Schwab (charles)SCHW
13F holders, Q2 2025 (June 30)2,145holders +116
218new positions
101sold out
19famous investors
$91.14avg. 13F price*
At the end of Q2 2025, 2,145 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 116 from Q1 2025. 218 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($13.8B), BlackRock, Inc. ($11.7B) and Dodge & Cox ($7.7B). 19 famous investors held it, including Stephen Yacktman (5.6% of Yacktman Asset Management's portfolio), Francois Rochon (4.9% of Giverny Capital's portfolio) and Daniel Sundheim (4.5% of D1 Capital Partners'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 218 | $830.3M |
| Exits | 101 | $533.7M |
All 13F filers, Q1 2025 → Q2 2025: 96,467,587 shares bought and 108,317,697 shares sold, net −11,850,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,145 holders
| Vanguard Group Inc. | 0.22% | Add +1.9% | 151,182,081 | $13.8B |
| BlackRock, Inc. | 0.22% | Add +4.4% | 128,213,107 | $11.7B |
| Dodge & Cox | 4.32% | Reduce -5.0% | 84,357,885 | $7.7B |
| T. Rowe Price Associates Inc. | 0.78% | Reduce -8.8% | 74,835,769 | $6.8B |
| State Street Corp. | 0.25% | Add +0.7% | 72,464,619 | $6.6B |
| JPMorgan Chase & Co. | 0.44% | Add +30.4% | 70,604,230 | $6.4B |
| Geode Capital Management, LLC | 0.24% | Add +2.9% | 37,381,183 | $3.4B |
| FMR LLC | 0.18% | Add +8.1% | 34,579,061 | $3.2B |
| Franklin Resources Inc. | 0.74% | Add +2.8% | 30,035,937 | $2.7B |
| Morgan Stanley | 0.14% | Add +12.4% | 24,088,854 | $2.2B |
| Harris Associates (Oakmark Funds) | 3.41% | Reduce -16.8% | 22,969,673 | $2.1B |
| Fisher Asset Management | 0.77% | Add +1.0% | 21,376,690 | $2.0B |
| Norges Bank | 0.24% | Reduce -14.2% | 20,713,047 | $1.9B |
| Primecap Management Co. | 1.38% | Add +35.9% | 19,034,806 | $1.7B |
| Massachusetts Financial Services Co. | 0.53% | Reduce -10.3% | 18,405,261 | $1.7B |
| Artisan Partners Limited Partnership | 2.47% | Add +2.4% | 18,176,812 | $1.7B |
| Northern Trust Corp. | 0.21% | Reduce -1.9% | 17,107,674 | $1.6B |
| Viking Global Investors | 4.16% | Reduce -11.0% | 15,773,225 | $1.4B |
| Bank of America Corp. | 0.11% | Reduce -3.6% | 15,395,866 | $1.4B |
| Alliancebernstein L.P. | 0.46% | Reduce -10.2% | 15,374,233 | $1.4B |
| Invesco Ltd. | 0.24% | Reduce -2.6% | 15,175,398 | $1.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.26% | Add +11.8% | 14,343,788 | $1.3B |
| Bank of New York Mellon Corp | 0.24% | Add +28.3% | 14,182,132 | $1.3B |
| Generation Investment Management LLP | 8.05% | Reduce -3.1% | 13,885,456 | $1.3B |
| Wellington Management Group LLP | 0.21% | Reduce -19.6% | 12,448,953 | $1.1B |
| Brown Advisory Inc. | 1.46% | Add +88.4% | 12,162,260 | $1.1B |
| Flossbach Von Storch SE | 3.95% | Reduce -2.1% | 10,580,171 | $965.3M |
| Charles Schwab Investment Management Inc. | 0.15% | Add +1.2% | 9,472,454 | $864.3M |
| Ameriprise Financial Inc. | 0.21% | Reduce -6.2% | 9,162,235 | $836.0M |
| UBS Group AG | 0.17% | Reduce -10.7% | 9,053,713 | $826.1M |
| Goldman Sachs Group Inc. | 0.13% | Add +14.7% | 9,007,883 | $821.9M |
| Legal & General Group Plc | 0.19% | Reduce -1.3% | 8,569,949 | $781.9M |
| Allen Investment Management, LLC | 7.63% | Reduce -6.5% | 7,672,993 | $700.1M |
| Baird Financial Group, Inc. | 1.17% | Add +5.7% | 7,294,943 | $665.6M |
| Baron Capital (BAMCO) | 1.74% | Reduce -2.4% | 7,051,368 | $643.4M |
| Lazard Asset Management LLC | 0.96% | Reduce -7.2% | 6,889,739 | $628.6M |
| Ruane, Cunniff & Goldfarb L.P. | 10.32% | Reduce -2.4% | 6,598,822 | $602.1M |
| Royal Bank of Canada | 0.11% | Add +33.5% | 6,425,312 | $586.2M |
| Janus Henderson Group PLC | 0.28% | Reduce -6.2% | 6,360,756 | $580.3M |
| Deutsche Bank AG | 0.21% | Add +23.6% | 6,338,971 | $578.4M |
| Principal Financial Group Inc. | 0.30% | Reduce -3.6% | 6,314,824 | $576.2M |
| Envestnet Asset Management Inc. | 0.16% | Add +7.1% | 6,189,664 | $564.7M |
| Nuveen, LLC | 0.15% | Add +2.4% | 5,766,700 | $526.2M |
| Amundi | 0.18% | Reduce -4.8% | 5,744,025 | $524.7M |
| Two Sigma Advisers, LP | 1.06% | Add +15.8% | 5,644,295 | $515.0M |
| Dimensional Fund Advisors LP | 0.12% | Add +0.7% | 5,518,101 | $503.4M |
