Schwab (charles)SCHW
13F holders, Q3 2025 (September 30)2,174holders +29
155new positions
115sold out
20famous investors
$95.42avg. 13F price*
At the end of Q3 2025, 2,174 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 29 from Q2 2025. 155 opened new positions and 115 sold out. The largest holders were Vanguard Group Inc. ($14.5B), BlackRock, Inc. ($12.6B) and Dodge & Cox ($7.9B). 20 famous investors held it, including Stephen Yacktman (5.5% of Yacktman Asset Management's portfolio), Francois Rochon (5.1% of Giverny Capital's portfolio) and Daniel Sundheim (4.2% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 155 | $352.3M |
| Exits | 115 | $396.2M |
All 13F filers, Q2 2025 → Q3 2025: 65,677,778 shares bought and 96,245,176 shares sold, net −30,567,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,174 holders
| Vanguard Group Inc. | 0.22% | Add +0.3% | 151,585,214 | $14.5B |
| BlackRock, Inc. | 0.22% | Add +3.2% | 132,280,754 | $12.6B |
| Dodge & Cox | 4.28% | Reduce -1.6% | 83,043,253 | $7.9B |
| State Street Corp. | 0.24% | Add +0.9% | 73,156,290 | $7.0B |
| JPMorgan Chase & Co. | 0.37% | Reduce -14.2% | 60,587,654 | $5.8B |
| T. Rowe Price Associates Inc. | 0.59% | Reduce -23.2% | 57,444,595 | $5.5B |
| Geode Capital Management, LLC | 0.23% | Add +0.5% | 37,569,398 | $3.6B |
| FMR LLC | 0.16% | Reduce -8.8% | 31,525,696 | $3.0B |
| Franklin Resources Inc. | 0.73% | Add +0.2% | 30,106,349 | $2.9B |
| Morgan Stanley | 0.14% | Add +2.6% | 24,726,202 | $2.4B |
| Fisher Asset Management | 0.75% | Add +1.3% | 21,646,588 | $2.1B |
| Harris Associates (Oakmark Funds) | 3.25% | Reduce -7.5% | 21,235,618 | $2.0B |
| Primecap Management Co. | 1.55% | Add +11.4% | 21,209,187 | $2.0B |
| Artisan Partners Limited Partnership | 2.43% | Reduce -2.5% | 17,725,669 | $1.7B |
| Massachusetts Financial Services Co. | 0.51% | Reduce -7.2% | 17,084,112 | $1.6B |
| Northern Trust Corp. | 0.21% | Reduce -0.6% | 17,001,627 | $1.6B |
| Viking Global Investors | 4.11% | Add +5.1% | 16,583,101 | $1.6B |
| Invesco Ltd. | 0.24% | Add +5.0% | 15,941,021 | $1.5B |
| Bank of America Corp. | 0.11% | Reduce -1.9% | 15,108,771 | $1.4B |
| Alliancebernstein L.P. | 0.43% | Reduce -6.3% | 14,406,616 | $1.4B |
| Brown Advisory Inc. | 1.55% | Add +2.7% | 12,492,261 | $1.2B |
| Bank of New York Mellon Corp | 0.20% | Reduce -16.2% | 11,880,727 | $1.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.24% | Reduce -19.2% | 11,592,153 | $1.1B |
| Generation Investment Management LLP | 6.78% | Reduce -22.8% | 10,726,323 | $1.0B |
| Flossbach Von Storch SE | 4.00% | Add +0.5% | 10,631,352 | $1.0B |
| Charles Schwab Investment Management Inc. | 0.14% | Reduce -0.0% | 9,471,853 | $904.3M |
| Goldman Sachs Group Inc. | 0.13% | Add +4.6% | 9,424,864 | $899.8M |
| Legal & General Group Plc | 0.19% | Add +4.8% | 8,984,278 | $857.7M |
| Ameriprise Financial Inc. | 0.18% | Reduce -11.9% | 8,072,015 | $770.6M |
| Wellington Management Group LLP | 0.14% | Reduce -35.2% | 8,066,891 | $770.1M |
| Baird Financial Group, Inc. | 1.18% | Add +5.3% | 7,684,195 | $733.6M |
| D. E. Shaw & Co. | 0.63% | Add +399.5% | 7,664,758 | $731.8M |
| Baron Capital (BAMCO) | 1.81% | Add +1.1% | 7,131,959 | $680.9M |
| Amundi | 0.21% | Add +21.6% | 6,982,838 | $656.4M |
| Royal Bank of Canada | 0.11% | Add +2.2% | 6,566,233 | $626.9M |
| Lazard Asset Management LLC | 0.84% | Reduce -5.2% | 6,533,016 | $623.7M |
| Ruane, Cunniff & Goldfarb L.P. | 9.99% | Reduce -4.3% | 6,315,561 | $602.9M |
| Deutsche Bank AG | 0.20% | Reduce -3.0% | 6,146,518 | $586.8M |
| Two Sigma Advisers, LP | 1.14% | Add +5.6% | 5,958,895 | $568.9M |
| Allen Investment Management, LLC | 6.20% | Reduce -23.8% | 5,848,558 | $558.4M |
| Janus Henderson Group PLC | 0.25% | Reduce -8.5% | 5,822,549 | $555.9M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -7.0% | 5,757,531 | $549.7M |
| Nuveen, LLC | 0.15% | Reduce -0.3% | 5,749,792 | $548.9M |
| Dimensional Fund Advisors LP | 0.12% | Add +4.2% | 5,747,273 | $548.7M |
| Canada Pension Plan Investment Board | 0.37% | Add +38.3% | 5,482,060 | $523.4M |
| Arrowstreet Capital, Limited Partnership | 0.32% | Add +15.2% | 5,323,392 | $508.2M |
