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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kiwi Wealth Investments Limited Partnership | 33,683 | $2.83M | 0.13% | +33,683 | New |
| Cigna Investments Inc | 33,939 | $2.85M | 0.22% | −12,008−26.1% | Reduced |
| Telemus Capital, LLC | 34,168 | $2.87M | 0.23% | −126−0.4% | Reduced |
| Thompson Investment Management, Inc. | 34,337 | $2.89M | 0.41% | −7,000−16.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 34,570 | $2.91M | 0.05% | −3,634−9.5% | Reduced |
| Regentatlantic Capital LLC | 34,752 | $2.92M | 0.08% | +4,777+15.9% | Added |
| AlphaCrest Capital Management LLC | 35,095 | $2.95M | 0.11% | +23,854+212.2% | Added |
| Pettee Investors, Inc. | 35,151 | $2.96M | 1.24% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 35,221 | $2.96M | 0.21% | +935+2.7% | Added |
| Linscomb & Williams, Inc. | 35,406 | $2.98M | 0.14% | +90+0.3% | Added |
| West Oak Capital, LLC | 35,475 | $2.98M | 1.10% | −1,370−3.7% | Reduced |
| Watchman Group, Inc. | 35,739 | $3.01M | 1.58% | −370−1.0% | Reduced |
| Bollard Group LLC | 35,753 | $3.01M | 0.10% | +28,241+375.9% | Added |
| Williams Jones Wealth Management, LLC. | 35,893 | $3.02M | 0.04% | −648−1.8% | Reduced |
| Harbour Capital Advisors, LLC | 36,068 | $3.03M | 0.75% | +100.0% | Added |
| Malaga Cove Capital, LLC | 36,316 | $3.05M | 1.20% | −283−0.8% | Reduced |
| Salvus Wealth Management, LLC | 36,410 | $3.06M | 2.24% | +110+0.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 33,372 | $3.08M | 1.94% | +33,372 | New |
| Cresset Asset Management, LLC | 37,145 | $3.12M | 0.03% | −1,741−4.5% | Reduced |
| Lincoln Capital Corp | 37,145 | $3.12M | 1.50% | +2,159+6.2% | Added |
| Pinnacle Associates Ltd | 37,494 | $3.15M | 0.05% | +6,373+20.5% | Added |
| MAI Capital Management | 37,805 | $3.18M | 0.05% | +12,849+51.5% | Added |
| Condor Capital Management | 38,163 | $3.21M | 0.34% | −989−2.5% | Reduced |
| Wunderlich Capital Managemnt | 38,372 | $3.23M | 1.44% | −186−0.5% | Reduced |
| Everence Capital Management Inc | 38,710 | $3.26M | 0.24% | +7,940+25.8% | Added |
| Keybank National Association | 38,736 | $3.26M | 0.01% | +2,404+6.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,938 | $3.27M | 0.30% | −581−1.5% | Reduced |
| Siemens Fonds Invest GmbH | 39,217 | $3.31M | 0.22% | +4,192+12.0% | Added |
| Advisory Services Network, LLC | 39,499 | $3.32M | 0.10% | +3,438+9.5% | Added |
| Sculati Wealth Management, LLC | 39,725 | $3.34M | 1.61% | +346+0.9% | Added |
| Pine Haven Investment Counsel, Inc | 39,846 | $3.35M | 3.12% | +39,846 | New |
| Granite Investment Partners, LLC | 39,926 | $3.36M | 0.10% | −210−0.5% | Reduced |
| Maltese Capital Management LLC | 40,000 | $3.37M | 0.55% | +15,000+60.0% | Added |
| Ancora Advisors, LLC | 40,092 | $3.37M | 0.08% | −2,006−4.8% | Reduced |
| Kinneret Advisory, LLC | 40,195 | $3.38M | 0.35% | 00.0% | Unchanged |
| Roundview Capital LLC | 40,779 | $3.43M | 0.34% | +58+0.1% | Added |
| Capital Investment Counsel, Inc | 40,930 | $3.44M | 0.64% | −2,023−4.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 41,240 | $3.47M | 0.65% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 41,849 | $3.52M | 0.14% | +280+0.7% | Added |
| Stanley-Laman Group, Ltd. | 42,048 | $3.54M | 0.42% | +4,997+13.5% | Added |
| Sustainable Insight Capital Management, LLC | 42,234 | $3.55M | 1.91% | +42,234 | New |
| Bridgecreek Investment Management, LLC | 42,290 | $3.56M | 0.49% | +7,400+21.2% | Added |
| JustInvest LLC | 42,335 | $3.56M | 0.21% | +18,917+80.8% | Added |
| SOL Capital Management CO | 42,448 | $3.57M | 0.65% | −443−1.0% | Reduced |
| Squarepoint Ops LLC | 42,703 | $3.59M | 0.02% | −494,600−92.1% | Reduced |
| Burleson & Company, LLC | 43,000 | $3.62M | 0.53% | +43,000 | New |
| KCM Investment Advisors LLC | 43,035 | $3.62M | 0.13% | −600−1.4% | Reduced |
| Cetera Investment Advisers | 43,514 | $3.66M | 0.05% | +1,682+4.0% | Added |
| National Asset Management, Inc. | 43,800 | $3.68M | 0.11% | −96−0.2% | Reduced |
