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 |
|---|---|---|---|---|---|
| Academy Capital Management Inc | 2,916 | $212.0K | 0.09% | +2,916 | New |
| Park National Corp | 2,953 | $215.0K | 0.01% | +2,953 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,950 | $215.0K | 0.07% | +2,950 | New |
| Financial Enhancement Group LLC | 2,970 | $216.0K | 0.04% | +191+6.9% | Added |
| Berkeley, Inc | 2,976 | $216.7K | 0.16% | +2,976 | New |
| Benin Management CORP | 3,000 | $218.0K | 0.07% | −300−9.1% | Reduced |
| Eudaimonia Partners, LLC | 2,995 | $218.0K | 0.04% | +330+12.4% | Added |
| Delta Investment Management, LLC | 3,000 | $218.0K | 0.06% | +3,000 | New |
| Alpha Cubed Investments, LLC | 3,010 | $219.0K | 0.02% | −190−5.9% | Reduced |
| CX Institutional | 3,013 | $219.0K | 0.02% | +715+31.1% | Added |
| Pflug Koory, LLC | 3,036 | $221.0K | 0.12% | +108+3.7% | Added |
| Good Life Advisors, LLC | 3,048 | $222.0K | 0.04% | −301−9.0% | Reduced |
| Gsa Capital Partners LLP | 3,043 | $222.0K | 0.02% | +3,043 | New |
| Cypress Capital Group | 3,068 | $223.0K | 0.03% | +3,068 | New |
| Family Management Corp | 3,072 | $224.0K | 0.06% | 00.0% | Unchanged |
| Homrich & Berg | 3,096 | $225.0K | 0.01% | −877−22.1% | Reduced |
| Northstar Asset Management LLC | 3,090 | $225.0K | 0.06% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,093 | $225.0K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3,106 | $226.0K | 0.08% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,108 | $226.0K | 0.04% | +3,108 | New |
| Financial Consulate Inc. | 3,106 | $226.0K | 0.08% | +3,106 | New |
| Granite Investment Advisors, LLC | 3,134 | $228.0K | 0.04% | +34+1.1% | Added |
| Wedge Capital Management L L P | 3,156 | $230.0K | 0.00% | −275−8.0% | Reduced |
| Integrated Investment Consultants, LLC | 3,173 | $231.0K | 0.07% | −346−9.8% | Reduced |
| Veracity Capital LLC | 3,174 | $231.0K | 0.05% | +3,174 | New |
| Brave Asset Management Inc | 3,200 | $233.0K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,196 | $233.0K | 0.01% | +73+2.3% | Added |
| Brighton Jones LLC | 3,201 | $233.0K | 0.01% | +97+3.1% | Added |
| Itau Unibanco Holding S.A. | 3,200 | $233.0K | 0.01% | +3,200 | New |
| Magnetar Financial LLC | 3,220 | $234.0K | 0.00% | +3,220 | New |
| Verity & Verity, LLC | 3,235 | $236.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,234 | $237.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,256 | $237.0K | 0.03% | +2,586+386.0% | Added |
| Essex Financial Services, Inc. | 3,282 | $239.0K | 0.03% | +3,282 | New |
| Psagot Investment House Ltd. | 3,300 | $240.0K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 3,305 | $241.0K | 0.05% | −7,331−68.9% | Reduced |
| Evanson Asset Management, LLC | 3,317 | $241.0K | 0.03% | +41+1.3% | Added |
| Intrua Financial, LLC | 3,248 | $243.0K | 0.06% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 3,350 | $244.0K | 0.16% | 00.0% | Unchanged |
| Maryland Capital Management | 3,350 | $244.0K | 0.01% | +3,350 | New |
| Budros, Ruhlin & Roe, Inc. | 3,360 | $245.0K | 0.03% | −1,386−29.2% | Reduced |
| Douglas Lane & Associates, LLC | 3,373 | $246.0K | 0.00% | −228−6.3% | Reduced |
| Sonora Investment Management, LLC | 3,385 | $246.0K | 0.03% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 3,374 | $246.0K | 0.02% | +50+1.5% | Added |
| Crawford Investment Counsel Inc | 3,399 | $247.0K | 0.00% | −343−9.2% | Reduced |
| Hamel Associates, Inc. | 3,425 | $249.0K | 0.09% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 3,427 | $250.0K | 0.10% | −101−2.9% | Reduced |
| CWS Financial Advisors, LLC | 3,442 | $251.0K | 0.10% | −540−13.6% | Reduced |
| Vantage Consulting Group Inc | 3,460 | $252.0K | 0.04% | +3,460 | New |
| Cambridge Trust Co | 3,492 | $254.0K | 0.01% | −150−4.1% | Reduced |
