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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 330,113 | $30.5M | 0.12% | −34,336−9.4% | Reduced |
| Calamos Advisors LLC | 328,075 | $30.3M | 0.11% | −6,099−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 327,673 | $30.2M | 0.15% | −15,328−4.5% | Reduced |
| Varma Mutual Pension Insurance Co | 327,481 | $30.2M | 0.16% | +17,300+5.6% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 326,492 | $30.1M | 0.25% | +21,905+7.2% | Added |
| Eurizon Capital SGR S.p.A. | 327,084 | $30.1M | 0.08% | +8,798+2.8% | Added |
| Intech Investment Management LLC | 325,487 | $30.0M | 0.28% | +5,883+1.8% | Added |
| Quinn Opportunity Partners LLC | 320,000 | $29.5M | 1.38% | 00.0% | Unchanged |
| Interval Partners, LP | 319,725 | $29.5M | 0.95% | +44,363+16.1% | Added |
| Rockefeller Capital Management L.P. | 319,236 | $29.5M | 0.05% | −30,098−8.6% | Reduced |
| MAI Capital Management | 314,932 | $29.1M | 0.11% | +166,121+111.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 314,379 | $29.0M | 2.12% | +62,196+24.7% | Added |
| Credit Agricole S A | 311,663 | $28.8M | 0.07% | +39,154+14.4% | Added |
| Jump Financial, LLC | 306,759 | $28.3M | 0.25% | +124,381+68.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 304,332 | $28.1M | 0.17% | −38,737−11.3% | Reduced |
| Hardman Johnston Global Advisors LLC | 298,535 | $27.5M | 0.97% | −3,045−1.0% | Reduced |
| Davis Selected Advisers | 289,871 | $26.7M | 0.11% | −21,111−6.8% | Reduced |
| USS Investment Management Ltd | 287,088 | $26.5M | 0.10% | −947−0.3% | Reduced |
| Titan Global Capital Management USA LLC | 285,384 | $26.3M | 3.34% | +1,884+0.7% | Added |
| Amalgamated Bank | 285,274 | $26.3M | 0.18% | −22,464−7.3% | Reduced |
| Susquehanna International Group, LLP | 284,953 | $26.3M | 0.02% | +149,473+110.3% | Added |
| Zurich Insurance Group Ltd | 283,389 | $26.1M | 0.18% | −65,286−18.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 282,327 | $26.1M | 0.02% | −271,157−49.0% | Reduced |
| Capital Fund Management S.A. | 279,572 | $25.8M | 0.18% | +164,081+142.1% | Added |
| Warther Private Wealth, LLC | 279,565 | $25.8M | 5.66% | +64,362+29.9% | Added |
| Flputnam Investment Management Co | 278,750 | $25.7M | 0.31% | −43,137−13.4% | Reduced |
| Andra AP-fonden | 277,772 | $25.6M | 0.29% | +21,100+8.2% | Added |
| Hosking Partners LLP | 275,090 | $25.4M | 0.84% | −8,823−3.1% | Reduced |
| Barlow Wealth Partners, Inc. | 248,860 | $25.3M | 2.73% | +4,867+2.0% | Added |
| Bessemer Group Inc | 273,968 | $25.3M | 0.03% | +515+0.2% | Added |
| NEOS Investment Management LLC | 272,235 | $25.1M | 0.09% | +32,369+13.5% | Added |
| Busey Wealth Management | 264,590 | $24.4M | 0.59% | +439+0.2% | Added |
| Rakuten Investment Management, Inc. | 268,961 | $24.4M | 0.07% | +19,865+8.0% | Added |
| Canada Post Corp Registered Pension Plan | 263,922 | $24.4M | 0.85% | +26,258+11.0% | Added |
| Midwest Trust Co | 259,689 | $24.0M | 0.27% | −653−0.3% | Reduced |
| QRG Capital Management, Inc. | 258,708 | $23.9M | 0.20% | +10,980+4.4% | Added |
| Steward Partners Investment Advisory, LLC | 258,576 | $23.9M | 0.12% | +1,357+0.5% | Added |
| Algebris (UK) Ltd | 252,717 | $23.2M | 1.53% | +252,717 | New |
| Basswood Capital Management, L.L.C. | 250,998 | $23.2M | 0.99% | −218,703−46.6% | Reduced |
| Utah Retirement Systems | 248,161 | $22.9M | 0.22% | −23,354−8.6% | Reduced |
| British Columbia Investment Management Corp | 247,592 | $22.8M | 0.14% | −42,768−14.7% | Reduced |
| Talbot Financial, LLC | 247,559 | $22.8M | 1.68% | +5,393+2.2% | Added |
| Park National Corp | 245,025 | $22.6M | 0.63% | +7,375+3.1% | Added |
| Par Capital Management Inc | 245,000 | $22.6M | 0.56% | −8,300−3.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 244,772 | $22.6M | 0.17% | −12,521−4.9% | Reduced |
| New York Life Investment Management LLC | 243,914 | $22.5M | 0.16% | −4,411−1.8% | Reduced |
| Dudley & Shanley, Inc. | 240,933 | $22.2M | 3.36% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 240,346 | $22.2M | 0.21% | +107,369+80.7% | Added |
| Voleon Capital Management LP | 239,746 | $22.1M | 0.40% | +175,363+272.4% | Added |
