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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 8,958 | $753.0K | 0.07% | +8,958 | New |
| Cozad Asset Management Inc | 9,066 | $762.0K | 0.11% | −880−8.8% | Reduced |
| Kingsview Wealth Management, LLC | 9,090 | $765.0K | 0.03% | +1,727+23.5% | Added |
| Ironwood Financial, llc | 9,111 | $766.0K | 0.21% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 9,142 | $769.0K | 0.02% | −1,334−12.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 9,148 | $769.0K | 0.06% | +1,220+15.4% | Added |
| Smith, Moore & Co. | 9,168 | $771.0K | 0.11% | +333+3.8% | Added |
| Vestmark Advisory Solutions, Inc. | 9,181 | $772.0K | 0.04% | +45+0.5% | Added |
| Cannell Peter B & Co Inc | 9,346 | $786.0K | 0.02% | +200+2.2% | Added |
| Symmetry Partners, LLC | 9,408 | $791.0K | 0.05% | −5,735−37.9% | Reduced |
| Kestra Private Wealth Services, LLC | 9,408 | $791.0K | 0.04% | +452+5.0% | Added |
| Inverness Counsel LLC | 9,430 | $793.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9,434 | $793.0K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 9,431 | $793.1K | 0.12% | +169+1.8% | Added |
| Navalign, LLC | 9,442 | $794.0K | 0.32% | −176−1.8% | Reduced |
| Landscape Capital Management, L.L.C. | 9,479 | $797.0K | 0.11% | +4,304+83.2% | Added |
| Stony Point Wealth Management Inc. | 9,520 | $801.0K | 0.42% | +829+9.5% | Added |
| FineMark National Bank & Trust | 9,538 | $802.0K | 0.03% | −71−0.7% | Reduced |
| Concentric Wealth Management, LLC | 9,553 | $803.0K | 0.23% | −73−0.8% | Reduced |
| Pitcairn Co | 9,598 | $807.0K | 0.05% | −50−0.5% | Reduced |
| Fulton Bank, N.A. | 9,595 | $807.0K | 0.04% | +158+1.7% | Added |
| Lido Advisors, LLC | 9,653 | $811.0K | 0.02% | +2,045+26.9% | Added |
| Intrust Bank NA | 9,667 | $813.0K | 0.10% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 9,798 | $824.0K | 0.02% | −306−3.0% | Reduced |
| Logan Capital Management Inc | 9,831 | $827.0K | 0.04% | +102+1.0% | Added |
| Waldron Private Wealth LLC | 9,891 | $831.0K | 0.04% | +10.0% | Added |
| SNS Financial Group, LLC | 9,947 | $837.0K | 0.10% | −253−2.5% | Reduced |
| Hall Capital Management Co Inc | 9,994 | $840.0K | 0.48% | +2,856+40.0% | Added |
| Compass Advisory Group LLC | 10,000 | $841.0K | 0.45% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 10,074 | $847.0K | 0.03% | +1,094+12.2% | Added |
| Greatmark Investment Partners, Inc. | 10,102 | $850.0K | 0.14% | 00.0% | Unchanged |
| Engine No. 1 LLC | 10,289 | $865.0K | 0.18% | +2,204+27.3% | Added |
| Chicago Partners Investment Group LLC | 9,916 | $870.0K | 0.06% | −1,894−16.0% | Reduced |
| Voya Financial Advisors, Inc. | 10,372 | $876.0K | 0.10% | +1,016+10.9% | Added |
| Sequoia Financial Advisors, LLC | 10,416 | $876.0K | 0.02% | +10,416 | New |
| IFP Advisors, Inc | 10,375 | $887.0K | 0.02% | +428+4.3% | Added |
| Arkadios Wealth Advisors | 10,568 | $889.0K | 0.12% | −233−2.2% | Reduced |
| ETF Managers Group, LLC | 10,521 | $889.0K | 0.02% | +501+5.0% | Added |
| Kovack Advisors, Inc. | 10,568 | $889.0K | 0.09% | +520+5.2% | Added |
| Kiley Juergens Wealth Management, LLC | 10,620 | $893.0K | 0.34% | −97−0.9% | Reduced |
| Diversified Trust Co | 10,689 | $899.0K | 0.03% | +1,145+12.0% | Added |
| DCM Advisors, LLC | 10,714 | $901.0K | 0.27% | −5,033−32.0% | Reduced |
| Coldstream Capital Management Inc | 10,718 | $901.0K | 0.03% | +10,718 | New |
| Coastal Investment Advisors, Inc. | 10,723 | $902.0K | 0.20% | −714−6.2% | Reduced |
| Osborne Partners Capital Management, LLC | 10,738 | $903.0K | 0.07% | 00.0% | Unchanged |
| Hardy Reed LLC | 10,827 | $911.0K | 0.15% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 10,899 | $917.0K | 0.20% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 10,911 | $918.0K | 0.12% | +227+2.1% | Added |
| Apriem Advisors | 10,968 | $922.0K | 0.13% | −200−1.8% | Reduced |
| Violich Capital Management, Inc. | 10,980 | $923.0K | 0.13% | +65+0.6% | Added |
