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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 334,174 | $31.4M | 0.12% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 333,287 | $31.3M | 3.67% | −855−0.3% | Reduced |
| Blue Whale Capital LLP | 333,148 | $31.3M | 1.49% | +84,942+34.2% | Added |
| Mercer Global Advisors Inc | 329,593 | $31.0M | 0.05% | −11,387−3.3% | Reduced |
| Capital Research Global Investors | 329,573 | $31.0M | 0.00% | −876−0.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 322,800 | $30.3M | 1.07% | +85,800+36.2% | Added |
| Flputnam Investment Management Co | 321,887 | $30.3M | 0.45% | −7,544−2.3% | Reduced |
| Quinn Opportunity Partners LLC | 320,000 | $30.1M | 1.58% | +221,000+223.2% | Added |
| Intech Investment Management LLC | 319,604 | $30.0M | 0.30% | −151,804−32.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 319,582 | $30.0M | 0.09% | +33,851+11.8% | Added |
| Eurizon Capital SGR S.p.A. | 318,286 | $29.9M | 0.09% | −34,089−9.7% | Reduced |
| Daiwa Securities Group Inc. | 314,809 | $29.6M | 0.09% | −19,023−5.7% | Reduced |
| Engineers Gate Manager LP | 312,641 | $29.4M | 0.37% | +179,707+135.2% | Added |
| Gateway Investment Advisers LLC | 311,324 | $29.3M | 0.33% | −67,805−17.9% | Reduced |
| Davis Selected Advisers | 310,982 | $29.2M | 0.13% | +9,287+3.1% | Added |
| Varma Mutual Pension Insurance Co | 310,181 | $29.2M | 0.17% | 00.0% | Unchanged |
| Amalgamated Bank | 307,738 | $28.9M | 0.22% | −10,599−3.3% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 304,587 | $28.6M | 0.28% | +16,464+5.7% | Added |
| Hardman Johnston Global Advisors LLC | 301,580 | $28.3M | 1.35% | −28,299−8.6% | Reduced |
| MKP Capital Management, L.L.C. | 300,000 | $28.2M | 0.93% | +300,000 | New |
| Macquarie Group Ltd | 297,282 | $27.9M | 0.17% | −88,513−22.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 290,683 | $27.3M | 0.14% | +26,695+10.1% | Added |
| British Columbia Investment Management Corp | 290,360 | $27.3M | 0.16% | −255,644−46.8% | Reduced |
| USS Investment Management Ltd | 288,035 | $27.1M | 0.12% | +12,789+4.6% | Added |
| Hosking Partners LLP | 283,913 | $26.7M | 0.96% | +10,230+3.7% | Added |
| Titan Global Capital Management USA LLC | 283,500 | $26.6M | 3.97% | +1,536+0.5% | Added |
| Greenwich Wealth Management LLC | 280,425 | $26.4M | 1.08% | −47,881−14.6% | Reduced |
| Interval Partners, LP | 275,362 | $25.9M | 0.89% | +275,362 | New |
| Bessemer Group Inc | 273,453 | $25.7M | 0.04% | +3,262+1.2% | Added |
| Credit Agricole S A | 272,509 | $25.6M | 0.08% | −401,725−59.6% | Reduced |
| Utah Retirement Systems | 271,515 | $25.5M | 0.26% | −10,458−3.7% | Reduced |
| Clough Capital Partners L P | 270,966 | $25.5M | 2.46% | −54,572−16.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 266,271 | $25.0M | 0.09% | −108,327−28.9% | Reduced |
| Commonwealth Equity Services, LLC | 265,765 | $25.0M | 0.03% | −18,875−6.6% | Reduced |
| Busey Wealth Management | 264,151 | $24.8M | 0.67% | +5,189+2.0% | Added |
| Midwest Trust Co | 260,342 | $24.5M | 0.31% | −2,036−0.8% | Reduced |
| Tudor Investment Corp Et Al | 260,000 | $24.4M | 0.13% | +260,000 | New |
| Police & Firemen's Retirement System of New Jersey | 257,293 | $24.2M | 0.21% | −3,823−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 257,219 | $24.2M | 0.12% | +66,014+34.5% | Added |
| Andra AP-fonden | 256,672 | $24.1M | 0.30% | +57,306+28.7% | Added |
| Par Capital Management Inc | 253,300 | $23.8M | 0.69% | −658,700−72.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 252,183 | $23.7M | 1.97% | +3,195+1.3% | Added |
| Argent Capital Management LLC | 250,749 | $23.6M | 0.74% | +250,749 | New |
| New York Life Investment Management LLC | 248,325 | $23.3M | 0.20% | +19,320+8.4% | Added |
| Mairs & Power Inc | 247,732 | $23.3M | 0.24% | −25,625−9.4% | Reduced |
| QRG Capital Management, Inc. | 247,728 | $23.3M | 0.24% | +37,899+18.1% | Added |
| Trexquant Investment LP | 247,455 | $23.3M | 0.17% | +201,470+438.1% | Added |
| Rakuten Investment Management, Inc. | 249,096 | $23.2M | 0.05% | +26,777+12.0% | Added |
| Clearstead Advisors, LLC | 246,338 | $23.2M | 0.21% | +4,509+1.9% | Added |
