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.
13F holders, Q2 2021
Institutional positions in Schwab Charles Corp as of Jun 30, 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
- 1,345
- +47 vs. Q1 2021
- Shares held
- 1.31B
- +18.1M (+1.4%) vs. Q1 2021
- Total value
- $95.5B
- +$11.2B (+13.3%) vs. Q1 2021
- New holders
- 130
- 500 more added
- Sold out
- 83
- 487 more reduced
13 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4,226 | $58 | 0.00% | +4,168+7,186.2% | Added |
| TFC Financial Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.24K | 0.00% | – | New |
| First Bank & Trust | 26 | $2.00K | 0.00% | −357−93.2% | Reduced |
| Sound Income Strategies, LLC | 21 | $2.00K | 0.00% | −53−71.6% | Reduced |
| Aua Capital Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Sterling Investment Advisors, Ltd. | 21 | $2.00K | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 33 | $2.00K | 0.00% | +33 | New |
| Atlas Private Wealth Advisors | 44 | $3.00K | 0.00% | −89−66.9% | Reduced |
| Charter Oak Capital Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 39 | $3.00K | 0.00% | +22+129.4% | Added |
| Modus Advisors, LLC | 47 | $3.00K | 0.00% | +47 | New |
| Costello Asset Management, INC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 62 | $4.51K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 62 | $5.00K | 0.00% | −38−38.0% | Reduced |
| Benjamin Edwards Inc | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 71 | $5.00K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 78 | $6.00K | 0.00% | +78 | New |
| JFS Wealth Advisors, LLC | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 98 | $7.00K | 0.00% | +98 | New |
| Altshuler Shaham Ltd | 96 | $7.00K | 0.00% | +96 | New |
| Heritage Wealth Advisors | 103 | $7.50K | 0.00% | −2,680−96.3% | Reduced |
| Winch Advisory Services, LLC | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $8.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 128 | $9.00K | 0.01% | −80−38.5% | Reduced |
| Pacitti Group Inc. | 125 | $9.00K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 126 | $9.00K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 122 | $9.00K | 0.00% | +66+117.9% | Added |
| Ten Capital Wealth Advisors, LLC | 129 | $9.00K | 0.00% | +129 | New |
| Highlander Capital Management, LLC | 136 | $10.0K | 0.00% | −200−59.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 137 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 136 | $10.0K | 0.00% | +10+7.9% | Added |
| Key Financial Inc | 146 | $10.0K | 0.01% | +146 | New |
| HighMark Wealth Management LLC | 131 | $10.0K | 0.01% | +131 | New |
| Robbins Farley LLC | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 157 | $11.0K | 0.00% | +37+30.8% | Added |
| Trust Co of Vermont | 166 | $12.0K | 0.00% | +46+38.3% | Added |
| Flagship Private Wealth, LLC | 184 | $12.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 172 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 198 | $14.0K | 0.00% | −22−10.0% | Reduced |
| Cordasco Financial Network | 204 | $15.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 203 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Personal Wealth Partners | 204 | $15.0K | 0.01% | +204 | New |
| Alaethes Wealth LLC | 205 | $15.0K | 0.01% | +205 | New |
| Smith Asset Management Group LP | 221 | $16.0K | 0.00% | −334−60.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 216 | $16.0K | 0.00% | +1+0.5% | Added |
| MV Capital Management, Inc. | 216 | $16.0K | 0.00% | +183+554.5% | Added |
| Raffa Wealth Management, LLC | 225 | $16.4K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 242 | $17.0K | 0.01% | +7+3.0% | Added |
| Gradient Investments LLC | 249 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 257 | $19.0K | 0.01% | +10+4.0% | Added |
| Parisi Gray Wealth Management | 279 | $20.0K | 0.01% | +279 | New |
| BerganKDV Wealth Management, LLC | 293 | $21.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 290 | $21.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 292 | $21.0K | 0.01% | +87+42.4% | Added |
| Capital Analysts, LLC | 291 | $21.0K | 0.00% | +168+136.6% | Added |
| Financial Insights, Inc. | 294 | $21.4K | 0.02% | +294 | New |
| BDO Wealth Advisors, LLC | 317 | $23.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 325 | $24.0K | 0.01% | −580−64.1% | Reduced |
| Markston International LLC | 325 | $24.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 325 | $24.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 324 | $24.0K | 0.00% | −18−5.3% | Reduced |
| Assetmark, Inc | 336 | $24.0K | 0.00% | +336 | New |
| AllSquare Wealth Management LLC | 350 | $25.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 341 | $25.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $25.0K | 0.01% | – | New |
| Red Door Wealth Management, LLC | 361 | $26.0K | 0.01% | +361 | New |
| Resolute Partners Group | 372 | $27.0K | 0.00% | +20+5.7% | Added |
| Tradewinds Capital Management, LLC | 388 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 381 | $28.0K | 0.01% | +106+38.5% | Added |
| Knuff & Co LLC | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 415 | $30.0K | 0.02% | −100−19.4% | Reduced |
| Exchange Traded Concepts, LLC | 419 | $31.0K | 0.00% | +419 | New |
| Baron Financial Group, LLC | 435 | $31.7K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 450 | $32.0K | 0.03% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 455 | $33.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 487 | $35.0K | 0.01% | +1+0.2% | Added |
| Hexagon Capital Partners LLC | 484 | $35.0K | 0.01% | +201+71.0% | Added |
| Kings Point Capital Management | 500 | $36.0K | 0.00% | +500 | New |
| IronBridge Private Wealth, LLC | 513 | $37.0K | 0.02% | +1+0.2% | Added |
| Joseph P. Lucia & Associates, LLC | 519 | $38.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 540 | $39.0K | 0.01% | −39−6.7% | Reduced |
| Bellevue Asset Management, LLC | 538 | $39.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 573 | $41.0K | 0.01% | 00.0% | Unchanged |