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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
Canvas Wealth Advisors, LLC10,375$702.0K0.41%––
Ninety One SA (PTY) Ltd10,877$709.0K0.27%––
Hyperion Capital Advisors LP10,899$710.0K0.23%––
RMR Wealth Builders10,893$710.0K0.18%––
Trust Asset Management LLC10,918$712.0K0.09%––
Bank of the West11,019$718.0K0.08%––
Hardy Reed LLC11,120$725.0K0.14%––
Elmwood Wealth Management, Inc.11,171$728.0K0.44%––
IMS Capital Management11,530$752.0K0.47%––
Cozad Asset Management Inc11,559$753.0K0.12%––
O'Shaughnessy Asset Management, LLC11,571$754.0K0.02%––
Apriem Advisors11,582$755.0K0.12%––
Kiley Juergens Wealth Management, LLC11,610$756.0K0.39%––
Axiom Investment Management LLC11,622$757.0K0.62%––
Powell Investment Advisors, LLC11,714$764.0K0.50%––
Richard Bernstein Advisors LLC11,811$770.0K0.02%––
Walleye Capital LLC11,821$770.0K0.05%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC11,904$774.0K0.08%––
Coastal Investment Advisors, Inc.12,091$788.0K0.21%––
Clean Yield Group12,190$795.0K0.33%––
Advisory Research Inc12,253$799.0K0.06%––
Hyperion Asset Management Ltd12,290$801.0K0.06%––
Diversified Trust Co12,414$809.0K0.03%––
Caas Capital Management LP12,500$815.0K0.02%––
CAPROCK Group, Inc.12,586$820.0K0.09%––
Signaturefd, LLC12,689$827.0K0.04%––
Tokio Marine Asset Management Co Ltd12,702$828.0K0.08%––
Central Bank & Trust Co12,735$830.0K0.14%––
Summit Asset Management, LLC12,813$835.0K0.28%––
HCR Wealth Advisors12,867$839.0K0.17%––
Grove Bank & Trust12,977$846.0K0.20%––
Nuance Investments, LLC13,004$847.0K0.02%––
Chicago Partners Investment Group LLC12,525$849.0K0.07%––
Capital Advisors Inc13,074$852.0K0.03%––
Checchi Capital Advisers, LLC13,121$855.0K0.12%––
First Dallas Securities Inc.13,200$860.0K0.73%––
Arbor Trust Wealth Advisors, LLC13,280$871.0K0.58%––
BBR Partners, LLC13,435$876.0K0.07%––
44 Wealth Management LLC13,515$881.0K0.37%––
Evergreen Capital Management LLC13,587$886.0K0.05%––
Essex Savings Bank14,411$890.0K0.39%––
Unigestion Holding SA13,755$897.0K0.03%––
Veriti Management LLC13,884$905.0K0.24%––
Johnson Financial Group, Inc.13,935$908.0K0.06%––
Arden Trust Co14,044$916.0K0.15%––
First Financial Corp14,138$922.0K0.64%––
Mogy Joel R Investment Counsel Inc14,300$932.0K0.09%––
Steward Partners Investment Advisory, LLC14,321$933.4K0.02%––
Pillar Pacific Capital Management LLC14,336$934.0K0.07%––
EP Wealth Advisors, LLC14,329$934.0K0.03%––
Avalon Investment & Advisory14,374$937.0K0.02%––
Uncommon Cents Investing LLC14,597$951.0K0.41%––
Standard Family Office LLC14,659$955.0K0.23%––
Royce & Associates LP14,671$956.0K0.01%––
Wedbush Securities Inc14,751$961.0K0.05%––
Northwest & Ethical Investments L.P.14,750$961.4K0.03%––
JustInvest LLC14,916$972.0K0.15%––
Sage Rhino Capital LLC14,979$976.0K0.32%––
Sovarnum Capital L.P.15,000$978.0K0.74%––
Ambassador Advisors, LLC15,295$997.0K0.22%––
Sentry Investment Management LLC15,362$1.00M0.28%––
Maverick Capital LtdSuperinvestorMaverick Capital15,360$1.00M0.01%––
CWM, LLC13,842$1.01M0.01%––
Beacon Pointe Advisors, LLC15,476$1.01M0.06%––
Fruth Investment Management15,512$1.01M0.32%––
Professional Financial Advisors, LLC15,635$1.02M0.63%––
FDx Advisors, Inc.15,655$1.02M0.04%––
InTrack Investment Management Inc15,800$1.03M0.95%––
Providence Wealth Advisors, LLC15,834$1.03M0.76%––
We Are One Seven, LLC16,139$1.05M0.18%––
Diversified Investment Strategies, LLC16,250$1.06M0.82%––
Semmax Financial Advisors Inc.16,255$1.06M0.38%––
Wealthspire Advisors, LLC16,325$1.06M0.03%––
Pettyjohn, Wood & White, Inc16,352$1.07M0.25%––
Aspen Investment Management Inc16,480$1.07M0.60%––
Nicholas Hoffman & Company, LLC.16,525$1.08M0.22%––
Boston Common Asset Management, LLC16,585$1.08M0.07%––
JNBA Financial Advisors16,695$1.09M0.16%––
Mission Creek Capital Partners, Inc.16,699$1.09M0.16%––
Lee Capital Holdings LLC16,740$1.09M0.50%––
Bank of Hawaii16,766$1.09M0.07%––
McCarthy Asset Management, Inc.16,886$1.10M0.86%––
Legacy Wealth Asset Management, LLC16,920$1.10M0.51%––
Moseley Investment Management Inc17,036$1.11M0.61%––
Bridgefront Capital, LLC17,058$1.11M0.35%––
Colony Group LLC17,281$1.13M0.02%––
Round Table Services, LLC17,271$1.13M0.27%––
Neumann Capital Management, LLC17,343$1.13M0.54%––
Bingham Osborn & Scarborough LLC17,435$1.14M0.09%––
Altium Wealth Management LLC17,423$1.14M0.09%––
Kelly Lawrence W & Associates Inc17,468$1.14M0.27%––
Brown Capital Management LLC17,483$1.14M0.01%––
Cullen/Frost Bankers, Inc.17,506$1.14M0.03%––
Caldwell Trust Co17,792$1.16M0.16%––
Penserra Capital Management LLC17,811$1.16M0.02%––
IFG Advisory, LLC18,028$1.18M0.15%––
Vontobel Holding Ltd.18,045$1.18M0.01%––
Hennion & Walsh Asset Management, Inc.18,058$1.18M0.07%––
Gilman Hill Asset Management, LLC18,160$1.18M0.33%––
Old National Bancorp18,250$1.19M0.05%––