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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 715,089 | $71.4M | 0.23% | −362,864−33.7% | Reduced |
| Summitry LLC | 707,286 | $70.7M | 2.94% | +14,689+2.1% | Added |
| MML Investors Services, LLC | 692,185 | $69.2M | 0.17% | +15,978+2.4% | Added |
| Holocene Advisors, LP | 682,641 | $68.2M | 0.14% | −120,968−15.1% | Reduced |
| Public Employees Retirement System of Ohio | 681,287 | $68.1M | 0.21% | −465−0.1% | Reduced |
| Creative Planning | 679,235 | $67.9M | 0.05% | +9,578+1.4% | Added |
| Clarkston Capital Partners, LLC | 676,557 | $67.6M | 1.56% | −145,756−17.7% | Reduced |
| Credit Agricole S A | 674,234 | $67.4M | 0.19% | +75,873+12.7% | Added |
| Mn Services Vermogensbeheer B.V. | 667,366 | $66.7M | 0.41% | +12,166+1.9% | Added |
| Candriam Luxembourg S.C.A. | 665,360 | $66.5M | 0.33% | −20,563−3.0% | Reduced |
| Teacher Retirement System of Texas | 651,359 | $65.1M | 0.23% | −14,446−2.2% | Reduced |
| Jain Global LLC | 650,757 | $65.0M | 0.63% | +497,950+325.9% | Added |
| Mackenzie Financial Corp | 645,052 | $64.7M | 0.08% | −205,705−24.2% | Reduced |
| Handelsbanken Fonder AB | 646,667 | $64.6M | 0.20% | +31,698+5.2% | Added |
| State of Tennessee, Treasury Department | 615,980 | $64.0M | 0.20% | −14,906−2.4% | Reduced |
| Public Sector Pension Investment Board | 625,388 | $62.5M | 0.21% | −52,487−7.7% | Reduced |
| Castleark Management LLC | 622,535 | $62.2M | 1.83% | +10,861+1.8% | Added |
| Aureus Asset Management, LLC | 616,172 | $61.6M | 3.92% | −5,999−1.0% | Reduced |
| Jane Street Group, LLC | 616,133 | $61.6M | 0.07% | −1,272,103−67.4% | Reduced |
| KLP Kapitalforvaltning AS | 615,072 | $61.5M | 0.24% | −2000.0% | Reduced |
| Bowen Hanes & Co Inc | 613,293 | $61.3M | 1.54% | −23,878−3.7% | Reduced |
| Caledonia Investments PLC | 611,000 | $61.1M | 6.77% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 610,553 | $61.0M | 0.30% | +6,948+1.2% | Added |
| Basswood Capital Management, L.L.C. | 608,426 | $60.8M | 2.68% | +136,217+28.8% | Added |
| Ninety One UK Ltd | 607,564 | $60.7M | 0.13% | −161,040−21.0% | Reduced |
| Nomura Asset Management Co Ltd | 607,317 | $60.7M | 0.15% | +12,865+2.2% | Added |
| State of New Jersey Common Pension Fund D | 593,645 | $59.3M | 0.21% | −10,874−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 587,497 | $58.7M | 0.19% | +148,382+33.8% | Added |
| Vident Advisory, LLC | 573,148 | $57.3M | 0.54% | +133,946+30.5% | Added |
| Delta Global Management LP | 573,016 | $57.3M | 4.17% | +81,339+16.5% | Added |
| Sandhill Capital Partners LLC | 572,960 | $57.2M | 4.08% | −16,082−2.7% | Reduced |
| Susquehanna International Group, LLP | 569,652 | $56.9M | 0.08% | +320,491+128.6% | Added |
| CORDA Investment Management, LLC. | 569,635 | $56.9M | 4.14% | −14,303−2.4% | Reduced |
| Mariner, LLC | 554,587 | $55.4M | 0.07% | −9,609−1.7% | Reduced |
| British Columbia Investment Management Corp | 546,004 | $54.6M | 0.29% | +297,648+119.8% | Added |
| Capital Fund Management S.A. | 545,303 | $54.5M | 0.51% | −244,573−31.0% | Reduced |
| Cetera Investment Advisers | 536,171 | $53.6M | 0.06% | +5,575+1.1% | Added |
| Resona Asset Management Co.,Ltd. | 532,811 | $53.4M | 0.26% | −20,991−3.8% | Reduced |
| Syquant Capital SAS | 525,000 | $52.5M | 6.42% | +525,000 | New |
| Mount Capital Ltd | 524,478 | $52.4M | 21.17% | −32,200−5.8% | Reduced |
| Provident Investment Management, Inc. | 513,927 | $51.3M | 4.67% | −15,869−3.0% | Reduced |
| Lido Advisors, LLC | 532,875 | $51.1M | 0.20% | +3,627+0.7% | Added |
| Rafferty Asset Management, LLC | 509,495 | $50.9M | 0.18% | −58,363−10.3% | Reduced |
| Associated Banc-Corp | 504,122 | $50.4M | 1.29% | +17,038+3.5% | Added |
| Moore Capital Management, LP | 502,560 | $50.2M | 1.02% | −111,680−18.2% | Reduced |
| Arizona State Retirement System | 492,113 | $49.2M | 0.27% | −11,921−2.4% | Reduced |
| North Star Asset Management Inc | 489,999 | $49.0M | 1.98% | −2,376−0.5% | Reduced |
| Janney Montgomery Scott LLC | 486,740 | $48.6M | 0.11% | −933−0.2% | Reduced |
| Intech Investment Management LLC | 471,408 | $47.1M | 0.42% | +169,372+56.1% | Added |
