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 |
|---|---|---|---|---|---|
| CORDA Investment Management, LLC. | 545,906 | $50.4M | 3.09% | −7,283−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 554,130 | $51.1M | 0.66% | +20,291+3.8% | Added |
| Toronto Dominion Bank | 559,050 | $51.6M | 0.09% | −114,045−16.9% | Reduced |
| Heron Bay Capital Management | 566,275 | $52.3M | 4.73% | −48,307−7.9% | Reduced |
| State of Tennessee, Treasury Department | 573,272 | $52.9M | 0.16% | −13,636−2.3% | Reduced |
| Tredje AP-fonden | 587,227 | $54.2M | 0.25% | +34,329+6.2% | Added |
| Aureus Asset Management, LLC | 600,554 | $55.4M | 3.37% | −5,010−0.8% | Reduced |
| Greenwich Wealth Management LLC | 600,673 | $55.4M | 2.02% | +320,248+114.2% | Added |
| Public Employees Retirement System of Ohio | 616,080 | $56.8M | 0.17% | −51,454−7.7% | Reduced |
| MML Investors Services, LLC | 621,646 | $57.4M | 0.12% | +46,629+8.1% | Added |
| Cetera Investment Advisers | 626,708 | $57.8M | 0.05% | +6,124+1.0% | Added |
| Panagora Asset Management Inc | 639,468 | $59.0M | 0.18% | −750−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 617,153 | $59.1M | 0.09% | −129,077−17.3% | Reduced |
| Handelsbanken Fonder AB | 652,139 | $60.2M | 0.17% | +3,070+0.5% | Added |
| KBC Group NV | 655,451 | $60.5M | 0.13% | −42,096−6.0% | Reduced |
| KLP Kapitalforvaltning AS | 670,072 | $61.8M | 0.20% | +29,100+4.5% | Added |
| Caledonia Investments PLC | 671,000 | $61.9M | 7.00% | +60,000+9.8% | Added |
| Ferguson Wellman Capital Management, Inc | 671,779 | $62.0M | 0.76% | +282,418+72.5% | Added |
| CI Private Wealth, LLC | 682,541 | $63.0M | 0.09% | −122,599−15.2% | Reduced |
| Cooke & Bieler LP | 685,644 | $63.3M | 0.73% | −10,265−1.5% | Reduced |
| Teacher Retirement System of Texas | 686,615 | $63.4M | 0.17% | +199,111+40.8% | Added |
| Great Lakes Advisors, LLC | 687,938 | $63.5M | 0.48% | +593,240+626.5% | Added |
| Atalanta Sosnoff Capital, LLC | 689,376 | $63.6M | 1.12% | −581,085−45.7% | Reduced |
| Vident Advisory, LLC | 693,955 | $64.0M | 0.48% | +144,132+26.2% | Added |
| TD Asset Management Inc | 695,595 | $64.2M | 0.06% | −47,099−6.3% | Reduced |
| Central Securities Corp | 700,000 | $64.6M | 4.82% | 00.0% | Unchanged |
| HughesLittle Investment Management Ltd. | 705,304 | $65.1M | 11.28% | +1,775+0.3% | Added |
| Summitry LLC | 707,019 | $65.2M | 2.15% | +2,102+0.3% | Added |
| Asset Management One Co.,Ltd. | 707,726 | $65.3M | 0.17% | −21,977−3.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 745,872 | $66.9M | 1.34% | −98,105−11.6% | Reduced |
| Sterling Capital Management LLC | 731,958 | $67.5M | 1.15% | −122,690−14.4% | Reduced |
| FIL Ltd | 737,623 | $68.1M | 0.05% | −838−0.1% | Reduced |
| Becker Capital Management Inc | 737,701 | $68.1M | 1.83% | +8,707+1.2% | Added |
| Blair William & Co | 739,229 | $68.2M | 0.18% | −151,116−17.0% | Reduced |
| Barr E S & Co | 739,955 | $68.3M | 3.83% | −6,172−0.8% | Reduced |
| Creative Planning | 746,571 | $68.9M | 0.04% | +6,854+0.9% | Added |
| Paralel Advisors LLC | 750,000 | $69.2M | 2.67% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 740,788 | $69.6M | 1.70% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 761,360 | $70.3M | 0.25% | +750,647+7,006.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 801,071 | $73.9M | 0.19% | −34,311−4.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 732,753 | $74.0M | 0.12% | +27,635+3.9% | Added |
| Equity Investment Corp | 814,627 | $75.2M | 1.43% | +109,147+15.5% | Added |
| Candriam Luxembourg S.C.A. | 821,827 | $75.8M | 0.34% | +57,352+7.5% | Added |
| Swedbank AB | 831,512 | $76.7M | 0.07% | +35,490+4.5% | Added |
| Snyder Capital Management L P | 839,303 | $77.4M | 1.34% | −1,935−0.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 842,480 | $77.7M | 0.19% | +2,341+0.3% | Added |
| Nomura Asset Management International Inc. | 842,487 | $77.7M | 0.12% | +116,415+16.0% | Added |
| Madison Asset Management, LLC | 847,868 | $78.2M | 0.93% | +126,038+17.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 849,779 | $78.4M | 0.17% | +13,992+1.7% | Added |
| State of Wisconsin Investment Board | 892,865 | $82.4M | 0.17% | −37,598−4.0% | Reduced |
| Bank of Nova Scotia | 893,472 | $82.4M | 0.12% | +422,554+89.7% | Added |
