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 |
|---|---|---|---|---|---|
| Caption Management, LLC | 341 | $29.0K | 0.00% | +341 | New |
| AllSquare Wealth Management LLC | 359 | $30.0K | 0.02% | +9+2.6% | Added |
| Roble, Belko & Company, Inc | 350 | $30.0K | 0.01% | +350 | New |
| Washington Trust Advisors, Inc. | 364 | $31.0K | 0.00% | −141−27.9% | Reduced |
| Arlington Partners LLC | 384 | $32.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 500 | $32.0K | 0.02% | +500 | New |
| Tradewinds Capital Management, LLC | 390 | $33.0K | 0.01% | +1+0.3% | Added |
| Joseph P. Lucia & Associates, LLC | 390 | $33.0K | 0.02% | +390 | New |
| Knuff & Co LLC | 400 | $34.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 399 | $34.0K | 0.00% | +135+51.1% | Added |
| Carolina Wealth Advisors, LLC | 415 | $35.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 435 | $36.7K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 450 | $37.0K | 0.03% | −159−26.1% | Reduced |
| Financial Connections Group, Inc. | 447 | $37.0K | 0.04% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 457 | $38.0K | 0.02% | +1+0.2% | Added |
| FourThought Financial, LLC | 445 | $38.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 465 | $39.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 492 | $41.0K | 0.01% | −11−2.2% | Reduced |
| CVA Family Office, LLC | 502 | $42.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 511 | $43.0K | 0.00% | +221+76.2% | Added |
| BDO Wealth Advisors, LLC | 517 | $44.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 561 | $46.9K | 0.00% | −150−21.1% | Reduced |
| North Star Investment Management Corp. | 552 | $47.0K | 0.00% | −1,015−64.8% | Reduced |
| MV Capital Management, Inc. | 570 | $48.0K | 0.01% | +89+18.5% | Added |
| American National Bank | 580 | $49.0K | 0.01% | +200+52.6% | Added |
| Mizuho Securities Co. Ltd. | 590 | $50.0K | 0.01% | +430+268.8% | Added |
| AdvisorNet Financial, Inc | 610 | $51.0K | 0.00% | +8+1.3% | Added |
| Bedel Financial Consulting, Inc. | 606 | $51.0K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 600 | $51.0K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 616 | $52.0K | 0.02% | −8,342−93.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 623 | $53.0K | 0.01% | −686−52.4% | Reduced |
| Arrow Financial Corp | 625 | $53.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 658 | $55.0K | 0.00% | −139−17.4% | Reduced |
| MCF Advisors LLC | 663 | $56.0K | 0.01% | +663 | New |
| Earnest Partners LLC | 682 | $57.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 677 | $57.0K | 0.02% | +612+941.5% | Added |
| Heritage Wealth Management, LLC | 685 | $58.0K | 0.02% | +685 | New |
| HHM Wealth Advisors, LLC | 700 | $59.0K | 0.01% | +700 | New |
| Newbridge Financial Services Group, Inc. | 752 | $63.0K | 0.03% | −230−23.4% | Reduced |
| Tarbox Family Office, Inc. | 760 | $64.0K | 0.01% | −203−21.1% | Reduced |
| Glen Eagle Advisors, LLC | 762 | $64.2K | 0.02% | +700+1,129.0% | Added |
| Lenox Wealth Advisors, LLC | 814 | $66.0K | 0.01% | −49−5.7% | Reduced |
| Farmers & Merchants Investments Inc | 780 | $66.0K | 0.00% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 810 | $68.0K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 810 | $68.0K | 0.02% | +124+18.1% | Added |
| Quent Capital, LLC | 880 | $74.0K | 0.01% | +159+22.1% | Added |
| Massmutual Trust Co FSB | 934 | $79.0K | 0.00% | +227+32.1% | Added |
| Endurance Wealth Management, Inc. | 952 | $80.0K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,000 | $80.0K | 0.03% | +1,000 | New |
| M&R Capital Management Inc | 970 | $81.0K | 0.02% | +1+0.1% | Added |
| Field & Main Bank | 1,000 | $84.0K | 0.05% | −255−20.3% | Reduced |
