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 |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 13,783 | $1.16M | 0.01% | +561+4.2% | Added |
| Platform Technology Partners | 13,789 | $1.16M | 0.51% | −18−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 13,796 | $1.16M | 0.11% | +13,796 | New |
| Pettyjohn, Wood & White, Inc | 13,558 | $1.14M | 0.23% | −1,794−11.7% | Reduced |
| Checchi Capital Advisers, LLC | 13,490 | $1.14M | 0.13% | +375+2.9% | Added |
| Trust Asset Management LLC | 13,452 | $1.13M | 0.14% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 13,423 | $1.13M | 0.20% | +8,197+156.9% | Added |
| KB Financial Partners, LLC | 13,294 | $1.12M | 0.32% | +5,258+65.4% | Added |
| Clarius Group, LLC | 13,272 | $1.12M | 0.09% | +568+4.5% | Added |
| Kaizen Financial Strategies | 13,250 | $1.11M | 0.83% | −1,195−8.3% | Reduced |
| Metis Global Partners, LLC | 13,148 | $1.11M | 0.31% | +13,148 | New |
| Capital Advisors Inc | 13,063 | $1.10M | 0.03% | +251+2.0% | Added |
| Cascade Investment Advisors, Inc. | 13,060 | $1.10M | 0.64% | −420−3.1% | Reduced |
| Lake Street Advisors Group, LLC | 13,031 | $1.10M | 0.07% | +133+1.0% | Added |
| Miracle Mile Advisors, LLC | 13,014 | $1.09M | 0.04% | +6,502+99.8% | Added |
| Occudo Quantitative Strategies LP | 12,992 | $1.09M | 0.10% | −421−3.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,925 | $1.09M | 0.09% | −1,065−7.6% | Reduced |
| Sun Life Financial INC | 12,896 | $1.08M | 0.04% | +702+5.8% | Added |
| Ballentine Partners, LLC | 12,849 | $1.08M | 0.03% | +2,800+27.9% | Added |
| Grove Bank & Trust | 12,842 | $1.08M | 0.21% | 00.0% | Unchanged |
| HCR Wealth Advisors | 12,793 | $1.08M | 0.17% | −703−5.2% | Reduced |
| Forum Financial Management, LP | 12,731 | $1.07M | 0.06% | +12,731 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,662 | $1.06M | 0.07% | −6,500−33.9% | Reduced |
| West Financial Advisors, LLC | 12,600 | $1.06M | 0.28% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 12,575 | $1.06M | 0.39% | −3,324−20.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 12,531 | $1.05M | 0.49% | +12,531 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 12,524 | $1.05M | 0.17% | +5,580+80.4% | Added |
| CAPROCK Group, Inc. | 12,495 | $1.05M | 0.09% | +1,469+13.3% | Added |
| Segall Bryant & Hamill, LLC | 12,405 | $1.04M | 0.01% | −63−0.5% | Reduced |
| 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 |
| Hyperion Asset Management Ltd | 12,290 | $1.03M | 0.04% | 00.0% | Unchanged |
| 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 |
| MBB Public Markets I LLC | 11,962 | $1.01M | 0.02% | +11,962 | New |
| First Financial Corp | 11,934 | $1.00M | 0.61% | −745−5.9% | Reduced |
| Systematic Alpha Investments, LLC | 11,901 | $1.00M | 0.05% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 11,777 | $990.4K | 0.67% | +722+6.5% | Added |
| 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 |
| Powell Investment Advisors, LLC | 11,714 | $985.0K | 0.56% | 00.0% | Unchanged |
| Private Ocean, LLC | 11,667 | $981.0K | 0.11% | +1,918+19.7% | Added |
| Summit Asset Management, LLC | 11,587 | $974.0K | 0.28% | +45+0.4% | Added |
| Patriot Investment Management Inc. | 11,550 | $971.0K | 0.08% | +745+6.9% | Added |
| Clean Yield Group | 11,530 | $970.0K | 0.32% | −250−2.1% | Reduced |
