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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 256,672 | $24.1M | 0.30% | +57,306+28.7% | Added |
| Steward Partners Investment Advisory, LLC | 257,219 | $24.2M | 0.12% | +66,014+34.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 257,293 | $24.2M | 0.21% | −3,823−1.5% | Reduced |
| Tudor Investment Corp Et Al | 260,000 | $24.4M | 0.13% | +260,000 | New |
| Midwest Trust Co | 260,342 | $24.5M | 0.31% | −2,036−0.8% | Reduced |
| Busey Wealth Management | 264,151 | $24.8M | 0.67% | +5,189+2.0% | Added |
| Commonwealth Equity Services, LLC | 265,765 | $25.0M | 0.03% | −18,875−6.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 266,271 | $25.0M | 0.09% | −108,327−28.9% | Reduced |
| Clough Capital Partners L P | 270,966 | $25.5M | 2.46% | −54,572−16.8% | Reduced |
| Utah Retirement Systems | 271,515 | $25.5M | 0.26% | −10,458−3.7% | Reduced |
| Credit Agricole S A | 272,509 | $25.6M | 0.08% | −401,725−59.6% | Reduced |
| Bessemer Group Inc | 273,453 | $25.7M | 0.04% | +3,262+1.2% | Added |
| Interval Partners, LP | 275,362 | $25.9M | 0.89% | +275,362 | New |
| Greenwich Wealth Management LLC | 280,425 | $26.4M | 1.08% | −47,881−14.6% | Reduced |
| Titan Global Capital Management USA LLC | 283,500 | $26.6M | 3.97% | +1,536+0.5% | Added |
| Hosking Partners LLP | 283,913 | $26.7M | 0.96% | +10,230+3.7% | Added |
| USS Investment Management Ltd | 288,035 | $27.1M | 0.12% | +12,789+4.6% | Added |
| British Columbia Investment Management Corp | 290,360 | $27.3M | 0.16% | −255,644−46.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 290,683 | $27.3M | 0.14% | +26,695+10.1% | Added |
| Macquarie Group Ltd | 297,282 | $27.9M | 0.17% | −88,513−22.9% | Reduced |
| MKP Capital Management, L.L.C. | 300,000 | $28.2M | 0.93% | +300,000 | New |
| Hardman Johnston Global Advisors LLC | 301,580 | $28.3M | 1.35% | −28,299−8.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 304,587 | $28.6M | 0.28% | +16,464+5.7% | Added |
| Amalgamated Bank | 307,738 | $28.9M | 0.22% | −10,599−3.3% | Reduced |
| Varma Mutual Pension Insurance Co | 310,181 | $29.2M | 0.17% | 00.0% | Unchanged |
| Davis Selected Advisers | 310,982 | $29.2M | 0.13% | +9,287+3.1% | Added |
| Gateway Investment Advisers LLC | 311,324 | $29.3M | 0.33% | −67,805−17.9% | Reduced |
| Engineers Gate Manager LP | 312,641 | $29.4M | 0.37% | +179,707+135.2% | Added |
| Daiwa Securities Group Inc. | 314,809 | $29.6M | 0.09% | −19,023−5.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 318,286 | $29.9M | 0.09% | −34,089−9.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 319,582 | $30.0M | 0.09% | +33,851+11.8% | Added |
| Intech Investment Management LLC | 319,604 | $30.0M | 0.30% | −151,804−32.2% | Reduced |
| Quinn Opportunity Partners LLC | 320,000 | $30.1M | 1.58% | +221,000+223.2% | Added |
| Flputnam Investment Management Co | 321,887 | $30.3M | 0.45% | −7,544−2.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 322,800 | $30.3M | 1.07% | +85,800+36.2% | Added |
| Capital Research Global Investors | 329,573 | $31.0M | 0.00% | −876−0.3% | Reduced |
| Mercer Global Advisors Inc | 329,593 | $31.0M | 0.05% | −11,387−3.3% | Reduced |
| Blue Whale Capital LLP | 333,148 | $31.3M | 1.49% | +84,942+34.2% | Added |
| Greatmark Investment Partners, Inc. | 333,287 | $31.3M | 3.67% | −855−0.3% | Reduced |
| Calamos Advisors LLC | 334,174 | $31.4M | 0.12% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 341,293 | $32.1M | 0.27% | +253,756+289.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 343,069 | $32.2M | 0.23% | −15,485−4.3% | Reduced |
| Sequoia Financial Advisors, LLC | 343,001 | $32.2M | 0.18% | −16,001−4.5% | Reduced |
| IFM Investors Pty Ltd | 343,576 | $32.3M | 0.27% | +6,841+2.0% | Added |
| Renaissance Group LLC | 344,535 | $32.4M | 1.36% | −5,355−1.5% | Reduced |
| Blue Sparrow, LLC | 346,110 | $32.5M | 0.56% | −998,939−74.3% | Reduced |
| Zurich Insurance Group Ltd | 348,675 | $32.8M | 0.26% | −11,443−3.2% | Reduced |
| Longaeva Partners L.P. | 349,153 | $32.8M | 1.58% | +349,153 | New |
| Rockefeller Capital Management L.P. | 349,334 | $32.8M | 0.06% | −14,994−4.1% | Reduced |
