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 |
|---|---|---|---|---|---|
| TAGStone Capital, Inc. | 6,153 | $517.0K | 0.43% | +6,153 | New |
| Davidson Investment Advisors | 6,175 | $519.0K | 0.04% | −150−2.4% | Reduced |
| Sigma Planning Corp | 6,184 | $520.0K | 0.01% | −39−0.6% | Reduced |
| Clear Perspective Advisors, LLC | 6,179 | $520.0K | 0.16% | +585+10.5% | Added |
| Cetera Advisors LLC | 6,179 | $520.0K | 0.01% | +623+11.2% | Added |
| Dynamic Technology Lab Private Ltd | 6,197 | $521.0K | 0.06% | +6,197 | New |
| Tompkins Financial Corp | 6,235 | $524.0K | 0.09% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,254 | $526.0K | 0.05% | +2,495+66.4% | Added |
| Chilton Capital Management LLC | 6,284 | $528.0K | 0.03% | −1,606−20.4% | Reduced |
| Freestone Capital Holdings, LLC | 6,309 | $531.0K | 0.02% | +3,564+129.8% | Added |
| BSW Wealth Partners | 6,341 | $533.0K | 0.13% | +241+4.0% | Added |
| Advisors Capital Management, LLC | 6,335 | $533.0K | 0.01% | +397+6.7% | Added |
| Quadrant Private Wealth Management, LLC | 6,343 | $533.0K | 0.20% | +884+16.2% | Added |
| Zullo Investment Group, Inc. | 6,340 | $533.0K | 0.27% | +6,340 | New |
| Sand Hill Global Advisors, LLC | 6,348 | $534.0K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 6,351 | $534.0K | 0.19% | +500+8.5% | Added |
| Fayez Sarofim & Co | 6,391 | $537.0K | 0.00% | 00.0% | Unchanged |
| Bank of the West | 6,454 | $543.0K | 0.05% | −173−2.6% | Reduced |
| NBT Bank N A | 6,506 | $547.0K | 0.07% | 00.0% | Unchanged |
| Fiera Capital Corp | 6,500 | $547.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 6,513 | $548.0K | 0.04% | −286−4.2% | Reduced |
| Bahl & Gaynor Inc | 6,512 | $548.0K | 0.00% | 00.0% | Unchanged |
| American Money Management, LLC | 6,533 | $549.0K | 0.14% | +682+11.7% | Added |
| Plante Moran Financial Advisors, LLC | 6,557 | $551.0K | 0.09% | +51+0.8% | Added |
| Vista Private Wealth Partners. LLC | 6,457 | $552.0K | 0.21% | +1,021+18.8% | Added |
| Balasa Dinverno & Foltz LLC | 6,593 | $554.0K | 0.04% | −10.0% | Reduced |
| Sutton Place Investors LLC | 6,603 | $555.0K | 0.64% | +6,603 | New |
| Bragg Financial Advisors, Inc | 7,654 | $558.0K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,657 | $560.0K | 0.08% | +311+4.9% | Added |
| Keystone Financial Services | 6,732 | $566.0K | 0.29% | +6,732 | New |
| ASB Consultores, LLC | 6,733 | $566.0K | 0.28% | +6,733 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,771 | $570.0K | 0.11% | +450+7.1% | Added |
| Hollencrest Capital Management | 6,793 | $571.0K | 0.04% | +49+0.7% | Added |
| Strategic Blueprint, LLC | 6,796 | $572.0K | 0.07% | −187−2.7% | Reduced |
| Pittenger & Anderson Inc | 6,807 | $572.0K | 0.03% | +4,312+172.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 6,831 | $574.0K | 0.11% | +3,531+107.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,786 | $575.0K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,850 | $576.0K | 0.10% | +731+11.9% | Added |
| FinTrust Capital Advisors, LLC | 6,929 | $583.0K | 0.14% | +1,804+35.2% | Added |
| Veracity Capital LLC | 6,950 | $584.0K | 0.23% | +1,659+31.4% | Added |
| Ropes Wealth Advisors LLC | 6,969 | $586.0K | 0.10% | −16,169−69.9% | Reduced |
| Quest Capital Management Inc | 6,965 | $586.0K | 0.10% | −9−0.1% | Reduced |
| GFG Capital, LLC | 6,966 | $586.0K | 0.18% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,986 | $588.0K | 0.03% | +940+15.5% | Added |
| First Dallas Securities Inc. | 7,050 | $593.0K | 0.39% | −1,250−15.1% | Reduced |
| Polaris Wealth Advisory Group, LLC | 7,118 | $599.0K | 0.03% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,141 | $601.0K | 0.10% | +20.0% | Added |
| AXS Investments LLC | 7,145 | $601.0K | 0.14% | +7,145 | New |
| Orca Investment Management, LLC | 7,200 | $606.0K | 0.50% | −349−4.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,245 | $609.0K | 0.06% | −101−1.4% | Reduced |
