Who holds SCHWticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

Charles Schwab Corp/The - US · Equity · quarter ended 2026-03-31 · 27 members disclosed SCHW ↗

1,775

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$115B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

878

addsholders whose share count rose or who opened the position (new + add), by shares

181

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SCHW ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$12.5B	133,156,556	−1,011,277	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$10.2B	108,353,995	—	no prior
3	DODGE & COX	$7.0B	75,002,881	−1,511,045	trim
4	JPMORGAN CHASE & CO	$6.9B	73,848,142	+6,657,227	add
5	STATE STREET CORP	$6.8B	72,763,682	+137,174	add
6	GEODE CAPITAL MANAGEMENT, LLC	$3.6B	38,692,266	+1,024,626	add
7	FMR LLC	$3.4B	35,688,169	+1,853,937	add
8	FRANKLIN RESOURCES INC	$3.0B	31,825,622	+1,641,253	add
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.5B	26,572,070	—	no prior
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.3B	14,521,887	−844,981	trim
11	PRIMECAP MANAGEMENT CO/CA/	$2.2B	23,441,915	+165,844	add
12	MORGAN STANLEY	$2.1B	22,033,942	−1,199,293	trim
13	HARRIS ASSOCIATES L P	$2.0B	21,812,476	−219,017	trim
14	Artisan Partners Limited Partnership	$1.6B	17,451,048	+244,712	add
15	Invesco Ltd.	$1.6B	16,956,980	+531,401	add
16	NORTHERN TRUST CORP	$1.5B	16,360,776	−235,824	trim
17	Bank of New York Mellon Corp	$1.5B	16,162,082	+3,009,884	add
18	BANK OF AMERICA CORP /DE/	$1.5B	15,623,030	+530,191	add
19	VIKING GLOBAL INVESTORS LP	$1.4B	14,664,954	+792,049	add
20	ALLIANCEBERNSTEIN L.P.	$1.3B	12,529,509	−656,330	trim
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.1B	11,875,673	+635,608	add
22	Legal & General Group Plc	$947M	10,072,164	+501,328	add
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$901M	9,590,282	+222,464	add
24	VANGUARD FIDUCIARY TRUST CO	$885M	9,419,188	—	no prior
25	BROWN ADVISORY INC	$859M	9,142,065	−3,053,368	trim
26	AMERIPRISE FINANCIAL INC	$824M	8,773,763	−292,690	trim
27	Baird Financial Group, Inc.	$794M	8,445,361	+8,445,361	new
28	BAMCO INC /NY/	$701M	7,464,316	+404,007	add
29	Nuveen, LLC	$565M	6,008,689	+201,580	add
30	UBS Group AG	$543M	5,779,000	−1,586,471	trim
31	DIMENSIONAL FUND ADVISORS LP	$540M	5,742,934	+60,979	add
32	ENVESTNET ASSET MANAGEMENT INC	$528M	5,622,983	+183,349	add
33	Amundi	$525M	5,585,640	−885,636	trim
34	Boston Partners	$516M	5,486,614	+828,348	add
35	TWO SIGMA INVESTMENTS, LP	$504M	5,360,299	+2,781,144	add
36	DEUTSCHE BANK AG\	$499M	5,313,406	−677,797	trim
37	ROYAL BANK OF CANADA	$457M	4,863,249	−189,370	trim
38	Ruane, Cunniff & Goldfarb L.P.	$443M	4,714,780	−880,168	trim
39	National Pension Service	$421M	4,484,110	+4,484,110	new
40	BARCLAYS PLC	$390M	4,150,832	−88,542	trim
41	FARALLON CAPITAL MANAGEMENT, L.L.C.	$372M	3,955,657	—	no prior
42	Mitsubishi UFJ Asset Management Co., Ltd.	$358M	3,805,944	+240,281	add
43	Vanguard Global Advisers, LLC	$344M	3,660,894	—	no prior
44	CANADA PENSION PLAN INVESTMENT BOARD	$340M	3,619,439	−511,561	trim
45	NORDEA INVESTMENT MANAGEMENT AB	$340M	3,672,084	+234,862	add
46	WELLS FARGO & COMPANY/MN	$336M	3,575,897	+333,103	add
47	LONDON CO OF VIRGINIA	$335M	3,569,280	−536,713	trim
48	Sumitomo Mitsui Trust Group, Inc.	$334M	3,552,425	−271,172	trim
49	RPTC Inc.	$331M	3,522,501	0	no change
50	Capital International Investors	$327M	3,478,107	+954,032	add
51	HSBC HOLDINGS PLC	$322M	3,424,044	−4,487,904	trim
52	FIRST TRUST ADVISORS LP	$317M	3,377,185	+759,220	add
53	Newlands Management Operations LLC	$300M	3,196,166	0	no change
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$284M	3,026,417	−603,645	trim
55	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$277M	2,952,078	−337,555	trim
56	VOYA INVESTMENT MANAGEMENT LLC	$274M	2,914,756	+1,235,349	add
57	VANGUARD ASSET MANAGEMENT, Ltd	$274M	2,911,924	—	no prior
58	LAZARD ASSET MANAGEMENT LLC	$269M	2,863,815	+248,789	add
