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 |
|---|---|---|---|---|---|
| Autus Asset Management, LLC | 3,244 | $273.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,262 | $274.0K | 0.03% | +103+3.3% | Added |
| Axxcess Wealth Management, LLC | 3,262 | $274.0K | 0.02% | +3,262 | New |
| Rosenbaum Jay D. | 3,270 | $275.0K | 0.40% | +3,270 | New |
| E Fund Management Co., Ltd. | 3,312 | $279.0K | 0.01% | +41+1.3% | Added |
| Wedmont Private Capital | 2,985 | $279.0K | 0.09% | +2,985 | New |
| First International Bank & Trust | 3,324 | $279.0K | 0.10% | +3,324 | New |
| CKW Financial Group | 3,300 | $280.0K | 0.04% | −200−5.7% | Reduced |
| Modera Wealth Management, LLC | 3,345 | $281.0K | 0.01% | +3,345 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,352 | $282.0K | 0.05% | −270−7.5% | Reduced |
| Little House Capital LLC | 3,349 | $282.0K | 0.15% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 3,365 | $283.0K | 0.02% | +41+1.2% | Added |
| Providence Capital Advisors, LLC | 3,371 | $284.0K | 0.08% | −1,240−26.9% | Reduced |
| Menard Financial Group LLC | 3,392 | $285.0K | 0.23% | +3,392 | New |
| Vantage Consulting Group Inc | 3,418 | $287.0K | 0.08% | −199−5.5% | Reduced |
| CWS Financial Advisors, LLC | 3,409 | $287.0K | 0.10% | +3,409 | New |
| Syntax Advisors, LLC | 3,418 | $287.0K | 0.21% | +3,418 | New |
| Mystic Asset Management, Inc. | 3,418 | $287.0K | 0.14% | +3,418 | New |
| Alpha Cubed Investments, LLC | 3,425 | $288.0K | 0.02% | +415+13.8% | Added |
| LCM Capital Management Inc | 3,472 | $292.0K | 0.23% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,474 | $292.0K | 0.01% | +158+4.8% | Added |
| StoneX Group Inc. | 3,477 | $292.4K | 0.03% | +3,477 | New |
| Sunflower Bank, N.A. | 3,479 | $293.0K | 0.04% | −366−9.5% | Reduced |
| Equius Partners, Inc. | 3,500 | $294.0K | 0.12% | +3,500 | New |
| Financial Enhancement Group LLC | 3,511 | $295.0K | 0.05% | +404+13.0% | Added |
| HB Wealth Management, LLC | 3,510 | $295.0K | 0.01% | +3,510 | New |
| Brighton Jones LLC | 3,540 | $298.0K | 0.01% | +236+7.1% | Added |
| Boyar Asset Management Inc. | 3,550 | $299.0K | 0.18% | +200+6.0% | Added |
| Maryland Capital Management | 3,568 | $300.0K | 0.02% | +218+6.5% | Added |
| Yorktown Management & Research Co Inc | 3,575 | $301.0K | 0.20% | −650−15.4% | Reduced |
| Carlson Capital Management | 3,578 | $301.0K | 0.03% | −352−9.0% | Reduced |
| Sigma Investment Counselors Inc | 3,574 | $301.0K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 3,595 | $302.0K | 0.01% | −40−1.1% | Reduced |
| Capital Investment Advisors, LLC | 3,596 | $302.0K | 0.01% | +8+0.2% | Added |
| Crawford Investment Counsel Inc | 3,590 | $302.0K | 0.01% | +66+1.9% | Added |
| Klingman & Associates, LLC | 3,599 | $303.0K | 0.03% | +61+1.7% | Added |
| Klingenstein Fields & Co LP | 3,615 | $304.0K | 0.01% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 3,628 | $305.0K | 0.09% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,633 | $306.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,637 | $306.0K | 0.00% | +3,040+509.2% | Added |
| Resources Investment Advisors, LLC. | 3,656 | $307.0K | 0.01% | −745−16.9% | Reduced |
| Virtu Financial LLC | 3,649 | $307.0K | 0.03% | +3,649 | New |
| Cohen Klingenstein LLC | 3,660 | $308.0K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 3,672 | $309.0K | 0.04% | −32−0.9% | Reduced |
| Souders Financial Advisors | 3,690 | $310.0K | 0.09% | +10.0% | Added |
| CX Institutional | 3,689 | $310.0K | 0.02% | +452+14.0% | Added |
| Knightsbridge Asset Management, LLC | 3,720 | $313.0K | 0.10% | −498−11.8% | Reduced |
| Meristem Family Wealth, LLC | 3,738 | $314.0K | 0.03% | −2,183−36.9% | Reduced |
| Atlas Private Wealth Management | 3,731 | $314.0K | 0.18% | −1,117−23.0% | Reduced |
