Schwab (charles)SCHW
13F holders, Q4 2025 (December 31)2,330holders +156
148new positions
95sold out
20famous investors
$99.88avg. 13F price*
At the end of Q4 2025, 2,330 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 156 from Q3 2025. 148 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($15.0B), BlackRock, Inc. ($13.4B) and Dodge & Cox ($7.6B). 20 famous investors held it, including Stephen Yacktman (5.5% of Yacktman Asset Management's portfolio), Francois Rochon (5.3% of Giverny Capital's portfolio) and Andreas Halvorsen (3.7% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 148 | $383.9M |
| Exits | 95 | $451.5M |
All 13F filers, Q3 2025 → Q4 2025: 55,654,157 shares bought and 82,947,388 shares sold, net −27,293,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,330 holders
| Vanguard Group Inc. | 0.22% | Reduce -0.7% | 150,528,952 | $15.0B |
| BlackRock, Inc. | 0.23% | Add +1.4% | 134,167,833 | $13.4B |
| Dodge & Cox | 4.13% | Reduce -7.9% | 76,513,926 | $7.6B |
| State Street Corp. | 0.24% | Reduce -0.7% | 72,626,508 | $7.3B |
| JPMorgan Chase & Co. | 0.45% | Add +10.9% | 67,190,915 | $6.7B |
| T. Rowe Price Associates Inc. | 0.53% | Reduce -14.5% | 49,096,235 | $4.9B |
| Geode Capital Management, LLC | 0.23% | Add +0.3% | 37,667,640 | $3.7B |
| FMR LLC | 0.17% | Add +7.3% | 33,834,232 | $3.4B |
| Franklin Resources Inc. | 0.75% | Add +0.3% | 30,184,369 | $3.0B |
| Primecap Management Co. | 1.76% | Add +9.8% | 23,276,071 | $2.3B |
| Morgan Stanley | 0.14% | Reduce -6.0% | 23,233,235 | $2.3B |
| Harris Associates (Oakmark Funds) | 2.79% | Add +3.8% | 22,031,493 | $2.2B |
| Fisher Asset Management | 0.74% | Add +0.8% | 21,818,514 | $2.2B |
| Norges Bank | 0.21% | — | 19,959,856 | $2.0B |
| Artisan Partners Limited Partnership | 2.63% | Reduce -2.9% | 17,206,336 | $1.7B |
| Northern Trust Corp. | 0.21% | Reduce -2.4% | 16,596,600 | $1.7B |
| Invesco Ltd. | 0.16% | Add +3.0% | 16,425,579 | $1.6B |
| Massachusetts Financial Services Co. | 0.50% | Reduce -10.1% | 15,366,868 | $1.5B |
| Bank of America Corp. | 0.11% | Reduce -0.1% | 15,092,839 | $1.5B |
| Viking Global Investors | 3.68% | Reduce -16.3% | 13,872,905 | $1.4B |
| Alliancebernstein L.P. | 0.42% | Reduce -8.5% | 13,185,839 | $1.3B |
| Bank of New York Mellon Corp | 0.23% | Add +10.7% | 13,152,198 | $1.3B |
| Brown Advisory Inc. | 1.70% | Reduce -2.4% | 12,195,433 | $1.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.24% | Reduce -3.0% | 11,240,065 | $1.1B |
| Flossbach Von Storch SE | 4.15% | Reduce -1.6% | 10,465,592 | $1.0B |
| Goldman Sachs Group Inc. | 0.14% | Add +3.5% | 9,756,526 | $974.8M |
| Legal & General Group Plc | 0.21% | Add +6.5% | 9,570,836 | $956.2M |
| Charles Schwab Investment Management Inc. | 0.15% | Reduce -1.1% | 9,367,818 | $935.9M |
| Ameriprise Financial Inc. | 0.21% | Add +12.3% | 9,066,453 | $905.8M |
| Baird Financial Group, Inc. | 1.24% | Add +3.8% | 7,975,675 | $796.8M |
| D. E. Shaw & Co. | 0.64% | Add +3.6% | 7,942,074 | $793.5M |
| Generation Investment Management LLP | 5.44% | Reduce -26.8% | 7,847,717 | $784.1M |
| UBS Group AG | 0.15% | Add +45.1% | 7,365,471 | $735.9M |
| Baron Capital (BAMCO) | 1.91% | Reduce -1.0% | 7,060,309 | $705.4M |
| Janus Henderson Group PLC | 0.31% | Add +17.9% | 6,862,590 | $685.6M |
| Amundi | 0.20% | Reduce -7.3% | 6,471,276 | $646.5M |
| Two Sigma Advisers, LP | 1.22% | Add +5.5% | 6,283,895 | $627.8M |
| Deutsche Bank AG | 0.20% | Reduce -2.5% | 5,991,203 | $598.6M |
| Nuveen, LLC | 0.15% | Add +1.0% | 5,807,109 | $580.2M |
| Dimensional Fund Advisors LP | 0.12% | Reduce -1.1% | 5,681,955 | $567.7M |
| Ruane, Cunniff & Goldfarb L.P. | 8.73% | Reduce -11.4% | 5,594,948 | $559.0M |
| Allen Investment Management, LLC | 6.18% | Reduce -4.5% | 5,584,229 | $557.9M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -5.5% | 5,439,634 | $543.5M |
| Royal Bank of Canada | 0.09% | Reduce -23.1% | 5,052,619 | $504.8M |
| Citadel Advisors | 0.33% | Add +21.2% | 4,731,108 | $472.7M |
| Boston Partners | 0.48% | Add +6.0% | 4,658,266 | $465.7M |
| Provident Trust Co. | 7.31% | Reduce -4.7% | 4,374,174 | $437.0M |
