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 |
|---|---|---|---|---|---|
| Hamel Associates, Inc. | 3,425 | $249.0K | 0.10% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,406 | $248.0K | 0.01% | −86−2.5% | Reduced |
| Essex Financial Services, Inc. | 3,403 | $248.0K | 0.03% | +121+3.7% | Added |
| Comerica Securities,inc. | 3,411 | $248.0K | 0.02% | +3,411 | New |
| Little House Capital LLC | 3,349 | $244.0K | 0.14% | −479−12.5% | Reduced |
| Boyar Asset Management Inc. | 3,350 | $244.0K | 0.16% | 00.0% | Unchanged |
| Maryland Capital Management | 3,350 | $244.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,309 | $243.0K | 0.01% | +3,309 | New |
| Beaumont Financial Partners, LLC | 3,324 | $242.0K | 0.02% | −50−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 3,316 | $242.0K | 0.01% | +3,316 | New |
| Integrated Advisors Network LLC | 3,319 | $242.0K | 0.02% | +3,319 | New |
| Brighton Jones LLC | 3,304 | $241.0K | 0.01% | +103+3.2% | Added |
| MUFG Securities EMEA plc | 3,301 | $240.0K | 0.00% | −92,830−96.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,298 | $240.0K | 0.19% | −505−13.3% | Reduced |
| Psagot Investment House Ltd. | 3,300 | $240.0K | 0.04% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,300 | $240.0K | 0.04% | +3,300 | New |
| Eudaimonia Partners, LLC | 3,279 | $239.0K | 0.04% | +284+9.5% | Added |
| E Fund Management Co., Ltd. | 3,271 | $238.0K | 0.01% | +3,271 | New |
| Ausdal Financial Partners, Inc. | 3,247 | $237.0K | 0.04% | −529−14.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,254 | $237.0K | 0.01% | −386−10.6% | Reduced |
| Autus Asset Management, LLC | 3,244 | $236.0K | 0.03% | −290−8.2% | Reduced |
| CX Institutional | 3,237 | $236.0K | 0.02% | +224+7.4% | Added |
| Trust Co of Virginia | 3,225 | $235.0K | 0.03% | −9−0.3% | Reduced |
| Redwood Investment Management, LLC | 3,221 | $235.0K | 0.03% | +3,221 | New |
| Brave Asset Management Inc | 3,200 | $233.0K | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 3,170 | $231.0K | 0.01% | −1,113−26.0% | Reduced |
| Integrated Investment Consultants, LLC | 3,173 | $231.0K | 0.07% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,155 | $230.0K | 0.16% | −1,331−29.7% | Reduced |
| Jacobi Capital Management LLC | 3,159 | $230.0K | 0.03% | −97−3.0% | Reduced |
| Douglas Lane & Associates, LLC | 3,138 | $229.0K | 0.00% | −235−7.0% | Reduced |
| Granite Investment Advisors, LLC | 3,134 | $228.0K | 0.04% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3,106 | $226.0K | 0.08% | 00.0% | Unchanged |
| Homrich & Berg | 3,096 | $226.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 3,107 | $226.0K | 0.04% | +137+4.6% | Added |
| Gladstone Institutional Advisory LLC | 3,107 | $226.0K | 0.02% | +3,107 | New |
| Northstar Asset Management LLC | 3,090 | $225.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,077 | $224.1K | 0.04% | +2,421+369.1% | Added |
| Spotlight Asset Group, Inc. | 3,074 | $224.0K | 0.11% | −353−10.3% | Reduced |
| Cypress Capital Group | 3,068 | $223.0K | 0.03% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 3,030 | $221.0K | 0.18% | −1,239−29.0% | Reduced |
| Verity Asset Management, Inc. | 3,020 | $220.0K | 0.14% | +209+7.4% | Added |
| Marcum Wealth, LLC | 3,023 | $220.0K | 0.03% | +3,023 | New |
| Alpha Cubed Investments, LLC | 3,010 | $219.0K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,997 | $218.0K | 0.03% | −51−1.7% | Reduced |
| Almanack Investment Partners, LLC. | 2,994 | $218.0K | 0.02% | +2,994 | New |
| Berkeley, Inc | 2,980 | $217.0K | 0.16% | +4+0.1% | Added |
| Telos Capital Management, Inc. | 2,983 | $217.0K | 0.03% | +2,983 | New |
| DRW Securities, LLC | 2,961 | $216.0K | 0.06% | −1,148−27.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,950 | $215.0K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,928 | $213.0K | 0.12% | −108−3.6% | Reduced |
