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 |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 671,779 | $62.0M | 0.76% | +282,418+72.5% | Added |
| Caledonia Investments PLC | 671,000 | $61.9M | 7.00% | +60,000+9.8% | Added |
| KLP Kapitalforvaltning AS | 670,072 | $61.8M | 0.20% | +29,100+4.5% | Added |
| KBC Group NV | 655,451 | $60.5M | 0.13% | −42,096−6.0% | Reduced |
| Handelsbanken Fonder AB | 652,139 | $60.2M | 0.17% | +3,070+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 617,153 | $59.1M | 0.09% | −129,077−17.3% | Reduced |
| Panagora Asset Management Inc | 639,468 | $59.0M | 0.18% | −750−0.1% | Reduced |
| Cetera Investment Advisers | 626,708 | $57.8M | 0.05% | +6,124+1.0% | Added |
| MML Investors Services, LLC | 621,646 | $57.4M | 0.12% | +46,629+8.1% | Added |
| Public Employees Retirement System of Ohio | 616,080 | $56.8M | 0.17% | −51,454−7.7% | Reduced |
| Greenwich Wealth Management LLC | 600,673 | $55.4M | 2.02% | +320,248+114.2% | Added |
| Aureus Asset Management, LLC | 600,554 | $55.4M | 3.37% | −5,010−0.8% | Reduced |
| Tredje AP-fonden | 587,227 | $54.2M | 0.25% | +34,329+6.2% | Added |
| State of Tennessee, Treasury Department | 573,272 | $52.9M | 0.16% | −13,636−2.3% | Reduced |
| Heron Bay Capital Management | 566,275 | $52.3M | 4.73% | −48,307−7.9% | Reduced |
| Toronto Dominion Bank | 559,050 | $51.6M | 0.09% | −114,045−16.9% | Reduced |
| Crossmark Global Holdings, Inc. | 554,130 | $51.1M | 0.66% | +20,291+3.8% | Added |
| CORDA Investment Management, LLC. | 545,906 | $50.4M | 3.09% | −7,283−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 542,634 | $50.1M | 0.03% | +36,801+7.3% | Added |
| State of New Jersey Common Pension Fund D | 538,971 | $49.7M | 0.17% | −41,671−7.2% | Reduced |
| Voya Investment Management LLC | 535,833 | $49.4M | 0.04% | −2,378,923−81.6% | Reduced |
| Ariel Investments, LLC | 525,299 | $48.5M | 0.48% | +122,372+30.4% | Added |
| Tudor Investment Corp Et Al | 511,257 | $47.2M | 0.19% | +251,257+96.6% | Added |
| Associated Banc-Corp | 508,338 | $46.9M | 1.11% | +633+0.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 506,841 | $46.8M | 0.21% | −45,929−8.3% | Reduced |
| Point72 Asset Management, L.P. | 498,176 | $46.0M | 0.07% | +257,474+107.0% | Added |
| Mount Capital Ltd | 492,178 | $45.4M | 17.14% | +31,900+6.9% | Added |
| Advisor Group Holdings, Inc. | 489,877 | $45.2M | 0.05% | +36,901+8.1% | Added |
| CIBC World Markets Inc. | 489,573 | $45.2M | 0.08% | −420,569−46.2% | Reduced |
| Trexquant Investment LP | 485,363 | $44.8M | 0.28% | +237,908+96.1% | Added |
| Jupiter Asset Management Ltd | 485,009 | $44.8M | 0.22% | −454,496−48.4% | Reduced |
| EP Wealth Advisors, LLC | 483,058 | $44.6M | 0.17% | +48,483+11.2% | Added |
| Lido Advisors, LLC | 482,946 | $44.6M | 0.16% | −19,660−3.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 481,166 | $44.4M | 0.33% | −191,200−28.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 480,711 | $44.4M | 0.21% | +33,900+7.6% | Added |
| Resona Asset Management Co.,Ltd. | 482,041 | $44.3M | 0.21% | −51,457−9.6% | Reduced |
| North Star Asset Management Inc | 478,540 | $44.2M | 1.74% | −7,278−1.5% | Reduced |
| Nykredit A/S | 476,529 | $44.0M | 0.17% | +476,529 | New |
| Rafferty Asset Management, LLC | 476,200 | $43.9M | 0.10% | +70,114+17.3% | Added |
| Sandhill Capital Partners LLC | 474,705 | $43.8M | 3.56% | −42,419−8.2% | Reduced |
| Crown Oak Advisors, LLC | 471,770 | $43.5M | 20.27% | +12,101+2.6% | Added |
| Avantyr Capital Partners, LP | 471,600 | $43.5M | 1.60% | −1,152,591−71.0% | Reduced |
| Public Sector Pension Investment Board | 466,749 | $43.1M | 0.11% | −8,406−1.8% | Reduced |
| Czech National Bank | 465,323 | $42.9M | 0.23% | +10,418+2.3% | Added |
| SEB Asset Management AB | 462,577 | $42.7M | 0.16% | −1,519−0.3% | Reduced |
| First Manhattan Co | 458,665 | $42.3M | 0.11% | −5,438−1.2% | Reduced |
| Arizona State Retirement System | 458,174 | $42.3M | 0.21% | −4,381−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 458,006 | $42.3M | 0.08% | −548,474−54.5% | Reduced |
| Perpetual Ltd | 455,719 | $42.0M | 0.60% | +437,509+2,402.6% | Added |
