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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 2,379 | $201.0K | 0.20% | −234−9.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,379 | $201.0K | 0.04% | +2,379 | New |
| Brookstone Capital Management | 2,479 | $202.0K | 0.00% | −4,921−66.5% | Reduced |
| Morling Financial Advisors, LLC | 2,400 | $202.0K | 0.26% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,386 | $202.0K | 0.01% | −10.0% | Reduced |
| Delta Investment Management, LLC | 2,408 | $203.0K | 0.06% | −666−21.7% | Reduced |
| Lindbrook Capital, LLC | 2,404 | $203.0K | 0.03% | −7−0.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 2,402 | $203.0K | 0.02% | +2,402 | New |
| IHT Wealth Management, LLC | 2,415 | $204.0K | 0.02% | −132−5.2% | Reduced |
| Sciencast Management LP | 2,510 | $205.0K | 0.05% | −5,892−70.1% | Reduced |
| Marcum Wealth, LLC | 2,434 | $205.0K | 0.03% | −103−4.1% | Reduced |
| Annandale Capital, LLC | 2,432 | $205.0K | 0.08% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,431 | $205.0K | 0.05% | +2,431 | New |
| Clear Creek Financial Management, LLC | 2,431 | $205.0K | 0.03% | +2,431 | New |
| Alpha DNA Investment Management LLC | 2,449 | $206.0K | 0.15% | −24,142−90.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,467 | $207.0K | 0.07% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,459 | $207.0K | 0.02% | +2,459 | New |
| Garrett Wealth Advisory Group, LLC | 2,481 | $209.0K | 0.11% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,501 | $211.0K | 0.04% | +6+0.2% | Added |
| Greenline Partners, LLC | 2,499 | $211.0K | 0.04% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 2,527 | $213.0K | 0.19% | 00.0% | Unchanged |
| SFMG, LLC | 2,534 | $214.0K | 0.02% | −397−13.5% | Reduced |
| Old Port Advisors | 2,565 | $214.0K | 0.07% | +264+11.5% | Added |
| Cable Hill Partners, LLC | 2,534 | $214.0K | 0.14% | +2,534 | New |
| Steel Peak Wealth Management LLC | 2,544 | $214.0K | 0.01% | +2,544 | New |
| Silver Oak Securities, Inc | 2,632 | $215.0K | 0.04% | +2,632 | New |
| Warren Averett Asset Management, LLC | 2,558 | $216.0K | 0.02% | −314−10.9% | Reduced |
| South Shore Capital Advisors | 2,570 | $217.0K | 0.35% | −1,300−33.6% | Reduced |
| Qtron Investments LLC | 2,572 | $217.0K | 0.05% | +2,572 | New |
| Benin Management CORP | 2,600 | $219.0K | 0.07% | +100+4.0% | Added |
| Wealth Architects, LLC | 2,609 | $220.0K | 0.04% | +182+7.5% | Added |
| Regal Investment Advisors LLC | 2,611 | $220.0K | 0.02% | +2,611 | New |
| StoneX Group Inc. | 2,613 | $220.3K | 0.02% | −864−24.8% | Reduced |
| MONECO Advisors, LLC | 2,631 | $222.0K | 0.08% | +16+0.6% | Added |
| Broadleaf Partners, LLC | 2,640 | $223.0K | 0.07% | 00.0% | Unchanged |
| Academy Capital Management Inc | 2,656 | $224.0K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,671 | $225.0K | 0.14% | −231,968−98.9% | Reduced |
| Stock Yards Bank & Trust Co | 2,666 | $225.0K | 0.01% | +17+0.6% | Added |
| Waypoint Wealth Partners Inc. | 2,709 | $228.0K | 0.08% | −519−16.1% | Reduced |
| FLC Capital Advisors | 2,707 | $228.0K | 0.06% | −200−6.9% | Reduced |
| Evoke Wealth, LLC | 2,701 | $228.0K | 0.01% | +165+6.5% | Added |
| DT Investment Partners, LLC | 2,716 | $229.0K | 0.03% | +2,716 | New |
| Farmers Trust Co | 2,760 | $233.0K | 0.05% | −69,663−96.2% | Reduced |
| Five Oceans Advisors | 2,768 | $233.0K | 0.21% | −103−3.6% | Reduced |
| Tranquilli Financial Advisor LLC | 2,790 | $235.0K | 0.17% | −67−2.3% | Reduced |
| Summit X, LLC | 2,767 | $235.0K | 0.06% | +106+4.0% | Added |
| Centric Wealth Management | 2,796 | $236.0K | 0.07% | +43+1.6% | Added |
| Fagan Associates, Inc. | 2,813 | $237.0K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 2,823 | $238.0K | 0.03% | +2,823 | New |
| NorthRock Partners, LLC | 2,839 | $239.0K | 0.02% | −223−7.3% | Reduced |
