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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.

Other share classesSCHW.PDSCHW.PJ

Q4 2021 vs. Q3 2021

How the institutions holding Schwab Charles Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of SCHW: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,351161,505+170
Shares1.31B392.2K1.33B+22.2M (+1.7%)
Value$95.3B$28.6M$111.9B+$16.6B (+17.4%)

16 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (239)

Institutions that held Schwab Charles Corp at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 239 by value.

Institutions new to SCHW in Q4 2021
InstitutionSharesValue% of portfolio
Baillie Gifford & Co7,506,268$631.3M0.35%
Allspring Global Investments Holdings, LLC1,659,281$139.5M0.16%
Junto Capital Management LP1,265,744$106.4M2.74%
Rathbone Brothers plc1,021,172$85.9M0.83%
Westfield Capital Management Co LP727,951$61.2M0.36%
B. Metzler seel. Sohn & Co. AG497,002$42.0M0.55%
Mount Capital Ltd321,908$27.1M7.49%
Tobias Financial Advisors, Inc.296,291$24.9M1.96%
Yousif Capital Management, LLC223,874$18.8M0.19%
Prana Capital Management, LP217,987$18.3M1.45%
Eagle Global Advisors LLC201,396$16.9M1.07%
IFM Investors Pty Ltd194,761$16.4M0.30%
Inherent Group, LP163,300$13.7M3.63%
Wafra Inc.139,989$11.8M0.37%
Mill Capital Management, LLC132,774$11.2M1.14%
Congress Wealth Management LLC131,415$11.1M0.22%
Alyeska Investment Group, L.P.94,806$7.97M0.09%
BLB&B Advisors, LLC93,002$7.82M0.51%
Marshall Wace, LLP91,825$7.72M0.02%
Vetamer Capital Management, L.P.86,566$7.28M3.69%
Vantage Investment Partners, LLC81,300$6.84M0.35%
Paloma Partners Management Co78,200$6.58M0.21%
Resolute Capital Asset Partners LLC75,000$6.31M4.12%
Sendero Wealth Management, LLC63,439$5.28M2.34%
Baader Bank INC60,338$5.07M0.40%
Chapman Investment Management, LLC54,914$4.62M2.11%
Intrinsic Value Partners, LLC53,611$4.51M4.81%
Pring Turner Capital Group Inc48,408$4.07M3.60%
WBI Investments49,222$4.01M0.64%
Amica Mutual Insurance Co46,801$3.94M0.33%
VELA Investment Management, LLC45,196$3.80M2.56%
North Reef Capital Management LP45,000$3.79M1.74%
Burleson & Company, LLC43,000$3.62M0.53%
Sustainable Insight Capital Management, LLC42,234$3.55M1.91%
Pine Haven Investment Counsel, Inc39,846$3.35M3.12%
Hutchens & Kramer Investment Management Group, LLC33,372$3.08M1.94%
Kiwi Wealth Investments Limited Partnership33,683$2.83M0.13%
Castleview Partners, LLC234,639$2.79M0.02%
Martin Capital Advisors, LLP32,346$2.72M1.68%
Herbst Group, LLC32,325$2.72M1.68%
Alerus Financial NA29,927$2.52M0.21%
Mirova29,751$2.50M0.30%
Sonen Capital LLC27,572$2.32M2.24%
