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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 4,504 | $328.0K | 0.02% | +1,167+35.0% | 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 |
| Sargent Bickham Lagudis LLC | 4,474 | $326.0K | 0.03% | +50+1.1% | Added |
| Bremer Bank National Association | 4,446 | $324.0K | 0.07% | −181−3.9% | Reduced |
| Mid Atlantic Financial Management Inc | 4,440 | $323.0K | 0.02% | −638−12.6% | Reduced |
| 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 |
| Crescent Grove Advisors, LLC | 4,400 | $320.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Atlas Private Wealth Management | 4,342 | $316.0K | 0.19% | +366+9.2% | Added |
| 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 |
| Paloma Partners Management Co | 4,290 | $313.0K | 0.01% | −111,932−96.3% | Reduced |
| Old Mission Investment Co LLC | 4,294 | $312.6K | 0.13% | 00.0% | Unchanged |
| 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 |
| 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 |
| AIA Group Ltd | 4,640 | $309.0K | 0.02% | +4,640 | New |
| Yorktown Management & Research Co Inc | 4,225 | $308.0K | 0.24% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 4,200 | $306.0K | 0.15% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 4,195 | $305.0K | 0.27% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,143 | $302.0K | 0.03% | +4,143 | New |
| Sutton Wealth Advisors Inc. | 4,128 | $300.6K | 0.11% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Geller Advisors LLC | 4,048 | $295.0K | 0.06% | +19+0.5% | Added |
| 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 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,025 | $293.0K | 0.04% | 00.0% | Unchanged |
| Parkside Advisors LLC | 4,010 | $292.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Highland Private Wealth Management | 3,966 | $288.0K | 0.04% | +109+2.8% | Added |
| Johnson Financial Group, Inc. | 3,929 | $286.0K | 0.02% | −10,006−71.8% | Reduced |
| Wealthsource Partners, LLC | 3,915 | $285.0K | 0.03% | +3,915 | New |
| 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 |
| Affinity Capital Advisors, LLC | 3,869 | $282.0K | 0.10% | −135−3.4% | Reduced |
| 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 |
| 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 |
| CoreFirst Bank & Trust | 3,820 | $278.0K | 0.19% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,803 | $277.0K | 0.21% | +14+0.4% | Added |
| St Germain D J Co Inc | 3,792 | $276.0K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,776 | $275.0K | 0.04% | −624−14.2% | Reduced |
| Claro Advisors LLC | 3,768 | $274.0K | 0.12% | −241−6.0% | Reduced |
| 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 |
| Sunflower Bank, N.A. | 3,742 | $272.0K | 0.04% | +248+7.1% | Added |
| 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 |
| Childress Capital Advisors, LLC | 3,699 | $269.0K | 0.12% | −14−0.4% | Reduced |
| Erste Asset Management GmbH | 3,670 | $268.7K | 0.01% | +3,650+18,250.0% | Added |
| 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 |
| Deseret Mutual Benefit Administrators | 3,671 | $267.0K | 0.06% | +3,671 | New |
| Cohen Klingenstein LLC | 3,660 | $266.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,640 | $265.0K | 0.01% | +19+0.5% | Added |
| WNY Asset Management, LLC | 3,628 | $264.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 9258 Wealth Management, LLC | 3,503 | $255.0K | 0.07% | +3,503 | 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 |
| Vantage Consulting Group Inc | 3,460 | $252.0K | 0.04% | +3,460 | New |
| CWS Financial Advisors, LLC | 3,442 | $251.0K | 0.10% | −540−13.6% | Reduced |
| Spotlight Asset Group, Inc. | 3,427 | $250.0K | 0.10% | −101−2.9% | Reduced |
| Hamel Associates, Inc. | 3,425 | $249.0K | 0.09% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,399 | $247.0K | 0.00% | −343−9.2% | Reduced |
| Douglas Lane & Associates, LLC | 3,373 | $246.0K | 0.00% | −228−6.3% | Reduced |