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
Qube Research & Technologies Ltd	32,906	$2.15M	0.04%	–	–
Stratos Wealth Partners, LTD.	32,770	$2.14M	0.06%	–	–
Eqis Capital Management, Inc.	32,675	$2.13M	0.17%	–	–
Sowell Financial Services LLC	29,537	$2.11M	0.07%	–	–
Seeyond	32,373	$2.11M	0.21%	–	–
Ethic Inc.	32,351	$2.11M	0.38%	–	–
Red Spruce Capital, LLC	32,310	$2.11M	1.34%	–	–
Private Asset Management Inc	32,139	$2.10M	0.29%	–	–
Walter & Keenan Financial Consulting Co	31,893	$2.08M	0.74%	–	–
Bartlett & Co. Wealth Management LLC	31,805	$2.07M	0.04%	–	–
Bartlett & Co. LLC	31,805	$2.07M	0.04%	–	–
Hantz Financial Services, Inc.	31,756	$2.07M	0.09%	–	–
Siemens Fonds Invest GmbH	31,403	$2.05M	0.20%	–	–
United Capital Financial Advisers, LLC	31,093	$2.03M	0.01%	–	–
Quantbot Technologies LP	31,013	$2.02M	0.19%	–	–
Everence Capital Management Inc	30,770	$2.01M	0.18%	–	–
Kestra Advisory Services, LLC	30,355	$1.98M	0.03%	–	–
Allstate Corp	30,254	$1.97M	0.06%	–	–
Stanley-Laman Group, Ltd.	30,188	$1.97M	0.32%	–	–
Conning Inc.	30,127	$1.96M	0.06%	–	–
GHP Investment Advisors, Inc.	30,019	$1.96M	0.17%	–	–
Chesley Taft & Associates LLC	28,431	$1.94M	0.12%	–	–
Aj Wealth Strategies, LLC	29,562	$1.93M	0.14%	–	–
Bessemer Securities LLC	29,210	$1.90M	0.81%	–	–
Johnson Investment Counsel Inc	29,030	$1.89M	0.03%	–	–
Tiaa, FSB	28,871	$1.88M	0.01%	–	–
Cascade Investment Advisors, Inc.	28,590	$1.86M	1.21%	–	–
Regions Financial Corp	28,357	$1.85M	0.02%	–	–
Fosun International Ltd	28,400	$1.84M	0.14%	–	–
Vestcor Inc	27,880	$1.82M	0.07%	–	–
Canton Hathaway, LLC	27,858	$1.82M	0.58%	–	–
First Hawaiian Bank	27,686	$1.80M	0.08%	–	–
Armstrong Henry H Associates Inc	27,591	$1.80M	0.22%	–	–
Perigon Wealth Management, LLC	27,564	$1.80M	0.18%	–	–
Verition Fund Management LLC	27,408	$1.79M	0.03%	–	–
Central Trust Co	27,319	$1.78M	0.07%	–	–
Loomis Sayles & Co L P	26,906	$1.75M	0.00%	–	–
TCF National Bank	26,767	$1.75M	0.20%	–	–
Private Wealth Partners, LLC	26,745	$1.74M	0.18%	–	–
LS Investment Advisors, LLC	26,572	$1.73M	0.10%	–	–
Voya Financial Advisors, Inc.	26,698	$1.73M	0.07%	–	–
Garner Asset Management Corp	26,436	$1.72M	0.91%	–	–
Birmingham Capital Management Co Inc	26,215	$1.71M	0.64%	–	–
Frisch Financial Group, Inc.	26,170	$1.71M	0.57%	–	–
York Capital Management Global Advisors, LLC	25,796	$1.68M	0.24%	–	–
MAI Capital Management	25,710	$1.68M	0.04%	–	–
Harfst & Associates, Inc.	25,720	$1.68M	0.50%	–	–
DuPont Capital Management Corp	25,682	$1.67M	0.04%	–	–
CWA Asset Management Group, LLC	25,441	$1.66M	0.15%	–	–
PCJ Investment Counsel Ltd.	25,350	$1.65M	0.65%	–	–