| Park National Corp | 2,928 | $213.0K | 0.01% | −25−0.8% | Reduced |
| Family Management Corp | 2,889 | $210.0K | 0.06% | −183−6.0% | Reduced |
| Acas, LLC | 2,887 | $210.0K | 0.29% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,887 | $210.0K | 0.00% | +2,887 | New |
| Delta Investment Management, LLC | 2,871 | $209.0K | 0.07% | −129−4.3% | Reduced |
| Ritholtz Wealth Management | 2,849 | $208.0K | 0.01% | −53−1.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,851 | $208.0K | 0.04% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,860 | $208.0K | 0.12% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,842 | $207.0K | 0.00% | −43,619−93.9% | Reduced |
| Tranquilli Financial Advisor LLC | 2,840 | $207.0K | 0.16% | +75+2.7% | Added |
| Marshall Financial Group LLC | 2,829 | $206.0K | 0.11% | +18+0.6% | Added |
| Fagan Associates, Inc. | 2,813 | $205.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,808 | $205.0K | 0.03% | 00.0% | Unchanged |
| Monument Capital Management | 2,809 | $205.0K | 0.07% | +2,809 | New |
| First Quadrant L P | 2,802 | $204.0K | 0.02% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 2,807 | $204.0K | 0.07% | −54−1.9% | Reduced |
| Intersect Capital LLC | 2,807 | $204.0K | 0.03% | +2,807 | New |
| Wimmer Associates 1, LLC | 2,790 | $203.0K | 0.12% | +2,790 | New |
| Warren Averett Asset Management, LLC | 2,485 | $202.0K | 0.02% | +2,485 | New |
| Koshinski Asset Management, Inc. | 2,769 | $201.7K | 0.02% | +2,769 | New |
| Freestone Capital Holdings, LLC | 2,745 | $200.0K | 0.01% | +2,745 | New |
| Pinnacle Bancorp, Inc. | 2,614 | $190.0K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,637 | $189.0K | 0.02% | +290+12.4% | Added |
| Parkside Financial Bank & Trust | 2,530 | $184.0K | 0.05% | +330+15.0% | Added |
| Pittenger & Anderson Inc | 2,495 | $182.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,498 | $181.0K | 0.05% | +1,925+336.0% | Added |
| Cahill Financial Advisors Inc | 2,490 | $181.0K | 0.04% | +2,490 | New |
| Deseret Mutual Benefit Administrators | 2,356 | $172.0K | 0.03% | −1,315−35.8% | Reduced |
| Global Retirement Partners, LLC | 2,191 | $160.0K | 0.02% | +149+7.3% | Added |
| Brewin Dolphin Ltd | 2,180 | $158.8K | 0.01% | +708+48.1% | Added |
| Creative Financial Designs Inc | 2,056 | $150.0K | 0.02% | +30+1.5% | Added |
| Glassman Wealth Services | 2,047 | $149.0K | 0.03% | +125+6.5% | Added |
| Evoke Wealth, LLC | 2,036 | $148.0K | 0.01% | −113−5.3% | Reduced |
| Coastal Capital Group, Inc. | 2,032 | $148.0K | 0.04% | +4+0.2% | Added |
| Firestone Capital Management | 2,000 | $146.0K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 1,979 | $144.0K | 0.15% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,962 | $143.0K | 0.00% | −206−9.5% | Reduced |
| Eagle Bay Advisors LLC | 2,254 | $140.0K | 0.08% | +523+30.2% | Added |
| Mizuho Securities Co. Ltd. | 1,920 | $140.0K | 0.04% | +1,920 | New |
| Focused Wealth Management, Inc | 1,900 | $138.0K | 0.02% | +1,900 | New |
| Hills Bank & Trust Co | 1,855 | $136.0K | 0.02% | +1+0.1% | Added |
| Proequities, Inc. | 1,862 | $136.0K | 0.01% | +196+11.8% | Added |
| Hantz Financial Services, Inc. | 1,838 | $134.0K | 0.00% | −25,931−93.4% | Reduced |
| Leelyn Smith, LLC | 1,846 | $134.0K | 0.04% | −2,644−58.9% | Reduced |
| Hartford Financial Management Inc. | 1,842 | $134.0K | 0.03% | +42+2.3% | Added |
| Optimum Investment Advisors | 1,765 | $129.0K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,763 | $128.0K | 0.01% | +2+0.1% | Added |
| Zions Bancorporation, N.A. | 1,704 | $124.0K | 0.01% | +144+9.2% | Added |
| Delta Asset Management LLC | 1,679 | $122.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,578 | $115.0K | 0.02% | 00.0% | Unchanged |