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, Q1 2026
Institutional positions in Schwab Charles Corp as of Mar 31, 2026. 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
- 2,340
- +46 vs. Q4 2025
- Shares held
- 1.41B
- +130.8M (+10.2%) vs. Q4 2025
- Total value
- $133.5B
- +$5.57B (+4.4%) vs. Q4 2025
- New holders
- 200
- 987 more added
- Sold out
- 154
- 875 more reduced
35 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 133,156,556 | $12.5B | 0.22% | −1,011,277−0.8% | Reduced |
| Vanguard Capital Management LLC | 108,353,995 | $10.2B | 0.25% | +108,353,995 | New |
| Dodge & Cox | 75,002,881 | $7.05B | 3.87% | −1,511,045−2.0% | Reduced |
| JPMorgan Chase & Co | 73,848,142 | $6.87B | 0.47% | +6,657,227+9.9% | Added |
| State Street Corp | 72,763,682 | $6.84B | 0.24% | +137,174+0.2% | Added |
| Price T Rowe Associates Inc | 48,637,229 | $4.57B | 0.53% | −459,006−0.9% | Reduced |
| Geode Capital Management, LLC | 38,692,266 | $3.62B | 0.23% | +1,024,626+2.7% | Added |
| FMR LLC | 35,688,169 | $3.35B | 0.18% | +1,853,937+5.5% | Added |
| Franklin Resources Inc | 31,825,622 | $2.99B | 0.73% | +1,641,253+5.4% | Added |
| Vanguard Portfolio Management LLC | 26,572,070 | $2.50B | 0.13% | +26,572,070 | New |
| Massachusetts Financial Services Co | 14,521,887 | $2.25B | 0.76% | −844,981−5.5% | Reduced |
| Primecap Management Co | 23,441,915 | $2.20B | 1.73% | +165,844+0.7% | Added |
| Fisher Asset Management, LLC | 22,218,091 | $2.09B | 0.71% | +399,577+1.8% | Added |
| Morgan Stanley | 22,033,942 | $2.07B | 0.12% | −1,199,293−5.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 21,812,476 | $2.05B | 2.74% | −219,017−1.0% | Reduced |
| Artisan Partners Limited Partnership | 17,451,048 | $1.64B | 2.68% | +244,712+1.4% | Added |
| Invesco Ltd. | 16,956,980 | $1.59B | 0.16% | +531,401+3.2% | Added |
| Northern Trust Corp | 16,360,776 | $1.54B | 0.20% | −235,824−1.4% | Reduced |
| Bank of New York Mellon Corp | 16,162,082 | $1.52B | 0.28% | +3,009,884+22.9% | Added |
| Bank of America Corp | 15,623,030 | $1.47B | 0.11% | +530,191+3.5% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 14,664,954 | $1.38B | 3.86% | +792,049+5.7% | Added |
| Alliancebernstein L.P. | 12,529,509 | $1.25B | 0.41% | −656,330−5.0% | Reduced |
| UBS Asset Management Americas Inc | 11,875,673 | $1.12B | 0.23% | +635,608+5.7% | Added |
| Goldman Sachs Group Inc | 11,374,711 | $1.07B | 0.14% | +1,618,185+16.6% | Added |
| Flossbach Von Storch AG | 10,669,791 | $1.00B | 4.68% | +204,199+2.0% | Added |
| Legal & General Group Plc | 10,072,164 | $946.6M | 0.22% | +501,328+5.2% | Added |
| Charles Schwab Investment Management Inc | 9,590,282 | $901.3M | 0.14% | +222,464+2.4% | Added |
| Vanguard Fiduciary Trust Co | 9,419,188 | $885.2M | 0.22% | +9,419,188 | New |
| Brown Advisory Inc | 9,142,065 | $859.2M | 1.41% | −3,053,368−25.0% | Reduced |
| Ameriprise Financial Inc | 8,773,763 | $824.4M | 0.19% | −292,690−3.2% | Reduced |