| Stock Yards Bank & Trust Co | 3,484 | $254.0K | 0.02% | 00.0% | Unchanged |
| Financial Architects, Inc | 3,485 | $254.0K | 0.04% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,503 | $255.0K | 0.07% | +3,503 | New |
| Gryphon Financial Partners LLC | 6,055 | $256.0K | 0.06% | +572+10.4% | Added |
| Klingman & Associates, LLC | 3,519 | $256.0K | 0.02% | +174+5.2% | Added |
| CKW Financial Group | 3,500 | $257.0K | 0.04% | −200−5.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,535 | $257.0K | 0.11% | +128+3.8% | Added |
| Autus Asset Management, LLC | 3,534 | $257.0K | 0.03% | −49−1.4% | Reduced |
| Insight 2811, Inc. | 3,559 | $259.0K | 0.15% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,551 | $259.0K | 0.09% | +11+0.3% | Added |
| Berman Capital Advisors, LLC | 3,568 | $259.0K | 0.04% | +873+32.4% | Added |
| Donaldson Capital Management, LLC | 3,558 | $259.0K | 0.01% | +3,558 | New |
| Sigma Investment Counselors Inc | 3,574 | $260.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,578 | $260.0K | 0.01% | +50+1.4% | Added |
| Forte Capital LLC | 3,571 | $260.0K | 0.04% | +3,571 | New |
| Park Avenue Securities LLC | 3,574 | $260.0K | 0.01% | +3,574 | New |
| Venture Visionary Partners LLC | 3,594 | $261.0K | 0.02% | −534−12.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,587 | $261.0K | 0.05% | −453−11.2% | Reduced |
| Pallas Capital Advisors LLC | 3,864 | $261.0K | 0.04% | +3,864 | New |
| LCM Capital Management Inc | 3,610 | $263.0K | 0.22% | −92−2.5% | Reduced |
| Klingenstein Fields & Co LP | 3,615 | $263.0K | 0.01% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 3,628 | $264.0K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,640 | $265.0K | 0.01% | +19+0.5% | Added |
| Cohen Klingenstein LLC | 3,660 | $266.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,671 | $267.0K | 0.06% | +3,671 | New |
| Private Trust Co NA | 3,676 | $268.0K | 0.04% | +260+7.6% | Added |
| AXS Investments LLC | 3,680 | $268.0K | 0.08% | +3,680 | New |
| Erste Asset Management GmbH | 3,670 | $268.7K | 0.01% | +3,650+18,250.0% | Added |
| Childress Capital Advisors, LLC | 3,699 | $269.0K | 0.12% | −14−0.4% | Reduced |
| Independent Advisor Alliance | 3,720 | $271.0K | 0.01% | +333+9.8% | Added |
| Great Lakes Advisors, LLC | 3,720 | $271.0K | 0.00% | +3,720 | New |
| Sunflower Bank, N.A. | 3,742 | $272.0K | 0.04% | +248+7.1% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,756 | $273.0K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 3,750 | $273.0K | 0.18% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,754 | $273.0K | 0.03% | +100+2.7% | Added |
| Claro Advisors LLC | 3,768 | $274.0K | 0.12% | −241−6.0% | Reduced |
| Ausdal Financial Partners, Inc. | 3,776 | $275.0K | 0.04% | −624−14.2% | Reduced |
| St Germain D J Co Inc | 3,792 | $276.0K | 0.02% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,803 | $277.0K | 0.21% | +14+0.4% | Added |
| CoreFirst Bank & Trust | 3,820 | $278.0K | 0.19% | 00.0% | Unchanged |
| Gould Asset Management LLC | 3,827 | $279.0K | 0.08% | 00.0% | Unchanged |
| Carlson Capital Management | 3,833 | $279.0K | 0.04% | +51+1.3% | Added |
| Little House Capital LLC | 3,828 | $279.0K | 0.15% | +3,828 | New |
| Grandfield & Dodd, LLC | 3,885 | $280.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3,840 | $280.0K | 0.17% | +272+7.6% | Added |
| Affinity Capital Advisors, LLC | 3,869 | $282.0K | 0.10% | −135−3.4% | Reduced |
| Eastern Bank | 3,892 | $283.0K | 0.01% | −431−10.0% | Reduced |
| Sanders Morris Harris LLC | 4,000 | $283.0K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,915 | $285.0K | 0.03% | +3,915 | New |
| Johnson Financial Group, Inc. | 3,929 | $286.0K | 0.02% | −10,006−71.8% | Reduced |