59	PRINCIPAL FINANCIAL GROUP INC	$268M	2,851,720	−332,933	trim
60	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$262M	2,786,512	+1,081,382	add
61	BANK OF MONTREAL /CAN/	$260M	2,766,281	−269,313	trim
62	GENERATION INVESTMENT MANAGEMENT LLP	$258M	2,743,703	−5,104,014	trim
63	Neuberger Berman Group LLC	$257M	2,737,546	+325,582	add
64	RAYMOND JAMES FINANCIAL INC	$257M	2,732,183	+319,214	add
65	D. E. Shaw & Co., Inc.	$246M	2,615,813	−5,326,261	trim
66	AMERICAN CENTURY COMPANIES INC	$243M	2,582,066	−240,058	trim
67	CITADEL ADVISORS LLC	$239M	2,547,748	−2,183,360	trim
68	PRUDENTIAL FINANCIAL INC	$238M	2,531,834	+246,682	add
69	Ensign Peak Advisors, Inc	$226M	2,406,428	−303,936	trim
70	D1 Capital Partners L.P.	$222M	2,357,390	−797,400	trim
71	US BANCORP \DE\	$215M	2,289,327	−5,042	trim
72	Focus Partners Wealth	$212M	2,254,162	+152,699	add
73	Darsana Capital Partners LP	$211M	2,250,000	0	no change
74	Allianz Asset Management GmbH	$202M	2,152,500	+539,064	add
75	Mariner, LLC	$199M	2,121,331	+1,566,744	add
76	Janus Henderson Group Ltd.	$195M	2,074,704	−4,787,886	trim
77	Connor, Clark & Lunn Investment Management Ltd.	$194M	2,062,821	+489,118	add
78	Assenagon Asset Management S.A.	$193M	2,053,208	−42,515	trim
79	Qube Research & Technologies Ltd	$192M	2,043,206	+532,322	add
80	BNP Paribas Asset Management Holding S.A.	$192M	2,041,408	+776,043	add
81	CIBC Bancorp USA Inc.	$192M	2,038,905	—	no prior
82	AQR CAPITAL MANAGEMENT LLC	$188M	2,004,744	−321,205	trim
83	CITIGROUP INC	$181M	1,924,086	+358,096	add
84	SEI INVESTMENTS CO	$181M	1,924,005	+432,187	add
85	Bank Julius Baer & Co. Ltd, Zurich	$180M	1,914,767	+305,368	add
86	LPL Financial LLC	$169M	1,793,721	+12,574	add
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$168M	1,790,965	−185,031	trim
88	Route One Investment Company, L.P.	$158M	1,682,243	−156,100	trim
89	ADAGE CAPITAL PARTNERS GP, L.L.C.	$157M	1,666,339	−43,300	trim
90	Avantyr Capital Partners, LP	$153M	1,624,191	−152,559	trim
91	Giverny Capital Inc.	$144M	1,536,206	−49,455	trim
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$140M	1,489,293	−226	trim
93	AVIVA PLC	$139M	1,478,682	+35,396	add
94	JANE STREET GROUP, LLC	$138M	1,465,243	+849,110	add
95	Aberdeen Group plc	$136M	1,442,694	+95,755	add
96	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$135M	1,431,816	−565,784	trim
97	Cerity Partners LLC	$133M	1,413,351	+300,102	add
98	MARKEL GROUP INC.	$130M	1,383,800	+8,000	add
99	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$129M	1,374,120	+1,374,120	new
100	FEDERATED HERMES, INC.	$127M	1,346,144	+574,442	add
101	ROYAL LONDON ASSET MANAGEMENT LTD	$125M	1,333,901	+1,364	add
102	TRUIST FINANCIAL CORP	$124M	1,322,295	−87,633	trim
103	PARK PRESIDIO CAPITAL LLC	$121M	1,291,457	+197,834	add
104	PARNASSUS INVESTMENTS, LLC	$121M	1,284,730	−12,095	trim
105	ATALANTA SOSNOFF CAPITAL, LLC	$119M	1,270,461	−39,227	trim
106	Universal- Beteiligungs- und Servicegesellschaft mbH	$119M	1,265,779	+20,032	add
107	Findlay Park Partners LLP	$117M	1,243,069	−498,400	trim
108	Korea Investment CORP	$114M	1,212,883	−115,422	trim
109	SCHRODER INVESTMENT MANAGEMENT GROUP	$114M	1,223,554	+63,473	add
110	North Peak Capital Management, LLC	$113M	1,201,613	−33,069	trim
111	BRISTOL JOHN W & CO INC /NY/	$110M	1,173,937	−14,052	trim
112	STIFEL FINANCIAL CORP	$107M	1,139,404	+95,890	add
113	Retirement Systems of Alabama	$106M	1,131,480	−630	trim
114	VICTORY CAPITAL MANAGEMENT INC	$106M	1,126,631	+174,506	add
115	NATIONAL BANK OF CANADA /FI/	$106M	1,125,656	−68,801	trim
116	PFA Pension, Forsikringsaktieselskab	$105M	1,118,735	+1,118,735	new
117	ASSETMARK, INC	$105M	1,113,927	+106,214	add
118	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$101M	1,075,389	+1,075,389	new
119	AustralianSuper Pty Ltd	$96.2M	1,023,621	−338,048	trim
120	Zurcher Kantonalbank (Zurich Cantonalbank)	$94.6M	1,006,480	+1,006,480	new
121	STOREBRAND ASSET MANAGEMENT AS	$93.7M	997,145	—	no prior
122	Quantinno Capital Management LP	$93.2M	991,262	+178,161	add
