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 |
|---|---|---|---|---|---|
| Highland Private Wealth Management | 3,966 | $288.0K | 0.04% | +109+2.8% | Added |
| Encompass Wealth Advisors, LLC | 4,000 | $291.0K | 0.07% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 4,000 | $291.0K | 0.11% | 00.0% | Unchanged |
| Parkside Advisors LLC | 4,010 | $292.0K | 0.09% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,025 | $293.0K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,032 | $294.0K | 0.05% | −65−1.6% | Reduced |
| Accuvest Global Advisors | 4,037 | $294.0K | 0.15% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,048 | $295.0K | 0.06% | +19+0.5% | Added |
| Traynor Capital Management, Inc. | 4,089 | $297.0K | 0.04% | +10.0% | Added |
| Abbrea Capital, LLC | 4,079 | $297.0K | 0.04% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 4,106 | $299.0K | 0.13% | −121−2.9% | Reduced |
| Trustcore Financial Services, LLC | 4,106 | $299.0K | 0.03% | +394+10.6% | Added |
| DRW Securities, LLC | 4,109 | $299.0K | 0.04% | +4,109 | New |
| Armor Investment Advisors, LLC | 4,127 | $300.0K | 0.18% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,114 | $300.0K | 0.22% | −20.0% | Reduced |
| Fieldpoint Private Securities, LLC | 4,030 | $300.0K | 0.07% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4,128 | $300.6K | 0.11% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,143 | $302.0K | 0.03% | +4,143 | New |
| Defined Wealth Management, LLC | 4,195 | $305.0K | 0.27% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 4,200 | $306.0K | 0.15% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 4,225 | $308.0K | 0.24% | 00.0% | Unchanged |
| AIA Group Ltd | 4,640 | $309.0K | 0.02% | +4,640 | New |
| Westshore Wealth, LLC | 4,269 | $311.0K | 0.16% | +30+0.7% | Added |
| Lincoln National Corp | 4,274 | $311.0K | 0.01% | +296+7.4% | Added |
| Badgley Phelps & Bell Inc | 4,278 | $312.0K | 0.01% | −2,002−31.9% | Reduced |
| Glenview Trust Co | 4,283 | $312.0K | 0.01% | +4,283 | New |
| Old Mission Investment Co LLC | 4,294 | $312.6K | 0.13% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,290 | $313.0K | 0.01% | −111,932−96.3% | Reduced |
| Investment House LLC | 4,329 | $315.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,321 | $315.0K | 0.05% | +18+0.4% | Added |
| Atlas Private Wealth Management | 4,342 | $316.0K | 0.19% | +366+9.2% | Added |
| V Wealth Advisors LLC | 4,380 | $318.0K | 0.05% | +171+4.1% | Added |
| SeaCrest Wealth Management, LLC | 4,369 | $318.0K | 0.04% | +410+10.4% | Added |
| Crescent Grove Advisors, LLC | 4,400 | $320.0K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,412 | $321.0K | 0.02% | +3+0.1% | Added |
| Prospera Financial Services Inc | 4,400 | $321.0K | 0.02% | +366+9.1% | Added |
| Mid Atlantic Financial Management Inc | 4,440 | $323.0K | 0.02% | −638−12.6% | Reduced |
| Bremer Bank National Association | 4,446 | $324.0K | 0.07% | −181−3.9% | Reduced |
| Sargent Bickham Lagudis LLC | 4,474 | $326.0K | 0.03% | +50+1.1% | Added |
| Leelyn Smith, LLC | 4,490 | $327.0K | 0.10% | −5,050−52.9% | Reduced |
| Ridgewood Investments LLC | 4,486 | $327.0K | 0.21% | −29−0.6% | Reduced |
| Cypress Wealth Services, LLC | 4,491 | $327.0K | 0.09% | +58+1.3% | Added |
| Lester Murray Antman dba SimplyRich | 4,510 | $328.0K | 0.15% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 4,500 | $328.0K | 0.34% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,509 | $328.0K | 0.02% | +30+0.7% | Added |
| IHT Wealth Management, LLC | 4,504 | $328.0K | 0.02% | +1,167+35.0% | Added |
| American Portfolios Advisors | 4,515 | $328.8K | 0.01% | +436+10.7% | Added |
| FinTrust Capital Advisors, LLC | 4,517 | $329.0K | 0.09% | +1,240+37.8% | Added |
| Carolinas Wealth Consulting LLC | 4,525 | $330.0K | 0.07% | +10+0.2% | Added |
| Orion Portfolio Solutions, LLC | 4,535 | $330.0K | 0.01% | +390+9.4% | Added |
