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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.

Other share classesSCHW.PDSCHW.PJ

Q1 2022 vs. Q4 2021

How the institutions holding Schwab Charles Corp changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of SCHW: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1,505151,567+77
Shares1.33B390.5K1.34B+7.25M (+0.5%)
Value$111.9B$32.8M$112.8B+$874.7M (+0.8%)

15 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (167)

Institutions that held Schwab Charles Corp at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 167 by value.

Institutions new to SCHW in Q1 2022
InstitutionSharesValue% of portfolio
Palestra Capital Management LLC1,232,436$103.9M3.24%
Lord, Abbett & Co. LLC1,074,931$90.6M0.24%
Suvretta Capital Management, LLC982,790$82.9M2.53%
Agf Investments Inc.796,672$67.2M0.50%
Premier Fund Managers Ltd629,635$55.9M1.95%
Abeille Asset Management SA623,524$52.6M1.50%
AustralianSuper Pty Ltd572,172$48.2M0.28%
Zurich Insurance Group Ltd388,452$32.8M0.41%
Amalgamated Financial Corp.378,684$31.9M0.25%
Qube Research & Technologies Ltd343,844$29.0M0.26%
Caas Capital Management LP258,720$21.8M3.84%
Gillson Capital LP209,024$17.6M1.41%
First Western Trust Bank132,568$11.8M0.60%
Eisler Capital (UK) Ltd.114,746$9.67M0.70%
Point72 Hong Kong Ltd109,877$9.26M0.85%
Marvin & Palmer Associates Inc92,561$7.80M3.51%
HRT Financial LP64,994$5.48M0.04%
Cumberland Advisors Inc63,390$5.34M1.24%
Voloridge Investment Management, LLC63,194$5.33M0.03%
Mitchell Capital Management Co61,487$5.18M1.16%
Walleye Trading LLC61,205$5.16M0.11%
AMS Capital Ltda58,859$4.96M1.87%
Zacks Investment Management58,364$4.92M0.07%
Interval Partners, LP58,060$4.89M0.37%
Nikko Asset Management Americas, Inc.56,746$4.79M0.04%
LGT Group Foundation57,314$4.79M0.11%
Moody Lynn & Lieberson, LLC53,879$4.54M0.33%
Trexquant Investment LP53,569$4.52M0.21%
LRT Capital Management, LLC49,389$4.16M2.66%
Alcosta Capital Management, Inc.39,977$3.37M2.42%
Walleye Capital LLC38,503$3.25M0.09%
Quantbot Technologies LP38,427$3.24M0.28%
Ibex Wealth Advisors37,218$3.14M0.60%
Paragon Advisors, LLC36,030$3.04M1.27%
Kerrisdale Advisers, LLC32,550$2.74M0.84%
Cordatus Wealth Management LLC32,199$2.71M0.95%
Blueshift Asset Management, LLC31,156$2.63M0.24%
Natixis Investment Managers International30,570$2.58M0.05%
Atria Wealth Solutions, Inc.30,247$2.55M0.04%
Pearl River Capital, LLC29,621$2.50M0.69%
Verition Fund Management LLC28,285$2.38M0.05%
Prudential PLC27,896$2.35M0.03%
