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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 5,540 | $403.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,540 | $403.0K | 0.05% | +5,540 | New |
| FLC Capital Advisors | 5,557 | $405.0K | 0.12% | +200+3.7% | Added |
| Advisors Capital Management, LLC | 5,580 | $406.0K | 0.01% | +441+8.6% | Added |
| J. L. Bainbridge & Co., Inc. | 5,601 | $408.0K | 0.05% | −601−9.7% | Reduced |
| Moors & Cabot, Inc. | 5,659 | $412.0K | 0.03% | −216−3.7% | Reduced |
| Curated Wealth Partners LLC | 5,655 | $412.0K | 0.22% | +836+17.3% | Added |
| Hall Capital Management Co Inc | 5,688 | $414.0K | 0.27% | +5,688 | New |
| Court Place Advisors, LLC | 5,700 | $415.0K | 0.12% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,717 | $416.0K | 0.03% | +1,117+24.3% | Added |
| Beach Investment Counsel Inc | 5,740 | $418.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 5,790 | $422.0K | 0.26% | −150−2.5% | Reduced |
| Sawtooth Solutions, LLC | 5,791 | $422.0K | 0.08% | +1,117+23.9% | Added |
| Pointe Capital Management LLC | 5,817 | $424.0K | 0.30% | +234+4.2% | Added |
| Apollon Wealth Management, LLC | 5,856 | $426.0K | 0.08% | +660+12.7% | Added |
| Transcend Wealth Collective, LLC | 5,851 | $427.0K | 0.06% | −837−12.5% | Reduced |
| Sequoia Financial Advisors, LLC | 5,876 | $428.0K | 0.02% | +364+6.6% | Added |
| Clear Perspective Advisors, LLC | 5,907 | $430.0K | 0.15% | +2,164+57.8% | Added |
| Atticus Wealth Management, LLC | 5,933 | $432.0K | 0.19% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 6,000 | $437.0K | 0.02% | −1,000−14.3% | Reduced |
| Capula Management Ltd | 6,016 | $438.0K | 0.08% | +6,016 | New |
| Rehmann Capital Advisory Group | 6,040 | $439.8K | 0.04% | +146+2.5% | Added |
| BTR Capital Management Inc | 6,047 | $440.0K | 0.05% | 00.0% | Unchanged |
| American Money Management, LLC | 6,099 | $444.0K | 0.15% | −1,544−20.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,087 | $444.0K | 0.11% | +83+1.4% | Added |
| Maven Securities LTD | 6,201 | $451.0K | 0.05% | +6,201 | New |
| West Coast Financial LLC | 6,207 | $452.0K | 0.07% | +721+13.1% | Added |
| Norway Savings Bank | 6,280 | $457.0K | 0.22% | −125−2.0% | Reduced |
| Csenge Advisory Group | 6,268 | $461.0K | 0.04% | +50+0.8% | Added |
| Putnam Investments LLC | 6,320 | $463.0K | 0.00% | −3,030,111−99.8% | Reduced |
| Fayez Sarofim & Co | 6,391 | $465.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 6,403 | $466.0K | 0.08% | +25+0.4% | Added |
| NBT Bank N A | 6,422 | $467.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 6,433 | $468.0K | 0.11% | +1,656+34.7% | Added |
| Concentric Wealth Management, LLC | 6,455 | $470.0K | 0.14% | +20.0% | Added |
| MACRO Consulting Group | 6,471 | $471.0K | 0.24% | +59+0.9% | Added |
| Kore Private Wealth LLC | 6,472 | $471.0K | 0.05% | +985+18.0% | Added |
| Mount Yale Investment Advisors, LLC | 6,483 | $472.0K | 0.06% | +141+2.2% | Added |
| Fiera Capital Corp | 6,500 | $473.0K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 6,515 | $474.0K | 0.26% | −18,456−73.9% | Reduced |
| Bahl & Gaynor Inc | 6,512 | $474.0K | 0.00% | −1,528−19.0% | Reduced |
| Wealthspire Advisors, LLC | 6,528 | $475.0K | 0.01% | −9,797−60.0% | Reduced |
| Wintrust Investments LLC | 6,527 | $475.0K | 0.05% | −300−4.4% | Reduced |
| Stratos Wealth Advisors, LLC | 6,552 | $477.0K | 0.04% | −2,434−27.1% | Reduced |
| Avantax Advisory Services, Inc. | 6,507 | $477.0K | 0.01% | +637+10.9% | Added |
| Balasa Dinverno & Foltz LLC | 6,587 | $480.0K | 0.03% | +68+1.0% | Added |
| Sand Hill Global Advisors, LLC | 6,597 | $480.0K | 0.03% | +579+9.6% | Added |
| Hollencrest Capital Management | 6,685 | $487.0K | 0.04% | 00.0% | Unchanged |
| Stonnington Group, LLC | 7,200 | $489.0K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,793 | $495.0K | 0.12% | +1,922+39.5% | Added |
