Schwab (charles)SCHW
13F holders, Q1 2024 (March 31)1,876holders
15famous investors
$72.31avg. 13F price*
At the end of Q1 2024, 1,876 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings. The largest holders were Toronto Dominion Bank ($16.4B), Vanguard Group Inc. ($8.8B) and BlackRock Inc. ($7.2B). 15 famous investors held it, including Stephen Yacktman (4.1% of Yacktman Asset Management's portfolio), Bill Nygren (2.7% of Harris Associates (Oakmark Funds)'s portfolio) and Francois Rochon (2.5% of Giverny Capital'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 145 | $402.8M |
| Exits | 145 | $417.3M |
Ownership 1,876 holders
| Toronto Dominion Bank | 25.63% | Add +0.0% | 226,085,359 | $16.4B |
| Vanguard Group Inc. | 0.17% | Add +0.9% | 120,963,133 | $8.8B |
| BlackRock Inc. | 0.17% | Add +4.6% | 99,536,627 | $7.2B |
| Dodge & Cox | 3.63% | Reduce -0.1% | 86,297,094 | $6.2B |
| T. Rowe Price Associates Inc. | 0.64% | Add +4.3% | 72,306,560 | $5.2B |
| State Street Corp. | 0.20% | Add +0.3% | 61,539,248 | $4.5B |
| JPMorgan Chase & Co. | 0.26% | Reduce -6.5% | 40,834,832 | $3.0B |
| Massachusetts Financial Services Co. | 0.67% | Reduce -0.8% | 30,753,371 | $2.2B |
| Geode Capital Management, LLC | 0.19% | Add +3.2% | 29,043,523 | $2.1B |
| Morgan Stanley | 0.14% | Reduce -6.6% | 23,289,117 | $1.7B |
| Harris Associates (Oakmark Funds) | 2.66% | Add +19.4% | 22,773,650 | $1.6B |
| Franklin Resources Inc. | 0.45% | Add +106.0% | 19,511,114 | $1.4B |
| Bank of America Corp. | 0.14% | Add +31.1% | 19,257,316 | $1.4B |
| Fisher Asset Management | 0.65% | Add +2.9% | 19,159,739 | $1.4B |
| Alliancebernstein L.P. | 0.43% | Reduce -9.7% | 16,950,794 | $1.2B |
| Flossbach Von Storch SE | 4.51% | Reduce -17.2% | 14,295,917 | $1.0B |
| Northern Trust Corp. | 0.18% | Reduce -5.6% | 14,285,130 | $1.0B |
| Norges Bank | 0.16% | Add +1.8% | 14,054,175 | $1.0B |
| Invesco Ltd. | 0.22% | Reduce -3.5% | 13,836,164 | $1.0B |
| Nuveen Asset Management, LLC | 0.28% | Reduce -5.3% | 13,105,294 | $948.1M |
| Artisan Partners Limited Partnership | 1.37% | Add +42.1% | 12,992,898 | $939.9M |
| Bank of New York Mellon Corp | 0.15% | Reduce -4.5% | 11,101,299 | $803.1M |
| Wellington Management Group LLP | 0.14% | Reduce -6.7% | 10,886,138 | $787.5M |
| Goldman Sachs Group Inc. | 0.14% | Add +4.2% | 9,440,828 | $682.9M |
| Ameriprise Financial Inc. | 0.19% | Add +12.2% | 9,310,986 | $673.6M |
| Generation Investment Management LLP | 2.80% | Add +6.4% | 8,486,899 | $613.9M |
| Legal & General Group Plc | 0.18% | Reduce -0.5% | 8,470,439 | $612.7M |
| Janus Henderson Group PLC | 0.33% | Reduce -1.3% | 8,461,082 | $612.1M |
| Allen Investment Management, LLC | 7.68% | Reduce -0.3% | 8,460,879 | $612.1M |
| Ruane, Cunniff & Goldfarb L.P. | 9.13% | Reduce -4.0% | 8,132,643 | $588.3M |
| Charles Schwab Investment Management Inc. | 0.13% | Add +2.0% | 7,666,283 | $554.6M |
| Baron Capital (BAMCO) | 1.43% | Reduce -8.6% | 7,432,213 | $537.6M |
| Royal Bank of Canada | 0.13% | Add +6.6% | 7,414,712 | $536.4M |
| Lazard Asset Management LLC | 0.70% | Add +8.9% | 7,305,050 | $528.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.18% | Reduce -10.6% | 7,104,251 | $513.9M |
| Deutsche Bank AG | 0.23% | Reduce -11.2% | 6,693,762 | $484.2M |
| Principal Financial Group Inc. | 0.27% | Add +8.3% | 6,297,189 | $455.5M |
| Yacktman Asset Management | 4.09% | Reduce -0.6% | 6,280,994 | $454.4M |
| Barclays PLC | 0.20% | Add +45.8% | 6,042,873 | $437.1M |
| Baird Financial Group, Inc. | 0.88% | Add +4.3% | 5,778,414 | $418.0M |
| Ensign Peak Advisors, Inc | 0.76% | Reduce -2.1% | 5,722,368 | $414.0M |
| Van Eck Associates Corp. | 0.62% | Add +5.3% | 5,671,630 | $410.3M |
| Envestnet Asset Management Inc. | 0.15% | Add +13.5% | 5,448,160 | $394.1M |
| London Co. of Virginia | 2.07% | Reduce -2.8% | 5,437,183 | $393.3M |
| Boston Partners | 0.47% | Add +21.2% | 5,395,138 | $390.9M |
| Theleme Partners LLP | 20.15% | Reduce -9.9% | 5,070,545 | $366.8M |
| Schroder Investment Management Group | 0.42% | Reduce -9.1% | 4,940,526 | $357.4M |
