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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 4,373 | $368.0K | 0.05% | +294+7.2% | Added |
| Affinity Capital Advisors, LLC | 4,407 | $371.0K | 0.11% | +533+13.8% | Added |
| V Wealth Advisors LLC | 4,425 | $372.0K | 0.05% | −24−0.5% | Reduced |
| Group One Trading, L.P. | 4,423 | $372.0K | 0.01% | +4,423 | New |
| Azimuth Capital Management LLC | 4,432 | $373.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,485 | $377.0K | 0.04% | −25−0.6% | Reduced |
| SG3 Management, LLC | 4,500 | $378.0K | 0.04% | −1,500−25.0% | Reduced |
| Sargent Bickham Lagudis LLC | 4,494 | $378.0K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,491 | $378.0K | 0.03% | +51+1.1% | Added |
| Highland Capital Management, LLC | 4,545 | $382.0K | 0.02% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,541 | $382.0K | 0.13% | +31+0.7% | Added |
| Independent Advisor Alliance | 4,585 | $386.0K | 0.02% | −2,366−34.0% | Reduced |
| Tiedemann Advisors, LLC | 4,595 | $386.0K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 4,585 | $386.0K | 0.06% | +425+10.2% | Added |
| Lincoln National Corp | 4,597 | $387.0K | 0.01% | −238−4.9% | Reduced |
| Seven Eight Capital, LP | 4,597 | $387.0K | 0.07% | +4,597 | New |
| Operose Advisors LLC | 4,610 | $388.0K | 0.32% | +4,610 | New |
| Wealthcare Advisory Partners LLC | 4,641 | $390.0K | 0.02% | −13−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 4,644 | $391.0K | 0.05% | +4,644 | New |
| Fisher Asset Management, LLC | 4,665 | $392.0K | 0.00% | +4,665 | New |
| Regatta Capital Group, LLC | 4,697 | $395.0K | 0.14% | +4,697 | New |
| PFG Private Wealth Management, LLC | 4,706 | $396.0K | 0.20% | −216−4.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,443 | $396.0K | 0.14% | +240+5.7% | Added |
| Claro Advisors LLC | 4,720 | $397.0K | 0.14% | +159+3.5% | Added |
| Investment House LLC | 4,729 | $398.0K | 0.03% | +100+2.2% | Added |
| Delta Financial Advisors LLC | 4,745 | $399.0K | 0.16% | 00.0% | Unchanged |
| CenterBook Partners LP | 4,769 | $401.0K | 0.24% | +4,769 | New |
| Jeppson Wealth Management, LLC | 4,779 | $402.0K | 0.19% | −50−1.0% | Reduced |
| First Horizon Advisors, Inc. | 4,812 | $405.0K | 0.01% | +192+4.2% | Added |
| American Portfolios Advisors | 4,827 | $405.9K | 0.01% | +689+16.7% | Added |
| Prelude Capital Management, LLC | 4,827 | $406.0K | 0.02% | −1,909−28.3% | Reduced |
| Phoenix Holdings Ltd. | 4,762 | $406.0K | 0.01% | −528−10.0% | Reduced |
| Rosenberg Matthew Hamilton | 4,845 | $407.0K | 0.14% | −54−1.1% | Reduced |
| Marquette Asset Management, LLC | 4,839 | $407.0K | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,845 | $407.0K | 0.03% | +931+23.8% | Added |
| Ferguson Wellman Capital Management, Inc | 4,891 | $411.0K | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 4,883 | $411.0K | 0.02% | +4,883 | New |
| Nova R Wealth, Inc. | 4,890 | $411.0K | 0.33% | +4,890 | New |
| YorkBridge Wealth Partners, LLC | 4,939 | $415.0K | 0.09% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 4,935 | $415.0K | 0.36% | +4,935 | New |
| Dynamic Advisor Solutions LLC | 4,988 | $419.0K | 0.03% | −3−0.1% | Reduced |
| Ritholtz Wealth Management | 4,994 | $420.0K | 0.03% | +2,145+75.3% | Added |
| Difesa Capital Management, LP | 5,000 | $421.0K | 0.30% | +5,000 | New |
| Robertson Stephens Wealth Management, LLC | 5,050 | $424.0K | 0.04% | +12+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $424.0K | 0.02% | +75+1.5% | Added |
| West Family Investments, Inc. | 5,041 | $424.0K | 0.12% | +5,041 | New |
| Davis R M Inc | 5,074 | $427.0K | 0.01% | −90−1.7% | Reduced |
| Park Avenue Securities LLC | 5,095 | $428.0K | 0.01% | +291+6.1% | Added |
| Bluefin Capital Management, LLC | 5,100 | $429.0K | 0.03% | +5,100 | New |
