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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 4,032 | $294.0K | 0.05% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,079 | $297.0K | 0.04% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4,083 | $297.0K | 0.01% | +4,083 | New |
| Highland Private Wealth Management | 4,100 | $298.0K | 0.04% | +134+3.4% | Added |
| Bremer Bank National Association | 4,109 | $299.0K | 0.06% | −337−7.6% | Reduced |
| Sutton Wealth Advisors Inc. | 4,112 | $299.5K | 0.11% | −16−0.4% | Reduced |
| Fieldpoint Private Securities, LLC | 4,122 | $300.0K | 0.07% | +92+2.3% | Added |
| Evanson Asset Management, LLC | 4,094 | $300.0K | 0.03% | +777+23.4% | Added |
| American Portfolios Advisors | 4,138 | $301.4K | 0.01% | −377−8.3% | Reduced |
| Anchor Investment Management, LLC | 4,154 | $302.6K | 0.04% | +1,864+81.4% | Added |
| Keel Point, LLC | 4,160 | $303.0K | 0.04% | +4,160 | New |
| Trustcore Financial Services, LLC | 4,188 | $305.0K | 0.03% | +82+2.0% | Added |
| Integrated Wealth Concepts LLC | 4,191 | $305.0K | 0.01% | +4,191 | New |
| Van Strum & Towne Inc. | 4,200 | $306.0K | 0.12% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,203 | $306.0K | 0.12% | +668+18.9% | Added |
| Sanders Morris Harris LLC | 4,000 | $307.0K | 0.06% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 4,218 | $307.0K | 0.11% | +4,218 | New |
| Yorktown Management & Research Co Inc | 4,225 | $308.0K | 0.23% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 4,250 | $310.0K | 0.09% | −241−5.4% | Reduced |
| Defined Wealth Management, LLC | 4,267 | $311.0K | 0.28% | +72+1.7% | Added |
| Old Mission Investment Co LLC | 4,294 | $312.8K | 0.13% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,300 | $313.0K | 0.03% | −100−2.3% | Reduced |
| Geller Advisors LLC | 4,318 | $315.0K | 0.07% | +270+6.7% | Added |
| Resources Investment Advisors, LLC. | 4,401 | $321.0K | 0.01% | −2,618−37.3% | Reduced |
| Azimuth Capital Management LLC | 4,432 | $323.0K | 0.01% | −150−3.3% | Reduced |
| Joel Isaacson & Co., LLC | 4,440 | $323.0K | 0.02% | +28+0.6% | Added |
| V Wealth Advisors LLC | 4,449 | $324.0K | 0.05% | +69+1.6% | Added |
| Mid Atlantic Financial Management Inc | 4,469 | $326.0K | 0.02% | +29+0.7% | Added |
| Sargent Bickham Lagudis LLC | 4,494 | $327.0K | 0.03% | +20+0.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,490 | $327.0K | 0.04% | +4,490 | New |
| Garrison Bradford & Associates Inc | 4,500 | $328.0K | 0.33% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,510 | $328.0K | 0.12% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,515 | $329.0K | 0.02% | +115+2.6% | Added |
| SeaCrest Wealth Management, LLC | 4,510 | $329.0K | 0.04% | +141+3.2% | Added |
| Highland Capital Management, LLC | 4,545 | $331.0K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,561 | $332.0K | 0.14% | +793+21.0% | Added |
| Jackson Hole Capital Partners, LLC | 4,592 | $334.0K | 0.11% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 4,595 | $335.0K | 0.02% | −166−3.5% | Reduced |
| Providence Capital Advisors, LLC | 4,611 | $336.0K | 0.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,620 | $336.0K | 0.01% | +2,669+136.8% | Added |
| Investment House LLC | 4,629 | $337.0K | 0.02% | +300+6.9% | Added |
| Ellevest, Inc. | 4,631 | $337.0K | 0.03% | +3,518+316.1% | Added |
| Equitable Trust Co | 4,653 | $339.0K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,654 | $339.0K | 0.02% | +145+3.2% | Added |
| Advisory Research Inc | 4,696 | $342.0K | 0.02% | −5,359−53.3% | Reduced |
| DC Investments Management, LLC | 4,730 | $345.0K | 0.64% | +4,730 | New |
| Delta Financial Advisors LLC | 4,745 | $346.0K | 0.15% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,804 | $350.0K | 0.01% | +1,230+34.4% | Added |
| Jeppson Wealth Management, LLC | 4,829 | $351.0K | 0.18% | +10+0.2% | Added |
| TownSquare Capital, LLC | 4,817 | $351.0K | 0.01% | +4,817 | New |
| Marquette Asset Management, LLC | 4,839 | $352.0K | 0.08% | 00.0% | Unchanged |
| Lincoln National Corp | 4,835 | $352.0K | 0.01% | +561+13.1% | Added |
| Atlas Private Wealth Management | 4,848 | $353.0K | 0.22% | +506+11.7% | Added |
| HRT Financial LP | 4,852 | $353.0K | 0.00% | +4,852 | New |
| State of Wyoming | 4,864 | $354.0K | 0.23% | −315−6.1% | Reduced |
| Sonora Investment Management, LLC | 4,861 | $354.0K | 0.04% | +1,476+43.6% | Added |
| Leonteq Securities AG | 4,870 | $354.7K | 0.02% | +3,714+321.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,891 | $356.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,899 | $357.0K | 0.14% | +173+3.7% | Added |
| PFG Private Wealth Management, LLC | 4,922 | $359.0K | 0.21% | +111+2.3% | Added |
| YorkBridge Wealth Partners, LLC | 4,939 | $360.0K | 0.09% | −495−9.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,971 | $362.0K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,980 | $363.0K | 0.35% | −100−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 4,991 | $364.0K | 0.03% | −726−12.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,038 | $366.0K | 0.04% | −3,368−40.1% | Reduced |
| FinTrust Capital Advisors, LLC | 5,125 | $373.0K | 0.10% | +608+13.5% | Added |
| Baldwin Investment Management, LLC | 5,130 | $374.0K | 0.07% | +135+2.7% | Added |
| Smithfield Trust Co | 5,144 | $375.0K | 0.02% | 00.0% | Unchanged |
| Davis R M Inc | 5,164 | $376.0K | 0.01% | −57−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 5,175 | $377.0K | 0.05% | −68,581−93.0% | Reduced |
| Diligent Investors, LLC | 5,183 | $377.0K | 0.13% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,177 | $377.0K | 0.05% | +2,084+67.4% | Added |
| Evermay Wealth Management LLC | 5,226 | $381.0K | 0.07% | −186−3.4% | Reduced |
| Curated Wealth Partners LLC | 5,257 | $383.0K | 0.21% | −398−7.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,260 | $383.0K | 0.03% | +121+2.4% | Added |
| Credential Qtrade Securities Inc. | 5,271 | $383.9K | 0.03% | +401+8.2% | Added |
| Boston Trust Walden Corp | 5,270 | $384.0K | 0.00% | 00.0% | Unchanged |
| Veracity Capital LLC | 5,291 | $385.0K | 0.17% | +2,117+66.7% | Added |
| Gryphon Financial Partners LLC | 5,341 | $389.0K | 0.09% | −714−11.8% | Reduced |
| Wealthsource Partners, LLC | 5,349 | $390.0K | 0.03% | +1,434+36.6% | Added |
| Traynor Capital Management, Inc. | 5,407 | $393.0K | 0.05% | +1,318+32.2% | Added |
| Berkshire Asset Management LLC | 5,405 | $394.0K | 0.03% | +105+2.0% | Added |
| WESPAC Advisors SoCal, LLC | 5,205 | $395.0K | 0.13% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 5,436 | $396.0K | 0.16% | +5+0.1% | Added |
| Addison Advisors LLC | 5,455 | $397.0K | 0.32% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 5,290 | $397.0K | 0.01% | +5,290 | New |
| Quadrant Private Wealth Management, LLC | 5,459 | $398.0K | 0.16% | −35−0.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,508 | $401.0K | 0.22% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 5,545 | $403.0K | 0.06% | +1,977+55.4% | Added |
| Principle Wealth Partners LLC | 5,540 | $404.0K | 0.05% | 00.0% | Unchanged |
| FLC Capital Advisors | 5,557 | $405.0K | 0.12% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,556 | $405.0K | 0.01% | +383+7.4% | Added |
| Clear Perspective Advisors, LLC | 5,594 | $407.0K | 0.14% | −313−5.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,601 | $408.0K | 0.05% | 00.0% | Unchanged |
| Capula Management Ltd | 5,616 | $409.0K | 0.03% | −400−6.6% | Reduced |
| Family Legacy, Inc. | 5,321 | $412.0K | 0.19% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 5,661 | $412.0K | 0.02% | +1,126+24.8% | Added |
| Mutual Advisors, LLC | 5,675 | $413.0K | 0.02% | +907+19.0% | Added |
| Court Place Advisors, LLC | 5,700 | $415.0K | 0.12% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 5,740 | $418.0K | 0.04% | 00.0% | Unchanged |