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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 22,085 | $1.87M | 0.11% | +13,055+144.6% | Added |
| Fosun International Ltd | 21,900 | $1.86M | 0.11% | −6,500−22.9% | Reduced |
| Beacon Financial Group | 21,696 | $1.86M | 0.24% | −177−0.8% | Reduced |
| Central Bank & Trust Co | 22,086 | $1.86M | 0.29% | −15−0.1% | Reduced |
| NEXT Financial Group, Inc | 22,067 | $1.86M | 0.12% | +1,759+8.7% | Added |
| Unigestion Holding SA | 21,884 | $1.84M | 0.07% | −288−1.3% | Reduced |
| Letko, Brosseau & Associates Inc | 21,846 | $1.84M | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 21,776 | $1.83M | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 21,550 | $1.81M | 0.03% | −4,287−16.6% | Reduced |
| Linker Capital Management Inc. | 21,477 | $1.81M | 1.74% | +21,477 | New |
| Leisure Capital Management | 21,238 | $1.79M | 0.82% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 21,150 | $1.78M | 1.26% | +21,150 | New |
| Clifford Swan Investment Counsel LLC | 20,946 | $1.76M | 0.06% | +11+0.1% | Added |
| Signet Investment Advisory Group, Inc. | 20,875 | $1.76M | 1.00% | +25+0.1% | Added |
| Brown Advisory Securities, LLC | 20,844 | $1.75M | 0.75% | −25,060−54.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 20,771 | $1.75M | 0.58% | −40.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 20,696 | $1.74M | 0.03% | −393−1.9% | Reduced |
| Knowledge Leaders Capital, LLC | 20,571 | $1.73M | 1.27% | +8,591+71.7% | Added |
| Greenleaf Trust | 20,560 | $1.73M | 0.02% | +547+2.7% | Added |
| Bowling Portfolio Management LLC | 20,510 | $1.73M | 0.36% | −40.0% | Reduced |
| Accretive Wealth Partners, LLC | 20,488 | $1.72M | 1.10% | +53+0.3% | Added |
| HM Payson & Co | 20,429 | $1.72M | 0.04% | +40.0% | Added |
| Veriti Management LLC | 20,258 | $1.70M | 0.22% | −1,124−5.3% | Reduced |
| Connectus Wealth, LLC | 20,137 | $1.69M | 0.07% | +20,137 | New |
| Aspen Investment Management Inc | 20,065 | $1.69M | 0.83% | +3,304+19.7% | Added |
| Stevens Capital Management LP | 20,029 | $1.68M | 0.39% | +20,029 | New |
| Signaturefd, LLC | 19,970 | $1.68M | 0.05% | +5,752+40.5% | Added |
| SkyView Investment Advisors, LLC | 13,055 | $1.67M | 0.37% | −1,087−7.7% | Reduced |
| Ameritas Investment Partners, Inc. | 19,709 | $1.66M | 0.06% | −507−2.5% | Reduced |
| Crescent Grove Advisors, LLC | 19,653 | $1.65M | 0.16% | +15,353+357.0% | Added |
| Fiduciary Trust Co | 19,484 | $1.64M | 0.03% | +107+0.6% | Added |
| United Capital Financial Advisers, LLC | 19,473 | $1.64M | 0.01% | −16,128−45.3% | Reduced |
| Vontobel Holding Ltd. | 19,370 | $1.64M | 0.01% | +155+0.8% | Added |
| Teamwork Financial Advisors, LLC | 19,459 | $1.64M | 0.30% | −676−3.4% | Reduced |
| Simplex Trading, LLC | 19,431 | $1.63M | 0.05% | +16,122+487.2% | Added |
| Franklin Street Advisors Inc | 19,277 | $1.62M | 0.12% | −578−2.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 19,242 | $1.62M | 0.03% | +5,000+35.1% | Added |
| Rossmore Private Capital | 19,164 | $1.61M | 0.25% | +629+3.4% | Added |
| NorthCrest Asset Manangement, LLC | 18,975 | $1.60M | 0.09% | +18,975 | New |
| B. Riley Wealth Management, Inc. | 18,904 | $1.59M | 0.11% | +137+0.7% | Added |
| Fullerton Fund Management Co Ltd. | 18,869 | $1.59M | 0.08% | +18,869 | New |
| Carmel Capital Partners, LLC | 18,625 | $1.57M | 1.17% | +18,625 | New |
| Doheny Asset Management | 18,561 | $1.56M | 1.09% | −525−2.8% | Reduced |
| Hedges Asset Management LLC | 18,500 | $1.56M | 1.21% | +18,500 | New |
| We Are One Seven, LLC | 18,325 | $1.54M | 0.16% | +4,592+33.4% | Added |
| Greystone Financial Group, LLC | 18,252 | $1.53M | 0.37% | +1,682+10.2% | Added |
| Gilman Hill Asset Management, LLC | 18,160 | $1.53M | 0.34% | 00.0% | Unchanged |
| Wealth Alliance | 17,921 | $1.51M | 0.30% | +429+2.5% | Added |
| Vestcor Inc | 17,859 | $1.50M | 0.05% | −3,447−16.2% | Reduced |