| Desjardins Global Asset Management Inc. | 5,120 | $430.0K | 0.04% | +5,120 | New |
| Baldwin Investment Management, LLC | 5,120 | $431.0K | 0.11% | −10−0.2% | Reduced |
| Equitable Trust Co | 5,146 | $433.0K | 0.03% | +493+10.6% | Added |
| Gryphon Financial Partners LLC | 5,159 | $434.0K | 0.09% | −182−3.4% | Reduced |
| Smithfield Trust Co | 5,143 | $434.0K | 0.03% | −10.0% | Reduced |
| Marshall Financial Group LLC | 5,168 | $435.0K | 0.16% | +2,339+82.7% | Added |
| Advisor Resource Council | 5,167 | $435.0K | 0.03% | +5,167 | New |
| Diligent Investors, LLC | 5,183 | $436.0K | 0.12% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,231 | $440.0K | 0.29% | +251+5.0% | Added |
| Boston Trust Walden Corp | 5,270 | $443.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,262 | $443.0K | 0.11% | +2,732+108.0% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $446.0K | 0.26% | −4,000−43.0% | Reduced |
| Marks Group Wealth Management, Inc | 5,326 | $448.0K | 0.05% | +149+2.9% | Added |
| Integrated Investment Consultants, LLC | 5,354 | $450.0K | 0.12% | +2,181+68.7% | Added |
| Traynor Capital Management, Inc. | 5,409 | $454.0K | 0.05% | +20.0% | Added |
| Savant Capital, LLC | 5,403 | $455.0K | 0.01% | −3,810−41.4% | Reduced |
| Csenge Advisory Group | 6,268 | $461.0K | 0.04% | −313−4.8% | Reduced |
| Addison Advisors LLC | 5,487 | $461.0K | 0.29% | +32+0.6% | Added |
| Amica Retiree Medical Trust | 5,495 | $462.0K | 0.39% | +5,495 | New |
| Ridgecrest Wealth Partners, LLC | 5,508 | $463.0K | 0.23% | 00.0% | Unchanged |
| West Coast Financial LLC | 5,512 | $464.0K | 0.07% | −284−4.9% | Reduced |
| Anchor Investment Management, LLC | 5,540 | $465.9K | 0.06% | +1,386+33.4% | Added |
| Berkshire Asset Management LLC | 5,555 | $467.0K | 0.03% | +150+2.8% | Added |
| Norway Savings Bank | 5,580 | $469.0K | 0.21% | −250−4.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 5,205 | $469.0K | 0.14% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 5,577 | $469.0K | 0.03% | +306+5.8% | Added |
| J. L. Bainbridge & Co., Inc. | 5,601 | $471.0K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,664 | $476.0K | 0.05% | +124+2.2% | Added |
| State of Wyoming | 5,676 | $477.0K | 0.22% | +812+16.7% | Added |
| Rehmann Capital Advisory Group | 5,693 | $478.8K | 0.04% | −374−6.2% | Reduced |
| Court Place Advisors, LLC | 5,700 | $479.0K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,717 | $482.0K | 0.08% | +4,551+390.3% | Added |
| Beach Investment Counsel Inc | 5,740 | $483.0K | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,760 | $484.0K | 0.11% | −1,000−14.8% | Reduced |
| CNB Bank | 5,765 | $485.0K | 0.27% | −25−0.4% | Reduced |
| AIA Group Ltd | 5,780 | $486.0K | 0.02% | −833−12.6% | Reduced |
| Ellevest, Inc. | 5,784 | $486.0K | 0.04% | +1,153+24.9% | Added |
| Essex LLC | 5,795 | $487.0K | 0.13% | −10,077−63.5% | Reduced |
| Personal Cfo Solutions, LLC | 5,825 | $490.0K | 0.09% | −280−4.6% | Reduced |
| Ossiam | 5,834 | $491.0K | 0.01% | −11,038−65.4% | Reduced |
| Mutual Advisors, LLC | 5,866 | $493.0K | 0.03% | +191+3.4% | Added |
| Asset Management Resources, LLC | 5,877 | $494.0K | 0.43% | +5,877 | New |
| Pointe Capital Management LLC | 5,889 | $495.0K | 0.31% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,898 | $496.0K | 0.04% | +108+1.9% | Added |
| Family Legacy, Inc. | 5,321 | $500.0K | 0.20% | 00.0% | Unchanged |
| BTR Capital Management Inc | 5,987 | $504.0K | 0.06% | −60−1.0% | Reduced |
| Moors & Cabot, Inc. | 5,989 | $504.0K | 0.03% | −20−0.3% | Reduced |
| Wintrust Investments LLC | 6,114 | $514.0K | 0.05% | −300−4.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,120 | $515.0K | 0.04% | +860+16.3% | Added |
| Harbour Investments, Inc. | 6,132 | $516.0K | 0.03% | −2,344−27.7% | Reduced |
| Orion Portfolio Solutions, LLC | 6,145 | $517.0K | 0.02% | +484+8.5% | Added |