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 |
|---|---|---|---|---|---|
| Generation Investment Management LLP | 1,611,555 | $148.7M | 1.45% | −1,132,148−41.3% | Reduced |
| Danske Bank A/S | 1,617,780 | $149.3M | 0.30% | −68,568−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,627,988 | $150.2M | 0.12% | −162,977−9.1% | Reduced |
| Standard Life Aberdeen plc | 1,643,886 | $151.7M | 0.21% | +201,192+13.9% | Added |
| North Peak Capital Management, LLC | 1,646,358 | $151.9M | 16.88% | +444,745+37.0% | Added |
| New York State Common Retirement Fund | 1,660,995 | $153.3M | 0.19% | −117,000−6.6% | Reduced |
| CapitalatWork S.A. | 1,674,961 | $154.5M | 3.87% | +118,141+7.6% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,681,567 | $155.2M | 5.26% | +145,361+9.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,743,171 | $160.2M | 0.42% | −171,596−9.0% | Reduced |
| Assenagon Asset Management S.A. | 1,743,958 | $160.9M | 0.21% | −309,250−15.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,762,006 | $162.6M | 0.23% | −1,024,506−36.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,836,925 | $169.5M | 0.17% | −204,483−10.0% | Reduced |
| LPL Financial LLC | 1,850,432 | $170.7M | 0.04% | +56,711+3.2% | Added |
| Mondrian Investment Partners LTD | 1,858,141 | $171.5M | 3.09% | +140,763+8.2% | Added |
| CIBC Bancorp USA Inc. | 1,872,038 | $172.7M | 0.21% | −166,867−8.2% | Reduced |
| Renaissance Technologies LLC | 1,911,141 | $176.3M | 0.24% | +1,911,141 | New |
| Thrivent Financial for Lutherans | 1,978,758 | $182.6M | 0.31% | −402,623−16.9% | Reduced |
| Beck Mack & Oliver LLC | 2,016,840 | $186.1M | 3.63% | −26,555−1.3% | Reduced |
| Qube Research & Technologies Ltd | 2,037,800 | $188.0M | 0.21% | −5,406−0.3% | Reduced |
| Man Group plc | 2,063,766 | $190.4M | 0.35% | +1,427,569+224.4% | Added |
| Jupiter Topco LLC | 2,113,238 | $195.0M | 0.08% | +2,113,238 | New |
| Caisse de Depot Et Placement du Quebec | 2,119,943 | $195.6M | 0.28% | +1,892,740+833.1% | Added |
| Citigroup Inc | 2,152,238 | $198.6M | 0.09% | +228,152+11.9% | Added |
| Jane Street Group, LLC | 2,180,123 | $201.2M | 0.13% | +714,880+48.8% | Added |
| Route One Investment Company, L.P. | 2,189,893 | $202.1M | 8.36% | +507,650+30.2% | Added |
| Lord, Abbett & Co. LLC | 2,213,960 | $204.3M | 0.58% | −1,095,251−33.1% | Reduced |
| Russell Investments Group, Ltd. | 2,223,546 | $204.8M | 0.18% | +176,186+8.6% | Added |
| Darsana Capital Partners LP | 2,250,000 | $207.6M | 0.93% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 2,252,011 | $207.8M | 0.23% | −326,532−12.7% | Reduced |
| Clearbridge Investments, LLC | 2,262,374 | $208.7M | 0.17% | −1,694,848−42.8% | Reduced |
| Ensign Peak Advisors, Inc | 2,277,340 | $210.1M | 0.35% | −129,088−5.4% | Reduced |
| US Bancorp | 2,289,104 | $211.2M | 0.23% | −2230.0% | Reduced |
| Fiduciary Management Inc | 2,295,743 | $211.8M | 3.01% | −1,169,778−33.8% | Reduced |
| Mariner, LLC | 2,375,832 | $219.2M | 0.23% | +254,501+12.0% | Added |
| SG Americas Securities, LLC | 2,408,804 | $222.3M | 0.13% | +900,407+59.7% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 2,466,590 | $227.6M | 0.65% | +109,200+4.6% | Added |
| Colony Group, LLC | 2,498,544 | $230.5M | 0.24% | +244,382+10.8% | Added |
| California State Teachers Retirement System | 2,529,153 | $233.4M | 0.21% | −69,755−2.7% | Reduced |
| Bank of Montreal | 2,538,664 | $234.2M | 0.09% | −227,617−8.2% | Reduced |
| Fort Washington Investment Advisors Inc | 2,550,333 | $235.3M | 1.18% | +8,921+0.4% | Added |
| Neuberger Berman Group LLC | 2,557,515 | $235.7M | 0.16% | −180,031−6.6% | Reduced |
| Prudential Financial Inc | 2,604,455 | $240.3M | 0.26% | +72,621+2.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,681,578 | $247.4M | 0.47% | +618,757+30.0% | Added |
| Principal Financial Group Inc | 2,741,997 | $253.0M | 0.12% | −109,723−3.8% | Reduced |
| Rhumbline Advisers | 2,784,184 | $256.9M | 0.19% | −106,538−3.7% | Reduced |
| Timucuan Asset Management Inc | 2,936,893 | $271.0M | 9.97% | −12,094−0.4% | Reduced |
| California Public Employees Retirement System | 2,986,999 | $275.6M | 0.16% | −39,418−1.3% | Reduced |
| Raymond James Financial Inc | 3,083,888 | $284.6M | 0.08% | +351,705+12.9% | Added |
| Canada Pension Plan Investment Board | 3,187,265 | $294.1M | 0.16% | −432,174−11.9% | Reduced |
