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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 1,810,741 | $180.9M | 0.28% | +788,900+77.2% | Added |
| New York State Common Retirement Fund | 1,804,995 | $180.3M | 0.24% | −167,541−8.5% | Reduced |
| LPL Financial LLC | 1,781,147 | $178.0M | 0.05% | +68,435+4.0% | Added |
| Avantyr Capital Partners, LP | 1,776,750 | $177.5M | 10.63% | +1,776,750 | New |
| CIBC Private Wealth Group, LLC | 1,770,342 | $176.9M | 0.30% | −39,995−2.2% | Reduced |
| Mondrian Investment Partners LTD | 1,745,422 | $174.4M | 2.88% | −25,854−1.5% | Reduced |
| Findlay Park Partners LLP | 1,741,469 | $174.0M | 2.22% | −353,800−16.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,709,639 | $170.8M | 0.26% | +46,000+2.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,705,130 | $170.4M | 0.29% | −143,894−7.8% | Reduced |
| Voya Investment Management LLC | 1,679,407 | $167.8M | 0.17% | −14,135−0.8% | Reduced |
| Natixis Advisors, L.P. | 1,659,434 | $165.8M | 0.23% | −335,458−16.8% | Reduced |
| Danske Bank A/S | 1,658,451 | $165.7M | 0.39% | +164,854+11.0% | Added |
| Allianz Asset Management GmbH | 1,613,436 | $161.2M | 0.18% | +795,410+97.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,609,399 | $161.1M | 0.44% | +126,738+8.5% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,585,661 | $158.4M | 5.28% | +9,885+0.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,573,703 | $157.2M | 0.41% | +1,213,491+336.9% | Added |
| Citigroup Inc | 1,565,990 | $156.5M | 0.11% | −3,163,067−66.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,513,065 | $151.2M | 0.22% | +9,780+0.7% | Added |
| Qube Research & Technologies Ltd | 1,510,884 | $151.0M | 0.22% | −743,489−33.0% | Reduced |
| Voloridge Investment Management, LLC | 1,507,740 | $150.6M | 0.53% | +11,839+0.8% | Added |
| CapitalatWork S.A. | 1,503,918 | $150.3M | 4.58% | −200,600−11.8% | Reduced |
| SEI Investments Co | 1,491,818 | $149.1M | 0.15% | −214,504−12.6% | Reduced |
| State Board of Administration of Florida Retirement System | 1,489,519 | $148.8M | 0.26% | −47,703−3.1% | Reduced |
| Aviva PLC | 1,443,286 | $144.2M | 0.24% | +74,974+5.5% | Added |
| Truist Financial Corp | 1,409,928 | $140.9M | 0.19% | −82,885−5.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,375,800 | $137.5M | 1.10% | +11,000+0.8% | Added |
| AustralianSuper Pty Ltd | 1,361,669 | $136.0M | 0.63% | +287,159+26.7% | Added |
| Standard Life Aberdeen plc | 1,346,939 | $134.6M | 0.21% | +380,074+39.3% | Added |
| Blue Sparrow, LLC | 1,345,049 | $134.4M | 2.53% | +1,345,049 | New |
| New York State Teachers Retirement System | 1,344,967 | $134.4M | 0.26% | −49,223−3.5% | Reduced |
| Royal London Asset Management Ltd | 1,332,537 | $133.1M | 0.28% | +11,317+0.9% | Added |
| Korea Investment CORP | 1,328,305 | $132.7M | 0.26% | −100,299−7.0% | Reduced |
| Liontrust Investment Partners LLP | 1,312,220 | $131.1M | 1.95% | −118,526−8.3% | Reduced |
| Bank of Nova Scotia | 1,310,419 | $130.9M | 0.19% | −69,382−5.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,309,688 | $130.9M | 2.55% | −52,008−3.8% | Reduced |
| Parnassus Investments | 1,296,825 | $129.6M | 0.34% | −58,706−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,265,365 | $126.5M | 0.15% | +713,515+129.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,253,090 | $125.2M | 1.34% | +383,018+44.0% | Added |
| Man Group plc | 1,251,088 | $125.0M | 0.24% | −206,601−14.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,245,747 | $124.1M | 0.20% | +59,601+5.0% | Added |
| North Peak Capital Management, LLC | 1,234,682 | $123.4M | 13.50% | −359,814−22.6% | Reduced |
| Great West Life Assurance Co | 1,204,018 | $120.4M | 0.21% | −151,163−11.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,152,841 | $119.4M | 0.16% | +23,762+2.1% | Added |
| National Bank of Canada | 1,194,457 | $119.3M | 0.12% | +551,578+85.8% | Added |
| Bristol John W & Co Inc | 1,187,989 | $118.7M | 1.83% | −21,344−1.8% | Reduced |
| Schroder Investment Management Group | 1,160,081 | $116.6M | 0.09% | +37,594+3.3% | Added |
| KBC Group NV | 1,140,723 | $114.0M | 0.26% | −9,482−0.8% | Reduced |
| Retirement Systems of Alabama | 1,132,110 | $113.1M | 0.37% | −8,651−0.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 1,119,170 | $112.5M | 0.32% | +1,119,170 | New |