123	CRAWFORD INVESTMENT COUNSEL INC	$92.7M	986,317	−19,615	trim
124	Robeco Institutional Asset Management B.V.	$90.6M	964,459	−548,606	trim
125	Pictet Asset Management Holding SA	$89.9M	956,500	−42,935	trim
126	Woodline Partners LP	$88.7M	943,406	+657,422	add
127	JUPITER ASSET MANAGEMENT LTD	$88.3M	939,505	+142,147	add
128	STATE OF WISCONSIN INVESTMENT BOARD	$87.4M	930,463	+18,897	add
129	CIBC WORLD MARKET INC.	$85.5M	910,142	+656,399	add
130	APG Asset Management N.V.	$84.0M	1,030,160	−15,952	trim
131	BLAIR WILLIAM & CO/IL	$83.7M	890,345	+172,882	add
132	Swiss Life Asset Management Ltd	$83.1M	623,162	+215,983	add
133	Sterling Capital Management LLC	$80.3M	854,648	−95,150	trim
134	MACKENZIE FINANCIAL CORP	$79.9M	850,400	+205,348	add
135	Vanguard Investments Australia, Ltd.	$79.0M	840,139	—	no prior
136	Chevy Chase Trust Holdings, LLC	$78.5M	835,382	−28,556	trim
137	Carnegie Investment Counsel	$77.3M	843,977	+40,276	add
138	BALYASNY ASSET MANAGEMENT L.P.	$76.4M	813,449	−1,909,998	trim
139	THORNBURG INVESTMENT MANAGEMENT INC	$76.1M	809,560	+54,672	add
140	Corient Private Wealth LLC	$75.3M	805,140	−814,816	trim
141	Swedbank AB	$74.8M	796,022	+7,806	add
142	NFJ INVESTMENT GROUP, LLC	$73.5M	782,278	−92,077	trim
143	Brevan Howard Capital Management LP	$72.3M	781,655	+778,503	add
144	Candriam S.C.A.	$71.8M	764,475	+99,115	add
145	Paralel Advisors LLC	$70.5M	750,000	0	no change
146	BARR E S & CO	$70.1M	746,127	−10,761	trim
147	TD ASSET MANAGEMENT INC	$69.8M	742,694	+10,047	add
148	Alyeska Investment Group, L.P.	$69.6M	740,097	+740,097	new
149	Creative Planning	$69.5M	739,717	+60,482	add
150	FIL Ltd	$69.4M	738,461	+12,368	add
151	Allspring Global Investments Holdings, LLC	$68.9M	746,230	+3,227	add
152	NOMURA ASSET MANAGEMENT CO LTD	$68.7M	731,379	+124,062	add
153	Asset Management One Co., Ltd.	$68.6M	729,703	−7,483	trim
154	BECKER CAPITAL MANAGEMENT INC	$68.5M	728,994	−6,551	trim
155	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$68.2M	726,072	+726,072	new
156	EQUITY INVESTMENT CORP	$66.3M	705,480	−282,593	trim
157	SUMMITRY LLC	$66.2M	704,917	−2,369	trim
158	HughesLittle Investment Management Ltd.	$66.1M	703,529	−48,533	trim
159	CENTRAL SECURITIES CORP	$65.8M	700,000	−100,000	trim
160	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$64.6M	705,118	−447,723	trim
161	Freestone Grove Partners LP	$64.0M	680,818	−386,872	trim
162	TORONTO DOMINION BANK	$63.3M	673,095	−119,506	trim
163	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$62.7M	667,534	−13,753	trim
164	MILLENNIUM MANAGEMENT LLC	$61.2M	651,507	−2,974,387	trim
165	PANAGORA ASSET MANAGEMENT INC	$60.2M	640,218	−84,222	trim
166	Man Group plc	$59.8M	636,197	−614,891	trim
167	Cetera Investment Advisers	$58.3M	620,584	+84,413	add
168	Heron Bay Capital Management	$57.8M	614,582	+374,376	add
169	Azora Capital LP	$55.4M	589,547	+322,352	add
170	State of New Jersey Common Pension Fund D	$54.6M	580,642	−13,003	trim
171	MML INVESTORS SERVICES, LLC	$54.0M	575,017	−117,168	trim
172	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$52.0M	553,484	−2,077,263	trim
173	CORDA Investment Management, LLC.	$52.0M	553,189	−16,446	trim
174	Tredje AP-fonden	$52.0M	552,898	+369,498	add
175	Lansforsakringar Fondforvaltning AB (publ)	$51.9M	552,770	−57,783	trim
176	Squarepoint Ops LLC	$51.9M	552,417	−474,648	trim
177	Vident Advisory, LLC	$51.7M	549,823	−23,325	trim
178	CIBC Asset Management Inc	$50.9M	542,325	+127,512	add
179	Crossmark Global Holdings, Inc.	$50.2M	533,839	—	no prior
180	Delta Global Management LP	$50.1M	533,493	−39,523	trim
181	Resona Asset Management Co.,Ltd.	$50.0M	533,498	+687	add
182	Coronation Fund Managers Ltd.	$49.9M	530,439	+66,960	add
183	Mediolanum International Funds Ltd	$48.2M	518,184	+52,771	add
184	Provident Investment Management, Inc.	$48.0M	510,493	−3,434	trim
185	ASSOCIATED BANC-CORP	$47.7M	507,705	+3,583	add
186	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$47.5M	505,833	+339,046	add
