Who owns Charles Schwab Corporation?
- Ticker: SCHW
- CUSIP Number: 808513105
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Analyze quarterly positions in Charles Schwab Corporation with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Charles Schwab Corporation stock
Who bought or sold Charles Schwab Corporation this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 151M | $15B | -1% | Dec 2025 |
|
| BlackRock | 133M | $13B | -1% | Mar 2026 |
|
| Vanguard Capital Management | 108M | $10B | 100% | Mar 2026 |
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| Dodge & Cox | 77M | $7.6B | -8% | Dec 2025 |
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| State Street Corporation | 73M | $7.3B | -1% | Dec 2025 |
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| Geode Capital Management | 39M | $3.6B | 3% | Mar 2026 |
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| FMR | 34M | $3.4B | 7% | Dec 2025 |
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| Franklin Resources | 32M | $3.0B | 5% | Mar 2026 |
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| Vanguard Portfolio Management | 27M | $2.5B | 100% | Mar 2026 |
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| PRIMECAP Management Company | 23M | $2.2B | 1% | Mar 2026 |
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| Fisher Investments | 22M | $2.1B | 2% | Mar 2026 |
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| Morgan Stanley | 22M | $2.1B | -5% | Mar 2026 |
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| Harris Associates L.P | 22M | $2.0B | -1% | Mar 2026 |
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| Artisan Partners Limited Partnership | 18M | $1.6B | 1% | Mar 2026 |
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| Invesco | 17M | $1.6B | 3% | Mar 2026 |
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| Northern Trust | 17M | $1.7B | -2% | Dec 2025 |
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| Bank of New York Mellon | 16M | $1.5B | 23% | Mar 2026 |
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| Bank of America Corporation | 16M | $1.5B | 100% | Mar 2026 |
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| Massachusetts Financial Services | 15M | $1.5B | -10% | Dec 2025 |
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| Viking Global Investors | 15M | $1.4B | 6% | Mar 2026 |
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| Goldman Sachs Group | 13M | $1.2B | 8% | Mar 2026 |
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| Alliancebernstein | 13M | $1.3B | -5% | Mar 2026 |
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| Ubs Global Asset Management Americas | 12M | $1.1B | 6% | Mar 2026 |
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| Flossbach Von Storch | 11M | $1.0B | 2% | Mar 2026 |
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| Legal & General Group | 10M | $947M | 5% | Mar 2026 |
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| Vanguard Fiduciary Trust | 9.4M | $885M | 100% | Mar 2026 |
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| Charles Schwab Investment Management | 9.4M | $936M | -1% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 9.1M | $859M | -25% | Mar 2026 |
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| Ameriprise Financial | 8.8M | $825M | -3% | Mar 2026 |
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| Baird Financial | 8.0M | $797M | 4% | Dec 2025 |
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| Bamco | 7.5M | $702M | 6% | Mar 2026 |
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| UBS Group | 7.4M | $695M | -24% | Mar 2026 |
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| Nuveen | 6.0M | $565M | 3% | Mar 2026 |
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| Dimensional Fund Advisors | 5.7M | $540M | 1% | Mar 2026 |
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| Envestnet Asset Management | 5.6M | $528M | 3% | Mar 2026 |
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| Ruane, Cunniff & Goldfarb | 5.6M | $559M | -11% | Dec 2025 |
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| Amundi | 5.6M | $525M | -14% | Mar 2026 |
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| Susquehanna International | 5.5M | $552M | -16% | Dec 2025 |
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| Robeco Investment Management | 5.5M | $516M | 18% | Mar 2026 |
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| Citadel Advisors | 5.5M | $513M | -33% | Mar 2026 |
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| Two Sigma Investments | 5.4M | $509M | 106% | Mar 2026 |
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| Royal Bank of Canada | 5.4M | $503M | -24% | Mar 2026 |
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| Allen Investment Management | 5.3M | $501M | -5% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 5.3M | $499M | -11% | Mar 2026 |
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| Barclays | 5.1M | $513M | -11% | Dec 2025 |
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| National Pension Service | 4.5M | $421M | 10% | Mar 2026 |
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| London Company | 4.1M | $410M | -3% | Dec 2025 |
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| ClearBridge Advisors | 4.0M | $372M | -10% | Mar 2026 |
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| Yacktman Asset Management | 3.9M | $367M | -1% | Mar 2026 |
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| Fiduciary Management | 3.9M | $387M | -8% | Dec 2025 |
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| Mitsubishi UFJ Asset Management | 3.8M | $358M | 7% | Mar 2026 |
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| Provident Trust | 3.7M | $348M | -15% | Mar 2026 |
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| Nordea Investment Management Ab | 3.7M | $340M | 7% | Mar 2026 |
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| Vanguard Global Advisers | 3.7M | $344M | 100% | Mar 2026 |
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| Canada Pension Plan Investment Board | 3.6M | $340M | -12% | Mar 2026 |
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| Hsbc Holdings | 3.6M | $338M | -9% | Mar 2026 |
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| Wells Fargo & Company | 3.6M | $336M | 9% | Mar 2026 |
