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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 5,778 | $420.0K | 0.01% | −729−11.2% | Reduced |
| West Coast Financial LLC | 5,796 | $422.0K | 0.07% | −411−6.6% | Reduced |
| CNB Bank | 5,790 | $422.0K | 0.25% | 00.0% | Unchanged |
| Norway Savings Bank | 5,830 | $425.0K | 0.20% | −450−7.2% | Reduced |
| American Money Management, LLC | 5,851 | $426.0K | 0.12% | −248−4.1% | Reduced |
| Studio Investment Management LLC | 5,851 | $426.0K | 0.18% | +5,851 | New |
| Pointe Capital Management LLC | 5,889 | $429.0K | 0.30% | +72+1.2% | Added |
| Meristem Family Wealth, LLC | 5,921 | $431.0K | 0.04% | +5,921 | New |
| Atticus Wealth Management, LLC | 5,933 | $432.0K | 0.19% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,938 | $433.0K | 0.01% | +358+6.4% | Added |
| Moors & Cabot, Inc. | 6,009 | $437.0K | 0.03% | +350+6.2% | Added |
| SG3 Management, LLC | 6,000 | $437.0K | 0.15% | +6,000 | New |
| BTR Capital Management Inc | 6,047 | $440.0K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,046 | $440.0K | 0.03% | +6,046 | New |
| Rehmann Capital Advisory Group | 6,067 | $441.9K | 0.04% | +27+0.4% | Added |
| BSW Wealth Partners | 6,100 | $444.0K | 0.12% | +926+17.9% | Added |
| Balentine LLC | 6,090 | $444.0K | 0.02% | +6,090 | New |
| Personal Cfo Solutions, LLC | 6,105 | $445.0K | 0.09% | +1,346+28.3% | Added |
| LVW Advisors, LLC | 6,119 | $446.0K | 0.08% | +3,011+96.9% | Added |
| Apollon Wealth Management, LLC | 6,134 | $447.0K | 0.06% | +278+4.7% | Added |
| Fundamentun, LLC | 6,210 | $452.0K | 0.08% | +6,210 | New |
| Sigma Planning Corp | 6,223 | $453.0K | 0.01% | −1,338−17.7% | Reduced |
| Tompkins Financial Corp | 6,235 | $454.0K | 0.08% | +6,235 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,321 | $460.0K | 0.10% | +234+3.8% | Added |
| Davidson Investment Advisors | 6,325 | $461.0K | 0.04% | −650−9.3% | Reduced |
| Sand Hill Global Advisors, LLC | 6,348 | $462.0K | 0.03% | −249−3.8% | Reduced |
| Main Street Financial Solutions, LLC | 6,346 | $462.0K | 0.07% | +818+14.8% | Added |
| Fayez Sarofim & Co | 6,391 | $466.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,414 | $467.0K | 0.06% | −113−1.7% | Reduced |
| Sheets Smith Wealth Management | 6,483 | $472.0K | 0.06% | −335−4.9% | Reduced |
| Fiera Capital Corp | 6,500 | $473.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 6,506 | $473.0K | 0.07% | +84+1.3% | Added |
| Plante Moran Financial Advisors, LLC | 6,506 | $474.0K | 0.11% | −287−4.2% | Reduced |
| Bahl & Gaynor Inc | 6,512 | $474.0K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 6,512 | $474.0K | 0.02% | +6,512 | New |
| TCI Wealth Advisors, Inc. | 6,522 | $475.0K | 0.07% | +119+1.9% | Added |
| Balasa Dinverno & Foltz LLC | 6,594 | $480.0K | 0.03% | +7+0.1% | Added |
| Transcend Wealth Collective, LLC | 5,790 | $481.0K | 0.04% | −61−1.0% | Reduced |
| AIA Group Ltd | 6,613 | $482.0K | 0.03% | +1,973+42.5% | Added |
| Bank of the West | 6,627 | $483.0K | 0.05% | −3,539−34.8% | Reduced |
| Belpointe Asset Management LLC | 6,649 | $485.0K | 0.03% | +1,977+42.3% | Added |
| Enlightenment Research, LLC | 6,700 | $488.0K | 0.60% | +6,700 | New |
| Csenge Advisory Group | 6,581 | $490.0K | 0.04% | +313+5.0% | Added |
| Prelude Capital Management, LLC | 6,736 | $491.0K | 0.03% | −14,479−68.2% | Reduced |
| Hollencrest Capital Management | 6,744 | $491.0K | 0.04% | +59+0.9% | Added |
| Nicolet Bankshares Inc | 6,760 | $492.0K | 0.13% | −117−1.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,786 | $494.0K | 0.09% | −39,824−85.4% | Reduced |
| Stratos Wealth Advisors, LLC | 6,799 | $495.0K | 0.04% | +247+3.8% | Added |
| Buckley Wealth Management, LLC | 6,808 | $496.0K | 0.16% | −144−2.1% | Reduced |
| Barings LLC | 6,908 | $503.0K | 0.01% | −1,388−16.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,944 | $506.0K | 0.12% | +511+7.9% | Added |
