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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Barings LLC | 6,908 | $503.0K | 0.01% | −1,388−16.7% | Reduced |
| Buckley Wealth Management, LLC | 6,808 | $496.0K | 0.16% | −144−2.1% | Reduced |
| Stratos Wealth Advisors, LLC | 6,799 | $495.0K | 0.04% | +247+3.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,786 | $494.0K | 0.09% | −39,824−85.4% | Reduced |
| Nicolet Bankshares Inc | 6,760 | $492.0K | 0.13% | −117−1.7% | Reduced |
| 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 |
| Csenge Advisory Group | 6,581 | $490.0K | 0.04% | +313+5.0% | Added |
| Enlightenment Research, LLC | 6,700 | $488.0K | 0.60% | +6,700 | New |
| Belpointe Asset Management LLC | 6,649 | $485.0K | 0.03% | +1,977+42.3% | Added |
| Bank of the West | 6,627 | $483.0K | 0.05% | −3,539−34.8% | Reduced |
| AIA Group Ltd | 6,613 | $482.0K | 0.03% | +1,973+42.5% | Added |
| Transcend Wealth Collective, LLC | 5,790 | $481.0K | 0.04% | −61−1.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 6,594 | $480.0K | 0.03% | +7+0.1% | Added |
| TCI Wealth Advisors, Inc. | 6,522 | $475.0K | 0.07% | +119+1.9% | 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 |
| 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 |
| Sheets Smith Wealth Management | 6,483 | $472.0K | 0.06% | −335−4.9% | Reduced |
| Wintrust Investments LLC | 6,414 | $467.0K | 0.06% | −113−1.7% | Reduced |
| Fayez Sarofim & Co | 6,391 | $466.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Davidson Investment Advisors | 6,325 | $461.0K | 0.04% | −650−9.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,321 | $460.0K | 0.10% | +234+3.8% | Added |
| Tompkins Financial Corp | 6,235 | $454.0K | 0.08% | +6,235 | New |
| Sigma Planning Corp | 6,223 | $453.0K | 0.01% | −1,338−17.7% | Reduced |
| Fundamentun, LLC | 6,210 | $452.0K | 0.08% | +6,210 | New |
| Apollon Wealth Management, LLC | 6,134 | $447.0K | 0.06% | +278+4.7% | Added |
| LVW Advisors, LLC | 6,119 | $446.0K | 0.08% | +3,011+96.9% | Added |
| Personal Cfo Solutions, LLC | 6,105 | $445.0K | 0.09% | +1,346+28.3% | 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 |
| Rehmann Capital Advisory Group | 6,067 | $441.9K | 0.04% | +27+0.4% | Added |
| 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 |
| 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 |
| Advisors Capital Management, LLC | 5,938 | $433.0K | 0.01% | +358+6.4% | Added |
| Atticus Wealth Management, LLC | 5,933 | $432.0K | 0.19% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 5,921 | $431.0K | 0.04% | +5,921 | New |
| Pointe Capital Management LLC | 5,889 | $429.0K | 0.30% | +72+1.2% | Added |
| 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 |
| Norway Savings Bank | 5,830 | $425.0K | 0.20% | −450−7.2% | 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 |
| Avantax Advisory Services, Inc. | 5,778 | $420.0K | 0.01% | −729−11.2% | Reduced |
| Beach Investment Counsel Inc | 5,740 | $418.0K | 0.04% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 5,700 | $415.0K | 0.12% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,675 | $413.0K | 0.02% | +907+19.0% | Added |
| 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 |
| Capula Management Ltd | 5,616 | $409.0K | 0.03% | −400−6.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,601 | $408.0K | 0.05% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 5,594 | $407.0K | 0.14% | −313−5.3% | Reduced |
| 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 |
| Principle Wealth Partners LLC | 5,540 | $404.0K | 0.05% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 5,545 | $403.0K | 0.06% | +1,977+55.4% | Added |
| Ridgecrest Wealth Partners, LLC | 5,508 | $401.0K | 0.22% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 5,459 | $398.0K | 0.16% | −35−0.6% | Reduced |
| Addison Advisors LLC | 5,455 | $397.0K | 0.32% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 5,290 | $397.0K | 0.01% | +5,290 | New |
| Vista Private Wealth Partners. LLC | 5,436 | $396.0K | 0.16% | +5+0.1% | Added |
| WESPAC Advisors SoCal, LLC | 5,205 | $395.0K | 0.13% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 5,405 | $394.0K | 0.03% | +105+2.0% | Added |
| Traynor Capital Management, Inc. | 5,407 | $393.0K | 0.05% | +1,318+32.2% | Added |
| Wealthsource Partners, LLC | 5,349 | $390.0K | 0.03% | +1,434+36.6% | Added |
| Gryphon Financial Partners LLC | 5,341 | $389.0K | 0.09% | −714−11.8% | Reduced |
| Veracity Capital LLC | 5,291 | $385.0K | 0.17% | +2,117+66.7% | Added |
| Boston Trust Walden Corp | 5,270 | $384.0K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 5,271 | $383.9K | 0.03% | +401+8.2% | Added |
| 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 |
| Evermay Wealth Management LLC | 5,226 | $381.0K | 0.07% | −186−3.4% | 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 |
| Davis R M Inc | 5,164 | $376.0K | 0.01% | −57−1.1% | Reduced |
| Smithfield Trust Co | 5,144 | $375.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,130 | $374.0K | 0.07% | +135+2.7% | Added |
| FinTrust Capital Advisors, LLC | 5,125 | $373.0K | 0.10% | +608+13.5% | Added |
| Robertson Stephens Wealth Management, LLC | 5,038 | $366.0K | 0.04% | −3,368−40.1% | Reduced |
| Dynamic Advisor Solutions LLC | 4,991 | $364.0K | 0.03% | −726−12.7% | Reduced |
| Aberdeen Wealth Management LLC | 4,980 | $363.0K | 0.35% | −100−2.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,971 | $362.0K | 0.02% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 4,939 | $360.0K | 0.09% | −495−9.1% | Reduced |
| PFG Private Wealth Management, LLC | 4,922 | $359.0K | 0.21% | +111+2.3% | Added |
| Rosenberg Matthew Hamilton | 4,899 | $357.0K | 0.14% | +173+3.7% | Added |
| Ferguson Wellman Capital Management, Inc | 4,891 | $356.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,870 | $354.7K | 0.02% | +3,714+321.3% | Added |
| 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 |
| 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 |
| 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 |