Skip to main content
Equibles

SCHW

Schwab Charles Corp

Company with tickers: SCHW, SCHW-PD, SCHW-PJ

CIK
316709
CUSIP
808513105
Shares Outstanding
1,739,135,507
13F Activity (30d)
580 filings 538 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 2,273
Total Value: $98,353,535,834
Total Shares: 1,046,536,894
Showing 1–100 of 2,344 holdings by value · page 1 of 24

Institutional Ownership Trend

26 quarters

Superinvestors Holding SCHW

All superinvestors →
Bill Nygren $2,049,936,493 Andreas Halvorsen $1,583,188,652 Ruane Cunniff $443,095,024 Stephen Yacktman $366,978,366 Daniel Sundheim $221,547,512 Francois Rochon $144,372,639 Thomas Gayner $130,049,524 Joel Greenblatt $4,181,452 Mario Gabelli $2,773,801 Ray Dalio $2,123,384

Holder Concentration

Across 2,273 13F filers · Δ vs Dec 31, 2025
Top Holder
11.8%
Sep 2023 → Mar 2026 · range 9.8% – 15.0%
−0.3 pts
Top 5
34.5%
Sep 2023 → Mar 2026 · range 26.6% – 40.3%
+7.9 pts
Top 10
44.6%
Sep 2023 → Mar 2026 · range 34.3% – 52.4%
+10.3 pts
HHI
333
Sep 2023 → Mar 2026 · range 246 – 441
Broadly held+87

Quarterly Activity

vs Dec 31, 2025
New
227
Increased
938
Decreased
835
Sold Out
202
Unchanged
273
Holder count: +25
Institutional value: +64.0%
Shares held: +74.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega TWO SIGMA INVESTMENTS, LP +2,787,744 5,411,899
Large JONES FINANCIAL COMPANIES LLLP +1,601,362 1,702,694
Large Mariner, LLC +1,566,744 2,121,331
Large SG Americas Securities, LLC +1,246,811 1,508,397
Large VOYA INVESTMENT MANAGEMENT LLC +1,235,349 2,914,756

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega D. E. Shaw & Co., Inc. −5,425,061 2,687,813
Large GENERATION INVESTMENT MANAGEMENT LLP −5,104,014 2,743,703
Large MARSHALL WACE, LLP −2,266,021 600,000
Mega DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main −2,077,263 553,484
Large CAPITAL FUND MANAGEMENT S.A. −1,222,012 445,091

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 233,309,962 $21,926,470,228
Mega Dodge & Cox 75,002,881 $7,048,770,756
Mega PRIMECAP MANAGEMENT CO/CA/ 23,441,915 $2,203,071,171
Large HARRIS ASSOCIATES L P 21,812,476 $2,049,936,493
Large Artisan Partners Limited Partnership 17,451,048 $1,640,049,491