| America First Investment Advisors, LLC | 1,000 | $84.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $84.0K | 0.05% | 00.0% | Unchanged |
| Parkside Investments, LLC | 1,021 | $86.0K | 0.02% | +1,021 | New |
| MUFG Securities EMEA plc | 1,041 | $88.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,046 | $88.0K | 0.02% | +192+22.5% | Added |
| Kings Point Capital Management | 1,065 | $90.0K | 0.01% | +565+113.0% | Added |
| NVWM, LLC | 1,121 | $94.0K | 0.03% | +1,121 | New |
| Hantz Financial Services, Inc. | 1,148 | $97.0K | 0.00% | −525−31.4% | Reduced |
| Oakworth Capital, Inc. | 1,200 | $101.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,239 | $104.0K | 0.07% | +176+16.6% | Added |
| Baystate Wealth Management LLC | 1,240 | $105.0K | 0.01% | +3+0.2% | Added |
| West Paces Advisors Inc. | 1,304 | $109.9K | 0.03% | +59+4.7% | Added |
| Private Capital Group, LLC | 1,316 | $111.0K | 0.03% | −35−2.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,324 | $112.0K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,342 | $113.0K | 0.02% | +382+39.8% | Added |
| Monetary Management Group Inc | 1,350 | $114.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 1,391 | $117.0K | 0.02% | +1,391 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,427 | $120.0K | 0.02% | −1,925−57.4% | Reduced |
| City Holding Co | 1,424 | $120.0K | 0.02% | −50−3.4% | Reduced |
| Lee Financial Co | 1,425 | $120.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,455 | $123.0K | 0.00% | −470−24.4% | Reduced |
| Corsicana & Co. | 1,500 | $126.0K | 0.08% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,519 | $126.9K | 0.06% | +753+98.3% | Added |
| Creative Financial Designs Inc | 1,507 | $127.0K | 0.02% | +1+0.1% | Added |
| Vectors Research Management, LLC | 1,550 | $131.0K | 0.03% | −515−24.9% | Reduced |
| First PREMIER Bank | 1,552 | $131.0K | 0.03% | +12+0.8% | Added |
| Concord Wealth Partners | 1,605 | $135.0K | 0.03% | −85−5.0% | Reduced |
| Benjamin Edwards Inc | 1,617 | $136.0K | 0.04% | −74−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,685 | $142.0K | 0.04% | +506+42.9% | Added |
| Optimum Investment Advisors | 1,765 | $149.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,338 | $149.0K | 0.01% | +2,338 | New |
| Hills Bank & Trust Co | 1,782 | $150.0K | 0.02% | −73−3.9% | Reduced |
| Hartford Financial Management Inc. | 1,800 | $152.0K | 0.04% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,807 | $152.0K | 0.04% | +121+7.2% | Added |
| Deseret Mutual Benefit Administrators | 1,836 | $155.0K | 0.03% | −248−11.9% | Reduced |
| Simon Quick Advisors, LLC | 1,855 | $156.0K | 0.04% | +1,282+223.7% | Added |
| South State Corp. | 1,855 | $156.0K | 0.01% | +1,307+238.5% | Added |
| Proequities, Inc. | 1,884 | $159.0K | 0.01% | +29+1.6% | Added |
| Zions Bancorporation, N.A. | 1,898 | $160.0K | 0.01% | +113+6.3% | Added |
| Coastal Capital Group, Inc. | 2,042 | $172.0K | 0.04% | +5+0.2% | Added |
| Harbor Investment Advisory, LLC | 2,091 | $176.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,132 | $180.0K | 0.06% | −482−18.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,162 | $182.0K | 0.15% | −10.0% | Reduced |
| San Luis Wealth Advisors LLC | 2,177 | $183.0K | 0.09% | +2,177 | New |
| Glassman Wealth Services | 2,216 | $187.0K | 0.03% | +279+14.4% | Added |
| Financial Management Professionals, Inc. | 2,247 | $189.0K | 0.04% | +259+13.0% | Added |
| Paloma Partners Management Co | 2,300 | $194.0K | 0.01% | −75,900−97.1% | Reduced |
| Bellwether Advisors, LLC | 2,309 | $194.0K | 0.06% | −5,451−70.2% | Reduced |
| Citizens & Northern Corp | 2,376 | $200.0K | 0.07% | −248−9.5% | Reduced |