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 |
|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | 11,032 | $803.0K | 0.42% | −139−1.2% | Reduced |
| TCTC Holdings, LLC | 11,020 | $803.0K | 0.04% | +300+2.8% | Added |
| Osborne Partners Capital Management, LLC | 11,025 | $803.0K | 0.07% | +424+4.0% | Added |
| Hyperion Capital Advisors LP | 10,899 | $794.0K | 0.23% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,887 | $793.0K | 0.12% | +118+1.1% | Added |
| Van Eck Associates Corp | 10,861 | $791.0K | 0.00% | −1,259,113−99.1% | Reduced |
| Inverness Counsel LLC | 10,660 | $776.0K | 0.03% | +5,386+102.1% | Added |
| Patriot Investment Management Inc. | 10,650 | $775.0K | 0.07% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 10,525 | $766.0K | 0.34% | +150+1.4% | Added |
| Smith, Moore & Co. | 10,268 | $748.0K | 0.11% | −145−1.4% | Reduced |
| SNS Financial Group, LLC | 10,196 | $742.0K | 0.10% | +41+0.4% | Added |
| Centiva Capital, LP | 10,187 | $742.0K | 0.06% | +6,174+153.8% | Added |
| Bank of the West | 10,166 | $741.0K | 0.08% | −853−7.7% | Reduced |
| Greatmark Investment Partners, Inc. | 10,102 | $736.0K | 0.13% | 00.0% | Unchanged |
| Advisory Research Inc | 10,055 | $732.0K | 0.05% | −2,198−17.9% | Reduced |
| First Midwest Bank Trust Division | 10,019 | $729.0K | 0.10% | +899+9.9% | Added |
| Loveless Wealth Management LLC | 10,015 | $729.0K | 0.44% | +1,055+11.8% | Added |
| Ballentine Partners, LLC | 9,987 | $728.0K | 0.03% | +174+1.8% | Added |
| Lebenthal Global Advisors, LLC | 9,951 | $724.0K | 0.39% | +9,951 | New |
| Cascadia Advisory Services, LLC | 9,910 | $722.0K | 0.16% | −524−5.0% | Reduced |
| Pitcairn Co | 9,868 | $718.0K | 0.05% | −155−1.5% | Reduced |
| Logan Capital Management Inc | 9,729 | $708.0K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 9,635 | $702.0K | 0.09% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 9,590 | $698.0K | 0.12% | +2,330+32.1% | Added |
| RMR Wealth Builders | 9,571 | $697.0K | 0.23% | −1,322−12.1% | Reduced |
| Navalign, LLC | 9,511 | $692.0K | 0.29% | +29+0.3% | Added |
| Barrett Asset Management, LLC | 9,452 | $688.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9,434 | $687.0K | 0.04% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 9,393 | $684.0K | 0.33% | +4,146+79.0% | Added |
| Sun Life Financial INC | 9,332 | $680.0K | 0.03% | −1,146−10.9% | Reduced |
| Fulton Bank, N.A. | 9,310 | $678.0K | 0.03% | +232+2.6% | Added |
| Burke & Herbert Bank & Trust Co | 9,300 | $677.0K | 0.44% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 9,281 | $676.0K | 0.12% | −33−0.4% | Reduced |
| Focus Financial Network, Inc. | 9,262 | $674.4K | 0.09% | −40−0.4% | Reduced |
| ETF Managers Group, LLC | 9,170 | $671.0K | 0.01% | −646−6.6% | Reduced |
| Cannell Peter B & Co Inc | 9,146 | $666.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 9,111 | $663.0K | 0.20% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,084 | $661.0K | 0.03% | +190+2.1% | Added |
| Ninety One SA (PTY) Ltd | 9,027 | $657.0K | 0.24% | −1,850−17.0% | Reduced |
| Waldron Private Wealth LLC | 8,795 | $640.0K | 0.04% | −10.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,762 | $638.0K | 0.04% | +2,572+41.6% | Added |
| 44 Wealth Management LLC | 8,755 | $637.0K | 0.25% | −4,760−35.2% | Reduced |
| Occudo Quantitative Strategies LP | 8,731 | $636.0K | 0.10% | +8,731 | New |
| Voya Financial Advisors, Inc. | 8,632 | $632.0K | 0.08% | −18,066−67.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,606 | $627.0K | 0.08% | +145+1.7% | Added |
| DAGCO, Inc. | 8,550 | $623.0K | 0.28% | −650−7.1% | Reduced |
| Harbour Investments, Inc. | 8,556 | $623.0K | 0.02% | +361+4.4% | Added |
| Cutler Group LP | 8,530 | $621.0K | 0.05% | +8,530 | New |
| Orca Investment Management, LLC | 8,496 | $619.0K | 0.56% | −1,717−16.8% | Reduced |
