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
- +203 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
- 96
- 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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 330,047 | $33.0M | 0.12% | −153,253−31.7% | Reduced |
| Pacific Heights Asset Management LLC | 330,000 | $33.0M | 1.24% | +70,000+26.9% | Added |
| Hardman Johnston Global Advisors LLC | 329,879 | $33.0M | 1.57% | −32,688−9.0% | Reduced |
| Flputnam Investment Management Co | 329,431 | $32.9M | 0.48% | +1,274+0.4% | Added |
| Greenwich Wealth Management LLC | 328,306 | $32.8M | 1.46% | +137,939+72.5% | Added |
| Xponance, Inc. | 327,002 | $32.7M | 0.25% | +13,663+4.4% | Added |
| Clough Capital Partners L P | 325,538 | $32.5M | 2.92% | +12,658+4.0% | Added |
| DekaBank Deutsche Girozentrale | 396,106 | $32.4M | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 323,005 | $32.3M | 0.13% | −21,259−6.2% | Reduced |
| Amalgamated Bank | 318,337 | $31.8M | 0.23% | −11,334−3.4% | Reduced |
| Varma Mutual Pension Insurance Co | 310,181 | $31.0M | 0.19% | +20,500+7.1% | Added |
| EP Wealth Advisors, LLC | 306,047 | $30.6M | 0.16% | +306,047 | New |
| Davis Selected Advisers | 301,695 | $30.1M | 0.14% | +5,254+1.8% | Added |
| King Luther Capital Management Corp | 298,253 | $29.8M | 0.12% | +1,844+0.6% | Added |
| ExodusPoint Capital Management, LP | 292,191 | $29.2M | 0.32% | +292,191 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 288,123 | $28.8M | 0.26% | +288,123 | New |
| Schonfeld Strategic Advisors LLC | 286,853 | $28.7M | 0.14% | +14,302+5.2% | Added |
| Woodline Partners LP | 285,984 | $28.6M | 0.11% | +60,474+26.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 285,731 | $28.5M | 0.08% | +6,477+2.3% | Added |
| Commonwealth Equity Services, LLC | 284,640 | $28.4M | 0.04% | −42,847−13.1% | Reduced |
| Utah Retirement Systems | 281,973 | $28.2M | 0.27% | +430.0% | Added |
| Titan Global Capital Management USA LLC | 281,964 | $28.2M | 4.03% | −2,166−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 276,460 | $27.6M | 0.23% | −4,800−1.7% | Reduced |
| USS Investment Management Ltd | 275,246 | $27.5M | 0.14% | +225+0.1% | Added |
| Hosking Partners LLP | 273,683 | $27.3M | 0.93% | −1,394−0.5% | Reduced |
| Mairs & Power Inc | 273,357 | $27.3M | 0.26% | −26,032−8.7% | Reduced |
| Martingale Asset Management L P | 271,181 | $27.1M | 0.69% | −17,635−6.1% | Reduced |
| Bessemer Group Inc | 270,191 | $27.0M | 0.04% | −13,968−4.9% | Reduced |
| Rockland Trust Co | 269,972 | $27.0M | 1.06% | +6,741+2.6% | Added |
| Azora Capital LP | 267,195 | $26.7M | 1.68% | +267,195 | New |
| O'Shaughnessy Asset Management, LLC | 263,988 | $26.4M | 0.15% | −29,097−9.9% | Reduced |
| Midwest Trust Co | 262,378 | $26.2M | 0.33% | −2,779−1.0% | Reduced |
| SG Americas Securities, LLC | 261,586 | $26.1M | 0.03% | −227,761−46.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 261,116 | $26.1M | 0.22% | −14,481−5.3% | Reduced |
| Busey Wealth Management | 258,962 | $25.9M | 0.68% | +34,745+15.5% | Added |
| Canada Post Corp Registered Pension Plan | 258,152 | $25.8M | 0.98% | +8,693+3.5% | Added |
| Maplelane Capital, LLC | 255,000 | $25.5M | 1.45% | −180,000−41.4% | Reduced |
| CIBC World Markets Inc. | 253,743 | $25.4M | 0.05% | −12,431−4.7% | Reduced |
| Banco Santander, S.A. | 251,553 | $25.1M | 0.19% | +847+0.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 248,988 | $24.9M | 1.98% | +10,647+4.5% | Added |
| Blue Whale Capital LLP | 248,206 | $24.8M | 1.27% | +78,460+46.2% | Added |
| Epoch Investment Partners, Inc. | 242,535 | $24.2M | 0.14% | +35,254+17.0% | Added |
| Clearstead Advisors, LLC | 241,829 | $24.2M | 0.30% | +706+0.3% | Added |
| GW Henssler & Associates Ltd | 241,312 | $24.1M | 1.16% | −18,287−7.0% | Reduced |
| Dudley & Shanley, Inc. | 240,933 | $24.1M | 3.87% | +700.0% | Added |
| Davidson Investment Advisors | 240,830 | $24.1M | 1.00% | −3,661−1.5% | Reduced |
| Heron Bay Capital Management | 240,206 | $24.0M | 4.58% | −17,669−6.9% | Reduced |
| Park National Corp | 237,455 | $23.7M | 0.74% | −28,656−10.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 237,000 | $23.7M | 0.79% | +237,000 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 235,858 | $23.6M | 1.34% | −23,847−9.2% | Reduced |
