Schwab (charles)SCHW
13F holders, Q1 2025 (March 31)2,029holders +38
183new positions
137sold out
20famous investors
$78.24avg. 13F price*
At the end of Q1 2025, 2,029 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 38 from Q4 2024. 183 opened new positions and 137 sold out. The largest holders were Vanguard Group Inc. ($11.6B), BlackRock, Inc. ($9.6B) and Dodge & Cox ($6.9B). 20 famous investors held it, including Daniel Sundheim (5.2% of D1 Capital Partners's portfolio), Stephen Yacktman (4.8% of Yacktman Asset Management's portfolio) and Andreas Halvorsen (4.4% of Viking Global Investors's portfolio).
- Company
- Schwab (charles) Corp.
- Sector
- Finance
- CUSIP
- 808513105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 183 | $2.0B |
| Exits | 137 | $1.1B |
All 13F filers, Q4 2024 → Q1 2025: 251,186,552 shares bought and 225,153,316 shares sold, net +26,033,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,029 holders
| Vanguard Group Inc. | 0.21% | Add +15.4% | 148,395,252 | $11.6B |
| BlackRock, Inc. | 0.20% | Add +17.2% | 122,859,627 | $9.6B |
| Dodge & Cox | 3.96% | Reduce -0.7% | 88,750,655 | $6.9B |
| T. Rowe Price Associates Inc. | 0.79% | Add +12.3% | 82,048,984 | $6.4B |
| State Street Corp. | 0.23% | Add +13.4% | 71,933,290 | $5.6B |
| JPMorgan Chase & Co. | 0.32% | Add +10.4% | 54,160,220 | $4.2B |
| Geode Capital Management, LLC | 0.22% | Add +17.6% | 36,342,807 | $2.8B |
| FMR LLC | 0.16% | Add +229.7% | 31,978,690 | $2.5B |
| Franklin Resources Inc. | 0.67% | Add +20.7% | 29,220,312 | $2.3B |
| Harris Associates (Oakmark Funds) | 3.63% | Reduce -0.3% | 27,612,443 | $2.2B |
| Norges Bank | 0.27% | Add +38.6% | 24,150,274 | $1.9B |
| Morgan Stanley | 0.12% | Reduce -4.4% | 21,431,709 | $1.7B |
| Fisher Asset Management | 0.72% | Add +3.5% | 21,165,163 | $1.7B |
| Massachusetts Financial Services Co. | 0.53% | Reduce -6.7% | 20,527,113 | $1.6B |
| Citadel Advisors | 1.59% | Add +879.8% | 20,502,737 | $1.6B |
| Artisan Partners Limited Partnership | 2.25% | Reduce -2.1% | 17,749,859 | $1.4B |
| Viking Global Investors | 4.41% | Add +20.9% | 17,716,717 | $1.4B |
| Northern Trust Corp. | 0.20% | Add +10.8% | 17,440,301 | $1.4B |
| Alliancebernstein L.P. | 0.48% | Add +16.0% | 17,115,759 | $1.3B |
| Bank of America Corp. | 0.11% | Add +19.3% | 15,979,432 | $1.3B |
| Invesco Ltd. | 0.23% | Add +5.0% | 15,586,450 | $1.2B |
| Wellington Management Group LLP | 0.23% | Add +595.7% | 15,488,777 | $1.2B |
| Generation Investment Management LLP | 6.77% | Add +6.2% | 14,327,559 | $1.1B |
| Primecap Management Co. | 0.91% | Add +229.3% | 14,002,078 | $1.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.26% | Add +10.1% | 12,833,440 | $1.0B |
| Bank of New York Mellon Corp | 0.17% | Add +5.9% | 11,056,953 | $865.5M |
| Flossbach Von Storch SE | 3.67% | Add +0.7% | 10,810,644 | $846.3M |
| UBS Group AG | 0.18% | Add +92.6% | 10,141,131 | $793.8M |
| Ameriprise Financial Inc. | 0.21% | Add +0.4% | 9,762,382 | $764.7M |
| Charles Schwab Investment Management Inc. | 0.14% | Add +15.1% | 9,357,890 | $732.5M |
| Legal & General Group Plc | 0.18% | Add +8.2% | 8,678,596 | $679.4M |
| Allen Investment Management, LLC | 7.50% | Reduce -0.3% | 8,208,961 | $642.6M |
| D. E. Shaw & Co. | 0.79% | Add +163.8% | 7,917,642 | $619.8M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -5.4% | 7,852,679 | $614.7M |
| Lazard Asset Management LLC | 0.98% | Reduce -0.4% | 7,425,761 | $581.3M |
| Baron Capital (BAMCO) | 1.66% | Add +0.1% | 7,224,168 | $565.5M |
| Baird Financial Group, Inc. | 1.04% | Add +6.0% | 6,904,327 | $540.5M |
| Millennium Management | 0.54% | Add +15.3% | 6,848,198 | $536.1M |
| Ruane, Cunniff & Goldfarb L.P. | 9.61% | Reduce -2.1% | 6,761,375 | $529.3M |
| Janus Henderson Group PLC | 0.29% | Add +4.6% | 6,779,383 | $527.5M |
| Principal Financial Group Inc. | 0.29% | Add +2.8% | 6,550,544 | $512.8M |
| Brown Advisory Inc. | 0.72% | Add +37.4% | 6,454,052 | $505.2M |
| Envestnet Asset Management Inc. | 0.15% | Add +6.5% | 5,781,015 | $452.5M |
| Amundi | 0.16% | Add +29.6% | 6,030,362 | $451.5M |
| Nuveen, LLC | 0.13% | — | 5,629,779 | $440.7M |