187	CASTLEARK MANAGEMENT LLC	$47.4M	504,053	−118,482	trim
188	Lido Advisors, LLC	$47.2M	502,606	−30,269	trim
189	TEACHER RETIREMENT SYSTEM OF TEXAS	$45.8M	487,504	−163,855	trim
190	Holocene Advisors, LP	$45.2M	481,172	−201,469	trim
191	FIFTH THIRD BANCORP	$45.1M	479,557	+337,999	add
192	PUBLIC SECTOR PENSION INVESTMENT BOARD	$44.7M	475,155	−150,233	trim
193	BANK OF NOVA SCOTIA	$44.3M	470,918	−839,501	trim
194	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$44.1M	469,701	−138,725	trim
195	FIRST MANHATTAN CO. LLC.	$43.6M	464,103	+3,661	add
196	SEB Asset Management AB	$43.6M	464,096	—	no prior
197	Arizona State Retirement System	$43.5M	462,555	−29,558	trim
198	Mount Capital Ltd	$43.3M	460,278	−64,200	trim
199	Crown Oak Advisors, LLC	$43.2M	459,669	+35	add
200	Czech National Bank	$42.8M	454,905	+14,466	add
201	OSAIC HOLDINGS, INC.	$42.6M	452,976	+53,641	add
202	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$42.0M	446,811	+170,351	add
203	Cresset Asset Management, LLC	$41.6M	442,836	+7,656	add
204	Jain Global LLC	$41.5M	441,328	−209,429	trim
205	STATE OF MICHIGAN RETIREMENT SYSTEM	$41.0M	436,366	−900	trim
206	EP Wealth Advisors, LLC	$40.8M	434,575	+128,528	add
207	WELLINGTON MANAGEMENT GROUP LLP	$40.8M	433,625	+418,635	add
208	D.A. DAVIDSON & CO.	$40.4M	430,319	+20,127	add
209	BERKSHIRE ASSET MANAGEMENT LLC/PA	$38.2M	406,658	+1,293	add
210	Rafferty Asset Management, LLC	$38.2M	406,086	−103,409	trim
211	ARIEL INVESTMENTS, LLC	$37.9M	402,927	+60,652	add
212	Cercano Management LLC	$36.7M	390,217	0	no change
213	NorthCoast Asset Management LLC	$36.6M	389,565	−24,202	trim
214	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$36.6M	389,361	+59,078	add
215	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$36.6M	389,089	+563	add
216	Smith Group Asset Management, LLC	$36.3M	385,975	+24,971	add
217	HighTower Advisors, LLC	$36.1M	383,653	+17,046	add
218	NATIXIS	$35.7M	380,264	+220,424	add
219	ALLEN OPERATIONS LLC	$35.7M	380,215	0	no change
220	KING LUTHER CAPITAL MANAGEMENT CORP	$34.3M	364,449	+66,196	add
221	XPONANCE LLC	$34.0M	362,174	+35,172	add
222	ProShare Advisors LLC	$33.7M	358,842	−16,077	trim
223	ROCKLAND TRUST CO	$33.6M	357,176	+87,204	add
224	PICTON MAHONEY ASSET MANAGEMENT	$33.2M	353,629	−4,722	trim
225	North Reef Capital Management LP	$32.9M	350,000	+350,000	new
226	Rockefeller Capital Management L.P.	$32.8M	349,334	−14,994	trim
227	Longaeva Partners L.P.	$32.8M	349,153	+349,153	new
228	Zurich Insurance Group Ltd/FI	$32.8M	348,675	−11,443	trim
229	RENAISSANCE GROUP LLC	$32.4M	344,535	−5,355	trim
230	IFM Investors Pty Ltd	$32.3M	343,576	+6,841	add
231	Sequoia Financial Advisors, LLC	$32.2M	343,001	−16,001	trim
232	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$32.2M	343,069	−15,485	trim
233	Calamos Advisors LLC	$31.4M	334,174	0	no change
234	MERCER GLOBAL ADVISORS INC /ADV	$31.0M	329,593	−11,387	trim
235	Capital Research Global Investors	$31.0M	329,573	−876	trim
236	FLPUTNAM INVESTMENT MANAGEMENT CO	$30.3M	321,887	−7,544	trim
237	Quinn Opportunity Partners LLC	$30.1M	320,000	+221,000	add
238	INTECH INVESTMENT MANAGEMENT LLC	$30.0M	319,604	−151,804	trim
239	Mirae Asset Global Investments Co., Ltd.	$30.0M	319,582	+33,851	add
240	Eurizon Capital SGR S.p.A.	$29.9M	318,286	−34,089	trim
241	Daiwa Securities Group Inc.	$29.6M	314,809	−19,023	trim
242	Engineers Gate Manager LP	$29.4M	312,641	+179,707	add
243	GATEWAY INVESTMENT ADVISERS LLC	$29.3M	311,324	−67,805	trim
244	Varma Mutual Pension Insurance Co	$29.2M	310,181	0	no change
245	Hardman Johnston Global Advisors LLC	$28.3M	301,580	−28,299	trim
246	MKP Capital Management, L.L.C.	$28.2M	300,000	+300,000	new
247	MACQUARIE GROUP LTD	$27.9M	297,282	−88,513	trim
248	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$27.3M	290,683	+26,695	add
249	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$27.3M	290,360	−255,644	trim
250	USS Investment Management Ltd	$27.1M	288,035	+12,789	add
