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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 2,004,744 | $188.4M | 0.09% | −321,205−13.8% | Reduced |
| Citigroup Inc | 1,924,086 | $180.8M | 0.12% | +358,096+22.9% | Added |
| SEI Investments Co | 1,924,005 | $180.8M | 0.17% | +432,187+29.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,914,767 | $179.5M | 0.54% | +305,368+19.0% | Added |
| Van Eck Associates Corp | 1,856,245 | $174.4M | 0.13% | −3,239−0.2% | Reduced |
| LPL Financial LLC | 1,793,721 | $168.6M | 0.04% | +12,574+0.7% | Added |
| Manufacturers Life Insurance Company, The | 1,790,965 | $168.3M | 0.14% | −185,031−9.4% | Reduced |
| New York State Common Retirement Fund | 1,777,995 | $167.1M | 0.23% | −27,000−1.5% | Reduced |
| Mondrian Investment Partners LTD | 1,717,378 | $161.4M | 2.79% | −28,044−1.6% | Reduced |
| Danske Bank A/S | 1,686,348 | $158.5M | 0.38% | +27,897+1.7% | Added |
| Route One Investment Company, L.P. | 1,682,243 | $158.1M | 6.92% | −156,100−8.5% | Reduced |
| Jones Financial Companies LLLP | 1,702,694 | $157.3M | 0.08% | +1,601,362+1,580.3% | Added |
| Adage Capital Partners GP, L.L.C. | 1,666,339 | $156.6M | 0.24% | −43,300−2.5% | Reduced |
| Avantyr Capital Partners, LP | 1,624,191 | $152.6M | 7.33% | −152,559−8.6% | Reduced |
| CapitalatWork S.A. | 1,556,820 | $146.3M | 4.35% | +52,902+3.5% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,536,206 | $144.4M | 5.29% | −49,455−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 1,489,293 | $140.0M | 0.26% | −2260.0% | Reduced |
| Aviva PLC | 1,478,682 | $139.0M | 0.23% | +35,396+2.5% | Added |
| Jane Street Group, LLC | 1,465,243 | $137.7M | 0.15% | +849,110+137.8% | Added |
| Standard Life Aberdeen plc | 1,442,694 | $135.6M | 0.22% | +95,755+7.1% | Added |
| Capitolis Liquid Global Markets LLC | 1,431,816 | $134.6M | 0.86% | +1,431,816 | New |
| Cerity Partners LLC | 1,413,351 | $132.8M | 0.19% | +300,102+27.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,383,800 | $130.0M | 1.09% | +8,000+0.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,374,120 | $129.1M | 1.30% | +1,374,120 | New |
| Federated Hermes, Inc. | 1,346,144 | $126.5M | 0.21% | +574,442+74.4% | Added |
| Royal London Asset Management Ltd | 1,333,901 | $125.4M | 0.26% | +1,364+0.1% | Added |
| Truist Financial Corp | 1,322,295 | $124.3M | 0.17% | −87,633−6.2% | Reduced |
| Park Presidio Capital LLC | 1,291,457 | $121.4M | 8.51% | +197,834+18.1% | Added |
| Parnassus Investments | 1,284,730 | $120.7M | 0.35% | −12,095−0.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,270,461 | $119.4M | 2.56% | −39,227−3.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,265,779 | $118.5M | 0.20% | +20,032+1.6% | Added |
| New York State Teachers Retirement System | 1,255,230 | $118.0M | 0.24% | −89,737−6.7% | Reduced |
| Findlay Park Partners LLP | 1,243,069 | $116.8M | 1.63% | −498,400−28.6% | Reduced |
| Great West Life Assurance Co | 1,221,693 | $115.1M | 0.21% | +17,675+1.5% | Added |
| Korea Investment CORP | 1,212,883 | $114.0M | 0.24% | −115,422−8.7% | Reduced |
| Schroder Investment Management Group | 1,223,554 | $113.9M | 0.09% | +63,473+5.5% | Added |
| Liontrust Investment Partners LLP | 1,202,648 | $113.0M | 1.93% | −109,572−8.4% | Reduced |
| North Peak Capital Management, LLC | 1,201,613 | $112.9M | 18.78% | −33,069−2.7% | Reduced |
| Bristol John W & Co Inc | 1,173,937 | $110.3M | 1.82% | −14,052−1.2% | Reduced |
| SG Americas Securities, LLC | 1,508,397 | $107.9M | 0.12% | +1,246,811+476.6% | Added |
| Stifel Financial Corp | 1,139,404 | $107.1M | 0.10% | +95,890+9.2% | Added |
| Retirement Systems of Alabama | 1,131,480 | $106.3M | 0.35% | −630−0.1% | Reduced |
| Victory Capital Management Inc | 1,126,631 | $105.9M | 0.07% | +174,506+18.3% | Added |
| National Bank of Canada | 1,125,656 | $105.8M | 0.11% | −68,801−5.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 1,118,735 | $105.1M | 0.32% | −4350.0% | Reduced |
| Assetmark, Inc | 1,113,927 | $104.7M | 0.21% | +106,214+10.5% | Added |
| Employees Retirement System of Texas | 1,076,867 | $101.2M | 0.88% | +186,800+21.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,075,389 | $101.1M | 0.33% | +1,075,389 | New |
| STRS Ohio | 1,034,383 | $97.2M | 0.39% | −60,359−5.5% | Reduced |
