Schwab (charles)SCHW
13F holders, Q1 2026 (March 31)2,339holders +9
164new positions
151sold out
18famous investors
$94.57avg. 13F price*
At the end of Q1 2026, 2,339 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 9 from Q4 2025. 164 opened new positions and 151 sold out. The largest holders were BlackRock, Inc. ($12.5B), Vanguard Capital Management LLC ($10.2B) and Dodge & Cox ($7.0B). 18 famous investors held it, including Francois Rochon (5.3% of Giverny Capital's portfolio), Stephen Yacktman (4.9% of Yacktman Asset Management's portfolio) and Andreas Halvorsen (3.9% 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 164 | $721.0M |
| Exits | 151 | $1.5B |
All 13F filers, Q4 2025 → Q1 2026: 66,190,123 shares bought and 84,977,207 shares sold, net −18,787,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,339 holders
| BlackRock, Inc. | 0.22% | Reduce -0.8% | 133,156,556 | $12.5B |
| Vanguard Capital Management LLC | 0.25% | — | 108,353,995 | $10.2B |
| Dodge & Cox | 3.87% | Reduce -2.0% | 75,002,881 | $7.0B |
| JPMorgan Chase & Co. | 0.47% | Add +9.9% | 73,848,142 | $6.9B |
| State Street Corp. | 0.24% | Add +0.2% | 72,763,682 | $6.8B |
| T. Rowe Price Associates Inc. | 0.53% | Reduce -0.9% | 48,637,229 | $4.6B |
| Geode Capital Management, LLC | 0.23% | Add +2.7% | 38,692,266 | $3.6B |
| FMR LLC | 0.18% | Add +5.5% | 35,688,169 | $3.4B |
| Franklin Resources Inc. | 0.74% | Add +5.4% | 31,825,622 | $3.0B |
| Vanguard Portfolio Management LLC | 0.13% | — | 26,572,070 | $2.5B |
| Massachusetts Financial Services Co. | 0.76% | Reduce -5.5% | 14,521,887 | $2.3B |
| Primecap Management Co. | 1.73% | Add +0.7% | 23,441,915 | $2.2B |
| Fisher Asset Management | 0.71% | Add +1.8% | 22,218,091 | $2.1B |
| Morgan Stanley | 0.12% | Reduce -5.2% | 22,033,942 | $2.1B |
| Harris Associates (Oakmark Funds) | 2.74% | Reduce -1.0% | 21,812,476 | $2.0B |
| Artisan Partners Limited Partnership | 2.68% | Add +1.4% | 17,451,048 | $1.6B |
| Invesco Ltd. | 0.16% | Add +3.2% | 16,956,980 | $1.6B |
| Northern Trust Corp. | 0.20% | Reduce -1.4% | 16,360,776 | $1.5B |
| Bank of New York Mellon Corp | 0.28% | Add +22.9% | 16,162,082 | $1.5B |
| Bank of America Corp. | 0.11% | Add +3.5% | 15,623,030 | $1.5B |
| Viking Global Investors | 3.86% | Add +5.7% | 14,664,954 | $1.4B |
| Alliancebernstein L.P. | 0.41% | Reduce -5.0% | 12,529,509 | $1.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.23% | Add +5.7% | 11,875,673 | $1.1B |
| Goldman Sachs Group Inc. | 0.14% | Add +16.6% | 11,374,711 | $1.1B |
| Flossbach Von Storch SE | 4.68% | Add +1.9% | 10,669,791 | $1.0B |
| Legal & General Group Plc | 0.22% | Add +5.2% | 10,072,164 | $946.6M |
| Charles Schwab Investment Management Inc. | 0.14% | Add +2.4% | 9,590,282 | $901.3M |
| Vanguard Fiduciary Trust Co. | 0.22% | — | 9,419,188 | $885.2M |
| Brown Advisory Inc. | 1.41% | Reduce -25.0% | 9,142,065 | $859.2M |
| Ameriprise Financial Inc. | 0.19% | Reduce -3.2% | 8,773,763 | $824.4M |
| Baird Financial Group, Inc. | 1.24% | Add +5.9% | 8,445,361 | $793.7M |
| Baron Capital (BAMCO) | 2.12% | Add +5.7% | 7,464,316 | $701.5M |
| Nuveen, LLC | 0.15% | Add +3.5% | 6,008,689 | $564.7M |
| UBS Group AG | 0.10% | Reduce -21.5% | 5,779,000 | $543.1M |
| Dimensional Fund Advisors LP | 0.11% | Add +1.1% | 5,742,934 | $539.7M |
| Envestnet Asset Management Inc. | 0.14% | Add +3.4% | 5,622,983 | $528.4M |
| Amundi | 0.14% | Reduce -13.7% | 5,585,640 | $524.9M |
| Boston Partners | 0.54% | Add +17.8% | 5,486,614 | $515.7M |
| Two Sigma Investments, LP | 0.43% | Add +107.8% | 5,360,299 | $503.8M |
| Allen Investment Management, LLC | 6.19% | Reduce -4.6% | 5,328,450 | $500.8M |
| Deutsche Bank AG | 0.17% | Reduce -11.3% | 5,313,406 | $499.4M |
| Royal Bank of Canada | 0.09% | Reduce -3.8% | 4,863,249 | $457.0M |
| Ruane, Cunniff & Goldfarb L.P. | 7.35% | Reduce -15.7% | 4,714,780 | $443.1M |
| National Pension Service | 0.32% | Add +10.5% | 4,484,110 | $421.4M |
| Barclays PLC | 0.14% | Reduce -2.1% | 4,150,832 | $390.1M |
| Clearbridge Investments, LLC | 0.32% | Reduce -9.5% | 3,957,222 | $371.9M |
| Farallon Capital Management, L.L.C. | 2.21% | Add +18.4% | 3,955,657 | $371.8M |