| Banco Santander, S.A. | 242,842 | $22.8M | 0.18% | −8,711−3.5% | Reduced |
| Talbot Financial, LLC | 242,166 | $22.8M | 1.91% | +50,544+26.4% | Added |
| Dudley & Shanley, Inc. | 240,933 | $22.6M | 3.70% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 240,702 | $22.6M | 0.04% | −2,402,088−90.9% | Reduced |
| NEOS Investment Management LLC | 239,866 | $22.5M | 0.11% | +12,999+5.7% | Added |
| Barlow Wealth Partners, Inc. | 243,993 | $22.5M | 2.50% | +238,829+4,624.9% | Added |
| Canada Post Corp Registered Pension Plan | 237,664 | $22.3M | 0.89% | −20,488−7.9% | Reduced |
| Park National Corp | 237,650 | $22.3M | 0.68% | +195+0.1% | Added |
| GW Henssler & Associates Ltd | 236,327 | $22.2M | 1.05% | −4,985−2.1% | Reduced |
| Davidson Investment Advisors | 235,934 | $22.2M | 0.96% | −4,896−2.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 234,673 | $22.1M | 0.18% | +3,176+1.4% | Added |
| Epoch Investment Partners, Inc. | 229,630 | $21.6M | 0.13% | −12,905−5.3% | Reduced |
| Beacon Pointe Advisors, LLC | 228,577 | $21.5M | 0.11% | +84,539+58.7% | Added |
| Adviser Investments LLC | 227,853 | $21.4M | 0.23% | −179−0.1% | Reduced |
| Gillson Capital LP | 227,600 | $21.4M | 1.75% | +184,500+428.1% | Added |
| Caisse de Depot Et Placement du Quebec | 227,203 | $21.4M | 0.03% | −553,460−70.9% | Reduced |
| Everett Harris & Co | 226,355 | $21.3M | 0.27% | +14,575+6.9% | Added |
| Callan Family Office, LLC | 225,717 | $21.2M | 0.48% | −1,978−0.9% | Reduced |
| Ieq Capital, LLC | 225,132 | $21.2M | 0.10% | +1,418+0.6% | Added |
| Edgar Lomax Co | 223,615 | $21.0M | 1.50% | +24,155+12.1% | Added |
| Public Employees Retirement Association of Colorado | 221,376 | $20.8M | 0.08% | −1,300−0.6% | Reduced |
| Nissay Asset Management Corp | 215,494 | $20.3M | 0.11% | −1,596−0.7% | Reduced |
| Warther Private Wealth, LLC | 215,203 | $20.2M | 4.74% | +22,676+11.8% | Added |
| Live Oak Private Wealth LLC | 214,689 | $20.2M | 2.81% | −1,443−0.7% | Reduced |
| Cohen Capital Management, Inc. | 214,366 | $20.1M | 3.13% | −4,622−2.1% | Reduced |
| M&T Bank Corp | 211,767 | $19.9M | 0.07% | −8,182−3.7% | Reduced |
| Summit Trail Advisors, LLC | 210,328 | $19.8M | 0.28% | +28,810+15.9% | Added |
| Empowered Funds, LLC | 205,719 | $19.3M | 0.12% | +205,719 | New |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 205,442 | $19.3M | 0.29% | +52,597+34.4% | Added |
| JustInvest LLC | 205,293 | $19.3M | 0.19% | +4,848+2.4% | Added |
| Addenda Capital Inc. | 204,698 | $19.2M | 0.54% | +5,144+2.6% | Added |
| Private Wealth Partners, LLC | 204,248 | $19.2M | 1.48% | +97,829+91.9% | Added |
| Pathstone Holdings, LLC | 203,775 | $19.2M | 0.08% | +2,707+1.3% | Added |
| Hudson Bay Capital Management LP | 201,226 | $18.9M | 0.11% | +314+0.2% | Added |
| Sanctuary Advisors, LLC | 200,894 | $18.9M | 0.10% | +17,810+9.7% | Added |
| Vinva Investment Management Ltd | 202,315 | $18.8M | 0.23% | −9,018−4.3% | Reduced |
| CBOE Vest Financial, LLC | 199,526 | $18.8M | 0.23% | +156,571+364.5% | Added |
| Peapack Gladstone Financial Corp | 197,424 | $18.6M | 0.24% | −1,944−1.0% | Reduced |
| United Asset Strategies, Inc. | 196,638 | $18.5M | 1.47% | +7,715+4.1% | Added |
| Premier Fund Managers Ltd | 198,240 | $18.4M | 1.31% | −12,465−5.9% | Reduced |
| First Foundation Advisors | 195,410 | $18.4M | 0.74% | +2,574+1.3% | Added |
| ProVise Management Group, LLC | 193,398 | $18.2M | 1.31% | +2,541+1.3% | Added |
| Pensionmark Financial Group, LLC | 193,267 | $18.2M | 0.29% | +8,314+4.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 192,567 | $18.1M | 0.17% | −24,221−11.2% | Reduced |
| WCG Wealth Advisors LLC | 192,267 | $18.1M | 0.51% | −1,126−0.6% | Reduced |
| Virginia Retirement Systems Et Al | 192,100 | $18.1M | 0.13% | −11,500−5.6% | Reduced |
| Martingale Asset Management L P | 191,542 | $18.0M | 0.45% | −79,639−29.4% | Reduced |
| Oregon Public Employees Retirement Fund | 191,318 | $18.0M | 0.24% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 189,484 | $17.8M | 1.40% | +3,117+1.7% | Added |
| Mutual of America Capital Management LLC | 188,357 | $17.7M | 0.20% | −2,105−1.1% | Reduced |
| Ethic Inc. | 186,662 | $17.5M | 0.27% | −1,295−0.7% | Reduced |