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
- 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 |
|---|---|---|---|---|---|
| Beck Mack & Oliver LLC | 2,016,840 | $186.1M | 3.63% | −26,555−1.3% | Reduced |
| Thrivent Financial for Lutherans | 1,978,758 | $182.6M | 0.31% | −402,623−16.9% | Reduced |
| Renaissance Technologies LLC | 1,911,141 | $176.3M | 0.24% | +1,911,141 | New |
| CIBC Bancorp USA Inc. | 1,872,038 | $172.7M | 0.21% | −166,867−8.2% | Reduced |
| Mondrian Investment Partners LTD | 1,858,141 | $171.5M | 3.09% | +140,763+8.2% | Added |
| LPL Financial LLC | 1,850,432 | $170.7M | 0.04% | +56,711+3.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,836,925 | $169.5M | 0.17% | −204,483−10.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,762,006 | $162.6M | 0.23% | −1,024,506−36.8% | Reduced |
| Assenagon Asset Management S.A. | 1,743,958 | $160.9M | 0.21% | −309,250−15.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,743,171 | $160.2M | 0.42% | −171,596−9.0% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,681,567 | $155.2M | 5.26% | +145,361+9.5% | Added |
| CapitalatWork S.A. | 1,674,961 | $154.5M | 3.87% | +118,141+7.6% | Added |
| New York State Common Retirement Fund | 1,660,995 | $153.3M | 0.19% | −117,000−6.6% | Reduced |
| North Peak Capital Management, LLC | 1,646,358 | $151.9M | 16.88% | +444,745+37.0% | Added |
| Standard Life Aberdeen plc | 1,643,886 | $151.7M | 0.21% | +201,192+13.9% | Added |
| Manufacturers Life Insurance Company, The | 1,627,988 | $150.2M | 0.12% | −162,977−9.1% | Reduced |
| Danske Bank A/S | 1,617,780 | $149.3M | 0.30% | −68,568−4.1% | Reduced |
| Generation Investment Management LLP | 1,611,555 | $148.7M | 1.45% | −1,132,148−41.3% | Reduced |
| Worldquant Millennium Advisors LLC | 1,576,199 | $145.4M | 0.50% | +1,576,199 | New |
| Jones Financial Companies LLLP | 1,582,419 | $143.5M | 0.06% | −120,275−7.1% | Reduced |
| Cerity Partners LLC | 1,544,223 | $142.5M | 0.17% | +130,872+9.3% | Added |
| SEI Investments Co | 1,481,869 | $136.7M | 0.12% | −442,136−23.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,431,430 | $132.1M | 0.22% | −57,863−3.9% | Reduced |
| Aviva PLC | 1,426,071 | $131.6M | 0.19% | −52,611−3.6% | Reduced |
| Capitolis Liquid Global Markets LLC | 1,418,844 | $130.9M | 0.57% | −12,972−0.9% | Reduced |
| Great West Life Assurance Co | 1,405,742 | $129.4M | 0.21% | +184,049+15.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,394,800 | $128.7M | 0.98% | +11,000+0.8% | Added |
| PFA Pension, Forsikringsaktieselskab | 1,385,802 | $127.9M | 0.32% | +267,067+23.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,337,145 | $123.4M | 1.09% | −36,975−2.7% | Reduced |
| VGI Partners Ltd | 1,323,509 | $122.1M | 6.74% | +967,985+272.3% | Added |
| Royal London Asset Management Ltd | 1,311,331 | $121.0M | 0.22% | −22,570−1.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,311,293 | $120.6M | 0.18% | +45,514+3.6% | Added |
| Liontrust Investment Partners LLP | 1,305,310 | $120.4M | 1.77% | +102,662+8.5% | Added |
| National Bank of Canada | 1,282,028 | $118.3M | 0.10% | +156,372+13.9% | Added |
| Truist Financial Corp | 1,274,680 | $117.6M | 0.14% | −47,615−3.6% | Reduced |
| Parnassus Investments | 1,258,426 | $116.1M | 0.31% | −26,304−2.0% | Reduced |
| New York State Teachers Retirement System | 1,250,931 | $115.4M | 0.21% | −4,299−0.3% | Reduced |
| Federated Hermes, Inc. | 1,248,416 | $115.2M | 0.17% | −97,728−7.3% | Reduced |
| Millennium Management LLC | 1,245,409 | $114.9M | 0.08% | +593,902+91.2% | Added |
| Victory Capital Management Inc | 1,234,748 | $113.9M | 0.06% | +108,117+9.6% | Added |
| APG Asset Management N.V. | 1,380,032 | $111.4M | 0.27% | +349,872+34.0% | Added |
| HRT Financial LP | 1,205,506 | $111.2M | 0.20% | +707,948+142.3% | Added |
| Findlay Park Partners LLP | 1,202,369 | $110.9M | 1.50% | −40,700−3.3% | Reduced |
| Assetmark, Inc | 1,191,983 | $110.0M | 0.19% | +78,056+7.0% | Added |
| Thornburg Investment Management Inc | 1,170,451 | $108.0M | 1.03% | +360,891+44.6% | Added |
| Park Presidio Capital LLC | 1,170,236 | $108.0M | 6.11% | −121,221−9.4% | Reduced |
| Bristol John W & Co Inc | 1,162,896 | $107.3M | 1.59% | −11,041−0.9% | Reduced |
| Mackenzie Financial Corp | 1,150,522 | $106.2M | 0.11% | +300,122+35.3% | Added |
