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, Q1 2022
Institutional positions in Schwab Charles Corp as of Mar 31, 2022. 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
- 1,567
- +77 vs. Q4 2021
- Shares held
- 1.34B
- +7.25M (+0.5%) vs. Q4 2021
- Total value
- $112.8B
- +$874.7M (+0.8%) vs. Q4 2021
- New holders
- 167
- 602 more added
- Sold out
- 90
- 588 more reduced
15 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 29,621 | $2.50M | 0.69% | +29,621 | New |
| Gotham Asset Management, LLC | 29,716 | $2.50M | 0.08% | +13,962+88.6% | Added |
| Private Wealth Partners, LLC | 29,825 | $2.52M | 0.23% | −1,290−4.1% | Reduced |
| Johnson Investment Counsel Inc | 29,974 | $2.53M | 0.03% | +1,361+4.8% | Added |
| Brown Brothers Harriman & Co | 29,991 | $2.53M | 0.02% | +1,340+4.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $2.53M | 1.14% | +15,000+100.0% | Added |
| Colonial Trust Advisors | 30,128 | $2.54M | 0.30% | +3,980+15.2% | Added |
| Sheets Smith Wealth Management | 30,131 | $2.54M | 0.35% | +15,686+108.6% | Added |
| Atria Wealth Solutions, Inc. | 30,247 | $2.55M | 0.04% | +30,247 | New |
| Morse Asset Management, Inc | 30,435 | $2.57M | 0.64% | +19,435+176.7% | Added |
| RiverPark Advisors, LLC | 30,486 | $2.57M | 0.47% | −16,764−35.5% | Reduced |
| Natixis Investment Managers International | 30,570 | $2.58M | 0.05% | +30,570 | New |
| Virtu Financial LLC | 31,047 | $2.62M | 0.19% | +27,398+750.8% | Added |
| Pathstone Family Office, LLC | 31,084 | $2.63M | 0.06% | −2,048−6.2% | Reduced |
| Blueshift Asset Management, LLC | 31,156 | $2.63M | 0.24% | +31,156 | New |
| Perigon Wealth Management, LLC | 31,306 | $2.64M | 0.19% | +1,675+5.7% | Added |
| Bartlett & Co. Wealth Management LLC | 31,417 | $2.65M | 0.05% | +28+0.1% | Added |
| Bartlett & Co. LLC | 31,417 | $2.65M | 0.05% | +28+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,872 | $2.69M | 0.13% | −12,420−28.0% | Reduced |
| Herbst Group, LLC | 31,950 | $2.69M | 1.79% | −375−1.2% | Reduced |
| Regions Financial Corp | 31,977 | $2.70M | 0.02% | +123+0.4% | Added |
| Cordatus Wealth Management LLC | 32,199 | $2.71M | 0.95% | +32,199 | New |
| Red Spruce Capital, LLC | 32,215 | $2.72M | 1.54% | +172+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 32,264 | $2.72M | 0.04% | −3,629−10.1% | Reduced |
| Martin Capital Advisors, LLP | 32,346 | $2.73M | 1.87% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 32,404 | $2.73M | 0.07% | −518−1.6% | Reduced |
| Investment Advisory Services Inc | 32,517 | $2.74M | 1.53% | +132+0.4% | Added |
| Kerrisdale Advisers, LLC | 32,550 | $2.74M | 0.84% | +32,550 | New |
| Courier Capital LLC | 32,580 | $2.75M | 0.27% | −921−2.7% | Reduced |
| Teamwork Financial Advisors, LLC | 32,785 | $2.76M | 0.52% | +13,326+68.5% | Added |
| West Oak Capital, LLC | 32,820 | $2.77M | 1.25% | −2,655−7.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 33,372 | $2.79M | 1.55% | 00.0% | Unchanged |
| Destination Wealth Management | 33,239 | $2.80M | 0.10% | +4,411+15.3% | Added |
| Phoenix Holdings Ltd. | 33,222 | $2.82M | 0.05% | +28,460+597.6% | Added |
| Stratos Wealth Partners, LTD. | 33,491 | $2.82M | 0.06% | +2,248+7.2% | Added |
| Bollard Group LLC | 33,628 | $2.83M | 0.09% | −2,125−5.9% | Reduced |
| Linscomb & Williams, Inc. | 33,911 | $2.86M | 0.14% | −1,495−4.2% | Reduced |
| Ci Investments Inc. | 34,032 | $2.87M | 0.01% | +11,505+51.1% | Added |
| Thompson Investment Management, Inc. | 34,337 | $2.90M | 0.43% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 34,457 | $2.90M | 0.02% | +1,126+3.4% | Added |
| Miracle Mile Advisors, LLC | 34,581 | $2.92M | 0.12% | +21,567+165.7% | Added |
| Montecito Bank & Trust | 35,386 | $2.98M | 0.56% | +9,047+34.3% | Added |
| Cresset Asset Management, LLC | 35,433 | $2.99M | 0.03% | −1,712−4.6% | Reduced |
| Malaga Cove Capital, LLC | 35,594 | $3.00M | 1.38% | −722−2.0% | Reduced |
| Horizon Investments, LLC | 35,787 | $3.01M | 0.09% | +24,373+213.5% | Added |
| Salvus Wealth Management, LLC | 35,973 | $3.03M | 2.32% | −437−1.2% | Reduced |
| Paragon Advisors, LLC | 36,030 | $3.04M | 1.27% | +36,030 | New |
