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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 10,915 | $795.0K | 0.13% | +1,325+13.8% | Added |
| Hyperion Capital Advisors LP | 10,899 | $794.0K | 0.21% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 10,883 | $793.0K | 0.06% | +10,883 | New |
| Horizon Investments, LLC | 10,888 | $791.0K | 0.02% | −235−2.1% | Reduced |
| Hardy Reed LLC | 10,827 | $789.0K | 0.14% | −405−3.6% | Reduced |
| Patriot Investment Management Inc. | 10,805 | $787.0K | 0.07% | +155+1.5% | Added |
| ProVise Management Group, LLC | 10,799 | $787.0K | 0.08% | +3,069+39.7% | Added |
| Arkadios Wealth Advisors | 10,801 | $786.0K | 0.11% | −535−4.7% | Reduced |
| Osborne Partners Capital Management, LLC | 10,738 | $782.0K | 0.06% | −287−2.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,717 | $780.0K | 0.34% | −496−4.4% | Reduced |
| First Midwest Bank Trust Division | 10,684 | $778.0K | 0.11% | +665+6.6% | Added |
| Avalon Investment & Advisory | 10,476 | $763.0K | 0.02% | −4,174−28.5% | Reduced |
| Loveless Wealth Management LLC | 10,360 | $755.0K | 0.46% | +345+3.4% | Added |
| ETF Managers Group, LLC | 10,020 | $755.0K | 0.01% | +850+9.3% | Added |
| Federated Hermes, Inc. | 10,341 | $753.0K | 0.00% | −17,108−62.3% | Reduced |
| SNS Financial Group, LLC | 10,200 | $743.0K | 0.09% | +40.0% | Added |
| Greatmark Investment Partners, Inc. | 10,102 | $736.0K | 0.14% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 10,107 | $736.0K | 0.46% | +156+1.6% | Added |
| Wealthspire Advisors, LLC | 10,104 | $736.0K | 0.02% | +3,576+54.8% | Added |
| Canvas Wealth Advisors, LLC | 10,095 | $735.0K | 0.30% | −430−4.1% | Reduced |
| Ballentine Partners, LLC | 10,049 | $733.0K | 0.02% | +62+0.6% | Added |
| IFP Advisors, Inc | 9,947 | $733.0K | 0.01% | +2,302+30.1% | Added |
| Kovack Advisors, Inc. | 10,048 | $732.0K | 0.08% | +10,048 | New |
| Morse Asset Management, Inc | 10,000 | $728.0K | 0.17% | −2,000−16.7% | Reduced |
| Compass Advisory Group LLC | 10,000 | $728.0K | 0.43% | +10,000 | New |
| Cozad Asset Management Inc | 9,946 | $724.0K | 0.11% | −1,199−10.8% | Reduced |
| Waldron Private Wealth LLC | 9,890 | $720.0K | 0.04% | +1,095+12.5% | Added |
| Private Ocean, LLC | 9,749 | $710.0K | 0.09% | +1,779+22.3% | Added |
| Logan Capital Management Inc | 9,729 | $709.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 9,707 | $707.0K | 0.03% | +255+2.7% | Added |
| Intrust Bank NA | 9,667 | $705.0K | 0.09% | +32+0.3% | Added |
| Voya Financial Advisors, Inc. | 9,356 | $705.0K | 0.09% | +724+8.4% | Added |
| Pitcairn Co | 9,648 | $703.0K | 0.05% | −220−2.2% | Reduced |
| Navalign, LLC | 9,618 | $701.0K | 0.30% | +107+1.1% | Added |
| Concentric Wealth Management, LLC | 9,626 | $701.0K | 0.21% | +3,171+49.1% | Added |
| FineMark National Bank & Trust | 9,609 | $700.0K | 0.03% | +525+5.8% | Added |
| RMR Wealth Builders | 9,572 | $697.0K | 0.20% | +10.0% | Added |
| Diversified Trust Co | 9,544 | $695.0K | 0.02% | −1,817−16.0% | Reduced |
| Inverness Counsel LLC | 9,430 | $687.0K | 0.03% | −1,230−11.5% | Reduced |
| Salem Investment Counselors Inc | 9,434 | $687.0K | 0.04% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,437 | $687.0K | 0.03% | +127+1.4% | Added |
| Burke & Herbert Bank & Trust Co | 9,300 | $677.0K | 0.44% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 9,262 | $674.6K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,213 | $671.0K | 0.02% | +6,017+188.3% | Added |
| Cannell Peter B & Co Inc | 9,146 | $666.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 9,136 | $666.0K | 0.05% | +903+11.0% | Added |
| Ironwood Financial, llc | 9,111 | $664.0K | 0.19% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 9,078 | $661.0K | 0.05% | +9,078 | New |
| Aigen Investment Management, LP | 9,030 | $658.0K | 0.13% | −8,021−47.0% | Reduced |
