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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 3,200 | $270.0K | 0.18% | +3,200 | New |
| Bradley Foster & Sargent Inc | 3,226 | $272.0K | 0.01% | +514+19.0% | Added |
| Verity & Verity, LLC | 3,235 | $273.0K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,112 | $273.0K | 0.05% | +4,112 | New |
| Rosenbaum Jay D. | 3,270 | $276.0K | 0.44% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,278 | $276.0K | 0.05% | +721+28.2% | Added |
| 9258 Wealth Management, LLC | 3,293 | $278.0K | 0.06% | −731−18.2% | Reduced |
| Essex Financial Services, Inc. | 3,298 | $278.0K | 0.03% | +187+6.0% | Added |
| Waddell & Associates, LLC | 3,329 | $281.0K | 0.05% | −3,812−53.4% | Reduced |
| Oak Thistle LLC | 3,336 | $281.0K | 0.15% | +3,336 | New |
| Three Bridge Wealth Advisors, LLC | 3,335 | $281.0K | 0.08% | +3,335 | New |
| Boyar Asset Management Inc. | 3,350 | $282.0K | 0.18% | −200−5.6% | Reduced |
| Sunflower Bank, N.A. | 3,344 | $282.0K | 0.04% | −135−3.9% | Reduced |
| Little House Capital LLC | 3,349 | $282.0K | 0.14% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,351 | $283.0K | 0.01% | −708−17.4% | Reduced |
| Providence Capital Advisors, LLC | 3,371 | $284.0K | 0.08% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 3,365 | $284.0K | 0.02% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,369 | $284.0K | 0.04% | +518+18.2% | Added |
| Eastern Bank | 3,387 | $285.0K | 0.01% | −208−5.8% | Reduced |
| First International Bank & Trust | 3,382 | $285.0K | 0.10% | +58+1.7% | Added |
| Almanack Investment Partners, LLC. | 3,393 | $286.0K | 0.02% | +357+11.8% | Added |
| Narus Financial Partners, LLC | 3,403 | $286.9K | 0.16% | +3,403 | New |
| Cambridge Trust Co | 3,399 | $287.0K | 0.01% | −722−17.5% | Reduced |
| CWS Financial Advisors, LLC | 3,421 | $288.0K | 0.11% | +12+0.4% | Added |
| Mystic Asset Management, Inc. | 3,418 | $288.0K | 0.15% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,426 | $289.0K | 0.02% | +3,426 | New |
| LCM Capital Management Inc | 3,472 | $293.0K | 0.24% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,487 | $294.0K | 0.01% | −389−10.0% | Reduced |
| Financial Enhancement Group LLC | 3,491 | $294.0K | 0.05% | −20−0.6% | Reduced |
| Jeppson Wealth Management, LLC | 3,544 | $298.0K | 0.14% | −1,235−25.8% | Reduced |
| Meristem Family Wealth, LLC | 3,532 | $298.0K | 0.03% | −206−5.5% | Reduced |
| NuWave Investment Management, LLC | 3,535 | $298.0K | 0.40% | +3,535 | New |
| Sigma Investment Counselors Inc | 3,574 | $301.0K | 0.02% | 00.0% | Unchanged |
| Carlson Capital Management | 3,584 | $302.0K | 0.03% | +6+0.2% | Added |
| Seaport Global Advisors, LLC | 3,577 | $302.0K | 0.97% | +3,577 | New |
| Klingenstein Fields & Co LP | 3,615 | $305.0K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,617 | $305.0K | 0.03% | +18+0.5% | Added |
| WNY Asset Management, LLC | 3,628 | $306.0K | 0.09% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,632 | $306.0K | 0.43% | +3,632 | New |
| Atlas Private Wealth Management | 3,669 | $309.0K | 0.18% | −62−1.7% | Reduced |
| Forte Capital LLC | 3,672 | $309.0K | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,660 | $309.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,668 | $309.0K | 0.01% | +72+2.0% | Added |
| Integrated Investment Consultants, LLC | 3,691 | $311.0K | 0.09% | −1,663−31.1% | Reduced |
