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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
Cozad Asset Management Inc11,559$753.0K0.12%––
IMS Capital Management11,530$752.0K0.47%––
Elmwood Wealth Management, Inc.11,171$728.0K0.44%––
Hardy Reed LLC11,120$725.0K0.14%––
Bank of the West11,019$718.0K0.08%––
Trust Asset Management LLC10,918$712.0K0.09%––
Hyperion Capital Advisors LP10,899$710.0K0.23%––
RMR Wealth Builders10,893$710.0K0.18%––
Ninety One SA (PTY) Ltd10,877$709.0K0.27%––
Agf Investments Inc.10,764$702.0K0.01%––
Quadrant Capital Group LLC10,769$702.0K0.11%––
Canvas Wealth Advisors, LLC10,375$702.0K0.41%––
Almanack Investment Partners, LLC.10,751$701.0K0.07%––
Cookson Peirce & Co Inc10,724$699.0K0.05%––
TCTC Holdings, LLC10,720$699.0K0.03%––
Kestra Private Wealth Services, LLC10,677$696.0K0.05%––
Dana Investment Advisors, Inc.10,645$694.0K0.03%––
Patriot Investment Management Inc.10,650$694.0K0.07%––
Stelac Advisory Services LLC10,636$693.0K0.26%––
Osborne Partners Capital Management, LLC10,601$691.0K0.06%––
Sun Life Financial INC10,478$682.0K0.06%––
Toroso Investments, LLC10,440$680.0K0.03%––
Cascadia Advisory Services, LLC10,434$680.0K0.15%––
Smith, Moore & Co.10,413$679.0K0.11%––
Empirical Finance, LLC12,770$677.0K0.12%––
Orca Investment Management, LLC10,213$666.0K0.69%––
SNS Financial Group, LLC10,155$662.0K0.09%––
Greatmark Investment Partners, Inc.10,102$658.0K0.13%––
Pitcairn Co10,023$653.0K0.05%––
Morse Asset Management, Inc10,000$652.0K0.17%––
AGF Investments LLC9,945$648.0K0.08%––
Private Ocean, LLC9,865$643.0K0.11%––
Allen Capital Group, LLC9,848$642.0K0.14%––
Ballentine Partners, LLC9,813$640.0K0.02%––
Squarepoint Ops LLC9,800$639.0K0.01%––
ETF Managers Group, LLC9,816$636.0K0.01%––
Logan Capital Management Inc9,729$634.0K0.03%––
Iridian Asset Management LLC9,709$633.0K0.01%––
Intrust Bank NA9,635$628.0K0.09%––
Leelyn Smith, LLC9,540$622.0K0.19%––
Navalign, LLC9,482$618.0K0.27%––
Barrett Asset Management, LLC9,452$616.0K0.03%––
Salem Investment Counselors Inc9,434$615.0K0.04%––
Mizuho Markets Cayman LP9,314$607.0K0.09%––
Focus Financial Network, Inc.9,302$606.3K0.07%––
Burke & Herbert Bank & Trust Co9,300$606.0K0.42%––
DAGCO, Inc.9,200$600.0K0.30%––
Full18 Capital LLC11,583$597.0K0.29%––
Cannell Peter B & Co Inc9,146$596.0K0.02%––
First Midwest Bank Trust Division9,120$594.0K0.08%––
Ironwood Financial, llc9,111$594.0K0.19%––
Fulton Bank, N.A.9,078$592.0K0.03%––
Stratos Wealth Advisors, LLC8,986$586.0K0.06%––
Loveless Wealth Management LLC8,960$584.0K0.39%––
FineMark National Bank & Trust8,894$580.0K0.02%––
IFP Advisors, Inc8,816$574.0K0.01%––
Systematic Alpha Investments, LLC8,800$574.0K0.04%––
Waldron Private Wealth LLC8,796$573.0K0.04%––
Burns Matteson Capital Management, LLC8,621$561.9K0.54%––
Gyon Technologies Capital Management, LP8,464$552.0K0.24%––
Laurel Wealth Advisors, Inc.8,461$551.0K0.08%––
Vestmark Advisory Solutions, Inc.8,424$549.0K0.05%––
Harbour Investments, Inc.8,195$534.0K0.02%––
Equitable Trust Co8,153$531.0K0.04%––
Arkadios Wealth Advisors8,119$529.0K0.09%––
Boston Financial Mangement LLC8,054$525.0K0.02%––
Bahl & Gaynor Inc8,040$524.0K0.00%––
Lake Street Advisors Group, LLC7,925$517.0K0.04%––
Odey Holdings AG7,900$515.0K4.64%––
WealthStone, Inc.7,862$512.0K0.18%––
Pearl River Capital, LLC7,754$505.0K0.16%––
Robertson Stephens Wealth Management, LLC7,696$501.0K0.08%––
Bragg Financial Advisors, Inc7,676$500.0K0.03%––
Chilton Capital Management LLC7,645$498.0K0.03%––
Stonnington Group, LLC7,200$498.0K0.12%––
American Money Management, LLC7,643$498.0K0.19%––
Polaris Wealth Advisory Group, LLC7,338$496.0K0.03%––
Davidson Investment Advisors7,600$495.0K0.04%––
Proficio Capital Partners LLC7,581$494.0K0.06%––
Garrison Point Advisors, LLC7,290$475.0K0.37%––
Violich Capital Management, Inc.7,260$473.0K0.09%––
Buckley Wealth Management, LLC7,156$466.0K0.17%––
Ashton Thomas Private Wealth, LLC7,117$463.9K0.08%––
Clearstead Advisors, LLC7,104$463.0K0.04%––
Huntington National Bank7,071$461.0K0.01%––
Hennessy Advisors Inc7,000$456.0K0.03%––
Archford Capital Strategies, LLC6,927$454.0K0.12%––
GFG Capital, LLC6,966$454.0K0.16%––
Rothschild Investment Corp6,950$453.0K0.04%––
Fukoku Mutual Life Insurance Co6,950$453.0K0.04%––
Nicolet Bankshares Inc6,943$453.0K0.13%––
Edgewood Management LLC6,900$450.0K0.00%––
Strategic Blueprint, LLC6,837$446.0K0.10%––
Wintrust Investments LLC6,827$445.0K0.05%––
Capital Advantage, Inc.6,828$445.0K0.12%––
Sheets Smith Wealth Management6,817$444.0K0.07%––
Obermeyer Wood Investment Counsel, LLLP6,784$442.0K0.03%––
TCG Advisory Services, LLC6,775$442.0K0.13%––
Transcend Wealth Collective, LLC6,688$437.0K0.05%––
Hollencrest Capital Management6,685$436.0K0.04%––