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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
Wellington Management Group LLP81,757,796$6.88B1.10%+1,285,974+1.6%Added
Price T Rowe Associates Inc83,392,449$7.01B0.63%−1,903,465−2.2%Reduced
BlackRock Inc.105,402,885$8.86B0.23%−2,867,792−2.6%Reduced
Vanguard Group Inc116,756,598$9.82B0.22%+810,816+0.7%Added
Sofos Investments, Inc.2,016––+1,920+2,000.0%Added
Diamond Hill Capital Management Inc0$00.00%−5,124,619−100.0%Sold out
Brave Warrior Advisors, LLC0$00.00%−707,943−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−557,804−100.0%Sold out
CastleArk Alternatives, LLC0$00.00%−448,095−100.0%Sold out
Bloom Tree Partners, LLC0$00.00%−132,258−100.0%Sold out
Greenstone Partners & Co., LLC0$00.00%−120,295−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−85,300−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−77,274−100.0%Sold out
E. Ohman J:or Asset Management AB0$00.00%−65,600−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−53,403−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−49,942−100.0%Sold out
Crestline Management, LP0$00.00%−35,290−100.0%Sold out
Perpetual Investment Management Ltd0$00.00%−32,300−100.0%Sold out
Sovarnum Capital L.P.0$00.00%−30,000−100.0%Sold out
XTX Topco Ltd0$00.00%−19,185−100.0%Sold out
Bingham Osborn & Scarborough LLC0$00.00%−17,146−100.0%Sold out
University of Notre Dame du Lac0$00.00%−15,686−100.0%Sold out
Wall Street Access Asset Management, LLC0$00.00%−14,638−100.0%Sold out
Teza Capital Management LLC0$00.00%−14,279−100.0%Sold out
Sentry Investment Management LLC0$00.00%−13,874−100.0%Sold out
Nuance Investments, LLC0$00.00%−12,048−100.0%Sold out
FORA Capital, LLC0$00.00%−11,523−100.0%Sold out
IMC-Chicago, LLC0$00.00%−10,883−100.0%Sold out
RMR Wealth Builders0$00.00%−9,572−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−9,078−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−8,866−100.0%Sold out
Neo Ivy Capital Management0$00.00%−16,512−100.0%Sold out
Kore Private Wealth LLC0$00.00%−7,164−100.0%Sold out
Buckley Wealth Management, LLC0$00.00%−6,808−100.0%Sold out
Fundamentun, LLC0$00.00%−6,210−100.0%Sold out
Capula Management Ltd0$00.00%−5,616−100.0%Sold out
Curated Wealth Partners LLC0$00.00%−5,257−100.0%Sold out
HRT Financial LP0$00.00%−4,852−100.0%Sold out
DC Investments Management, LLC0$00.00%−4,730−100.0%Sold out
Advisory Research Inc0$00.00%−4,696−100.0%Sold out
Taylor, Cottrill, Erickson & Associates, Inc.0$00.00%−4,025−100.0%Sold out
Accuvest Global Advisors0$00.00%−3,806−100.0%Sold out
Maven Securities LTD0$00.00%−3,508−100.0%Sold out
qPULA Trading Management LP0$00.00%−3,491−100.0%Sold out
Budros, Ruhlin & Roe, Inc.0$00.00%−3,464−100.0%Sold out
Leith Wheeler Investment Counsel Ltd.0$00.00%−3,450−100.0%Sold out
Paces Ferry Wealth Advisors, LLC0$00.00%−3,298−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−3,221−100.0%Sold out
Cypress Capital Group0$00.00%−3,068−100.0%Sold out
Family Management Corp0$00.00%−2,889−100.0%Sold out
Verition Fund Management LLC0$00.00%−2,842−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−2,191−100.0%Sold out
Firestone Capital Management0$00.00%−2,000−100.0%Sold out
Cordant, Inc.0$00.00%−817−100.0%Sold out
MCF Advisors LLC0$00.00%−663−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−618−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−594−100.0%Sold out
Joseph P. Lucia & Associates, LLC0$00.00%−519−100.0%Sold out
Larson Financial Group LLC0$00.00%−500−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−434−100.0%Sold out
Consolidated Planning Corp0$00.00%−397−100.0%Sold out
Resolute Partners Group0$00.00%−372−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−355−100.0%Sold out
Holloway Wealth Management, LLC0$00.00%–Sold out
Evolution Wealth Advisors, LLC0$00.00%−136−100.0%Sold out
Pacitti Group Inc.0$00.00%−125−100.0%Sold out
Red Tortoise LLC0$00.00%−132−100.0%Sold out
Heritage Wealth Advisors0$00.00%−103−100.0%Sold out
Better Money Decisions, LLC0$00.00%−71−100.0%Sold out
Spectrum Management Group, LLC0$00.00%−23−100.0%Sold out
Artemis Wealth Advisors, LLC0$00.00%−31−100.0%Sold out
McCarthy Grittinger Financial Group, LLC0$00.00%−22−100.0%Sold out
Prentice Wealth Management LLC0$00.00%−10−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−1−100.0%Sold out
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
BBVA USA––––Not filed
NorthCoast Asset Management LLC––––Not filed
World Asset Management Inc––––Not filed
HighPoint Advisor Group LLC––––Not filed
Cascadia Advisory Services, LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed
Sonora Investment Management, LLC––––Not filed
Mid Atlantic Financial Management Inc––––Not filed
Psagot Investment House Ltd.––––Not filed
Eudaimonia Partners, LLC––––Not filed
Granite Investment Advisors, LLC––––Not filed
Homrich & Berg––––Not filed
Spotlight Asset Group, Inc.––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Heritage Wealth Management, LLC––––Not filed