| Schroder Investment Management Group | 1,170,390 | $106.0M | 0.08% | −53,164−4.3% | Reduced |
| Korea Investment CORP | 1,138,783 | $105.1M | 0.20% | −74,100−6.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,117,039 | $103.1M | 0.14% | −549,300−33.0% | Reduced |
| Stifel Financial Corp | 1,104,683 | $101.9M | 0.08% | −34,721−3.0% | Reduced |
| Intermede Investment Partners Ltd | 914,616 | $101.4M | 4.27% | −42,756−4.5% | Reduced |
| Retirement Systems of Alabama | 1,095,623 | $101.1M | 0.30% | −35,857−3.2% | Reduced |
| Employees Retirement System of Texas | 1,059,367 | $97.7M | 0.78% | −17,500−1.6% | Reduced |
| Ninety One UK Ltd | 1,052,531 | $97.1M | 0.22% | +474,320+82.0% | Added |
| Treasurer of the State of North Carolina | 1,042,577 | $96.2M | 0.25% | +327,600+45.8% | Added |
| Pictet Asset Management Holding SA | 1,035,288 | $95.5M | 0.09% | +78,788+8.2% | Added |
| STRS Ohio | 1,020,083 | $94.1M | 0.35% | −14,300−1.4% | Reduced |
| Boston Partners | 998,920 | $92.2M | 0.08% | −4,487,694−81.8% | Reduced |
| Storebrand Asset Management AS | 997,412 | $92.0M | 0.23% | +2670.0% | Added |
| Crawford Investment Counsel Inc | 956,633 | $88.3M | 1.47% | −29,684−3.0% | Reduced |
| Glenmede Trust Co NA | 949,485 | $87.6M | 0.39% | +85,237+9.9% | Added |
| Robeco Institutional Asset Management B.V. | 935,109 | $86.3M | 0.11% | −29,350−3.0% | Reduced |
| NFJ Investment Group, LLC | 926,971 | $85.5M | 2.91% | +144,693+18.5% | Added |
| Nomura Asset Management Co Ltd | 912,643 | $84.2M | 0.18% | +181,264+24.8% | Added |
| Quantinno Capital Management LP | 904,375 | $83.4M | 0.10% | −86,887−8.8% | Reduced |
| Bank of Nova Scotia | 893,472 | $82.4M | 0.12% | +422,554+89.7% | Added |
| State of Wisconsin Investment Board | 892,865 | $82.4M | 0.17% | −37,598−4.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 849,779 | $78.4M | 0.17% | +13,992+1.7% | Added |
| Madison Asset Management, LLC | 847,868 | $78.2M | 0.93% | +126,038+17.5% | Added |
| Nomura Asset Management International Inc. | 842,487 | $77.7M | 0.12% | +116,415+16.0% | Added |
| Vanguard Investments Australia, Ltd. | 842,480 | $77.7M | 0.19% | +2,341+0.3% | Added |
| Snyder Capital Management L P | 839,303 | $77.4M | 1.34% | −1,935−0.2% | Reduced |
| Swedbank AB | 831,512 | $76.7M | 0.07% | +35,490+4.5% | Added |
| Candriam Luxembourg S.C.A. | 821,827 | $75.8M | 0.34% | +57,352+7.5% | Added |
| Equity Investment Corp | 814,627 | $75.2M | 1.43% | +109,147+15.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 732,753 | $74.0M | 0.12% | +27,635+3.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 801,071 | $73.9M | 0.19% | −34,311−4.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 761,360 | $70.3M | 0.25% | +750,647+7,006.9% | Added |
| Bowen Hanes & Co Inc | 740,788 | $69.6M | 1.70% | 00.0% | Unchanged |
| Paralel Advisors LLC | 750,000 | $69.2M | 2.67% | 00.0% | Unchanged |
| Creative Planning | 746,571 | $68.9M | 0.04% | +6,854+0.9% | Added |
| Barr E S & Co | 739,955 | $68.3M | 3.83% | −6,172−0.8% | Reduced |
| Blair William & Co | 739,229 | $68.2M | 0.18% | −151,116−17.0% | Reduced |
| Becker Capital Management Inc | 737,701 | $68.1M | 1.83% | +8,707+1.2% | Added |
| FIL Ltd | 737,623 | $68.1M | 0.05% | −838−0.1% | Reduced |
| Sterling Capital Management LLC | 731,958 | $67.5M | 1.15% | −122,690−14.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 745,872 | $66.9M | 1.34% | −98,105−11.6% | Reduced |
| Asset Management One Co.,Ltd. | 707,726 | $65.3M | 0.17% | −21,977−3.0% | Reduced |
| Summitry LLC | 707,019 | $65.2M | 2.15% | +2,102+0.3% | Added |
| HughesLittle Investment Management Ltd. | 705,304 | $65.1M | 11.28% | +1,775+0.3% | Added |
| Central Securities Corp | 700,000 | $64.6M | 4.82% | 00.0% | Unchanged |
| TD Asset Management Inc | 695,595 | $64.2M | 0.06% | −47,099−6.3% | Reduced |
| Vident Advisory, LLC | 693,955 | $64.0M | 0.48% | +144,132+26.2% | Added |
| Atalanta Sosnoff Capital, LLC | 689,376 | $63.6M | 1.12% | −581,085−45.7% | Reduced |
| Great Lakes Advisors, LLC | 687,938 | $63.5M | 0.48% | +593,240+626.5% | Added |
| Teacher Retirement System of Texas | 686,615 | $63.4M | 0.17% | +199,111+40.8% | Added |
| Cooke & Bieler LP | 685,644 | $63.3M | 0.73% | −10,265−1.5% | Reduced |
| CI Private Wealth, LLC | 682,541 | $63.0M | 0.09% | −122,599−15.2% | Reduced |