| Ensign Peak Advisors, Inc | 0.74% | Reduce -10.1% | 4,750,606 | $433.4M |
| Clearbridge Investments, LLC | 0.35% | Add +0.0% | 4,653,846 | $424.6M |
| Arrowstreet Capital, Limited Partnership | 0.30% | Reduce -0.0% | 4,620,554 | $421.6M |
| Provident Trust Co. | 7.61% | Reduce -0.5% | 4,576,369 | $417.5M |
| Yacktman Asset Management | 5.60% | Reduce -3.0% | 4,565,374 | $416.5M |
| Fiduciary Management Inc. | 3.84% | Reduce -5.3% | 4,385,494 | $400.1M |
| London Co. of Virginia | 2.23% | Reduce -2.4% | 4,323,063 | $394.4M |
| Boston Partners | 0.43% | Reduce -13.9% | 4,223,094 | $386.5M |
| Lord, Abbett & Co. LLC | 1.26% | Reduce -1.8% | 4,078,410 | $372.1M |
| Barclays PLC | 0.15% | Reduce -6.0% | 4,026,857 | $367.4M |
| Canada Pension Plan Investment Board | 0.31% | Add +33.7% | 3,963,095 | $361.6M |
| Farallon Capital Management, L.L.C. | 1.65% | Add +3.3% | 3,959,057 | $361.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.22% | Add +2.2% | 3,917,265 | $357.4M |
| National Pension Service | 0.30% | Add +22.0% | 3,840,019 | $350.4M |
| RPTC Inc. | 61.30% | No change | 3,822,501 | $348.8M |
| D1 Capital Partners | 4.46% | Reduce -19.1% | 3,523,904 | $321.5M |
| HSBC Holdings PLC | 0.20% | Reduce -15.8% | 3,418,918 | $311.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.24% | Add +7.4% | 3,277,467 | $299.0M |
| Timucuan Asset Management Inc. | 8.53% | Reduce -2.3% | 3,196,830 | $291.7M |
| Newlands Management Operations LLC | 1.54% | No change | 3,196,166 | $291.6M |
| Rhumbline Advisers | 0.24% | Reduce -0.7% | 3,061,161 | $279.3M |
| American Century Companies Inc. | 0.15% | Reduce -12.8% | 3,025,726 | $276.1M |
| Wells Fargo & Company | 0.06% | Add +8.8% | 3,019,099 | $275.5M |
| Bank of Montreal | 0.14% | Add +58.3% | 2,984,760 | $272.3M |
| California Public Employees Retirement System | 0.17% | Reduce -4.7% | 2,946,962 | $268.9M |
| Voya Investment Management LLC | 0.30% | Add +495.8% | 2,894,395 | $264.1M |
| Neuberger Berman Group LLC | 0.20% | Add +0.0% | 2,857,238 | $260.6M |
| Two Sigma Investments, LP | 0.49% | Add +46.1% | 2,843,926 | $259.5M |
| Findlay Park Partners LLP | 2.56% | Reduce -19.6% | 2,726,369 | $248.8M |
| Nordea Investment Management AB | 0.23% | Add +2.8% | 2,734,960 | $248.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.26% | Reduce -7.4% | 2,705,116 | $246.8M |
| California State Teachers Retirement System | 0.27% | Add +2.2% | 2,701,032 | $246.4M |
| Raymond James Financial Inc. | 0.08% | Add +7.3% | 2,675,619 | $244.1M |
| NorthCoast Asset Management LLC | 1.04% | Reduce -0.6% | 2,664,658 | $243.1M |
| Fort Washington Investment Advisors Inc. | 1.35% | Reduce -0.8% | 2,576,688 | $235.1M |
| AQR Capital Management | 0.19% | Add +8.1% | 2,549,953 | $231.7M |
| Citigroup Inc. | 0.16% | Add +15.2% | 2,524,058 | $230.3M |
| Route One Investment Company, L.P. | 10.29% | Reduce -25.4% | 2,515,343 | $229.5M |
| New York State Common Retirement Fund | 0.30% | Reduce -2.9% | 2,433,111 | $222.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.45% | Add +47.1% | 2,431,002 | $221.8M |
| Assenagon Asset Management S.A. | 0.35% | Reduce -18.3% | 2,410,858 | $220.0M |
| PointState Capital LP | 4.75% | Reduce -21.3% | 2,408,147 | $219.7M |
| Thrivent Financial for Lutherans | 0.49% | Add +14.5% | 2,378,672 | $217.0M |
| US Bancorp \de | 0.27% | Reduce -4.6% | 2,366,170 | $215.9M |
| Cooke & Bieler LP | 2.06% | Reduce -6.5% | 2,255,425 | $205.8M |
| Darsana Capital Partners LP | 5.86% | No change | 2,250,000 | $205.3M |
| Veritas Asset Management LLP | 2.03% | Reduce -3.1% | 2,223,011 | $202.8M |
| Van Eck Associates Corp. | 0.23% | Reduce -11.5% | 2,190,801 | $199.9M |
| Los Angeles Capital Management LLC | 0.75% | Reduce -32.5% | 2,185,390 | $199.4M |
| Beck Mack & Oliver LLC | 3.67% | Reduce -3.1% | 2,104,071 | $192.0M |
| North Peak Capital Management, LLC | 15.01% | Reduce -0.6% | 2,095,620 | $191.2M |
| Marshall Wace, LLP | 0.22% | Add +112.3% | 2,031,878 | $185.4M |
| Sterling Capital Management LLC | 2.63% | Reduce -6.5% | 2,028,959 | $185.1M |
| Natixis Advisors, LLC | 0.29% | Add +29.7% | 2,006,333 | $183.1M |
"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.