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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 705,118 | $64.6M | 0.14% | −447,723−38.8% | Reduced |
| Freestone Grove Partners LP | 680,818 | $64.0M | 0.46% | −386,872−36.2% | Reduced |
| Toronto Dominion Bank | 673,095 | $63.3M | 0.12% | −119,506−15.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 672,366 | $63.2M | 0.42% | +5,000+0.7% | Added |
| Public Employees Retirement System of Ohio | 667,534 | $62.7M | 0.20% | −13,753−2.0% | Reduced |
| Millennium Management LLC | 651,507 | $61.2M | 0.05% | −2,974,387−82.0% | Reduced |
| Handelsbanken Fonder AB | 649,069 | $61.0M | 0.20% | +2,402+0.4% | Added |
| KLP Kapitalforvaltning AS | 640,972 | $60.2M | 0.24% | +25,900+4.2% | Added |
| Panagora Asset Management Inc | 640,218 | $60.2M | 0.23% | −84,222−11.6% | Reduced |
| Man Group plc | 636,197 | $59.8M | 0.12% | −614,891−49.1% | Reduced |
| Cetera Investment Advisers | 620,584 | $58.3M | 0.06% | +84,413+15.7% | Added |
| Heron Bay Capital Management | 614,582 | $57.8M | 5.32% | +374,376+155.9% | Added |
| Caledonia Investments PLC | 611,000 | $57.4M | 6.71% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 605,564 | $56.9M | 3.79% | −10,608−1.7% | Reduced |
| Azora Capital LP | 589,547 | $55.4M | 3.64% | +322,352+120.6% | Added |
| State of Tennessee, Treasury Department | 586,908 | $55.2M | 0.19% | −29,072−4.7% | Reduced |
| State of New Jersey Common Pension Fund D | 580,642 | $54.6M | 0.21% | −13,003−2.2% | Reduced |
| Ninety One UK Ltd | 578,211 | $54.3M | 0.13% | −29,353−4.8% | Reduced |
| MML Investors Services, LLC | 575,017 | $54.0M | 0.15% | −117,168−16.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 553,484 | $52.0M | 0.05% | −2,077,263−79.0% | Reduced |
| CORDA Investment Management, LLC. | 553,189 | $52.0M | 3.59% | −16,446−2.9% | Reduced |
| Tredje AP-fonden | 552,898 | $52.0M | 0.28% | +369,498+201.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 552,770 | $51.9M | 0.27% | −57,783−9.5% | Reduced |
| Squarepoint Ops LLC | 552,417 | $51.9M | 0.11% | −474,648−46.2% | Reduced |
| Vident Advisory, LLC | 549,823 | $51.7M | 0.44% | −23,325−4.1% | Reduced |
| CIBC Asset Management Inc | 542,325 | $50.9M | 0.12% | +127,512+30.7% | Added |
| Crossmark Global Holdings, Inc. | 533,839 | $50.2M | 0.74% | +68,449+14.7% | Added |
| Delta Global Management LP | 533,493 | $50.1M | 4.10% | −39,523−6.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 533,498 | $50.0M | 0.25% | +687+0.1% | Added |
| Coronation Fund Managers Ltd. | 530,439 | $49.9M | 2.27% | +66,960+14.4% | Added |
| Sandhill Capital Partners LLC | 517,124 | $48.6M | 4.18% | −55,836−9.7% | Reduced |
| Mediolanum International Funds Ltd | 518,184 | $48.2M | 0.51% | +52,771+11.3% | Added |
| Provident Investment Management, Inc. | 510,493 | $48.0M | 4.76% | −3,434−0.7% | Reduced |
| Associated Banc-Corp | 507,705 | $47.7M | 1.26% | +3,583+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 505,833 | $47.5M | 0.03% | +339,046+203.3% | Added |
| Castleark Management LLC | 504,053 | $47.4M | 1.57% | −118,482−19.0% | Reduced |
| Lido Advisors, LLC | 502,606 | $47.2M | 0.19% | −30,269−5.7% | Reduced |
| HRT Financial LP | 497,558 | $46.8M | 0.12% | −265,958−34.8% | Reduced |
| Teacher Retirement System of Texas | 487,504 | $45.8M | 0.19% | −163,855−25.2% | Reduced |
| North Star Asset Management Inc | 485,818 | $45.7M | 1.98% | −4,181−0.9% | Reduced |
| Holocene Advisors, LP | 481,172 | $45.2M | 0.11% | −201,469−29.5% | Reduced |
| Fifth Third Bancorp | 479,557 | $45.1M | 0.08% | +337,999+238.8% | Added |
| Public Sector Pension Investment Board | 475,155 | $44.7M | 0.14% | −150,233−24.0% | Reduced |
| Bank of Nova Scotia | 470,918 | $44.3M | 0.08% | −839,501−64.1% | Reduced |
| Basswood Capital Management, L.L.C. | 469,701 | $44.1M | 2.25% | −138,725−22.8% | Reduced |
| First Manhattan Co | 464,103 | $43.6M | 0.12% | +3,661+0.8% | Added |
| SEB Asset Management AB | 464,096 | $43.6M | 0.19% | +464,096 | New |
| Arizona State Retirement System | 462,555 | $43.5M | 0.25% | −29,558−6.0% | Reduced |
