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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 175 | $13.0K | 0.00% | +18+11.5% | Added |
| Key Financial Inc | 183 | $13.0K | 0.01% | +37+25.3% | Added |
| Motco | 169 | $12.0K | 0.00% | +71+72.4% | Added |
| Toth Financial Advisory Corp | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 152 | $11.0K | 0.01% | +21+16.0% | Added |
| Highlander Capital Management, LLC | 136 | $10.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 137 | $10.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 136 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 141 | $10.0K | 0.01% | +15+11.9% | Added |
| Capital Analysts, LLC | 123 | $9.00K | 0.00% | −168−57.7% | Reduced |
| Jones Financial Companies LLLP | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 125 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 129 | $9.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 128 | $9.00K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 132 | $9.00K | 0.01% | +132 | New |
| Winch Advisory Services, LLC | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 116 | $8.00K | 0.00% | +26+28.9% | Added |
| Heritage Wealth Advisors | 103 | $7.50K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 80 | $6.00K | 0.00% | +80 | New |
| Atwood & Palmer Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 68 | $5.00K | 0.00% | +6+9.7% | Added |
| Rocky Mountain Advisers, LLC | 71 | $5.00K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 62 | $4.52K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 58 | $4.24K | 0.00% | −4,168−98.6% | Reduced |
| Costello Asset Management, INC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 38 | $3.00K | 0.00% | +38 | New |
| Spectrum Management Group, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 22 | $1.60K | 0.00% | +22 | New |
| WestEnd Advisors, LLC | – | $1.31K | 0.00% | – | – |
| USA Financial Portformulas Corp | 7 | $1.00K | 0.00% | −15,543−100.0% | Reduced |
| TFC Financial Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 96 | – | – | −125−56.6% | Reduced |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −1,508,105−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −850,439−100.0% | Sold out |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −717,806−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −604,858−100.0% | Sold out |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −495,180−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −440,292−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −196,725−100.0% | Sold out |
| Hi-Line Capital Management, LLC | 0 | $0 | 0.00% | −185,037−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −120,195−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −117,975−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −108,592−100.0% | Sold out |
| York Capital Management Global Advisors, LLC | 0 | $0 | 0.00% | −65,486−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −60,226−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −56,136−100.0% | Sold out |
| Graybill Bartz & Assoc Ltd | 0 | $0 | 0.00% | −55,189−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −52,699−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −33,118−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,975−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −30,535−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −27,961−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,023−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,728−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −19,993−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,393−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −16,481−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −14,659−100.0% | Sold out |
| Tibra Equities Europe Ltd | 0 | $0 | 0.00% | −14,269−100.0% | Sold out |
| Ballew Advisors, Inc | 0 | $0 | 0.00% | −14,156−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −13,140−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,187−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −7,932−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,543−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −7,345−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −7,019−100.0% | Sold out |
| Iridian Asset Management LLC | 0 | $0 | 0.00% | −6,999−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −6,926−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −7,295−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −5,876−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −5,455−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −4,945−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,725−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Armor Investment Advisors, LLC | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |