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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
Liberty Wealth Management LLC768$41.0K0.02%––
Hillsdale Investment Management Inc.650$42.0K0.00%––
Earnest Partners LLC682$44.0K0.00%––
Jacobi Capital Management LLC670$44.0K0.01%––
SOA Wealth Advisors, LLC.703$45.0K0.01%––
AdvisorNet Financial, Inc739$48.0K0.00%––
Farmers & Merchants Investments Inc750$49.0K0.00%––
Wolverine Asset Management LLC757$49.0K0.00%––
Laurel Wealth Advisors LLC750$49.0K0.01%––
Savior LLC751$49.0K0.05%––
Global Financial Private Client, LLC766$50.9K0.04%––
Lenox Wealth Advisors, LLC801$52.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA800$52.1K0.08%––
Lumature Wealth Partners, LLC817$53.0K0.03%––
Montag A & Associates Inc833$54.0K0.00%––
Bollard Group LLC908$59.0K0.00%––
Independence Bank of Kentucky905$59.0K0.03%––
Tarbox Family Office, Inc.924$60.0K0.01%––
Endurance Wealth Management, Inc.952$62.0K0.01%––
Newbridge Financial Services Group, Inc.956$62.0K0.05%––
Dividend Assets Capital, LLC960$63.0K0.01%––
Valeo Financial Advisors, LLC964$63.0K0.00%––
First PREMIER Bank1,000$65.0K0.02%––
Founders Financial Alliance, LLC1,001$65.0K0.03%––
MPS Loria Financial Planners, LLC1,072$69.0K0.03%––
Private Capital Group, LLC1,053$69.0K0.02%––
Carroll Financial Associates, Inc.1,079$70.0K0.00%––
Old North State Trust, LLC1,092$71.0K0.06%––
Enterprise Financial Services Corp1,123$73.0K0.01%––
Exane Derivatives1,141$74.4K0.02%––
Harvest Fund Management Co., Ltd1,166$75.0K0.01%––
Baystate Wealth Management LLC1,160$76.0K0.01%––
Oakworth Capital, Inc.1,200$79.0K0.01%––
M&R Capital Management Inc1,238$80.0K0.02%––
KB Financial Partners, LLC1,224$80.0K0.03%––
FourThought Financial, LLC1,243$81.0K0.01%––
Field & Main Bank1,255$82.0K0.06%––
First Horizon Corp1,343$87.0K0.01%––
Monetary Management Group Inc1,350$88.0K0.03%––
Vectors Research Management, LLC1,400$91.0K0.03%––
America First Investment Advisors, LLC1,408$92.0K0.03%––
Creative Financial Designs Inc1,426$93.0K0.02%––
Lee Financial Co1,425$93.0K0.02%––
Brewin Dolphin Ltd1,472$95.9K0.01%––
City Holding Co1,474$96.0K0.02%––
Allred Capital Management, LLC1,508$98.3K0.04%––
Leonteq Securities AG1,516$98.8K0.01%––
Zions Bancorporation, N.A.1,550$101.0K0.01%––
Financial Management Professionals, Inc.1,564$102.0K0.03%––
Crescent Capital Consulting, LLC1,578$103.0K0.02%––
Cordant, Inc.1,630$106.0K0.07%––
Proequities, Inc.1,662$108.0K0.01%––
Ellevest, Inc.1,658$108.0K0.01%––
Concord Wealth Partners1,651$108.0K0.04%––
Delta Asset Management LLC1,679$109.0K0.01%––
Ameritas Investment Company, LLC1,678$109.3K0.01%––
CVA Family Office, LLC1,690$110.0K0.04%––
Optimum Investment Advisors1,765$115.0K0.03%––
North Star Investment Management Corp.1,758$115.0K0.01%––
Hartford Financial Management Inc.1,800$117.0K0.03%––
Hills Bank & Trust Co1,854$121.0K0.02%––
Glassman Wealth Services1,864$121.0K0.03%––
Global Retirement Partners, LLC1,950$127.0K0.01%––
Riverview Trust Co1,979$129.0K0.14%––
San Francisco Sentry Investment Group (Ca)1,995$130.0K0.06%––
Firestone Capital Management2,000$130.0K0.05%––
Coastal Capital Group, Inc.2,023$132.0K0.03%––
Parkside Financial Bank & Trust2,043$133.0K0.04%––
Lindbrook Capital, LLC2,091$136.0K0.03%––
Evoke Wealth, LLC2,170$141.0K0.01%––
Anchor Investment Management, LLC2,290$149.3K0.02%––
GVO Asset Management Ltd2,300$150.0K0.15%––
CX Institutional2,298$150.0K0.01%––
Acropolis Investment Management, LLC2,347$153.0K0.02%––
Alpha DNA Investment Management LLC2,442$159.0K0.18%––
Fortis Advisors, LLC2,500$163.0K0.12%––
First Horizon Advisors, Inc.2,565$166.0K0.01%––
Pinnacle Bancorp, Inc.2,614$170.0K0.08%––
Eudaimonia Partners, LLC2,665$174.0K0.04%––
Manchester Financial Inc2,684$175.0K0.08%––
Berman Capital Advisors, LLC2,695$175.0K0.04%––
Financial Enhancement Group LLC2,779$181.0K0.04%––
Heritage Wealth Advisors2,783$181.4K0.01%––
First Quadrant L P2,802$183.0K0.02%––
Harbor Investment Advisory, LLC2,808$183.0K0.03%––
Pflug Koory, LLC2,928$191.0K0.11%––
Family Management Corp3,072$200.0K0.06%––
Natixis3,082$201.0K0.00%––
Nwam LLC3,079$201.0K0.02%––
Northstar Asset Management LLC3,090$202.0K0.06%––
Brighton Jones LLC3,104$202.0K0.01%––
Granite Investment Advisors, LLC3,100$202.0K0.03%––
Financial Consulate, Inc3,106$202.0K0.08%––
Marks Group Wealth Management, Inc3,093$202.0K0.03%––
Marshall Financial Group LLC3,121$203.0K0.12%––
Savant Capital, LLC3,123$204.0K0.01%––
Pathstone Family Office, LLC3,157$205.0K0.01%––
Brave Asset Management Inc3,200$209.0K0.07%––
Alpha Cubed Investments, LLC3,200$209.0K0.02%––
Trust Co of Virginia3,234$211.0K0.02%––