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 |
|---|---|---|---|---|---|
| Key Financial Inc | 146 | $10.0K | 0.01% | +146 | New |
| HighMark Wealth Management LLC | 131 | $10.0K | 0.01% | +131 | New |
| Accel Wealth Management | 128 | $9.00K | 0.01% | −80−38.5% | Reduced |
| Pacitti Group Inc. | 125 | $9.00K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 126 | $9.00K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 122 | $9.00K | 0.00% | +66+117.9% | Added |
| Ten Capital Wealth Advisors, LLC | 129 | $9.00K | 0.00% | +129 | New |
| Winch Advisory Services, LLC | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $8.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 103 | $7.50K | 0.00% | −2,680−96.3% | Reduced |
| JFS Wealth Advisors, LLC | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 98 | $7.00K | 0.00% | +98 | New |
| Altshuler Shaham Ltd | 96 | $7.00K | 0.00% | +96 | New |
| True Link Financial Advisors, LLC | 78 | $6.00K | 0.00% | +78 | New |
| Benjamin F. Edwards & Company, Inc. | 62 | $5.00K | 0.00% | −38−38.0% | Reduced |
| Benjamin Edwards Inc | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 71 | $5.00K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 62 | $4.51K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 44 | $3.00K | 0.00% | −89−66.9% | Reduced |
| Charter Oak Capital Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 39 | $3.00K | 0.00% | +22+129.4% | Added |
| Modus Advisors, LLC | 47 | $3.00K | 0.00% | +47 | New |
| First Bank & Trust | 26 | $2.00K | 0.00% | −357−93.2% | Reduced |
| Sound Income Strategies, LLC | 21 | $2.00K | 0.00% | −53−71.6% | Reduced |
| Aua Capital Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Sterling Investment Advisors, Ltd. | 21 | $2.00K | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 33 | $2.00K | 0.00% | +33 | New |
| WestEnd Advisors, LLC | – | $1.24K | 0.00% | – | New |
| TFC Financial Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4,226 | $58 | 0.00% | +4,168+7,186.2% | Added |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 221 | – | – | −11−4.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 20,936 | – | – | +15,981+322.5% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,415,940−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −622,247−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −567,137−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −470,661−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −394,079−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| JNE Partners LLP | 0 | $0 | 0.00% | −153,500−100.0% | Sold out |
| Strycker View Capital LLC | 0 | $0 | 0.00% | −123,310−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −118,744−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −114,478−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −111,982−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −105,243−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −103,502−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −103,260−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −99,128−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −85,060−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −78,477−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −71,616−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| MIK Capital, LP | 0 | $0 | 0.00% | −59,534−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −58,423−100.0% | Sold out |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −50,700−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −48,858−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −40,317−100.0% | Sold out |
| Miramar Capital, LLC | 0 | $0 | 0.00% | −40,312−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −38,954−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −34,460−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −33,894−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −26,572−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −25,350−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −24,425−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −23,663−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −18,588−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,058−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −15,362−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −15,360−100.0% | Sold out |
| Sovarnum Capital L.P. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −14,750−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −11,821−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −10,764−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −10,751−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,645−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −9,945−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −8,464−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −6,828−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −6,512−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −5,275−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −4,870−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −3,962−100.0% | Sold out |