251	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$26.6M	283,500	+1,536	add
252	Interval Partners, LP	$25.9M	275,362	+275,362	new
253	CREDIT AGRICOLE S A	$25.6M	272,509	−401,725	trim
254	Utah Retirement Systems	$25.5M	271,515	−10,458	trim
255	CLOUGH CAPITAL PARTNERS L P	$25.5M	270,966	−54,572	trim
256	Federation des caisses Desjardins du Quebec	$25.0M	266,271	−108,327	trim
257	COMMONWEALTH EQUITY SERVICES, LLC	$25.0M	265,765	−18,875	trim
258	Midwest Trust Co	$24.5M	260,342	−2,036	trim
259	TUDOR INVESTMENT CORP ET AL	$24.4M	260,000	+260,000	new
260	Steward Partners Investment Advisory, LLC	$24.2M	257,219	+66,014	add
261	Andra AP-fonden	$24.1M	256,672	+57,306	add
262	PAR CAPITAL MANAGEMENT INC	$23.8M	253,300	−658,700	trim
263	W.G. Shaheen & Associates DBA Whitney & Co	$23.7M	252,183	+3,195	add
264	ARGENT CAPITAL MANAGEMENT LLC	$23.6M	250,749	+250,749	new
265	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$23.3M	248,325	+19,320	add
266	MAIRS & POWER INC	$23.3M	247,732	−25,625	trim
267	QRG CAPITAL MANAGEMENT, INC.	$23.3M	247,728	+37,899	add
268	Trexquant Investment LP	$23.3M	247,455	+201,470	add
269	Rakuten Investment Management, Inc.	$23.2M	249,096	+26,777	add
270	Clearstead Advisors, LLC	$23.2M	246,338	+4,509	add
271	Banco Santander, S.A.	$22.8M	242,842	−8,711	trim
272	Talbot Financial, LLC	$22.8M	242,166	+50,544	add
273	Point72 Asset Management, L.P.	$22.6M	240,702	−2,402,088	trim
274	NEOS Investment Management LLC	$22.5M	239,866	+12,999	add
275	BARLOW WEALTH PARTNERS, LLC	$22.5M	243,993	+238,829	add
276	Canada Post Corp Registered Pension Plan	$22.3M	237,664	−20,488	trim
277	PARK NATIONAL CORP /OH/	$22.3M	237,650	+195	add
278	GW HENSSLER & ASSOCIATES LTD	$22.2M	236,327	−4,985	trim
279	DAVIDSON INVESTMENT ADVISORS	$22.2M	235,934	−4,896	trim
280	Sumitomo Mitsui DS Asset Management Company, Ltd	$22.1M	234,673	+3,176	add
281	Epoch Investment Partners, Inc.	$21.6M	229,630	−12,905	trim
282	Beacon Pointe Advisors, LLC	$21.5M	228,577	+84,539	add
283	RWA WEALTH PARTNERS, LLC	$21.4M	227,853	−179	trim
284	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$21.4M	227,203	−553,460	trim
285	Callan Family Office, LLC	$21.2M	225,717	−1,978	trim
286	IEQ CAPITAL, LLC	$21.2M	225,132	+1,418	add
287	NISSAY ASSET MANAGEMENT CORP /JAPAN	$20.3M	215,494	−1,596	trim
288	Live Oak Private Wealth LLC	$20.2M	214,689	−1,443	trim
289	Summit Trail Advisors, LLC	$19.8M	210,328	+28,810	add
290	M&T BANK CORP	$19.4M	206,525	−13,424	trim
291	Empowered Funds, LLC	$19.3M	205,719	+205,719	new
292	Vanguard Personalized Indexing Management, LLC	$19.3M	205,293	+4,848	add
293	Addenda Capital Inc.	$19.2M	204,698	+5,144	add
294	Private Wealth Partners, LLC	$19.2M	204,248	+97,829	add
295	Pathstone Holdings, LLC	$19.2M	203,775	+2,707	add
296	Hudson Bay Capital Management LP	$18.9M	201,226	+314	add
297	Sanctuary Advisors, LLC	$18.9M	200,894	+17,810	add
298	Vinva Investment Management Ltd	$18.8M	202,315	−9,018	trim
299	Vest Financial, LLC	$18.8M	199,526	+156,571	add
300	United Asset Strategies, Inc.	$18.5M	196,638	+7,715	add
301	FIRST FOUNDATION ADVISORS	$18.4M	195,410	+2,574	add
302	ProVise Management Group, LLC	$18.2M	193,398	+2,541	add
303	World Investment Advisors	$18.2M	193,267	+8,314	add
304	WCG Wealth Advisors LLC	$18.1M	192,267	−1,126	trim
305	MARTINGALE ASSET MANAGEMENT L P	$18.0M	191,542	−79,639	trim
306	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$18.0M	191,318	0	no change
307	Edgemoor Investment Advisors, Inc.	$17.8M	189,484	+3,117	add
308	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$17.7M	188,357	−2,105	trim
309	CUTLER INVESTMENT COUNSEL LLC	$17.5M	186,331	−1,695	trim
310	Pinnacle Financial Partners, Inc.	$17.4M	185,403	+19,799	add
311	Tidal Investments LLC	$17.4M	184,734	+20,751	add
312	OP Asset Management Ltd	$17.3M	184,589	—	no prior
313	Wealthfront Advisers LLC	$17.2M	182,743	+10,372	add
314	AIA Group Ltd	$17.1M	182,465	+41,272	add
315	DAVENPORT & Co LLC	$17.0M	181,715	−17,171	trim
316	EXCHANGE TRADED CONCEPTS, LLC	$17.0M	180,936	+151,277	add