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| Sumitomo Mitsui Trust Holdings | 3.6M | $334M | -7% | Mar 2026 |
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| RPTC | 3.5M | $352M | 0% | Dec 2025 |
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| Capital Research and Management Company - Division 3 | 3.5M | $327M | 38% | Mar 2026 |
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| First Trust Advisors | 3.4M | $317M | 29% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 3.4M | $316M | 29% | Mar 2026 |
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| Farallon Capital Management | 3.3M | $334M | 3% | Dec 2025 |
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| Lord, Abbett & Co | 3.3M | $311M | -2% | Mar 2026 |
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| Arrowstreet Capital, Limited Partnership | 3.3M | $329M | -38% | Dec 2025 |
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| Newlands Management Operations | 3.2M | $319M | 0% | Dec 2025 |
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| Jane Street | 3.2M | $299M | 78% | Mar 2026 |
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| CalPERS | 3.0M | $284M | -17% | Mar 2026 |
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| Timucuan Asset Management | 2.9M | $277M | -2% | Mar 2026 |
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| Ing Investment Management | 2.9M | $274M | 74% | Mar 2026 |
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| Vanguard Asset Management | 2.9M | $274M | 100% | Mar 2026 |
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| Rhumbline Advisers | 2.9M | $272M | -2% | Mar 2026 |
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| Marshall Wace | 2.9M | $286M | 80% | Dec 2025 |
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| Lazard Asset Management | 2.9M | $269M | 10% | Mar 2026 |
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| Principal Financial Group | 2.9M | $268M | -10% | Mar 2026 |
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| American Century Companies | 2.8M | $282M | 4% | Dec 2025 |
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| Bank Of Montreal | 2.8M | $261M | 100% | Mar 2026 |
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| Generation Investment Management | 2.7M | $258M | -65% | Mar 2026 |
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| D. E. Shaw & Co | 2.7M | $253M | -67% | Mar 2026 |
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| California State Teachers Retirement System | 2.6M | $244M | -4% | Mar 2026 |
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| Natixis Asset Management Advisors | 2.6M | $242M | 55% | Mar 2026 |
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| Fort Washington Investment Advisors | 2.5M | $239M | 1% | Mar 2026 |
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| Prudential Financial | 2.5M | $238M | 11% | Mar 2026 |
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| Raymond James Financial | 2.4M | $241M | -5% | Dec 2025 |
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| Neuberger Berman Group | 2.4M | $241M | 22% | Dec 2025 |
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| Ensign Peak Advisors | 2.4M | $226M | -11% | Mar 2026 |
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| Citigroup | 2.4M | $225M | 100% | Mar 2026 |
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| Thrivent Financial for Lutherans | 2.4M | $224M | -9% | Mar 2026 |
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| D1 Capital Partners | 2.4M | $222M | -25% | Mar 2026 |
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| Qube Research & Technologies | 2.3M | $233M | -14% | Dec 2025 |
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| Us Bancorp | 2.3M | $229M | 0% | Dec 2025 |
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| Allianz Asset Management | 2.3M | $213M | 32% | Mar 2026 |
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| Darsana Capital Partners | 2.3M | $212M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 2.1M | $199M | 283% | Mar 2026 |
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| Colony | 2.1M | $210M | 717% | Dec 2025 |
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| Henderson Group | 2.1M | $195M | -64% | Mar 2026 |
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| Connor, Clark & Lunn Investment Management | 2.1M | $194M | 31% | Mar 2026 |
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| Assenagon Asset Management | 2.1M | $193M | -2% | Mar 2026 |
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| Russell Investments | 2.0M | $192M | 2% | Mar 2026 |
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| Beck Mack & Oliver | 2.0M | $192M | -1% | Mar 2026 |
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| CIBC Bancorp USA | 2.0M | $192M | 764% | Mar 2026 |
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| AQR Capital Management | 2.0M | $188M | -14% | Mar 2026 |
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| Sei Investments | 1.9M | $181M | 29% | Mar 2026 |
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| Bank Julius Baer & Co. Ltd, Zurich | 1.9M | $180M | 19% | Mar 2026 |
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| Van Eck Associates Corp. | 1.9M | $186M | -3% | Dec 2025 |
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| Renaissance Technologies | 1.8M | $181M | 77% | Dec 2025 |
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| LPL Financial | 1.8M | $169M | 1% | Mar 2026 |
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| Manufacturers Life Insurance Company | 1.8M | $168M | -9% | Mar 2026 |
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| New York State Common Retirement Fund | 1.8M | $167M | -1% | Mar 2026 |
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| Atlantic Trust | 1.8M | $177M | -2% | Dec 2025 |
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| Mondrian Investment Partners | 1.7M | $161M | -2% | Mar 2026 |
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| Adage Capital Partners GP | 1.7M | $171M | 3% | Dec 2025 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 1.7M | $170M | -8% | Dec 2025 |
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| Danske Bank A/s | 1.7M | $159M | 2% | Mar 2026 |