| AustralianSuper Pty Ltd | 1,023,621 | $96.2M | 0.50% | −338,048−24.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,006,480 | $94.6M | 0.21% | −24,515−2.4% | Reduced |
| Storebrand Asset Management AS | 997,145 | $93.7M | 0.27% | +61,782+6.6% | Added |
| Quantinno Capital Management LP | 991,262 | $93.2M | 0.16% | +178,161+21.9% | Added |
| Crawford Investment Counsel Inc | 986,317 | $92.7M | 1.58% | −19,615−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 964,459 | $90.6M | 0.13% | −548,606−36.3% | Reduced |
| Intermede Investment Partners Ltd | 957,372 | $90.0M | 4.17% | −51,040−5.1% | Reduced |
| Pictet Asset Management Holding SA | 956,500 | $89.9M | 0.09% | −42,935−4.3% | Reduced |
| Woodline Partners LP | 943,406 | $88.7M | 0.34% | +657,422+229.9% | Added |
| Jupiter Asset Management Ltd | 939,505 | $88.3M | 0.47% | +142,147+17.8% | Added |
| State of Wisconsin Investment Board | 930,463 | $87.4M | 0.20% | +18,897+2.1% | Added |
| CIBC World Markets Inc. | 910,142 | $85.5M | 0.15% | +656,399+258.7% | Added |
| APG Asset Management N.V. | 1,030,160 | $84.0M | 0.27% | −15,952−1.5% | Reduced |
| Blair William & Co | 890,345 | $83.7M | 0.24% | +172,882+24.1% | Added |
| Swiss Life Asset Management Ltd | 623,162 | $83.1M | 0.41% | +215,983+53.0% | Added |
| Glenmede Trust Co NA | 864,248 | $81.2M | 0.40% | −17,388−2.0% | Reduced |
| Sterling Capital Management LLC | 854,648 | $80.3M | 1.52% | −95,150−10.0% | Reduced |
| Mackenzie Financial Corp | 850,400 | $79.9M | 0.10% | +205,348+31.8% | Added |
| Snyder Capital Management L P | 841,238 | $79.1M | 1.53% | −131,619−13.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 840,139 | $79.0M | 0.23% | +840,139 | New |
| Mitsubishi UFJ Trust & Banking Corp | 835,787 | $78.5M | 0.19% | +70,706+9.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 835,382 | $78.5M | 0.23% | −28,556−3.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 843,977 | $77.3M | 1.51% | +40,276+5.0% | Added |
| Balyasny Asset Management LLC | 813,449 | $76.4M | 0.15% | −1,909,998−70.1% | Reduced |
| Thornburg Investment Management Inc | 809,560 | $76.1M | 0.79% | +54,672+7.2% | Added |
| CI Private Wealth, LLC | 805,140 | $75.3M | 0.11% | +36,423+4.7% | Added |
| Swedbank AB | 796,022 | $74.8M | 0.08% | +7,806+1.0% | Added |
| NFJ Investment Group, LLC | 782,278 | $73.5M | 2.81% | −92,077−10.5% | Reduced |
| Brevan Howard Capital Management LP | 781,655 | $72.3M | 0.74% | +778,503+24,698.7% | Added |
| Candriam Luxembourg S.C.A. | 764,475 | $71.8M | 0.37% | +99,115+14.9% | Added |
| Paralel Advisors LLC | 750,000 | $70.5M | 2.93% | 00.0% | Unchanged |
| Barr E S & Co | 746,127 | $70.1M | 4.08% | −10,761−1.4% | Reduced |
| TD Asset Management Inc | 742,694 | $69.8M | 0.06% | +10,047+1.4% | Added |
| Bowen Hanes & Co Inc | 740,788 | $69.6M | 1.70% | +127,495+20.8% | Added |
| Alyeska Investment Group, L.P. | 740,097 | $69.6M | 0.20% | +740,097 | New |
| Creative Planning | 739,717 | $69.5M | 0.05% | +60,482+8.9% | Added |
| FIL Ltd | 738,461 | $69.4M | 0.05% | +12,368+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 746,230 | $68.9M | 0.12% | +3,227+0.4% | Added |
| Nomura Asset Management Co Ltd | 731,379 | $68.7M | 0.18% | +124,062+20.4% | Added |
| Asset Management One Co.,Ltd. | 729,703 | $68.6M | 0.20% | −7,483−1.0% | Reduced |
| Becker Capital Management Inc | 728,994 | $68.5M | 2.01% | −6,551−0.9% | Reduced |
| Nomura Asset Management International Inc. | 726,072 | $68.2M | 0.12% | −128,559−15.0% | Reduced |
| Madison Asset Management, LLC | 721,830 | $67.8M | 0.84% | −39,520−5.2% | Reduced |
| Los Angeles Capital Management LLC | 717,266 | $67.4M | 0.27% | −209,681−22.6% | Reduced |
| Treasurer of the State of North Carolina | 714,977 | $67.2M | 0.21% | −1120.0% | Reduced |
| Equity Investment Corp | 705,480 | $66.3M | 1.30% | −282,593−28.6% | Reduced |
| Summitry LLC | 704,917 | $66.2M | 2.34% | −2,369−0.3% | Reduced |
| HughesLittle Investment Management Ltd. | 703,529 | $66.1M | 12.94% | −48,533−6.5% | Reduced |
| Central Securities Corp | 700,000 | $65.8M | 5.43% | −100,000−12.5% | Reduced |
| KBC Group NV | 697,547 | $65.6M | 0.16% | −443,176−38.9% | Reduced |
| Cooke & Bieler LP | 695,909 | $65.4M | 0.74% | −411,041−37.1% | Reduced |