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SCHW in the 13F filings

Charles Schwab Corp (the) · CUSIP 808513105

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
45
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 33 listed it in both
Shares listed
427,590,897
combined, among listed positions
Reported value
$33.5bn
combined, at the quarter end

Among the 95 comparable managers: 31 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SCHW in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

45 of 45 holders

ActionFiling
Dodge & Cox88,750,655$6.9bn3.96%Trimmed-618,87314 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc82,048,984$6.4bn0.79%Added+8,954,24814 May 2025 (the filing on sec.gov)
Fidelity (FMR LLC)31,978,690$2.5bn0.16%Added+22,278,6775 Nov 2026 (the filing on sec.gov)
Harris Associates LP27,612,443$2.2bn3.63%Trimmed-76,92215 May 2025 (the filing on sec.gov)
MFS Investment Management20,527,113$1.6bn0.53%Trimmed-1,469,6602 May 2025 (the filing on sec.gov)
Citadel Advisors LLC20,502,737$1.6bn0.30%Addedn.a.15 May 2025 (the filing on sec.gov)
Artisan Partners LP17,749,859$1.4bn2.24%Trimmed-388,57614 May 2025 (the filing on sec.gov)
Viking Global Investors LP17,716,717$1.4bn4.41%Added+3,057,77315 May 2025 (the filing on sec.gov)
AllianceBernstein LP17,115,759$1.3bn0.48%Added+2,355,30915 May 2025 (the filing on sec.gov)
Invesco Ltd15,586,450$1.2bn0.23%Added+743,90612 May 2025 (the filing on sec.gov)
Wellington Management Group LLP15,488,777$1.2bn0.23%Added+13,262,30913 May 2025 (the filing on sec.gov)
D. E. Shaw & Co.7,917,642$620m0.55%Added+4,915,83415 May 2025 (the filing on sec.gov)
Millennium Management LLC6,848,198$536m0.29%Added+906,29315 May 2025 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP6,761,375$529m9.61%Trimmed-142,10515 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd6,779,383$527m0.29%Added+296,46215 May 2025 (the filing on sec.gov)
Balyasny Asset Management LLC5,296,129$415m0.69%Addedn.a.15 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP4,872,095$381m0.86%Added+3,452,40015 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP4,621,704$362m0.29%Trimmed-1,596,09514 May 2025 (the filing on sec.gov)
D1 Capital Partners LP4,355,608$341m5.22%Newnew15 May 2025 (the filing on sec.gov)
Farallon Capital Management LLC3,832,857$300m1.44%Added+663,85715 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC2,856,294$224m0.19%Added+1,151,05727 Oct 2026 (the filing on sec.gov)
Point72 Asset Management LP2,654,931$208m0.47%Added+1,767,79421 Jul 2025 (the filing on sec.gov)
AQR Capital Management LLC2,358,310$183m0.19%Addedn.a.15 May 2025 (the filing on sec.gov)
Two Sigma Investments LP1,946,202$152m0.33%Added+1,283,96015 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP1,556,409$122m1.26%Added+1,217,12315 May 2025 (the filing on sec.gov)
Page 1 of 2

What managers have written about SCHW

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
30 in Q3 2024 to 34 in Q2 2026

Tracked managers listing it, at least.

02040602014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SCHW by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201313$5.0bnn.a.n.a.
Q3 201316$5.1bnn.a.n.a.
Q4 201314$6.3bnn.a.n.a.
Q1 201416$6.1bnn.a.n.a.
Q2 201418$5.7bnn.a.n.a.
Q3 201421$6.5bnn.a.n.a.
Q4 201419$6.3bnn.a.n.a.
Q1 201519$6.5bnn.a.n.a.
Q2 201522$7.5bnn.a.n.a.
Q3 201525$6.6bnn.a.n.a.
Q4 201521$7.0bnn.a.n.a.
Q1 201618$5.4bnn.a.n.a.
Q2 201624$5.2bnn.a.n.a.
Q3 201623$6.9bnn.a.n.a.
Q4 201622$9.3bnn.a.n.a.
Q1 201720$9.9bnn.a.n.a.
Q2 201717$10.6bnn.a.n.a.
Q3 201722$10.9bnn.a.n.a.
Q4 201726$13.6bnn.a.n.a.
Q1 201818$15.0bnn.a.n.a.
Q2 201822$16.0bnn.a.n.a.
Q3 201825$14.4bnn.a.n.a.
Q4 201821$11.7bnn.a.n.a.
Q1 201929$12.0bnn.a.n.a.
Q2 201928$10.0bnn.a.n.a.
Q3 201925$9.8bnn.a.n.a.
Q4 201933$11.7bnn.a.n.a.
Q1 202027$9.0bnn.a.n.a.
Q2 202034$9.6bnn.a.n.a.
Q3 202024$10.4bnn.a.n.a.
Q4 202020$18.5bnn.a.n.a.
Q1 202133$23.9bnn.a.n.a.
Q2 202128$26.6bnn.a.n.a.
Q3 202124$27.1bnn.a.n.a.
Q4 202125$32.6bnn.a.n.a.
Q1 202230$33.6bnn.a.n.a.
Q2 202234$24.5bnn.a.n.a.
Q3 202230$26.7bnn.a.n.a.
Q4 202227$28.6bnn.a.n.a.
Q1 202336$15.8bnn.a.n.a.
Q2 202334$16.1bnn.a.n.a.
Q3 202329$15.4bnn.a.n.a.
Q4 202324$20.3bn1512
Q1 202424$21.8bn159
Q2 202419$22.7bn813
Q3 202430$20.8bn228
Q4 202439$25.4bn2711
Q1 202545$33.5bn3116
Q2 202544$33.6bn2026
Q3 202543$34.0bn2220
Q4 202544$33.0bn2723
Q1 202636$28.8bn1733
Q2 202634$29.9bn2820

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SCHW and V →SCHW and AXP →SCHW and BAC →Choose a stock to compare with SCHW →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SCHW, latest filings →Back to the 13F Explorer →