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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 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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q4 2021

Institutional positions in Schwab Charles Corp as of Dec 31, 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
1,505
+170 vs. Q3 2021
Shares held
1.33B
+22.2M (+1.7%) vs. Q3 2021
Total value
$111.9B
+$16.6B (+17.4%) vs. Q3 2021
New holders
239
562 more added
Sold out
69
491 more reduced

16 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,505 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ4 2021: $111.9B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2021.

Institutions holding SCHW in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ahrens Investment Partners LLC2$00.00%+2New
Curi Capital9$00.00%+9New
Steward Financial Group LLC3$00.00%+3New
Sound Income Strategies, LLC9$1.00K0.00%−12−57.1%Reduced
SRS Capital Advisors, Inc.11$1.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp7$1.00K0.00%00.0%Unchanged
Syverson Strege & Co6$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC16$1.00K0.00%+16New
Center for Financial Planning, Inc.17$1.00K0.00%+17New
Cassady Schiller Wealth Management, LLC11$1.00K0.00%+11New
Morton Brown Family Wealth, LLC11$1.00K0.00%+11New
Confluence Wealth Services, Inc.15$1.00K0.00%+15New
Karlinski Andrew C16$1.00K0.00%+16New
WestEnd Advisors, LLC18$1.51K0.00%––
First Bank & Trust26$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC29$2.00K0.00%00.0%Unchanged
TFC Financial Management19$2.00K0.00%00.0%Unchanged
Cornerstone Advisory, LLC27$2.00K0.00%+27New
High Net Worth Advisory Group LLC24$2.00K0.00%+24New
TSFG, LLC39$3.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC94$3.00K0.00%00.0%Unchanged
Optiver Holding B.V.38$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC32$3.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC34$3.00K0.00%+34New
Dixon Hughes Goodman Wealth Advisors LLC40$3.00K0.00%+40New
Estabrook Capital Management45$3.79K0.00%+45New
Washington Trust Co50$4.00K0.00%−30−37.5%Reduced
Trust Co of Vermont46$4.00K0.00%+46New
Blue Bell Private Wealth Management, LLC46$4.00K0.00%+46New
Surevest, LLC46$4.00K0.00%+46New
Kelly Financial Services LLC58$4.90K0.00%00.0%Unchanged
Atwood & Palmer Inc65$5.00K0.00%00.0%Unchanged
Costello Asset Management, INC60$5.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC56$5.00K0.00%+56New
Core Alternative Capital65$5.00K0.00%+65New
Glen Eagle Advisors, LLC62$5.21K0.00%00.0%Unchanged
Jones Financial Companies LLLP71$6.00K0.00%−51−41.8%Reduced
Rocky Mountain Advisers, LLC71$6.00K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC68$6.00K0.00%00.0%Unchanged
Schubert & Co73$6.00K0.01%+73New
True Link Financial Advisors, LLC78$7.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co79$7.00K0.00%+79New
Ulland Investment Advisors, LLC82$7.00K0.00%+82New
Repertoire Partners LP100$8.00K0.01%+100New
Winch Advisory Services, LLC109$9.00K0.00%+1+0.9%Added
Cedar Wealth Management, LLC112$9.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC108$9.00K0.01%+108New
Ahl Investment Management, Inc.109$9.00K0.01%+109New
Exane Derivatives113$9.50K0.00%−890−88.7%Reduced
Mine & Arao Wealth Creation & Management, LLC.113$10.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC136$11.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC129$11.0K0.00%00.0%Unchanged
Accel Wealth Management128$11.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.137$12.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC141$12.0K0.01%00.0%Unchanged
Mizuho Securities Co. Ltd.160$13.0K0.00%−1,760−91.7%Reduced
Annapolis Financial Services, LLC155$13.0K0.00%−210−57.5%Reduced
Robbins Farley LLC150$13.0K0.01%−100−40.0%Reduced
Toth Financial Advisory Corp155$13.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC157$13.0K0.00%00.0%Unchanged
Hoese & Co LLP152$13.0K0.01%+152New
Tevis Investment Management154$13.0K0.01%+154New
Motco169$14.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC172$14.0K0.01%+20+13.2%Added
JJJ Advisors Inc.175$15.0K0.00%00.0%Unchanged
Key Financial Inc183$15.0K0.01%00.0%Unchanged
First Community Trust NA188$15.8K0.01%+188New
Versant Capital Management, Inc191$16.0K0.01%+3+1.6%Added
Wagner Wealth Management, LLC200$17.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC206$17.0K0.00%00.0%Unchanged
Cordasco Financial Network204$17.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC200$17.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC203$17.0K0.00%00.0%Unchanged
Alaethes Wealth LLC205$17.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC217$18.0K0.00%+1+0.5%Added
Halpern Financial, Inc.217$18.3K0.01%00.0%Unchanged
Front Row Advisors LLC234$20.0K0.01%−8−3.3%Reduced
Macroview Investment Management LLC240$20.0K0.03%+240New
Prestige Wealth Management Group LLC247$21.0K0.01%−10−3.9%Reduced
Gradient Investments LLC250$21.0K0.00%+1+0.4%Added
Amplius Wealth Advisors, LLC258$21.0K0.00%+258New
Smith Group Asset Management, LLC260$22.0K0.00%+23+9.7%Added
JFS Wealth Advisors, LLC264$22.0K0.00%+148+127.6%Added
Castle Financial & Retirement Planning Associates, Inc.232$22.0K0.07%+232New
Raffa Wealth Management, LLC267$22.5K0.01%00.0%Unchanged
Loomis Sayles & Co L P283$24.0K0.00%−36−11.3%Reduced
Investors Research Corp290$24.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC290$24.0K0.00%+290New
Stephenson National Bank & Trust296$25.0K0.01%+296New
SBK Financial, Inc.300$25.0K0.02%+300New
Markston International LLC325$27.0K0.03%00.0%Unchanged
Independence Bank of Kentucky325$27.0K0.01%00.0%Unchanged
Horan Securities, Inc.325$27.0K0.02%+325New
Lumature Wealth Partners, LLC327$28.0K0.01%−192−37.0%Reduced
Sierra Capital LLC329$28.0K0.00%+329New
Essex Investment Management Co LLC341$29.0K0.00%00.0%Unchanged
AllSquare Wealth Management LLC350$29.0K0.02%00.0%Unchanged
Lloyd Advisory Services, LLC.339$29.0K0.01%+339New
American National Bank380$32.0K0.01%00.0%Unchanged
Arlington Partners LLC384$32.0K0.01%+384New