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 |
|---|---|---|---|---|---|
| North Star Asset Management Inc | 485,818 | $45.7M | 1.98% | −4,181−0.9% | Reduced |
| Teacher Retirement System of Texas | 487,504 | $45.8M | 0.19% | −163,855−25.2% | Reduced |
| HRT Financial LP | 497,558 | $46.8M | 0.12% | −265,958−34.8% | Reduced |
| Lido Advisors, LLC | 502,606 | $47.2M | 0.19% | −30,269−5.7% | Reduced |
| Castleark Management LLC | 504,053 | $47.4M | 1.57% | −118,482−19.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 505,833 | $47.5M | 0.03% | +339,046+203.3% | Added |
| Associated Banc-Corp | 507,705 | $47.7M | 1.26% | +3,583+0.7% | Added |
| Provident Investment Management, Inc. | 510,493 | $48.0M | 4.76% | −3,434−0.7% | Reduced |
| Mediolanum International Funds Ltd | 518,184 | $48.2M | 0.51% | +52,771+11.3% | Added |
| Sandhill Capital Partners LLC | 517,124 | $48.6M | 4.18% | −55,836−9.7% | Reduced |
| Coronation Fund Managers Ltd. | 530,439 | $49.9M | 2.27% | +66,960+14.4% | Added |
| Resona Asset Management Co.,Ltd. | 533,498 | $50.0M | 0.25% | +687+0.1% | Added |
| Delta Global Management LP | 533,493 | $50.1M | 4.10% | −39,523−6.9% | Reduced |
| Crossmark Global Holdings, Inc. | 533,839 | $50.2M | 0.74% | +68,449+14.7% | Added |
| CIBC Asset Management Inc | 542,325 | $50.9M | 0.12% | +127,512+30.7% | Added |
| Vident Advisory, LLC | 549,823 | $51.7M | 0.44% | −23,325−4.1% | Reduced |
| Squarepoint Ops LLC | 552,417 | $51.9M | 0.11% | −474,648−46.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 552,770 | $51.9M | 0.27% | −57,783−9.5% | Reduced |
| Tredje AP-fonden | 552,898 | $52.0M | 0.28% | +369,498+201.5% | Added |
| CORDA Investment Management, LLC. | 553,189 | $52.0M | 3.59% | −16,446−2.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 553,484 | $52.0M | 0.05% | −2,077,263−79.0% | Reduced |
| MML Investors Services, LLC | 575,017 | $54.0M | 0.15% | −117,168−16.9% | Reduced |
| Ninety One UK Ltd | 578,211 | $54.3M | 0.13% | −29,353−4.8% | Reduced |
| State of New Jersey Common Pension Fund D | 580,642 | $54.6M | 0.21% | −13,003−2.2% | Reduced |
| State of Tennessee, Treasury Department | 586,908 | $55.2M | 0.19% | −29,072−4.7% | Reduced |
| Azora Capital LP | 589,547 | $55.4M | 3.64% | +322,352+120.6% | Added |
| Aureus Asset Management, LLC | 605,564 | $56.9M | 3.79% | −10,608−1.7% | Reduced |
| Caledonia Investments PLC | 611,000 | $57.4M | 6.71% | 00.0% | Unchanged |
| Heron Bay Capital Management | 614,582 | $57.8M | 5.32% | +374,376+155.9% | Added |
| Cetera Investment Advisers | 620,584 | $58.3M | 0.06% | +84,413+15.7% | Added |
| Man Group plc | 636,197 | $59.8M | 0.12% | −614,891−49.1% | Reduced |
| Panagora Asset Management Inc | 640,218 | $60.2M | 0.23% | −84,222−11.6% | Reduced |
| KLP Kapitalforvaltning AS | 640,972 | $60.2M | 0.24% | +25,900+4.2% | Added |
| Handelsbanken Fonder AB | 649,069 | $61.0M | 0.20% | +2,402+0.4% | Added |
| Millennium Management LLC | 651,507 | $61.2M | 0.05% | −2,974,387−82.0% | Reduced |
| Public Employees Retirement System of Ohio | 667,534 | $62.7M | 0.20% | −13,753−2.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 672,366 | $63.2M | 0.42% | +5,000+0.7% | Added |
| Toronto Dominion Bank | 673,095 | $63.3M | 0.12% | −119,506−15.1% | Reduced |
| Freestone Grove Partners LP | 680,818 | $64.0M | 0.46% | −386,872−36.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 705,118 | $64.6M | 0.14% | −447,723−38.8% | Reduced |
| Cooke & Bieler LP | 695,909 | $65.4M | 0.74% | −411,041−37.1% | Reduced |
| KBC Group NV | 697,547 | $65.6M | 0.16% | −443,176−38.9% | Reduced |
| Central Securities Corp | 700,000 | $65.8M | 5.43% | −100,000−12.5% | Reduced |
| HughesLittle Investment Management Ltd. | 703,529 | $66.1M | 12.94% | −48,533−6.5% | Reduced |
| Summitry LLC | 704,917 | $66.2M | 2.34% | −2,369−0.3% | Reduced |
| Equity Investment Corp | 705,480 | $66.3M | 1.30% | −282,593−28.6% | Reduced |
| Treasurer of the State of North Carolina | 714,977 | $67.2M | 0.21% | −1120.0% | Reduced |
| Los Angeles Capital Management LLC | 717,266 | $67.4M | 0.27% | −209,681−22.6% | Reduced |
| Madison Asset Management, LLC | 721,830 | $67.8M | 0.84% | −39,520−5.2% | Reduced |
