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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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q3 2021

Institutional positions in Schwab Charles Corp as of Sep 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
1,351
+25 vs. Q2 2021
Shares held
1.31B
−2.00M (−0.2%) vs. Q2 2021
Total value
$95.3B
−$57.0M (−0.1%) vs. Q2 2021
New holders
110
503 more added
Sold out
85
495 more reduced

19 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,351 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ3 2021: $95.3B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2021.

Institutions holding SCHW in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Syverson Strege & Co6$00.00%00.0%Unchanged
Kowal Investment Group, LLC1$00.00%+1New
USA Financial Portformulas Corp7$1.00K0.00%−15,543−100.0%Reduced
TFC Financial Management19$1.00K0.00%00.0%Unchanged
Prentice Wealth Management LLC10$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.11$1.00K0.00%+11New
WestEnd Advisors, LLC–$1.31K0.00%––
McCarthy Grittinger Financial Group, LLC22$1.60K0.00%+22New
Spectrum Management Group, LLC23$2.00K0.00%00.0%Unchanged
First Bank & Trust26$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC29$2.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC21$2.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC32$2.00K0.00%00.0%Unchanged
Artemis Wealth Advisors, LLC31$2.00K0.00%00.0%Unchanged
TSFG, LLC39$3.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC94$3.00K0.00%00.0%Unchanged
Optiver Holding B.V.38$3.00K0.00%+38New
Costello Asset Management, INC60$4.00K0.00%00.0%Unchanged
Kelly Financial Services LLC58$4.24K0.00%−4,168−98.6%Reduced
Glen Eagle Advisors, LLC62$4.52K0.00%00.0%Unchanged
Atwood & Palmer Inc65$5.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.68$5.00K0.00%+6+9.7%Added
Rocky Mountain Advisers, LLC71$5.00K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC68$5.00K0.00%00.0%Unchanged
Global Trust Asset Management, LLC71$5.00K0.00%00.0%Unchanged
Better Money Decisions, LLC71$5.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC78$6.00K0.00%00.0%Unchanged
Washington Trust Co80$6.00K0.00%+80New
Bellwether Advisors, LLC100$7.00K0.00%00.0%Unchanged
Heritage Wealth Advisors103$7.50K0.00%00.0%Unchanged
Winch Advisory Services, LLC108$8.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC112$8.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.113$8.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC116$8.00K0.00%+26+28.9%Added
Capital Analysts, LLC123$9.00K0.00%−168−57.7%Reduced
Jones Financial Companies LLLP122$9.00K0.00%00.0%Unchanged
Pacitti Group Inc.125$9.00K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC129$9.00K0.00%00.0%Unchanged
Accel Wealth Management128$9.00K0.01%00.0%Unchanged
Red Tortoise LLC132$9.00K0.01%+132New
Highlander Capital Management, LLC136$10.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.137$10.0K0.02%00.0%Unchanged
Evolution Wealth Advisors, LLC136$10.0K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC141$10.0K0.01%+15+11.9%Added
Toth Financial Advisory Corp155$11.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC157$11.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC152$11.0K0.01%+21+16.0%Added
Motco169$12.0K0.00%+71+72.4%Added
Heritage Wealth Management, LLC172$13.0K0.00%00.0%Unchanged
JJJ Advisors Inc.175$13.0K0.00%+18+11.5%Added
Key Financial Inc183$13.0K0.01%+37+25.3%Added
Versant Capital Management, Inc188$14.0K0.00%−104−35.6%Reduced
Cordasco Financial Network204$15.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC203$15.0K0.00%00.0%Unchanged
Alaethes Wealth LLC205$15.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC206$15.0K0.00%+206New
Mascoma Wealth Management LLC200$15.0K0.01%+200New
Halpern Financial, Inc.217$15.8K0.01%+217New
Kistler-Tiffany Companies, LLC216$16.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC200$16.0K0.01%00.0%Unchanged
CVA Family Office, LLC464$17.0K0.01%−406−46.7%Reduced
Smith Group Asset Management, LLC237$17.0K0.00%+237New
Gradient Investments LLC249$18.0K0.00%00.0%Unchanged
Front Row Advisors LLC242$18.0K0.01%00.0%Unchanged
Robbins Farley LLC250$18.0K0.01%+100+66.7%Added
Prestige Wealth Management Group LLC257$19.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC267$19.4K0.01%+42+18.7%Added
Investors Research Corp290$21.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P319$23.0K0.00%−2,526−88.8%Reduced
Markston International LLC325$24.0K0.02%00.0%Unchanged
Independence Bank of Kentucky325$24.0K0.01%00.0%Unchanged
Essex Investment Management Co LLC341$25.0K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$25.0K0.01%––
AllSquare Wealth Management LLC350$25.0K0.01%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co355$26.0K0.01%+355New
Resolute Partners Group372$27.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC365$27.0K0.01%+210+135.5%Added
Exchange Traded Concepts, LLC387$28.0K0.00%−32−7.6%Reduced
American National Bank380$28.0K0.01%+380New
Knuff & Co LLC400$29.0K0.01%00.0%Unchanged
Total Clarity Wealth Management, Inc.400$29.0K0.01%+400New
Consolidated Planning Corp397$29.0K0.02%+397New
Carolina Wealth Advisors, LLC415$30.0K0.02%00.0%Unchanged
Meridian Wealth Partners, LLC434$31.0K0.01%+434New
Baron Financial Group, LLC435$31.7K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC439$32.0K0.01%+51+13.1%Added
HC Financial Advisors Inc456$33.0K0.02%+1+0.2%Added
RWM Asset Management, LLC465$34.0K0.01%+465New
Hexagon Capital Partners LLC485$35.0K0.01%+1+0.2%Added
MV Capital Management, Inc.476$35.0K0.01%+260+120.4%Added
Kings Point Capital Management500$36.0K0.00%00.0%Unchanged
Larson Financial Group LLC500$36.0K0.01%+500New
IronBridge Private Wealth, LLC514$37.0K0.02%+1+0.2%Added
Lumature Wealth Partners, LLC519$38.0K0.02%−201−27.9%Reduced
Joseph P. Lucia & Associates, LLC519$38.0K0.02%00.0%Unchanged
BDO Wealth Advisors, LLC517$38.0K0.00%+200+63.1%Added
South State Corp.518$38.0K0.00%+518New
Column Capital Advisors, LLC533$39.0K0.01%−7−1.3%Reduced
Bellevue Asset Management, LLC538$39.0K0.02%00.0%Unchanged
Sugarloaf Wealth Management, LLC553$40.0K0.01%+172+45.1%Added