| Clearbridge Investments, LLC | 0.35% | Reduce -5.4% | 4,372,698 | $436.9M |
| Barclays PLC | 0.17% | Reduce -13.6% | 4,239,374 | $423.6M |
| Canada Pension Plan Investment Board | 0.28% | Reduce -24.6% | 4,131,000 | $412.7M |
| London Co. of Virginia | 2.37% | Reduce -3.1% | 4,105,993 | $410.2M |
| National Pension Service | 0.30% | Add +4.1% | 4,059,646 | $405.6M |
| HSBC Holdings PLC | 0.23% | Add +4.3% | 3,955,974 | $396.0M |
| Yacktman Asset Management | 5.51% | Reduce -6.2% | 3,936,540 | $393.3M |
| Fiduciary Management Inc. | 4.25% | Reduce -8.0% | 3,872,312 | $386.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.22% | Reduce -4.5% | 3,823,597 | $382.0M |
| California Public Employees Retirement System | 0.21% | Add +12.9% | 3,630,062 | $362.7M |
| Millennium Management | 0.27% | Reduce -15.8% | 3,625,894 | $362.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.25% | Add +3.9% | 3,565,663 | $362.2M |
| RPTC Inc. | 59.08% | No change | 3,522,501 | $351.9M |
| Nordea Investment Management AB | 0.30% | Add +13.0% | 3,437,222 | $344.4M |
| Lord, Abbett & Co. LLC | 1.08% | Reduce -2.1% | 3,361,384 | $335.8M |
| Farallon Capital Management, L.L.C. | 1.73% | Add +2.7% | 3,339,657 | $333.7M |
| Arrowstreet Capital, Limited Partnership | 0.19% | Reduce -38.2% | 3,289,633 | $328.7M |
| Wells Fargo & Company | 0.06% | Add +7.1% | 3,242,794 | $324.0M |
| Newlands Management Operations LLC | 1.65% | No change | 3,196,166 | $319.3M |
| Principal Financial Group Inc. | 0.16% | Reduce -28.1% | 3,184,653 | $318.2M |
| D1 Capital Partners | 2.95% | Reduce -17.5% | 3,154,790 | $315.2M |
| Bank of Montreal | 0.13% | Reduce -1.9% | 3,035,594 | $303.3M |
| Timucuan Asset Management Inc. | 9.81% | Reduce -3.4% | 3,024,563 | $302.2M |
| Rhumbline Advisers | 0.24% | Reduce -3.1% | 2,944,365 | $294.2M |
| Marshall Wace, LLP | 0.28% | Add +80.4% | 2,866,021 | $286.3M |
| American Century Companies Inc. | 0.14% | Add +3.6% | 2,822,124 | $282.0M |
| Balyasny Asset Management L.P. | 0.53% | Add +17.2% | 2,723,447 | $272.1M |
| Ensign Peak Advisors, Inc | 0.48% | Reduce -16.4% | 2,710,364 | $270.8M |
| California State Teachers Retirement System | 0.27% | Reduce -1.2% | 2,706,535 | $270.4M |
| Point72 Asset Management | 0.43% | Reduce -3.8% | 2,642,790 | $264.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.23% | Reduce -3.0% | 2,630,747 | $262.8M |
| First Trust Advisors LP | 0.19% | Add +18.7% | 2,617,965 | $261.6M |
| Lazard Asset Management LLC | 0.44% | Reduce -60.0% | 2,615,026 | $261.3M |
| Thrivent Financial for Lutherans | 0.47% | Add +5.6% | 2,614,587 | $261.3M |
| BNP Paribas Financial Markets | 0.17% | Add +78.5% | 2,599,375 | $259.7M |
| Two Sigma Investments, LP | 0.41% | Add +0.9% | 2,579,155 | $257.7M |
| Capital International Investors | 0.04% | Add +78.3% | 2,524,075 | $252.2M |
| Fort Washington Investment Advisors Inc. | 1.33% | Add +0.5% | 2,507,197 | $250.5M |
| Raymond James Financial Inc. | 0.08% | Reduce -5.0% | 2,412,969 | $241.1M |
| Neuberger Berman Group LLC | 0.18% | Add +22.1% | 2,411,964 | $241.0M |
| PointState Capital LP | 4.11% | No change | 2,408,147 | $240.6M |
| AQR Capital Management | 0.12% | Reduce -24.6% | 2,325,949 | $232.4M |
| US Bancorp \de | 0.27% | Reduce -0.2% | 2,294,369 | $229.2M |
| Prudential Financial Inc. | 0.28% | Add +37.2% | 2,285,152 | $228.3M |
| Darsana Capital Partners LP | 4.48% | No change | 2,250,000 | $224.8M |
| Focus Partners Wealth | 0.24% | Add +716.5% | 2,101,463 | $209.9M |
| Assenagon Asset Management S.A. | 0.31% | Add +4.8% | 2,095,723 | $209.4M |
| Beck Mack & Oliver LLC | 3.75% | Add +0.1% | 2,064,898 | $206.3M |
| Russell Investments Group, Ltd. | 0.22% | Add +10.9% | 2,014,613 | $201.5M |
| Capitolis Liquid Global Markets LLC | 1.19% | Add +60.1% | 1,997,600 | $199.6M |
| Manufacturers Life Insurance Company, The | 0.16% | Add +43.6% | 1,975,996 | $197.7M |
| Van Eck Associates Corp. | 0.15% | Reduce -2.9% | 1,859,484 | $185.8M |
| Route One Investment Company, L.P. | 7.66% | Reduce -18.1% | 1,838,343 | $183.7M |
"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.