| Wells Fargo & Company | 3,189,572 | $294.3M | 0.05% | −386,325−10.8% | Reduced |
| Vanguard Asset Management, Ltd | 3,216,537 | $296.8M | 0.20% | +304,613+10.5% | Added |
| Lazard Asset Management LLC | 3,346,506 | $308.8M | 0.47% | +482,691+16.9% | Added |
| Citadel Advisors LLC | 3,406,215 | $314.3M | 0.18% | +858,467+33.7% | Added |
| Allen Investment Management LLC | 3,414,852 | $315.1M | 3.74% | −1,913,598−35.9% | Reduced |
| Van Eck Associates Corp | 3,438,308 | $317.3M | 0.19% | +1,582,063+85.2% | Added |
| London Co of Virginia | 3,452,804 | $318.6M | 1.82% | −116,476−3.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,460,277 | $319.3M | 0.18% | −92,148−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,483,025 | $321.4M | 0.17% | +133,481+4.0% | Added |
| RPTC Inc. | 3,522,501 | $325.0M | 54.74% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 3,534,048 | $326.1M | 0.15% | −126,846−3.5% | Reduced |
| Capital International Investors | 3,602,660 | $332.4M | 0.07% | +124,553+3.6% | Added |
| HSBC Holdings PLC | 3,601,248 | $332.4M | 0.16% | +177,204+5.2% | Added |
| Barclays PLC | 3,656,904 | $337.4M | 0.11% | −493,928−11.9% | Reduced |
| Provident Trust Co | 3,716,441 | $342.9M | 7.19% | +13,616+0.4% | Added |
| Allianz Asset Management GmbH | 3,813,514 | $351.9M | 0.33% | +1,661,014+77.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,017,116 | $370.7M | 0.21% | +211,172+5.5% | Added |
| AQR Capital Management LLC | 4,025,866 | $371.5M | 0.13% | +2,021,122+100.8% | Added |
| Yacktman Asset Management LP | 4,101,552 | $378.5M | 4.68% | +196,696+5.0% | Added |
| National Pension Service | 4,513,138 | $416.4M | 0.27% | +29,028+0.6% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 4,571,355 | $421.8M | 6.56% | −143,425−3.0% | Reduced |
| Nordea Investment Management AB | 4,704,530 | $436.5M | 0.36% | +1,032,446+28.1% | Added |
| First Trust Advisors LP | 4,795,131 | $442.4M | 0.26% | +1,417,946+42.0% | Added |
| American Century Companies Inc | 4,935,492 | $455.4M | 0.20% | +2,353,426+91.1% | Added |
| Royal Bank of Canada | 5,204,548 | $480.2M | 0.08% | +341,299+7.0% | Added |
| Envestnet Asset Management Inc | 5,571,968 | $514.1M | 0.12% | −51,015−0.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 5,703,361 | $526.2M | 1.60% | +4,627,972+430.4% | Added |
| D. E. Shaw & Co., Inc. | 5,779,607 | $533.3M | 0.33% | +3,163,794+120.9% | Added |
| Nuveen, LLC | 5,886,128 | $543.1M | 0.13% | −122,561−2.0% | Reduced |
| Dimensional Fund Advisors LP | 6,309,493 | $582.1M | 0.11% | +566,559+9.9% | Added |
| Deutsche Bank AG | 6,656,381 | $614.2M | 0.18% | +1,342,975+25.3% | Added |
| Amundi | 6,850,758 | $632.1M | 0.15% | +1,265,118+22.6% | Added |
| Arrowstreet Capital, Limited Partnership | 7,632,441 | $704.2M | 0.31% | +4,680,363+158.5% | Added |
| Wellington Management Group LLP | 7,971,114 | $735.5M | 0.13% | +7,537,489+1,738.3% | Added |
| Two Sigma Investments, LP | 8,425,755 | $777.4M | 0.59% | +3,065,456+57.2% | Added |
| Baird Financial Group, Inc. | 8,722,348 | $804.8M | 1.11% | +276,987+3.3% | Added |
| Vanguard Fiduciary Trust Co | 9,209,119 | $849.7M | 0.19% | −210,069−2.2% | Reduced |
| Brown Advisory Inc | 9,318,993 | $859.9M | 1.33% | +176,928+1.9% | Added |
| Legal & General Group Plc | 9,403,634 | $867.7M | 0.18% | −668,530−6.6% | Reduced |
| Charles Schwab Investment Management Inc | 9,472,684 | $874.0M | 0.12% | −117,598−1.2% | Reduced |
| UBS Group AG | 9,616,749 | $887.3M | 0.14% | +3,837,749+66.4% | Added |
| Bank of New York Mellon Corp | 10,489,297 | $967.8M | 0.16% | −5,672,785−35.1% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 10,638,869 | $981.6M | 2.80% | −4,026,085−27.5% | Reduced |
| Flossbach Von Storch AG | 10,706,944 | $987.9M | 4.47% | +37,153+0.3% | Added |
| Alliancebernstein L.P. | 11,226,699 | $1.06B | 0.37% | −1,302,810−10.4% | Reduced |
| Bamco Inc | 11,655,694 | $1.08B | 1.61% | +4,191,378+56.2% | Added |
| UBS Asset Management Americas Inc | 11,843,766 | $1.09B | 0.20% | −31,907−0.3% | Reduced |
| Ameriprise Financial Inc | 12,530,896 | $1.16B | 0.23% | +3,757,133+42.8% | Added |
| Goldman Sachs Group Inc | 12,649,537 | $1.17B | 0.12% | +1,274,826+11.2% | Added |
| Invesco Ltd. | 13,090,710 | $1.21B | 0.10% | −3,866,270−22.8% | Reduced |
| Northern Trust Corp | 15,952,492 | $1.47B | 0.17% | −408,284−2.5% | Reduced |