SCHWAB CHARLES CORP - Common Stock (SCHW)

Historical Holders from Q1 2014 to Q3 2025

Symbol
SCHW on NYSE
CUSIP
808513105
Type / Class
Equity / Common Stock
Shares outstanding
1.81B
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
1.45B
Holdings value
$139B
% of all portfolios
0.112%
Grand Portfolio weight change
-0.007%
Number of holders
2122
Number of buys
1059
Number of sells
-868
Average Value change %
-0.01%
Average buys %
+0.009%
Average sells %
-0.015%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SCHWAB CHARLES CORP - Common Stock (SCHW)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 8.18% $11.8B 148M The Vanguard Group Mar 31, 2025
TORONTO DOMINION BANK 0.1% $106M 1.33M The Toronto-Dominion Bank Feb 10, 2025

Institutional Holders of SCHWAB CHARLES CORP - Common Stock (SCHW)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 1.45B $139B -$4.64B $95.47 2,122
2025 Q2 1.5B $137B +$1.25B $91.24 2,114
2025 Q1 1.49B $117B +$217M $78.28 1,996
2024 Q4 1.5B $111B +$2.65B $74.01 1,947
2024 Q3 1.46B $94.8B -$2.91B $64.81 1,834
2024 Q2 1.5B $110B +$1.47B $73.69 1,880
2024 Q1 1.48B $107B -$289M $72.34 1,858
2023 Q4 1.49B $103B +$3.24B $68.80 1,843
2023 Q3 1.45B $79.4B -$813M $54.90 1,711
2023 Q2 1.46B $82.8B -$402M $56.68 1,750
2023 Q1 1.47B $76.8B -$5.73B $52.38 1,646
2022 Q4 1.55B $129B +$17.4B $83.26 1,600
2022 Q3 1.35B $97.2B +$1.51B $71.87 1,497
2022 Q2 1.33B $84.1B -$63.3M $63.18 1,461
2022 Q1 1.33B $112B +$503M $84.31 1,532
2021 Q4 1.33B $112B +$1.61B $84.10 1,485
2021 Q3 1.31B $95.2B -$349M $72.84 1,334
2021 Q2 1.31B $95.3B +$533M $72.81 1,331
2021 Q1 1.3B $84.8B -$139M $65.18 1,295
2020 Q4 1.31B $69.3B +$9.88B $53.04 1,189
2020 Q3 1.12B $40.6B +$400M $36.23 1,030
2020 Q2 1.11B $37.4B +$183M $33.74 1,063
2020 Q1 1.1B $37.1B +$1.54B $33.62 1,052
2019 Q4 1.05B $50B +$1.66B $47.56 1,153
2019 Q3 1.02B $42.7B -$895M $41.83 1,049
2019 Q2 1.04B $41.9B -$571M $40.19 1,083
2019 Q1 1.07B $45.6B -$41.1M $42.76 1,082
2018 Q4 1.07B $44.3B -$868M $41.53 1,042
2018 Q3 1.09B $53.4B -$543M $49.15 1,069
2018 Q2 1.1B $56B +$180M $51.10 1,051
2018 Q1 1.09B $57B -$127M $52.22 1,030
2017 Q4 1.09B $55.8B +$535M $51.37 1,012
2017 Q3 1.08B $47B +$266M $43.74 918
2017 Q2 1.07B $46.1B +$782M $42.96 899
2017 Q1 1.06B $43.3B +$3.65B $40.81 903
2016 Q4 1.04B $41.2B +$599M $39.47 866
2016 Q3 1.03B $32.6B +$572M $31.57 775
2016 Q2 1.02B $25.7B -$315M $25.31 748
2016 Q1 1.03B $28.8B -$450M $28.02 729
2015 Q4 1.04B $34.2B +$347M $32.93 727
2015 Q3 1.03B $29.5B -$27.5M $28.56 699
2015 Q2 1.04B $33.9B +$848M $32.65 690
2015 Q1 1.01B $30.8B +$325M $30.44 643
2014 Q4 1B $30.2B +$5.91M $30.19 635
2014 Q3 996M $29.3B +$64.3M $29.39 620
2014 Q2 995M $26.8B +$330M $26.93 625
2014 Q1 983M $26.8B +$67.7M $27.33 612