William Allan, LLC26,995$2.27M1.61%
Alpha DNA Investment Management LLC26,591$2.23M1.43%
Wilson & Boucher Capital Management, LLC25,921$2.18M1.96%
Weaver C. Barksdale & Associates, Inc.25,569$2.15M1.95%
Industrial Alliance Investment Management Inc.25,342$2.13M0.05%
Kentucky Farm Bureau Mutual Insurance Co25,000$2.10M0.54%
Linker Capital Management Inc.21,477$1.81M1.74%
Sheets Smith Investment Management21,150$1.78M1.26%
Connectus Wealth, LLC20,137$1.69M0.07%
Stevens Capital Management LP20,029$1.68M0.39%
NorthCrest Asset Manangement, LLC18,975$1.60M0.09%
Fullerton Fund Management Co Ltd.18,869$1.59M0.08%
Carmel Capital Partners, LLC18,625$1.57M1.17%
Hedges Asset Management LLC18,500$1.56M1.21%
CWM, LLC17,757$1.49M0.01%
Tealwood Asset Management Inc17,291$1.45M0.58%
Titleist Asset Management, Ltd.16,809$1.41M0.28%
Clay Northam Wealth Management, LLC14,880$1.25M1.18%
Schechter Investment Advisors, LLC13,796$1.16M0.11%
Metis Global Partners, LLC13,148$1.11M0.31%
Forum Financial Management, LP12,731$1.07M0.06%
Bordeaux Wealth Advisors LLC12,531$1.05M0.49%
Centiva Capital, LP12,013$1.01M0.07%
MBB Public Markets I LLC11,962$1.01M0.02%
Elmwood Wealth Management, Inc.11,721$986.0K0.47%
Fractal Investments LLC11,041$929.0K0.32%
Summit Trail Advisors, LLC10,969$923.0K0.06%
Coldstream Capital Management Inc10,718$901.0K0.03%
Sequoia Financial Advisors, LLC10,416$876.0K0.02%
Clear Street Markets LLC8,958$753.0K0.07%
Empowered Funds, LLC8,929$751.0K0.08%
National Bank of Canada8,885$747.0K0.00%
Monograph Wealth Advisors, LLC8,813$741.0K0.19%
Riverwater Partners LLC8,813$741.0K0.66%
Fox Run Management, L.L.C.8,741$735.0K0.43%
McDonald Partners LLC8,700$731.7K0.68%
Absolute Capital Management, LLC8,700$731.7K0.68%
Brookstone Capital Management7,400$679.0K0.01%
RNC Capital Management LLC7,518$632.0K0.03%
Choate Investment Advisors7,411$624.0K0.04%
Cavalier Investments, LLC7,373$620.0K0.16%
AXS Investments LLC7,145$601.0K0.14%
Keystone Financial Services6,732$566.0K0.29%
ASB Consultores, LLC6,733$566.0K0.28%
Sutton Place Investors LLC6,603$555.0K0.64%
Zullo Investment Group, Inc.6,340$533.0K0.27%
Dynamic Technology Lab Private Ltd6,197$521.0K0.06%
TAGStone Capital, Inc.6,153$517.0K0.43%
Asset Management Resources, LLC5,877$494.0K0.43%
Amica Retiree Medical Trust5,495$462.0K0.39%
Advisor Resource Council5,167$435.0K0.03%
Desjardins Global Asset Management Inc.5,120$430.0K0.04%
Bluefin Capital Management, LLC5,100$429.0K0.03%
West Family Investments, Inc.5,041$424.0K0.12%
Difesa Capital Management, LP5,000$421.0K0.30%
Keene & Associates, Inc.4,935$415.0K0.36%
Ergoteles LLC4,883$411.0K0.02%