| Founders Capital Management | 3,750 | $315.0K | 0.20% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,774 | $317.0K | 0.02% | +363+10.6% | Added |
| St Germain D J Co Inc | 3,792 | $319.0K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 3,803 | $320.0K | 0.32% | +3,803 | New |
| Gould Asset Management LLC | 3,827 | $322.0K | 0.09% | 00.0% | Unchanged |
| Parkside Advisors LLC | 3,830 | $322.0K | 0.10% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,858 | $324.0K | 0.03% | −236−5.8% | Reduced |
| South Shore Capital Advisors | 3,870 | $325.0K | 0.53% | +3,870 | New |
| Moneta Group Investment Advisors LLC | 3,876 | $326.0K | 0.01% | +622+19.1% | Added |
| Redhawk Wealth Advisors, Inc. | 3,900 | $328.0K | 0.08% | +3,900 | New |
| Kathleen S. Wright Associates Inc. | 3,908 | $329.0K | 0.24% | +3,908 | New |
| Grandfield & Dodd, LLC | 3,961 | $330.0K | 0.02% | +76+2.0% | Added |
| HBK Investments L P | 3,937 | $331.0K | 0.01% | +3,937 | New |
| Jackson Hole Capital Partners, LLC | 3,962 | $333.0K | 0.10% | −630−13.7% | Reduced |
| Laffer Tengler Investments | 3,962 | $333.2K | 0.10% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,967 | $334.0K | 0.07% | −155−3.8% | Reduced |
| Wisconsin Capital Management LLC | 4,000 | $336.0K | 0.14% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $336.0K | 0.08% | 00.0% | Unchanged |
| Triad Investment Management | 4,005 | $337.0K | 0.31% | +4,005 | New |
| Lebenthal Global Advisors, LLC | 4,029 | $338.0K | 0.14% | −6,078−60.1% | Reduced |
| 9258 Wealth Management, LLC | 4,024 | $338.0K | 0.08% | +371+10.2% | Added |
| Childress Capital Advisors, LLC | 4,048 | $340.0K | 0.14% | +379+10.3% | Added |
| Hamel Associates, Inc. | 4,040 | $340.0K | 0.12% | +615+18.0% | Added |
| TownSquare Capital, LLC | 4,059 | $341.0K | 0.01% | −758−15.7% | Reduced |
| Sanders Morris Harris LLC | 4,000 | $342.0K | 0.06% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 4,100 | $345.0K | 0.31% | −400−8.9% | Reduced |
| Van Strum & Towne Inc. | 4,100 | $345.0K | 0.13% | −100−2.4% | Reduced |
| Ascent Group, LLC | 3,871 | $345.0K | 0.04% | +3,871 | New |
| Sutton Wealth Advisors Inc. | 4,112 | $345.8K | 0.12% | 00.0% | Unchanged |
| Bremer Bank National Association | 4,109 | $346.0K | 0.06% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,108 | $346.0K | 0.02% | +4,108 | New |
| Cambridge Trust Co | 4,121 | $347.0K | 0.01% | +715+21.0% | Added |
| Bridgefront Capital, LLC | 4,131 | $347.0K | 0.34% | +4,131 | New |
| Jump Financial, LLC | 4,158 | $349.0K | 0.02% | +4,158 | New |
| Institute for Wealth Management, LLC. | 4,159 | $350.0K | 0.06% | +127+3.1% | Added |
| Integrated Advisors Network LLC | 4,183 | $352.0K | 0.02% | +864+26.0% | Added |
| Trail Ridge Investment Advisors, LLC | 4,180 | $352.0K | 0.21% | +4,180 | New |
| Badgley Phelps Wealth Managers, LLC | 4,196 | $353.0K | 0.01% | +113+2.8% | Added |
| Purus Wealth Management, LLC | 4,199 | $353.0K | 0.22% | +4,199 | New |
| Prospera Financial Services Inc | 4,215 | $354.0K | 0.02% | −300−6.6% | Reduced |
| Index Fund Advisors, Inc. | 4,214 | $354.0K | 0.03% | +4,214 | New |
| Defined Wealth Management, LLC | 4,267 | $359.0K | 0.29% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,275 | $359.5K | 0.13% | −19−0.4% | Reduced |
| Geller Advisors LLC | 4,306 | $362.0K | 0.07% | −12−0.3% | Reduced |
| Alpha Paradigm Partners, LLC | 4,299 | $362.0K | 0.15% | +4,299 | New |
| First Affirmative Financial Network | 4,314 | $363.0K | 0.33% | +363+9.2% | Added |
| Gladstone Institutional Advisory LLC | 4,321 | $363.0K | 0.03% | +1,214+39.1% | Added |
| Highland Private Wealth Management | 4,339 | $365.0K | 0.05% | +239+5.8% | Added |
| Connacht Asset Management LP | 4,361 | $367.0K | 0.42% | −8,848−67.0% | Reduced |
| Cypress Wealth Services, LLC | 4,358 | $367.0K | 0.10% | +108+2.5% | Added |
| Sonora Investment Management Group, LLC | 4,361 | $367.0K | 0.04% | +4,361 | New |