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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 389 | $33.0K | 0.01% | −50−11.4% | Reduced |
| Exchange Traded Concepts, LLC | 388 | $33.0K | 0.00% | +1+0.3% | Added |
| Knuff & Co LLC | 400 | $34.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 400 | $34.0K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 415 | $35.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 435 | $36.6K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 445 | $37.0K | 0.00% | −632−58.7% | Reduced |
| Financial Connections Group, Inc. | 447 | $37.0K | 0.04% | +447 | New |
| HC Financial Advisors Inc | 456 | $38.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 465 | $39.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 481 | $40.0K | 0.01% | +5+1.1% | Added |
| Column Capital Advisors, LLC | 503 | $42.0K | 0.01% | −30−5.6% | Reduced |
| Kings Point Capital Management | 500 | $42.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 502 | $42.0K | 0.01% | +38+8.2% | Added |
| BDO Wealth Advisors, LLC | 517 | $43.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 515 | $43.0K | 0.02% | +1+0.2% | Added |
| Washington Trust Advisors, Inc. | 505 | $43.0K | 0.00% | +505 | New |
| Bellevue Asset Management, LLC | 538 | $45.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 548 | $46.0K | 0.00% | +30+5.8% | Added |
| Simon Quick Advisors, LLC | 573 | $48.0K | 0.01% | −1,925−77.1% | Reduced |
| Bogart Wealth, LLC | 594 | $50.0K | 0.00% | −28−4.5% | Reduced |
| Gould Capital, LLC | 600 | $50.0K | 0.03% | +600 | New |
| AdvisorNet Financial, Inc | 602 | $51.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 606 | $51.0K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 609 | $51.0K | 0.03% | +609 | New |
| Penserra Capital Management LLC | 622 | $52.0K | 0.00% | −126−16.8% | Reduced |
| Arrow Financial Corp | 625 | $53.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 682 | $57.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 686 | $58.0K | 0.02% | +201+41.4% | Added |
| Massmutual Trust Co FSB | 707 | $59.0K | 0.00% | +44+6.6% | Added |
| Hillsdale Investment Management Inc. | 700 | $59.0K | 0.00% | +700 | New |
| Eagle Bay Advisors LLC | 724 | $61.0K | 0.04% | −1,530−67.9% | Reduced |
| Quent Capital, LLC | 721 | $61.0K | 0.01% | +721 | New |
| TD Waterhouse Canada Inc. | 711 | $64.0K | 0.00% | +711 | New |
| CoreCap Advisors, LLC | 758 | $64.0K | 0.00% | +758 | New |
| Global Financial Private Client, LLC | 766 | $64.4K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 780 | $66.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 797 | $67.0K | 0.00% | +729+1,072.1% | Added |
| St. James Investment Advisors, LLC | 810 | $68.0K | 0.05% | +810 | New |
| Carroll Financial Associates, Inc. | 818 | $70.0K | 0.00% | −200−19.6% | Reduced |
| BerganKDV Wealth Management, LLC | 835 | $70.0K | 0.01% | +20+2.5% | Added |
| C M Bidwell & Associates Ltd | 850 | $71.0K | 0.04% | +850 | New |
| Equitec Proprietary Markets, LLC | 850 | $71.0K | 0.04% | +850 | New |
| SOA Wealth Advisors, LLC. | 854 | $72.0K | 0.02% | +54+6.8% | Added |
| Lenox Wealth Advisors, LLC | 863 | $73.0K | 0.01% | +60+7.5% | Added |
| Capstone Investment Advisors, LLC | 922 | $78.0K | 0.00% | −32,747−97.3% | Reduced |
| Capital Analysts, LLC | 923 | $78.0K | 0.00% | +800+650.4% | Added |
| Endurance Wealth Management, Inc. | 952 | $80.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 969 | $81.0K | 0.02% | −73−7.0% | Reduced |
| Dividend Assets Capital, LLC | 960 | $81.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 963 | $81.0K | 0.01% | +23+2.4% | Added |
