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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 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.

Other share classesSCHW.PDSCHW.PJ

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

Q3 2026 vs. Q2 2026

How the institutions holding Schwab Charles Corp changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of SCHW: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders2,3182,305130
Shares1.44B1.44B156.8K−67.3K (−30.0%)
Value$133.8B$133.8B$15.3M−$5.35M (−25.9%)

2,305 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held Schwab Charles Corp at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held Schwab Charles Corp at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (2,305)

Institutions that held Schwab Charles Corp at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 2,305 by value.

Institutions holding SCHW in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
BlackRock, Inc.134,414,949$12.4B
Vanguard Capital Management LLC107,329,957$9.90B
Dodge & Cox76,968,323$7.10B
State Street Corp73,174,188$6.75B
JPMorgan Chase & Co49,165,186$4.45B
FMR LLC44,265,455$4.08B
Price T Rowe Associates Inc43,292,139$3.99B
Geode Capital Management, LLC37,293,274$3.43B
Franklin Resources Inc36,476,735$3.37B
Vanguard Portfolio Management LLC26,889,062$2.48B
Primecap Management Co25,120,895$2.32B
Harris Associates L PSuperinvestorHarris Associates (Oakmark)24,201,471$2.23B
Massachusetts Financial Services Co13,356,306$2.13B
Morgan Stanley22,793,553$2.10B
Norges Bank22,658,390$2.09B
Fisher Asset Management, LLC21,952,062$2.03B
Artisan Partners Limited Partnership18,930,716$1.75B
Bank of America Corp15,993,144$1.48B
Northern Trust Corp15,952,492$1.47B
Invesco Ltd.13,090,710$1.21B
Goldman Sachs Group Inc12,649,537$1.17B
Ameriprise Financial Inc12,530,896$1.16B
UBS Asset Management Americas Inc11,843,766$1.09B
Bamco Inc11,655,694$1.08B
Alliancebernstein L.P.11,226,699$1.06B
Flossbach Von Storch AG10,706,944$987.9M
Viking Global Investors LPSuperinvestorViking Global Investors10,638,869$981.6M
Bank of New York Mellon Corp10,489,297$967.8M
UBS Group AG9,616,749$887.3M
Charles Schwab Investment Management Inc9,472,684$874.0M
Legal & General Group Plc9,403,634$867.7M
Brown Advisory Inc9,318,993$859.9M
Vanguard Fiduciary Trust Co9,209,119$849.7M
Baird Financial Group, Inc.8,722,348$804.8M
Two Sigma Investments, LP8,425,755$777.4M
Wellington Management Group LLP7,971,114$735.5M
Arrowstreet Capital, Limited Partnership7,632,441$704.2M
Amundi6,850,758$632.1M
Deutsche Bank AG6,656,381$614.2M
Dimensional Fund Advisors LP6,309,493$582.1M
Nuveen, LLC5,886,128$543.1M
D. E. Shaw & Co., Inc.5,779,607$533.3M
Barrow Hanley Mewhinney & Strauss LLC5,703,361$526.2M
Envestnet Asset Management Inc5,571,968$514.1M
Royal Bank of Canada5,204,548$480.2M
American Century Companies Inc4,935,492$455.4M
First Trust Advisors LP4,795,131$442.4M
Nordea Investment Management AB4,704,530$436.5M
Ruane, Cunniff & Goldfarb L.P.4,571,355$421.8M
National Pension Service4,513,138$416.4M
Yacktman Asset Management LP4,101,552$378.5M
AQR Capital Management LLC4,025,866$371.5M
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.4,017,116$370.7M
Allianz Asset Management GmbH3,813,514$351.9M
Provident Trust Co3,716,441$342.9M
Barclays PLC3,656,904$337.4M
HSBC Holdings PLC3,601,248$332.4M
Capital International Investors3,602,660$332.4M
Vanguard Global Advisers, LLC3,534,048$326.1M
RPTC Inc.3,522,501$325.0M
BNP Paribas Arbitrage, SA3,483,025$321.4M
Sumitomo Mitsui Trust Holdings, Inc.3,460,277$319.3M
London Co of Virginia3,452,804$318.6M
Van Eck Associates Corp3,438,308$317.3M
Allen Investment Management LLC3,414,852$315.1M
Citadel Advisors LLC3,406,215$314.3M
Lazard Asset Management LLC3,346,506$308.8M
Vanguard Asset Management, Ltd3,216,537$296.8M
Wells Fargo & Company3,189,572$294.3M
Canada Pension Plan Investment Board3,187,265$294.1M
Raymond James Financial Inc3,083,888$284.6M
California Public Employees Retirement System2,986,999$275.6M
Timucuan Asset Management Inc2,936,893$271.0M
Rhumbline Advisers2,784,184$256.9M
Principal Financial Group Inc2,741,997$253.0M
Connor, Clark & Lunn Investment Management Ltd.2,681,578$247.4M
Prudential Financial Inc2,604,455$240.3M
Neuberger Berman Group LLC2,557,515$235.7M
Fort Washington Investment Advisors Inc2,550,333$235.3M
Bank of Montreal2,538,664$234.2M
California State Teachers Retirement System2,529,153$233.4M
Colony Group, LLC2,498,544$230.5M
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners2,466,590$227.6M
SG Americas Securities, LLC2,408,804$222.3M
Mariner, LLC2,375,832$219.2M
Fiduciary Management Inc2,295,743$211.8M
US Bancorp2,289,104$211.2M
Ensign Peak Advisors, Inc2,277,340$210.1M
Clearbridge Investments, LLC2,262,374$208.7M
Natixis Advisors, L.P.2,252,011$207.8M
Darsana Capital Partners LP2,250,000$207.6M
Russell Investments Group, Ltd.2,223,546$204.8M
Lord, Abbett & Co. LLC2,213,960$204.3M
Route One Investment Company, L.P.2,189,893$202.1M
Jane Street Group, LLC2,180,123$201.2M
Citigroup Inc2,152,238$198.6M
Caisse de Depot Et Placement du Quebec2,119,943$195.6M
Jupiter Topco LLC2,113,238$195.0M
Man Group plc2,063,766$190.4M
Qube Research & Technologies Ltd2,037,800$188.0M