| Baird Financial Group, Inc. | 8,445,361 | $793.7M | 1.24% | +469,686+5.9% | Added |
| Bamco Inc | 7,464,316 | $701.5M | 2.12% | +404,007+5.7% | Added |
| Nuveen, LLC | 6,008,689 | $564.7M | 0.15% | +201,580+3.5% | Added |
| UBS Group AG | 5,779,000 | $543.1M | 0.10% | −1,586,471−21.5% | Reduced |
| Dimensional Fund Advisors LP | 5,742,934 | $539.7M | 0.11% | +60,979+1.1% | Added |
| Envestnet Asset Management Inc | 5,622,983 | $528.4M | 0.14% | +183,349+3.4% | Added |
| Amundi | 5,585,640 | $524.9M | 0.14% | −885,636−13.7% | Reduced |
| Boston Partners | 5,486,614 | $515.7M | 0.54% | +828,348+17.8% | Added |
| Two Sigma Investments, LP | 5,360,299 | $503.8M | 0.42% | +2,781,144+107.8% | Added |
| Allen Investment Management LLC | 5,328,450 | $500.8M | 6.19% | −255,779−4.6% | Reduced |
| Deutsche Bank AG | 5,313,406 | $499.4M | 0.17% | −677,797−11.3% | Reduced |
| Royal Bank of Canada | 4,863,249 | $457.0M | 0.09% | −189,370−3.7% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 4,714,780 | $443.1M | 7.35% | −880,168−15.7% | Reduced |
| National Pension Service | 4,484,110 | $421.4M | 0.32% | +424,464+10.5% | Added |
| Barclays PLC | 4,150,832 | $390.1M | 0.14% | −88,542−2.1% | Reduced |
| Clearbridge Investments, LLC | 3,957,222 | $371.9M | 0.32% | −415,476−9.5% | Reduced |
| Farallon Capital Management, L.L.C. | 3,955,657 | $371.8M | 2.20% | +616,000+18.4% | Added |
| Yacktman Asset Management LP | 3,904,856 | $367.0M | 4.89% | −31,684−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,805,944 | $357.7M | 0.24% | +240,281+6.7% | Added |
| Provident Trust Co | 3,702,825 | $348.0M | 7.28% | −671,349−15.3% | Reduced |
| Vanguard Global Advisers, LLC | 3,660,894 | $344.1M | 0.18% | +3,660,894 | New |
| Canada Pension Plan Investment Board | 3,619,439 | $340.2M | 0.22% | −511,561−12.4% | Reduced |
| Nordea Investment Management AB | 3,672,084 | $339.6M | 0.32% | +234,862+6.8% | Added |
| Wells Fargo & Company | 3,575,897 | $336.1M | 0.07% | +333,103+10.3% | Added |
| London Co of Virginia | 3,569,280 | $335.4M | 2.07% | −536,713−13.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,552,425 | $333.9M | 0.22% | −271,172−7.1% | Reduced |
| RPTC Inc. | 3,522,501 | $331.0M | 58.00% | 00.0% | Unchanged |
| Capital International Investors | 3,478,107 | $326.9M | 0.08% | +954,032+37.8% | Added |
| Fiduciary Management Inc | 3,465,521 | $325.7M | 4.04% | −406,791−10.5% | Reduced |
| HSBC Holdings PLC | 3,424,044 | $321.7M | 0.19% | −531,930−13.4% | Reduced |
| First Trust Advisors LP | 3,377,185 | $317.4M | 0.23% | +759,220+29.0% | Added |
| BNP Paribas Arbitrage, SA | 3,349,544 | $314.8M | 0.21% | +750,169+28.9% | Added |
| Lord, Abbett & Co. LLC | 3,309,211 | $311.0M | 1.02% | −52,173−1.6% | Reduced |
| Newlands Management Operations LLC | 3,196,166 | $300.4M | 1.94% | 00.0% | Unchanged |
| California Public Employees Retirement System | 3,026,417 | $284.4M | 0.18% | −603,645−16.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,952,078 | $277.4M | 0.15% | −337,555−10.3% | Reduced |
