Skip to content
Disclosery

SCHW CHARLES SCHWAB CORP (THE)

Follow

COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers
2,287
13F filers
2,343
New
164
Added
988
Reduced
877
Sold out
157
Shares held by filers
1,411,597,848

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Man Group plcin group Man Group plc636,197$59.8M0.12%-614,89113F-HRTimelineGroup
Cetera Investment Advisers620,584$58.3M0.06%+84,41313F-HRTimeline
Heron Bay Capital Management614,582$57.8M5.32%+374,37613F-HRTimeline
CALEDONIA INVESTMENTS PLC611,000$57.4M6.71%013F-HRTimeline
Aureus Asset Management, LLC605,564$56.9M3.79%-10,60813F-HRTimeline
Azora Capital LP589,547$55.4M3.64%+322,35213F-HRTimeline
State of Tennessee, Department of Treas…586,908$55.2M0.19%-29,07213F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…580,642$54.6M0.21%-13,00313F-HRTimelineGroup
Ninety One UK Ltd578,211$54.3M0.13%-29,35313F-HRTimeline
MML INVESTORS SERVICES, LLC575,017$54M0.15%-117,16813F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding559,279$52.6M+339,122Timeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…553,484$52M0.05%-2,077,26313F-HRTimelineGroup
CORDA Investment Management, LLC.553,189$52M3.59%-16,44613F-HRTimeline
Tredje AP-fonden552,898$52M0.28%+369,49813F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…552,770$51.9M0.27%-57,78313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC552,417$51.9M0.11%-474,64813F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC549,823$51.7M0.44%-23,32513F-HRTimelineGroup
CIBC Asset Management Inc542,325$50.9M0.12%+127,51213F-HRTimeline
Crossmark Global Holdings, Inc.533,839$50.2M0.74%+68,44913F-HRTimeline
Delta Global Management LP533,493$50.1M4.1%-39,52313F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…533,498$50M0.25%+68713F-HRTimelineGroup
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.530,439$49.9M2.27%+66,96013F-HRTimelineGroup
Sandhill Capital Partners LLC517,124$48.6M4.18%-55,83613F-HRTimeline
Mediolanum International Funds Ltd518,184$48.2M0.51%+52,77113F-HRTimeline
Provident Investment Management, Inc.510,493$48M4.76%-3,43413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding508,417$47.8M+341,341Timeline
Associated Banc-Corpin group Associated Banc-Corp507,705$47.7M1.26%+3,58313F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC504,053$47.4M1.57%-118,48213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC502,606$47.2M0.19%-30,26913F-HRTimelineGroup
HRT FINANCIAL LP497,558$46.8M0.12%-265,95813F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS487,504$45.8M0.19%-163,85513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding487,142$45.8M-221,974Timeline
NORTH STAR ASSET MANAGEMENT INC485,818$45.7M1.98%-4,18113F-HRTimeline
Holocene Advisors, LP481,172$45.2M0.11%-201,46913F-HRTimeline
Public Sector Pension Investment Board475,155$44.7M0.14%-150,23313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA470,918$44.3M0.08%-839,50113F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.469,701$44.1M2.25%-138,72513F-HRTimeline
FIRST MANHATTAN CO. LLC.464,103$43.6M0.12%+3,66113F-HRTimeline
SEB Asset Management AB464,096$43.6M0.19%13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM462,555$43.5M0.25%-29,55813F-HRTimeline
Mount Capital Ltd460,278$43.3M17.43%-64,20013F-HRTimeline
Crown Oak Advisors, LLC459,669$43.2M21.67%+3513F-HRTimeline
Czech National Bank454,905$42.8M0.28%+14,46613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.452,976$42.6M0.06%+53,64113F-HRTimelineGroup
AMI ASSET MANAGEMENT CORP447,029$42M2.68%-13,99513F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…446,811$42M0.23%+170,35113F-HRTimeline