| UBS Group AG | 0.09% | Reduce -43.9% | 5,075,695 | $484.6M |
| Barclays PLC | 0.18% | Add +21.9% | 4,906,915 | $468.5M |
| Citigroup Inc. | 0.31% | Add +87.4% | 4,729,057 | $451.5M |
| Clearbridge Investments, LLC | 0.33% | Reduce -0.7% | 4,622,055 | $441.3M |
| Provident Trust Co. | 7.30% | Add +0.3% | 4,587,607 | $438.0M |
| Principal Financial Group Inc. | 0.21% | Reduce -29.9% | 4,428,331 | $422.8M |
| Boston Partners | 0.43% | Add +4.0% | 4,393,851 | $419.1M |
| Millennium Management | 0.34% | Add +140.5% | 4,305,448 | $411.0M |
| London Co. of Virginia | 2.23% | Reduce -1.9% | 4,238,650 | $404.7M |
| Fiduciary Management Inc. | 4.06% | Reduce -4.1% | 4,207,011 | $401.6M |
| Yacktman Asset Management | 5.52% | Reduce -8.1% | 4,194,646 | $400.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.22% | Add +2.2% | 4,002,413 | $382.1M |
| Citadel Advisors | 0.30% | Add +303.4% | 3,903,980 | $372.7M |
| National Pension Service | 0.29% | Add +1.6% | 3,900,193 | $372.4M |
| D1 Capital Partners | 4.19% | Add +8.5% | 3,821,904 | $364.9M |
| HSBC Holdings PLC | 0.21% | Add +10.9% | 3,793,185 | $361.2M |
| RPTC Inc. | 58.72% | Reduce -7.8% | 3,522,501 | $336.3M |
| Lord, Abbett & Co. LLC | 1.02% | Reduce -15.8% | 3,433,615 | $327.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.24% | Add +4.7% | 3,431,217 | $327.6M |
| Farallon Capital Management, L.L.C. | 1.75% | Reduce -17.9% | 3,251,657 | $310.4M |
| Ensign Peak Advisors, Inc | 0.51% | Reduce -31.8% | 3,240,777 | $309.4M |
| California Public Employees Retirement System | 0.18% | Add +9.1% | 3,214,609 | $306.9M |
| Newlands Management Operations LLC | 1.45% | No change | 3,196,166 | $305.1M |
| Timucuan Asset Management Inc. | 8.76% | Reduce -2.0% | 3,131,888 | $299.0M |
| Bank of Montreal | 0.13% | Add +3.7% | 3,095,284 | $295.5M |
| AQR Capital Management | 0.19% | Add +20.9% | 3,083,729 | $294.4M |
| Nordea Investment Management AB | 0.26% | Add +11.2% | 3,040,864 | $291.4M |
| Rhumbline Advisers | 0.23% | Reduce -0.8% | 3,037,935 | $290.0M |
| Wells Fargo & Company | 0.06% | Add +0.3% | 3,028,313 | $289.1M |
| Point72 Asset Management | 0.61% | Add +42.7% | 2,748,409 | $262.4M |
| California State Teachers Retirement System | 0.27% | Add +1.4% | 2,738,851 | $261.5M |
| American Century Companies Inc. | 0.13% | Reduce -10.0% | 2,722,654 | $259.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.24% | Add +0.3% | 2,713,024 | $259.0M |
| Two Sigma Investments, LP | 0.39% | Reduce -10.1% | 2,555,620 | $244.0M |
| Raymond James Financial Inc. | 0.08% | Reduce -5.1% | 2,538,784 | $242.4M |
| Fort Washington Investment Advisors Inc. | 1.29% | Reduce -3.1% | 2,495,446 | $238.2M |
| Thrivent Financial for Lutherans | 0.48% | Add +4.1% | 2,476,321 | $236.4M |
| PointState Capital LP | 4.13% | No change | 2,408,147 | $229.9M |
| NorthCoast Asset Management LLC | 0.87% | Reduce -12.5% | 2,330,400 | $222.5M |
| Balyasny Asset Management L.P. | 0.46% | Add +234.2% | 2,323,444 | $221.8M |
| US Bancorp \de | 0.26% | Reduce -2.8% | 2,299,785 | $219.6M |
| Qube Research & Technologies Ltd | 0.30% | Add +32.8% | 2,254,373 | $215.2M |
| Darsana Capital Partners LP | 5.06% | No change | 2,250,000 | $214.8M |
| Route One Investment Company, L.P. | 8.74% | Reduce -10.8% | 2,244,193 | $214.3M |
| First Trust Advisors LP | 0.16% | Add +292.7% | 2,206,320 | $210.6M |
| Findlay Park Partners LLP | 2.10% | Reduce -23.1% | 2,095,269 | $200.0M |
| Beck Mack & Oliver LLC | 3.58% | Reduce -1.9% | 2,063,673 | $197.0M |
| Assenagon Asset Management S.A. | 0.28% | Reduce -17.1% | 1,999,123 | $190.9M |
| Natixis Advisors, LLC | 0.28% | Reduce -0.6% | 1,994,892 | $190.5M |
| Neuberger Berman Group LLC | 0.14% | Reduce -30.9% | 1,975,293 | $188.7M |
| New York State Common Retirement Fund | 0.24% | Reduce -18.9% | 1,972,536 | $188.3M |
| Los Angeles Capital Management LLC | 0.64% | Reduce -10.2% | 1,963,318 | $187.4M |
| Van Eck Associates Corp. | 0.17% | Reduce -12.6% | 1,914,212 | $182.7M |
| Jane Street Group, LLC | 0.21% | Add +201.6% | 1,888,236 | $180.3M |
"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.