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega UBS Group AG 9,697,171 $968,844,353
Large TWO SIGMA ADVISERS, LP 6,283,895 $627,823,949
Large Thrivent Financial for Lutherans 2,614,587 $261,223,386
Mid PointState Capital LP 2,408,147 $240,597,966
Large Capitolis Liquid Global Markets LLC 1,997,600 $199,580,216
Filter: New 227 Increased 938 Reduced 835 Sold out 202 Unchanged 273
Showing 100 of 2,344
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega VANGUARD CAPITAL MANAGEMENT LLC $11,743,361,778 11.94% 124,955,967
Mega VANGUARD CAPITAL MANAGEMENT LLC $10,183,108,450 10.35% 108,353,995
Mega Dodge & Cox $7,048,770,756 7.17% 75,002,881
Mega STATE STREET CORP $6,838,330,834 6.95% 72,763,682
Mega GEODE CAPITAL MANAGEMENT, LLC $3,636,299,157 3.70% 38,692,266
Mega PRIMECAP MANAGEMENT CO/CA/ $2,203,071,171 2.24% 23,441,915
Mega Fisher Asset Management, LLC $2,088,056,192 2.12% 22,218,091
Large HARRIS ASSOCIATES L P $2,049,936,493 2.08% 21,812,476
Large Artisan Partners Limited Partnership $1,640,049,491 1.67% 17,451,048
Mega NORTHERN TRUST CORP Bank $1,537,585,724 1.56% 16,360,776
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,364,766,937 1.39% 14,521,887
Mega ALLIANCEBERNSTEIN L.P. $1,177,523,254 1.20% 12,529,509
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,116,075,743 1.13% 11,875,673
Large FLOSSBACH VON STORCH SE $1,002,746,958 1.02% 10,669,791
Mega Legal & General Group Plc $946,581,971 0.96% 10,072,164
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $901,294,702 0.92% 9,590,282
Mega VANGUARD FIDUCIARY TRUST CO Bank $885,215,288 0.90% 9,419,188
Large BROWN ADVISORY INC $859,171,267 0.87% 9,142,065
Large Baird Financial Group, Inc. $793,695,025 0.81% 8,445,361
Large BAMCO INC /NY/ $701,496,417 0.71% 7,464,316
Mega Nuveen, LLC $564,696,591 0.57% 6,008,689
Mega ENVESTNET ASSET MANAGEMENT INC $528,447,942 0.54% 5,622,983
Mega TWO SIGMA INVESTMENTS, LP $503,760,900 0.51% 5,360,299
Mid Allen Investment Management, LLC $500,767,731 0.51% 5,328,450
Mega DEUTSCHE BANK AG\ Bank $499,353,888 0.51% 5,313,406
Mega ROYAL BANK OF CANADA Bank $457,048,133 0.46% 4,863,249
Mid Ruane, Cunniff & Goldfarb L.P. $443,095,024 0.45% 4,714,780
Mega National Pension Service Pension $421,416,657 0.43% 4,484,110
Mega BARCLAYS PLC $390,095,189 0.40% 4,150,832
Mega Clearbridge Investments, LLC $371,899,723 0.38% 3,957,222
Large FARALLON CAPITAL MANAGEMENT LLC $371,752,644 0.38% 3,955,657
Mid YACKTMAN ASSET MANAGEMENT LP $366,978,366 0.37% 3,904,856
Mega Mitsubishi UFJ Asset Management Co., Ltd. $357,682,617 0.36% 3,805,944
Mid PROVIDENT TRUST CO Bank $347,991,493 0.35% 3,702,825
Mega NORDEA INVESTMENT MANAGEMENT AB $345,102,453 0.35% 3,672,084
Mega Vanguard Global Advisers, LLC $344,050,818 0.35% 3,660,894
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $340,154,877 0.35% 3,619,439
Mega WELLS FARGO & COMPANY/MN $336,062,798 0.34% 3,575,897
Large LONDON CO OF VIRGINIA $335,440,934 0.34% 3,569,280
Small RPTC Inc. $331,044,643 0.34% 3,522,501
Mid FIDUCIARY MANAGEMENT INC /WI/ $325,689,663 0.33% 3,465,521
Mega HSBC HOLDINGS PLC $321,791,651 0.33% 3,424,044
Mega FIRST TRUST ADVISORS LP $317,387,846 0.32% 3,377,185
Mega BNP PARIBAS ARBITRAGE, SA $314,790,145 0.32% 3,349,544
Large LORD, ABBETT & CO. LLC $310,999,649 0.32% 3,309,211
Large Newlands Management Operations LLC $300,375,680 0.31% 3,196,166
Mega California Public Employees Retirement System Pension $284,422,669 0.29% 3,026,417