| Pacific Heights Asset Management LLC | 350,000 | $32.9M | 1.10% | +20,000+6.1% | Added |
| North Reef Capital Management LP | 350,000 | $32.9M | 1.13% | +350,000 | New |
| Picton Mahoney Asset Management | 353,629 | $33.2M | 0.35% | −4,722−1.3% | Reduced |
| VGI Partners Ltd | 355,524 | $33.4M | 1.82% | +355,524 | New |
| Ostrum Asset Management | 356,533 | $33.5M | 1.88% | +327,264+1,118.1% | Added |
| Rockland Trust Co | 357,176 | $33.6M | 1.34% | +87,204+32.3% | Added |
| ProShare Advisors LLC | 358,842 | $33.7M | 0.05% | −16,077−4.3% | Reduced |
| Xponance, Inc. | 362,174 | $34.0M | 0.24% | +35,172+10.8% | Added |
| King Luther Capital Management Corp | 364,449 | $34.3M | 0.15% | +66,196+22.2% | Added |
| DnB Asset Management AS | 366,179 | $34.4M | 0.12% | +21,551+6.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 366,441 | $34.4M | 0.27% | +27,970+8.3% | Added |
| Captrust Financial Advisors | 370,692 | $34.8M | 0.06% | +40,237+12.2% | Added |
| Allen Operations LLC | 380,215 | $35.7M | 5.34% | 00.0% | Unchanged |
| Natixis | 380,264 | $35.7M | 0.14% | +220,424+137.9% | Added |
| Whittier Trust Co | 384,881 | $35.8M | 0.40% | +14,538+3.9% | Added |
| HighTower Advisors, LLC | 383,653 | $36.1M | 0.04% | +17,046+4.6% | Added |
| Smith Group Asset Management, LLC | 385,975 | $36.3M | 1.85% | +24,971+6.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 389,089 | $36.6M | 0.19% | +563+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 389,361 | $36.6M | 0.50% | +59,078+17.9% | Added |
| Kovitz Investment Group Partners, LLC | 389,565 | $36.6M | 0.85% | −24,202−5.8% | Reduced |
| Cercano Management LLC | 390,217 | $36.7M | 1.58% | 00.0% | Unchanged |
| MetLife Investment Management | 396,868 | $37.3M | 0.19% | −11,332−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 401,548 | $37.7M | 0.02% | +22,449+5.9% | Added |
| Nisa Investment Advisors, LLC | 401,991 | $37.8M | 0.14% | −185,506−31.6% | Reduced |
| DekaBank Deutsche Girozentrale | 396,106 | $37.9M | 0.06% | 00.0% | Unchanged |
| Ariel Investments, LLC | 402,927 | $37.9M | 0.42% | +60,652+17.7% | Added |
| Rafferty Asset Management, LLC | 406,086 | $38.2M | 0.15% | −103,409−20.3% | Reduced |
| Berkshire Asset Management LLC | 406,658 | $38.2M | 1.64% | +1,293+0.3% | Added |
| Acadian Asset Management LLC | 416,608 | $39.1M | 0.06% | +348,484+511.5% | Added |
| Oak Associates, Ltd | 427,975 | $40.2M | 2.71% | −19,950−4.5% | Reduced |
| D.A. Davidson & Co. | 430,319 | $40.4M | 0.25% | +20,127+4.9% | Added |
| Wellington Management Group LLP | 433,625 | $40.8M | 0.01% | +418,635+2,792.8% | Added |
| EP Wealth Advisors, LLC | 434,575 | $40.8M | 0.20% | +128,528+42.0% | Added |
| State of Michigan Retirement System | 436,366 | $41.0M | 0.22% | −900−0.2% | Reduced |
| Jain Global LLC | 441,328 | $41.5M | 0.53% | −209,429−32.2% | Reduced |
| Cresset Asset Management, LLC | 442,836 | $41.6M | 0.18% | +7,656+1.8% | Added |
| Janney Montgomery Scott LLC | 445,881 | $41.9M | 0.10% | −40,859−8.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 446,811 | $42.0M | 0.23% | +170,351+61.6% | Added |
| Ami Asset Management Corp | 447,029 | $42.0M | 2.68% | −13,995−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 452,976 | $42.6M | 0.06% | +53,641+13.4% | Added |
| Czech National Bank | 454,905 | $42.8M | 0.28% | +14,466+3.3% | Added |
| Crown Oak Advisors, LLC | 459,669 | $43.2M | 21.67% | +350.0% | Added |
| Mount Capital Ltd | 460,278 | $43.3M | 17.43% | −64,200−12.2% | Reduced |
| Arizona State Retirement System | 462,555 | $43.5M | 0.25% | −29,558−6.0% | Reduced |
| SEB Asset Management AB | 464,096 | $43.6M | 0.19% | +464,096 | New |
| First Manhattan Co | 464,103 | $43.6M | 0.12% | +3,661+0.8% | Added |
| Basswood Capital Management, L.L.C. | 469,701 | $44.1M | 2.25% | −138,725−22.8% | Reduced |
| Bank of Nova Scotia | 470,918 | $44.3M | 0.08% | −839,501−64.1% | Reduced |
| Public Sector Pension Investment Board | 475,155 | $44.7M | 0.14% | −150,233−24.0% | Reduced |
| Fifth Third Bancorp | 479,557 | $45.1M | 0.08% | +337,999+238.8% | Added |
| Holocene Advisors, LP | 481,172 | $45.2M | 0.11% | −201,469−29.5% | Reduced |