| Yacktman Asset Management | 4.89% | Reduce -0.8% | 3,904,856 | $367.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.24% | Add +6.7% | 3,805,944 | $357.7M |
| Provident Trust Co. | 7.28% | Reduce -15.3% | 3,702,825 | $348.0M |
| Vanguard Global Advisers, LLC | 0.18% | — | 3,660,894 | $344.1M |
| Canada Pension Plan Investment Board | 0.22% | Reduce -12.4% | 3,619,439 | $340.2M |
| Nordea Investment Management AB | 0.32% | Add +6.8% | 3,672,084 | $339.6M |
| Wells Fargo & Company | 0.07% | Add +10.3% | 3,575,897 | $336.1M |
| London Co. of Virginia | 2.07% | Reduce -13.1% | 3,569,280 | $335.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.22% | Reduce -7.1% | 3,552,425 | $333.9M |
| RPTC Inc. | 58.00% | No change | 3,522,501 | $331.0M |
| Capital International Investors | 0.08% | Add +37.8% | 3,478,107 | $326.9M |
| Fiduciary Management Inc. | 4.04% | Reduce -10.5% | 3,465,521 | $325.7M |
| HSBC Holdings PLC | 0.19% | Reduce -13.4% | 3,424,044 | $321.7M |
| First Trust Advisors LP | 0.23% | Add +29.0% | 3,377,185 | $317.4M |
| BNP Paribas Financial Markets | 0.21% | Add +28.9% | 3,349,544 | $314.8M |
| Lord, Abbett & Co. LLC | 1.07% | Reduce -1.6% | 3,309,211 | $311.0M |
| Newlands Management Operations LLC | 1.94% | No change | 3,196,166 | $300.4M |
| California Public Employees Retirement System | 0.17% | Reduce -16.6% | 3,026,417 | $284.4M |
| Arrowstreet Capital, Limited Partnership | 0.15% | Reduce -10.3% | 2,952,078 | $277.4M |
| Timucuan Asset Management Inc. | 10.20% | Reduce -2.5% | 2,948,987 | $277.1M |
| Voya Investment Management LLC | 0.33% | Add +73.6% | 2,914,756 | $273.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.23% | — | 2,911,924 | $273.7M |
| Rhumbline Advisers | 0.23% | Reduce -1.8% | 2,890,722 | $271.7M |
| Lazard Asset Management LLC | 0.44% | Add +9.5% | 2,863,815 | $269.1M |
| Principal Financial Group Inc. | 0.14% | Reduce -10.4% | 2,851,720 | $268.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.44% | Add +63.4% | 2,786,512 | $261.9M |
| Bank of Montreal | 0.11% | Reduce -8.9% | 2,766,281 | $260.0M |
| Generation Investment Management LLP | 2.31% | Reduce -65.0% | 2,743,703 | $257.9M |
| Neuberger Berman Group LLC | 0.20% | Add +13.5% | 2,737,546 | $257.2M |
| Raymond James Financial Inc. | 0.08% | Add +13.2% | 2,732,183 | $256.8M |
| D. E. Shaw & Co. | 0.21% | Reduce -67.1% | 2,615,813 | $245.8M |
| California State Teachers Retirement System | 0.26% | Reduce -4.0% | 2,598,908 | $244.2M |
| American Century Companies Inc. | 0.13% | Reduce -8.5% | 2,582,066 | $242.7M |
| Natixis Advisors, LLC | 0.34% | Add +55.4% | 2,578,543 | $242.3M |
| Citadel Advisors | 0.17% | Reduce -46.1% | 2,547,748 | $239.4M |
| Fort Washington Investment Advisors Inc. | 1.32% | Add +1.4% | 2,541,412 | $238.8M |
| Prudential Financial Inc. | 0.29% | Add +10.8% | 2,531,834 | $237.9M |
| Ensign Peak Advisors, Inc | 0.42% | Reduce -11.2% | 2,406,428 | $226.2M |
| Thrivent Financial for Lutherans | 0.44% | Reduce -8.9% | 2,381,381 | $223.8M |
| D1 Capital Partners | 1.97% | Reduce -25.3% | 2,357,390 | $221.5M |
| US Bancorp \de | 0.26% | Reduce -0.2% | 2,289,327 | $215.2M |
| Focus Partners Wealth | 0.24% | Add +7.3% | 2,254,162 | $211.8M |
| Darsana Capital Partners LP | 4.50% | No change | 2,250,000 | $211.5M |
| Allianz Asset Management GmbH | 0.23% | Add +33.4% | 2,152,500 | $202.3M |
| Mariner, LLC | 0.23% | Add +282.5% | 2,121,331 | $199.3M |
| Janus Henderson Group PLC | 0.09% | Reduce -69.8% | 2,074,704 | $195.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.45% | Add +31.1% | 2,062,821 | $193.9M |
| Assenagon Asset Management S.A. | 0.31% | Reduce -2.0% | 2,053,208 | $193.0M |
| Russell Investments Group, Ltd. | 0.21% | Add +1.6% | 2,047,360 | $192.2M |
| Beck Mack & Oliver LLC | 3.96% | Reduce -1.0% | 2,043,395 | $192.0M |
| Qube Research & Technologies Ltd | 0.27% | Add +35.2% | 2,043,206 | $192.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.22% | Add +61.3% | 2,041,408 | $191.8M |
| CIBC Bancorp USA Inc. | 0.26% | — | 2,038,905 | $191.6M |
"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.