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 | 2,173 | $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 |
|---|---|---|---|---|---|
| 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 |
| Park Avenue Securities LLC | 4,804 | $350.0K | 0.01% | +1,230+34.4% | Added |
| Delta Financial Advisors LLC | 4,745 | $346.0K | 0.15% | 00.0% | Unchanged |
| DC Investments Management, LLC | 4,730 | $345.0K | 0.64% | +4,730 | New |
| Advisory Research Inc | 4,696 | $342.0K | 0.02% | −5,359−53.3% | Reduced |
| 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 |
| 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 |
| 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 |
| Tiedemann Advisors, LLC | 4,595 | $335.0K | 0.02% | −166−3.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,592 | $334.0K | 0.11% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,561 | $332.0K | 0.14% | +793+21.0% | Added |
| Highland Capital Management, LLC | 4,545 | $331.0K | 0.02% | 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 |
| 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 |
| 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 |
| Mid Atlantic Financial Management Inc | 4,469 | $326.0K | 0.02% | +29+0.7% | Added |
| V Wealth Advisors LLC | 4,449 | $324.0K | 0.05% | +69+1.6% | Added |
| 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 |
| Resources Investment Advisors, LLC. | 4,401 | $321.0K | 0.01% | −2,618−37.3% | Reduced |
| Geller Advisors LLC | 4,318 | $315.0K | 0.07% | +270+6.7% | Added |
| Crescent Grove Advisors, LLC | 4,300 | $313.0K | 0.03% | −100−2.3% | Reduced |
| Old Mission Investment Co LLC | 4,294 | $312.8K | 0.13% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 4,267 | $311.0K | 0.28% | +72+1.7% | Added |
| Cypress Wealth Services, LLC | 4,250 | $310.0K | 0.09% | −241−5.4% | Reduced |
| Yorktown Management & Research Co Inc | 4,225 | $308.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Keel Point, LLC | 4,160 | $303.0K | 0.04% | +4,160 | New |
| Anchor Investment Management, LLC | 4,154 | $302.6K | 0.04% | +1,864+81.4% | Added |
| American Portfolios Advisors | 4,138 | $301.4K | 0.01% | −377−8.3% | 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 |
| Sutton Wealth Advisors Inc. | 4,112 | $299.5K | 0.11% | −16−0.4% | Reduced |
| Bremer Bank National Association | 4,109 | $299.0K | 0.06% | −337−7.6% | Reduced |
| Highland Private Wealth Management | 4,100 | $298.0K | 0.04% | +134+3.4% | Added |
| 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 |
| People's United Financial, Inc. | 4,033 | $294.0K | 0.01% | −540−11.8% | Reduced |
| Institute for Wealth Management, LLC. | 4,032 | $294.0K | 0.05% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,025 | $293.0K | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3,885 | $292.8K | 0.01% | +215+5.9% | Added |
| Wisconsin Capital Management LLC | 4,000 | $291.0K | 0.12% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $291.0K | 0.08% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,962 | $288.6K | 0.08% | +3,962 | New |
| First Affirmative Financial Network | 3,951 | $288.0K | 0.30% | +3,951 | New |
| Carlson Capital Management | 3,930 | $286.0K | 0.03% | +97+2.5% | Added |
| Venture Visionary Partners LLC | 3,914 | $285.0K | 0.02% | +320+8.9% | Added |
| Affinity Capital Advisors, LLC | 3,874 | $282.0K | 0.09% | +5+0.1% | Added |
| Grandfield & Dodd, LLC | 3,885 | $280.0K | 0.02% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,845 | $280.0K | 0.04% | +103+2.8% | Added |
| Parkside Advisors LLC | 3,830 | $279.0K | 0.09% | −180−4.5% | Reduced |
| Gould Asset Management LLC | 3,827 | $279.0K | 0.09% | 00.0% | Unchanged |
| Accuvest Global Advisors | 3,806 | $277.0K | 0.13% | −231−5.7% | Reduced |
| St Germain D J Co Inc | 3,792 | $276.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,759 | $274.0K | 0.03% | +5+0.1% | Added |
| Founders Capital Management | 3,750 | $273.0K | 0.19% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,704 | $270.0K | 0.02% | −225−5.7% | Reduced |
| Forte Capital LLC | 3,704 | $270.0K | 0.04% | +133+3.7% | Added |
| Intrua Financial, LLC | 3,325 | $270.0K | 0.05% | +77+2.4% | Added |
| Verity & Verity, LLC | 3,235 | $270.0K | 0.04% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,689 | $269.0K | 0.09% | +138+3.9% | Added |
| Great Lakes Advisors, LLC | 3,661 | $267.0K | 0.00% | −59−1.6% | Reduced |
| Childress Capital Advisors, LLC | 3,669 | $267.0K | 0.11% | −30−0.8% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $267.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,646 | $266.0K | 0.04% | −30−0.8% | Reduced |
| 9258 Wealth Management, LLC | 3,653 | $266.0K | 0.07% | +150+4.3% | Added |
| RMB Capital Management, LLC | 3,633 | $265.0K | 0.01% | +825+29.4% | Added |
| Eastern Bank | 3,635 | $264.0K | 0.01% | −257−6.6% | Reduced |
| WNY Asset Management, LLC | 3,628 | $264.0K | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,622 | $264.0K | 0.05% | +35+1.0% | Added |
| Klingenstein Fields & Co LP | 3,615 | $263.0K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,617 | $263.0K | 0.06% | +157+4.5% | Added |
| Capital Investment Advisors, LLC | 3,588 | $261.0K | 0.01% | +10+0.3% | Added |
| Sigma Investment Counselors Inc | 3,574 | $260.0K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 3,500 | $260.0K | 0.04% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,538 | $258.0K | 0.02% | +19+0.5% | Added |
| Crawford Investment Counsel Inc | 3,524 | $257.0K | 0.01% | +125+3.7% | Added |
| Maven Securities LTD | 3,508 | $256.0K | 0.03% | −2,693−43.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,484 | $254.0K | 0.02% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 3,490 | $254.0K | 0.02% | +3,490 | New |
| qPULA Trading Management LP | 3,491 | $254.0K | 0.40% | +3,491 | New |
| LCM Capital Management Inc | 3,472 | $253.0K | 0.21% | −138−3.8% | Reduced |
| Carolinas Wealth Consulting LLC | 3,455 | $252.0K | 0.06% | −1,070−23.6% | Reduced |
| Financial Architects, Inc | 3,457 | $252.0K | 0.04% | −28−0.8% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 3,464 | $252.0K | 0.03% | +104+3.1% | Added |
| Manchester Capital Management LLC | 3,448 | $251.0K | 0.03% | −1,911−35.7% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,450 | $251.0K | 0.04% | −306−8.1% | Reduced |
| Convergence Investment Partners, LLC | 3,427 | $250.0K | 0.13% | −679−16.5% | Reduced |