Colonial Trust Advisors	25,097	$1.64M	0.22%	–	–
NJ State Employees Deferred Compensation Plan	25,000	$1.63M	0.23%	–	–
Iat Reinsurance Co Ltd.	25,000	$1.63M	0.25%	–	–
Cipher Capital LP	24,971	$1.63M	0.19%	–	–
Bank Pictet & Cie (Asia) Ltd	24,937	$1.63M	0.50%	–	–
1st Source Bank	24,635	$1.61M	0.11%	–	–
Cresset Asset Management, LLC	24,622	$1.60M	0.03%	–	–
L2 Asset Management, LLC	24,425	$1.59M	1.64%	–	–
Aspiriant, LLC	24,290	$1.58M	0.10%	–	–
GWM Advisors LLC	24,129	$1.57M	0.05%	–	–
Naples Global Advisors, LLC	24,100	$1.57M	0.24%	–	–
Raymond James Trust N.A.	24,066	$1.57M	0.05%	–	–
Dynamic Technology Lab Private Ltd	23,663	$1.54M	0.17%	–	–
Palisade Asset Management, LLC	23,569	$1.54M	0.20%	–	–
Ropes Wealth Advisors LLC	21,196	$1.50M	0.26%	–	–
Profund Advisors LLC	22,841	$1.49M	0.06%	–	–
Stokes Family Office, LLC	22,747	$1.48M	0.23%	–	–
Advisor Partners LLC	22,578	$1.47M	0.11%	–	–
NEXT Financial Group, Inc	22,521	$1.47M	0.13%	–	–
Aptus Capital Advisors, LLC	22,507	$1.47M	0.08%	–	–
Heartland Bank & Trust Co	22,468	$1.46M	1.34%	–	–
QS Investors, LLC	22,406	$1.46M	0.02%	–	–
Livforsakringsbolaget Skandia, Omsesidigt	22,362	$1.46M	0.10%	–	–
Brasada Capital Management, LP	22,224	$1.45M	0.31%	–	–
Leisure Capital Management	22,124	$1.44M	0.87%	–	–
Clifford Swan Investment Counsel LLC	22,050	$1.44M	0.06%	–	–
Whittier Trust Co of Nevada Inc	21,928	$1.43M	0.06%	–	–
Letko, Brosseau & Associates Inc	21,846	$1.42M	0.02%	–	–
Gamble Jones Investment Counsel	21,818	$1.42M	0.10%	–	–
Barings LLC	21,639	$1.41M	0.03%	–	–
Lincoln Capital Corp	21,182	$1.38M	0.86%	–	–
American National Registered Investment Advisor, Inc.	20,995	$1.37M	0.53%	–	–
Ameritas Investment Partners, Inc.	20,711	$1.35M	0.05%	–	–
Buckingham Strategic Wealth, LLC	20,697	$1.35M	0.07%	–	–
HM Payson & Co	20,619	$1.34M	0.04%	–	–
Gemmer Asset Management LLC	20,611	$1.34M	0.21%	–	–
Bowling Portfolio Management LLC	20,593	$1.34M	0.32%	–	–
Allworth Financial LP	20,377	$1.33M	0.03%	–	–
Greystone Financial Group, LLC	18,649	$1.32M	0.34%	–	–
NorthCoast Asset Management LLC	20,099	$1.31M	0.05%	–	–
DCM Advisors, LLC	20,000	$1.30M	0.76%	–	–
Teamwork Financial Advisors, LLC	19,965	$1.30M	0.31%	–	–
Franklin Street Advisors Inc	19,855	$1.29M	0.12%	–	–
Signet Investment Advisory Group, Inc.	19,764	$1.29M	1.00%	–	–
Doheny Asset Management	19,595	$1.28M	0.87%	–	–
Cumberland Partners Ltd	19,500	$1.27M	0.10%	–	–
MD Financial Management Inc.	19,500	$1.27M	0.04%	–	–
Rossmore Private Capital	19,475	$1.27M	0.24%	–	–
Symmetry Partners, LLC	19,455	$1.27M	0.09%	–	–
Regentatlantic Capital LLC	19,141	$1.25M	0.04%	–	–