317	YOUSIF CAPITAL MANAGEMENT, LLC	$16.9M	179,885	−5,931	trim
318	Mizuho Markets Cayman LP	$16.8M	179,240	+179,240	new
319	TCTC Holdings, LLC	$16.8M	178,815	+3,234	add
320	Asset Advisors Investment Management, LLC	$16.6M	176,394	+3,225	add
321	&PARTNERS	$16.3M	173,344	+2,204	add
322	HFR Wealth Management, LLC	$16.0M	170,266	−3,841	trim
323	Atria Investments, Inc	$16.0M	169,771	−7,525	trim
324	Blume Capital Management, Inc.	$15.8M	167,955	−159	trim
325	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$15.7M	167,560	−255,825	trim
326	PRUDENTIAL PLC	$15.7M	167,247	+32,076	add
327	ASR Vermogensbeheer N.V.	$15.7M	167,046	+2,808	add
328	Atlantic Union Bankshares Corp	$15.6M	165,619	+23,144	add
329	Kestra Advisory Services, LLC	$15.5M	164,777	−462	trim
330	Empower Advisory Group, LLC	$15.4M	163,843	−27,383	trim
331	GenTrust, LLC	$15.4M	163,804	−1,533	trim
332	JACOBSON & SCHMITT ADVISORS, LLC	$15.0M	159,847	+142	add
333	Vivaldi Capital Management LP	$15.0M	159,402	−12,408	trim
334	Elgethun Capital Management	$14.6M	155,576	−4,728	trim
335	Advocacy Wealth Management, LLC	$14.3M	152,207	+445	add
336	BAXTER BROS INC	$14.2M	150,771	+12,342	add
337	Kinsale Capital Group, Inc.	$14.1M	150,470	+5,960	add
338	Trajan Wealth LLC	$14.1M	150,463	+22,359	add
339	Great Lakes Retirement, Inc.	$14.0M	149,225	+635	add
340	MAI Capital Management	$14.0M	148,811	+7,762	add
341	1832 Asset Management L.P.	$13.9M	147,659	+2,899	add
342	Snowden Capital Advisors LLC	$13.9M	147,494	−8,380	trim
343	1248 Management, LLC	$13.7M	146,266	+52,537	add
344	Think Investments LP	$13.7M	146,000	+146,000	new
345	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$13.7M	145,710	+145,710	new
346	BANQUE PICTET & CIE SA	$13.7M	145,251	+2,520	add
347	Modera Wealth Management, LLC	$13.6M	144,955	−1,524	trim
348	Van Cleef Asset Management,Inc	$13.6M	144,834	−179	trim
349	Curi Capital, LLC	$13.0M	138,775	+149	add
350	HANCOCK WHITNEY CORP	$13.0M	141,322	+113,144	add
351	ABN AMRO INVESTMENT SOLUTIONS	$12.9M	137,274	+9,882	add
352	PRINCIPAL SECURITIES, INC.	$12.9M	137,142	+1,303	add
353	CONNORS INVESTOR SERVICES INC	$12.8M	136,726	−25,200	trim
354	Cornerstone Capital, Inc.	$12.8M	136,180	+1,797	add
355	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$12.7M	135,480	−434,172	trim
356	TOCQUEVILLE ASSET MANAGEMENT L.P.	$12.7M	135,408	+39,721	add
357	McGuire Investment Group, LLC	$12.6M	133,609	+183	add
358	Mitsubishi UFJ Trust & Banking Corp	$12.5M	133,461	+82,310	add
359	Avanza Fonder AB	$12.5M	133,459	−1,675	trim
360	ExodusPoint Capital Management, LP	$12.5M	132,977	−159,214	trim
361	Mesirow Financial Investment Management, Inc.	$12.5M	132,632	+14,993	add
362	PARTHENON LLC	$12.4M	131,490	−2,330	trim
363	Advisors Capital Management, LLC	$12.3M	131,273	+2,191	add
364	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$12.3M	131,083	+1,244	add
365	Orion Porfolio Solutions, LLC	$12.3M	130,739	−25,610	trim
366	NewEdge Advisors, LLC	$12.2M	129,834	+129,834	new
367	Investment Management Corp of Ontario	$12.2M	129,567	−21,659	trim
368	OMERS ADMINISTRATION Corp	$12.1M	129,265	+20,760	add
369	Ascent Group, LLC	$12.1M	128,789	+3,762	add
370	Waverly Advisors, LLC	$12.0M	127,577	+37,658	add
371	UniSuper Management Pty Ltd	$12.0M	127,439	+1,222	add
372	OPPENHEIMER ASSET MANAGEMENT INC.	$12.0M	127,365	−6,206	trim
373	Baker Avenue Asset Management, LP	$11.9M	126,628	+4,981	add
374	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$11.7M	125,000	0	no change
375	MOORE CAPITAL MANAGEMENT, LP	$11.6M	123,360	−379,200	trim
376	Clarkston Capital Partners, LLC	$11.5M	122,357	−554,200	trim
377	Westbourne Investment Advisors, Inc.	$11.5M	121,951	−72	trim
378	Glenview Trust Co	$11.3M	120,550	−1,821	trim
379	M&G Plc	$11.3M	120,181	+22,575	add
380	CWM, LLC	$11.3M	119,975	−9,774	trim
381	FIRST NATIONAL BANK OF OMAHA	$11.0M	118,199	−18,834	trim
382	Beverly Hills Private Wealth, LLC	$11.0M	117,357	+7,971	add
