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, 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 | 2,173 | $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, 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 |
|---|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc. | 47,117 | $3.97M | 0.94% | 00.0% | Unchanged |
| Connable Office Inc | 47,327 | $3.99M | 0.53% | +1,685+3.7% | Added |
| Hoylecohen, LLC | 47,339 | $3.99M | 0.34% | +1,057+2.3% | Added |
| Investment Research & Advisory Group, Inc. | 47,718 | $4.02M | 2.56% | −29−0.1% | Reduced |
| Bryn Mawr Trust Co | 47,765 | $4.03M | 0.16% | −4,240−8.2% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 47,899 | $4.04M | 1.41% | −650−1.3% | Reduced |
| Fiduciary Group LLC | 62,364 | $4.06M | 0.54% | −2,925−4.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 49,077 | $4.14M | 0.07% | +14,507+42.0% | Added |
| Bridgecreek Investment Management, LLC | 49,190 | $4.15M | 0.61% | +6,900+16.3% | Added |
| Signet Financial Management, LLC | 49,319 | $4.16M | 0.70% | +911+1.9% | Added |
| LRT Capital Management, LLC | 49,389 | $4.16M | 2.66% | +49,389 | New |
| JustInvest LLC | 49,400 | $4.17M | 0.20% | +7,065+16.7% | Added |
| Stonebridge Capital Advisors LLC | 49,707 | $4.19M | 0.45% | +2,350+5.0% | Added |
| Covey Capital Advisors, LLC | 49,791 | $4.20M | 4.35% | −16,052−24.4% | Reduced |
| Gill Capital Partners, LLC | 49,815 | $4.20M | 1.85% | −2,027−3.9% | Reduced |
| Resolute Capital Asset Partners LLC | 50,000 | $4.22M | 2.69% | −25,000−33.3% | Reduced |
| Global Frontier Investments LLC | 50,000 | $4.22M | 1.63% | 00.0% | Unchanged |
| Harrington Investments, INC | 50,614 | $4.27M | 2.56% | −120−0.2% | Reduced |
| Bessemer Securities LLC | 50,964 | $4.30M | 1.25% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 50,977 | $4.30M | 3.31% | +2,569+5.3% | Added |
| Advisory Services Network, LLC | 51,546 | $4.35M | 0.13% | +12,047+30.5% | Added |
| Gabelli Funds LLC | 52,000 | $4.38M | 0.03% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 52,311 | $4.41M | 4.67% | −1,300−2.4% | Reduced |
| Wetherby Asset Management Inc | 52,675 | $4.44M | 0.25% | +6,595+14.3% | Added |
| Argent Trust Co | 52,936 | $4.46M | 0.27% | −1,467−2.7% | Reduced |
| Oppenheimer Asset Management Inc. | 53,278 | $4.49M | 0.06% | −8,873−14.3% | Reduced |
| Lincoln Capital Corp | 53,368 | $4.50M | 2.35% | +16,223+43.7% | Added |
| Trexquant Investment LP | 53,569 | $4.52M | 0.21% | +53,569 | New |
| East Coast Asset Management, LLC. | 53,638 | $4.52M | 1.08% | −114−0.2% | Reduced |
| Roberts Wealth Advisors, LLC | 54,199 | $4.53M | 1.77% | −865−1.6% | Reduced |
| Pendal Group Limited | 53,809 | $4.54M | 0.04% | +92+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 53,879 | $4.54M | 0.33% | +53,879 | New |
| Veritable, L.P. | 54,263 | $4.58M | 0.07% | +517+1.0% | Added |
| Synovus Financial Corp | 54,502 | $4.60M | 0.05% | +5,492+11.2% | Added |
| Kavar Capital Partners Group, LLC | 55,581 | $4.69M | 1.01% | +166+0.3% | Added |
| Citizens Business Bank | 55,900 | $4.71M | 0.57% | −3,800−6.4% | Reduced |
| Bailard, Inc. | 56,543 | $4.77M | 0.16% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 56,625 | $4.77M | 0.04% | −284,114−83.4% | Reduced |
| RBF Capital, LLC | 54,000 | $4.78M | 0.31% | 00.0% | Unchanged |
| First American Bank | 56,660 | $4.78M | 0.40% | +9,548+20.3% | Added |
| LGT Group Foundation | 57,314 | $4.79M | 0.11% | +57,314 | New |
| Nikko Asset Management Americas, Inc. | 56,746 | $4.79M | 0.04% | +56,746 | New |
| Dowling & Yahnke LLC | 57,688 | $4.86M | 0.21% | −126−0.2% | Reduced |
| Private Advisor Group, LLC | 57,884 | $4.88M | 0.04% | +1,746+3.1% | Added |
| Interval Partners, LP | 58,060 | $4.89M | 0.37% | +58,060 | New |
| Brinker Capital Investments, LLC | 58,277 | $4.91M | 0.08% | −917−1.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 58,314 | $4.92M | 1.93% | +276+0.5% | Added |
| Zacks Investment Management | 58,364 | $4.92M | 0.07% | +58,364 | New |
| Baader Bank INC | 58,459 | $4.93M | 0.40% | −1,879−3.1% | Reduced |
