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 | 2,173 | $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 |
|---|---|---|---|---|---|
| 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 |
| Affinity Capital Advisors, LLC | 4,407 | $371.0K | 0.11% | +533+13.8% | Added |
| Abbrea Capital, LLC | 4,373 | $368.0K | 0.05% | +294+7.2% | Added |
| Connacht Asset Management LP | 4,361 | $367.0K | 0.42% | −8,848−67.0% | Reduced |
| Cypress Wealth Services, LLC | 4,358 | $367.0K | 0.10% | +108+2.5% | Added |
| Sonora Investment Management Group, LLC | 4,361 | $367.0K | 0.04% | +4,361 | New |
| Highland Private Wealth Management | 4,339 | $365.0K | 0.05% | +239+5.8% | Added |
| First Affirmative Financial Network | 4,314 | $363.0K | 0.33% | +363+9.2% | Added |
| Gladstone Institutional Advisory LLC | 4,321 | $363.0K | 0.03% | +1,214+39.1% | Added |
| Geller Advisors LLC | 4,306 | $362.0K | 0.07% | −12−0.3% | Reduced |
| Alpha Paradigm Partners, LLC | 4,299 | $362.0K | 0.15% | +4,299 | New |
| Old Mission Investment Co LLC | 4,275 | $359.5K | 0.13% | −19−0.4% | Reduced |
| Defined Wealth Management, LLC | 4,267 | $359.0K | 0.29% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,215 | $354.0K | 0.02% | −300−6.6% | Reduced |
| Index Fund Advisors, Inc. | 4,214 | $354.0K | 0.03% | +4,214 | New |
| Badgley Phelps Wealth Managers, LLC | 4,196 | $353.0K | 0.01% | +113+2.8% | Added |
| Purus Wealth Management, LLC | 4,199 | $353.0K | 0.22% | +4,199 | New |
| Integrated Advisors Network LLC | 4,183 | $352.0K | 0.02% | +864+26.0% | Added |
| Trail Ridge Investment Advisors, LLC | 4,180 | $352.0K | 0.21% | +4,180 | New |
| Institute for Wealth Management, LLC. | 4,159 | $350.0K | 0.06% | +127+3.1% | Added |
| Jump Financial, LLC | 4,158 | $349.0K | 0.02% | +4,158 | New |
| Cambridge Trust Co | 4,121 | $347.0K | 0.01% | +715+21.0% | Added |
| Bridgefront Capital, LLC | 4,131 | $347.0K | 0.34% | +4,131 | New |
| Bremer Bank National Association | 4,109 | $346.0K | 0.06% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,108 | $346.0K | 0.02% | +4,108 | New |
| Sutton Wealth Advisors Inc. | 4,112 | $345.8K | 0.12% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 4,100 | $345.0K | 0.31% | −400−8.9% | Reduced |
| Van Strum & Towne Inc. | 4,100 | $345.0K | 0.13% | −100−2.4% | Reduced |
| Ascent Group, LLC | 3,871 | $345.0K | 0.04% | +3,871 | New |
| Sanders Morris Harris LLC | 4,000 | $342.0K | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,059 | $341.0K | 0.01% | −758−15.7% | Reduced |
| Childress Capital Advisors, LLC | 4,048 | $340.0K | 0.14% | +379+10.3% | Added |
| Hamel Associates, Inc. | 4,040 | $340.0K | 0.12% | +615+18.0% | Added |
| Lebenthal Global Advisors, LLC | 4,029 | $338.0K | 0.14% | −6,078−60.1% | Reduced |
| 9258 Wealth Management, LLC | 4,024 | $338.0K | 0.08% | +371+10.2% | Added |
| Triad Investment Management | 4,005 | $337.0K | 0.31% | +4,005 | New |
| Wisconsin Capital Management LLC | 4,000 | $336.0K | 0.14% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $336.0K | 0.08% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,967 | $334.0K | 0.07% | −155−3.8% | Reduced |
| Laffer Tengler Investments | 3,962 | $333.2K | 0.10% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3,962 | $333.0K | 0.10% | −630−13.7% | Reduced |
| HBK Investments L P | 3,937 | $331.0K | 0.01% | +3,937 | New |
| Grandfield & Dodd, LLC | 3,961 | $330.0K | 0.02% | +76+2.0% | Added |
| Kathleen S. Wright Associates Inc. | 3,908 | $329.0K | 0.24% | +3,908 | New |
| Redhawk Wealth Advisors, Inc. | 3,900 | $328.0K | 0.08% | +3,900 | New |
| Moneta Group Investment Advisors LLC | 3,876 | $326.0K | 0.01% | +622+19.1% | Added |
| South Shore Capital Advisors | 3,870 | $325.0K | 0.53% | +3,870 | New |
| Evanson Asset Management, LLC | 3,858 | $324.0K | 0.03% | −236−5.8% | Reduced |
