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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
PFG Private Wealth Management, LLC4,213$275.0K0.19%––
Convergence Investment Partners, LLC4,227$276.0K0.13%––
Westshore Wealth, LLC4,239$276.0K0.16%––
BSW Wealth Partners4,244$277.0K0.08%––
Mutual Advisors, LLC4,247$277.0K0.02%––
Old Mission Investment Co LLC4,294$279.9K0.13%––
State of Wyoming4,294$280.0K0.46%––
Baker Tilly Wealth Management, LLC4,303$280.0K0.06%––
Encompass Wealth Advisors, LLC4,000$280.0K0.07%––
Claraphi Advisory Network, LLC4,313$281.0K0.08%––
Eastern Bank4,323$282.0K0.02%––
Investment House LLC4,329$282.0K0.02%––
Baldwin Investment Management, LLC4,350$284.0K0.05%––
Joel Isaacson & Co., LLC4,409$287.0K0.03%––
Ausdal Financial Partners, Inc.4,400$287.0K0.05%––
Crescent Grove Advisors, LLC4,400$287.0K0.03%––
Sargent Bickham Lagudis LLC4,424$288.0K0.03%––
Cypress Wealth Services, LLC4,433$289.0K0.06%––
Wealthcare Advisory Partners LLC4,479$292.0K0.02%––
Garrison Bradford & Associates Inc4,500$293.0K0.33%––
Ridgewood Investments LLC4,515$294.0K0.18%––
Lester Murray Antman dba SimplyRich4,510$294.0K0.12%––
Carolinas Wealth Consulting LLC4,515$294.0K0.07%––
Highland Capital Management, LLC4,545$296.0K0.02%––
Azimuth Capital Management LLC4,550$297.0K0.01%––
People's United Financial, Inc.4,573$298.0K0.01%––
Rosenberg Matthew Hamilton4,576$298.0K0.17%––
Jackson Hole Capital Partners, LLC4,592$299.0K0.12%––
Dynamic Advisor Solutions LLC4,600$300.0K0.03%––
Personal Cfo Solutions, LLC4,609$300.0K0.06%––
Providence Capital Advisors, LLC4,611$301.0K0.11%––
Bremer Bank National Association4,627$302.0K0.07%––
Credential Qtrade Securities Inc.4,674$304.7K0.03%––
Sawtooth Solutions, LLC4,674$305.0K0.07%––
Budros, Ruhlin & Roe, Inc.4,746$309.0K0.04%––
Delta Financial Advisors LLC4,745$309.0K0.14%––
Pinnacle Wealth Management Advisory Group, LLC4,777$311.0K0.09%––
ProVise Management Group, LLC4,780$312.0K0.03%––
Umb Bank N A4,810$313.0K0.01%––
Curated Wealth Partners LLC4,819$314.0K0.19%––
Marquette Asset Management, LLC4,839$315.0K0.08%––
Nachman Norwood & Parrott, Inc4,837$315.0K0.03%––
Plante Moran Financial Advisors, LLC4,871$317.0K0.09%––
Mizuho Securities Co. Ltd.4,870$317.0K0.07%––
Tiedemann Advisors, LLC4,941$322.0K0.01%––
Ferguson Wellman Capital Management, Inc4,961$323.0K0.01%––
Jeppson Wealth Management, LLC4,969$323.0K0.19%––
Mid Atlantic Financial Management Inc5,078$331.0K0.02%––
Aberdeen Wealth Management LLC5,079$331.0K0.26%––
Advisors Capital Management, LLC5,139$334.0K0.01%––
Smithfield Trust Co5,144$335.0K0.02%––
Cetera Advisors LLC5,138$335.0K0.01%––
WESPAC Advisors SoCal, LLC5,205$339.0K0.13%––
Apollon Wealth Management, LLC5,196$339.0K0.07%––
Crumly & Associates Inc.5,247$342.0K0.20%––
Boston Trust Walden Corp5,270$343.0K0.00%––
Inverness Counsel LLC5,274$344.0K0.01%––
Bel Air Investment Advisors LLC5,275$344.0K0.01%––
Davis R M Inc5,292$345.0K0.01%––
Berkshire Asset Management LLC5,300$345.0K0.03%––
Manchester Capital Management LLC5,329$347.0K0.05%––
Family Legacy, Inc.5,321$347.0K0.17%––
Diligent Investors, LLC5,349$349.0K0.13%––
FLC Capital Advisors5,357$349.0K0.11%––
Evermay Wealth Management LLC5,431$354.0K0.07%––
Gryphon Financial Partners LLC5,483$357.0K0.08%––
West Coast Financial LLC5,486$358.0K0.06%––
Kore Private Wealth LLC5,487$358.0K0.05%––
Sequoia Financial Advisors, LLC5,512$359.0K0.02%––
Ridgecrest Wealth Partners, LLC5,508$359.0K0.34%––
Quadrant Private Wealth Management, LLC5,525$360.0K0.16%––
MUFG Securities EMEA plc5,531$361.0K0.00%––
Principle Wealth Partners LLC5,540$361.0K0.04%––
Main Street Financial Solutions, LLC5,535$361.0K0.06%––
Pointe Capital Management LLC5,583$364.0K0.26%––
Associated Banc-Corp10,878$366.0K0.02%––
Court Place Advisors, LLC5,700$372.0K0.12%––
Beach Investment Counsel Inc5,740$374.0K0.03%––
YorkBridge Wealth Partners, LLC5,743$374.0K0.11%––
Phoenix Holdings Ltd.5,919$383.0K0.01%––
Avantax Advisory Services, Inc.5,870$384.0K0.01%––
Moors & Cabot, Inc.5,875$385.0K0.03%––
Rehmann Capital Advisory Group5,894$385.0K0.04%––
Atticus Wealth Management, LLC5,933$387.0K0.18%––
CNB Bank5,940$388.0K0.27%––
Fairpointe Capital LLC5,999$391.0K0.59%––
Pinnacle Wealth Planning Services, Inc.6,004$391.0K0.10%––
Sand Hill Global Advisors, LLC6,018$392.0K0.03%––
BTR Capital Management Inc6,047$394.0K0.06%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,190$403.0K0.03%––
J. L. Bainbridge & Co., Inc.6,202$404.0K0.05%––
Kingsview Wealth Management, LLC6,091$405.0K0.02%––
Tompkins Financial Corp6,235$406.0K0.07%––
Badgley Phelps & Bell Inc6,280$409.0K0.02%––
Mount Yale Investment Advisors, LLC6,342$413.0K0.05%––
TCI Wealth Advisors, Inc.6,378$416.0K0.19%––
Fayez Sarofim & Co6,391$417.0K0.00%––
Norway Savings Bank6,405$417.0K0.22%––
MACRO Consulting Group6,412$418.0K0.23%––
NBT Bank N A6,422$419.0K0.06%––