| Timucuan Asset Management Inc | 2,948,987 | $277.1M | 10.20% | −75,576−2.5% | Reduced |
| Voya Investment Management LLC | 2,914,756 | $273.9M | 0.29% | +1,235,349+73.6% | Added |
| Vanguard Asset Management, Ltd | 2,911,924 | $273.7M | 0.23% | +2,911,924 | New |
| Rhumbline Advisers | 2,890,722 | $271.7M | 0.23% | −53,643−1.8% | Reduced |
| Lazard Asset Management LLC | 2,863,815 | $269.1M | 0.44% | +248,789+9.5% | Added |
| Principal Financial Group Inc | 2,851,720 | $268.0M | 0.14% | −332,933−10.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,786,512 | $261.9M | 0.43% | +1,081,382+63.4% | Added |
| Bank of Montreal | 2,766,281 | $260.0M | 0.11% | −269,313−8.9% | Reduced |
| Generation Investment Management LLP | 2,743,703 | $257.9M | 2.31% | −5,104,014−65.0% | Reduced |
| Neuberger Berman Group LLC | 2,737,546 | $257.2M | 0.20% | +325,582+13.5% | Added |
| Raymond James Financial Inc | 2,732,183 | $256.8M | 0.08% | +319,214+13.2% | Added |
| D. E. Shaw & Co., Inc. | 2,615,813 | $245.8M | 0.19% | −5,326,261−67.1% | Reduced |
| California State Teachers Retirement System | 2,598,908 | $244.2M | 0.26% | −107,627−4.0% | Reduced |
| American Century Companies Inc | 2,582,066 | $242.7M | 0.12% | −240,058−8.5% | Reduced |
| Natixis Advisors, L.P. | 2,578,543 | $242.3M | 0.34% | +919,109+55.4% | Added |
| Citadel Advisors LLC | 2,547,748 | $239.4M | 0.17% | −2,183,360−46.1% | Reduced |
| Fort Washington Investment Advisors Inc | 2,541,412 | $238.8M | 1.32% | +34,215+1.4% | Added |
| Prudential Financial Inc | 2,531,834 | $237.9M | 0.29% | +246,682+10.8% | Added |
| Ensign Peak Advisors, Inc | 2,406,428 | $226.2M | 0.42% | −303,936−11.2% | Reduced |
| Thrivent Financial for Lutherans | 2,381,381 | $223.8M | 0.43% | −233,206−8.9% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 2,357,390 | $221.5M | 1.97% | −797,400−25.3% | Reduced |
| US Bancorp | 2,289,327 | $215.2M | 0.26% | −5,042−0.2% | Reduced |
| Colony Group, LLC | 2,254,162 | $211.8M | 0.24% | +152,699+7.3% | Added |
| Darsana Capital Partners LP | 2,250,000 | $211.5M | 4.50% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 2,152,500 | $202.3M | 0.23% | +539,064+33.4% | Added |
| Mariner, LLC | 2,121,331 | $199.3M | 0.23% | +1,566,744+282.5% | Added |
| Janus Henderson Group PLC | 2,074,704 | $195.0M | 0.09% | −4,787,886−69.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,062,821 | $193.9M | 0.45% | +489,118+31.1% | Added |
| Assenagon Asset Management S.A. | 2,053,208 | $193.0M | 0.31% | −42,515−2.0% | Reduced |
| Russell Investments Group, Ltd. | 2,047,360 | $192.2M | 0.21% | +32,747+1.6% | Added |
| Beck Mack & Oliver LLC | 2,043,395 | $192.0M | 3.96% | −21,503−1.0% | Reduced |
| Qube Research & Technologies Ltd | 2,043,206 | $192.0M | 0.27% | +532,322+35.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,041,408 | $191.8M | 0.22% | +776,043+61.3% | Added |
| CIBC Bancorp USA Inc. | 2,038,905 | $191.6M | 0.26% | +2,038,905 | New |