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Schwab Charles Corp

SCHW
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000316709

In the last 90 days, Schwab Charles Corp insiders filed 0 open-market purchases and 29 sales; 2,318 institutions reported holding it in 13F filings for Q2 2026, worth $133.8B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q1 2021

Institutional positions in Schwab Charles Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,311
No complete 13F data for Q4 2020
Shares held
1.30B
No complete 13F data for Q4 2020
Total value
$85.0B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SCHW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,311 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ1 2021: $85.0B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Schwab Charles Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SCHW in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Syverson Strege & Co6$00.00%––
WealthShield Partners, LLC5$00.00%––
TSFG, LLC17$1.00K0.00%––
TFC Financial Management19$1.00K0.00%––
Prentice Wealth Management LLC10$1.00K0.00%––
Erste Asset Management GmbH20$1.30K0.00%––
MV Capital Management, Inc.33$2.00K0.00%––
Aua Capital Management, LLC29$2.00K0.00%––
Aspire Private Capital, LLC32$2.00K0.00%––
Artemis Wealth Advisors, LLC31$2.00K0.00%––
Grandview Asset Management LLC46$3.00K0.00%––
Charter Oak Capital Management, LLC94$3.00K0.00%––
Kelly Financial Services LLC58$3.77K0.00%––
Jones Financial Companies LLLP56$4.00K0.00%––
Atwood & Palmer Inc65$4.00K0.00%––
Institutional & Family Asset Management, LLC68$4.00K0.00%––
Costello Asset Management, INC60$4.00K0.00%––
Glen Eagle Advisors, LLC62$4.04K0.00%––
Sound Income Strategies, LLC74$4.82K0.00%––
Benjamin Edwards Inc74$5.00K0.00%––
Rocky Mountain Advisers, LLC71$5.00K0.01%––
Global Trust Asset Management, LLC71$5.00K0.00%––
Center for Financial Planning, Inc.81$5.00K0.00%––
Better Money Decisions, LLC71$5.00K0.01%––
JFS Wealth Advisors, LLC90$6.00K0.00%––
Bellwether Advisors, LLC100$6.00K0.00%––
Benjamin F. Edwards & Company, Inc.100$7.00K0.00%––
Winch Advisory Services, LLC108$7.00K0.00%––
Cedar Wealth Management, LLC112$7.00K0.00%––
Perennial Advisors, LLC110$7.00K0.00%––
Mine & Arao Wealth Creation & Management, LLC.113$7.00K0.00%––
Sofos Investments, Inc.232$7.05K0.14%––
Trust Co of Vermont120$8.00K0.00%––
JJJ Advisors Inc.120$8.00K0.00%––
Capital Analysts, LLC123$8.00K0.00%––
Prime Capital Investment Advisors, LLC125$8.00K0.00%––
Certified Advisory Corp125$8.00K0.00%––
Evolution Wealth Advisors, LLC126$8.00K0.00%––
Pacitti Group Inc.125$8.00K0.01%––
Clearview Wealth Advisors LLC126$8.00K0.01%––
Stuart Chaussee & Associates, Inc.137$9.00K0.00%––
Atlas Private Wealth Advisors133$9.00K0.01%––
Toth Financial Advisory Corp155$10.0K0.00%––
Princeton Global Asset Management LLC157$10.0K0.00%––
Annapolis Financial Services, LLC155$10.0K0.00%––
Heritage Wealth Management, LLC172$11.0K0.01%––
Robbins Farley LLC150$11.0K0.01%––
Flagship Private Wealth, LLC184$12.5K0.01%––
Arlington Partners LLC202$13.0K0.00%––
Wealthcare Capital Management LLC200$13.0K0.00%––
Cordasco Financial Network204$13.0K0.01%––
Mascoma Wealth Management LLC200$13.0K0.01%––
McIlrath & Eck, LLC203$13.0K0.00%––
Wagner Wealth Management, LLC200$13.0K0.01%––
Versant Capital Management, Inc205$13.0K0.00%––
Kistler-Tiffany Companies, LLC215$14.0K0.00%––
Bogart Wealth, LLC220$14.0K0.00%––
Accel Wealth Management208$14.0K0.01%––
Raffa Wealth Management, LLC225$14.7K0.01%––
Front Row Advisors LLC235$15.0K0.01%––
Gradient Investments LLC249$16.0K0.00%––
Prestige Wealth Management Group LLC247$17.0K0.00%––
TD Ameritrade Investment Management, LLC342$18.0K0.00%––
Sugarloaf Wealth Management, LLC275$18.0K0.01%––
International Assets Investment Management, LLC344$18.0K0.00%––
Hexagon Capital Partners LLC283$18.0K0.00%––
BerganKDV Wealth Management, LLC293$19.0K0.00%––
Investors Research Corp290$19.0K0.01%––
Resolute Partners Group352$19.0K0.00%––
Atlas Capital Advisors LLC322$21.0K0.00%––
Markston International LLC325$21.0K0.00%––
Horan Securities, Inc.325$21.0K0.02%––
BDO Wealth Advisors, LLC317$21.0K0.00%––
Essex Investment Management Co LLC341$22.0K0.00%––
Highlander Capital Management, LLC336$22.0K0.01%––
AllSquare Wealth Management LLC350$23.0K0.01%––
West Paces Advisors Inc.383$25.0K0.01%––
Tradewinds Capital Management, LLC388$25.0K0.00%––
First Bank & Trust383$25.0K0.01%––
Meridian Wealth Partners, LLC392$25.0K0.01%––
Knuff & Co LLC400$26.0K0.01%––
Massmutual Trust Co FSB408$27.0K0.00%––
Baron Financial Group, LLC435$28.4K0.02%––
Mach-1 Financial Group, Inc.450$29.0K0.03%––
HC Financial Advisors Inc455$30.0K0.02%––
RWM Asset Management, LLC465$30.0K0.01%––
Pittenger & Anderson Inc495$32.0K0.00%––
D'Orazio & Associates, Inc.486$32.0K0.01%––
IronBridge Private Wealth, LLC512$33.0K0.02%––
Joseph P. Lucia & Associates, LLC519$34.0K0.02%––
Carolina Wealth Advisors, LLC515$34.0K0.02%––
Bellevue Asset Management, LLC538$35.0K0.02%––
Smith Asset Management Group LP555$36.0K0.00%––
Simon Quick Advisors, LLC573$37.0K0.01%––
Column Capital Advisors, LLC579$38.0K0.01%––
MCF Advisors LLC598$39.0K0.00%––
Bedel Financial Consulting, Inc.606$39.0K0.02%––
Arrow Financial Corp625$41.0K0.01%––
Reilly Financial Advisors, LLC634$41.0K0.00%––
Graves-Light Private Wealth Management, Inc.623$41.0K0.01%––