Janney Montgomery Scott LLC445,881$41.9M0.1%-40,85913F-HRTimeline
Cresset Asset Management, LLC442,836$41.6M0.18%+7,65613F-HRTimeline
Jain Global LLC441,328$41.5M0.53%-209,42913F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM436,366$41M0.22%-90013F-HRTimeline
EP Wealth Advisors, LLC434,575$40.8M0.2%+128,52813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…433,625$40.8M0.01%+418,63513F-HRTimelineGroup
D.A. DAVIDSON & CO.430,319$40.4M0.25%+20,12713F-HRTimeline
OAK ASSOCIATES LTD /OH/427,975$40.2M2.71%-19,95013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC416,608$39.1M0.06%+348,48413F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA406,658$38.2M1.64%+1,29313F-HRTimeline
Rafferty Asset Management, LLC406,086$38.2M0.15%-103,40913F-HRTimeline
ARIEL INVESTMENTS, LLC402,927$37.9M0.42%+60,65213F-HRTimeline
DekaBank Deutsche Girozentrale396,106$37.9M0.06%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC401,991$37.8M0.14%-185,50613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…401,548$37.7M0.02%+22,44913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…396,868$37.3M0.19%-11,33213F-HRTimelineGroup
Cercano Management LLC390,217$36.7M1.58%013F-HRTimeline
NorthCoast Asset Management LLC389,565$36.6M0.85%-24,20213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC389,361$36.6M0.5%+59,07813F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…389,089$36.6M0.19%+56313F-HRTimeline
Smith Group Asset Management, LLC385,975$36.3M1.85%+24,97113F-HRTimeline
HighTower Advisors, LLC383,653$36.1M0.04%+17,04613F-HRTimeline
WHITTIER TRUST CO384,881$35.8M0.4%+14,53813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS370,692$34.8M0.06%+40,23713F-HRTimeline
Ilmarinen Mutual Pension Insurance Co366,441$34.4M0.27%+27,97013F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS366,179$34.4M0.12%+21,55113F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP364,449$34.3M0.15%+66,19613F-HRTimeline
XPONANCE LLC362,174$34M0.24%+35,17213F-HRTimeline
ProShare Advisors LLC358,842$33.7M0.05%-16,07713F-HRTimeline
ROCKLAND TRUST CO357,176$33.6M1.34%+87,20413F-HRTimeline
OSTRUM ASSET MANAGEMENT356,533$33.5M1.88%+327,26413F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd355,524$33.4M1.82%new13F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT353,629$33.2M0.35%-4,72213F-HRTimeline
Pacific Heights Asset Management LLC350,000$32.9M1.1%+20,00013F-HRTimeline
North Reef Capital Management LP350,000$32.9M1.13%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…349,334$32.8M0.06%-14,99413F-HRTimelineGroup
Longaeva Partners L.P.349,153$32.8M1.58%new13F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI348,675$32.8M0.26%-11,44313F-HRTimelineGroup
Blue Sparrow, LLC /DE346,110$32.5M0.56%-998,93913F-HRTimeline
RENAISSANCE GROUP LLC344,535$32.4M1.36%-5,35513F-HRTimeline
IFM Investors Pty Ltd343,576$32.3M0.27%+6,84113F-HRTimeline
Sequoia Financial Advisors, LLC343,001$32.2M0.18%-16,00113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.343,069$32.2M0.23%-15,48513F-HRTimeline
PINEBRIDGE INVESTMENTS LLC341,293$32.1M0.27%+253,75613F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding334,174$31.4M-5,472Timeline
GREATMARK INVESTMENT PARTNERS, INC.333,287$31.3M3.67%-85513F-HRTimeline
Blue Whale Capital LLP333,148$31.3M1.49%+84,94213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV329,593$31M0.05%-11,38713F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…329,573$31M<0.01%-87613F-HRTimelineGroup
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…322,800$30.3M1.07%+85,80013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO321,887$30.3M0.45%-7,54413F-HRTimeline
