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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
13
0 vs. Q2 2026
Shares held
156.8K
−67.3K (−30.0%) vs. Q2 2026
Total value
$15.3M
−$5.35M (−25.9%) vs. Q2 2026
New holders
0
4 more added
Sold out
0
8 more reduced

2,305 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
Pinebridge Investments LLC––––Not filed
Acadian Asset Management LLC––––Not filed
Ruffer LLP––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Xponance, Inc.––––Not filed
Mirae Asset Global Investments Co., Ltd.––––Not filed
Captrust Financial Advisors––––Not filed
Pacific Heights Asset Management LLC––––Not filed
Blue Whale Capital LLP––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Mercer Global Advisors Inc––––Not filed
Greatmark Investment Partners, Inc.––––Not filed
Renaissance Group LLC––––Not filed
King Luther Capital Management Corp––––Not filed
Calamos Advisors LLC––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Varma Mutual Pension Insurance Co––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
Intech Investment Management LLC––––Not filed
Quinn Opportunity Partners LLC––––Not filed
Interval Partners, LP––––Not filed
Rockefeller Capital Management L.P.––––Not filed
MAI Capital Management––––Not filed
W.G. Shaheen & Associates DBA Whitney & Co––––Not filed
Credit Agricole S A––––Not filed
Jump Financial, LLC––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
Hardman Johnston Global Advisors LLC––––Not filed
Davis Selected Advisers––––Not filed
USS Investment Management Ltd––––Not filed
Titan Global Capital Management USA LLC––––Not filed
Amalgamated Bank––––Not filed
Susquehanna International Group, LLP––––Not filed
Zurich Insurance Group Ltd––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
Capital Fund Management S.A.––––Not filed
Warther Private Wealth, LLC––––Not filed
Flputnam Investment Management Co––––Not filed
Andra AP-fonden––––Not filed
Hosking Partners LLP––––Not filed
Barlow Wealth Partners, Inc.––––Not filed
Bessemer Group Inc––––Not filed
NEOS Investment Management LLC––––Not filed
Busey Wealth Management––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Canada Post Corp Registered Pension Plan––––Not filed
Midwest Trust Co––––Not filed
QRG Capital Management, Inc.––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Algebris (UK) Ltd––––Not filed
Basswood Capital Management, L.L.C.––––Not filed
Utah Retirement Systems––––Not filed
British Columbia Investment Management Corp––––Not filed
Talbot Financial, LLC––––Not filed
Park National Corp––––Not filed
Par Capital Management Inc––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
New York Life Investment Management LLC––––Not filed
Dudley & Shanley, Inc.––––Not filed
ExodusPoint Capital Management, LP––––Not filed
Voleon Capital Management LP––––Not filed
Jain Global LLC––––Not filed
GW Henssler & Associates Ltd––––Not filed
Everett Harris & Co––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd––––Not filed
Davidson Investment Advisors––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Nissay Asset Management Corp––––Not filed
Prudential PLC––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
Toroso Investments, LLC––––Not filed
Callan Family Office, LLC––––Not filed
Mairs & Power Inc––––Not filed
Adviser Investments LLC––––Not filed
Vinva Investment Management Ltd––––Not filed
Cohen Capital Management, Inc.––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Pathstone Holdings, LLC––––Not filed
B. Metzler seel. Sohn & Co. AG––––Not filed
Edgar Lomax Co––––Not filed
Ethic Inc.––––Not filed
Live Oak Private Wealth LLC––––Not filed
Summit Trail Advisors, LLC––––Not filed
Addenda Capital Inc.––––Not filed
Hemenway Trust Co LLC––––Not filed
Oregon Public Employees Retirement Fund––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Private Wealth Partners, LLC––––Not filed
JustInvest LLC––––Not filed
First Foundation Advisors––––Not filed
Pensionmark Financial Group, LLC––––Not filed
United Asset Strategies, Inc.––––Not filed
Ieq Capital, LLC––––Not filed
ProVise Management Group, LLC––––Not filed
OP Asset Management Ltd––––Not filed
Sanctuary Advisors, LLC––––Not filed
Empowered Funds, LLC––––Not filed