| Cresset Asset Management, LLC | 445,551 | $41.1M | 0.15% | +2,715+0.6% | Added |
| State of Michigan Retirement System | 433,566 | $40.0M | 0.18% | −2,800−0.6% | Reduced |
| Fifth Third Bancorp | 433,329 | $40.0M | 0.06% | −46,228−9.6% | Reduced |
| Ami Asset Management Corp | 432,674 | $39.9M | 2.30% | −14,355−3.2% | Reduced |
| Oak Associates, Ltd | 424,880 | $39.2M | 2.19% | −3,095−0.7% | Reduced |
| D.A. Davidson & Co. | 424,820 | $39.2M | 0.22% | −5,499−1.3% | Reduced |
| Smith Group Asset Management, LLC | 419,431 | $38.7M | 1.58% | +33,456+8.7% | Added |
| Whittier Trust Co | 383,423 | $38.6M | 0.38% | −1,458−0.4% | Reduced |
| Banco Santander, S.A. | 417,055 | $38.5M | 0.24% | +174,213+71.7% | Added |
| Berkshire Asset Management LLC | 414,077 | $38.2M | 1.50% | +7,419+1.8% | Added |
| Mediolanum International Funds Ltd | 419,336 | $38.0M | 0.33% | −98,848−19.1% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 411,152 | $37.9M | 0.86% | +205,710+100.1% | Added |
| CIBC Asset Management Inc | 411,308 | $37.9M | 0.08% | −131,017−24.2% | Reduced |
| CBOE Vest Financial, LLC | 407,329 | $37.6M | 0.39% | +207,803+104.1% | Added |
| Macquarie Group Ltd | 405,498 | $37.4M | 0.16% | +108,216+36.4% | Added |
| Ossiam | 402,935 | $37.2M | 0.49% | +402,935 | New |
| DekaBank Deutsche Girozentrale | 396,106 | $37.1M | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 398,564 | $36.8M | 0.02% | −2,984−0.7% | Reduced |
| Quadrature Capital Ltd | 397,976 | $36.7M | 0.31% | +348,653+706.9% | Added |
| Janney Montgomery Scott LLC | 391,803 | $36.2M | 0.07% | −54,078−12.1% | Reduced |
| Rockland Trust Co | 391,764 | $36.1M | 1.42% | +34,588+9.7% | Added |
| Kovitz Investment Group Partners, LLC | 387,041 | $35.7M | 0.79% | −2,524−0.6% | Reduced |
| Kestra Advisory Services, LLC | 385,528 | $35.6M | 0.11% | +220,751+134.0% | Added |
| Coronation Fund Managers Ltd. | 385,511 | $35.6M | 1.36% | −144,928−27.3% | Reduced |
| Daiwa Securities Group Inc. | 383,918 | $35.4M | 0.08% | +69,109+22.0% | Added |
| Allen Operations LLC | 380,215 | $35.1M | 4.86% | 00.0% | Unchanged |
| Walleye Capital LLC | 380,017 | $35.1M | 0.17% | +338,771+821.3% | Added |
| Exchange Traded Concepts, LLC | 379,483 | $35.0M | 0.17% | +198,547+109.7% | Added |
| Nisa Investment Advisors, LLC | 379,357 | $35.0M | 0.11% | −22,634−5.6% | Reduced |
| MetLife Investment Management | 378,808 | $35.0M | 0.16% | −18,060−4.6% | Reduced |
| IFM Investors Pty Ltd | 377,465 | $34.8M | 0.23% | +33,889+9.9% | Added |
| HighTower Advisors, LLC | 375,553 | $34.7M | 0.03% | −8,100−2.1% | Reduced |
| DnB Asset Management AS | 374,370 | $34.5M | 0.10% | +8,191+2.2% | Added |
| Ostrum Asset Management | 372,338 | $34.4M | 1.66% | +15,805+4.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 366,441 | $33.8M | 0.23% | 00.0% | Unchanged |
| ProShare Advisors LLC | 365,295 | $33.7M | 0.05% | +6,453+1.8% | Added |
| Squarepoint Ops LLC | 361,175 | $33.3M | 0.06% | −191,242−34.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 361,080 | $33.3M | 0.16% | −28,009−7.2% | Reduced |
| Pinebridge Investments LLC | 360,760 | $33.3M | 0.27% | +19,467+5.7% | Added |
| Acadian Asset Management LLC | 358,701 | $33.1M | 0.04% | −57,907−13.9% | Reduced |
| Ruffer LLP | 358,432 | $33.0M | 1.17% | +358,432 | New |
| Swiss Life Asset Management Ltd | 357,255 | $33.0M | 0.14% | −265,907−42.7% | Reduced |
| Xponance, Inc. | 355,562 | $32.8M | 0.20% | −6,612−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 354,734 | $32.7M | 0.06% | +35,152+11.0% | Added |
| Captrust Financial Advisors | 352,763 | $32.5M | 0.05% | −17,929−4.8% | Reduced |
| Pacific Heights Asset Management LLC | 350,000 | $32.3M | 1.02% | 00.0% | Unchanged |
| Blue Whale Capital LLP | 342,398 | $31.6M | 1.00% | +9,250+2.8% | Added |
| Federation des caisses Desjardins du Quebec | 339,818 | $31.4M | 0.10% | +73,547+27.6% | Added |
| Mercer Global Advisors Inc | 336,105 | $31.0M | 0.04% | +6,512+2.0% | Added |
| Greatmark Investment Partners, Inc. | 335,492 | $31.0M | 3.41% | +2,205+0.7% | Added |
| Renaissance Group LLC | 331,894 | $30.6M | 1.24% | −12,641−3.7% | Reduced |