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $277,436,290 0.28% 2,952,078
Mid TIMUCUAN ASSET MANAGEMENT INC/FL $277,145,798 0.28% 2,948,987
Large VOYA INVESTMENT MANAGEMENT LLC $273,928,768 0.28% 2,914,756
Mega VANGUARD ASSET MANAGEMENT, Ltd $273,662,617 0.28% 2,911,924
Mega RHUMBLINE ADVISERS $271,670,053 0.28% 2,890,722
Large LAZARD ASSET MANAGEMENT LLC $269,141,332 0.27% 2,863,815
Mega PRINCIPAL FINANCIAL GROUP INC $268,004,644 0.27% 2,851,720
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $261,876,397 0.27% 2,786,512
Mega BANK OF MONTREAL /CAN/ Bank $259,975,085 0.26% 2,766,281
Large GENERATION INVESTMENT MANAGEMENT LLP $257,853,207 0.26% 2,743,703
Mega NEUBERGER BERMAN GROUP LLC $257,274,572 0.26% 2,737,546
Mega RAYMOND JAMES FINANCIAL INC $256,770,556 0.26% 2,732,183
Mega D. E. Shaw & Co., Inc. $245,834,105 0.25% 2,615,813
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $244,245,373 0.25% 2,598,908
Mega AMERICAN CENTURY COMPANIES INC $242,662,562 0.25% 2,582,066
Large NATIXIS ADVISORS, LLC $242,331,470 0.25% 2,578,543
Mega CITADEL ADVISORS LLC $239,437,356 0.24% 2,547,748
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $238,841,899 0.24% 2,541,412
Large Ensign Peak Advisors, Inc $226,156,103 0.23% 2,406,428
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $221,961,964 0.23% 2,361,800
Large D1 Capital Partners L.P. $221,547,512 0.23% 2,357,390
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $218,277,948 0.22% 2,322,600
Large US BANCORP \DE\ Bank $215,150,950 0.22% 2,289,327
Large Focus Partners Wealth $211,846,144 0.22% 2,254,162
Mid Darsana Capital Partners LP $211,455,000 0.21% 2,250,000
Large Allianz Asset Management GmbH $202,291,949 0.21% 2,152,500
Large Mariner, LLC $199,362,686 0.20% 2,121,331
Large Assenagon Asset Management S.A. $192,960,487 0.20% 2,053,208
Large Russell Investments Group, Ltd. $192,410,879 0.20% 2,047,360
Mid BECK MACK & OLIVER LLC $192,038,262 0.20% 2,043,395
Large Qube Research & Technologies Ltd $192,020,499 0.20% 2,043,206
Large CIBC Bancorp USA Inc. Bank $191,616,291 0.19% 2,038,905
Mega CITIGROUP INC $180,825,600 0.18% 1,924,086
Large SEI INVESTMENTS CO $180,817,989 0.18% 1,924,005
Large Bank Julius Baer & Co. Ltd, Zurich Bank $179,949,802 0.18% 1,914,767
Mega VAN ECK ASSOCIATES CORP $174,449,905 0.18% 1,856,245
Mega LPL Financial LLC $168,573,899 0.17% 1,793,721
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $168,314,890 0.17% 1,790,965
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $167,095,970 0.17% 1,777,995
Mid Mondrian Investment Partners LTD $161,399,184 0.16% 1,717,378
Large JONES FINANCIAL COMPANIES LLLP $160,019,181 0.16% 1,702,694
Large DANSKE BANK A/S Bank $158,482,983 0.16% 1,686,348
Mid Route One Investment Company, L.P. $158,097,197 0.16% 1,682,243
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $156,602,539 0.16% 1,666,339
Mid Avantyr Capital Partners, LP $152,641,470 0.16% 1,624,191
Mid CapitalatWork S.A. $146,309,943 0.15% 1,556,820
Mid Giverny Capital Inc. $144,372,639 0.15% 1,536,206
Mega CITADEL ADVISORS LLC $143,958,564 0.15% 1,531,800
Large SG Americas Securities, LLC Broker-Dealer $141,759,150 0.14% 1,508,397
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $139,963,756 0.14% 1,489,293
Large AVIVA PLC $138,966,534 0.14% 1,478,682
Mega JANE STREET GROUP, LLC $137,703,536 0.14% 1,465,243
Large Aberdeen Group plc $135,584,381 0.14% 1,442,694

Report a Problem

Category
Description
Email (optional, for follow-up)