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
Cigna Investments Inc	53,252	$3.47M	0.24%	–	–
Wolverine Trading, LLC	53,156	$3.44M	0.07%	–	–
East Coast Asset Management, LLC.	52,743	$3.44M	0.92%	–	–
Dowling & Yahnke LLC	52,491	$3.42M	0.23%	–	–
Moody Lynn & Lieberson, LLC	51,819	$3.38M	0.28%	–	–
Credit Agricole S A	51,418	$3.35M	0.13%	–	–
Pinebridge Investments, L.P.	50,763	$3.31M	0.04%	–	–
Odey Asset Management Group Ltd	50,700	$3.31M	0.93%	–	–
Heron Bay Capital Management	50,506	$3.29M	1.96%	–	–
Atria Investments LLC	50,364	$3.28M	0.07%	–	–
Stonebridge Capital Advisors LLC	50,305	$3.28M	0.43%	–	–
Harrington Investments, INC	50,180	$3.27M	2.05%	–	–
Gill Capital Partners, LLC	50,083	$3.26M	1.66%	–	–
Global Frontier Investments LLC	50,000	$3.26M	2.81%	–	–
Brinker Capital Investments, LLC	49,893	$3.25M	0.05%	–	–
BP PLC	49,292	$3.21M	0.11%	–	–
LeJeune Puetz Investment Counsel LLC	49,035	$3.20M	1.25%	–	–
Torray LLC	48,878	$3.19M	0.50%	–	–
Signet Financial Management, LLC	48,858	$3.19M	0.60%	–	–
Main Street Research LLC	48,513	$3.16M	0.30%	–	–
Investment Research & Advisory Group, Inc.	48,165	$3.14M	2.34%	–	–
CSat Investment Advisory, L.P.	47,839	$3.12M	2.62%	–	–
Hoylecohen, LLC	47,754	$3.11M	0.32%	–	–
Argent Trust Co	47,556	$3.10M	0.22%	–	–
Northwest Investment Counselors, LLC	47,508	$3.10M	0.88%	–	–
Mraz, Amerine & Associates, Inc.	47,335	$3.08M	0.90%	–	–
IBM Retirement Fund	46,960	$3.06M	0.22%	–	–
Capital Investment Counsel, Inc	46,949	$3.06M	0.82%	–	–
Northwestern Mutual Wealth Management Co	46,887	$3.06M	0.01%	–	–
Norinchukin Bank, The	46,197	$3.01M	0.04%	–	–
Private Advisor Group, LLC	46,194	$3.01M	0.03%	–	–
Panagora Asset Management Inc	46,118	$3.01M	0.02%	–	–
Lazard Freres Gestion S.A.S.	54,125	$3.00M	0.10%	–	–
ACG Wealth	45,626	$2.97M	0.39%	–	–
Webster Bank, N. A.	45,337	$2.96M	0.34%	–	–
Veritable, L.P.	45,342	$2.96M	0.05%	–	–
Oppenheimer Asset Management Inc.	45,278	$2.95M	0.05%	–	–
Achmea Investment Management B.V.	45,250	$2.95M	0.10%	–	–
Thompson Investment Management, Inc.	45,172	$2.94M	0.44%	–	–
SOL Capital Management CO	45,141	$2.94M	0.62%	–	–
Scotia Capital Inc.	45,029	$2.94M	0.02%	–	–
Cerity Partners LLC	44,925	$2.93M	0.07%	–	–
Spire Wealth Management	45,317	$2.93M	0.08%	–	–
Twin Capital Management Inc	44,906	$2.93M	0.29%	–	–
Commerce Bank	44,849	$2.92M	0.02%	–	–
Princeton Portfolio Strategies Group LLC	44,264	$2.88M	0.56%	–	–
Chartwell Investment Partners, LLC	44,064	$2.87M	0.09%	–	–
Usca Ria LLC	43,081	$2.81M	0.18%	–	–
Kentucky Retirement Systems Insurance Trust Fund	42,491	$2.77M	0.30%	–	–
KCM Investment Advisors LLC	42,424	$2.77M	0.12%	–	–