| Mediolanum International Funds Ltd | 465,413 | $46.8M | 0.47% | +142,334+44.1% | Added |
| Crossmark Global Holdings, Inc. | 465,390 | $46.5M | 0.67% | +95,053+25.7% | Added |
| Coronation Fund Managers Ltd. | 463,479 | $46.3M | 2.08% | +2,689+0.6% | Added |
| Ami Asset Management Corp | 461,024 | $46.1M | 2.61% | −11,243−2.4% | Reduced |
| First Manhattan Co | 460,442 | $46.0M | 0.12% | −1,082−0.2% | Reduced |
| Crown Oak Advisors, LLC | 459,634 | $45.9M | 21.78% | +580.0% | Added |
| Oak Associates, Ltd | 447,925 | $44.8M | 2.69% | −27,337−5.8% | Reduced |
| Czech National Bank | 440,439 | $44.0M | 0.29% | +7,073+1.6% | Added |
| State of Michigan Retirement System | 437,266 | $43.7M | 0.21% | −24,200−5.2% | Reduced |
| Cresset Asset Management, LLC | 435,180 | $43.5M | 0.18% | +52,156+13.6% | Added |
| Jump Financial, LLC | 424,002 | $42.4M | 0.53% | +218,724+106.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 423,385 | $42.3M | 0.06% | +231,095+120.2% | Added |
| CIBC Asset Management Inc | 414,813 | $41.4M | 0.10% | +156,229+60.4% | Added |
| Forsta Ap-Fonden | 413,901 | $41.4M | 0.25% | −52,100−11.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 413,767 | $41.3M | 0.92% | −1,916,633−82.2% | Reduced |
| D.A. Davidson & Co. | 410,192 | $41.0M | 0.25% | +45,432+12.5% | Added |
| MetLife Investment Management | 408,200 | $40.8M | 0.20% | −22,229−5.2% | Reduced |
| Swiss Life Asset Management Ltd | 407,179 | $40.7M | 0.21% | +16,482+4.2% | Added |
| Berkshire Asset Management LLC | 405,365 | $40.5M | 1.78% | −5,564−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 399,335 | $39.9M | 0.06% | −38,972−8.9% | Reduced |
| Cercano Management LLC | 390,217 | $39.0M | 1.48% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 388,526 | $38.8M | 0.20% | −21,220−5.2% | Reduced |
| Macquarie Group Ltd | 385,795 | $38.5M | 0.17% | −853,522−68.9% | Reduced |
| Whittier Trust Co | 370,343 | $38.4M | 0.42% | −3,836−1.0% | Reduced |
| Allen Operations LLC | 380,215 | $38.0M | 4.75% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 379,129 | $37.9M | 0.35% | +2,333+0.6% | Added |
| The PNC Financial Services Group, Inc. | 379,099 | $37.9M | 0.02% | +25,539+7.2% | Added |
| ProShare Advisors LLC | 374,919 | $37.5M | 0.07% | +9,200+2.5% | Added |
| Federation des caisses Desjardins du Quebec | 374,598 | $37.4M | 0.14% | +22,843+6.5% | Added |
| HighTower Advisors, LLC | 366,607 | $36.6M | 0.04% | −31,140−7.8% | Reduced |
| Rockefeller Capital Management L.P. | 364,328 | $36.4M | 0.07% | +50,725+16.2% | Added |
| Smith Group Asset Management, LLC | 361,004 | $36.1M | 1.91% | +24,948+7.4% | Added |
| Zurich Insurance Group Ltd | 360,118 | $36.0M | 0.25% | +19,289+5.7% | Added |
| Sequoia Financial Advisors, LLC | 359,002 | $35.9M | 0.20% | +30,413+9.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 358,554 | $35.8M | 0.25% | −8,727−2.4% | Reduced |
| Picton Mahoney Asset Management | 358,351 | $35.8M | 0.39% | −19,534−5.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 352,375 | $35.2M | 0.11% | +352,375 | New |
| Renaissance Group LLC | 349,890 | $35.0M | 1.40% | +349,890 | New |
| Y-Intercept (Hong Kong) Ltd | 349,717 | $34.9M | 0.78% | +300,276+607.3% | Added |
| Mercer Global Advisors Inc | 340,980 | $34.8M | 0.05% | +27,802+8.9% | Added |
| DnB Asset Management AS | 344,628 | $34.4M | 0.12% | +8,757+2.6% | Added |
| Ariel Investments, LLC | 342,275 | $34.2M | 0.37% | −5,133−1.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 338,471 | $33.8M | 0.27% | +103,000+43.7% | Added |
| IFM Investors Pty Ltd | 336,735 | $33.6M | 0.28% | +3,704+1.1% | Added |
| Calamos Advisors LLC | 334,174 | $33.4M | 0.14% | −13,570−3.9% | Reduced |
| Greatmark Investment Partners, Inc. | 334,142 | $33.4M | 3.95% | −4,378−1.3% | Reduced |
| Daiwa Securities Group Inc. | 333,832 | $33.4M | 0.11% | +3,132+0.9% | Added |
| Captrust Financial Advisors | 330,455 | $33.0M | 0.06% | +42,842+14.9% | Added |
| Capital Research Global Investors | 330,449 | $33.0M | 0.01% | +330,449 | New |
| Ferguson Wellman Capital Management, Inc | 330,283 | $33.0M | 0.53% | +325,419+6,690.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 330,173 | $33.0M | 0.13% | −5,007−1.5% | Reduced |