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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 2,211 | $185.9K | 0.01% | −2,659−54.6% | Reduced |
| Credit Agricole S A | 2,276 | $191.0K | 0.01% | −12,676−84.8% | Reduced |
| Nwam LLC | 2,379 | $200.0K | 0.02% | +2,379 | New |
| Mission Wealth Management, LP | 2,387 | $201.0K | 0.01% | +2,387 | New |
| Hyman Charles D | 2,405 | $202.0K | 0.01% | +2,405 | New |
| Berger Financial Group, Inc | 2,403 | $202.0K | 0.03% | +2,403 | New |
| Morling Financial Advisors, LLC | 2,400 | $202.0K | 0.19% | +2,400 | New |
| Lindbrook Capital, LLC | 2,411 | $203.0K | 0.03% | +1,472+156.8% | Added |
| Wealth Architects, LLC | 2,427 | $204.0K | 0.04% | +2,427 | New |
| Annandale Capital, LLC | 2,432 | $205.0K | 0.09% | +2,432 | New |
| Raab & Moskowitz Asset Management LLC | 2,467 | $207.0K | 0.07% | +2,467 | New |
| Probity Advisors, Inc. | 2,464 | $207.0K | 0.04% | +2,464 | New |
| Guardian Wealth Advisors, LLC | 2,473 | $208.0K | 0.09% | +2,473 | New |
| Garrett Wealth Advisory Group, LLC | 2,481 | $209.0K | 0.10% | +2,481 | New |
| Old Port Advisors | 2,301 | $209.0K | 0.07% | +2,301 | New |
| Cahill Financial Advisors Inc | 2,495 | $210.0K | 0.04% | +5+0.2% | Added |
| Benin Management CORP | 2,500 | $210.0K | 0.06% | +2,500 | New |
| Greenline Partners, LLC | 2,499 | $210.0K | 0.04% | +2,499 | New |
| Alpha Omega Wealth Management LLC | 2,271 | $212.0K | 0.03% | +2,271 | New |
| Marcum Wealth, LLC | 2,537 | $213.0K | 0.03% | −486−16.1% | Reduced |
| Evoke Wealth, LLC | 2,536 | $213.0K | 0.01% | +500+24.6% | Added |
| Deuterium Capital Management, LLC | 2,531 | $213.0K | 0.32% | +2,531 | New |
| Paragon Financial Partners, Inc. | 2,527 | $213.0K | 0.17% | +2,527 | New |
| IHT Wealth Management, LLC | 2,547 | $214.0K | 0.02% | −4,673−64.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,543 | $214.0K | 0.07% | −407−13.8% | Reduced |
| Hancock Whitney Investment Services Inc. | 2,513 | $214.0K | 0.04% | +2,513 | New |
| Delphia (USA) Inc. | 2,549 | $214.0K | 0.23% | +2,549 | New |
| PDS Planning, Inc | 2,557 | $215.0K | 0.04% | +2,557 | New |
| Vision Capital Management, Inc. | 2,557 | $215.0K | 0.03% | +2,557 | New |
| Chatham Capital Group, Inc. | 2,580 | $217.0K | 0.04% | +2,580 | New |
| Douglas Lane & Associates, LLC | 2,593 | $218.0K | 0.00% | −545−17.4% | Reduced |
| Cutler Group LP | 2,613 | $219.0K | 0.02% | −6,048−69.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,614 | $220.0K | 0.08% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,613 | $220.0K | 0.20% | +2,613 | New |
| Citizens & Northern Corp | 2,624 | $221.0K | 0.08% | +2,624 | New |
| Acropolis Investment Management, LLC | 2,637 | $222.0K | 0.02% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,640 | $222.0K | 0.07% | +2,640 | New |
| Stock Yards Bank & Trust Co | 2,649 | $223.0K | 0.01% | −835−24.0% | Reduced |
| Ridgewood Investments LLC | 2,656 | $223.0K | 0.14% | −499−15.8% | Reduced |
| Academy Capital Management Inc | 2,656 | $223.0K | 0.03% | +2,656 | New |
| Summit X, LLC | 2,661 | $225.0K | 0.05% | +2,661 | New |
| Quantinno Capital Management LP | 2,678 | $225.0K | 0.04% | +2,678 | New |
| Manchester Financial Inc | 2,684 | $226.0K | 0.08% | +2,684 | New |
| Bradley Foster & Sargent Inc | 2,712 | $228.0K | 0.00% | +2,712 | New |
| Cherry Creek Investment Advisors, Inc. | 2,730 | $230.0K | 0.14% | +2,730 | New |
| Centric Wealth Management | 2,753 | $231.0K | 0.08% | +2,753 | New |
| J.W. Cole Advisors, Inc. | 2,755 | $232.0K | 0.02% | +2,755 | New |
| Legacy Financial Advisors, Inc. | 2,763 | $232.0K | 0.05% | +2,763 | New |
| MONECO Advisors, LLC | 2,615 | $232.0K | 0.09% | +2,615 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,500 | $234.0K | 0.02% | +1,739+228.5% | Added |