| Mount Capital Ltd | 460,278 | $43.3M | 17.43% | −64,200−12.2% | Reduced |
| Crown Oak Advisors, LLC | 459,669 | $43.2M | 21.67% | +350.0% | Added |
| Czech National Bank | 454,905 | $42.8M | 0.28% | +14,466+3.3% | Added |
| Advisor Group Holdings, Inc. | 452,976 | $42.6M | 0.06% | +53,641+13.4% | Added |
| Ami Asset Management Corp | 447,029 | $42.0M | 2.68% | −13,995−3.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 446,811 | $42.0M | 0.23% | +170,351+61.6% | Added |
| Janney Montgomery Scott LLC | 445,881 | $41.9M | 0.10% | −40,859−8.4% | Reduced |
| Cresset Asset Management, LLC | 442,836 | $41.6M | 0.18% | +7,656+1.8% | Added |
| Jain Global LLC | 441,328 | $41.5M | 0.53% | −209,429−32.2% | Reduced |
| State of Michigan Retirement System | 436,366 | $41.0M | 0.22% | −900−0.2% | Reduced |
| EP Wealth Advisors, LLC | 434,575 | $40.8M | 0.20% | +128,528+42.0% | Added |
| Wellington Management Group LLP | 433,625 | $40.8M | 0.01% | +418,635+2,792.8% | Added |
| D.A. Davidson & Co. | 430,319 | $40.4M | 0.25% | +20,127+4.9% | Added |
| Oak Associates, Ltd | 427,975 | $40.2M | 2.71% | −19,950−4.5% | Reduced |
| Acadian Asset Management LLC | 416,608 | $39.1M | 0.06% | +348,484+511.5% | Added |
| Berkshire Asset Management LLC | 406,658 | $38.2M | 1.64% | +1,293+0.3% | Added |
| Rafferty Asset Management, LLC | 406,086 | $38.2M | 0.15% | −103,409−20.3% | Reduced |
| Ariel Investments, LLC | 402,927 | $37.9M | 0.42% | +60,652+17.7% | Added |
| DekaBank Deutsche Girozentrale | 396,106 | $37.9M | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 401,991 | $37.8M | 0.14% | −185,506−31.6% | Reduced |
| The PNC Financial Services Group, Inc. | 401,548 | $37.7M | 0.02% | +22,449+5.9% | Added |
| MetLife Investment Management | 396,868 | $37.3M | 0.19% | −11,332−2.8% | Reduced |
| Cercano Management LLC | 390,217 | $36.7M | 1.58% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 389,565 | $36.6M | 0.85% | −24,202−5.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 389,361 | $36.6M | 0.50% | +59,078+17.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 389,089 | $36.6M | 0.19% | +563+0.1% | Added |
| Smith Group Asset Management, LLC | 385,975 | $36.3M | 1.85% | +24,971+6.9% | Added |
| HighTower Advisors, LLC | 383,653 | $36.1M | 0.04% | +17,046+4.6% | Added |
| Whittier Trust Co | 384,881 | $35.8M | 0.40% | +14,538+3.9% | Added |
| Natixis | 380,264 | $35.7M | 0.14% | +220,424+137.9% | Added |
| Allen Operations LLC | 380,215 | $35.7M | 5.34% | 00.0% | Unchanged |
| Captrust Financial Advisors | 370,692 | $34.8M | 0.06% | +40,237+12.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 366,441 | $34.4M | 0.27% | +27,970+8.3% | Added |
| DnB Asset Management AS | 366,179 | $34.4M | 0.12% | +21,551+6.3% | Added |
| King Luther Capital Management Corp | 364,449 | $34.3M | 0.15% | +66,196+22.2% | Added |
| Xponance, Inc. | 362,174 | $34.0M | 0.24% | +35,172+10.8% | Added |
| ProShare Advisors LLC | 358,842 | $33.7M | 0.05% | −16,077−4.3% | Reduced |
| Rockland Trust Co | 357,176 | $33.6M | 1.34% | +87,204+32.3% | Added |
| Ostrum Asset Management | 356,533 | $33.5M | 1.88% | +327,264+1,118.1% | Added |
| VGI Partners Ltd | 355,524 | $33.4M | 1.82% | +355,524 | New |
| Picton Mahoney Asset Management | 353,629 | $33.2M | 0.35% | −4,722−1.3% | 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 |
| Rockefeller Capital Management L.P. | 349,334 | $32.8M | 0.06% | −14,994−4.1% | Reduced |
| Longaeva Partners L.P. | 349,153 | $32.8M | 1.58% | +349,153 | New |
| Zurich Insurance Group Ltd | 348,675 | $32.8M | 0.26% | −11,443−3.2% | Reduced |
| Blue Sparrow, LLC | 346,110 | $32.5M | 0.56% | −998,939−74.3% | Reduced |
| Renaissance Group LLC | 344,535 | $32.4M | 1.36% | −5,355−1.5% | Reduced |
| IFM Investors Pty Ltd | 343,576 | $32.3M | 0.27% | +6,841+2.0% | Added |
| Sequoia Financial Advisors, LLC | 343,001 | $32.2M | 0.18% | −16,001−4.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 343,069 | $32.2M | 0.23% | −15,485−4.3% | Reduced |
| Pinebridge Investments LLC | 341,293 | $32.1M | 0.27% | +253,756+289.9% | Added |