| Nomura Asset Management International Inc. | 726,072 | $68.2M | 0.12% | −128,559−15.0% | Reduced |
| Becker Capital Management Inc | 728,994 | $68.5M | 2.01% | −6,551−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 729,703 | $68.6M | 0.20% | −7,483−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 731,379 | $68.7M | 0.18% | +124,062+20.4% | Added |
| Allspring Global Investments Holdings, LLC | 746,230 | $68.9M | 0.12% | +3,227+0.4% | Added |
| FIL Ltd | 738,461 | $69.4M | 0.05% | +12,368+1.7% | Added |
| Creative Planning | 739,717 | $69.5M | 0.05% | +60,482+8.9% | Added |
| Alyeska Investment Group, L.P. | 740,097 | $69.6M | 0.20% | +740,097 | New |
| Bowen Hanes & Co Inc | 740,788 | $69.6M | 1.70% | +127,495+20.8% | Added |
| TD Asset Management Inc | 742,694 | $69.8M | 0.06% | +10,047+1.4% | Added |
| Barr E S & Co | 746,127 | $70.1M | 4.08% | −10,761−1.4% | Reduced |
| Paralel Advisors LLC | 750,000 | $70.5M | 2.93% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 764,475 | $71.8M | 0.37% | +99,115+14.9% | Added |
| Brevan Howard Capital Management LP | 781,655 | $72.3M | 0.74% | +778,503+24,698.7% | Added |
| NFJ Investment Group, LLC | 782,278 | $73.5M | 2.81% | −92,077−10.5% | Reduced |
| Swedbank AB | 796,022 | $74.8M | 0.08% | +7,806+1.0% | Added |
| CI Private Wealth, LLC | 805,140 | $75.3M | 0.11% | +36,423+4.7% | Added |
| Thornburg Investment Management Inc | 809,560 | $76.1M | 0.79% | +54,672+7.2% | Added |
| Balyasny Asset Management LLC | 813,449 | $76.4M | 0.15% | −1,909,998−70.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 843,977 | $77.3M | 1.51% | +40,276+5.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 835,382 | $78.5M | 0.23% | −28,556−3.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 835,787 | $78.5M | 0.19% | +70,706+9.2% | Added |
| Vanguard Investments Australia, Ltd. | 840,139 | $79.0M | 0.23% | +840,139 | New |
| Snyder Capital Management L P | 841,238 | $79.1M | 1.53% | −131,619−13.5% | Reduced |
| Mackenzie Financial Corp | 850,400 | $79.9M | 0.10% | +205,348+31.8% | Added |
| Sterling Capital Management LLC | 854,648 | $80.3M | 1.52% | −95,150−10.0% | Reduced |
| Glenmede Trust Co NA | 864,248 | $81.2M | 0.40% | −17,388−2.0% | Reduced |
| Swiss Life Asset Management Ltd | 623,162 | $83.1M | 0.41% | +215,983+53.0% | Added |
| Blair William & Co | 890,345 | $83.7M | 0.24% | +172,882+24.1% | Added |
| APG Asset Management N.V. | 1,030,160 | $84.0M | 0.27% | −15,952−1.5% | Reduced |
| CIBC World Markets Inc. | 910,142 | $85.5M | 0.15% | +656,399+258.7% | Added |
| State of Wisconsin Investment Board | 930,463 | $87.4M | 0.20% | +18,897+2.1% | Added |
| Jupiter Asset Management Ltd | 939,505 | $88.3M | 0.47% | +142,147+17.8% | Added |
| Woodline Partners LP | 943,406 | $88.7M | 0.34% | +657,422+229.9% | Added |
| Pictet Asset Management Holding SA | 956,500 | $89.9M | 0.09% | −42,935−4.3% | Reduced |
| Intermede Investment Partners Ltd | 957,372 | $90.0M | 4.17% | −51,040−5.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 964,459 | $90.6M | 0.13% | −548,606−36.3% | Reduced |
| Crawford Investment Counsel Inc | 986,317 | $92.7M | 1.58% | −19,615−1.9% | Reduced |
| Quantinno Capital Management LP | 991,262 | $93.2M | 0.16% | +178,161+21.9% | Added |
| Storebrand Asset Management AS | 997,145 | $93.7M | 0.27% | +61,782+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,006,480 | $94.6M | 0.21% | −24,515−2.4% | Reduced |
| AustralianSuper Pty Ltd | 1,023,621 | $96.2M | 0.50% | −338,048−24.8% | Reduced |
| STRS Ohio | 1,034,383 | $97.2M | 0.39% | −60,359−5.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,075,389 | $101.1M | 0.33% | +1,075,389 | New |
| Employees Retirement System of Texas | 1,076,867 | $101.2M | 0.88% | +186,800+21.0% | Added |
| Assetmark, Inc | 1,113,927 | $104.7M | 0.21% | +106,214+10.5% | Added |
| PFA Pension, Forsikringsaktieselskab | 1,118,735 | $105.1M | 0.32% | −4350.0% | Reduced |
| National Bank of Canada | 1,125,656 | $105.8M | 0.11% | −68,801−5.8% | Reduced |
| Victory Capital Management Inc | 1,126,631 | $105.9M | 0.07% | +174,506+18.3% | Added |
| Retirement Systems of Alabama | 1,131,480 | $106.3M | 0.35% | −630−0.1% | Reduced |
| Stifel Financial Corp | 1,139,404 | $107.1M | 0.10% | +95,890+9.2% | Added |