| Quantinno Capital Management LP | 904,375 | $83.4M | 0.10% | −86,887−8.8% | Reduced |
| Nomura Asset Management Co Ltd | 912,643 | $84.2M | 0.18% | +181,264+24.8% | Added |
| NFJ Investment Group, LLC | 926,971 | $85.5M | 2.91% | +144,693+18.5% | Added |
| Robeco Institutional Asset Management B.V. | 935,109 | $86.3M | 0.11% | −29,350−3.0% | Reduced |
| Glenmede Trust Co NA | 949,485 | $87.6M | 0.39% | +85,237+9.9% | Added |
| Crawford Investment Counsel Inc | 956,633 | $88.3M | 1.47% | −29,684−3.0% | Reduced |
| Storebrand Asset Management AS | 997,412 | $92.0M | 0.23% | +2670.0% | Added |
| Boston Partners | 998,920 | $92.2M | 0.08% | −4,487,694−81.8% | Reduced |
| STRS Ohio | 1,020,083 | $94.1M | 0.35% | −14,300−1.4% | Reduced |
| Pictet Asset Management Holding SA | 1,035,288 | $95.5M | 0.09% | +78,788+8.2% | Added |
| Treasurer of the State of North Carolina | 1,042,577 | $96.2M | 0.25% | +327,600+45.8% | Added |
| Ninety One UK Ltd | 1,052,531 | $97.1M | 0.22% | +474,320+82.0% | Added |
| Employees Retirement System of Texas | 1,059,367 | $97.7M | 0.78% | −17,500−1.6% | Reduced |
| Retirement Systems of Alabama | 1,095,623 | $101.1M | 0.30% | −35,857−3.2% | Reduced |
| Intermede Investment Partners Ltd | 914,616 | $101.4M | 4.27% | −42,756−4.5% | Reduced |
| Stifel Financial Corp | 1,104,683 | $101.9M | 0.08% | −34,721−3.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,117,039 | $103.1M | 0.14% | −549,300−33.0% | Reduced |
| Korea Investment CORP | 1,138,783 | $105.1M | 0.20% | −74,100−6.1% | Reduced |
| Schroder Investment Management Group | 1,170,390 | $106.0M | 0.08% | −53,164−4.3% | Reduced |
| Mackenzie Financial Corp | 1,150,522 | $106.2M | 0.11% | +300,122+35.3% | Added |
| Bristol John W & Co Inc | 1,162,896 | $107.3M | 1.59% | −11,041−0.9% | Reduced |
| Park Presidio Capital LLC | 1,170,236 | $108.0M | 6.11% | −121,221−9.4% | Reduced |
| Thornburg Investment Management Inc | 1,170,451 | $108.0M | 1.03% | +360,891+44.6% | Added |
| Assetmark, Inc | 1,191,983 | $110.0M | 0.19% | +78,056+7.0% | Added |
| Findlay Park Partners LLP | 1,202,369 | $110.9M | 1.50% | −40,700−3.3% | Reduced |
| HRT Financial LP | 1,205,506 | $111.2M | 0.20% | +707,948+142.3% | Added |
| APG Asset Management N.V. | 1,380,032 | $111.4M | 0.27% | +349,872+34.0% | Added |
| Victory Capital Management Inc | 1,234,748 | $113.9M | 0.06% | +108,117+9.6% | Added |
| Millennium Management LLC | 1,245,409 | $114.9M | 0.08% | +593,902+91.2% | Added |
| Federated Hermes, Inc. | 1,248,416 | $115.2M | 0.17% | −97,728−7.3% | Reduced |
| New York State Teachers Retirement System | 1,250,931 | $115.4M | 0.21% | −4,299−0.3% | Reduced |
| Parnassus Investments | 1,258,426 | $116.1M | 0.31% | −26,304−2.0% | Reduced |
| Truist Financial Corp | 1,274,680 | $117.6M | 0.14% | −47,615−3.6% | Reduced |
| National Bank of Canada | 1,282,028 | $118.3M | 0.10% | +156,372+13.9% | Added |
| Liontrust Investment Partners LLP | 1,305,310 | $120.4M | 1.77% | +102,662+8.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,311,293 | $120.6M | 0.18% | +45,514+3.6% | Added |
| Royal London Asset Management Ltd | 1,311,331 | $121.0M | 0.22% | −22,570−1.7% | Reduced |
| VGI Partners Ltd | 1,323,509 | $122.1M | 6.74% | +967,985+272.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,337,145 | $123.4M | 1.09% | −36,975−2.7% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 1,385,802 | $127.9M | 0.32% | +267,067+23.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,394,800 | $128.7M | 0.98% | +11,000+0.8% | Added |
| Great West Life Assurance Co | 1,405,742 | $129.4M | 0.21% | +184,049+15.1% | Added |
| Capitolis Liquid Global Markets LLC | 1,418,844 | $130.9M | 0.57% | −12,972−0.9% | Reduced |
| Aviva PLC | 1,426,071 | $131.6M | 0.19% | −52,611−3.6% | Reduced |
| State Board of Administration of Florida Retirement System | 1,431,430 | $132.1M | 0.22% | −57,863−3.9% | Reduced |
| SEI Investments Co | 1,481,869 | $136.7M | 0.12% | −442,136−23.0% | Reduced |
| Cerity Partners LLC | 1,544,223 | $142.5M | 0.17% | +130,872+9.3% | Added |
| Jones Financial Companies LLLP | 1,582,419 | $143.5M | 0.06% | −120,275−7.1% | Reduced |
| Worldquant Millennium Advisors LLC | 1,576,199 | $145.4M | 0.50% | +1,576,199 | New |