Schwab (charles)SCHW
13F holders, Q2 2026 (June 30)2,317holders −22
146new positions
156sold out
19famous investors
$92.85avg. 13F price*
At the end of Q2 2026, 2,317 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, down 22 from Q1 2026. 146 opened new positions and 156 sold out. The largest holders were BlackRock, Inc. ($12.4B), Vanguard Capital Management LLC ($9.9B) and Dodge & Cox ($7.1B). 19 famous investors held it, including Francois Rochon (5.2% of Giverny Capital's portfolio), Stephen Yacktman (4.7% of Yacktman Asset Management's portfolio) and Bill Nygren (3.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- Schwab (charles) Corp.
- Sector
- Finance
- CUSIP
- 808513105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 146 | $581.0M |
| Exits | 156 | $1.3B |
All 13F filers, Q1 2026 → Q2 2026: 109,475,690 shares bought and 102,813,420 shares sold, net +6,662,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,317 holders
| BlackRock, Inc. | 0.18% | Add +0.9% | 134,414,949 | $12.4B |
| Vanguard Capital Management LLC | 0.21% | Reduce -0.9% | 107,329,957 | $9.9B |
| Dodge & Cox | 3.72% | Add +2.6% | 76,968,323 | $7.1B |
| State Street Corp. | 0.20% | Add +0.6% | 73,174,188 | $6.8B |
| JPMorgan Chase & Co. | 0.26% | Reduce -33.4% | 49,165,186 | $4.5B |
| FMR LLC | 0.18% | Add +24.0% | 44,265,455 | $4.1B |
| T. Rowe Price Associates Inc. | 0.40% | Reduce -11.0% | 43,292,139 | $4.0B |
| Geode Capital Management, LLC | 0.18% | Reduce -3.6% | 37,293,274 | $3.4B |
| Franklin Resources Inc. | 0.74% | Add +14.6% | 36,476,735 | $3.4B |
| Vanguard Portfolio Management LLC | 0.11% | Add +1.2% | 26,889,062 | $2.5B |
| Primecap Management Co. | 1.37% | Add +7.2% | 25,120,895 | $2.3B |
| Harris Associates (Oakmark Funds) | 2.97% | Add +10.9% | 24,201,471 | $2.2B |
| Massachusetts Financial Services Co. | 0.68% | Reduce -8.0% | 13,356,306 | $2.1B |
| Morgan Stanley | 0.11% | Add +3.5% | 22,793,553 | $2.1B |
| Norges Bank | 0.21% | — | 22,658,390 | $2.1B |
| Fisher Asset Management | 0.60% | Reduce -1.2% | 21,952,062 | $2.0B |
| Artisan Partners Limited Partnership | 2.85% | Add +8.5% | 18,930,716 | $1.7B |
| Bank of America Corp. | 0.10% | Add +2.4% | 15,993,144 | $1.5B |
| Northern Trust Corp. | 0.17% | Reduce -2.5% | 15,952,492 | $1.5B |
| Invesco Ltd. | 0.10% | Reduce -22.8% | 13,090,710 | $1.2B |
| Goldman Sachs Group Inc. | 0.12% | Add +11.2% | 12,649,537 | $1.2B |
| Ameriprise Financial Inc. | 0.23% | Add +42.8% | 12,530,896 | $1.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.20% | Reduce -0.3% | 11,843,766 | $1.1B |
| Baron Capital (BAMCO) | 1.61% | Add +56.1% | 11,655,694 | $1.1B |
| Alliancebernstein L.P. | 0.35% | Reduce -10.4% | 11,226,699 | $1.1B |
| Flossbach Von Storch SE | 4.47% | Add +0.3% | 10,706,944 | $987.9M |
| Viking Global Investors | 2.80% | Reduce -27.4% | 10,638,869 | $981.6M |
| Bank of New York Mellon Corp | 0.16% | Reduce -35.1% | 10,489,297 | $967.8M |
| UBS Group AG | 0.14% | Add +66.4% | 9,616,749 | $887.3M |
| Charles Schwab Investment Management Inc. | 0.12% | Reduce -1.2% | 9,472,684 | $874.0M |
| Legal & General Group Plc | 0.18% | Reduce -6.6% | 9,403,634 | $867.7M |
| Brown Advisory Inc. | 1.33% | Add +1.9% | 9,318,993 | $859.9M |
| Vanguard Fiduciary Trust Co. | 0.19% | Reduce -2.2% | 9,209,119 | $849.7M |
| Baird Financial Group, Inc. | 1.11% | Add +3.3% | 8,722,348 | $804.8M |
| Two Sigma Investments, LP | 0.61% | Add +57.2% | 8,425,755 | $777.4M |
| Wellington Management Group LLP | 0.13% | Add +1738.3% | 7,971,114 | $735.5M |
| Arrowstreet Capital, Limited Partnership | 0.31% | Add +158.5% | 7,632,441 | $704.2M |
| Amundi | 0.15% | Add +22.6% | 6,850,758 | $632.1M |
| Deutsche Bank AG | 0.18% | Add +25.3% | 6,656,381 | $614.2M |
| Dimensional Fund Advisors LP | 0.11% | Add +9.9% | 6,309,493 | $582.1M |
| Nuveen, LLC | 0.13% | Reduce -2.0% | 5,886,128 | $543.1M |
| D. E. Shaw & Co. | 0.35% | Add +121.0% | 5,779,607 | $533.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.60% | Add +430.4% | 5,703,361 | $526.2M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -0.9% | 5,571,968 | $514.1M |
| Royal Bank of Canada | 0.08% | Add +7.0% | 5,204,548 | $480.2M |
