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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
Fiduciary Trust Co18,871$1.23M0.02%––
Tranquility Partners, LLC18,713$1.22M0.76%––
Corient Capital Partners, LLC18,650$1.22M0.10%––
Brown Brothers Harriman & Co18,626$1.21M0.01%––
HighPoint Advisor Group LLC17,957$1.21M0.14%––
Steel Peak Wealth Management LLC18,588$1.21M0.10%––
Wealth Alliance18,517$1.21M0.34%––
Beacon Financial Group20,253$1.20M0.19%––
Accretive Wealth Partners, LLC18,385$1.20M1.08%––
Greenleaf Trust18,280$1.19M0.02%––
Old National Bancorp18,250$1.19M0.05%––
Gilman Hill Asset Management, LLC18,160$1.18M0.33%––
Hennion & Walsh Asset Management, Inc.18,058$1.18M0.07%––
Vontobel Holding Ltd.18,045$1.18M0.01%––
IFG Advisory, LLC18,028$1.18M0.15%––
Penserra Capital Management LLC17,811$1.16M0.02%––
Caldwell Trust Co17,792$1.16M0.16%––
Cullen/Frost Bankers, Inc.17,506$1.14M0.03%––
Brown Capital Management LLC17,483$1.14M0.01%––
Kelly Lawrence W & Associates Inc17,468$1.14M0.27%––
Bingham Osborn & Scarborough LLC17,435$1.14M0.09%––
Altium Wealth Management LLC17,423$1.14M0.09%––
Neumann Capital Management, LLC17,343$1.13M0.54%––
Colony Group LLC17,281$1.13M0.02%––
Round Table Services, LLC17,271$1.13M0.27%––
Bridgefront Capital, LLC17,058$1.11M0.35%––
Moseley Investment Management Inc17,036$1.11M0.61%––
Legacy Wealth Asset Management, LLC16,920$1.10M0.51%––
McCarthy Asset Management, Inc.16,886$1.10M0.86%––
Bank of Hawaii16,766$1.09M0.07%––
Lee Capital Holdings LLC16,740$1.09M0.50%––
JNBA Financial Advisors16,695$1.09M0.16%––
Mission Creek Capital Partners, Inc.16,699$1.09M0.16%––
Boston Common Asset Management, LLC16,585$1.08M0.07%––
Nicholas Hoffman & Company, LLC.16,525$1.08M0.22%––
Aspen Investment Management Inc16,480$1.07M0.60%––
Pettyjohn, Wood & White, Inc16,352$1.07M0.25%––
Wealthspire Advisors, LLC16,325$1.06M0.03%––
Diversified Investment Strategies, LLC16,250$1.06M0.82%––
Semmax Financial Advisors Inc.16,255$1.06M0.38%––
We Are One Seven, LLC16,139$1.05M0.18%––
Providence Wealth Advisors, LLC15,834$1.03M0.76%––
InTrack Investment Management Inc15,800$1.03M0.95%––
FDx Advisors, Inc.15,655$1.02M0.04%––
Professional Financial Advisors, LLC15,635$1.02M0.63%––
Fruth Investment Management15,512$1.01M0.32%––
CWM, LLC13,842$1.01M0.01%––
Beacon Pointe Advisors, LLC15,476$1.01M0.06%––
Sentry Investment Management LLC15,362$1.00M0.28%––
Maverick Capital LtdSuperinvestorMaverick Capital15,360$1.00M0.01%––
Ambassador Advisors, LLC15,295$997.0K0.22%––
Sovarnum Capital L.P.15,000$978.0K0.74%––
Sage Rhino Capital LLC14,979$976.0K0.32%––
JustInvest LLC14,916$972.0K0.15%––
Northwest & Ethical Investments L.P.14,750$961.4K0.03%––
Wedbush Securities Inc14,751$961.0K0.05%––
Royce & Associates LP14,671$956.0K0.01%––
Standard Family Office LLC14,659$955.0K0.23%––
Uncommon Cents Investing LLC14,597$951.0K0.41%––
Avalon Investment & Advisory14,374$937.0K0.02%––
Pillar Pacific Capital Management LLC14,336$934.0K0.07%––
EP Wealth Advisors, LLC14,329$934.0K0.03%––
Steward Partners Investment Advisory, LLC14,321$933.4K0.02%––
Mogy Joel R Investment Counsel Inc14,300$932.0K0.09%––
First Financial Corp14,138$922.0K0.64%––
Arden Trust Co14,044$916.0K0.15%––
Johnson Financial Group, Inc.13,935$908.0K0.06%––
Veriti Management LLC13,884$905.0K0.24%––
Unigestion Holding SA13,755$897.0K0.03%––
Essex Savings Bank14,411$890.0K0.39%––
Evergreen Capital Management LLC13,587$886.0K0.05%––
44 Wealth Management LLC13,515$881.0K0.37%––
BBR Partners, LLC13,435$876.0K0.07%––
Arbor Trust Wealth Advisors, LLC13,280$871.0K0.58%––
First Dallas Securities Inc.13,200$860.0K0.73%––
Checchi Capital Advisers, LLC13,121$855.0K0.12%––
Capital Advisors Inc13,074$852.0K0.03%––
Chicago Partners Investment Group LLC12,525$849.0K0.07%––
Nuance Investments, LLC13,004$847.0K0.02%––
Grove Bank & Trust12,977$846.0K0.20%––
HCR Wealth Advisors12,867$839.0K0.17%––
Summit Asset Management, LLC12,813$835.0K0.28%––
Central Bank & Trust Co12,735$830.0K0.14%––
Tokio Marine Asset Management Co Ltd12,702$828.0K0.08%––
Signaturefd, LLC12,689$827.0K0.04%––
CAPROCK Group, Inc.12,586$820.0K0.09%––
Caas Capital Management LP12,500$815.0K0.02%––
Diversified Trust Co12,414$809.0K0.03%––
Hyperion Asset Management Ltd12,290$801.0K0.06%––
Advisory Research Inc12,253$799.0K0.06%––
Clean Yield Group12,190$795.0K0.33%––
Coastal Investment Advisors, Inc.12,091$788.0K0.21%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC11,904$774.0K0.08%––
Richard Bernstein Advisors LLC11,811$770.0K0.02%––
Walleye Capital LLC11,821$770.0K0.05%––
Powell Investment Advisors, LLC11,714$764.0K0.50%––
Axiom Investment Management LLC11,622$757.0K0.62%––
Kiley Juergens Wealth Management, LLC11,610$756.0K0.39%––
Apriem Advisors11,582$755.0K0.12%––
O'Shaughnessy Asset Management, LLC11,571$754.0K0.02%––