383	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$10.9M	116,301	−3,234	trim
384	BURNEY CO/	$10.9M	116,065	−64,422	trim
385	Manchester Global Management (UK) Ltd	$10.6M	113,000	+113,000	new
386	Perigon Wealth Management, LLC	$10.6M	112,719	−40,473	trim
387	Osmosis Investment Management UK Ltd	$10.6M	112,363	+1,417	add
388	FIRST NATIONAL TRUST CO	$10.3M	110,042	+16,349	add
389	PATTEN & PATTEN INC/TN	$10.3M	109,488	+3,052	add
390	CITIZENS FINANCIAL GROUP INC/RI	$10.2M	108,408	+1,500	add
391	Vestmark Advisory Solutions, Inc.	$10.2M	108,340	+5,968	add
392	SIG BROKERAGE, LP	$10.1M	107,623	−6,035	trim
393	Timber Creek Capital Management LLC	$9.9M	105,745	+1,897	add
394	MidFirst Bank	$9.9M	105,436	−3,232	trim
395	SHELTON CAPITAL MANAGEMENT	$9.9M	105,058	−27,500	trim
396	Private Advisor Group, LLC	$9.9M	105,033	+4,017	add
397	CHOREO, LLC	$9.8M	103,986	−538	trim
398	Generali Asset Management SPA SGR	$9.8M	103,937	−19,021	trim
399	Illinois Municipal Retirement Fund	$9.7M	103,657	+29,260	add
400	EVERGREEN CAPITAL MANAGEMENT LLC	$9.7M	103,545	−9,548	trim
401	THOMPSON INVESTMENT MANAGEMENT, INC.	$9.7M	102,917	+6,756	add
402	Morningstar Investment Management LLC	$9.6M	102,422	+4,144	add
403	GCM Grosvenor Holdings, LLC	$9.6M	101,819	−37,526	trim
404	Norinchukin Bank, The	$9.5M	100,995	+125	add
405	MIZUHO SECURITIES USA LLC	$9.5M	100,978	−20,644	trim
406	AMG National Trust Bank	$9.4M	100,178	+4,156	add
407	Oak Harvest Investment Services	$9.4M	99,941	+68,054	add
408	Skylands Capital, LLC	$9.4M	99,650	+52,650	add
409	ADVOCATE GROUP LLC	$9.2M	98,273	−2,574	trim
410	Dana Investment Advisors, Inc.	$9.2M	97,373	+37,242	add
411	UNIVEST FINANCIAL Corp	$9.1M	97,251	−19,499	trim
412	Geneos Wealth Management Inc.	$9.1M	96,468	−4,884	trim
413	Aptus Capital Advisors, LLC	$9.1M	96,426	+80,239	add
414	CAISSE DES DEPOTS ET CONSIGNATIONS	$9.0M	96,292	+1,172	add
415	Lafayette Investments, Inc.	$8.9M	94,860	−824	trim
416	KCM INVESTMENT ADVISORS LLC	$8.8M	93,343	+35	add
417	BALDWIN WEALTH PARTNERS LLC/MA	$8.7M	92,960	−2,169	trim
418	Aviance Capital Partners, LLC	$8.6M	91,711	−1,310	trim
419	SEAVIEW INVESTMENT MANAGERS LLC	$8.6M	91,275	+10,930	add
420	VectorGlobal IAG, Inc.	$8.6M	90,990	—	no prior
421	IMC-Chicago, LLC	$8.5M	90,663	−47,467	trim
422	ALLIANZ SE	$8.5M	90,478	0	no change
423	Patriot Financial Group Insurance Agency, LLC	$8.4M	89,498	+47,281	add
424	Mezzasalma Advisors, LLC	$8.3M	88,567	+2,619	add
425	COMMERCE BANK	$8.2M	87,517	+15,226	add
426	Cinctive Capital Management LP	$8.2M	87,113	+47,767	add
427	American Assets Investment Management, LLC	$8.1M	86,674	0	no change
428	Redmond Asset Management, LLC	$8.0M	85,184	−6,613	trim
429	Maryland State Retirement & Pension System	$7.9M	84,327	−785	trim
430	GHP Investment Advisors, Inc.	$7.9M	83,968	+10,278	add
431	OPPENHEIMER & CO INC	$7.9M	83,674	−1,957	trim
432	FAGAN ASSOCIATES, INC.	$7.9M	83,546	+1,755	add
433	Radnor Capital Management, LLC	$7.8M	83,010	−40	trim
434	Capital Investment Counsel, Inc	$7.8M	82,954	−3,310	trim
435	Meiji Yasuda Asset Management Co Ltd.	$7.8M	82,744	−4,576	trim
436	Spectrum Financial Alliance Ltd LLC	$7.7M	82,419	−1,764	trim
437	MGO ONE SEVEN LLC	$7.7M	81,840	−1,514	trim
438	GREAT LAKES ADVISORS, LLC	$7.7M	81,607	−185	trim
439	NewEdge Wealth, LLC	$7.7M	81,450	−22,039	trim
440	Caprock Group, LLC	$7.5M	80,287	+4,642	add
441	Southeast Asset Advisors, LLC	$7.3M	77,338	+28,344	add
442	MARCO INVESTMENT MANAGEMENT LLC	$7.2M	76,689	0	no change
443	NAPLES GLOBAL ADVISORS, LLC	$7.1M	75,541	+5,243	add
444	Equitable Holdings, Inc.	$7.1M	71,640	+6,657	add
445	Gilman Hill Asset Management, LLC	$7.0M	74,348	−1,495	trim
446	Merit Financial Group, LLC	$6.9M	73,284	+4,172	add
447	Dai-ichi Life Insurance Company, Ltd	$6.9M	73,134	−3,225	trim
448	KAVAR CAPITAL PARTNERS GROUP, LLC	$6.8M	72,438	+1,189	add
449	Boston Common Asset Management, LLC	$6.8M	72,293	−42,683	trim
450	Metis Global Partners, LLC	$6.7M	71,786	−8,204	trim
451	WRIGHT INVESTORS SERVICE INC	$6.7M	71,784	+10,709	add
