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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
Barry Investment Advisors, LLC3,264$213.0K0.06%––
FinTrust Capital Advisors, LLC3,277$214.0K0.06%––
Evanson Asset Management, LLC3,276$214.0K0.03%––
Insight Advisors, LLC3,036$214.0K0.07%––
Hudson Valley Investment Advisors Inc3,301$215.0K0.04%––
Benin Management CORP3,300$215.0K0.08%––
Psagot Investment House Ltd.3,300$215.0K0.00%––
Beaumont Financial Partners, LLC3,324$217.0K0.02%––
Good Life Advisors, LLC3,349$217.0K0.04%––
Two Sigma Investments, LP3,349$218.0K0.00%––
Boyar Asset Management Inc.3,350$218.0K0.15%––
Klingman & Associates, LLC3,345$218.0K0.02%––
IHT Wealth Management, LLC3,337$218.0K0.02%––
Campbell & CO Investment Adviser LLC3,389$221.0K0.14%––
Sonora Investment Management, LLC3,385$221.0K0.02%––
Independent Advisor Alliance3,387$221.0K0.01%––
Narus Financial Partners, LLC3,403$221.8K0.13%––
Private Trust Co NA3,416$222.0K0.04%––
Hamel Associates, Inc.3,425$223.0K0.09%––
Wedge Capital Management L L P3,431$224.0K0.00%––
Vista Private Wealth Partners. LLC6,182$224.0K0.13%––
Verity & Verity, LLC3,235$226.0K0.04%––
Intrua Financial, LLC3,248$226.0K0.06%––
Stock Yards Bank & Trust Co3,484$227.0K0.02%––
Financial Architects, Inc3,485$227.0K0.04%––
NuWave Investment Management, LLC3,502$228.0K0.29%––
Sunflower Bank, N.A.3,494$228.0K0.04%––
Capital Investment Advisors, LLC3,528$230.0K0.01%––
Integrated Investment Consultants, LLC3,519$230.0K0.08%––
Spotlight Asset Group, Inc.3,528$230.0K0.09%––
Souders Financial Advisors3,540$231.0K0.09%––
Insight 2811, Inc.3,559$232.0K0.14%––
Sigma Investment Counselors Inc3,574$233.0K0.02%––
GoalVest Advisory LLC3,568$233.0K0.17%––
Autus Asset Management, LLC3,583$234.0K0.03%––
Belpointe Asset Management LLC3,596$234.0K0.02%––
Douglas Lane & Associates, LLC3,601$235.0K0.00%––
Klingenstein Fields & Co LP3,615$236.0K0.01%––
Moneta Group Investment Advisors LLC3,621$236.0K0.01%––
WNY Asset Management, LLC3,628$236.0K0.09%––
Cambridge Trust Co3,642$237.0K0.01%––
Relyea Zuckerberg Hanson LLC3,407$237.0K0.10%––
Sheaff Brock Investment Advisors, LLC3,654$238.0K0.03%––
Cohen Klingenstein LLC3,660$239.0K0.01%––
CKW Financial Group3,700$241.0K0.04%––
LCM Capital Management Inc3,702$241.0K0.22%––
Trustcore Financial Services, LLC3,712$242.0K0.03%––
Childress Capital Advisors, LLC3,713$242.0K0.11%––
Crawford Investment Counsel Inc3,742$244.0K0.01%––
Founders Capital Management3,750$244.0K0.17%––
Clear Perspective Advisors, LLC3,743$244.0K0.10%––
Leith Wheeler Investment Counsel Ltd.3,756$245.0K0.04%––
St Germain D J Co Inc3,792$247.0K0.02%––
Carlson Capital Management3,782$247.0K0.04%––
Vivaldi Capital Management, LLC3,374$247.0K0.05%––
Paces Ferry Wealth Advisors, LLC3,789$247.0K0.21%––
Gould Asset Management LLC3,827$249.0K0.08%––
Fagan Associates, Inc.3,813$249.0K0.06%––
CoreFirst Bank & Trust3,820$249.0K0.17%––
Grandfield & Dodd, LLC3,885$250.0K0.02%––
Edge Capital Group, LLC3,853$251.0K0.02%––
Highland Private Wealth Management3,857$252.0K0.04%––
BOK Financial Private Wealth, Inc.3,889$253.0K0.02%––
SeaCrest Wealth Management, LLC3,959$258.0K0.03%––
Laffer Tengler Investments3,962$258.2K0.10%––
Lincoln National Corp3,978$259.0K0.01%––
Founders Financial Securities LLC3,971$259.0K0.06%––
Homrich & Berg3,973$259.0K0.01%––
Atlas Private Wealth Management3,976$259.0K0.17%––
CWS Financial Advisors, LLC3,982$260.0K0.11%––
Wisconsin Capital Management LLC4,000$261.0K0.11%––
Parkside Advisors LLC4,010$261.0K0.09%––
Claro Advisors LLC4,009$261.0K0.13%––
Affinity Capital Advisors, LLC4,004$261.0K0.10%––
Taylor, Cottrill, Erickson & Associates, Inc.4,025$262.0K0.04%––
Centiva Capital, LP4,013$262.0K0.04%––
Geller Advisors LLC4,029$263.0K0.06%––
Accuvest Global Advisors4,037$263.0K0.14%––
Prospera Financial Services Inc4,034$263.0K0.02%––
Patriot Financial Group Insurance Agency, LLC4,040$263.0K0.06%––
Fieldpoint Private Securities, LLC4,030$263.0K0.06%––
American Portfolios Advisors4,079$265.9K0.01%––
Traynor Capital Management, Inc.4,088$266.0K0.04%––
Abbrea Capital, LLC4,079$266.0K0.04%––
Institute for Wealth Management, LLC.4,097$267.0K0.05%––
Resources Investment Advisors, LLC.4,101$267.0K0.01%––
Sanders Morris Harris LLC4,000$268.0K0.06%––
Lido Advisors, LLC4,113$268.0K0.01%––
JT Stratford LLC4,113$268.0K0.09%––
Latitude Advisors, LLC4,116$268.0K0.22%––
Armor Investment Advisors, LLC4,127$269.0K0.17%––
Venture Visionary Partners LLC4,128$269.0K0.02%––
Sutton Wealth Advisors Inc.4,128$269.1K0.11%––
Coldstream Capital Management Inc4,139$270.0K0.02%––
Orion Portfolio Solutions, LLC4,145$270.0K0.01%––
Defined Wealth Management, LLC4,195$273.0K0.26%––
Van Strum & Towne Inc.4,200$274.0K0.14%––
Sullivan, Bruyette, Speros & Blaney, LLC4,208$274.0K0.01%––
V Wealth Advisors LLC4,209$274.0K0.05%––
Yorktown Management & Research Co Inc4,225$275.0K0.23%––