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 27 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Ironwood Financial, llc | 9,111 | $766.0K | 0.21% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 9,090 | $765.0K | 0.03% | +1,727+23.5% | Added |
| Cozad Asset Management Inc | 9,066 | $762.0K | 0.11% | −880−8.8% | Reduced |
| Clear Street Markets LLC | 8,958 | $753.0K | 0.07% | +8,958 | 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 |
| National Bank of Canada | 8,885 | $747.0K | 0.00% | +8,885 | New |
| 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 |
| Fukoku Mutual Life Insurance Co | 8,750 | $736.0K | 0.05% | −12,690−59.2% | Reduced |
| 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 |
| 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 |
| Glenview Trust Co | 8,670 | $729.0K | 0.02% | +5,500+173.5% | Added |
| 44 Wealth Management LLC | 8,603 | $724.0K | 0.25% | −100−1.1% | Reduced |
| Enlightenment Research, LLC | 8,600 | $723.0K | 1.03% | +1,900+28.4% | Added |
| Barings LLC | 8,427 | $708.0K | 0.02% | +1,519+22.0% | Added |
| DAGCO, Inc. | 8,280 | $696.0K | 0.27% | −270−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 8,244 | $694.0K | 0.01% | +2,466+42.7% | Added |
| 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 |
| Brookstone Capital Management | 7,400 | $679.0K | 0.01% | +7,400 | New |
| Boston Financial Mangement LLC | 8,054 | $677.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 8,041 | $676.0K | 0.01% | +20+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,025 | $675.0K | 0.09% | +3,535+78.7% | Added |
| Belpointe Asset Management LLC | 8,020 | $674.0K | 0.04% | +1,371+20.6% | Added |
| Great Lakes Advisors, LLC | 7,964 | $670.0K | 0.01% | +4,303+117.5% | Added |
| Edgewood Management LLC | 7,960 | $669.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7,932 | $667.0K | 0.05% | +122+1.6% | Added |
| Latitude Advisors, LLC | 7,910 | $665.0K | 0.19% | −577−6.8% | Reduced |
| Atticus Wealth Management, LLC | 7,880 | $663.0K | 0.26% | +1,947+32.8% | Added |
| Ninety One SA (PTY) Ltd | 7,808 | $657.0K | 0.19% | −1,219−13.5% | Reduced |
| TCI Wealth Advisors, Inc. | 7,798 | $656.0K | 0.10% | +1,276+19.6% | Added |
| Edgestream Partners, L.P. | 7,772 | $654.0K | 0.04% | −48,993−86.3% | Reduced |
| Bellwether Advisors, LLC | 7,760 | $652.0K | 0.20% | +7,660+7,660.0% | 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 |
| Balentine LLC | 7,681 | $646.0K | 0.02% | +1,591+26.1% | Added |
| Axiom Investment Management LLC | 7,667 | $645.0K | 0.63% | +4+0.1% | Added |
| Johnson Financial Group, Inc. | 7,623 | $641.0K | 0.04% | +3,919+105.8% | Added |
| Ashton Thomas Private Wealth, LLC | 7,602 | $639.3K | 0.06% | +391+5.4% | Added |
| 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 |
| Two Sigma Securities, LLC | 7,524 | $633.0K | 0.12% | −4,898−39.4% | Reduced |
| RNC Capital Management LLC | 7,518 | $632.0K | 0.03% | +7,518 | New |
| Clearstead Advisors, LLC | 7,504 | $631.0K | 0.04% | +399+5.6% | Added |
| Wolverine Trading, LLC | 7,406 | $626.0K | 0.01% | −39,098−84.1% | Reduced |
| Choate Investment Advisors | 7,411 | $624.0K | 0.04% | +7,411 | New |
| Cavalier Investments, LLC | 7,373 | $620.0K | 0.16% | +7,373 | New |
| Integrated Wealth Concepts LLC | 7,342 | $617.0K | 0.02% | +3,151+75.2% | Added |
| Garrison Point Advisors, LLC | 7,290 | $613.0K | 0.41% | 00.0% | Unchanged |
| BBR Partners, LLC | 7,265 | $611.0K | 0.07% | −308−4.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,245 | $609.0K | 0.06% | −101−1.4% | Reduced |
| Orca Investment Management, LLC | 7,200 | $606.0K | 0.50% | −349−4.6% | Reduced |
| Waddell & Associates, LLC | 7,141 | $601.0K | 0.10% | +20.0% | Added |
| AXS Investments LLC | 7,145 | $601.0K | 0.14% | +7,145 | New |
| Polaris Wealth Advisory Group, LLC | 7,118 | $599.0K | 0.03% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,050 | $593.0K | 0.39% | −1,250−15.1% | Reduced |
| Angeles Investment Advisors, LLC | 6,986 | $588.0K | 0.03% | +940+15.5% | 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 |
| Veracity Capital LLC | 6,950 | $584.0K | 0.23% | +1,659+31.4% | Added |
| FinTrust Capital Advisors, LLC | 6,929 | $583.0K | 0.14% | +1,804+35.2% | Added |
| LVW Advisors, LLC | 6,850 | $576.0K | 0.10% | +731+11.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,786 | $575.0K | 0.04% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6,831 | $574.0K | 0.11% | +3,531+107.0% | 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 |
| Hollencrest Capital Management | 6,793 | $571.0K | 0.04% | +49+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,771 | $570.0K | 0.11% | +450+7.1% | 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 |
| Main Street Financial Solutions, LLC | 6,657 | $560.0K | 0.08% | +311+4.9% | Added |
| Bragg Financial Advisors, Inc | 7,654 | $558.0K | 0.04% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 6,603 | $555.0K | 0.64% | +6,603 | New |
| Balasa Dinverno & Foltz LLC | 6,593 | $554.0K | 0.04% | −10.0% | Reduced |
| Vista Private Wealth Partners. LLC | 6,457 | $552.0K | 0.21% | +1,021+18.8% | Added |
| Plante Moran Financial Advisors, LLC | 6,557 | $551.0K | 0.09% | +51+0.8% | Added |
| American Money Management, LLC | 6,533 | $549.0K | 0.14% | +682+11.7% | Added |
| 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 |
| 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 |
| Bank of the West | 6,454 | $543.0K | 0.05% | −173−2.6% | Reduced |
| Fayez Sarofim & Co | 6,391 | $537.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Freestone Capital Holdings, LLC | 6,309 | $531.0K | 0.02% | +3,564+129.8% | Added |
| Chilton Capital Management LLC | 6,284 | $528.0K | 0.03% | −1,606−20.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,254 | $526.0K | 0.05% | +2,495+66.4% | Added |
| Tompkins Financial Corp | 6,235 | $524.0K | 0.09% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,197 | $521.0K | 0.06% | +6,197 | New |
| Sigma Planning Corp | 6,184 | $520.0K | 0.01% | −39−0.6% | Reduced |