| Burns Matteson Capital Management, LLC | 8,500 | $618.9K | 0.49% | −121−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 8,163 | $616.0K | 0.05% | +238+3.0% | Added |
| Robertson Stephens Wealth Management, LLC | 8,406 | $612.0K | 0.07% | +710+9.2% | Added |
| Barings LLC | 8,296 | $604.0K | 0.01% | −13,343−61.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,233 | $599.0K | 0.04% | −191−2.3% | Reduced |
| Lido Advisors, LLC | 8,122 | $591.0K | 0.01% | +4,009+97.5% | Added |
| Kestra Private Wealth Services, LLC | 8,105 | $590.0K | 0.04% | −2,572−24.1% | Reduced |
| Boston Financial Mangement LLC | 8,054 | $586.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 7,970 | $580.0K | 0.08% | −1,895−19.2% | Reduced |
| Chilton Capital Management LLC | 7,972 | $580.0K | 0.03% | +327+4.3% | Added |
| Cinctive Capital Management LP | 7,932 | $578.0K | 0.03% | +7,932 | New |
| Kingsview Wealth Management, LLC | 7,747 | $570.0K | 0.03% | +1,656+27.2% | Added |
| Proficio Capital Partners LLC | 7,809 | $569.0K | 0.07% | +228+3.0% | Added |
| Albion Financial Group | 7,810 | $569.0K | 0.05% | +7,810 | New |
| ProVise Management Group, LLC | 7,730 | $563.0K | 0.06% | +2,950+61.7% | Added |
| IFP Advisors, Inc | 7,645 | $562.0K | 0.01% | −1,171−13.3% | Reduced |
| BBR Partners, LLC | 7,640 | $556.0K | 0.04% | −5,795−43.1% | Reduced |
| Axiom Investment Management LLC | 7,648 | $556.0K | 0.43% | −3,974−34.2% | Reduced |
| Bragg Financial Advisors, Inc | 7,621 | $555.0K | 0.04% | −55−0.7% | Reduced |
| Sigma Planning Corp | 7,561 | $551.0K | 0.02% | +7,561 | New |
| Dark Forest Capital Management LP | 7,543 | $549.0K | 0.24% | +7,543 | New |
| ARGI Investment Services, LLC | 7,526 | $548.0K | 0.02% | +1,010+15.5% | Added |
| Archford Capital Strategies, LLC | 7,407 | $539.0K | 0.14% | +480+6.9% | Added |
| KB Financial Partners, LLC | 7,400 | $539.0K | 0.20% | +6,176+504.6% | Added |
| Weld Capital Management LLC | 7,345 | $535.0K | 0.54% | +7,345 | New |
| Garrison Point Advisors, LLC | 7,290 | $531.0K | 0.38% | 00.0% | Unchanged |
| Quest Capital Management Inc | 7,233 | $527.0K | 0.10% | +788+12.2% | Added |
| Clearstead Advisors, LLC | 7,226 | $526.0K | 0.04% | +122+1.7% | Added |
| Polaris Wealth Advisory Group, LLC | 7,118 | $524.0K | 0.03% | −220−3.0% | Reduced |
| Waddell & Associates, LLC | 7,136 | $520.0K | 0.09% | +7,136 | New |
| Ashton Thomas Private Wealth, LLC | 7,117 | $518.2K | 0.08% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 7,019 | $511.0K | 0.01% | −69,862−90.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,019 | $511.0K | 0.02% | +2,918+71.2% | Added |
| Iridian Asset Management LLC | 6,999 | $510.0K | 0.01% | −2,710−27.9% | Reduced |
| Davidson Investment Advisors | 6,975 | $508.0K | 0.04% | −625−8.2% | Reduced |
| GFG Capital, LLC | 6,966 | $507.0K | 0.15% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 6,952 | $506.0K | 0.17% | −204−2.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,950 | $506.0K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment Corp | 6,926 | $504.0K | 0.04% | −24−0.3% | Reduced |
| GSB Wealth Management, LLC | 6,910 | $503.0K | 0.16% | +6,910 | New |
| Edgewood Management LLC | 6,900 | $502.0K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,877 | $501.0K | 0.13% | −66−1.0% | Reduced |
| Sheets Smith Wealth Management | 6,818 | $496.0K | 0.07% | +10.0% | Added |
| Belvedere Trading LLC | 7,295 | $496.0K | 0.21% | +7,295 | New |
| Plante Moran Financial Advisors, LLC | 6,793 | $495.0K | 0.12% | +1,922+39.5% | Added |
| Stonnington Group, LLC | 7,200 | $489.0K | 0.11% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,685 | $487.0K | 0.04% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 6,587 | $480.0K | 0.03% | +68+1.0% | Added |
| Sand Hill Global Advisors, LLC | 6,597 | $480.0K | 0.03% | +579+9.6% | Added |
| Stratos Wealth Advisors, LLC | 6,552 | $477.0K | 0.04% | −2,434−27.1% | Reduced |
| Avantax Advisory Services, Inc. | 6,507 | $477.0K | 0.01% | +637+10.9% | Added |