Charles Schwab Corporation (The

Historical 13F Holders

Symbol
SCHW
CUSIP
808513105
All holders as of
Q4 2025
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings
Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q1 15 71.7 k $6.01 M
2025 Q4 2,406 1.32 B $132 B
2025 Q3 2,302 1.52 B $145 B
2025 Q2 2,269 1.51 B $138 B
2025 Q1 2,135 1.50 B $118 B
2024 Q4 2,100 1.51 B $112 B
2024 Q3 1,967 1.53 B $99.4 B
2024 Q2 2,013 1.57 B $115 B
2024 Q1 2,008 1.59 B $115 B
2023 Q4 2,004 1.58 B $109 B
2023 Q3 1,852 1.70 B $93.3 B
2023 Q2 1,885 1.69 B $96.0 B
2023 Q1 1,825 1.49 B $77.8 B
2022 Q4 1,721 1.63 B $136 B
2022 Q3 1,616 1.37 B $98.5 B
2022 Q2 1,568 1.33 B $84.2 B
2022 Q1 1,647 1.34 B $113 B
2021 Q4 1,591 1.34 B $112 B
2021 Q3 1,432 1.31 B $95.4 B
2021 Q2 1,436 1.31 B $95.6 B
2021 Q1 1,395 1.31 B $85.3 B
2020 Q4 1,294 1.32 B $70.4 B
2020 Q3 1,118 1.13 B $40.8 B
2020 Q2 1,140 1.12 B $37.7 B
2020 Q1 1,141 1.12 B $37.6 B
2019 Q4 1,253 1.07 B $50.9 B
2019 Q3 1,142 1.02 B $42.8 B
2019 Q2 1,185 1.06 B $42.7 B
2019 Q1 1,176 1.07 B $45.7 B
2018 Q4 1,119 1.09 B $45.2 B
2018 Q3 1,139 1.11 B $54.4 B
2018 Q2 1,129 1.11 B $56.5 B
2018 Q1 1,104 1.11 B $57.7 B
2017 Q4 1,086 1.09 B $56.0 B
2017 Q3 975 1.08 B $47.1 B
2017 Q2 950 1.07 B $46.1 B
2017 Q1 971 1.07 B $43.5 B
2016 Q4 930 1.05 B $41.5 B
2016 Q3 837 1.03 B $32.6 B
2016 Q2 817 1.02 B $26.0 B
2016 Q1 789 1.04 B $28.8 B
2015 Q4 796 1.05 B $34.9 B
2015 Q3 750 1.04 B $29.7 B
2015 Q2 737 1.04 B $33.9 B
2015 Q1 692 1.01 B $30.9 B
2014 Q4 701 1.01 B $30.6 B
2014 Q3 682 999 M $29.4 B
2014 Q2 679 1.02 B $27.4 B
2014 Q1 679 997 M $27.2 B