| Capitolis Advisors LLC | 36,159 | $3.05M | 0.15% | −481,701−93.0% | Reduced |
| Telemus Capital, LLC | 36,223 | $3.05M | 0.27% | +2,055+6.0% | Added |
| Prospera Financial Services Inc | 36,333 | $3.06M | 0.13% | +32,118+762.0% | Added |
| National Asset Management, Inc. | 39,549 | $3.09M | 0.10% | −4,251−9.7% | Reduced |
| Pettee Investors, Inc. | 36,751 | $3.10M | 1.36% | +1,600+4.6% | Added |
| Rockefeller Capital Management L.P. | 37,067 | $3.13M | 0.02% | +3,471+10.3% | Added |
| Ibex Wealth Advisors | 37,218 | $3.14M | 0.60% | +37,218 | New |
| GHP Investment Advisors, Inc. | 37,260 | $3.14M | 0.21% | +2,039+5.8% | Added |
| Wunderlich Capital Managemnt | 37,440 | $3.16M | 1.49% | −932−2.4% | Reduced |
| VELA Investment Management, LLC | 37,493 | $3.16M | 1.98% | −7,703−17.0% | Reduced |
| Condor Capital Management | 37,519 | $3.16M | 0.35% | −644−1.7% | Reduced |
| Pinnacle Associates Ltd | 37,744 | $3.18M | 0.06% | +250+0.7% | Added |
| Ancora Advisors, LLC | 37,974 | $3.20M | 0.08% | −2,118−5.3% | Reduced |
| Central Trust Co | 38,284 | $3.23M | 0.09% | +14,535+61.2% | Added |
| Quantbot Technologies LP | 38,427 | $3.24M | 0.28% | +38,427 | New |
| Walleye Capital LLC | 38,503 | $3.25M | 0.09% | +38,503 | New |
| Enlightenment Research, LLC | 38,605 | $3.25M | 4.33% | +30,005+348.9% | Added |
| Granite Investment Partners, LLC | 38,966 | $3.29M | 0.11% | −960−2.4% | Reduced |
| Siemens Fonds Invest GmbH | 38,969 | $3.29M | 0.27% | −248−0.6% | Reduced |
| Jump Financial, LLC | 38,982 | $3.29M | 0.14% | +34,824+837.5% | Added |
| Regentatlantic Capital LLC | 39,223 | $3.31M | 0.09% | +4,471+12.9% | Added |
| Pine Haven Investment Counsel, Inc | 39,847 | $3.36M | 3.29% | +10.0% | Added |
| Alcosta Capital Management, Inc. | 39,977 | $3.37M | 2.42% | +39,977 | New |
| M.D. Sass Investors Services, Inc. | 40,103 | $3.38M | 0.58% | −229,428−85.1% | Reduced |
| Sculati Wealth Management, LLC | 40,336 | $3.40M | 1.66% | +611+1.5% | Added |
| Sustainable Insight Capital Management, LLC | 40,700 | $3.43M | 2.44% | −1,534−3.6% | Reduced |
| Capital Investment Counsel, Inc | 40,782 | $3.44M | 0.72% | −148−0.4% | Reduced |
| Roundview Capital LLC | 40,997 | $3.46M | 0.36% | +218+0.5% | Added |
| Kinneret Advisory, LLC | 41,114 | $3.47M | 0.38% | +919+2.3% | Added |
| Hunter Perkins Capital Management, LLC | 41,120 | $3.47M | 0.70% | −120−0.3% | Reduced |
| SOL Capital Management CO | 41,298 | $3.48M | 0.63% | −1,150−2.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 41,625 | $3.51M | 0.11% | −12,500−23.1% | Reduced |
| Keybank National Association | 41,658 | $3.51M | 0.01% | +2,922+7.5% | Added |
| Stephens Inc | 42,031 | $3.54M | 0.06% | −5,848−12.2% | Reduced |
| Fosun International Ltd | 41,132 | $3.56M | 0.31% | +19,232+87.8% | Added |
| KCM Investment Advisors LLC | 42,285 | $3.56M | 0.13% | −750−1.7% | Reduced |
| Cetera Investment Advisers | 42,512 | $3.58M | 0.05% | −1,002−2.3% | Reduced |
| Gs Investments, Inc. | 51,235 | $3.60M | 2.04% | +100.0% | Added |
| Burleson & Company, LLC | 43,014 | $3.63M | 0.59% | +140.0% | Added |
| Everence Capital Management Inc | 43,480 | $3.67M | 0.28% | +4,770+12.3% | Added |
| Cumberland Partners Ltd | 43,606 | $3.68M | 0.28% | −2,082−4.6% | Reduced |
| Scotia Capital Inc. | 43,755 | $3.69M | 0.02% | −9,610−18.0% | Reduced |
| AMG National Trust Bank | 43,920 | $3.70M | 0.12% | −9,284−17.4% | Reduced |
| Moody National Bank Trust Division | 43,995 | $3.71M | 0.12% | −5,166−10.5% | Reduced |
| Main Street Research LLC | 44,170 | $3.72M | 0.35% | −1,736−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 44,375 | $3.74M | 0.33% | +5,437+14.0% | Added |
| ACG Wealth | 44,779 | $3.77M | 0.71% | −5,106−10.2% | Reduced |
| True North Advisors, LLC | 45,000 | $3.79M | 1.02% | −382−0.8% | Reduced |
| Northwest Investment Counselors, LLC | 45,134 | $3.81M | 1.01% | −854−1.9% | Reduced |
| GWM Advisors LLC | 45,713 | $3.85M | 0.07% | −10,653−18.9% | Reduced |
| Webster Bank, N. A. | 45,817 | $3.86M | 0.45% | +844+1.9% | Added |
| Stanley-Laman Group, Ltd. | 46,377 | $3.91M | 0.54% | +4,329+10.3% | Added |
| Motley Fool Asset Management LLC | 47,023 | $3.96M | 0.29% | −1,723−3.5% | Reduced |