Quinn Opportunity Partners LLC320,000$30.1M1.58%+221,00013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC319,604$30M0.3%-151,80413F-HRTimeline
Eurizon Capital SGR S.p.A.318,286$29.9M0.09%-34,08913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.314,809$29.6M0.09%-19,02313F-HRTimelineGroup
Engineers Gate Manager LP312,641$29.4M0.37%+179,70713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC311,324$29.3M0.33%-67,80513F-HRTimeline
Davis Selected Advisers310,982$29.2M0.13%+9,28713F-HRTimeline
Varma Mutual Pension Insurance Co310,181$29.2M0.17%013F-HR/ATimeline
AMALGAMATED BANK307,738$28.9M0.22%-10,59913F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…304,587$28.6M0.28%+16,46413F-HRTimeline
Hardman Johnston Global Advisors LLC301,580$28.3M1.35%-28,29913F-HRTimeline
MKP Capital Management, L.L.C.300,000$28.2M0.93%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD297,282$27.9M0.17%-88,51313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC290,683$27.3M0.14%+26,69513F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …290,360$27.3M0.16%-255,64413F-HRTimeline
USS Investment Management Ltd288,035$27.1M0.11%+12,78913F-HRTimeline
Hosking Partners LLP283,913$26.7M0.96%+10,23013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC283,500$26.6M3.97%+1,53613F-HRTimeline
Greenwich Wealth Management LLC280,425$26.4M1.08%-47,88113F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding280,218$26.3M+158,596Timeline
Interval Partners, LP275,362$25.9M0.89%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC273,453$25.7M0.04%+3,26213F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A272,509$25.6M0.08%-401,72513F-HRTimelineGroup
Utah Retirement Systems271,515$25.5M0.26%-10,45813F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P270,966$25.5M2.46%-54,57213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…266,271$25M0.09%-108,32713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC265,765$25M0.03%-18,87513F-HRTimeline
Busey Bank264,151$24.8M0.67%+5,18913F-HRTimeline
Midwest Trust Co260,342$24.5M0.31%-2,03613F-HRTimeline
TUDOR INVESTMENT CORP ET AL260,000$24.4M0.13%new13F-HRTimeline
Police & Firemen's Retirement System of…257,293$24.2M0.21%-3,82313F-HRTimeline
Steward Partners Investment Advisory, L…257,219$24.2M0.12%+66,01413F-HRTimeline
Andra AP-fonden256,672$24.1M0.29%+57,30613F-HRTimeline
PAR CAPITAL MANAGEMENT INC253,300$23.8M0.69%-658,70013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…252,183$23.7M1.97%+3,19513F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC250,749$23.6M0.74%new13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…248,325$23.3M0.2%+19,32013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding248,182$23.3M+42,959Timeline
MAIRS & POWER INC247,732$23.3M0.24%-25,62513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.247,728$23.3M0.24%+37,89913F-HRTimeline
Trexquant Investment LP247,455$23.3M0.17%+201,47013F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding249,099$23.2M+26,671Timeline
Clearstead Advisors, LLC246,338$23.2M0.21%+4,50913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.242,842$22.8M0.18%-8,71113F-HRTimelineGroup
Talbot Financial, LLC242,166$22.8M1.91%+50,54413F-HRTimeline
DUDLEY & SHANLEY, INC.240,933$22.6M3.7%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.240,702$22.6M0.04%-2,402,08813F-HRTimelineGroup
NEOS Investment Management LLC239,866$22.5M0.11%+12,99913F-HRTimeline
BARLOW WEALTH PARTNERS, LLC243,993$22.5M2.5%+238,82913F-HRTimeline
Canada Post Corp Registered Pension Plan237,664$22.3M0.89%-20,48813F-HRTimeline
