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, Q2 2026
Institutional positions in Schwab Charles Corp as of Jun 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: 13 institutions have reported holding SCHW so far. See Q3 2026
- Institutional holders
- 2,318
- +9 vs. Q1 2026
- Shares held
- 1.44B
- +31.9M (+2.3%) vs. Q1 2026
- Total value
- $133.8B
- +$543.3M (+0.4%) vs. Q1 2026
- New holders
- 169
- 906 more added
- Sold out
- 160
- 963 more reduced
31 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 287,088 | $26.5M | 0.10% | −947−0.3% | Reduced |
| Davis Selected Advisers | 289,871 | $26.7M | 0.11% | −21,111−6.8% | Reduced |
| Hardman Johnston Global Advisors LLC | 298,535 | $27.5M | 0.97% | −3,045−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 304,332 | $28.1M | 0.17% | −38,737−11.3% | Reduced |
| Jump Financial, LLC | 306,759 | $28.3M | 0.25% | +124,381+68.2% | Added |
| Credit Agricole S A | 311,663 | $28.8M | 0.07% | +39,154+14.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 314,379 | $29.0M | 2.12% | +62,196+24.7% | Added |
| MAI Capital Management | 314,932 | $29.1M | 0.11% | +166,121+111.6% | Added |
| Rockefeller Capital Management L.P. | 319,236 | $29.5M | 0.05% | −30,098−8.6% | Reduced |
| Interval Partners, LP | 319,725 | $29.5M | 0.95% | +44,363+16.1% | Added |
| Quinn Opportunity Partners LLC | 320,000 | $29.5M | 1.38% | 00.0% | Unchanged |
| Intech Investment Management LLC | 325,487 | $30.0M | 0.28% | +5,883+1.8% | Added |
| Eurizon Capital SGR S.p.A. | 327,084 | $30.1M | 0.08% | +8,798+2.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 326,492 | $30.1M | 0.25% | +21,905+7.2% | Added |
| Varma Mutual Pension Insurance Co | 327,481 | $30.2M | 0.16% | +17,300+5.6% | Added |
| Sequoia Financial Advisors, LLC | 327,673 | $30.2M | 0.15% | −15,328−4.5% | Reduced |
| Calamos Advisors LLC | 328,075 | $30.3M | 0.11% | −6,099−1.8% | Reduced |
| King Luther Capital Management Corp | 330,113 | $30.5M | 0.12% | −34,336−9.4% | Reduced |
| Renaissance Group LLC | 331,894 | $30.6M | 1.24% | −12,641−3.7% | Reduced |
| Greatmark Investment Partners, Inc. | 335,492 | $31.0M | 3.41% | +2,205+0.7% | Added |
| Mercer Global Advisors Inc | 336,105 | $31.0M | 0.04% | +6,512+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 339,818 | $31.4M | 0.10% | +73,547+27.6% | Added |
| Blue Whale Capital LLP | 342,398 | $31.6M | 1.00% | +9,250+2.8% | Added |
| Pacific Heights Asset Management LLC | 350,000 | $32.3M | 1.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 352,763 | $32.5M | 0.05% | −17,929−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 354,734 | $32.7M | 0.06% | +35,152+11.0% | Added |
| Xponance, Inc. | 355,562 | $32.8M | 0.20% | −6,612−1.8% | Reduced |
| Swiss Life Asset Management Ltd | 357,255 | $33.0M | 0.14% | −265,907−42.7% | Reduced |
| Ruffer LLP | 358,432 | $33.0M | 1.17% | +358,432 | New |
| Acadian Asset Management LLC | 358,701 | $33.1M | 0.04% | −57,907−13.9% | Reduced |
| Pinebridge Investments LLC | 360,760 | $33.3M | 0.27% | +19,467+5.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 361,080 | $33.3M | 0.16% | −28,009−7.2% | Reduced |
| Squarepoint Ops LLC | 361,175 | $33.3M | 0.06% | −191,242−34.6% | Reduced |
| ProShare Advisors LLC | 365,295 | $33.7M | 0.05% | +6,453+1.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 366,441 | $33.8M | 0.23% | 00.0% | Unchanged |
| Ostrum Asset Management | 372,338 | $34.4M | 1.66% | +15,805+4.4% | Added |
| DnB Asset Management AS | 374,370 | $34.5M | 0.10% | +8,191+2.2% | Added |
| HighTower Advisors, LLC | 375,553 | $34.7M | 0.03% | −8,100−2.1% | Reduced |
| IFM Investors Pty Ltd | 377,465 | $34.8M | 0.23% | +33,889+9.9% | Added |
| MetLife Investment Management | 378,808 | $35.0M | 0.16% | −18,060−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 379,357 | $35.0M | 0.11% | −22,634−5.6% | Reduced |
| Exchange Traded Concepts, LLC | 379,483 | $35.0M | 0.17% | +198,547+109.7% | Added |
| Walleye Capital LLC | 380,017 | $35.1M | 0.17% | +338,771+821.3% | Added |
| Allen Operations LLC | 380,215 | $35.1M | 4.86% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 383,918 | $35.4M | 0.08% | +69,109+22.0% | Added |
| Coronation Fund Managers Ltd. | 385,511 | $35.6M | 1.36% | −144,928−27.3% | Reduced |
| Kestra Advisory Services, LLC | 385,528 | $35.6M | 0.11% | +220,751+134.0% | Added |