| Berger Financial Group, Inc | 2,832 | $239.0K | 0.03% | +429+17.9% | Added |
| Perfromance Wealth Partners, LLC | 2,834 | $239.0K | 0.01% | +2,834 | New |
| Ausdal Financial Partners, Inc. | 2,847 | $240.0K | 0.03% | −401−12.3% | Reduced |
| Financial Architects, Inc | 2,841 | $240.0K | 0.03% | −62−2.1% | Reduced |
| Journey Strategic Wealth LLC | 2,852 | $240.0K | 0.03% | +64+2.3% | Added |
| Comerica Securities,inc. | 2,857 | $241.0K | 0.02% | −917−24.3% | Reduced |
| BNC Wealth Management, LLC | 2,860 | $241.0K | 0.12% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,100 | $242.0K | 0.04% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 2,867 | $242.0K | 0.15% | −154−5.1% | Reduced |
| InterOcean Capital Group, LLC | 2,875 | $242.0K | 0.01% | −4−0.1% | Reduced |
| Acas, LLC | 2,888 | $243.0K | 0.33% | +10.0% | Added |
| L2 Asset Management, LLC | 2,882 | $243.0K | 0.15% | +7+0.2% | Added |
| People's United Financial, Inc. | 2,904 | $245.0K | 0.01% | +102+3.6% | Added |
| Hyman Charles D | 2,909 | $245.0K | 0.02% | +504+21.0% | Added |
| Riverview Trust Co | 2,903 | $245.0K | 0.18% | +924+46.7% | Added |
| Mather Group, LLC. | 2,907 | $245.0K | 0.00% | +2,907 | New |
| E Fund Management Co., Ltd. | 2,933 | $247.0K | 0.01% | −379−11.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,925 | $247.0K | 0.02% | +170+6.2% | Added |
| Credit Agricole S A | 2,935 | $247.0K | 0.01% | +659+29.0% | Added |
| Triasima Portfolio Management inc. | 2,931 | $247.0K | 0.01% | +2,931 | New |
| Pflug Koory, LLC | 2,937 | $248.0K | 0.12% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,956 | $249.0K | 0.04% | −169−5.4% | Reduced |
| Good Life Advisors, LLC | 2,967 | $250.0K | 0.03% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,981 | $251.0K | 0.04% | −263−8.1% | Reduced |
| Private Advisory Group LLC | 2,978 | $251.0K | 0.05% | +2,978 | New |
| Berkeley, Inc | 2,984 | $251.6K | 0.18% | +4+0.1% | Added |
| Acropolis Investment Management, LLC | 2,991 | $252.0K | 0.02% | +354+13.4% | Added |
| Wimmer Associates 1, LLC | 3,000 | $253.0K | 0.14% | +210+7.5% | Added |
| Fisher Asset Management, LLC | 3,016 | $254.0K | 0.00% | −1,649−35.3% | Reduced |
| Koshinski Asset Management, Inc. | 3,020 | $254.6K | 0.02% | +180+6.3% | Added |
| Westshore Wealth, LLC | 3,030 | $255.0K | 0.17% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,021 | $255.0K | 0.04% | −3−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 3,024 | $255.0K | 0.00% | +10+0.3% | Added |
| Vantage Consulting Group Inc | 3,037 | $256.0K | 0.10% | −381−11.1% | Reduced |
| Syntax Advisors, LLC | 3,037 | $256.0K | 0.22% | −381−11.1% | Reduced |
| Leonteq Securities AG | 3,057 | $257.7K | 0.01% | +846+38.3% | Added |
| Carolinas Wealth Consulting LLC | 3,061 | $258.0K | 0.06% | −100−3.2% | Reduced |
| Cypress Capital Group | 3,068 | $259.0K | 0.03% | +3,068 | New |
| Northstar Asset Management LLC | 3,090 | $260.0K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,095 | $260.0K | 0.01% | +292+10.4% | Added |
| Financial Consulate, Inc | 3,100 | $261.0K | 0.10% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 3,105 | $262.0K | 0.17% | +375+13.7% | Added |
| Atlas Capital Advisors LLC | 3,131 | $264.0K | 0.04% | +153+5.1% | Added |
| Ameritas Advisory Services, LLC | 3,145 | $265.0K | 0.01% | +3,145 | New |
| Legacy Financial Advisors, Inc. | 3,169 | $267.0K | 0.06% | +406+14.7% | Added |
| Parkside Advisors LLC | 3,186 | $269.0K | 0.09% | −644−16.8% | Reduced |
| Jacobi Capital Management LLC | 3,185 | $269.0K | 0.03% | −77−2.4% | Reduced |
| Convergence Investment Partners, LLC | 3,196 | $269.0K | 0.14% | −17−0.5% | Reduced |
| Brave Asset Management Inc | 3,200 | $270.0K | 0.09% | 00.0% | Unchanged |
| Cutler Group LP | 3,204 | $270.0K | 0.03% | +591+22.6% | Added |