Aaron Wealth Advisors179,917$2.13M0.04%
Dorsey Wright & Associates24,103$2.03M0.47%
NovaPoint Capital, LLC23,902$2.02M0.73%
Dakota Wealth Management22,839$1.93M0.16%
Change Path, LLC22,052$1.86M0.10%
Genesee Capital Advisors, LLC22,038$1.86M0.97%
Epoch Investment Partners, Inc.21,031$1.77M0.01%
Avitas Wealth Management LLC17,778$1.50M0.27%
Silvant Capital Management LLC17,381$1.47M0.28%
Fairfield Financial Advisors, LTD16,585$1.40M0.51%
Duff & Phelps Investment Management Co16,080$1.36M0.02%
XTX Topco Ltd16,020$1.35M0.59%
Two Sigma Investments, LP15,863$1.34M0.00%
Gsa Capital Partners LLP15,639$1.32M0.18%
Magnetar Financial LLC14,668$1.24M0.01%
PFS Investments Inc.14,575$1.23M0.02%
Jefferies Group LLC14,505$1.22M0.03%
HMS Capital Management, LLC14,132$1.19M0.54%
Laurion Capital Management LP14,050$1.19M0.03%
Y-Intercept (Hong Kong) Ltd13,812$1.16M0.27%
World Equity Group, Inc.13,790$1.16M0.25%
ExodusPoint Capital Management, LP12,822$1.08M0.02%
Fund Management at Engine No. 1 LLC12,727$1.07M0.27%
Teza Capital Management LLC12,316$1.04M0.39%
Sentry Investment Management LLC12,116$1.02M0.33%
Burton Enright Welch11,684$985.1K0.54%
Point72 Asset Management, L.P.11,581$976.0K0.00%
Aquatic Capital Management LLC11,200$944.0K1.41%
CastleKnight Management LP11,000$927.0K0.25%
IMC-Chicago, LLC10,933$922.0K0.04%
Capital Advantage, Inc.10,316$870.0K0.20%
Chemistry Wealth Management LLC9,544$805.0K0.28%
Stableford Capital II LLC9,902$792.0K0.34%
Aries Wealth Management9,111$768.0K0.33%
Omega Financial Group, LLC9,111$768.0K0.33%
Lyell Wealth Management, LP8,705$734.0K0.09%
Woodmont Investment Counsel LLC8,165$688.0K0.08%
Allen Mooney & Barnes Investment Advisors LLC7,638$644.0K0.14%
Zeke Capital Advisors, LLC7,516$633.0K0.03%
First National Bank of Hutchinson7,473$630.0K0.37%
Athena Investment Management7,458$630.0K0.49%
Maven Securities LTD7,300$615.0K0.13%
Alphinity Investment Management Pty Ltd7,160$604.0K0.01%
Dixon Hubard Feinour & Brown Inc6,748$569.0K0.06%
RMR Wealth Builders6,159$519.0K0.11%
qPULA Trading Management LP5,700$481.0K0.64%
Parametrica Management Ltd5,674$479.0K0.35%
TriaGen Wealth Management LLC5,585$471.0K0.24%
Astrantus Ltd5,500$464.0K0.78%
Clarus Wealth Advisors5,371$438.0K0.27%
Minot Wealth Management LLC5,103$430.0K0.09%
Corbett Road Capital Management, LLC4,791$404.0K0.52%
DSC Advisors, L.P.4,725$398.0K0.32%
Murphy Capital Management Inc4,410$371.0K0.04%
Graypoint LLC4,347$367.0K0.04%
QVR LLC4,323$364.0K1.45%
BlueCrest Capital Management Ltd4,242$358.0K0.03%
RDA Financial Network4,236$357.0K0.15%