Sold out (69)

Institutions that held Schwab Charles Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of SCHW in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Diamond Hill Capital Management Inc5,124,619$373.3M
Brave Warrior Advisors, LLC707,943$51.6M
AMP Capital Investors Ltd557,804$40.6M
CastleArk Alternatives, LLC448,095$32.6M
Bloom Tree Partners, LLC132,258$9.63M
Greenstone Partners & Co., LLC120,295$8.76M
Point72 Asset Management, L.P.85,300$6.21M
Blueshift Asset Management, LLC77,274$5.63M
E. Ohman J:or Asset Management AB65,600$4.78M
Susquehanna Fundamental Investments, LLC53,403$3.89M
Qube Research & Technologies Ltd49,942$3.64M
Crestline Management, LP35,290$2.57M
Perpetual Investment Management Ltd32,300$2.35M
Sovarnum Capital L.P.30,000$2.19M
XTX Topco Ltd19,185$1.40M
Bingham Osborn & Scarborough LLC17,146$1.25M
University of Notre Dame du Lac15,686$1.14M
Wall Street Access Asset Management, LLC14,638$1.07M
Teza Capital Management LLC14,279$1.04M
Sentry Investment Management LLC13,874$1.01M
Nuance Investments, LLC12,048$877.0K
FORA Capital, LLC11,523$839.0K
IMC-Chicago, LLC10,883$793.0K
RMR Wealth Builders9,572$697.0K
Point72 Hong Kong Ltd9,078$661.0K
San Luis Wealth Advisors LLC8,866$646.0K
Neo Ivy Capital Management16,512$557.0K
Kore Private Wealth LLC7,164$522.0K
Buckley Wealth Management, LLC6,808$496.0K
Fundamentun, LLC6,210$452.0K
Capula Management Ltd5,616$409.0K
Curated Wealth Partners LLC5,257$383.0K
HRT Financial LP4,852$353.0K
DC Investments Management, LLC4,730$345.0K
Advisory Research Inc4,696$342.0K
Taylor, Cottrill, Erickson & Associates, Inc.4,025$293.0K
Accuvest Global Advisors3,806$277.0K
Maven Securities LTD3,508$256.0K
qPULA Trading Management LP3,491$254.0K
Budros, Ruhlin & Roe, Inc.3,464$252.0K
Leith Wheeler Investment Counsel Ltd.3,450$251.0K
Paces Ferry Wealth Advisors, LLC3,298$240.0K
Redwood Investment Management, LLC3,221$235.0K
Cypress Capital Group3,068$223.0K
Family Management Corp2,889$210.0K
Verition Fund Management LLC2,842$207.0K
Global Retirement Partners, LLC2,191$160.0K
Firestone Capital Management2,000$146.0K
Cordant, Inc.817$59.0K
MCF Advisors LLC663$48.0K
Liberty Wealth Management LLC618$45.0K
D'Orazio & Associates, Inc.594$43.0K
Joseph P. Lucia & Associates, LLC519$38.0K
Larson Financial Group LLC500$36.0K
Meridian Wealth Partners, LLC434$31.0K
Consolidated Planning Corp397$29.0K
Resolute Partners Group372$27.0K
University of Texas/Texas Am Investment Managment Co355$26.0K
Holloway Wealth Management, LLC–$25.0K
Evolution Wealth Advisors, LLC136$10.0K
Pacitti Group Inc.125$9.00K
Red Tortoise LLC132$9.00K
Heritage Wealth Advisors103$7.50K
Better Money Decisions, LLC71$5.00K
Spectrum Management Group, LLC23$2.00K
Artemis Wealth Advisors, LLC31$2.00K
McCarthy Grittinger Financial Group, LLC22$1.60K
Prentice Wealth Management LLC10$1.00K
Kowal Investment Group, LLC1$0

Not filed for Q4 2021 yet (16)

Institutions that held Schwab Charles Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG153,342$11.2M
BBVA USA116,906$8.52M
NorthCoast Asset Management LLC34,525$2.52M
World Asset Management Inc29,724$2.17M
HighPoint Advisor Group LLC17,593$1.28M
Cascadia Advisory Services, LLC8,356$609.0K
Berman Capital Advisors, LLC5,545$403.0K
Sonora Investment Management, LLC4,861$354.0K
Mid Atlantic Financial Management Inc4,469$326.0K
Psagot Investment House Ltd.3,300$240.0K
Eudaimonia Partners, LLC3,279$239.0K
Granite Investment Advisors, LLC3,134$228.0K
Homrich & Berg3,096$226.0K
Spotlight Asset Group, Inc.3,074$224.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA800$58.3K
Heritage Wealth Management, LLC172$13.0K