| Dimensional Fund Advisors LP | 0.11% | Add +12.8% | 5,478,177 | $428.8M |
| Balyasny Asset Management L.P. | 1.05% | Add +2657.4% | 5,296,129 | $414.6M |
| Ensign Peak Advisors, Inc | 0.79% | Reduce -7.7% | 5,285,864 | $413.8M |
| Deutsche Bank AG | 0.16% | Reduce -2.8% | 5,126,807 | $401.3M |
| Boston Partners | 0.46% | New | 4,904,611 | $383.5M |
| Two Sigma Advisers, LP | 0.86% | Add +243.2% | 4,872,095 | $381.4M |
| Royal Bank of Canada | 0.08% | Reduce -23.2% | 4,812,900 | $376.8M |
| Yacktman Asset Management | 4.85% | Reduce -3.4% | 4,709,043 | $368.6M |
| Clearbridge Investments, LLC | 0.32% | Add +14.5% | 4,652,755 | $364.2M |
| Fiduciary Management Inc. | 3.50% | Reduce -3.1% | 4,631,869 | $362.6M |
| Arrowstreet Capital, Limited Partnership | 0.29% | Reduce -25.7% | 4,621,704 | $361.8M |
| Provident Trust Co. | 6.72% | Reduce -1.0% | 4,597,735 | $359.9M |
| London Co. of Virginia | 1.98% | Reduce -2.9% | 4,428,386 | $346.7M |
| D1 Capital Partners | 5.22% | New | 4,355,608 | $341.0M |
| Barclays PLC | 0.15% | Add +37.5% | 4,284,020 | $335.4M |
| BNP Paribas Financial Markets | 0.26% | Add +8.3% | 4,270,451 | $334.3M |
| Lord, Abbett & Co. LLC | 1.21% | Add +2.6% | 4,152,408 | $325.1M |
| HSBC Holdings PLC | 0.21% | Add +17.0% | 4,057,907 | $316.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.21% | Add +8.3% | 3,833,515 | $300.1M |
| Farallon Capital Management, L.L.C. | 1.62% | Add +20.9% | 3,832,857 | $300.0M |
| RPTC Inc. | 60.10% | No change | 3,822,501 | $299.2M |
| American Century Companies Inc. | 0.17% | Add +14.4% | 3,471,307 | $271.7M |
| Findlay Park Partners LLP | 2.73% | Add +1.4% | 3,393,169 | $265.6M |
| Route One Investment Company, L.P. | 11.25% | Add +3.0% | 3,373,943 | $264.1M |
| Timucuan Asset Management Inc. | 7.96% | Reduce -0.2% | 3,272,118 | $256.1M |
| Los Angeles Capital Management LLC | 1.12% | Add +172.6% | 3,239,897 | $253.6M |
| Newlands Management Operations LLC | 1.70% | No change | 3,196,166 | $250.2M |
| National Pension Service | 0.24% | Add +11.9% | 3,147,416 | $246.4M |
| California Public Employees Retirement System | 0.17% | Add +9.0% | 3,090,828 | $242.0M |
| Rhumbline Advisers | 0.23% | Add +11.2% | 3,083,586 | $241.4M |
| Macquarie Group Ltd. | 0.30% | Add +758.9% | 3,070,936 | $240.4M |
| PointState Capital LP | 5.30% | Reduce -4.5% | 3,060,536 | $239.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.22% | Add +25.1% | 3,051,717 | $238.9M |
| Canada Pension Plan Investment Board | 0.23% | Add +5.9% | 2,964,077 | $232.0M |
| Assenagon Asset Management S.A. | 0.41% | Add +96.9% | 2,951,680 | $231.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.27% | Reduce -0.2% | 2,921,030 | $228.7M |
| Neuberger Berman Group LLC | 0.19% | Add +67.5% | 2,856,294 | $223.6M |
| Wells Fargo & Company | 0.05% | Add +1.6% | 2,774,274 | $217.2M |
| NorthCoast Asset Management LLC | 1.06% | Reduce -8.5% | 2,681,809 | $209.9M |
| Point72 Asset Management | 0.61% | Add +199.3% | 2,654,931 | $207.8M |
| Nordea Investment Management AB | 0.22% | Add +1955.7% | 2,660,652 | $207.0M |
| California State Teachers Retirement System | 0.26% | Add +5.4% | 2,643,301 | $206.9M |
| Fort Washington Investment Advisors Inc. | 1.25% | Add +0.2% | 2,598,783 | $203.4M |
| New York State Common Retirement Fund | 0.29% | Add +19.0% | 2,505,407 | $196.1M |
| Raymond James Financial Inc. | 0.07% | Reduce -2.8% | 2,492,960 | $195.1M |
| US Bancorp \de | 0.26% | Add +1.8% | 2,479,809 | $194.1M |
| Van Eck Associates Corp. | 0.25% | Reduce -22.8% | 2,476,236 | $193.8M |
| Cooke & Bieler LP | 1.89% | Reduce -11.9% | 2,412,315 | $188.8M |
| AQR Capital Management | 0.19% | Add +694.1% | 2,358,310 | $182.7M |
| Veritas Asset Management LLP | 1.81% | Reduce -8.6% | 2,293,473 | $179.5M |
| Darsana Capital Partners LP | 5.12% | New | 2,250,000 | $176.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.56% | Add +13.8% | 2,206,206 | $172.3M |
| Citigroup Inc. | 0.13% | Add +90.7% | 2,190,253 | $171.5M |
| Adage Capital Partners Gp, L.L.C. | 0.32% | Add +56.3% | 2,184,039 | $171.0M |
| Beck Mack & Oliver LLC | 3.40% | Add +2.3% | 2,171,570 | $170.0M |
"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.