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
Bartlett & Co. Wealth Management LLC	31,805	$2.07M	0.04%	–	–
Walter & Keenan Financial Consulting Co	31,893	$2.08M	0.74%	–	–
Private Asset Management Inc	32,139	$2.10M	0.29%	–	–
Red Spruce Capital, LLC	32,310	$2.11M	1.34%	–	–
Ethic Inc.	32,351	$2.11M	0.38%	–	–
Seeyond	32,373	$2.11M	0.21%	–	–
Sowell Financial Services LLC	29,537	$2.11M	0.07%	–	–
Eqis Capital Management, Inc.	32,675	$2.13M	0.17%	–	–
Stratos Wealth Partners, LTD.	32,770	$2.14M	0.06%	–	–
Qube Research & Technologies Ltd	32,906	$2.15M	0.04%	–	–
Tdam USA Inc.	33,185	$2.16M	0.13%	–	–
Courier Capital LLC	33,251	$2.17M	0.22%	–	–
Federated Hermes, Inc.	33,254	$2.17M	0.00%	–	–
180 Wealth Advisors, LLC	30,180	$2.18M	0.54%	–	–
ExodusPoint Capital Management, LP	33,449	$2.18M	0.04%	–	–
Keybank National Association	33,626	$2.19M	0.01%	–	–
Hudson Canyon Capital Management	33,882	$2.21M	1.73%	–	–
L & S Advisors Inc	33,894	$2.21M	0.25%	–	–
Wetherby Asset Management Inc	34,164	$2.23M	0.17%	–	–
ICICI Prudential Asset Management Co Ltd	34,460	$2.23M	1.15%	–	–
Redpoint Investment Management Pty Ltd	34,324	$2.24M	0.19%	–	–
Rockefeller Capital Management L.P.	34,542	$2.25M	0.02%	–	–
Destination Wealth Management	34,600	$2.25M	0.09%	–	–
Harbour Capital Advisors, LLC	34,633	$2.26M	0.66%	–	–
Linscomb & Williams, Inc.	34,673	$2.26M	0.12%	–	–
High Pointe Capital Management LLC	34,965	$2.28M	2.00%	–	–
National Asset Management, Inc.	36,143	$2.30M	0.08%	–	–
Wealthfront Advisers LLC	35,307	$2.30M	0.01%	–	–
Appleton Partners Inc	35,424	$2.31M	0.21%	–	–
Aurora Investment Counsel	35,564	$2.32M	1.71%	–	–
Pettee Investors, Inc.	35,763	$2.33M	1.13%	–	–
RiverPark Advisors, LLC	36,195	$2.36M	0.39%	–	–
Telemus Capital, LLC	34,660	$2.36M	0.16%	–	–
Redmond Asset Management, LLC	36,605	$2.38M	0.74%	–	–
Malaga Cove Capital, LLC	36,967	$2.41M	1.03%	–	–
World Asset Management Inc	34,863	$2.45M	0.22%	–	–
Williams Jones Wealth Management, LLC.	37,698	$2.46M	0.04%	–	–
Segall Bryant & Hamill, LLC	37,831	$2.47M	0.02%	–	–
Wunderlich Capital Managemnt	37,829	$2.47M	1.35%	–	–
Sustainable Insight Capital Management, LLC	37,906	$2.47M	1.64%	–	–
Salvus Wealth Management, LLC	37,110	$2.48M	2.32%	–	–
Granite Investment Partners, LLC	38,136	$2.49M	0.08%	–	–
Meiji Yasuda Life Insurance Co	38,280	$2.50M	0.05%	–	–
Watchman Group, Inc.	38,340	$2.50M	1.54%	–	–
Pinnacle Associates Ltd	38,614	$2.52M	0.05%	–	–
Trillium Asset Management, LLC	38,954	$2.54M	0.08%	–	–
Sculati Wealth Management, LLC	39,102	$2.55M	1.47%	–	–
Kohmann Bosshard Financial Services, LLC	39,401	$2.57M	0.69%	–	–
Advisory Services Network, LLC	39,414	$2.57M	0.10%	–	–