| Horizon Investments, LLC | 11,414 | $958.0K | 0.03% | +526+4.8% | Added |
| Canvas Wealth Advisors, LLC | 11,261 | $947.0K | 0.34% | +1,166+11.6% | Added |
| Loveless Wealth Management LLC | 11,250 | $946.0K | 0.52% | +890+8.6% | Added |
| Federated Hermes, Inc. | 11,165 | $939.0K | 0.00% | +824+8.0% | Added |
| Fractal Investments LLC | 11,041 | $929.0K | 0.32% | +11,041 | New |
| 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 |
| Morse Asset Management, Inc | 11,000 | $925.0K | 0.21% | +1,000+10.0% | Added |
| 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 |
| Apriem Advisors | 10,968 | $922.0K | 0.13% | −200−1.8% | Reduced |
| First Midwest Bank Trust Division | 10,911 | $918.0K | 0.12% | +227+2.1% | Added |
| Hyperion Capital Advisors LP | 10,899 | $917.0K | 0.20% | 00.0% | Unchanged |
| Hardy Reed LLC | 10,827 | $911.0K | 0.15% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 10,738 | $903.0K | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 10,723 | $902.0K | 0.20% | −714−6.2% | Reduced |
| 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 |
| Diversified Trust Co | 10,689 | $899.0K | 0.03% | +1,145+12.0% | Added |
| Kiley Juergens Wealth Management, LLC | 10,620 | $893.0K | 0.34% | −97−0.9% | Reduced |
| 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 |
| IFP Advisors, Inc | 10,375 | $887.0K | 0.02% | +428+4.3% | Added |
| 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 |
| Chicago Partners Investment Group LLC | 9,916 | $870.0K | 0.06% | −1,894−16.0% | Reduced |
| Engine No. 1 LLC | 10,289 | $865.0K | 0.18% | +2,204+27.3% | Added |
| Greatmark Investment Partners, Inc. | 10,102 | $850.0K | 0.14% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 10,074 | $847.0K | 0.03% | +1,094+12.2% | Added |
| Compass Advisory Group LLC | 10,000 | $841.0K | 0.45% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 9,994 | $840.0K | 0.48% | +2,856+40.0% | Added |
| SNS Financial Group, LLC | 9,947 | $837.0K | 0.10% | −253−2.5% | Reduced |
| Waldron Private Wealth LLC | 9,891 | $831.0K | 0.04% | +10.0% | Added |
| Logan Capital Management Inc | 9,831 | $827.0K | 0.04% | +102+1.0% | Added |
| Wealthspire Advisors, LLC | 9,798 | $824.0K | 0.02% | −306−3.0% | Reduced |
| Intrust Bank NA | 9,667 | $813.0K | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,653 | $811.0K | 0.02% | +2,045+26.9% | Added |
| 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 |
| Concentric Wealth Management, LLC | 9,553 | $803.0K | 0.23% | −73−0.8% | Reduced |
| FineMark National Bank & Trust | 9,538 | $802.0K | 0.03% | −71−0.7% | Reduced |
| Stony Point Wealth Management Inc. | 9,520 | $801.0K | 0.42% | +829+9.5% | Added |
| Landscape Capital Management, L.L.C. | 9,479 | $797.0K | 0.11% | +4,304+83.2% | Added |
| Navalign, LLC | 9,442 | $794.0K | 0.32% | −176−1.8% | Reduced |
| Focus Financial Network, Inc. | 9,431 | $793.1K | 0.12% | +169+1.8% | 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 |
| 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 |
| Cannell Peter B & Co Inc | 9,346 | $786.0K | 0.02% | +200+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 9,181 | $772.0K | 0.04% | +45+0.5% | Added |
| Smith, Moore & Co. | 9,168 | $771.0K | 0.11% | +333+3.8% | Added |
| 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 |