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| Route One Investment Company | 1.7M | $158M | -8% | Mar 2026 |
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| Millennium Management | 1.6M | $151M | -60% | Mar 2026 |
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| Balyasny Asset Management | 1.5M | $145M | -58% | Mar 2026 |
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| Giverny Capital | 1.5M | $144M | -3% | Mar 2026 |
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| SG Americas Securities | 1.5M | $3.3M | 477% | Mar 2026 |
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| Florida State Board of Administration | 1.5M | $140M | 0% | Mar 2026 |
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| Aviva | 1.5M | $139M | 2% | Mar 2026 |
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| Standard Life Aberdeen | 1.4M | $136M | 7% | Mar 2026 |
|
| Capitolis Liquid Global Markets | 1.4M | $135M | 100% | Mar 2026 |
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| HPM Partners | 1.4M | $133M | 27% | Mar 2026 |
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| Markel Corporation | 1.4M | $130M | 1% | Mar 2026 |
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| Vaughan Nelson Investment Management | 1.4M | $129M | 100% | Mar 2026 |
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| Federated Investors | 1.3M | $127M | 74% | Mar 2026 |
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| Royal London Asset Management | 1.3M | $125M | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 1.3M | $124M | -6% | Mar 2026 |
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| Park Presidio Capital | 1.3M | $121M | 18% | Mar 2026 |
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| Parnassus Investments | 1.3M | $121M | -1% | Mar 2026 |
|
| Atalanta Sosnoff Capital | 1.3M | $119M | -3% | Mar 2026 |
|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1.3M | $119M | 2% | Mar 2026 |
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| Bnp Paribas Investment Partners | 1.3M | $127M | 129% | Dec 2025 |
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| New York State Teachers Retirement System | 1.3M | $118M | -7% | Mar 2026 |
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| Findlay Park Partners | 1.2M | $117M | -29% | Mar 2026 |
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| Korea Investment Corporation | 1.2M | $114M | -9% | Mar 2026 |
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| Great-West Life Assurance Company | 1.2M | $120M | -11% | Dec 2025 |
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| Liontrust Investment Partners | 1.2M | $113M | -8% | Mar 2026 |
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| North Peak Capital Management | 1.2M | $113M | -3% | Mar 2026 |
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| National Bank Of Canada /fi/ | 1.2M | $119M | 86% | Dec 2025 |
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| John W. Bristol & Co | 1.2M | $119M | -2% | Dec 2025 |
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| Schroder Investment Management Group | 1.2M | $117M | 3% | Dec 2025 |
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| Stifel Financial | 1.1M | $107M | 9% | Mar 2026 |
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| Retirement Systems of Alabama | 1.1M | $106M | 0% | Mar 2026 |
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| PFA Pension, Forsikringsaktieselskab | 1.1M | $105M | 0% | Mar 2026 |
|
| Assetmark | 1.1M | $105M | 11% | Mar 2026 |
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| Employees Retirement System of Texas | 1.1M | $101M | 21% | Mar 2026 |
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| Barrow, Hanley, Mewhinney & Strauss | 1.1M | $101M | 100% | Mar 2026 |
|
| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 1.0M | $97M | -6% | Mar 2026 |
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| APG All Pensions Group NV | 1.0M | $84M | -2% | Mar 2026 |
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| AustralianSuper Pty | 1.0M | $96M | -25% | Mar 2026 |
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| Intermede Investment Partners | 1.0M | $101M | -5% | Dec 2025 |
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| Robeco Institutional Asset Management B V | 965k | $91M | -36% | Mar 2026 |
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| Walleye Trading | 840k | $79M | -22% | Mar 2026 |
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| Fil | 726k | $73M | -35% | Dec 2025 |
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| Nearwater Capital Markets | 722k | $72M | -49% | Dec 2025 |
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| Treasurer of the State of North Carolina | 715k | $71M | -34% | Dec 2025 |
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| KBC Group NV | 698k | $66M | -39% | Mar 2026 |
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| Cooke & Bieler | 696k | $65M | -37% | Mar 2026 |
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| Squarepoint Ops | 689k | $65M | -55% | Mar 2026 |
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| Freestone Grove Partners | 681k | $64M | -36% | Mar 2026 |
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| Man Group | 636k | $60M | -49% | Mar 2026 |
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| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 554k | $52M | -79% | Mar 2026 |
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| Point72 Asset Management | 551k | $52M | -81% | Mar 2026 |
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| Bank of Nova Scotia | 471k | $44M | -64% | Mar 2026 |
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| Capital Fund Management | 445k | $42M | -73% | Mar 2026 |
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| Macquarie Group | 386k | $39M | -69% | Dec 2025 |
|
| Wellington Management Company | 15k | $1.5M | -100% | Dec 2025 |
|
Who sold out of Charles Schwab Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 61M | $5.8B |
| Norges Bank Investment Management | Dec 2025 | 20M | $2.0B |
| Two Sigma Advisers | Dec 2025 | 6.3M | $628M |
| PointState Capital | Dec 2025 | 2.4M | $241M |
| Voloridge Investment Management | Dec 2025 | 1.5M | $151M |
| Maverick Capital | Dec 2025 | 1.3M | $125M |
| Wealth Enhancement Advisory Services | Dec 2025 | 1.2M | $119M |