Cetera Investment Advisers	39,830	$2.60M	0.05%	–	–
Advisors Asset Management, Inc.	40,022	$2.61M	0.04%	–	–
Kinneret Advisory, LLC	40,195	$2.62M	0.34%	–	–
Worldquant Millennium Advisors LLC	40,317	$2.63M	0.06%	–	–
Miramar Capital, LLC	40,312	$2.63M	1.17%	–	–
Roundview Capital LLC	40,473	$2.64M	0.33%	–	–
K.J. Harrison & Partners Inc	40,583	$2.65M	0.41%	–	–
Sumitomo Life Insurance Co	40,824	$2.66M	0.11%	–	–
West Oak Capital, LLC	41,555	$2.71M	1.16%	–	–
Connable Office Inc	41,834	$2.73M	0.40%	–	–
Condor Capital Management	41,851	$2.73M	0.32%	–	–
KCM Investment Advisors LLC	42,424	$2.77M	0.12%	–	–
Kentucky Retirement Systems Insurance Trust Fund	42,491	$2.77M	0.30%	–	–
Usca Ria LLC	43,081	$2.81M	0.18%	–	–
Chartwell Investment Partners, LLC	44,064	$2.87M	0.09%	–	–
Princeton Portfolio Strategies Group LLC	44,264	$2.88M	0.56%	–	–
Commerce Bank	44,849	$2.92M	0.02%	–	–
Twin Capital Management Inc	44,906	$2.93M	0.29%	–	–
Cerity Partners LLC	44,925	$2.93M	0.07%	–	–
Spire Wealth Management	45,317	$2.93M	0.08%	–	–
Scotia Capital Inc.	45,029	$2.94M	0.02%	–	–
SOL Capital Management CO	45,141	$2.94M	0.62%	–	–
Thompson Investment Management, Inc.	45,172	$2.94M	0.44%	–	–
Achmea Investment Management B.V.	45,250	$2.95M	0.10%	–	–
Oppenheimer Asset Management Inc.	45,278	$2.95M	0.05%	–	–
Webster Bank, N. A.	45,337	$2.96M	0.34%	–	–
Veritable, L.P.	45,342	$2.96M	0.05%	–	–
ACG Wealth	45,626	$2.97M	0.39%	–	–
Lazard Freres Gestion S.A.S.	54,125	$3.00M	0.10%	–	–
Panagora Asset Management Inc	46,118	$3.01M	0.02%	–	–
Norinchukin Bank, The	46,197	$3.01M	0.04%	–	–
Private Advisor Group, LLC	46,194	$3.01M	0.03%	–	–
Northwestern Mutual Wealth Management Co	46,887	$3.06M	0.01%	–	–
Capital Investment Counsel, Inc	46,949	$3.06M	0.82%	–	–
IBM Retirement Fund	46,960	$3.06M	0.22%	–	–
Mraz, Amerine & Associates, Inc.	47,335	$3.08M	0.90%	–	–
Northwest Investment Counselors, LLC	47,508	$3.10M	0.88%	–	–
Argent Trust Co	47,556	$3.10M	0.22%	–	–
Hoylecohen, LLC	47,754	$3.11M	0.32%	–	–
CSat Investment Advisory, L.P.	47,839	$3.12M	2.62%	–	–
Investment Research & Advisory Group, Inc.	48,165	$3.14M	2.34%	–	–
Main Street Research LLC	48,513	$3.16M	0.30%	–	–
Signet Financial Management, LLC	48,858	$3.19M	0.60%	–	–
Torray LLC	48,878	$3.19M	0.50%	–	–
LeJeune Puetz Investment Counsel LLC	49,035	$3.20M	1.25%	–	–
BP PLC	49,292	$3.21M	0.11%	–	–
Brinker Capital Investments, LLC	49,893	$3.25M	0.05%	–	–
Global Frontier Investments LLC	50,000	$3.26M	2.81%	–	–
Gill Capital Partners, LLC	50,083	$3.26M	1.66%	–	–
Harrington Investments, INC	50,180	$3.27M	2.05%	–	–
Stonebridge Capital Advisors LLC	50,305	$3.28M	0.43%	–	–