| Highland Capital Management, LLC | 4,545 | $331.0K | 0.02% | 00.0% | Unchanged |
| People's United Financial, Inc. | 4,573 | $333.0K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 4,592 | $334.0K | 0.12% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 4,582 | $334.0K | 0.01% | +32+0.7% | Added |
| Providence Capital Advisors, LLC | 4,611 | $336.0K | 0.11% | 00.0% | Unchanged |
| Equitable Trust Co | 4,653 | $339.0K | 0.02% | −3,500−42.9% | Reduced |
| Belpointe Asset Management LLC | 4,672 | $341.0K | 0.02% | +1,076+29.9% | Added |
| Advisor Resource Council | 4,702 | $342.0K | 0.04% | +4,702 | New |
| Rosenberg Matthew Hamilton | 4,726 | $344.0K | 0.18% | +150+3.3% | Added |
| Coldstream Capital Management Inc | 4,725 | $344.0K | 0.01% | +586+14.2% | Added |
| Delta Financial Advisors LLC | 4,745 | $345.0K | 0.15% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 4,761 | $347.0K | 0.01% | −180−3.6% | Reduced |
| Nachman Norwood & Parrott, Inc | 4,769 | $347.0K | 0.04% | −68−1.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,759 | $347.0K | 0.07% | +150+3.3% | Added |
| Mutual Advisors, LLC | 4,768 | $347.0K | 0.02% | +521+12.3% | Added |
| Engine No. 1 LLC | 4,792 | $349.0K | 0.10% | +4,792 | New |
| Jeppson Wealth Management, LLC | 4,819 | $350.0K | 0.19% | −150−3.0% | Reduced |
| PFG Private Wealth Management, LLC | 4,811 | $350.0K | 0.23% | +598+14.2% | Added |
| Flossbach Von Storch AG | 4,824 | $351.0K | 0.00% | +4,824 | New |
| Marquette Asset Management, LLC | 4,839 | $352.0K | 0.08% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 4,870 | $354.6K | 0.03% | +196+4.2% | Added |
| Ferguson Wellman Capital Management, Inc | 4,891 | $356.0K | 0.01% | −70−1.4% | Reduced |
| Hilltop Holdings Inc. | 4,914 | $357.0K | 0.04% | +4,914 | New |
| Capstone Investment Advisors, LLC | 4,903 | $357.0K | 0.01% | +4,903 | New |
| Family Legacy, Inc. | 5,321 | $358.0K | 0.16% | 00.0% | Unchanged |
| Caas Capital Management LP | 4,945 | $360.0K | 0.02% | −7,555−60.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,971 | $362.0K | 0.02% | −1,813−26.7% | Reduced |
| Baldwin Investment Management, LLC | 4,995 | $364.0K | 0.06% | +645+14.8% | Added |
| Segall Bryant & Hamill, LLC | 5,060 | $368.0K | 0.00% | −32,771−86.6% | Reduced |
| Aberdeen Wealth Management LLC | 5,080 | $370.0K | 0.34% | +10.0% | Added |
| Smithfield Trust Co | 5,144 | $374.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5,139 | $374.0K | 0.03% | +1,250+32.1% | Added |
| Diligent Investors, LLC | 5,183 | $377.0K | 0.13% | −166−3.1% | Reduced |
| Cetera Advisors LLC | 5,173 | $377.0K | 0.01% | +35+0.7% | Added |
| BSW Wealth Partners | 5,174 | $377.0K | 0.10% | +930+21.9% | Added |
| State of Wyoming | 5,179 | $378.0K | 0.24% | +885+20.6% | Added |
| WESPAC Advisors SoCal, LLC | 5,205 | $379.0K | 0.13% | 00.0% | Unchanged |
| Davis R M Inc | 5,221 | $380.0K | 0.01% | −71−1.3% | Reduced |
| Boston Trust Walden Corp | 5,270 | $384.0K | 0.00% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 5,300 | $386.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,359 | $390.0K | 0.05% | +30+0.6% | Added |
| Evermay Wealth Management LLC | 5,412 | $394.0K | 0.07% | −19−0.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 5,434 | $396.0K | 0.10% | −309−5.4% | Reduced |
| Marino, Stram & Associates LLC | 5,434 | $396.0K | 0.10% | +5,434 | New |
| Vista Private Wealth Partners. LLC | 5,431 | $397.0K | 0.17% | −751−12.1% | Reduced |
| West Family Investments, Inc. | 5,455 | $397.0K | 0.11% | +5,455 | New |
| Addison Advisors LLC | 5,455 | $397.0K | 0.32% | +5,455 | New |
| Quadrant Private Wealth Management, LLC | 5,494 | $400.0K | 0.16% | −31−0.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,508 | $401.0K | 0.25% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,528 | $402.0K | 0.06% | −7−0.1% | Reduced |