| CIBC World Markets Corp | 234,232 | $23.4M | 0.12% | +234,232 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 231,497 | $23.1M | 0.18% | +1,513+0.7% | Added |
| New York Life Investment Management LLC | 229,005 | $22.9M | 0.20% | −2,640−1.1% | Reduced |
| Adviser Investments LLC | 228,032 | $22.8M | 0.25% | +43,811+23.8% | Added |
| Callan Family Office, LLC | 227,695 | $22.7M | 0.49% | +19,862+9.6% | Added |
| NEOS Investment Management LLC | 226,867 | $22.7M | 0.13% | +21,849+10.7% | Added |
| Rakuten Investment Management, Inc. | 222,319 | $22.5M | 0.08% | +201,142+949.8% | Added |
| Ieq Capital, LLC | 223,714 | $22.4M | 0.07% | −53,951−19.4% | Reduced |
| Public Employees Retirement Association of Colorado | 222,676 | $22.2M | 0.08% | −587−0.3% | Reduced |
| OP Asset Management Ltd | 221,893 | $22.2M | 0.27% | +2,878+1.3% | Added |
| M&T Bank Corp | 219,949 | $22.0M | 0.07% | +4,282+2.0% | Added |
| Cohen Capital Management, Inc. | 218,988 | $21.9M | 3.30% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 217,090 | $21.7M | 0.11% | +1,909+0.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 216,788 | $21.7M | 0.19% | −3,208−1.5% | Reduced |
| Live Oak Private Wealth LLC | 216,132 | $21.6M | 2.94% | −2,579−1.2% | Reduced |
| Ofi Invest Asset Management | 250,908 | $21.3M | 0.30% | −448,178−64.1% | Reduced |
| Vinva Investment Management Ltd | 211,333 | $21.2M | 0.26% | +84,788+67.0% | Added |
| Premier Fund Managers Ltd | 210,705 | $21.2M | 1.22% | −272,145−56.4% | Reduced |
| Everett Harris & Co | 211,780 | $21.2M | 0.26% | −522−0.2% | Reduced |
| QRG Capital Management, Inc. | 209,829 | $21.0M | 0.23% | +44,012+26.5% | Added |
| Virginia Retirement Systems Et Al | 203,600 | $20.3M | 0.12% | −20,000−8.9% | Reduced |
| Hudson Bay Capital Management LP | 200,912 | $20.1M | 0.12% | −55,350−21.6% | Reduced |
| Pathstone Holdings, LLC | 201,068 | $20.1M | 0.08% | +3,889+2.0% | Added |
| JustInvest LLC | 200,445 | $20.0M | 0.20% | +7,507+3.9% | Added |
| Addenda Capital Inc. | 199,554 | $19.9M | 0.59% | −2,794−1.4% | Reduced |
| Edgar Lomax Co | 199,460 | $19.9M | 1.51% | +199,460 | New |
| Peapack Gladstone Financial Corp | 199,368 | $19.9M | 0.25% | −45,587−18.6% | Reduced |
| Andra AP-fonden | 199,366 | $19.9M | 0.25% | +86,463+76.6% | Added |
| Davenport & Co LLC | 198,886 | $19.9M | 0.11% | −13,325−6.3% | Reduced |
| Goodman Financial Corp | 198,151 | $19.8M | 3.75% | +3,711+1.9% | Added |
| WCG Wealth Advisors LLC | 193,393 | $19.3M | 0.54% | +109,297+130.0% | Added |
| First Foundation Advisors | 192,836 | $19.3M | 0.73% | −3,411−1.7% | Reduced |
| Warther Private Wealth, LLC | 192,527 | $19.2M | 4.60% | −8,879−4.4% | Reduced |
| Talbot Financial, LLC | 191,622 | $19.1M | 1.58% | −1,069−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 191,318 | $19.1M | 0.24% | −3,700−1.9% | Reduced |
| Empower Advisory Group, LLC | 191,226 | $19.1M | 0.05% | +30,400+18.9% | Added |
| Steward Partners Investment Advisory, LLC | 191,205 | $19.1M | 0.10% | +6,761+3.7% | Added |
| ProVise Management Group, LLC | 190,857 | $19.1M | 1.36% | +4,850+2.6% | Added |
| Mutual of America Capital Management LLC | 190,462 | $19.0M | 0.20% | −6,041−3.1% | Reduced |
| United Asset Strategies, Inc. | 188,923 | $18.9M | 1.46% | −1,644−0.9% | Reduced |
| Cutler Investment Counsel LLC | 188,026 | $18.8M | 1.95% | −7,119−3.6% | Reduced |
| Ethic Inc. | 187,957 | $18.8M | 0.29% | +11,339+6.4% | Added |
| Yousif Capital Management, LLC | 185,816 | $18.8M | 0.21% | −13,242−6.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 186,367 | $18.6M | 1.45% | +6,312+3.5% | Added |
| Pensionmark Financial Group, LLC | 184,953 | $18.5M | 0.30% | +11,136+6.4% | Added |
| Courant Investment Management LLC | 183,499 | $18.3M | 16.58% | −15,000−7.6% | Reduced |
| Tredje AP-fonden | 183,400 | $18.3M | 0.14% | +183,400 | New |
| Sanctuary Advisors, LLC | 183,084 | $18.3M | 0.10% | +5,052+2.8% | Added |
| Lathrop Investment Management Corp | 182,227 | $18.2M | 3.30% | −2,116−1.1% | Reduced |
| Summit Trail Advisors, LLC | 181,518 | $18.1M | 0.31% | −6,905−3.7% | Reduced |