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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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q3 2026

Institutional positions in Schwab Charles Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
6
0 vs. Q2 2026
Shares held
63.3K
−2.13K (−3.3%) vs. Q2 2026
Total value
$6.18M
+$149.8K (+2.5%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
4 more reduced

2,312 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value held
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2026.

Institutions holding SCHW in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Coastline Trust Co24,620$2.41M0.22%−1,801−6.8%Reduced
Montecito Bank & Trust14,767$1.44M0.22%−10−0.1%Reduced
Parrish Capital LLC12,649$1.24M1.20%−73−0.6%Reduced
Michael S. Ryan, Inc.6,981$682.3K0.34%+179+2.6%Added
Noble Wealth Management PBC4,017$392.6K0.18%−422−9.5%Reduced
Roxbury Financial LLC228$22.3K0.02%00.0%Unchanged
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
Dodge & Cox––––Not filed
State Street Corp––––Not filed
JPMorgan Chase & Co––––Not filed
FMR LLC––––Not filed
Price T Rowe Associates Inc––––Not filed
Geode Capital Management, LLC––––Not filed
Franklin Resources Inc––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Primecap Management Co––––Not filed
Harris Associates L PSuperinvestorHarris Associates (Oakmark)––––Not filed
Massachusetts Financial Services Co––––Not filed
Morgan Stanley––––Not filed
Norges Bank––––Not filed
Fisher Asset Management, LLC––––Not filed
Artisan Partners Limited Partnership––––Not filed
Bank of America Corp––––Not filed
Northern Trust Corp––––Not filed
Invesco Ltd.––––Not filed
Goldman Sachs Group Inc––––Not filed
Ameriprise Financial Inc––––Not filed
UBS Asset Management Americas Inc––––Not filed
Bamco Inc––––Not filed
Alliancebernstein L.P.––––Not filed
Flossbach Von Storch AG––––Not filed
Viking Global Investors LPSuperinvestorViking Global Investors––––Not filed
Bank of New York Mellon Corp––––Not filed
UBS Group AG––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Legal & General Group Plc––––Not filed
Brown Advisory Inc––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Baird Financial Group, Inc.––––Not filed
Two Sigma Investments, LP––––Not filed
Wellington Management Group LLP––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Amundi––––Not filed
Deutsche Bank AG––––Not filed
Dimensional Fund Advisors LP––––Not filed
Nuveen, LLC––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Barrow Hanley Mewhinney & Strauss LLC––––Not filed
Envestnet Asset Management Inc––––Not filed
Royal Bank of Canada––––Not filed
American Century Companies Inc––––Not filed
First Trust Advisors LP––––Not filed
Nordea Investment Management AB––––Not filed
Ruane, Cunniff & Goldfarb L.P.––––Not filed
National Pension Service––––Not filed
Yacktman Asset Management LP––––Not filed
AQR Capital Management LLC––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Allianz Asset Management GmbH––––Not filed
Provident Trust Co––––Not filed
Barclays PLC––––Not filed
HSBC Holdings PLC––––Not filed
Capital International Investors––––Not filed
Vanguard Global Advisers, LLC––––Not filed
RPTC Inc.––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
London Co of Virginia––––Not filed
Van Eck Associates Corp––––Not filed
Allen Investment Management LLC––––Not filed
Citadel Advisors LLC––––Not filed
Lazard Asset Management LLC––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Wells Fargo & Company––––Not filed
Canada Pension Plan Investment Board––––Not filed
Raymond James Financial Inc––––Not filed
California Public Employees Retirement System––––Not filed
Timucuan Asset Management Inc––––Not filed
Rhumbline Advisers––––Not filed
Principal Financial Group Inc––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Prudential Financial Inc––––Not filed
Neuberger Berman Group LLC––––Not filed
Fort Washington Investment Advisors Inc––––Not filed
Bank of Montreal––––Not filed
California State Teachers Retirement System––––Not filed
Colony Group, LLC––––Not filed
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners––––Not filed
SG Americas Securities, LLC––––Not filed
Mariner, LLC––––Not filed
Fiduciary Management Inc––––Not filed
US Bancorp––––Not filed
Ensign Peak Advisors, Inc––––Not filed
Clearbridge Investments, LLC––––Not filed
Natixis Advisors, L.P.––––Not filed
Darsana Capital Partners LP––––Not filed
Russell Investments Group, Ltd.––––Not filed
Lord, Abbett & Co. LLC––––Not filed
Route One Investment Company, L.P.––––Not filed