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 28 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 |
|---|---|---|---|---|---|
| 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 |
| Davidson Investment Advisors | 6,175 | $519.0K | 0.04% | −150−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 6,145 | $517.0K | 0.02% | +484+8.5% | Added |
| TAGStone Capital, Inc. | 6,153 | $517.0K | 0.43% | +6,153 | New |
| Harbour Investments, Inc. | 6,132 | $516.0K | 0.03% | −2,344−27.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,120 | $515.0K | 0.04% | +860+16.3% | Added |
| Wintrust Investments LLC | 6,114 | $514.0K | 0.05% | −300−4.7% | Reduced |
| 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 |
| Family Legacy, Inc. | 5,321 | $500.0K | 0.20% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,898 | $496.0K | 0.04% | +108+1.9% | Added |
| Pointe Capital Management LLC | 5,889 | $495.0K | 0.31% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 5,877 | $494.0K | 0.43% | +5,877 | New |
| Mutual Advisors, LLC | 5,866 | $493.0K | 0.03% | +191+3.4% | Added |
| Ossiam | 5,834 | $491.0K | 0.01% | −11,038−65.4% | Reduced |
| Personal Cfo Solutions, LLC | 5,825 | $490.0K | 0.09% | −280−4.6% | Reduced |
| Essex LLC | 5,795 | $487.0K | 0.13% | −10,077−63.5% | 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 |
| CNB Bank | 5,765 | $485.0K | 0.27% | −25−0.4% | Reduced |
| Nicolet Bankshares Inc | 5,760 | $484.0K | 0.11% | −1,000−14.8% | Reduced |
| Beach Investment Counsel Inc | 5,740 | $483.0K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,717 | $482.0K | 0.08% | +4,551+390.3% | Added |
| Court Place Advisors, LLC | 5,700 | $479.0K | 0.13% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,693 | $478.8K | 0.04% | −374−6.2% | Reduced |
| State of Wyoming | 5,676 | $477.0K | 0.22% | +812+16.7% | Added |
| Principle Wealth Partners LLC | 5,664 | $476.0K | 0.05% | +124+2.2% | Added |
| J. L. Bainbridge & Co., Inc. | 5,601 | $471.0K | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 5,577 | $469.0K | 0.03% | +306+5.8% | 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 |
| Berkshire Asset Management LLC | 5,555 | $467.0K | 0.03% | +150+2.8% | Added |
| Anchor Investment Management, LLC | 5,540 | $465.9K | 0.06% | +1,386+33.4% | Added |
| West Coast Financial LLC | 5,512 | $464.0K | 0.07% | −284−4.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,508 | $463.0K | 0.23% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 5,495 | $462.0K | 0.39% | +5,495 | New |
| 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 |
| Savant Capital, LLC | 5,403 | $455.0K | 0.01% | −3,810−41.4% | Reduced |
| Traynor Capital Management, Inc. | 5,409 | $454.0K | 0.05% | +20.0% | Added |
| Integrated Investment Consultants, LLC | 5,354 | $450.0K | 0.12% | +2,181+68.7% | Added |
| Marks Group Wealth Management, Inc | 5,326 | $448.0K | 0.05% | +149+2.9% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $446.0K | 0.26% | −4,000−43.0% | Reduced |
| 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 |
| Aberdeen Wealth Management LLC | 5,231 | $440.0K | 0.29% | +251+5.0% | Added |
| Diligent Investors, LLC | 5,183 | $436.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| 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 |
| Equitable Trust Co | 5,146 | $433.0K | 0.03% | +493+10.6% | Added |
| Baldwin Investment Management, LLC | 5,120 | $431.0K | 0.11% | −10−0.2% | Reduced |
| Desjardins Global Asset Management Inc. | 5,120 | $430.0K | 0.04% | +5,120 | New |
| Bluefin Capital Management, LLC | 5,100 | $429.0K | 0.03% | +5,100 | New |
| Park Avenue Securities LLC | 5,095 | $428.0K | 0.01% | +291+6.1% | Added |
| Davis R M Inc | 5,074 | $427.0K | 0.01% | −90−1.7% | Reduced |
| 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 |
| Difesa Capital Management, LP | 5,000 | $421.0K | 0.30% | +5,000 | New |
| Ritholtz Wealth Management | 4,994 | $420.0K | 0.03% | +2,145+75.3% | Added |
| Dynamic Advisor Solutions LLC | 4,988 | $419.0K | 0.03% | −3−0.1% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 4,827 | $405.9K | 0.01% | +689+16.7% | Added |
| First Horizon Advisors, Inc. | 4,812 | $405.0K | 0.01% | +192+4.2% | Added |
| Jeppson Wealth Management, LLC | 4,779 | $402.0K | 0.19% | −50−1.0% | Reduced |
| CenterBook Partners LP | 4,769 | $401.0K | 0.24% | +4,769 | New |
| Delta Financial Advisors LLC | 4,745 | $399.0K | 0.16% | 00.0% | Unchanged |
| Investment House LLC | 4,729 | $398.0K | 0.03% | +100+2.2% | Added |
| Claro Advisors LLC | 4,720 | $397.0K | 0.14% | +159+3.5% | Added |
| 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 |
| Regatta Capital Group, LLC | 4,697 | $395.0K | 0.14% | +4,697 | New |
| Fisher Asset Management, LLC | 4,665 | $392.0K | 0.00% | +4,665 | New |
| Cardiff Park Advisors, LLC | 4,644 | $391.0K | 0.05% | +4,644 | New |
| Wealthcare Advisory Partners LLC | 4,641 | $390.0K | 0.02% | −13−0.3% | Reduced |
| Operose Advisors LLC | 4,610 | $388.0K | 0.32% | +4,610 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| SeaCrest Wealth Management, LLC | 4,485 | $377.0K | 0.04% | −25−0.6% | Reduced |
| Azimuth Capital Management LLC | 4,432 | $373.0K | 0.02% | 00.0% | Unchanged |