Charles Schwab Corporation (The

Historical 13F Holders

Symbol
SCHW
CUSIP
808513105
All holders as of
Q1 2025
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings
Period Filings Shares, Excl. Options Value, Excl. Options
2025 Q1 2,102 1.49 B $117 B
2024 Q4 2,075 1.50 B $111 B
2024 Q3 1,955 1.51 B $98.1 B
2024 Q2 2,004 1.57 B $115 B
2024 Q1 1,996 1.58 B $114 B
2023 Q4 1,992 1.58 B $108 B
2023 Q3 1,842 1.69 B $93.2 B
2023 Q2 1,876 1.69 B $96.0 B
2023 Q1 1,815 1.49 B $77.7 B
2022 Q4 1,714 1.63 B $136 B
2022 Q3 1,610 1.37 B $98.4 B
2022 Q2 1,561 1.33 B $84.2 B
2022 Q1 1,640 1.34 B $113 B
2021 Q4 1,586 1.34 B $112 B
2021 Q3 1,426 1.31 B $95.3 B
2021 Q2 1,430 1.31 B $95.5 B
2021 Q1 1,388 1.31 B $85.2 B
2020 Q4 1,287 1.32 B $70.3 B
2020 Q3 1,113 1.13 B $40.8 B
2020 Q2 1,136 1.12 B $37.6 B
2020 Q1 1,137 1.12 B $37.6 B
2019 Q4 1,249 1.07 B $50.9 B
2019 Q3 1,139 1.02 B $42.8 B
2019 Q2 1,182 1.06 B $42.6 B
2019 Q1 1,173 1.07 B $45.7 B
2018 Q4 1,116 1.09 B $45.1 B
2018 Q3 1,136 1.11 B $54.4 B
2018 Q2 1,126 1.10 B $56.4 B
2018 Q1 1,101 1.10 B $57.7 B
2017 Q4 1,083 1.09 B $56.0 B
2017 Q3 972 1.08 B $47.1 B
2017 Q2 947 1.07 B $46.1 B
2017 Q1 968 1.07 B $43.5 B
2016 Q4 927 1.05 B $41.4 B
2016 Q3 834 1.03 B $32.6 B
2016 Q2 814 1.02 B $25.9 B
2016 Q1 787 1.04 B $28.8 B
2015 Q4 794 1.05 B $34.9 B
2015 Q3 748 1.04 B $29.7 B
2015 Q2 735 1.04 B $33.9 B
2015 Q1 690 1.01 B $30.9 B
2014 Q4 700 1.01 B $30.6 B
2014 Q3 681 999 M $29.4 B
2014 Q2 678 1.02 B $27.4 B
2014 Q1 678 996 M $27.2 B