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 |
|---|---|---|---|---|---|
| Bank of America Corp | 15,993,144 | $1.48B | 0.10% | +370,114+2.4% | Added |
| Artisan Partners Limited Partnership | 18,930,716 | $1.75B | 2.85% | +1,479,668+8.5% | Added |
| Fisher Asset Management, LLC | 21,952,062 | $2.03B | 0.60% | −266,029−1.2% | Reduced |
| Norges Bank | 22,658,390 | $2.09B | 0.21% | +22,658,390 | New |
| Morgan Stanley | 22,793,553 | $2.10B | 0.11% | +759,611+3.4% | Added |
| Massachusetts Financial Services Co | 13,356,306 | $2.13B | 0.68% | −1,165,581−8.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 24,201,471 | $2.23B | 2.97% | +2,388,995+11.0% | Added |
| Primecap Management Co | 25,120,895 | $2.32B | 1.37% | +1,678,980+7.2% | Added |
| Vanguard Portfolio Management LLC | 26,889,062 | $2.48B | 0.11% | +316,992+1.2% | Added |
| Franklin Resources Inc | 36,476,735 | $3.37B | 0.73% | +4,651,113+14.6% | Added |
| Geode Capital Management, LLC | 37,293,274 | $3.43B | 0.18% | −1,398,992−3.6% | Reduced |
| Price T Rowe Associates Inc | 43,292,139 | $3.99B | 0.40% | −5,345,090−11.0% | Reduced |
| FMR LLC | 44,265,455 | $4.08B | 0.18% | +8,577,286+24.0% | Added |
| JPMorgan Chase & Co | 49,165,186 | $4.45B | 0.26% | −24,682,956−33.4% | Reduced |
| State Street Corp | 73,174,188 | $6.75B | 0.20% | +410,506+0.6% | Added |
| Dodge & Cox | 76,968,323 | $7.10B | 3.72% | +1,965,442+2.6% | Added |
| Vanguard Capital Management LLC | 107,329,957 | $9.90B | 0.21% | −1,024,038−0.9% | Reduced |
| BlackRock, Inc. | 134,414,949 | $12.4B | 0.18% | +1,258,393+0.9% | Added |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,955,657−100.0% | Sold out |
| Newlands Management Operations LLC | 0 | $0 | 0.00% | −3,196,166−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −740,097−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −589,547−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −533,493−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −481,172−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −390,217−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −349,153−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −346,110−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −329,573−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −322,800−100.0% | Sold out |
| MKP Capital Management, L.L.C. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −270,966−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −227,600−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −179,240−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −159,402−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −146,000−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −136,726−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −123,360−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −120,330−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −87,113−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −68,857−100.0% | Sold out |
| Ayrshire Capital Management LLC | 0 | $0 | 0.00% | −61,896−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −61,883−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −59,355−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −47,626−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −47,558−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −45,200−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −36,859−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −35,293−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −34,879−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −31,203−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −29,997−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −29,970−100.0% | Sold out |
| Stony Point Wealth Management Inc. | 0 | $0 | 0.00% | −29,965−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −28,762−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −26,841−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −26,099−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −23,283−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −23,180−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −23,123−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −22,788−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −21,109−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −15,008−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −14,203−100.0% | Sold out |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −13,791−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,268−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −12,070−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −12,070−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −11,902−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −9,584−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −9,425−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −8,028−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −7,962−100.0% | Sold out |
| Orser Capital Management, LLC | 0 | $0 | 0.00% | −7,936−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −7,838−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −7,735−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −6,729−100.0% | Sold out |
| Essex LLC | 0 | $0 | 0.00% | −6,373−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −6,218−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Focused Alpha, LLC | 0 | $0 | 0.00% | −5,626−100.0% | Sold out |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Lester Murray Antman dba SimplyRich | 0 | $0 | 0.00% | −4,510−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −4,214−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −4,199−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −4,193−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| Prostatis Group LLC | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −3,940−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |
| Marion Wealth Management | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,305−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −3,282−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Holderness Investments Co | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |