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 |
|---|---|---|---|---|---|
| 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 |
| Budros, Ruhlin & Roe, Inc. | 3,360 | $245.0K | 0.03% | −1,386−29.2% | Reduced |
| 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 |
| Intrua Financial, LLC | 3,248 | $243.0K | 0.06% | 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 |
| Psagot Investment House Ltd. | 3,300 | $240.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,282 | $239.0K | 0.03% | +3,282 | New |
| 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 |
| Verity & Verity, LLC | 3,235 | $236.0K | 0.04% | 00.0% | Unchanged |
| Magnetar Financial LLC | 3,220 | $234.0K | 0.00% | +3,220 | 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 |
| 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 |
| Wedge Capital Management L L P | 3,156 | $230.0K | 0.00% | −275−8.0% | Reduced |
| Granite Investment Advisors, LLC | 3,134 | $228.0K | 0.04% | +34+1.1% | Added |
| 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 |
| 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 |
| Family Management Corp | 3,072 | $224.0K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Group | 3,068 | $223.0K | 0.03% | +3,068 | New |
| 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 |
| Pflug Koory, LLC | 3,036 | $221.0K | 0.12% | +108+3.7% | Added |
| 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 |
| 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 |
| Berkeley, Inc | 2,976 | $216.7K | 0.16% | +2,976 | New |
| Financial Enhancement Group LLC | 2,970 | $216.0K | 0.04% | +191+6.9% | Added |
| 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 |
| Academy Capital Management Inc | 2,916 | $212.0K | 0.09% | +2,916 | New |
| BlueCrest Capital Management Ltd | 2,893 | $211.0K | 0.01% | +2,893 | New |
| Ritholtz Wealth Management | 2,902 | $211.0K | 0.02% | +2,902 | New |
| Acas, LLC | 2,887 | $210.0K | 0.30% | +2,887 | New |
| Alpha Omega Wealth Management LLC | 2,875 | $209.0K | 0.03% | +2,875 | New |
| Hudson Valley Investment Advisors Inc | 2,851 | $208.0K | 0.04% | −450−13.6% | Reduced |
| BNC Wealth Management, LLC | 2,860 | $208.0K | 0.13% | +2,860 | New |
| Loomis Sayles & Co L P | 2,845 | $207.0K | 0.00% | −24,061−89.4% | Reduced |
| Fagan Associates, Inc. | 2,813 | $205.0K | 0.04% | −1,000−26.2% | Reduced |
| Marshall Financial Group LLC | 2,811 | $205.0K | 0.11% | −310−9.9% | Reduced |
| Verity Asset Management, Inc. | 2,811 | $205.0K | 0.11% | +2,811 | New |
| Probity Advisors, Inc. | 2,812 | $205.0K | 0.04% | +2,812 | New |
| First Quadrant L P | 2,802 | $204.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,808 | $204.0K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,801 | $204.0K | 0.00% | +2,801 | New |
| RMB Capital Management, LLC | 2,808 | $204.0K | 0.01% | +2,808 | New |
| Advisor OS, LLC | 2,790 | $204.0K | 0.04% | +2,790 | New |
| SFMG, LLC | 2,771 | $202.0K | 0.02% | +2,771 | New |
| Johanson Financial Advisors, Inc. | 2,861 | $202.0K | 0.07% | +2,861 | New |
| Tranquilli Financial Advisor LLC | 2,765 | $201.0K | 0.15% | +2,765 | New |
| Pinnacle Bancorp, Inc. | 2,614 | $190.0K | 0.09% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,495 | $182.0K | 0.01% | +2,000+404.0% | Added |
| Acropolis Investment Management, LLC | 2,347 | $171.0K | 0.02% | 00.0% | Unchanged |
| GVO Asset Management Ltd | 2,300 | $167.0K | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,290 | $166.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,200 | $160.0K | 0.05% | +157+7.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,168 | $158.0K | 0.00% | +2,168 | New |
| Evoke Wealth, LLC | 2,149 | $156.0K | 0.01% | −21−1.0% | Reduced |
| Global Retirement Partners, LLC | 2,042 | $149.0K | 0.02% | +92+4.7% | Added |
| Coastal Capital Group, Inc. | 2,028 | $148.0K | 0.04% | +5+0.2% | Added |
| Creative Financial Designs Inc | 2,026 | $148.0K | 0.03% | +600+42.1% | Added |
| Firestone Capital Management | 2,000 | $146.0K | 0.05% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 1,985 | $144.0K | 0.08% | −10−0.5% | Reduced |
| Riverview Trust Co | 1,979 | $144.0K | 0.15% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,951 | $142.0K | 0.01% | −614−23.9% | Reduced |
| Glassman Wealth Services | 1,922 | $140.0K | 0.03% | +58+3.1% | Added |
| Hills Bank & Trust Co | 1,854 | $135.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,848 | $135.0K | 0.06% | +1,848 | New |
| Hartford Financial Management Inc. | 1,800 | $131.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,765 | $129.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,761 | $128.0K | 0.01% | +3+0.2% | Added |
| Eagle Bay Advisors LLC | 1,731 | $127.0K | 0.10% | +1,731 | New |
| Reilly Financial Advisors, LLC | 1,701 | $124.0K | 0.01% | +1,067+168.3% | Added |
| Delta Asset Management LLC | 1,679 | $122.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,666 | $121.0K | 0.01% | +4+0.2% | Added |
| Concord Wealth Partners | 1,641 | $119.0K | 0.03% | −10−0.6% | Reduced |
| Crescent Capital Consulting, LLC | 1,578 | $115.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,564 | $114.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,560 | $114.0K | 0.01% | +10+0.6% | Added |
| Corsicana & Co. | 1,500 | $109.0K | 0.07% | +1,500 | New |
| Brewin Dolphin Ltd | 1,472 | $107.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,474 | $107.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 1,425 | $104.0K | 0.02% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,408 | $103.0K | 0.03% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,400 | $102.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,350 | $98.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 1,347 | $98.0K | 0.01% | +4+0.3% | Added |
| Private Capital Group, LLC | 1,319 | $96.0K | 0.02% | +266+25.3% | Added |