| Advisors Asset Management, Inc. | 43,970 | $3.70M | 0.05% | +4,623+11.7% | Added |
| Tobam | 44,000 | $3.70M | 0.17% | −53,399−54.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 44,292 | $3.73M | 0.19% | +4,168+10.4% | Added |
| Beacon Pointe Advisors, LLC | 44,623 | $3.75M | 0.10% | +22,831+104.8% | Added |
| Webster Bank, N. A. | 44,973 | $3.78M | 0.39% | −1,567−3.4% | Reduced |
| North Reef Capital Management LP | 45,000 | $3.79M | 1.74% | +45,000 | New |
| VELA Investment Management, LLC | 45,196 | $3.80M | 2.56% | +45,196 | New |
| True North Advisors, LLC | 45,382 | $3.82M | 0.64% | +382+0.8% | Added |
| Connable Office Inc | 45,642 | $3.84M | 0.49% | −3,195−6.5% | Reduced |
| Cumberland Partners Ltd | 45,688 | $3.84M | 0.27% | +1,153+2.6% | Added |
| Main Street Research LLC | 45,906 | $3.86M | 0.30% | +291+0.6% | Added |
| Northwest Investment Counselors, LLC | 45,988 | $3.87M | 0.95% | −298−0.6% | Reduced |
| Wetherby Asset Management Inc | 46,080 | $3.88M | 0.22% | +2,466+5.7% | Added |
| Hoylecohen, LLC | 46,282 | $3.89M | 0.32% | −973−2.1% | Reduced |
| Amica Mutual Insurance Co | 46,801 | $3.94M | 0.33% | +46,801 | New |
| First American Bank | 47,112 | $3.96M | 0.21% | +1,909+4.2% | Added |
| Mraz, Amerine & Associates, Inc. | 47,117 | $3.96M | 1.02% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 47,250 | $3.97M | 0.48% | +11,055+30.5% | Added |
| Stonebridge Capital Advisors LLC | 47,357 | $3.98M | 0.44% | +180+0.4% | Added |
| WBI Investments | 49,222 | $4.01M | 0.64% | +49,222 | New |
| Investment Research & Advisory Group, Inc. | 47,747 | $4.02M | 2.47% | −582−1.2% | Reduced |
| Stephens Inc | 47,879 | $4.03M | 0.06% | −14,055−22.7% | Reduced |
| Signet Financial Management, LLC | 48,408 | $4.07M | 0.62% | −327−0.7% | Reduced |
| Pring Turner Capital Group Inc | 48,408 | $4.07M | 3.60% | +48,408 | New |
| LeJeune Puetz Investment Counsel LLC | 48,549 | $4.08M | 1.38% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 48,746 | $4.10M | 0.26% | +5,491+12.7% | Added |
| Marathon Trading Investment Management LLC | 49,023 | $4.12M | 1.73% | +30,338+162.4% | Added |
| Synovus Financial Corp | 49,010 | $4.13M | 0.04% | +2,203+4.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 49,122 | $4.13M | 0.83% | −1,278−2.5% | Reduced |
| Moody National Bank Trust Division | 49,161 | $4.13M | 0.12% | −152,041−75.6% | Reduced |
| ACG Wealth | 49,885 | $4.20M | 0.60% | −870−1.7% | Reduced |
| Global Frontier Investments LLC | 50,000 | $4.21M | 1.59% | 00.0% | Unchanged |
| Norinchukin Bank, The | 50,028 | $4.21M | 0.05% | −741−1.5% | Reduced |
| Harrington Investments, INC | 50,734 | $4.27M | 2.29% | +195+0.4% | Added |
| Bessemer Securities LLC | 50,964 | $4.29M | 1.16% | +9,756+23.7% | Added |
| Gs Investments, Inc. | 51,225 | $4.31M | 2.08% | +280+0.5% | Added |
| Gill Capital Partners, LLC | 51,842 | $4.36M | 1.93% | 00.0% | Unchanged |
| Gabelli Funds LLC | 52,000 | $4.37M | 0.03% | −15,000−22.4% | Reduced |
| Bryn Mawr Trust Co | 52,005 | $4.37M | 0.16% | +351+0.7% | Added |
| AMG National Trust Bank | 53,204 | $4.47M | 0.13% | −6,733−11.2% | Reduced |
| Scotia Capital Inc. | 53,365 | $4.49M | 0.03% | +7,385+16.1% | Added |
| Intrinsic Value Partners, LLC | 53,611 | $4.51M | 4.81% | +53,611 | New |
| Pendal Group Limited | 53,717 | $4.52M | 0.04% | −11,329−17.4% | Reduced |
| Veritable, L.P. | 53,746 | $4.52M | 0.07% | +2,405+4.7% | Added |
| East Coast Asset Management, LLC. | 53,752 | $4.52M | 1.00% | +117+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 53,893 | $4.53M | 0.17% | −70,445−56.7% | Reduced |
| RBF Capital, LLC | 54,000 | $4.54M | 0.28% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 54,125 | $4.55M | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 54,348 | $4.57M | 0.23% | −8,479−13.5% | Reduced |
| Argent Trust Co | 54,403 | $4.58M | 0.27% | +870+1.6% | Added |
| Chapman Investment Management, LLC | 54,914 | $4.62M | 2.11% | +54,914 | New |