PARK NATIONAL CORP /OH/237,650$22.3M0.68%+19513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD236,327$22.2M1.05%-4,98513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS235,934$22.2M0.96%-4,89613F-HR/ATimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…234,673$22.1M0.18%+3,17613F-HRTimelineGroup
Epoch Investment Partners, Inc.229,630$21.6M0.13%-12,90513F-HRTimeline
Beacon Pointe Advisors, LLC228,577$21.5M0.11%+84,53913F-HRTimeline
RWA WEALTH PARTNERS, LLC227,853$21.4M0.23%-17913F-HRTimeline
Gillson Capital LP227,600$21.4M1.75%+184,50013F-HRTimeline
Caisse de depot et placement du Quebec227,203$21.4M0.03%-553,46013F-HRTimeline
EVERETT HARRIS & CO /CA/226,355$21.3M0.27%+14,57513F-HRTimeline
Callan Family Office, LLC225,717$21.2M0.48%-1,97813F-HRTimeline
IEQ CAPITAL, LLC225,132$21.2M0.1%+1,41813F-HRTimeline
EDGAR LOMAX CO/VA223,615$21M1.5%+24,15513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…221,376$20.8M0.08%-1,30013F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN215,494$20.3M0.11%-1,59613F-HRTimeline
Warther Private Wealth, LLC215,203$20.2M4.74%+22,67613F-HRTimeline
Live Oak Private Wealth LLC214,689$20.2M2.81%-1,44313F-HRTimeline
Cohen Capital Management, Inc.214,366$20.1M3.13%-4,62213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp211,767$19.9M0.07%-8,18213F-HR/ATimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding211,039$19.8M-8,163Timeline
Summit Trail Advisors, LLC210,328$19.8M0.28%+28,81013F-HRTimeline
Empowered Funds, LLC205,719$19.3M0.12%new13F-HR/ATimeline
PBU - The Pension Fund of Early Childho…205,442$19.3M0.29%+52,59713F-HR/ATimeline
Addenda Capital Inc.204,698$19.2M0.54%+5,14413F-HRTimeline
Private Wealth Partners, LLC204,248$19.2M1.48%+97,82913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC203,775$19.2M0.08%+2,70713F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…201,226$18.9M0.11%+31413F-HRTimelineGroup
Sanctuary Advisors, LLC200,894$18.9M0.1%+17,81013F-HRTimeline
Vinva Investment Management Ltd202,315$18.8M0.23%-9,01813F-HRTimeline
Vest Financial, LLC199,526$18.8M0.23%+156,57113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP197,424$18.6M0.24%-1,94413F-HRTimeline
United Asset Strategies, Inc.196,638$18.5M1.47%+7,71513F-HRTimeline
Premier Fund Managers Ltd198,240$18.4M1.31%-12,46513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS195,410$18.4M0.74%+2,57413F-HRTimelineGroup
ProVise Management Group, LLC193,398$18.2M1.31%+2,54113F-HRTimeline
World Investment Advisors193,267$18.2M0.29%+8,31413F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG192,567$18.1M0.17%-24,22113F-HRTimelineGroup
WCG Wealth Advisors LLC192,267$18.1M0.51%-1,12613F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al192,100$18.1M0.13%-11,50013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P191,542$18M0.45%-79,63913F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND191,318$18M0.24%013F-HRTimeline
Edgemoor Investment Advisors, Inc.189,484$17.8M1.4%+3,11713F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…188,357$17.7M0.2%-2,10513F-HRTimelineGroup
Ethic Inc.186,662$17.5M0.27%-1,29513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC186,331$17.5M1.8%-1,69513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …185,403$17.4M0.13%+19,79913F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC184,734$17.4M0.05%+20,75113F-HRTimelineGroup
OP Asset Management Ltd184,589$17.3M0.18%-37,30413F-HR/ATimeline
Hemenway Trust Co LLC184,295$17.3M1.39%+49,63713F-HRTimeline
Courant Investment Management LLC183,499$17.2M16.84%013F-HRTimeline
Wealthfront Advisers LLC182,743$17.2M0.04%+10,37213F-HRTimeline
AIA Group Ltdin group AIA Group Ltd182,465$17.1M0.25%+41,27213F-HRTimelineGroup
LATHROP INVESTMENT MANAGEMENT CO182,420$17.1M3.21%+19313F-HRTimeline