| Summit Trail Advisors, LLC | 10,969 | $923.0K | 0.06% | +10,969 | New |
| Morse Asset Management, Inc | 11,000 | $925.0K | 0.21% | +1,000+10.0% | Added |
| Cookson Peirce & Co Inc | 11,012 | $926.0K | 0.05% | −1,271−10.3% | Reduced |
| TCTC Holdings, LLC | 11,020 | $926.0K | 0.04% | 00.0% | Unchanged |
| Fractal Investments LLC | 11,041 | $929.0K | 0.32% | +11,041 | New |
| Federated Hermes, Inc. | 11,165 | $939.0K | 0.00% | +824+8.0% | Added |
| Loveless Wealth Management LLC | 11,250 | $946.0K | 0.52% | +890+8.6% | Added |
| Canvas Wealth Advisors, LLC | 11,261 | $947.0K | 0.34% | +1,166+11.6% | Added |
| Horizon Investments, LLC | 11,414 | $958.0K | 0.03% | +526+4.8% | Added |
| Clean Yield Group | 11,530 | $970.0K | 0.32% | −250−2.1% | Reduced |
| Patriot Investment Management Inc. | 11,550 | $971.0K | 0.08% | +745+6.9% | Added |
| Summit Asset Management, LLC | 11,587 | $974.0K | 0.28% | +45+0.4% | Added |
| Private Ocean, LLC | 11,667 | $981.0K | 0.11% | +1,918+19.7% | Added |
| Powell Investment Advisors, LLC | 11,714 | $985.0K | 0.56% | 00.0% | Unchanged |
| IMS Capital Management | 11,730 | $986.0K | 0.51% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 11,721 | $986.0K | 0.47% | +11,721 | New |
| Burns Matteson Capital Management, LLC | 11,777 | $990.4K | 0.67% | +722+6.5% | Added |
| Systematic Alpha Investments, LLC | 11,901 | $1.00M | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 11,934 | $1.00M | 0.61% | −745−5.9% | Reduced |
| MBB Public Markets I LLC | 11,962 | $1.01M | 0.02% | +11,962 | New |
| Quadrant Capital Group LLC | 12,010 | $1.01M | 0.12% | +859+7.7% | Added |
| Centiva Capital, LP | 12,013 | $1.01M | 0.07% | +12,013 | New |
| Hyperion Asset Management Ltd | 12,290 | $1.03M | 0.04% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 11,702 | $1.04M | 0.41% | −828−6.6% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 12,366 | $1.04M | 0.60% | −59−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 12,405 | $1.04M | 0.01% | −63−0.5% | Reduced |
| CAPROCK Group, Inc. | 12,495 | $1.05M | 0.09% | +1,469+13.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,524 | $1.05M | 0.17% | +5,580+80.4% | Added |
| Bordeaux Wealth Advisors LLC | 12,531 | $1.05M | 0.49% | +12,531 | New |
| Semmax Financial Advisors Inc. | 12,575 | $1.06M | 0.39% | −3,324−20.9% | Reduced |
| West Financial Advisors, LLC | 12,600 | $1.06M | 0.28% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,662 | $1.06M | 0.07% | −6,500−33.9% | Reduced |
| Forum Financial Management, LP | 12,731 | $1.07M | 0.06% | +12,731 | New |
| HCR Wealth Advisors | 12,793 | $1.08M | 0.17% | −703−5.2% | Reduced |
| Grove Bank & Trust | 12,842 | $1.08M | 0.21% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,849 | $1.08M | 0.03% | +2,800+27.9% | Added |
| Sun Life Financial INC | 12,896 | $1.08M | 0.04% | +702+5.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,925 | $1.09M | 0.09% | −1,065−7.6% | Reduced |
| Occudo Quantitative Strategies LP | 12,992 | $1.09M | 0.10% | −421−3.1% | Reduced |
| Miracle Mile Advisors, LLC | 13,014 | $1.09M | 0.04% | +6,502+99.8% | Added |
| Lake Street Advisors Group, LLC | 13,031 | $1.10M | 0.07% | +133+1.0% | Added |
| Cascade Investment Advisors, Inc. | 13,060 | $1.10M | 0.64% | −420−3.1% | Reduced |
| Capital Advisors Inc | 13,063 | $1.10M | 0.03% | +251+2.0% | Added |
| Metis Global Partners, LLC | 13,148 | $1.11M | 0.31% | +13,148 | New |
| Kaizen Financial Strategies | 13,250 | $1.11M | 0.83% | −1,195−8.3% | Reduced |
| Clarius Group, LLC | 13,272 | $1.12M | 0.09% | +568+4.5% | Added |
| KB Financial Partners, LLC | 13,294 | $1.12M | 0.32% | +5,258+65.4% | Added |
| Evermay Wealth Management LLC | 13,423 | $1.13M | 0.20% | +8,197+156.9% | Added |
| Trust Asset Management LLC | 13,452 | $1.13M | 0.14% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,490 | $1.14M | 0.13% | +375+2.9% | Added |