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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 81,621 | $6.88M | 0.21% | −20,628−20.2% | Reduced |
| American Assets Investment Management, LLC | 81,674 | $6.89M | 0.73% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 82,329 | $6.94M | 1.70% | −59−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 83,139 | $7.01M | 0.15% | +82,217+8,917.2% | Added |
| Point72 Europe (London) LLP | 83,400 | $7.03M | 2.58% | −34,900−29.5% | Reduced |
| Oppenheimer & Co Inc | 83,520 | $7.04M | 0.13% | −2,272−2.6% | Reduced |
| Pinnacle Financial Partners Inc | 84,109 | $7.09M | 0.22% | +1,922+2.3% | Added |
| MML Investors Services, LLC | 84,437 | $7.12M | 0.05% | +8,973+11.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 84,561 | $7.13M | 0.03% | −2,459−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 84,672 | $7.14M | 0.62% | +2,856+3.5% | Added |
| Erste Asset Management GmbH | 80,668 | $7.16M | 0.14% | −3,483−4.1% | Reduced |
| AE Wealth Management LLC | 85,041 | $7.17M | 0.05% | +20.0% | Added |
| Valley National Advisers Inc | 85,591 | $7.22M | 1.38% | −1,000−1.2% | Reduced |
| Louisiana State Employees Retirement System | 94,900 | $7.25M | 0.17% | +700+0.7% | Added |
| Chapman Investment Management, LLC | 86,077 | $7.26M | 3.86% | +31,163+56.7% | Added |
| Frontier Wealth Management LLC | 90,665 | $7.26M | 0.09% | +3,036+3.5% | Added |
| DuPont Capital Management Corp | 87,265 | $7.36M | 0.30% | −30,569−25.9% | Reduced |
| New Mexico Educational Retirement Board | 87,387 | $7.37M | 0.27% | −4,300−4.7% | Reduced |
| United Asset Strategies, Inc. | 88,075 | $7.43M | 0.94% | −9,093−9.4% | Reduced |
| Annex Advisory Services, LLC | 89,244 | $7.52M | 0.55% | +3,243+3.8% | Added |
| Busey Wealth Management | 89,905 | $7.58M | 0.30% | −5,254−5.5% | Reduced |
| Metropolitan Life Insurance Co | 90,630 | $7.64M | 0.27% | −79,116−46.6% | Reduced |
| Illinois Municipal Retirement Fund | 90,827 | $7.66M | 0.23% | −2,211−2.4% | Reduced |
| BancorpSouth Bank | 90,920 | $7.67M | 0.95% | +1,460+1.6% | Added |
| Elgethun Capital Management | 91,300 | $7.70M | 2.61% | +52+0.1% | Added |
| Conning Inc. | 91,302 | $7.70M | 0.21% | −5,248−5.4% | Reduced |
| Montag A & Associates Inc | 92,403 | $7.79M | 0.41% | −26,601−22.4% | Reduced |
| Marvin & Palmer Associates Inc | 92,561 | $7.80M | 3.51% | +92,561 | New |
| Toroso Investments, LLC | 93,390 | $7.87M | 0.23% | +34,442+58.4% | Added |
| Motco | 93,659 | $7.90M | 0.51% | +93,490+55,319.5% | Added |
| Itau Unibanco Holding S.A. | 94,258 | $7.95M | 0.24% | −28,214−23.0% | Reduced |
| Riverpark Capital Management LLC | 94,456 | $7.96M | 4.43% | −20,598−17.9% | Reduced |
| Lafayette Investments, Inc. | 94,786 | $7.99M | 1.98% | −2,426−2.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 95,149 | $8.02M | 0.17% | +306+0.3% | Added |
| Cerity Partners LLC | 115,743 | $8.03M | 0.12% | −3,661−3.1% | Reduced |
| Altium Wealth Management LLC | 95,350 | $8.04M | 0.52% | +38,072+66.5% | Added |
| Kentucky Retirement Systems | 95,826 | $8.08M | 0.33% | +6,906+7.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 123,988 | $8.09M | 0.82% | −10,309−7.7% | Reduced |
| Calamos Wealth Management LLC | 96,014 | $8.10M | 0.60% | −2,606−2.6% | Reduced |
| Vetamer Capital Management, L.P. | 97,181 | $8.19M | 5.70% | +10,615+12.3% | Added |
| Beacon Pointe Advisors, LLC | 97,190 | $8.19M | 0.11% | +52,567+117.8% | Added |
| Terry L. Blaker | 97,509 | $8.22M | 0.67% | −1,969−2.0% | Reduced |
| Howe & Rusling Inc | 98,109 | $8.27M | 0.96% | −1,617−1.6% | Reduced |
| Wealthfront Advisers LLC | 98,969 | $8.34M | 0.04% | −13,020−11.6% | Reduced |
| Gamco Investors, Inc. Et Al | 98,982 | $8.35M | 0.08% | −9,000−8.3% | Reduced |
| Northeast Financial Consultants Inc | 100,556 | $8.48M | 0.49% | +20.0% | Added |
| Westbourne Investment Advisors, Inc. | 100,849 | $8.50M | 3.52% | −3,057−2.9% | Reduced |
| First Financial Bank - Trust Division | 102,447 | $8.64M | 0.92% | +4,153+4.2% | Added |
| BLB&B Advisors, LLC | 103,265 | $8.71M | 0.59% | +10,263+11.0% | Added |