| AMS Capital Ltda | 58,859 | $4.96M | 1.87% | +58,859 | New |
| Acadian Asset Management LLC | 59,308 | $5.00M | 0.02% | +35,742+151.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 59,366 | $5.00M | 0.98% | +10,244+20.9% | Added |
| Commerce Bank | 59,454 | $5.01M | 0.03% | +1,140+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 60,569 | $5.11M | 0.27% | +3,410+6.0% | Added |
| Meeder Asset Management Inc | 60,655 | $5.12M | 0.25% | −2,011−3.2% | Reduced |
| Walleye Trading LLC | 61,205 | $5.16M | 0.11% | +61,205 | New |
| Mitchell Capital Management Co | 61,487 | $5.18M | 1.16% | +61,487 | New |
| Norinchukin Bank, The | 61,959 | $5.22M | 0.07% | +11,931+23.8% | Added |
| Marco Investment Management LLC | 62,156 | $5.24M | 0.53% | +109+0.2% | Added |
| IndexIQ Advisors LLC | 62,550 | $5.27M | 0.19% | −7,537−10.8% | Reduced |
| Heron Bay Capital Management | 62,856 | $5.30M | 2.60% | +3,584+6.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 63,499 | $5.32M | 0.07% | −2,936−4.4% | Reduced |
| Voloridge Investment Management, LLC | 63,194 | $5.33M | 0.03% | +63,194 | New |
| Cumberland Advisors Inc | 63,390 | $5.34M | 1.24% | +63,390 | New |
| Stockman Wealth Management, Inc. | 63,464 | $5.35M | 1.11% | −2,798−4.2% | Reduced |
| Snowden Capital Advisors LLC | 63,663 | $5.37M | 0.21% | +9,315+17.1% | Added |
| Sendero Wealth Management, LLC | 63,963 | $5.39M | 2.49% | +524+0.8% | Added |
| Fort Washington Investment Advisors Inc | 64,692 | $5.45M | 0.03% | −80−0.1% | Reduced |
| HRT Financial LP | 64,994 | $5.48M | 0.04% | +64,994 | New |
| Amica Mutual Insurance Co | 65,596 | $5.53M | 0.65% | +18,795+40.2% | Added |
| Federation des caisses Desjardins du Quebec | 65,848 | $5.55M | 0.05% | +4,785+7.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 65,969 | $5.56M | 0.19% | +61,773+1,472.2% | Added |
| Perkins Coie Trust Co | 66,834 | $5.63M | 1.75% | −1,146−1.7% | Reduced |
| Hohimer Wealth Management, LLC | 67,137 | $5.66M | 1.12% | +1,595+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 67,790 | $5.71M | 0.13% | +156+0.2% | Added |
| Permanens Capital L.P. | 68,628 | $5.79M | 0.90% | −46,295−40.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 68,725 | $5.79M | 0.01% | +11,443+20.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 69,742 | $5.88M | 0.23% | +15,849+29.4% | Added |
| Maltese Capital Management LLC | 70,000 | $5.90M | 1.11% | +30,000+75.0% | Added |
| Majedie Asset Management Ltd | 70,637 | $5.94M | 0.49% | −33,967−32.5% | Reduced |
| Cullinan Associates Inc | 72,450 | $6.11M | 0.32% | −8,098−10.1% | Reduced |
| Banque Cantonale Vaudoise | 72,449 | $6.11M | 0.26% | +7,427+11.4% | Added |
| TD Private Client Wealth LLC | 72,744 | $6.13M | 0.26% | −766−1.0% | Reduced |
| Aviance Capital Partners, LLC | 72,763 | $6.13M | 1.13% | +1,614+2.3% | Added |
| Mengis Capital Management, Inc. | 73,441 | $6.19M | 1.19% | +1,197+1.7% | Added |
| Torray LLC | 73,556 | $6.20M | 0.99% | +7,102+10.7% | Added |
| Timber Creek Capital Management LLC | 75,179 | $6.34M | 1.92% | −12,630−14.4% | Reduced |
| Whittier Trust Co | 75,204 | $6.34M | 0.11% | −6,746−8.2% | Reduced |
| Achmea Investment Management B.V. | 75,894 | $6.40M | 0.17% | −10,444−12.1% | Reduced |
| Atria Investments LLC | 76,115 | $6.42M | 0.11% | +7,711+11.3% | Added |
| Ethic Inc. | 76,987 | $6.49M | 0.45% | +9,100+13.4% | Added |
| Pacer Advisors, Inc. | 77,302 | $6.52M | 0.05% | −21,827−22.0% | Reduced |
| Twin Lakes Capital Management, LLC | 77,815 | $6.56M | 3.70% | +433+0.6% | Added |
| Geneos Wealth Management Inc. | 78,467 | $6.62M | 0.28% | −18,753−19.3% | Reduced |
| Seven Eight Capital, LP | 79,316 | $6.69M | 0.89% | +74,719+1,625.4% | Added |
| Marshall & Sullivan Inc | 80,069 | $6.75M | 3.76% | −4,871−5.7% | Reduced |
| Davenport & Co LLC | 80,487 | $6.79M | 0.05% | +5,122+6.8% | Added |
| Man Group plc | 80,895 | $6.82M | 0.02% | −314,458−79.5% | Reduced |
| Allstate Corp | 81,223 | $6.85M | 0.18% | −39,697−32.8% | Reduced |
| River & Mercantile Asset Management LLP | 81,507 | $6.87M | 0.90% | −6,680−7.6% | Reduced |