| Journey Strategic Wealth LLC | 2,788 | $234.0K | 0.02% | +2,788 | New |
| Wimmer Associates 1, LLC | 2,790 | $235.0K | 0.13% | 00.0% | Unchanged |
| People's United Financial, Inc. | 2,802 | $236.0K | 0.01% | −1,231−30.5% | Reduced |
| Monument Capital Management | 2,810 | $236.0K | 0.07% | +10.0% | Added |
| First Quadrant L P | 2,802 | $236.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,803 | $236.0K | 0.02% | +2,803 | New |
| Fagan Associates, Inc. | 2,813 | $237.0K | 0.04% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 2,813 | $237.0K | 0.07% | +6+0.2% | Added |
| Koshinski Asset Management, Inc. | 2,840 | $238.8K | 0.02% | +71+2.6% | Added |
| DRW Securities, LLC | 2,841 | $239.0K | 0.02% | −120−4.1% | Reduced |
| Wedge Capital Management L L P | 2,837 | $239.0K | 0.00% | +2,837 | New |
| Hudson Valley Investment Advisors Inc | 2,851 | $240.0K | 0.04% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 2,857 | $240.0K | 0.17% | +17+0.6% | Added |
| BNC Wealth Management, LLC | 2,860 | $241.0K | 0.11% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,871 | $241.0K | 0.21% | +2,871 | New |
| L2 Asset Management, LLC | 2,875 | $242.0K | 0.17% | +2,875 | New |
| InterOcean Capital Group, LLC | 2,879 | $242.0K | 0.01% | +2,879 | New |
| Acas, LLC | 2,887 | $243.0K | 0.36% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,907 | $244.0K | 0.07% | −2,650−47.7% | Reduced |
| Financial Architects, Inc | 2,903 | $244.0K | 0.03% | −554−16.0% | Reduced |
| Telos Capital Management, Inc. | 2,903 | $244.0K | 0.03% | −80−2.7% | Reduced |
| Equitable Holdings, Inc. | 2,929 | $246.0K | 0.00% | +2,929 | New |
| SFMG, LLC | 2,931 | $246.0K | 0.02% | +2,931 | New |
| Pflug Koory, LLC | 2,937 | $247.0K | 0.12% | +9+0.3% | Added |
| Good Life Advisors, LLC | 2,967 | $250.0K | 0.03% | −30−1.0% | Reduced |
| Atlas Capital Advisors LLC | 2,978 | $250.4K | 0.04% | −99−3.2% | Reduced |
| Berkeley, Inc | 2,980 | $250.6K | 0.17% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,000 | $252.0K | 0.61% | +3,000 | New |
| Silvercrest Asset Management Group LLC | 3,014 | $253.0K | 0.00% | +127+4.4% | Added |
| Manchester Capital Management LLC | 3,024 | $254.0K | 0.03% | −424−12.3% | Reduced |
| Verity Asset Management, Inc. | 3,021 | $254.0K | 0.15% | +10.0% | Added |
| Westshore Wealth, LLC | 3,030 | $255.0K | 0.17% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,036 | $255.0K | 0.02% | +42+1.4% | Added |
| Warren Averett Asset Management, LLC | 2,872 | $256.0K | 0.02% | +387+15.6% | Added |
| Intersect Capital LLC | 3,054 | $257.0K | 0.05% | +247+8.8% | Added |
| NorthRock Partners, LLC | 3,062 | $258.0K | 0.02% | +3,062 | New |
| Northstar Asset Management LLC | 3,090 | $259.0K | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,074 | $259.0K | 0.07% | +203+7.1% | Added |
| C2C Wealth Management, LLC | 3,100 | $260.0K | 0.04% | +3,100 | New |
| Financial Consulate, Inc | 3,100 | $261.0K | 0.09% | −6−0.2% | Reduced |
| Essex Financial Services, Inc. | 3,111 | $262.0K | 0.03% | −292−8.6% | Reduced |
| Intrua Financial, LLC | 3,125 | $263.0K | 0.05% | −200−6.0% | Reduced |
| Carolinas Wealth Consulting LLC | 3,161 | $266.0K | 0.06% | −294−8.5% | Reduced |
| Brave Asset Management Inc | 3,200 | $269.0K | 0.07% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 3,215 | $270.0K | 0.03% | −973−23.2% | Reduced |
| Private Trust Co NA | 3,210 | $270.0K | 0.04% | −436−12.0% | Reduced |
| Convergence Investment Partners, LLC | 3,213 | $270.0K | 0.14% | −214−6.2% | Reduced |
| Waypoint Wealth Partners Inc. | 3,228 | $271.0K | 0.09% | +3,228 | New |
| Verity & Verity, LLC | 3,235 | $272.0K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,248 | $273.0K | 0.04% | +10.0% | Added |