Condor Capital Management	41,851	$2.73M	0.32%	–	–
Connable Office Inc	41,834	$2.73M	0.40%	–	–
West Oak Capital, LLC	41,555	$2.71M	1.16%	–	–
Sumitomo Life Insurance Co	40,824	$2.66M	0.11%	–	–
K.J. Harrison & Partners Inc	40,583	$2.65M	0.41%	–	–
Roundview Capital LLC	40,473	$2.64M	0.33%	–	–
Worldquant Millennium Advisors LLC	40,317	$2.63M	0.06%	–	–
Miramar Capital, LLC	40,312	$2.63M	1.17%	–	–
Kinneret Advisory, LLC	40,195	$2.62M	0.34%	–	–
Advisors Asset Management, Inc.	40,022	$2.61M	0.04%	–	–
Cetera Investment Advisers	39,830	$2.60M	0.05%	–	–
Advisory Services Network, LLC	39,414	$2.57M	0.10%	–	–
Kohmann Bosshard Financial Services, LLC	39,401	$2.57M	0.69%	–	–
Sculati Wealth Management, LLC	39,102	$2.55M	1.47%	–	–
Trillium Asset Management, LLC	38,954	$2.54M	0.08%	–	–
Pinnacle Associates Ltd	38,614	$2.52M	0.05%	–	–
Watchman Group, Inc.	38,340	$2.50M	1.54%	–	–
Meiji Yasuda Life Insurance Co	38,280	$2.50M	0.05%	–	–
Granite Investment Partners, LLC	38,136	$2.49M	0.08%	–	–
Salvus Wealth Management, LLC	37,110	$2.48M	2.32%	–	–
Sustainable Insight Capital Management, LLC	37,906	$2.47M	1.64%	–	–
Segall Bryant & Hamill, LLC	37,831	$2.47M	0.02%	–	–
Wunderlich Capital Managemnt	37,829	$2.47M	1.35%	–	–
Williams Jones Wealth Management, LLC.	37,698	$2.46M	0.04%	–	–
World Asset Management Inc	34,863	$2.45M	0.22%	–	–
Malaga Cove Capital, LLC	36,967	$2.41M	1.03%	–	–
Redmond Asset Management, LLC	36,605	$2.38M	0.74%	–	–
Telemus Capital, LLC	34,660	$2.36M	0.16%	–	–
RiverPark Advisors, LLC	36,195	$2.36M	0.39%	–	–
Pettee Investors, Inc.	35,763	$2.33M	1.13%	–	–
Aurora Investment Counsel	35,564	$2.32M	1.71%	–	–
Appleton Partners Inc	35,424	$2.31M	0.21%	–	–
Wealthfront Advisers LLC	35,307	$2.30M	0.01%	–	–
National Asset Management, Inc.	36,143	$2.30M	0.08%	–	–
High Pointe Capital Management LLC	34,965	$2.28M	2.00%	–	–
Linscomb & Williams, Inc.	34,673	$2.26M	0.12%	–	–
Harbour Capital Advisors, LLC	34,633	$2.26M	0.66%	–	–
Destination Wealth Management	34,600	$2.25M	0.09%	–	–
Rockefeller Capital Management L.P.	34,542	$2.25M	0.02%	–	–
Redpoint Investment Management Pty Ltd	34,324	$2.24M	0.19%	–	–
ICICI Prudential Asset Management Co Ltd	34,460	$2.23M	1.15%	–	–
Wetherby Asset Management Inc	34,164	$2.23M	0.17%	–	–
L & S Advisors Inc	33,894	$2.21M	0.25%	–	–
Hudson Canyon Capital Management	33,882	$2.21M	1.73%	–	–
Keybank National Association	33,626	$2.19M	0.01%	–	–
ExodusPoint Capital Management, LP	33,449	$2.18M	0.04%	–	–
180 Wealth Advisors, LLC	30,180	$2.18M	0.54%	–	–
Federated Hermes, Inc.	33,254	$2.17M	0.00%	–	–
Courier Capital LLC	33,251	$2.17M	0.22%	–	–
Tdam USA Inc.	33,185	$2.16M	0.13%	–	–