| Banque Pictet & Cie SA | 103,366 | $8.71M | 0.07% | −12,358−10.7% | Reduced |
| Transform Wealth, LLC | 104,298 | $8.79M | 0.99% | +2,704+2.7% | Added |
| Biechele Royce Advisors | 104,448 | $8.81M | 3.51% | −4,047−3.7% | Reduced |
| 1623 Capital LLC | 105,000 | $8.85M | 4.59% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 105,756 | $8.92M | 0.14% | 00.0% | Unchanged |
| Yost Capital Management, LP | 106,032 | $8.94M | 5.84% | −70,000−39.8% | Reduced |
| Elo Mutual Pension Insurance Co | 106,454 | $8.97M | 0.26% | −3,330−3.0% | Reduced |
| First Hawaiian Bank | 106,563 | $8.98M | 0.28% | −4,239−3.8% | Reduced |
| Hanson & Doremus Investment Management | 107,416 | $9.06M | 1.95% | −968−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 107,662 | $9.08M | 0.50% | +14,803+15.9% | Added |
| Nelson Capital Management, LLC | 107,838 | $9.09M | 1.78% | −1,200−1.1% | Reduced |
| GPM Growth Investors, Inc. | 109,432 | $9.23M | 5.08% | +659+0.6% | Added |
| Point72 Hong Kong Ltd | 109,877 | $9.26M | 0.85% | +109,877 | New |
| North Reef Capital Management LP | 110,000 | $9.27M | 3.79% | +65,000+144.4% | Added |
| Madison Wealth Management | 110,681 | $9.33M | 1.97% | +587+0.5% | Added |
| Vantage Investment Partners, LLC | 110,931 | $9.35M | 0.47% | +29,631+36.4% | Added |
| Channing Capital Management, LLC | 111,946 | $9.44M | 0.28% | +11,960+12.0% | Added |
| Eisler Capital (UK) Ltd. | 114,746 | $9.67M | 0.70% | +114,746 | New |
| Maryland State Retirement & Pension System | 116,431 | $9.82M | 0.27% | +906+0.8% | Added |
| Cypress Capital, LLC | 119,110 | $10.0M | 1.23% | −835−0.7% | Reduced |
| Spearhead Capital Advisors, LLC | 119,850 | $10.1M | 1.25% | −16,144−11.9% | Reduced |
| Brasada Capital Management, LP | 119,864 | $10.1M | 1.91% | +10,578+9.7% | Added |
| Cornerstone Advisors, LLC | 120,000 | $10.1M | 0.60% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 120,205 | $10.1M | 2.68% | −30,906−20.5% | Reduced |
| Makena Capital Management LLC | 120,810 | $10.2M | 1.24% | −8,185−6.3% | Reduced |
| Parsec Financial Management, Inc. | 121,088 | $10.2M | 0.43% | +3,594+3.1% | Added |
| Park National Corp | 121,111 | $10.2M | 0.42% | +38,503+46.6% | Added |
| Blume Capital Management, Inc. | 122,814 | $10.4M | 3.41% | −1,436−1.2% | Reduced |
| Securian Asset Management, Inc | 126,245 | $10.6M | 0.21% | −1,729−1.4% | Reduced |
| Ieq Capital, LLC | 126,969 | $10.7M | 0.26% | +4,778+3.9% | Added |
| Spire Wealth Management | 127,245 | $10.7M | 0.29% | +93,739+279.8% | Added |
| CIBC World Markets Inc. | 127,453 | $10.7M | 0.04% | −22,589−15.1% | Reduced |
| Schwerin Boyle Capital Management Inc | 127,525 | $10.8M | 0.90% | −750−0.6% | Reduced |
| Sandy Spring Bank | 128,009 | $10.8M | 0.55% | +4,982+4.0% | Added |
| Stieven Capital Advisors, L.P. | 128,400 | $10.8M | 1.44% | −2,000−1.5% | Reduced |
| American Research & Management Co. | 130,438 | $11.0M | 2.42% | −848−0.6% | Reduced |
| Congress Wealth Management LLC | 131,503 | $11.1M | 0.24% | +88+0.1% | Added |
| Fifth Third Bancorp | 132,262 | $11.2M | 0.05% | +13,602+11.5% | Added |
| Carnegie Capital Asset Management, LLC | 132,835 | $11.2M | 0.41% | −1,707−1.3% | Reduced |
| Shelton Capital Management | 132,928 | $11.2M | 0.42% | −5,700−4.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 165,260 | $11.5M | 0.46% | −6,311−3.7% | Reduced |
| McGuire Investment Group, LLC | 136,214 | $11.5M | 2.11% | −348−0.3% | Reduced |
| Mill Capital Management, LLC | 136,302 | $11.5M | 1.10% | +3,528+2.7% | Added |
| MAI Capital Management | 136,831 | $11.5M | 0.20% | +99,026+261.9% | Added |
| Captrust Financial Advisors | 138,210 | $11.7M | 0.08% | +13,285+10.6% | Added |
| Commonwealth Equity Services, LLC | 139,231 | $11.7M | 0.03% | +7,678+5.8% | Added |
| First Western Trust Bank | 132,568 | $11.8M | 0.60% | +132,568 | New |
| Hartford Investment Management Co | 142,055 | $12.0M | 0.31% | −10,492−6.9% | Reduced |
| Addenda Capital Inc. | 144,737 | $12.2M | 0.50% | +12,157+9.2% | Added |
| AlphaCrest Capital Management LLC | 145,302 | $12.3M | 0.68% | +110,207+314.0% | Added |
| Van Cleef Asset Management,Inc | 147,330 | $12.4M | 1.79% | +494+0.3% | Added |