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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
Vident Advisory, LLC––––Not filed
Atalanta Sosnoff Capital, LLC––––Not filed
Great Lakes Advisors, LLC––––Not filed
Teacher Retirement System of Texas––––Not filed
Cooke & Bieler LP––––Not filed
CI Private Wealth, LLC––––Not filed
Ferguson Wellman Capital Management, Inc––––Not filed
Caledonia Investments PLC––––Not filed
KLP Kapitalforvaltning AS––––Not filed
KBC Group NV––––Not filed
Handelsbanken Fonder AB––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Panagora Asset Management Inc––––Not filed
Cetera Investment Advisers––––Not filed
MML Investors Services, LLC––––Not filed
Public Employees Retirement System of Ohio––––Not filed
Greenwich Wealth Management LLC––––Not filed
Aureus Asset Management, LLC––––Not filed
Tredje AP-fonden––––Not filed
State of Tennessee, Treasury Department––––Not filed
Heron Bay Capital Management––––Not filed
Toronto Dominion Bank––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
CORDA Investment Management, LLC.––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
State of New Jersey Common Pension Fund D––––Not filed
Voya Investment Management LLC––––Not filed
Ariel Investments, LLC––––Not filed
Tudor Investment Corp Et Al––––Not filed
Associated Banc-Corp––––Not filed
Lansforsakringar Fondforvaltning AB (publ)––––Not filed
Point72 Asset Management, L.P.––––Not filed
Mount Capital Ltd––––Not filed
Advisor Group Holdings, Inc.––––Not filed
CIBC World Markets Inc.––––Not filed
Trexquant Investment LP––––Not filed
Jupiter Asset Management Ltd––––Not filed
EP Wealth Advisors, LLC––––Not filed
Lido Advisors, LLC––––Not filed
Mn Services Vermogensbeheer B.V.––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed
Resona Asset Management Co.,Ltd.––––Not filed
North Star Asset Management Inc––––Not filed
Nykredit A/S––––Not filed
Rafferty Asset Management, LLC––––Not filed
Sandhill Capital Partners LLC––––Not filed
Crown Oak Advisors, LLC––––Not filed
Avantyr Capital Partners, LP––––Not filed
Public Sector Pension Investment Board––––Not filed
Czech National Bank––––Not filed
SEB Asset Management AB––––Not filed
First Manhattan Co––––Not filed
Arizona State Retirement System––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Perpetual Ltd––––Not filed
Cresset Asset Management, LLC––––Not filed
State of Michigan Retirement System––––Not filed
Fifth Third Bancorp––––Not filed
Ami Asset Management Corp––––Not filed
Oak Associates, Ltd––––Not filed
D.A. Davidson & Co.––––Not filed
Smith Group Asset Management, LLC––––Not filed
Whittier Trust Co––––Not filed
Banco Santander, S.A.––––Not filed
Berkshire Asset Management LLC––––Not filed
Mediolanum International Funds Ltd––––Not filed
PBU - The Pension Fund of Early Childhood & Youth Educators––––Not filed
CIBC Asset Management Inc––––Not filed
CBOE Vest Financial, LLC––––Not filed
Macquarie Group Ltd––––Not filed
Ossiam––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Quadrature Capital Ltd––––Not filed
Janney Montgomery Scott LLC––––Not filed
Rockland Trust Co––––Not filed
Kovitz Investment Group Partners, LLC––––Not filed
Kestra Advisory Services, LLC––––Not filed
Coronation Fund Managers Ltd.––––Not filed
Daiwa Securities Group Inc.––––Not filed
Allen Operations LLC––––Not filed
Walleye Capital LLC––––Not filed
Exchange Traded Concepts, LLC––––Not filed
Nisa Investment Advisors, LLC––––Not filed
MetLife Investment Management––––Not filed
IFM Investors Pty Ltd––––Not filed
HighTower Advisors, LLC––––Not filed
DnB Asset Management AS––––Not filed
Ostrum Asset Management––––Not filed
Ilmarinen Mutual Pension Insurance Co––––Not filed
ProShare Advisors LLC––––Not filed
Squarepoint Ops LLC––––Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys––––Not filed
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