| BBR Partners, LLC | 7,265 | $611.0K | 0.07% | −308−4.1% | Reduced |
| Garrison Point Advisors, LLC | 7,290 | $613.0K | 0.41% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,342 | $617.0K | 0.02% | +3,151+75.2% | Added |
| Cavalier Investments, LLC | 7,373 | $620.0K | 0.16% | +7,373 | New |
| Choate Investment Advisors | 7,411 | $624.0K | 0.04% | +7,411 | New |
| Wolverine Trading, LLC | 7,406 | $626.0K | 0.01% | −39,098−84.1% | Reduced |
| Clearstead Advisors, LLC | 7,504 | $631.0K | 0.04% | +399+5.6% | Added |
| RNC Capital Management LLC | 7,518 | $632.0K | 0.03% | +7,518 | New |
| Two Sigma Securities, LLC | 7,524 | $633.0K | 0.12% | −4,898−39.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,557 | $636.0K | 0.07% | +40+0.5% | Added |
| Proficio Capital Partners LLC | 7,565 | $636.0K | 0.09% | +182+2.5% | Added |
| Ashton Thomas Private Wealth, LLC | 7,602 | $639.3K | 0.06% | +391+5.4% | Added |
| Johnson Financial Group, Inc. | 7,623 | $641.0K | 0.04% | +3,919+105.8% | Added |
| Axiom Investment Management LLC | 7,667 | $645.0K | 0.63% | +4+0.1% | Added |
| Balentine LLC | 7,681 | $646.0K | 0.02% | +1,591+26.1% | Added |
| GSB Wealth Management, LLC | 7,710 | $648.0K | 0.19% | +410+5.6% | Added |
| Trust Co of Virginia | 7,700 | $648.0K | 0.06% | +4,475+138.8% | Added |
| Bellwether Advisors, LLC | 7,760 | $652.0K | 0.20% | +7,660+7,660.0% | Added |
| Edgestream Partners, L.P. | 7,772 | $654.0K | 0.04% | −48,993−86.3% | Reduced |
| TCI Wealth Advisors, Inc. | 7,798 | $656.0K | 0.10% | +1,276+19.6% | Added |
| Ninety One SA (PTY) Ltd | 7,808 | $657.0K | 0.19% | −1,219−13.5% | Reduced |
| Atticus Wealth Management, LLC | 7,880 | $663.0K | 0.26% | +1,947+32.8% | Added |
| Latitude Advisors, LLC | 7,910 | $665.0K | 0.19% | −577−6.8% | Reduced |
| Albion Financial Group | 7,932 | $667.0K | 0.05% | +122+1.6% | Added |
| Edgewood Management LLC | 7,960 | $669.0K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,964 | $670.0K | 0.01% | +4,303+117.5% | Added |
| Belpointe Asset Management LLC | 8,020 | $674.0K | 0.04% | +1,371+20.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,025 | $675.0K | 0.09% | +3,535+78.7% | Added |
| Cubist Systematic Strategies, LLC | 8,041 | $676.0K | 0.01% | +20+0.2% | Added |
| Boston Financial Mangement LLC | 8,054 | $677.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 7,400 | $679.0K | 0.01% | +7,400 | New |
| Apollon Wealth Management, LLC | 8,215 | $691.0K | 0.06% | +2,081+33.9% | Added |
| Wealthsource Partners, LLC | 8,219 | $691.0K | 0.06% | +2,870+53.7% | Added |
| Avantax Advisory Services, Inc. | 8,244 | $694.0K | 0.01% | +2,466+42.7% | Added |
| DAGCO, Inc. | 8,280 | $696.0K | 0.27% | −270−3.2% | Reduced |
| Barings LLC | 8,427 | $708.0K | 0.02% | +1,519+22.0% | Added |
| Enlightenment Research, LLC | 8,600 | $723.0K | 1.03% | +1,900+28.4% | Added |
| 44 Wealth Management LLC | 8,603 | $724.0K | 0.25% | −100−1.1% | Reduced |
| Glenview Trust Co | 8,670 | $729.0K | 0.02% | +5,500+173.5% | Added |
| McDonald Partners LLC | 8,700 | $731.7K | 0.68% | +8,700 | New |
| Absolute Capital Management, LLC | 8,700 | $731.7K | 0.68% | +8,700 | New |
| Archford Capital Strategies, LLC | 8,744 | $735.0K | 0.17% | +444+5.3% | Added |
| Fox Run Management, L.L.C. | 8,741 | $735.0K | 0.43% | +8,741 | New |
| Fukoku Mutual Life Insurance Co | 8,750 | $736.0K | 0.05% | −12,690−59.2% | Reduced |
| Monograph Wealth Advisors, LLC | 8,813 | $741.0K | 0.19% | +8,813 | New |
| Riverwater Partners LLC | 8,813 | $741.0K | 0.66% | +8,813 | New |
| National Bank of Canada | 8,885 | $747.0K | 0.00% | +8,885 | New |
| Sciencast Management LP | 8,402 | $751.0K | 0.13% | +1,470+21.2% | Added |
| Mizuho Markets Cayman LP | 8,932 | $751.0K | 0.08% | +1,825+25.7% | Added |
| Empowered Funds, LLC | 8,929 | $751.0K | 0.08% | +8,929 | New |