| Millennium Management | 0.31% | Add +469.7% | 4,839,229 | $350.1M |
| Amundi | 0.15% | Reduce -15.9% | 4,775,320 | $348.3M |
| Fiduciary Management Inc. | 3.10% | Reduce -6.8% | 4,807,858 | $347.8M |
| UBS Group AG | 0.11% | Add +146.1% | 4,647,094 | $336.2M |
| Dimensional Fund Advisors LP | 0.09% | Add +0.9% | 4,594,139 | $332.3M |
| Provident Trust Co. | 5.74% | Add +2.0% | 4,269,180 | $308.8M |
| Truist Financial Corp. | 0.47% | Reduce -0.9% | 4,262,619 | $308.4M |
| Brown Advisory Inc. | 0.41% | Reduce -3.8% | 4,224,442 | $305.6M |
| Lord, Abbett & Co. LLC | 0.95% | Add +3.0% | 4,062,060 | $293.8M |
| Wells Fargo & Company | 0.07% | Add +5.4% | 3,888,831 | $281.3M |
| RPTC Inc. | 58.40% | No change | 3,822,501 | $276.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.19% | Add +0.2% | 3,769,682 | $272.7M |
| Citadel Advisors | 0.27% | Add +34.7% | 3,721,484 | $269.2M |
| American Century Companies Inc. | 0.16% | Add +5.5% | 3,602,150 | $260.6M |
| First Eagle Investment Management, LLC | 0.59% | Add +0.2% | 3,579,105 | $258.9M |
| FMR LLC | 0.02% | Add +2.7% | 3,530,583 | $255.4M |
| Timucuan Asset Management Inc. | 7.92% | Add +3.2% | 3,242,300 | $234.5M |
| Newlands Management Operations LLC | 1.87% | No change | 3,196,166 | $231.2M |
| Clearbridge Investments, LLC | 0.18% | Reduce -2.9% | 3,192,696 | $231.0M |
| New York State Common Retirement Fund | 0.30% | Reduce -0.5% | 3,159,177 | $228.5M |
| Rhumbline Advisers | 0.20% | Reduce -3.0% | 2,930,047 | $212.0M |
| Findlay Park Partners LLP | 1.90% | Reduce -1.7% | 2,868,488 | $207.5M |
| HSBC Holdings PLC | 0.14% | Add +15.6% | 2,744,871 | $198.5M |
| Intermede Investment Partners Ltd | 4.03% | Reduce -12.1% | 2,732,141 | $197.6M |
| California Public Employees Retirement System | 0.13% | Reduce -2.7% | 2,617,556 | $189.4M |
| US Bancorp \de | 0.26% | Reduce -1.5% | 2,543,475 | $184.0M |
| Morningstar Investment Services LLC | 2.02% | Reduce -45.8% | 2,541,699 | $184.0M |
| Route One Investment Company, L.P. | 7.17% | Reduce -10.5% | 2,504,643 | $181.2M |
| Bank of Montreal | 0.06% | Reduce -15.3% | 2,458,043 | $178.1M |
| Credit Suisse AG/ | 0.17% | Reduce -12.6% | 2,438,515 | $176.4M |
| California State Teachers Retirement System | 0.22% | Add +0.6% | 2,423,992 | $175.4M |
| National Pension Service | 0.21% | Add +1.9% | 2,399,321 | $173.6M |
| NorthCoast Asset Management LLC | 2.13% | Add +0.3% | 2,306,963 | $166.9M |
| Cooke & Bieler LP | 1.51% | Reduce -8.2% | 2,262,033 | $163.6M |
| DSM Capital Partners LLC | 2.16% | Reduce -1.1% | 2,187,023 | $158.2M |
| APG Asset Management N.V. | 0.27% | Reduce -0.6% | 2,309,326 | $154.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.17% | Add +160.5% | 2,089,427 | $151.1M |
| Manufacturers Life Insurance Company, The | 0.14% | Reduce -7.5% | 2,067,749 | $149.6M |
| Beck Mack & Oliver LLC | 3.02% | Add +6.8% | 2,059,217 | $149.0M |
| Russell Investments Group, Ltd. | 0.23% | Reduce -6.9% | 2,012,272 | $145.6M |
| Thrivent Financial for Lutherans | 0.28% | Reduce -1.4% | 1,924,392 | $139.2M |
| Blair William & Co. | 0.44% | Reduce -3.1% | 1,917,331 | $138.7M |
| Parnassus Investments, LLC | 0.29% | No change | 1,868,905 | $135.2M |
| North Peak Capital Management, LLC | 14.77% | Reduce -24.8% | 1,837,257 | $132.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.18% | Add +19.5% | 1,766,873 | $127.8M |
| BNP Paribas Financial Markets | 0.16% | Add +13.9% | 1,761,219 | $127.4M |
| Liontrust Investment Partners LLP | 1.77% | Reduce -30.7% | 1,760,044 | $127.3M |
| HS Management Partners, LLC | 5.72% | Reduce -29.0% | 1,726,550 | $124.9M |
| CIBC Private Wealth Group LLC | 0.24% | Reduce -25.3% | 1,718,575 | $124.4M |
| Raymond James & Associates | 0.08% | Add +10.2% | 1,707,756 | $123.5M |
| Aberdeen Group plc | 0.24% | Add +0.5% | 1,693,065 | $122.5M |
| Citigroup Inc. | 0.13% | Reduce -21.7% | 1,647,495 | $119.2M |
| CapitalatWork S.A. | 3.74% | Add +3.6% | 1,542,475 | $111.6M |
"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.