| Ninety One SA (PTY) Ltd | 9,027 | $658.0K | 0.26% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 8,980 | $654.0K | 0.02% | +1,454+19.3% | Added |
| Kestra Private Wealth Services, LLC | 8,956 | $652.0K | 0.04% | +851+10.5% | Added |
| San Luis Wealth Advisors LLC | 8,866 | $646.0K | 0.36% | +8,866 | New |
| Smith, Moore & Co. | 8,835 | $644.0K | 0.10% | −1,433−14.0% | Reduced |
| 44 Wealth Management LLC | 8,703 | $634.0K | 0.24% | −52−0.6% | Reduced |
| Stony Point Wealth Management Inc. | 8,691 | $633.0K | 0.38% | +8,691 | New |
| Cutler Group LP | 8,661 | $630.0K | 0.05% | +131+1.5% | Added |
| DAGCO, Inc. | 8,550 | $623.0K | 0.27% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 8,487 | $618.0K | 0.20% | +4,373+106.3% | Added |
| Harbour Investments, Inc. | 8,476 | $617.0K | 0.02% | −80−0.9% | Reduced |
| Cascadia Advisory Services, LLC | 8,356 | $609.0K | 0.12% | −1,554−15.7% | Reduced |
| First Dallas Securities Inc. | 8,300 | $605.0K | 0.42% | −4,900−37.1% | Reduced |
| Archford Capital Strategies, LLC | 8,300 | $605.0K | 0.14% | +893+12.1% | Added |
| Engine No. 1 LLC | 8,085 | $589.0K | 0.15% | +3,293+68.7% | Added |
| Boston Financial Mangement LLC | 8,054 | $587.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8,036 | $585.0K | 0.21% | +636+8.6% | Added |
| Cubist Systematic Strategies, LLC | 8,021 | $584.0K | 0.01% | −138,650−94.5% | Reduced |
| Edgewood Management LLC | 7,960 | $580.0K | 0.00% | +1,060+15.4% | Added |
| Laurel Wealth Advisors, Inc. | 7,928 | $577.0K | 0.11% | −678−7.9% | Reduced |
| Chilton Capital Management LLC | 7,890 | $575.0K | 0.03% | −82−1.0% | Reduced |
| Albion Financial Group | 7,810 | $569.0K | 0.05% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 7,663 | $558.0K | 0.56% | +15+0.2% | Added |
| Bragg Financial Advisors, Inc | 7,654 | $558.0K | 0.04% | +33+0.4% | Added |
| Stonnington Group, LLC | 7,200 | $557.0K | 0.12% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 16,512 | $557.0K | 0.64% | +16,512 | New |
| Lido Advisors, LLC | 7,608 | $554.0K | 0.01% | −514−6.3% | Reduced |
| BBR Partners, LLC | 7,573 | $552.0K | 0.05% | −67−0.9% | Reduced |
| Orca Investment Management, LLC | 7,549 | $550.0K | 0.48% | −947−11.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,517 | $548.0K | 0.07% | +3,196+74.0% | Added |
| Bollard Group LLC | 7,512 | $547.0K | 0.02% | +6,602+725.5% | Added |
| Polaris Wealth Advisory Group, LLC | 7,118 | $544.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,417 | $540.0K | 0.08% | +1,626+28.1% | Added |
| Proficio Capital Partners LLC | 7,383 | $538.0K | 0.07% | −426−5.5% | Reduced |
| Kingsview Wealth Management, LLC | 7,363 | $536.0K | 0.03% | −384−5.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,346 | $535.0K | 0.06% | +863+13.3% | Added |
| GSB Wealth Management, LLC | 7,300 | $532.0K | 0.27% | +390+5.6% | Added |
| Garrison Point Advisors, LLC | 7,290 | $531.0K | 0.39% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,220 | $526.0K | 0.04% | +2,716+60.3% | Added |
| Ashton Thomas Private Wealth, LLC | 7,211 | $525.2K | 0.08% | +94+1.3% | Added |
| Sciencast Management LP | 6,932 | $523.0K | 0.15% | +6,932 | New |
| Kore Private Wealth LLC | 7,164 | $522.0K | 0.05% | +692+10.7% | Added |
| Waddell & Associates, LLC | 7,139 | $520.0K | 0.09% | +30.0% | Added |
| Hall Capital Management Co Inc | 7,138 | $520.0K | 0.33% | +1,450+25.5% | Added |
| Mizuho Markets Cayman LP | 7,107 | $518.0K | 0.05% | −2,174−23.4% | Reduced |
| Clearstead Advisors, LLC | 7,105 | $518.0K | 0.04% | −121−1.7% | Reduced |
| Strategic Blueprint, LLC | 6,983 | $509.0K | 0.08% | −11,347−61.9% | Reduced |
| Quest Capital Management Inc | 6,974 | $508.0K | 0.10% | −259−3.6% | Reduced |
| GFG Capital, LLC | 6,966 | $507.0K | 0.16% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 6,944 | $506.0K | 0.12% | +511+7.9% | Added |
| Independent Advisor Alliance | 6,951 | $506.0K | 0.03% | +3,231+86.9% | Added |