| Independent Advisor Alliance | 6,951 | $506.0K | 0.03% | +3,231+86.9% | Added |
| GFG Capital, LLC | 6,966 | $507.0K | 0.16% | 00.0% | Unchanged |
| Quest Capital Management Inc | 6,974 | $508.0K | 0.10% | −259−3.6% | Reduced |
| Strategic Blueprint, LLC | 6,983 | $509.0K | 0.08% | −11,347−61.9% | Reduced |
| Mizuho Markets Cayman LP | 7,107 | $518.0K | 0.05% | −2,174−23.4% | Reduced |
| Clearstead Advisors, LLC | 7,105 | $518.0K | 0.04% | −121−1.7% | Reduced |
| Waddell & Associates, LLC | 7,139 | $520.0K | 0.09% | +30.0% | Added |
| Hall Capital Management Co Inc | 7,138 | $520.0K | 0.33% | +1,450+25.5% | Added |
| Kore Private Wealth LLC | 7,164 | $522.0K | 0.05% | +692+10.7% | Added |
| Sciencast Management LP | 6,932 | $523.0K | 0.15% | +6,932 | New |
| Ashton Thomas Private Wealth, LLC | 7,211 | $525.2K | 0.08% | +94+1.3% | Added |
| IHT Wealth Management, LLC | 7,220 | $526.0K | 0.04% | +2,716+60.3% | Added |
| Garrison Point Advisors, LLC | 7,290 | $531.0K | 0.39% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 7,300 | $532.0K | 0.27% | +390+5.6% | Added |
| Mount Yale Investment Advisors, LLC | 7,346 | $535.0K | 0.06% | +863+13.3% | Added |
| Kingsview Wealth Management, LLC | 7,363 | $536.0K | 0.03% | −384−5.0% | Reduced |
| Proficio Capital Partners LLC | 7,383 | $538.0K | 0.07% | −426−5.5% | Reduced |
| Sawtooth Solutions, LLC | 7,417 | $540.0K | 0.08% | +1,626+28.1% | Added |
| Polaris Wealth Advisory Group, LLC | 7,118 | $544.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 7,512 | $547.0K | 0.02% | +6,602+725.5% | Added |
| Baker Tilly Wealth Management, LLC | 7,517 | $548.0K | 0.07% | +3,196+74.0% | Added |
| Orca Investment Management, LLC | 7,549 | $550.0K | 0.48% | −947−11.1% | Reduced |
| BBR Partners, LLC | 7,573 | $552.0K | 0.05% | −67−0.9% | Reduced |
| Lido Advisors, LLC | 7,608 | $554.0K | 0.01% | −514−6.3% | Reduced |
| Stonnington Group, LLC | 7,200 | $557.0K | 0.12% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 16,512 | $557.0K | 0.64% | +16,512 | New |
| Axiom Investment Management LLC | 7,663 | $558.0K | 0.56% | +15+0.2% | Added |
| Bragg Financial Advisors, Inc | 7,654 | $558.0K | 0.04% | +33+0.4% | Added |
| Albion Financial Group | 7,810 | $569.0K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7,890 | $575.0K | 0.03% | −82−1.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,928 | $577.0K | 0.11% | −678−7.9% | Reduced |
| Edgewood Management LLC | 7,960 | $580.0K | 0.00% | +1,060+15.4% | Added |
| Cubist Systematic Strategies, LLC | 8,021 | $584.0K | 0.01% | −138,650−94.5% | Reduced |
| KB Financial Partners, LLC | 8,036 | $585.0K | 0.21% | +636+8.6% | Added |
| Boston Financial Mangement LLC | 8,054 | $587.0K | 0.02% | 00.0% | Unchanged |
| Engine No. 1 LLC | 8,085 | $589.0K | 0.15% | +3,293+68.7% | Added |
| First Dallas Securities Inc. | 8,300 | $605.0K | 0.42% | −4,900−37.1% | Reduced |
| Archford Capital Strategies, LLC | 8,300 | $605.0K | 0.14% | +893+12.1% | Added |
| Cascadia Advisory Services, LLC | 8,356 | $609.0K | 0.12% | −1,554−15.7% | Reduced |
| Harbour Investments, Inc. | 8,476 | $617.0K | 0.02% | −80−0.9% | Reduced |
| Latitude Advisors, LLC | 8,487 | $618.0K | 0.20% | +4,373+106.3% | Added |
| DAGCO, Inc. | 8,550 | $623.0K | 0.27% | 00.0% | Unchanged |
| Cutler Group LP | 8,661 | $630.0K | 0.05% | +131+1.5% | Added |
| Stony Point Wealth Management Inc. | 8,691 | $633.0K | 0.38% | +8,691 | New |
| 44 Wealth Management LLC | 8,703 | $634.0K | 0.24% | −52−0.6% | Reduced |
| Smith, Moore & Co. | 8,835 | $644.0K | 0.10% | −1,433−14.0% | Reduced |
| San Luis Wealth Advisors LLC | 8,866 | $646.0K | 0.36% | +8,866 | New |
| Kestra Private Wealth Services, LLC | 8,956 | $652.0K | 0.04% | +851+10.5% | Added |
| ARGI Investment Services, LLC | 8,980 | $654.0K | 0.02% | +1,454+19.3% | Added |