Schwab Charles Corp

SCHW

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

SEC filings (opens in a new tab)

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.PD SCHW.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

Value heldQ1 2021: $85.0B

Institutions holding SCHW and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,318	$133.8B
Q1 2026	2,340	$133.5B
Q4 2025	2,329	$145.5B
Q3 2025	2,174	$139.2B
Q2 2025	2,146	$137.4B
Q1 2025	2,030	$119.1B
Q4 2024	1,993	$110.8B
Q3 2024	1,857	$96.3B
Q2 2024	1,899	$110.4B
Q1 2024	1,879	$108.2B
Q4 2023	1,877	$103.0B
Q3 2023	1,740	$80.5B
Q2 2023	1,775	$82.9B
Q1 2023	1,676	$77.1B
Q4 2022	1,626	$129.9B
Q3 2022	1,520	$97.3B
Q2 2022	1,490	$84.2B
Q1 2022	1,567	$112.8B
Q4 2021	1,505	$111.9B
Q3 2021	1,351	$95.3B
Q2 2021	1,345	$95.5B
Q1 2021	1,311	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Greenleaf Trust	18,280	$1.19M	0.02%	–	–
Accretive Wealth Partners, LLC	18,385	$1.20M	1.08%	–	–
Beacon Financial Group	20,253	$1.20M	0.19%	–	–
Wealth Alliance	18,517	$1.21M	0.34%	–	–
Steel Peak Wealth Management LLC	18,588	$1.21M	0.10%	–	–
HighPoint Advisor Group LLC	17,957	$1.21M	0.14%	–	–
Brown Brothers Harriman & Co	18,626	$1.21M	0.01%	–	–
Corient Capital Partners, LLC	18,650	$1.22M	0.10%	–	–
Tranquility Partners, LLC	18,713	$1.22M	0.76%	–	–
Fiduciary Trust Co	18,871	$1.23M	0.02%	–	–
Regentatlantic Capital LLC	19,141	$1.25M	0.04%	–	–
Symmetry Partners, LLC	19,455	$1.27M	0.09%	–	–
Rossmore Private Capital	19,475	$1.27M	0.24%	–	–
Cumberland Partners Ltd	19,500	$1.27M	0.10%	–	–
MD Financial Management Inc.	19,500	$1.27M	0.04%	–	–
Doheny Asset Management	19,595	$1.28M	0.87%	–	–
Signet Investment Advisory Group, Inc.	19,764	$1.29M	1.00%	–	–
Franklin Street Advisors Inc	19,855	$1.29M	0.12%	–	–
Teamwork Financial Advisors, LLC	19,965	$1.30M	0.31%	–	–
DCM Advisors, LLC	20,000	$1.30M	0.76%	–	–
NorthCoast Asset Management LLC	20,099	$1.31M	0.05%	–	–
Greystone Financial Group, LLC	18,649	$1.32M	0.34%	–	–
Allworth Financial LP	20,377	$1.33M	0.03%	–	–
Bowling Portfolio Management LLC	20,593	$1.34M	0.32%	–	–
Gemmer Asset Management LLC	20,611	$1.34M	0.21%	–	–
HM Payson & Co	20,619	$1.34M	0.04%	–	–
Buckingham Strategic Wealth, LLC	20,697	$1.35M	0.07%	–	–
Ameritas Investment Partners, Inc.	20,711	$1.35M	0.05%	–	–
American National Registered Investment Advisor, Inc.	20,995	$1.37M	0.53%	–	–
Lincoln Capital Corp	21,182	$1.38M	0.86%	–	–
Barings LLC	21,639	$1.41M	0.03%	–	–
Gamble Jones Investment Counsel	21,818	$1.42M	0.10%	–	–
Letko, Brosseau & Associates Inc	21,846	$1.42M	0.02%	–	–
Whittier Trust Co of Nevada Inc	21,928	$1.43M	0.06%	–	–
Clifford Swan Investment Counsel LLC	22,050	$1.44M	0.06%	–	–
Leisure Capital Management	22,124	$1.44M	0.87%	–	–
Brasada Capital Management, LP	22,224	$1.45M	0.31%	–	–
Livforsakringsbolaget Skandia, Omsesidigt	22,362	$1.46M	0.10%	–	–
QS Investors, LLC	22,406	$1.46M	0.02%	–	–
Heartland Bank & Trust Co	22,468	$1.46M	1.34%	–	–
Aptus Capital Advisors, LLC	22,507	$1.47M	0.08%	–	–
