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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 1,564 | $114.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 1,525 | $112.0K | 0.03% | +500+48.8% | Added |
| Concord Wealth Partners | 1,519 | $111.0K | 0.05% | −122−7.4% | Reduced |
| Corsicana & Co. | 1,500 | $109.0K | 0.07% | 00.0% | Unchanged |
| City Holding Co | 1,474 | $107.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 1,425 | $104.0K | 0.02% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,408 | $103.0K | 0.03% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,400 | $102.0K | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,346 | $98.0K | 0.00% | −192,762−99.3% | Reduced |
| Monetary Management Group Inc | 1,350 | $98.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,325 | $97.0K | 0.02% | +702+112.7% | Added |
| Private Capital Group, LLC | 1,321 | $96.0K | 0.02% | +2+0.2% | Added |
| Reilly Financial Advisors, LLC | 1,286 | $94.0K | 0.01% | −415−24.4% | Reduced |
| Field & Main Bank | 1,255 | $91.0K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,250 | $91.0K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,235 | $90.0K | 0.01% | +72+6.2% | Added |
| Oakworth Capital, Inc. | 1,200 | $88.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,166 | $84.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,092 | $80.0K | 0.07% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,077 | $78.0K | 0.01% | −67−5.9% | Reduced |
| M&R Capital Management Inc | 1,042 | $75.0K | 0.02% | +2+0.2% | Added |
| Carroll Financial Associates, Inc. | 1,018 | $74.0K | 0.00% | +54+5.6% | Added |
| Exane Derivatives | 1,003 | $73.1K | 0.02% | −147−12.8% | Reduced |
| Dividend Assets Capital, LLC | 960 | $70.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 952 | $69.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 934 | $68.0K | 0.04% | −57−5.8% | Reduced |
| Tarbox Family Office, Inc. | 940 | $68.0K | 0.01% | −20−2.1% | Reduced |
| Lindbrook Capital, LLC | 939 | $68.0K | 0.02% | +45+5.0% | Added |
| Benjamin Edwards Inc | 834 | $61.0K | 0.04% | +760+1,027.0% | Added |
| Bell Investment Advisors, Inc | 839 | $61.0K | 0.02% | +839 | New |
| Cordant, Inc. | 817 | $59.0K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 815 | $59.0K | 0.01% | +522+178.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 800 | $58.3K | 0.07% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 803 | $58.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 800 | $58.0K | 0.01% | +98+14.0% | Added |
| Global Financial Private Client, LLC | 766 | $57.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 780 | $57.0K | 0.00% | −151−16.2% | Reduced |
| Penserra Capital Management LLC | 748 | $54.0K | 0.00% | −15,481−95.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 761 | $54.0K | 0.01% | +761 | New |
| Earnest Partners LLC | 682 | $50.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 685 | $49.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 663 | $48.0K | 0.00% | +17+2.6% | Added |
| MCF Advisors LLC | 663 | $48.0K | 0.00% | +65+10.9% | Added |
| Arrow Financial Corp | 625 | $46.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 618 | $45.0K | 0.02% | +2+0.3% | Added |
| Bogart Wealth, LLC | 622 | $45.0K | 0.00% | +424+214.1% | Added |
| AdvisorNet Financial, Inc | 602 | $44.0K | 0.00% | −140−18.9% | Reduced |
| Bedel Financial Consulting, Inc. | 606 | $44.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 594 | $43.0K | 0.01% | +107+22.0% | Added |
| Assetmark, Inc | 597 | $43.0K | 0.00% | +261+77.7% | Added |
| Sugarloaf Wealth Management, LLC | 553 | $40.0K | 0.01% | +172+45.1% | Added |
| Column Capital Advisors, LLC | 533 | $39.0K | 0.01% | −7−1.3% | Reduced |
| Bellevue Asset Management, LLC | 538 | $39.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 519 | $38.0K | 0.02% | −201−27.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 519 | $38.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 517 | $38.0K | 0.00% | +200+63.1% | Added |
| South State Corp. | 518 | $38.0K | 0.00% | +518 | New |
| IronBridge Private Wealth, LLC | 514 | $37.0K | 0.02% | +1+0.2% | Added |
| Kings Point Capital Management | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $36.0K | 0.01% | +500 | New |
| Hexagon Capital Partners LLC | 485 | $35.0K | 0.01% | +1+0.2% | Added |
| MV Capital Management, Inc. | 476 | $35.0K | 0.01% | +260+120.4% | Added |
| RWM Asset Management, LLC | 465 | $34.0K | 0.01% | +465 | New |
| HC Financial Advisors Inc | 456 | $33.0K | 0.02% | +1+0.2% | Added |
| Tradewinds Capital Management, LLC | 439 | $32.0K | 0.01% | +51+13.1% | Added |
| Baron Financial Group, LLC | 435 | $31.7K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 434 | $31.0K | 0.01% | +434 | New |
| Carolina Wealth Advisors, LLC | 415 | $30.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 400 | $29.0K | 0.01% | +400 | New |
| Consolidated Planning Corp | 397 | $29.0K | 0.02% | +397 | New |
| Exchange Traded Concepts, LLC | 387 | $28.0K | 0.00% | −32−7.6% | Reduced |
| American National Bank | 380 | $28.0K | 0.01% | +380 | New |
| Resolute Partners Group | 372 | $27.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 365 | $27.0K | 0.01% | +210+135.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 355 | $26.0K | 0.01% | +355 | New |
| Essex Investment Management Co LLC | 341 | $25.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $25.0K | 0.01% | – | – |
| AllSquare Wealth Management LLC | 350 | $25.0K | 0.01% | 00.0% | Unchanged |
| Markston International LLC | 325 | $24.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 325 | $24.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 319 | $23.0K | 0.00% | −2,526−88.8% | Reduced |
| Investors Research Corp | 290 | $21.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 267 | $19.4K | 0.01% | +42+18.7% | Added |
| Prestige Wealth Management Group LLC | 257 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 249 | $18.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 242 | $18.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 250 | $18.0K | 0.01% | +100+66.7% | Added |
| CVA Family Office, LLC | 464 | $17.0K | 0.01% | −406−46.7% | Reduced |
| Smith Group Asset Management, LLC | 237 | $17.0K | 0.00% | +237 | New |
| Kistler-Tiffany Companies, LLC | 216 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 217 | $15.8K | 0.01% | +217 | New |
| Cordasco Financial Network | 204 | $15.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 203 | $15.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 205 | $15.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 206 | $15.0K | 0.00% | +206 | New |
| Mascoma Wealth Management LLC | 200 | $15.0K | 0.01% | +200 | New |
| Versant Capital Management, Inc | 188 | $14.0K | 0.00% | −104−35.6% | Reduced |
| Heritage Wealth Management, LLC | 172 | $13.0K | 0.00% | 00.0% | Unchanged |