| Sheets Smith Wealth Management | 6,818 | $496.0K | 0.07% | +10.0% | Added |
| Belvedere Trading LLC | 7,295 | $496.0K | 0.21% | +7,295 | New |
| Nicolet Bankshares Inc | 6,877 | $501.0K | 0.13% | −66−1.0% | Reduced |
| Edgewood Management LLC | 6,900 | $502.0K | 0.00% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 6,910 | $503.0K | 0.16% | +6,910 | New |
| Rothschild Investment Corp | 6,926 | $504.0K | 0.04% | −24−0.3% | Reduced |
| Buckley Wealth Management, LLC | 6,952 | $506.0K | 0.17% | −204−2.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,950 | $506.0K | 0.04% | 00.0% | Unchanged |
| GFG Capital, LLC | 6,966 | $507.0K | 0.15% | 00.0% | Unchanged |
| Davidson Investment Advisors | 6,975 | $508.0K | 0.04% | −625−8.2% | Reduced |
| Iridian Asset Management LLC | 6,999 | $510.0K | 0.01% | −2,710−27.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 7,019 | $511.0K | 0.01% | −69,862−90.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,019 | $511.0K | 0.02% | +2,918+71.2% | Added |
| Ashton Thomas Private Wealth, LLC | 7,117 | $518.2K | 0.08% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,136 | $520.0K | 0.09% | +7,136 | New |
| Polaris Wealth Advisory Group, LLC | 7,118 | $524.0K | 0.03% | −220−3.0% | Reduced |
| Clearstead Advisors, LLC | 7,226 | $526.0K | 0.04% | +122+1.7% | Added |
| Quest Capital Management Inc | 7,233 | $527.0K | 0.10% | +788+12.2% | Added |
| Garrison Point Advisors, LLC | 7,290 | $531.0K | 0.38% | 00.0% | Unchanged |
| Weld Capital Management LLC | 7,345 | $535.0K | 0.54% | +7,345 | New |
| Archford Capital Strategies, LLC | 7,407 | $539.0K | 0.14% | +480+6.9% | Added |
| KB Financial Partners, LLC | 7,400 | $539.0K | 0.20% | +6,176+504.6% | Added |
| ARGI Investment Services, LLC | 7,526 | $548.0K | 0.02% | +1,010+15.5% | Added |
| Dark Forest Capital Management LP | 7,543 | $549.0K | 0.24% | +7,543 | New |
| Sigma Planning Corp | 7,561 | $551.0K | 0.02% | +7,561 | New |
| Bragg Financial Advisors, Inc | 7,621 | $555.0K | 0.04% | −55−0.7% | Reduced |
| BBR Partners, LLC | 7,640 | $556.0K | 0.04% | −5,795−43.1% | Reduced |
| Axiom Investment Management LLC | 7,648 | $556.0K | 0.43% | −3,974−34.2% | Reduced |
| IFP Advisors, Inc | 7,645 | $562.0K | 0.01% | −1,171−13.3% | Reduced |
| ProVise Management Group, LLC | 7,730 | $563.0K | 0.06% | +2,950+61.7% | Added |
| Proficio Capital Partners LLC | 7,809 | $569.0K | 0.07% | +228+3.0% | Added |
| Albion Financial Group | 7,810 | $569.0K | 0.05% | +7,810 | New |
| Kingsview Wealth Management, LLC | 7,747 | $570.0K | 0.03% | +1,656+27.2% | Added |
| Cinctive Capital Management LP | 7,932 | $578.0K | 0.03% | +7,932 | New |
| Private Ocean, LLC | 7,970 | $580.0K | 0.08% | −1,895−19.2% | Reduced |
| Chilton Capital Management LLC | 7,972 | $580.0K | 0.03% | +327+4.3% | Added |
| Boston Financial Mangement LLC | 8,054 | $586.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 8,105 | $590.0K | 0.04% | −2,572−24.1% | Reduced |
| Lido Advisors, LLC | 8,122 | $591.0K | 0.01% | +4,009+97.5% | Added |
| Vestmark Advisory Solutions, Inc. | 8,233 | $599.0K | 0.04% | −191−2.3% | Reduced |
| Barings LLC | 8,296 | $604.0K | 0.01% | −13,343−61.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,406 | $612.0K | 0.07% | +710+9.2% | Added |
| Lake Street Advisors Group, LLC | 8,163 | $616.0K | 0.05% | +238+3.0% | Added |
| Burns Matteson Capital Management, LLC | 8,500 | $618.9K | 0.49% | −121−1.4% | Reduced |
| Orca Investment Management, LLC | 8,496 | $619.0K | 0.56% | −1,717−16.8% | Reduced |
| Cutler Group LP | 8,530 | $621.0K | 0.05% | +8,530 | New |
| DAGCO, Inc. | 8,550 | $623.0K | 0.28% | −650−7.1% | Reduced |
| Harbour Investments, Inc. | 8,556 | $623.0K | 0.02% | +361+4.4% | Added |
| Laurel Wealth Advisors, Inc. | 8,606 | $627.0K | 0.08% | +145+1.7% | Added |
| Voya Financial Advisors, Inc. | 8,632 | $632.0K | 0.08% | −18,066−67.7% | Reduced |