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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Fiera Capital Corp | 6,500 | $473.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,483 | $472.0K | 0.06% | +141+2.2% | 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 |
| Concentric Wealth Management, LLC | 6,455 | $470.0K | 0.14% | +20.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,433 | $468.0K | 0.11% | +1,656+34.7% | Added |
| NBT Bank N A | 6,422 | $467.0K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 6,403 | $466.0K | 0.08% | +25+0.4% | Added |
| Fayez Sarofim & Co | 6,391 | $465.0K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 6,320 | $463.0K | 0.00% | −3,030,111−99.8% | Reduced |
| Csenge Advisory Group | 6,268 | $461.0K | 0.04% | +50+0.8% | Added |
| Norway Savings Bank | 6,280 | $457.0K | 0.22% | −125−2.0% | Reduced |
| West Coast Financial LLC | 6,207 | $452.0K | 0.07% | +721+13.1% | Added |
| Maven Securities LTD | 6,201 | $451.0K | 0.05% | +6,201 | New |
| 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 |
| BTR Capital Management Inc | 6,047 | $440.0K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,040 | $439.8K | 0.04% | +146+2.5% | Added |
| Capula Management Ltd | 6,016 | $438.0K | 0.08% | +6,016 | New |
| Hennessy Advisors Inc | 6,000 | $437.0K | 0.02% | −1,000−14.3% | Reduced |
| Atticus Wealth Management, LLC | 5,933 | $432.0K | 0.19% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 5,907 | $430.0K | 0.15% | +2,164+57.8% | Added |
| Sequoia Financial Advisors, LLC | 5,876 | $428.0K | 0.02% | +364+6.6% | Added |
| Transcend Wealth Collective, LLC | 5,851 | $427.0K | 0.06% | −837−12.5% | Reduced |
| Apollon Wealth Management, LLC | 5,856 | $426.0K | 0.08% | +660+12.7% | Added |
| Pointe Capital Management LLC | 5,817 | $424.0K | 0.30% | +234+4.2% | Added |
| 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 |
| Beach Investment Counsel Inc | 5,740 | $418.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,717 | $416.0K | 0.03% | +1,117+24.3% | Added |
| Court Place Advisors, LLC | 5,700 | $415.0K | 0.12% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 5,688 | $414.0K | 0.27% | +5,688 | New |
| 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 |
| J. L. Bainbridge & Co., Inc. | 5,601 | $408.0K | 0.05% | −601−9.7% | Reduced |
| Advisors Capital Management, LLC | 5,580 | $406.0K | 0.01% | +441+8.6% | Added |
| FLC Capital Advisors | 5,557 | $405.0K | 0.12% | +200+3.7% | Added |
| 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 |
| Main Street Financial Solutions, LLC | 5,528 | $402.0K | 0.06% | −7−0.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,508 | $401.0K | 0.25% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 5,494 | $400.0K | 0.16% | −31−0.6% | Reduced |
| 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 |
| 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 |
| Evermay Wealth Management LLC | 5,412 | $394.0K | 0.07% | −19−0.3% | Reduced |
| Manchester Capital Management LLC | 5,359 | $390.0K | 0.05% | +30+0.6% | Added |
| Berkshire Asset Management LLC | 5,300 | $386.0K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,270 | $384.0K | 0.00% | 00.0% | Unchanged |
| Davis R M Inc | 5,221 | $380.0K | 0.01% | −71−1.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 5,205 | $379.0K | 0.13% | 00.0% | Unchanged |
| State of Wyoming | 5,179 | $378.0K | 0.24% | +885+20.6% | 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 |
| 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 |
| Aberdeen Wealth Management LLC | 5,080 | $370.0K | 0.34% | +10.0% | Added |
| Segall Bryant & Hamill, LLC | 5,060 | $368.0K | 0.00% | −32,771−86.6% | Reduced |
| Baldwin Investment Management, LLC | 4,995 | $364.0K | 0.06% | +645+14.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,971 | $362.0K | 0.02% | −1,813−26.7% | Reduced |
| Caas Capital Management LP | 4,945 | $360.0K | 0.02% | −7,555−60.4% | Reduced |
| Family Legacy, Inc. | 5,321 | $358.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Ferguson Wellman Capital Management, Inc | 4,891 | $356.0K | 0.01% | −70−1.4% | Reduced |
| Credential Qtrade Securities Inc. | 4,870 | $354.6K | 0.03% | +196+4.2% | Added |
| Marquette Asset Management, LLC | 4,839 | $352.0K | 0.08% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 4,824 | $351.0K | 0.00% | +4,824 | 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 |
| Engine No. 1 LLC | 4,792 | $349.0K | 0.10% | +4,792 | New |
| 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 |
| Delta Financial Advisors LLC | 4,745 | $345.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Advisor Resource Council | 4,702 | $342.0K | 0.04% | +4,702 | New |
| Belpointe Asset Management LLC | 4,672 | $341.0K | 0.02% | +1,076+29.9% | Added |
| Equitable Trust Co | 4,653 | $339.0K | 0.02% | −3,500−42.9% | Reduced |
| Providence Capital Advisors, LLC | 4,611 | $336.0K | 0.11% | 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 |
| People's United Financial, Inc. | 4,573 | $333.0K | 0.01% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 4,545 | $331.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| FinTrust Capital Advisors, LLC | 4,517 | $329.0K | 0.09% | +1,240+37.8% | Added |
| American Portfolios Advisors | 4,515 | $328.8K | 0.01% | +436+10.7% | 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 |