| Cerity Partners LLC | 1,113,249 | $111.2M | 0.16% | +10,923+1.0% | Added |
| Cooke & Bieler LP | 1,106,950 | $110.6M | 1.15% | −511,617−31.6% | Reduced |
| STRS Ohio | 1,094,742 | $109.4M | 0.41% | −47,577−4.2% | Reduced |
| Park Presidio Capital LLC | 1,093,623 | $109.3M | 8.89% | +12,080+1.1% | Added |
| Freestone Grove Partners LP | 1,067,690 | $106.7M | 0.77% | +428,261+67.0% | Added |
| Stifel Financial Corp | 1,043,514 | $104.3M | 0.09% | −29,094−2.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,030,995 | $103.0M | 0.22% | +15,698+1.5% | Added |
| Squarepoint Ops LLC | 1,027,065 | $102.6M | 0.21% | +54,052+5.6% | Added |
| Intermede Investment Partners Ltd | 1,008,412 | $100.8M | 4.14% | −50,366−4.8% | Reduced |
| Assetmark, Inc | 1,007,713 | $100.7M | 0.21% | +134,516+15.4% | Added |
| Crawford Investment Counsel Inc | 1,005,932 | $100.5M | 1.67% | −5,309−0.5% | Reduced |
| Pictet Asset Management Holding SA | 999,435 | $99.9M | 0.10% | −31,845−3.1% | Reduced |
| Equity Investment Corp | 988,073 | $98.7M | 1.99% | −17,788−1.8% | Reduced |
| Snyder Capital Management L P | 972,857 | $97.2M | 1.81% | +70,703+7.8% | Added |
| Victory Capital Management Inc | 952,125 | $95.1M | 0.05% | +128,712+15.6% | Added |
| Prana Capital Management, LP | 951,165 | $95.0M | 3.45% | +489,580+106.1% | Added |
| Sterling Capital Management LLC | 949,798 | $94.9M | 1.54% | −377,646−28.4% | Reduced |
| Storebrand Asset Management AS | 935,363 | $93.5M | 0.25% | +20,498+2.2% | Added |
| Par Capital Management Inc | 912,000 | $91.1M | 2.42% | +2,000+0.2% | Added |
| State of Wisconsin Investment Board | 911,566 | $91.1M | 0.20% | −95,008−9.4% | Reduced |
| APG Asset Management N.V. | 1,046,112 | $89.0M | 0.25% | −116,490−10.0% | Reduced |
| Employees Retirement System of Texas | 890,067 | $88.9M | 0.72% | −27,283−3.0% | Reduced |
| Glenmede Trust Co NA | 881,636 | $88.1M | 0.42% | +881,636 | New |
| Los Angeles Capital Management LLC | 926,947 | $87.5M | 0.30% | −1,036,371−52.8% | Reduced |
| NFJ Investment Group, LLC | 874,355 | $87.4M | 3.16% | +398,974+83.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 863,938 | $86.3M | 0.23% | −24,091−2.7% | Reduced |
| Nomura Asset Management International Inc. | 854,631 | $85.4M | 0.13% | +854,631 | New |
| Quantinno Capital Management LP | 813,101 | $81.2M | 0.16% | +258,249+46.5% | Added |
| Carnegie Capital Asset Management, LLC | 803,701 | $80.3M | 1.48% | −10,234−1.3% | Reduced |
| Central Securities Corp | 800,000 | $79.9M | 6.43% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 797,358 | $79.7M | 0.64% | −94,166−10.6% | Reduced |
| Toronto Dominion Bank | 792,601 | $79.2M | 0.14% | −69,937−8.1% | Reduced |
| Swedbank AB | 788,216 | $78.8M | 0.08% | +26,400+3.5% | Added |
| Caisse de Depot Et Placement du Quebec | 780,663 | $78.0M | 0.13% | +448,997+135.4% | Added |
| Federated Hermes, Inc. | 771,702 | $77.1M | 0.13% | +193,384+33.4% | Added |
| CI Private Wealth, LLC | 768,717 | $76.8M | 0.10% | +60,373+8.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 765,081 | $76.4M | 0.18% | +15,918+2.1% | Added |
| HRT Financial LP | 763,516 | $76.3M | 0.24% | +651,673+582.7% | Added |
| Madison Asset Management, LLC | 761,350 | $76.1M | 0.88% | −48,260−6.0% | Reduced |
| Barr E S & Co | 756,888 | $75.6M | 3.94% | −6,812−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 743,003 | $75.5M | 0.12% | −28,116−3.6% | Reduced |
| Thornburg Investment Management Inc | 754,888 | $75.4M | 0.95% | −1,117−0.1% | Reduced |
| HughesLittle Investment Management Ltd. | 752,062 | $75.1M | 12.45% | −6,969−0.9% | Reduced |
| Paralel Advisors LLC | 750,000 | $74.9M | 2.91% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 737,186 | $74.7M | 0.21% | −26,675−3.5% | Reduced |
| Becker Capital Management Inc | 735,545 | $73.5M | 2.10% | −11,774−1.6% | Reduced |
| TD Asset Management Inc | 732,647 | $73.2M | 0.06% | −5,432−0.7% | Reduced |
| FIL Ltd | 726,093 | $72.5M | 0.05% | −397,289−35.4% | Reduced |
| Panagora Asset Management Inc | 724,440 | $72.4M | 0.26% | −554,920−43.4% | Reduced |
| Nearwater Capital Markets, Ltd | 722,000 | $72.1M | 1.23% | −702,879−49.3% | Reduced |
| Blair William & Co | 717,463 | $71.7M | 0.19% | +2,058+0.3% | Added |