| Bell Investment Advisors, Inc | 965 | $81.0K | 0.02% | +126+15.0% | Added |
| Sugarloaf Wealth Management, LLC | 979 | $82.0K | 0.02% | +426+77.0% | Added |
| Newbridge Financial Services Group, Inc. | 982 | $83.0K | 0.04% | +48+5.1% | Added |
| America First Investment Advisors, LLC | 1,000 | $84.0K | 0.02% | −408−29.0% | Reduced |
| Fortis Advisors, LLC | 1,000 | $84.0K | 0.05% | −250−20.0% | Reduced |
| MUFG Securities EMEA plc | 1,041 | $88.0K | 0.00% | −2,260−68.5% | Reduced |
| Covestor Ltd | 1,063 | $89.0K | 0.12% | +1,063 | New |
| Old North State Trust, LLC | 1,092 | $92.0K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,179 | $99.0K | 0.03% | +1,179 | New |
| Oakworth Capital, Inc. | 1,200 | $101.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,237 | $104.0K | 0.01% | +2+0.2% | Added |
| West Paces Advisors Inc. | 1,245 | $104.7K | 0.03% | +560+81.8% | Added |
| Field & Main Bank | 1,255 | $106.0K | 0.06% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $110.0K | 0.02% | −16−1.2% | Reduced |
| Reilly Financial Advisors, LLC | 1,312 | $110.0K | 0.01% | +26+2.0% | Added |
| Fortitude Advisory Group L.L.C. | 1,324 | $112.0K | 0.06% | +1,324 | New |
| Monetary Management Group Inc | 1,350 | $114.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,351 | $114.0K | 0.02% | +30+2.3% | Added |
| Lee Financial Co | 1,425 | $120.0K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,445 | $121.0K | 0.05% | +1,445 | New |
| City Holding Co | 1,474 | $124.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,471 | $124.0K | 0.05% | +1,400+1,971.8% | Added |
| Corsicana & Co. | 1,500 | $126.0K | 0.08% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 1,500 | $126.0K | 0.04% | +1,500 | New |
| Creative Financial Designs Inc | 1,506 | $127.0K | 0.02% | −550−26.8% | Reduced |
| First PREMIER Bank | 1,540 | $129.0K | 0.03% | +15+1.0% | Added |
| North Star Investment Management Corp. | 1,567 | $132.0K | 0.01% | −196−11.1% | Reduced |
| Crescent Capital Consulting, LLC | 1,578 | $133.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,673 | $141.0K | 0.00% | −165−9.0% | Reduced |
| Delta Asset Management LLC | 1,679 | $141.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,686 | $142.0K | 0.04% | −160−8.7% | Reduced |
| Concord Wealth Partners | 1,690 | $142.0K | 0.03% | +171+11.3% | Added |
| Benjamin Edwards Inc | 1,691 | $142.0K | 0.05% | +857+102.8% | Added |
| Retirement Planning Co of New England, Inc. | 1,729 | $145.0K | 0.07% | +1,729 | New |
| Optimum Investment Advisors | 1,765 | $148.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,785 | $150.0K | 0.01% | +81+4.8% | Added |
| Hartford Financial Management Inc. | 1,800 | $151.0K | 0.04% | −42−2.3% | Reduced |
| Proequities, Inc. | 1,855 | $156.0K | 0.01% | −7−0.4% | Reduced |
| Hills Bank & Trust Co | 1,855 | $156.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,900 | $160.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,925 | $162.0K | 0.00% | −37−1.9% | Reduced |
| Glassman Wealth Services | 1,937 | $163.0K | 0.03% | −110−5.4% | Reduced |
| Riverview Trust Co | 1,979 | $166.0K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,988 | $167.0K | 0.04% | +424+27.1% | Added |
| Coastal Capital Group, Inc. | 2,037 | $171.0K | 0.04% | +5+0.2% | Added |
| Vectors Research Management, LLC | 2,065 | $174.0K | 0.04% | +665+47.5% | Added |
| Deseret Mutual Benefit Administrators | 2,084 | $175.0K | 0.03% | −272−11.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,091 | $176.0K | 0.02% | −717−25.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,163 | $182.0K | 0.15% | +2,163 | New |