NEXT Financial Group, Inc	22,521	$1.47M	0.13%	–	–
Advisor Partners LLC	22,578	$1.47M	0.11%	–	–
Stokes Family Office, LLC	22,747	$1.48M	0.23%	–	–
Profund Advisors LLC	22,841	$1.49M	0.06%	–	–
Ropes Wealth Advisors LLC	21,196	$1.50M	0.26%	–	–
Palisade Asset Management, LLC	23,569	$1.54M	0.20%	–	–
Dynamic Technology Lab Private Ltd	23,663	$1.54M	0.17%	–	–
Raymond James Trust N.A.	24,066	$1.57M	0.05%	–	–
Naples Global Advisors, LLC	24,100	$1.57M	0.24%	–	–
GWM Advisors LLC	24,129	$1.57M	0.05%	–	–
Aspiriant, LLC	24,290	$1.58M	0.10%	–	–
L2 Asset Management, LLC	24,425	$1.59M	1.64%	–	–
Cresset Asset Management, LLC	24,622	$1.60M	0.03%	–	–
1st Source Bank	24,635	$1.61M	0.11%	–	–
Bank Pictet & Cie (Asia) Ltd	24,937	$1.63M	0.50%	–	–
Cipher Capital LP	24,971	$1.63M	0.19%	–	–
NJ State Employees Deferred Compensation Plan	25,000	$1.63M	0.23%	–	–
Iat Reinsurance Co Ltd.	25,000	$1.63M	0.25%	–	–
Colonial Trust Advisors	25,097	$1.64M	0.22%	–	–
PCJ Investment Counsel Ltd.	25,350	$1.65M	0.65%	–	–
CWA Asset Management Group, LLC	25,441	$1.66M	0.15%	–	–
DuPont Capital Management Corp	25,682	$1.67M	0.04%	–	–
MAI Capital Management	25,710	$1.68M	0.04%	–	–
Harfst & Associates, Inc.	25,720	$1.68M	0.50%	–	–
York Capital Management Global Advisors, LLC	25,796	$1.68M	0.24%	–	–
Frisch Financial Group, Inc.	26,170	$1.71M	0.57%	–	–
Birmingham Capital Management Co Inc	26,215	$1.71M	0.64%	–	–
Garner Asset Management Corp	26,436	$1.72M	0.91%	–	–
Voya Financial Advisors, Inc.	26,698	$1.73M	0.07%	–	–
LS Investment Advisors, LLC	26,572	$1.73M	0.10%	–	–
Private Wealth Partners, LLC	26,745	$1.74M	0.18%	–	–
TCF National Bank	26,767	$1.75M	0.20%	–	–
Loomis Sayles & Co L P	26,906	$1.75M	0.00%	–	–
Central Trust Co	27,319	$1.78M	0.07%	–	–
Verition Fund Management LLC	27,408	$1.79M	0.03%	–	–
Perigon Wealth Management, LLC	27,564	$1.80M	0.18%	–	–
Armstrong Henry H Associates Inc	27,591	$1.80M	0.22%	–	–
First Hawaiian Bank	27,686	$1.80M	0.08%	–	–
Canton Hathaway, LLC	27,858	$1.82M	0.58%	–	–
Vestcor Inc	27,880	$1.82M	0.07%	–	–
Fosun International Ltd	28,400	$1.84M	0.14%	–	–
Regions Financial Corp	28,357	$1.85M	0.02%	–	–
Cascade Investment Advisors, Inc.	28,590	$1.86M	1.21%	–	–
Tiaa, FSB	28,871	$1.88M	0.01%	–	–
Johnson Investment Counsel Inc	29,030	$1.89M	0.03%	–	–
Bessemer Securities LLC	29,210	$1.90M	0.81%	–	–
Aj Wealth Strategies, LLC	29,562	$1.93M	0.14%	–	–
Chesley Taft & Associates LLC	28,431	$1.94M	0.12%	–	–
GHP Investment Advisors, Inc.	30,019	$1.96M	0.17%	–	–
Conning Inc.	30,127	$1.96M	0.06%	–	–
Stanley-Laman Group, Ltd.	30,188	$1.97M	0.32%	–	–
Allstate Corp	30,254	$1.97M	0.06%	–	–
Kestra Advisory Services, LLC	30,355	$1.98M	0.03%	–	–
Everence Capital Management Inc	30,770	$2.01M	0.18%	–	–
Quantbot Technologies LP	31,013	$2.02M	0.19%	–	–
United Capital Financial Advisers, LLC	31,093	$2.03M	0.01%	–	–
Siemens Fonds Invest GmbH	31,403	$2.05M	0.20%	–	–
Hantz Financial Services, Inc.	31,756	$2.07M	0.09%	–	–
Bartlett & Co. LLC	31,805	$2.07M	0.04%	–	–