $405.6M | 0.30% | +159,453+4.1% | Added |
| HSBC Holdings PLC | 3,955,974 | $396.0M | 0.23% | +162,789+4.3% | Added |
| Yacktman Asset Management LP | 3,936,540 | $393.3M | 5.51% | −258,106−6.2% | Reduced |
| Fiduciary Management Inc | 3,872,312 | $386.9M | 4.25% | −334,699−8.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,823,597 | $382.0M | 0.22% | −178,816−4.5% | Reduced |
| California Public Employees Retirement System | 3,630,062 | $362.7M | 0.21% | +415,453+12.9% | Added |
| Millennium Management LLC | 3,625,894 | $362.3M | 0.26% | −679,554−15.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,565,663 | $362.2M | 0.25% | +134,446+3.9% | Added |
| RPTC Inc. | 3,522,501 | $351.9M | 59.08% | 00.0% | Unchanged |
| Nordea Investment Management AB | 3,437,222 | $344.4M | 0.30% | +396,358+13.0% | Added |
| Lord, Abbett & Co. LLC | 3,361,384 | $335.8M | 1.03% | −72,231−2.1% | Reduced |
| Farallon Capital Management, L.L.C. | 3,339,657 | $333.7M | 1.73% | +88,000+2.7% | Added |
| Arrowstreet Capital, Limited Partnership | 3,289,633 | $328.7M | 0.19% | −2,033,759−38.2% | Reduced |
| Wells Fargo & Company | 3,242,794 | $324.0M | 0.06% | +214,481+7.1% | Added |
| Newlands Management Operations LLC | 3,196,166 | $319.3M | 1.65% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,184,653 | $318.2M | 0.16% | −1,243,678−28.1% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 3,154,790 | $315.2M | 2.95% | −667,114−17.5% | Reduced |
| Bank of Montreal | 3,035,594 | $303.3M | 0.12% | −59,690−1.9% | Reduced |
| Timucuan Asset Management Inc | 3,024,563 | $302.2M | 9.81% | −107,325−3.4% | Reduced |
| Rhumbline Advisers | 2,944,365 | $294.2M | 0.24% | −93,570−3.1% | Reduced |
| Marshall Wace, LLP | 2,866,021 | $286.3M | 0.28% | +1,277,598+80.4% | Added |
| American Century Companies Inc | 2,822,124 | $282.0M | 0.14% | +99,470+3.7% | Added |
| Balyasny Asset Management LLC | 2,723,447 | $272.1M | 0.51% | +400,003+17.2% | Added |
| Ensign Peak Advisors, Inc | 2,710,364 | $270.8M | 0.48% | −530,413−16.4% | Reduced |
| California State Teachers Retirement System | 2,706,535 | $270.4M | 0.27% | −32,316−1.2% | Reduced |
| Point72 Asset Management, L.P. | 2,642,790 | $264.0M | 0.41% | −105,619−3.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,630,747 | $262.8M | 0.23% | −82,277−3.0% | Reduced |
| First Trust Advisors LP | 2,617,965 | $261.6M | 0.19% | +411,645+18.7% | Added |
| Lazard Asset Management LLC | 2,615,026 | $261.3M | 0.44% | −3,917,990−60.0% | Reduced |
| Thrivent Financial for Lutherans | 2,614,587 | $261.3M | 0.46% | +138,266+5.6% | Added |
| BNP Paribas Arbitrage, SA | 2,599,375 | $259.7M | 0.16% | +1,142,823+78.5% | Added |
| Two Sigma Investments, LP | 2,579,155 | $257.7M | 0.38% | +23,535+0.9% | Added |
| Capital International Investors | 2,524,075 | $252.2M | 0.04% | +1,108,291+78.3% | Added |
| Fort Washington Investment Advisors Inc | 2,507,197 | $250.5M | 1.33% | +11,751+0.5% | Added |
| Raymond James Financial Inc | 2,412,969 | $241.1M | 0.08% | −125,815−5.0% | Reduced |
| Neuberger Berman Group LLC | 2,411,964 | $241.0M | 0.18% | +436,671+22.1% | Added |
| PointState Capital LP | 2,408,147 | $240.6M | 4.11% | 00.0% | Unchanged |
| AQR Capital Management LLC | 2,325,949 | $232.4M | 0.12% | −757,780−24.6% | Reduced |
| US Bancorp | 2,294,369 | $229.2M | 0.27% | −5,416−0.2% | Reduced |
| Prudential Financial Inc | 2,285,152 | $228.3M | 0.28% | +619,634+37.2% | Added |
| Darsana Capital Partners LP | 2,250,000 | $224.8M | 4.48% | 00.0% | Unchanged |
| Colony Group, LLC | 2,101,463 | $209.9M | 0.24% | +1,844,095+716.5% | Added |
| Assenagon Asset Management S.A. | 2,095,723 | $209.4M | 0.31% | +96,600+4.8% | Added |
| Beck Mack & Oliver LLC | 2,064,898 | $206.3M | 3.75% | +1,225+0.1% | Added |
| Russell Investments Group, Ltd. | 2,014,613 | $201.5M | 0.22% | +198,712+10.9% | Added |
| Capitolis Liquid Global Markets LLC | 1,997,600 | $199.6M | 1.19% | +750,000+60.1% | Added |
| Manufacturers Life Insurance Company, The | 1,975,996 | $197.7M | 0.16% | +599,565+43.6% | Added |
| Van Eck Associates Corp | 1,859,484 | $185.8M | 0.15% | −54,728−2.9% | Reduced |
| Route One Investment Company, L.P. | 1,838,343 | $183.7M | 7.66% | −405,850−18.1% | Reduced |