| Jain Global LLC | 239,497 | $22.1M | 0.26% | −201,831−45.7% | Reduced |
| GW Henssler & Associates Ltd | 238,027 | $22.0M | 0.98% | +1,700+0.7% | Added |
| Everett Harris & Co | 237,657 | $21.9M | 0.27% | +11,302+5.0% | Added |
| Commonwealth Equity Services, LLC | 236,089 | $21.8M | 0.03% | −29,676−11.2% | Reduced |
| Clearstead Advisors, LLC | 235,801 | $21.8M | 0.21% | −10,537−4.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 235,706 | $21.7M | 0.15% | +1,033+0.4% | Added |
| Davidson Investment Advisors | 234,899 | $21.7M | 0.89% | −1,035−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 227,115 | $21.0M | 0.10% | −63,568−21.9% | Reduced |
| Nissay Asset Management Corp | 219,725 | $20.3M | 0.09% | +4,231+2.0% | Added |
| Prudential PLC | 218,889 | $20.2M | 0.14% | +51,642+30.9% | Added |
| Beacon Pointe Advisors, LLC | 218,376 | $20.2M | 0.09% | −10,201−4.5% | Reduced |
| Toroso Investments, LLC | 217,249 | $20.0M | 0.05% | +32,515+17.6% | Added |
| Callan Family Office, LLC | 217,027 | $20.0M | 0.39% | −8,690−3.8% | Reduced |
| Mairs & Power Inc | 216,288 | $20.0M | 0.18% | −31,444−12.7% | Reduced |
| Adviser Investments LLC | 213,349 | $19.7M | 0.19% | −14,504−6.4% | Reduced |
| Vinva Investment Management Ltd | 216,732 | $19.6M | 0.13% | +14,417+7.1% | Added |
| Cohen Capital Management, Inc. | 212,385 | $19.6M | 2.66% | −1,981−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 212,141 | $19.6M | 0.07% | −9,235−4.2% | Reduced |
| Pathstone Holdings, LLC | 207,550 | $19.6M | 0.06% | +3,775+1.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 206,143 | $19.0M | 0.16% | +13,576+7.1% | Added |
| Edgar Lomax Co | 205,215 | $18.9M | 1.42% | −18,400−8.2% | Reduced |
| Ethic Inc. | 204,339 | $18.9M | 0.24% | +17,677+9.5% | Added |
| Live Oak Private Wealth LLC | 203,521 | $18.8M | 2.35% | −11,168−5.2% | Reduced |
| Summit Trail Advisors, LLC | 203,416 | $18.8M | 0.24% | −6,912−3.3% | Reduced |
| Addenda Capital Inc. | 202,662 | $18.7M | 0.51% | −2,036−1.0% | Reduced |
| Hemenway Trust Co LLC | 201,739 | $18.6M | 1.30% | +17,444+9.5% | Added |
| Oregon Public Employees Retirement Fund | 201,018 | $18.5M | 0.20% | +9,700+5.1% | Added |
| Virginia Retirement Systems Et Al | 200,800 | $18.5M | 0.11% | +8,700+4.5% | Added |
| Private Wealth Partners, LLC | 198,719 | $18.3M | 1.32% | −5,529−2.7% | Reduced |
| JustInvest LLC | 198,471 | $18.3M | 0.15% | −6,822−3.3% | Reduced |
| First Foundation Advisors | 197,480 | $18.2M | 0.65% | +2,070+1.1% | Added |
| Pensionmark Financial Group, LLC | 192,951 | $18.1M | 0.30% | −316−0.2% | Reduced |
| United Asset Strategies, Inc. | 196,428 | $18.1M | 1.28% | −210−0.1% | Reduced |
| Ieq Capital, LLC | 195,776 | $18.1M | 0.08% | −29,356−13.0% | Reduced |
| ProVise Management Group, LLC | 195,522 | $18.0M | 1.21% | +2,124+1.1% | Added |
| OP Asset Management Ltd | 195,195 | $18.0M | 0.19% | +10,606+5.7% | Added |
| Sanctuary Advisors, LLC | 194,796 | $18.0M | 0.08% | −6,098−3.0% | Reduced |
| Empowered Funds, LLC | 193,980 | $17.9M | 0.09% | −11,739−5.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 193,819 | $17.9M | 1.22% | +4,335+2.3% | Added |
| M&T Bank Corp | 191,686 | $17.7M | 0.05% | −20,081−9.5% | Reduced |
| Davenport & Co LLC | 192,181 | $17.7M | 0.09% | +10,466+5.8% | Added |
| Martingale Asset Management L P | 189,880 | $17.5M | 0.41% | −1,662−0.9% | Reduced |
| WCG Wealth Advisors LLC | 188,964 | $17.4M | 0.41% | −3,303−1.7% | Reduced |
| Woodline Partners LP | 188,597 | $17.4M | 0.05% | −754,809−80.0% | Reduced |
| Mutual of America Capital Management LLC | 187,606 | $17.3M | 0.17% | −751−0.4% | Reduced |
| Cutler Investment Counsel LLC | 186,829 | $17.2M | 1.62% | +498+0.3% | Added |
| Argent Capital Management LLC | 186,032 | $17.2M | 0.54% | −64,717−25.8% | Reduced |
| Courant Investment Management LLC | 183,499 | $16.9M | 16.43% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 183,241 | $16.9M | 0.44% | +4,426+2.5% | Added |
| Lathrop Investment Management Corp | 182,238 | $16.8M | 2.98% | −182−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 181,952 | $16.8M | 0.10% | −47,678−20.8% | Reduced |