| Gould Asset Management LLC | 3,827 | $322.0K | 0.09% | 00.0% | Unchanged |
| Parkside Advisors LLC | 3,830 | $322.0K | 0.10% | 00.0% | Unchanged |
| Carson Advisory Inc. | 3,803 | $320.0K | 0.32% | +3,803 | New |
| St Germain D J Co Inc | 3,792 | $319.0K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,774 | $317.0K | 0.02% | +363+10.6% | Added |
| Founders Capital Management | 3,750 | $315.0K | 0.20% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 3,738 | $314.0K | 0.03% | −2,183−36.9% | Reduced |
| Atlas Private Wealth Management | 3,731 | $314.0K | 0.18% | −1,117−23.0% | Reduced |
| Knightsbridge Asset Management, LLC | 3,720 | $313.0K | 0.10% | −498−11.8% | Reduced |
| Souders Financial Advisors | 3,690 | $310.0K | 0.09% | +10.0% | Added |
| CX Institutional | 3,689 | $310.0K | 0.02% | +452+14.0% | Added |
| Forte Capital LLC | 3,672 | $309.0K | 0.04% | −32−0.9% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $308.0K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,656 | $307.0K | 0.01% | −745−16.9% | Reduced |
| Virtu Financial LLC | 3,649 | $307.0K | 0.03% | +3,649 | New |
| RMB Capital Management, LLC | 3,633 | $306.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,637 | $306.0K | 0.00% | +3,040+509.2% | Added |
| WNY Asset Management, LLC | 3,628 | $305.0K | 0.09% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,615 | $304.0K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,599 | $303.0K | 0.03% | +61+1.7% | Added |
| Eastern Bank | 3,595 | $302.0K | 0.01% | −40−1.1% | Reduced |
| Capital Investment Advisors, LLC | 3,596 | $302.0K | 0.01% | +8+0.2% | Added |
| Crawford Investment Counsel Inc | 3,590 | $302.0K | 0.01% | +66+1.9% | Added |
| Yorktown Management & Research Co Inc | 3,575 | $301.0K | 0.20% | −650−15.4% | Reduced |
| Carlson Capital Management | 3,578 | $301.0K | 0.03% | −352−9.0% | Reduced |
| Sigma Investment Counselors Inc | 3,574 | $301.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Management | 3,568 | $300.0K | 0.02% | +218+6.5% | Added |
| Boyar Asset Management Inc. | 3,550 | $299.0K | 0.18% | +200+6.0% | Added |
| Brighton Jones LLC | 3,540 | $298.0K | 0.01% | +236+7.1% | Added |
| Financial Enhancement Group LLC | 3,511 | $295.0K | 0.05% | +404+13.0% | Added |
| HB Wealth Management, LLC | 3,510 | $295.0K | 0.01% | +3,510 | New |
| Equius Partners, Inc. | 3,500 | $294.0K | 0.12% | +3,500 | New |
| Sunflower Bank, N.A. | 3,479 | $293.0K | 0.04% | −366−9.5% | Reduced |
| StoneX Group Inc. | 3,477 | $292.4K | 0.03% | +3,477 | New |
| LCM Capital Management Inc | 3,472 | $292.0K | 0.23% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,474 | $292.0K | 0.01% | +158+4.8% | Added |
| Alpha Cubed Investments, LLC | 3,425 | $288.0K | 0.02% | +415+13.8% | Added |
| Vantage Consulting Group Inc | 3,418 | $287.0K | 0.08% | −199−5.5% | Reduced |
| CWS Financial Advisors, LLC | 3,409 | $287.0K | 0.10% | +3,409 | New |
| Syntax Advisors, LLC | 3,418 | $287.0K | 0.21% | +3,418 | New |
| Mystic Asset Management, Inc. | 3,418 | $287.0K | 0.14% | +3,418 | New |
| Menard Financial Group LLC | 3,392 | $285.0K | 0.23% | +3,392 | New |
| Providence Capital Advisors, LLC | 3,371 | $284.0K | 0.08% | −1,240−26.9% | Reduced |
| Beaumont Financial Partners, LLC | 3,365 | $283.0K | 0.02% | +41+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,352 | $282.0K | 0.05% | −270−7.5% | Reduced |
| Little House Capital LLC | 3,349 | $282.0K | 0.15% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,345 | $281.0K | 0.01% | +3,345 | New |
| CKW Financial Group | 3,300 | $280.0K | 0.04% | −200−5.7% | Reduced |
| E Fund Management Co., Ltd. | 3,312 | $279.0K | 0.01% | +41+1.3% | Added |
| Wedmont Private Capital | 2,985 | $279.0K | 0.09% | +2,985 | New |
| First International Bank & Trust | 3,324 | $279.0K | 0.10% | +3,324 | New |