Sold out (90)

Institutions that held Schwab Charles Corp at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of SCHW in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Advent International Corp1,275,000$107.2M
Junto Capital Management LP1,265,744$106.4M
Holocene Advisors, LP592,468$49.8M
Tobias Financial Advisors, Inc.296,291$24.9M
Inherent Group, LP163,300$13.7M
Soapstone Management L.P.75,000$6.31M
Lakehouse Capital Pty Ltd70,670$5.94M
Marathon Trading Investment Management LLC49,023$4.12M
WBI Investments49,222$4.01M
Advisors Asset Management, Inc.43,970$3.70M
Watchman Group, Inc.35,739$3.01M
Kiwi Wealth Investments Limited Partnership33,683$2.83M
Quantitative Investment Management, LLC27,352$2.30M
Pensionfund DSM Netherlands26,500$2.23M
Connectus Wealth, LLC20,137$1.69M
Simplex Trading, LLC19,431$1.63M
Greystone Financial Group, LLC18,252$1.53M
Sowell Financial Services LLC15,760$1.32M
Lee Capital Holdings LLC14,510$1.22M
MBB Public Markets I LLC11,962$1.01M
Engine No. 1 LLC10,289$865.0K
Landscape Capital Management, L.L.C.9,479$797.0K
Riverwater Partners LLC8,813$741.0K
Fox Run Management, L.L.C.8,741$735.0K
McDonald Partners LLC8,700$731.7K
Axiom Investment Management LLC7,667$645.0K
Advisor Resource Council5,167$435.0K
Bluefin Capital Management, LLC5,100$429.0K
Prelude Capital Management, LLC4,827$406.0K
SG3 Management, LLC4,500$378.0K
Group One Trading, L.P.4,423$372.0K
Connacht Asset Management LP4,361$367.0K
Alpha Paradigm Partners, LLC4,299$362.0K
Bridgefront Capital, LLC4,131$347.0K
Lebenthal Global Advisors, LLC4,029$338.0K
HBK Investments L P3,937$331.0K
Redhawk Wealth Advisors, Inc.3,900$328.0K
Evanson Asset Management, LLC3,858$324.0K
Yorktown Management & Research Co Inc3,575$301.0K
Equius Partners, Inc.3,500$294.0K
Menard Financial Group LLC3,392$285.0K
Modera Wealth Management, LLC3,345$281.0K
Telos Capital Management, Inc.2,903$244.0K
Wedge Capital Management L L P2,837$239.0K
DRW Securities, LLC2,841$239.0K
First Quadrant L P2,802$236.0K
Monument Capital Management2,810$236.0K
Manchester Financial Inc2,684$226.0K
Ridgewood Investments LLC2,656$223.0K
Douglas Lane & Associates, LLC2,593$218.0K
Vision Capital Management, Inc.2,557$215.0K
Hancock Whitney Investment Services Inc.2,513$214.0K
Strategic Family Wealth Counselors, L.L.C.2,543$214.0K
Delphia (USA) Inc.2,549$214.0K
Deuterium Capital Management, LLC2,531$213.0K
Alpha Omega Wealth Management LLC2,271$212.0K
Guardian Wealth Advisors, LLC2,473$208.0K
Probity Advisors, Inc.2,464$207.0K
Nwam LLC2,379$200.0K
Focused Wealth Management, Inc1,900$160.0K
Retirement Planning Co of New England, Inc.1,729$145.0K
Delta Asset Management LLC1,679$141.0K
Union Investments & Development Ltd.1,500$126.0K
FSB Premier Wealth Management, Inc.1,445$121.0K
Old North State Trust, LLC1,092$92.0K
C M Bidwell & Associates Ltd850$71.0K
Equitec Proprietary Markets, LLC850$71.0K
CoreCap Advisors, LLC758$64.0K
Eagle Bay Advisors LLC724$61.0K
Hillsdale Investment Management Inc.700$59.0K
IronBridge Private Wealth, LLC515$43.0K
Total Clarity Wealth Management, Inc.400$34.0K
SBK Financial, Inc.300$25.0K
Amplius Wealth Advisors, LLC258$21.0K
Macroview Investment Management LLC240$20.0K
Wagner Wealth Management, LLC200$17.0K
Clearview Wealth Advisors LLC141$12.0K
Exane Derivatives113$9.50K
Delos Wealth Advisors, LLC108$9.00K
Ahl Investment Management, Inc.109$9.00K
True Link Financial Advisors, LLC78$7.00K
Jones Financial Companies LLLP71$6.00K
Kelly Financial Services LLC58$4.90K
Trust Co of Vermont46$4.00K
Tradition Wealth Management, LLC34$3.00K
Optiver Holding B.V.38$3.00K
Cornerstone Advisory, LLC27$2.00K
Cassady Schiller Wealth Management, LLC11$1.00K
Morton Brown Family Wealth, LLC11$1.00K
Confluence Wealth Services, Inc.15$1.00K

Not filed for Q1 2022 yet (15)

Institutions that held Schwab Charles Corp at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Community Financial Services Group, LLC188,508$15.9M
Andra AP-fonden115,275$9.70M
Tdam USA Inc.26,433$2.22M
NEXT Financial Group, Inc22,067$1.86M
First Midwest Bank Trust Division10,911$918.0K
Quest Capital Management Inc6,965$586.0K
Clear Perspective Advisors, LLC6,179$520.0K
Harbour Investments, Inc.6,132$516.0K
Johanson Financial Advisors, Inc.2,813$237.0K
Crescent Capital Consulting, LLC1,578$133.0K
Reilly Financial Advisors, LLC1,312$110.0K
Bell Investment Advisors, Inc965$81.0K
Carroll Financial Associates, Inc.818$70.0K
Markston International LLC325$27.0K
Castle Financial & Retirement Planning Associates, Inc.232$22.0K