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 |
|---|---|---|---|---|---|
| Fortis Advisors, LLC | 1,250 | $91.0K | 0.05% | −1,250−50.0% | Reduced |
| Field & Main Bank | 1,255 | $91.0K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,200 | $88.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,163 | $85.0K | 0.01% | +3+0.3% | Added |
| Harvest Fund Management Co., Ltd | 1,166 | $85.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,156 | $84.2K | 0.01% | −360−23.7% | Reduced |
| FourThought Financial, LLC | 1,144 | $83.0K | 0.01% | −99−8.0% | Reduced |
| Exane Derivatives | 1,150 | $82.6K | 0.02% | +9+0.8% | Added |
| Ellevest, Inc. | 1,113 | $81.0K | 0.01% | −545−32.9% | Reduced |
| Old North State Trust, LLC | 1,092 | $80.0K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,040 | $75.0K | 0.02% | −198−16.0% | Reduced |
| First PREMIER Bank | 1,025 | $75.0K | 0.02% | +25+2.5% | Added |
| Newbridge Financial Services Group, Inc. | 991 | $72.0K | 0.04% | +35+3.7% | Added |
| Carroll Financial Associates, Inc. | 964 | $70.0K | 0.00% | −115−10.7% | Reduced |
| Dividend Assets Capital, LLC | 960 | $70.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 960 | $70.0K | 0.01% | +36+3.9% | Added |
| Endurance Wealth Management, Inc. | 952 | $69.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 931 | $68.0K | 0.00% | +181+24.1% | Added |
| Bollard Group LLC | 910 | $66.0K | 0.00% | +2+0.2% | Added |
| Lindbrook Capital, LLC | 894 | $65.0K | 0.01% | −1,197−57.2% | Reduced |
| CVA Family Office, LLC | 870 | $63.0K | 0.02% | −820−48.5% | Reduced |
| Montag A & Associates Inc | 833 | $61.0K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 817 | $59.0K | 0.04% | −813−49.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 800 | $58.2K | 0.07% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 803 | $58.0K | 0.01% | +2+0.2% | Added |
| Global Financial Private Client, LLC | 766 | $56.4K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 750 | $55.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 751 | $55.0K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 742 | $54.0K | 0.00% | +3+0.4% | Added |
| Lumature Wealth Partners, LLC | 720 | $52.0K | 0.02% | −97−11.9% | Reduced |
| SOA Wealth Advisors, LLC. | 702 | $51.0K | 0.01% | −1−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 700 | $51.0K | 0.00% | +700 | New |
| Earnest Partners LLC | 682 | $50.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 685 | $49.9K | 0.02% | +302+78.9% | Added |
| Atlas Capital Advisors LLC | 656 | $47.8K | 0.01% | +334+103.7% | Added |
| Hillsdale Investment Management Inc. | 650 | $47.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 646 | $47.0K | 0.00% | +238+58.3% | Added |
| Arrow Financial Corp | 625 | $46.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 623 | $45.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 616 | $45.0K | 0.02% | −152−19.8% | Reduced |
| MCF Advisors LLC | 598 | $44.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 606 | $44.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 576 | $42.0K | 0.01% | −547−48.7% | Reduced |
| Simon Quick Advisors, LLC | 573 | $41.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 540 | $39.0K | 0.01% | −39−6.7% | Reduced |
| Bellevue Asset Management, LLC | 538 | $39.0K | 0.02% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 519 | $38.0K | 0.02% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 513 | $37.0K | 0.02% | +1+0.2% | Added |
| Kings Point Capital Management | 500 | $36.0K | 0.00% | +500 | New |
| D'Orazio & Associates, Inc. | 487 | $35.0K | 0.01% | +1+0.2% | Added |
| Hexagon Capital Partners LLC | 484 | $35.0K | 0.01% | +201+71.0% | Added |
| HC Financial Advisors Inc | 455 | $33.0K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 450 | $32.0K | 0.03% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 435 | $31.7K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 419 | $31.0K | 0.00% | +419 | New |
| Carolina Wealth Advisors, LLC | 415 | $30.0K | 0.02% | −100−19.4% | Reduced |
| Knuff & Co LLC | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 388 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 381 | $28.0K | 0.01% | +106+38.5% | Added |
| Resolute Partners Group | 372 | $27.0K | 0.00% | +20+5.7% | Added |
| Red Door Wealth Management, LLC | 361 | $26.0K | 0.01% | +361 | New |
| AllSquare Wealth Management LLC | 350 | $25.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 341 | $25.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $25.0K | 0.01% | – | New |
| Independence Bank of Kentucky | 325 | $24.0K | 0.01% | −580−64.1% | Reduced |
| Markston International LLC | 325 | $24.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 325 | $24.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 324 | $24.0K | 0.00% | −18−5.3% | Reduced |
| Assetmark, Inc | 336 | $24.0K | 0.00% | +336 | New |
| BDO Wealth Advisors, LLC | 317 | $23.0K | 0.00% | 00.0% | Unchanged |
| Financial Insights, Inc. | 294 | $21.4K | 0.02% | +294 | New |
| BerganKDV Wealth Management, LLC | 293 | $21.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 290 | $21.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 292 | $21.0K | 0.01% | +87+42.4% | Added |
| Capital Analysts, LLC | 291 | $21.0K | 0.00% | +168+136.6% | Added |
| Parisi Gray Wealth Management | 279 | $20.0K | 0.01% | +279 | New |
| Prestige Wealth Management Group LLC | 257 | $19.0K | 0.01% | +10+4.0% | Added |
| Gradient Investments LLC | 249 | $18.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 242 | $17.0K | 0.01% | +7+3.0% | Added |
| Raffa Wealth Management, LLC | 225 | $16.4K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 221 | $16.0K | 0.00% | −334−60.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 216 | $16.0K | 0.00% | +1+0.5% | Added |
| MV Capital Management, Inc. | 216 | $16.0K | 0.00% | +183+554.5% | Added |
| Cordasco Financial Network | 204 | $15.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 203 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Personal Wealth Partners | 204 | $15.0K | 0.01% | +204 | New |
| Alaethes Wealth LLC | 205 | $15.0K | 0.01% | +205 | New |
| Bogart Wealth, LLC | 198 | $14.0K | 0.00% | −22−10.0% | Reduced |
| Heritage Wealth Management, LLC | 172 | $13.0K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 184 | $12.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 166 | $12.0K | 0.00% | +46+38.3% | Added |
| Robbins Farley LLC | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 157 | $11.0K | 0.00% | +37+30.8% | Added |
| Highlander Capital Management, LLC | 136 | $10.0K | 0.00% | −200−59.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 137 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 136 | $10.0K | 0.00% | +10+7.9% | Added |