| CWM, LLC | 17,757 | $1.49M | 0.01% | +17,757 | New |
| Mission Creek Capital Partners, Inc. | 17,559 | $1.48M | 0.29% | +933+5.6% | Added |
| Tranquility Partners, LLC | 17,472 | $1.47M | 0.68% | +558+3.3% | Added |
| ProVise Management Group, LLC | 17,337 | $1.46M | 0.13% | +6,538+60.5% | Added |
| Kelly Lawrence W & Associates Inc | 17,293 | $1.45M | 0.29% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 17,291 | $1.45M | 0.58% | +17,291 | New |
| Colony Group LLC | 17,092 | $1.44M | 0.03% | −59−0.3% | Reduced |
| Frisch Financial Group, Inc. | 25,934 | $1.43M | 0.45% | −129−0.5% | Reduced |
| Providence Wealth Advisors, LLC | 15,599 | $1.42M | 0.89% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 16,886 | $1.42M | 0.98% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 16,875 | $1.42M | 0.20% | +1,168+7.4% | Added |
| IFG Advisory, LLC | 16,847 | $1.42M | 0.14% | −182−1.1% | Reduced |
| Titleist Asset Management, Ltd. | 16,809 | $1.41M | 0.28% | +16,809 | New |
| Sawtooth Solutions, LLC | 16,780 | $1.41M | 0.16% | +9,363+126.2% | Added |
| Stokes Family Office, LLC | 16,742 | $1.41M | 0.18% | +207+1.3% | Added |
| Neumann Capital Management, LLC | 16,734 | $1.41M | 0.57% | −609−3.5% | Reduced |
| Seeyond | 16,674 | $1.40M | 0.13% | −77−0.5% | Reduced |
| Gemmer Asset Management LLC | 16,592 | $1.40M | 0.16% | −1,245−7.0% | Reduced |
| Boston Common Asset Management, LLC | 16,585 | $1.40M | 0.06% | 00.0% | Unchanged |
| Brown Capital Management LLC | 16,136 | $1.36M | 0.01% | +3,398+26.7% | Added |
| Diversified Investment Strategies, LLC | 16,100 | $1.35M | 0.98% | −151−0.9% | Reduced |
| JNBA Financial Advisors | 16,059 | $1.35M | 0.16% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 15,842 | $1.33M | 0.25% | −194−1.2% | Reduced |
| Old National Bancorp | 15,797 | $1.33M | 0.05% | −700−4.2% | Reduced |
| Gotham Asset Management, LLC | 15,754 | $1.32M | 0.04% | −2,884−15.5% | Reduced |
| Sowell Financial Services LLC | 15,760 | $1.32M | 0.08% | +1,274+8.8% | Added |
| FDx Advisors, Inc. | 15,676 | $1.32M | 0.04% | +2,383+17.9% | Added |
| Professional Financial Advisors, LLC | 15,640 | $1.31M | 0.57% | −270−1.7% | Reduced |
| Fruth Investment Management | 15,429 | $1.30M | 0.36% | −83−0.5% | Reduced |
| Caldwell Trust Co | 15,332 | $1.29M | 0.15% | +243+1.6% | Added |
| Founders Financial Securities LLC | 15,253 | $1.28M | 0.23% | +9+0.1% | Added |
| Bank of Hawaii | 15,215 | $1.28M | 0.07% | −45−0.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,172 | $1.28M | 0.04% | −355−2.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $1.26M | 0.54% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 14,880 | $1.25M | 1.18% | +14,880 | New |
| Tokio Marine Asset Management Co Ltd | 14,762 | $1.24M | 0.10% | +1,008+7.3% | Added |
| EP Wealth Advisors, LLC | 14,720 | $1.24M | 0.03% | +1,201+8.9% | Added |
| Royce & Associates LP | 14,671 | $1.23M | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 14,635 | $1.23M | 0.42% | −281−1.9% | Reduced |
| Uncommon Cents Investing LLC | 14,597 | $1.23M | 0.46% | 00.0% | Unchanged |
| Essex Savings Bank | 14,514 | $1.22M | 0.41% | +182+1.3% | Added |
| Lee Capital Holdings LLC | 14,510 | $1.22M | 0.64% | +2,820+24.1% | Added |
| Steward Partners Investment Advisory, LLC | 14,449 | $1.22M | 0.02% | −463−3.1% | Reduced |
| Sheets Smith Wealth Management | 14,445 | $1.22M | 0.15% | +7,962+122.8% | Added |
| Krilogy Financial LLC | 14,358 | $1.21M | 0.12% | −314−2.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 14,347 | $1.21M | 0.09% | +47+0.3% | Added |
| Arden Trust Co | 14,088 | $1.18M | 0.20% | −349−2.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,000 | $1.18M | 0.02% | −556−3.8% | Reduced |
| Barrett Asset Management, LLC | 13,972 | $1.18M | 0.04% | +4,265+43.9% | Added |
| Sage Rhino Capital LLC | 13,954 | $1.17M | 0.33% | −2,091−13.0% | Reduced |
| Wedbush Securities Inc | 13,913 | $1.17M | 0.05% | −289−2.0% | Reduced |