| Kovitz Investment Group Partners, LLC | 387,041 | $35.7M | 0.79% | −2,524−0.6% | Reduced |
| Rockland Trust Co | 391,764 | $36.1M | 1.42% | +34,588+9.7% | Added |
| Janney Montgomery Scott LLC | 391,803 | $36.2M | 0.07% | −54,078−12.1% | Reduced |
| Quadrature Capital Ltd | 397,976 | $36.7M | 0.31% | +348,653+706.9% | Added |
| The PNC Financial Services Group, Inc. | 398,564 | $36.8M | 0.02% | −2,984−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 396,106 | $37.1M | 0.06% | 00.0% | Unchanged |
| Ossiam | 402,935 | $37.2M | 0.49% | +402,935 | New |
| Macquarie Group Ltd | 405,498 | $37.4M | 0.16% | +108,216+36.4% | Added |
| CBOE Vest Financial, LLC | 407,329 | $37.6M | 0.39% | +207,803+104.1% | Added |
| CIBC Asset Management Inc | 411,308 | $37.9M | 0.08% | −131,017−24.2% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 411,152 | $37.9M | 0.86% | +205,710+100.1% | Added |
| Mediolanum International Funds Ltd | 419,336 | $38.0M | 0.33% | −98,848−19.1% | Reduced |
| Berkshire Asset Management LLC | 414,077 | $38.2M | 1.50% | +7,419+1.8% | Added |
| Banco Santander, S.A. | 417,055 | $38.5M | 0.24% | +174,213+71.7% | Added |
| Whittier Trust Co | 383,423 | $38.6M | 0.38% | −1,458−0.4% | Reduced |
| Smith Group Asset Management, LLC | 419,431 | $38.7M | 1.58% | +33,456+8.7% | Added |
| D.A. Davidson & Co. | 424,820 | $39.2M | 0.22% | −5,499−1.3% | Reduced |
| Oak Associates, Ltd | 424,880 | $39.2M | 2.19% | −3,095−0.7% | Reduced |
| Ami Asset Management Corp | 432,674 | $39.9M | 2.30% | −14,355−3.2% | Reduced |
| Fifth Third Bancorp | 433,329 | $40.0M | 0.06% | −46,228−9.6% | Reduced |
| State of Michigan Retirement System | 433,566 | $40.0M | 0.18% | −2,800−0.6% | Reduced |
| Cresset Asset Management, LLC | 445,551 | $41.1M | 0.15% | +2,715+0.6% | Added |
| Perpetual Ltd | 455,719 | $42.0M | 0.60% | +437,509+2,402.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 458,006 | $42.3M | 0.08% | −548,474−54.5% | Reduced |
| Arizona State Retirement System | 458,174 | $42.3M | 0.21% | −4,381−0.9% | Reduced |
| First Manhattan Co | 458,665 | $42.3M | 0.11% | −5,438−1.2% | Reduced |
| SEB Asset Management AB | 462,577 | $42.7M | 0.16% | −1,519−0.3% | Reduced |
| Czech National Bank | 465,323 | $42.9M | 0.23% | +10,418+2.3% | Added |
| Public Sector Pension Investment Board | 466,749 | $43.1M | 0.11% | −8,406−1.8% | Reduced |
| Avantyr Capital Partners, LP | 471,600 | $43.5M | 1.60% | −1,152,591−71.0% | Reduced |
| Crown Oak Advisors, LLC | 471,770 | $43.5M | 20.27% | +12,101+2.6% | Added |
| Sandhill Capital Partners LLC | 474,705 | $43.8M | 3.56% | −42,419−8.2% | Reduced |
| Rafferty Asset Management, LLC | 476,200 | $43.9M | 0.10% | +70,114+17.3% | Added |
| Nykredit A/S | 476,529 | $44.0M | 0.17% | +476,529 | New |
| North Star Asset Management Inc | 478,540 | $44.2M | 1.74% | −7,278−1.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 482,041 | $44.3M | 0.21% | −51,457−9.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 480,711 | $44.4M | 0.21% | +33,900+7.6% | Added |
| Mn Services Vermogensbeheer B.V. | 481,166 | $44.4M | 0.33% | −191,200−28.4% | Reduced |
| Lido Advisors, LLC | 482,946 | $44.6M | 0.16% | −19,660−3.9% | Reduced |
| EP Wealth Advisors, LLC | 483,058 | $44.6M | 0.17% | +48,483+11.2% | Added |
| Jupiter Asset Management Ltd | 485,009 | $44.8M | 0.22% | −454,496−48.4% | Reduced |
| Trexquant Investment LP | 485,363 | $44.8M | 0.28% | +237,908+96.1% | Added |
| CIBC World Markets Inc. | 489,573 | $45.2M | 0.08% | −420,569−46.2% | Reduced |
| Advisor Group Holdings, Inc. | 489,877 | $45.2M | 0.05% | +36,901+8.1% | Added |
| Mount Capital Ltd | 492,178 | $45.4M | 17.14% | +31,900+6.9% | Added |
| Point72 Asset Management, L.P. | 498,176 | $46.0M | 0.07% | +257,474+107.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 506,841 | $46.8M | 0.21% | −45,929−8.3% | Reduced |
| Associated Banc-Corp | 508,338 | $46.9M | 1.11% | +633+0.1% | Added |
| Tudor Investment Corp Et Al | 511,257 | $47.2M | 0.19% | +251,257+96.6% | Added |
| Ariel Investments, LLC | 525,299 | $48.5M | 0.48% | +122,372+30.4% | Added |
| Voya Investment Management LLC | 535,833 | $49.4M | 0.04% | −2,378,923−81.6% | Reduced |
| State of New Jersey Common Pension Fund D | 538,971 | $49.7M | 0.17% | −41,671−7.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 542,634 | $50.1M | 0.03% | +36,801+7.3% | Added |