| American Century Companies Inc. | 0.20% | Add +91.2% | 4,935,492 | $455.4M |
| First Trust Advisors LP | 0.26% | Add +42.0% | 4,795,131 | $442.4M |
| Nordea Investment Management AB | 0.36% | Add +28.1% | 4,704,530 | $436.5M |
| Ruane, Cunniff & Goldfarb L.P. | 6.56% | Reduce -3.0% | 4,571,355 | $421.8M |
| National Pension Service | 0.27% | Add +0.7% | 4,513,138 | $416.4M |
| Yacktman Asset Management | 4.68% | Add +5.0% | 4,101,552 | $378.5M |
| AQR Capital Management | 0.13% | Add +100.8% | 4,025,866 | $371.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.21% | Add +5.5% | 4,017,116 | $370.7M |
| Allianz Asset Management GmbH | 0.33% | Add +77.2% | 3,813,514 | $351.9M |
| Provident Trust Co. | 7.19% | Add +0.4% | 3,716,441 | $342.9M |
| Barclays PLC | 0.11% | Reduce -11.9% | 3,656,904 | $337.4M |
| HSBC Holdings PLC | 0.16% | Add +5.2% | 3,601,248 | $332.4M |
| Capital International Investors | 0.07% | Add +3.6% | 3,602,660 | $332.4M |
| Vanguard Global Advisers, LLC | 0.15% | Reduce -3.5% | 3,534,048 | $326.1M |
| RPTC Inc. | 54.74% | No change | 3,522,501 | $325.0M |
| BNP Paribas Financial Markets | 0.17% | Add +4.0% | 3,483,025 | $321.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.18% | Reduce -2.6% | 3,460,277 | $319.3M |
| London Co. of Virginia | 1.82% | Reduce -3.3% | 3,452,804 | $318.6M |
| Van Eck Associates Corp. | 0.19% | Add +85.2% | 3,438,308 | $317.3M |
| Allen Investment Management, LLC | 3.74% | Reduce -35.9% | 3,414,852 | $315.1M |
| Citadel Advisors | 0.18% | Add +33.7% | 3,406,215 | $314.3M |
| Lazard Asset Management LLC | 0.47% | Add +16.9% | 3,346,506 | $308.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.20% | Add +10.5% | 3,216,537 | $296.8M |
| Wells Fargo & Company | 0.05% | Reduce -10.8% | 3,189,572 | $294.3M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -11.9% | 3,187,265 | $294.1M |
| Raymond James Financial Inc. | 0.08% | Add +12.9% | 3,083,888 | $284.6M |
| California Public Employees Retirement System | 0.16% | Reduce -1.3% | 2,986,999 | $275.6M |
| Timucuan Asset Management Inc. | 9.97% | Reduce -0.4% | 2,936,893 | $271.0M |
| Rhumbline Advisers | 0.19% | Reduce -3.7% | 2,784,184 | $256.9M |
| Principal Financial Group Inc. | 0.12% | Reduce -3.9% | 2,741,997 | $253.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.47% | Add +30.0% | 2,681,578 | $247.4M |
| Prudential Financial Inc. | 0.26% | Add +2.9% | 2,604,455 | $240.3M |
| Neuberger Berman Group LLC | 0.16% | Reduce -6.6% | 2,557,515 | $235.7M |
| Fort Washington Investment Advisors Inc. | 1.18% | Add +0.3% | 2,550,333 | $235.3M |
| Bank of Montreal | 0.09% | Reduce -8.2% | 2,538,664 | $234.2M |
| California State Teachers Retirement System | 0.21% | Reduce -2.7% | 2,529,153 | $233.4M |
| Focus Partners Wealth | 0.24% | Add +10.8% | 2,498,544 | $230.5M |
| D1 Capital Partners | 0.65% | Add +4.6% | 2,466,590 | $227.6M |
| SG Americas Securities, LLC | 0.13% | Add +59.7% | 2,408,804 | $222.3M |
| Mariner, LLC | 0.23% | Add +12.0% | 2,375,832 | $219.2M |
| Fiduciary Management Inc. | 3.01% | Reduce -33.8% | 2,295,743 | $211.8M |
| US Bancorp \de | 0.23% | Reduce -0.0% | 2,289,104 | $211.2M |
| Ensign Peak Advisors, Inc | 0.35% | Reduce -5.4% | 2,277,340 | $210.1M |
| Clearbridge Investments, LLC | 0.17% | Reduce -42.8% | 2,262,374 | $208.7M |
| Natixis Advisors, LLC | 0.23% | Reduce -12.7% | 2,252,011 | $207.8M |
| Darsana Capital Partners LP | 0.93% | No change | 2,250,000 | $207.6M |
| Russell Investments Group, Ltd. | 0.18% | Add +8.6% | 2,223,546 | $204.8M |
| Lord, Abbett & Co. LLC | 0.61% | Reduce -33.1% | 2,213,960 | $204.3M |
| Route One Investment Company, L.P. | 8.36% | Add +30.2% | 2,189,893 | $202.1M |
| Jane Street Group, LLC | 0.13% | Add +48.8% | 2,180,123 | $201.2M |
| Citigroup Inc. | 0.09% | Add +11.9% | 2,152,238 | $198.6M |
| Caisse de depot et placement du Quebec | 0.28% | Add +833.1% | 2,119,943 | $195.6M |
| Jupiter Topco LLC | 0.08% | — | 2,113,238 | $195.0M |
| Man Group plc | 0.35% | Add +224.4% | 2,063,766 | $190.4M |
| Qube Research & Technologies Ltd | 0.21% | Reduce -0.3% | 2,037,800 | $188.0M |
"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.