452	Salvus Wealth Management, LLC	$6.7M	71,681	−1,360	trim
453	CLOVERFIELDS CAPITAL GROUP, LP	$6.7M	71,095	−3,300	trim
454	Central Pacific Bank - Trust Division	$6.6M	70,187	−366	trim
455	Advisory Resource Group	$6.6M	69,997	+69,997	new
456	Citizens Business Bank	$6.6M	69,920	−1,171	trim
457	Americana Partners, LLC	$6.5M	69,569	−45,537	trim
458	MARK ASSET MANAGEMENT LP	$6.5M	69,446	−6,349	trim
459	Badgley Phelps Wealth Managers, LLC	$6.5M	69,055	−69,569	trim
460	SIH Partners, LLLP	$6.5M	68,857	+68,857	new
461	MUFG Securities EMEA plc	$6.4M	68,476	0	no change
462	Elo Mutual Pension Insurance Co	$6.4M	68,233	−512	trim
463	AG2R LA MONDIALE GESTION D'ACTIFS	$6.4M	68,000	−303	trim
464	LaFleur & Godfrey LLC	$6.4M	67,912	+4,680	add
465	Krilogy Financial LLC	$6.4M	68,740	+14,050	add
466	PRENTISS SMITH & CO INC	$6.4M	67,628	−14	trim
467	Sendero Wealth Management, LLC	$6.3M	67,313	+1,651	add
468	Pacific Capital Partners Ltd	$6.3M	67,044	+36,374	add
469	CONDOR CAPITAL MANAGEMENT	$6.3M	66,752	+8,337	add
470	Legal Advantage Investments, Inc.	$6.3M	66,660	+3,100	add
471	Twin Lakes Capital Management, LLC	$6.2M	65,706	−770	trim
472	SCOTIA CAPITAL INC.	$6.1M	64,420	−4,919	trim
473	Voleon Capital Management LP	$6.1M	64,383	−109,302	trim
474	HB Wealth Management, LLC	$6.0M	64,331	+4,737	add
475	Siemens Fonds Invest GmbH	$6.0M	64,197	−2,605	trim
476	National Philanthropic Trust	$6.0M	63,788	—	no prior
477	Walleye Trading LLC	$5.9M	63,288	−138	trim
478	Laird Norton Wetherby Trust Company, LLC	$5.9M	63,077	−5,147	trim
479	Oliver Luxxe Assets LLC	$5.9M	62,953	−208	trim
480	Ayrshire Capital Management LLC	$5.8M	61,896	+61,896	new
481	Spire Wealth Management	$5.7M	61,007	−2,424	trim
482	CI INVESTMENTS INC.	$5.6M	60,077	−470	trim
483	LINCOLN CAPITAL CORP	$5.6M	60,076	−268	trim
484	PITTENGER & ANDERSON INC	$5.6M	59,689	+2,772	add
485	Stratos Wealth Partners, LTD.	$5.6M	59,354	+4,635	add
486	TOKIO MARINE ASSET MANAGEMENT CO LTD	$5.6M	59,309	+1,003	add
487	BOKF, NA	$5.5M	59,022	+4,010	add
488	Graham Capital Management, L.P.	$5.5M	58,635	+20,380	add
489	William Allan Corp	$5.5M	58,300	+911	add
490	Lincoln Capital LLC	$5.5M	58,158	−1,915	trim
491	AlTi Global, Inc.	$5.4M	57,933	−1,166	trim
492	DIVERSIFIED MANAGEMENT INC	$5.4M	57,228	+47,691	add
493	Harrington Investments, INC	$5.3M	56,755	+98	add
494	CONNING INC.	$5.3M	56,409	−453	trim
495	DLK Investment Management, LLC	$5.3M	56,214	−878	trim
496	Hennion & Walsh Asset Management, Inc.	$5.3M	56,024	−6,811	trim
497	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$5.2M	55,819	+2,994	add
498	NOMURA HOLDINGS INC	$5.2M	55,346	+30,960	add
499	EVOLVE PRIVATE WEALTH, LLC	$5.1M	53,793	+1,640	add
500	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$5.0M	53,446	+76	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SCHW

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $2K–$30K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Viking Global Investors, Markel Group, Tudor Investment Corp $1.5B held
Trimming: 6 Ruane Cunniff & Goldfarb, D1 Capital Partners, Moore Capital Management, Gotham Asset Management, Bridgewater Associates, Caxton Associates $683M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Charles Schwab Corp/The - US

Merged timeline of congressional filings and notable-manager moves on SCHW
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Viking Global Investors 13F	add	+792,049 sh
2026-05-15	Tudor Investment Corp 13F	new	+260,000 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	trim	−880,168 sh
2026-05-15	D1 Capital Partners 13F	trim	−797,400 sh
2026-05-15	Moore Capital Management 13F	trim	−379,200 sh
2026-05-15	Gotham Asset Management 13F	trim	−1,418 sh
2026-05-15	Bridgewater Associates 13F	trim	−307,453 sh
2026-05-14	Caxton Associates 13F	exit	−23,108 sh
2026-05-01	Markel Group 13F	add	+8,000 sh

11 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

27 members of Congress disclosed SCHW — the congressional view ↗