| Avantax Planning Partners, Inc. | 3,691 | $311.0K | 0.01% | +217+6.2% | Added |
| Kaizen Financial Strategies | 3,705 | $312.0K | 0.24% | −9,545−72.0% | Reduced |
| Souders Financial Advisors | 3,717 | $313.0K | 0.09% | +27+0.7% | Added |
| Fieldpoint Private Securities, LLC | 3,732 | $315.0K | 0.06% | −235−5.9% | Reduced |
| Founders Capital Management | 3,750 | $315.0K | 0.20% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 3,769 | $318.0K | 0.10% | −638−14.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,810 | $321.0K | 0.23% | −98−2.5% | Reduced |
| Carson Advisory Inc. | 3,803 | $321.0K | 0.32% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,807 | $321.0K | 0.01% | +267+7.5% | Added |
| Bremer Bank National Association | 3,819 | $322.0K | 0.05% | −290−7.1% | Reduced |
| Willis Johnson & Associates, Inc. | 3,825 | $322.0K | 0.04% | +3,825 | New |
| Gould Asset Management LLC | 3,827 | $323.0K | 0.09% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 3,895 | $328.0K | 0.03% | −599−13.3% | Reduced |
| Crawford Investment Counsel Inc | 3,890 | $328.0K | 0.01% | +300+8.4% | Added |
| Grandfield & Dodd, LLC | 3,961 | $330.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,912 | $330.0K | 0.03% | +650+19.9% | Added |
| Joel Isaacson & Co., LLC | 4,446 | $333.0K | 0.02% | −45−1.0% | Reduced |
| Laffer Tengler Investments | 3,962 | $334.0K | 0.10% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,972 | $335.0K | 0.02% | +180+4.7% | Added |
| Knightsbridge Asset Management, LLC | 3,975 | $335.0K | 0.11% | +255+6.9% | Added |
| Chatham Capital Group, Inc. | 3,980 | $336.0K | 0.06% | +1,400+54.3% | Added |
| Sanders Morris Harris LLC | 4,000 | $337.0K | 0.07% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 4,000 | $337.0K | 0.16% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $337.0K | 0.09% | 00.0% | Unchanged |
| Triad Investment Management | 4,005 | $338.0K | 0.32% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 4,020 | $339.0K | 0.18% | +4,020 | New |
| Garrison Bradford & Associates Inc | 4,100 | $346.0K | 0.34% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 4,100 | $346.0K | 0.13% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,104 | $346.0K | 0.04% | +233+6.0% | Added |
| Essex LLC | 4,129 | $348.0K | 0.09% | −1,666−28.7% | Reduced |
| Sonora Investment Management Group, LLC | 4,135 | $348.0K | 0.04% | −226−5.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,142 | $349.0K | 0.10% | +180+4.5% | Added |
| Integrated Advisors Network LLC | 4,157 | $350.0K | 0.02% | −26−0.6% | Reduced |
| Norris Perne & French LLP | 4,164 | $351.0K | 0.03% | +4,164 | New |
| Trail Ridge Investment Advisors, LLC | 4,180 | $352.0K | 0.22% | 00.0% | Unchanged |
| Intersect Capital LLC | 4,181 | $352.0K | 0.07% | +1,127+36.9% | Added |
| Sutton Wealth Advisors Inc. | 4,177 | $352.2K | 0.12% | +65+1.6% | Added |
| CX Institutional | 4,184 | $353.0K | 0.03% | +495+13.4% | Added |
| Purus Wealth Management, LLC | 4,198 | $354.0K | 0.24% | −10.0% | Reduced |
| Institute for Wealth Management, LLC. | 4,218 | $356.0K | 0.06% | +59+1.4% | Added |
| GoalVest Advisory LLC | 4,218 | $356.0K | 0.20% | +4,218 | New |
| RDA Financial Network | 4,236 | $357.0K | 0.15% | +4,236 | New |
| BlueCrest Capital Management Ltd | 4,242 | $358.0K | 0.03% | +4,242 | New |
| CKW Financial Group | 4,300 | $359.0K | 0.05% | +1,000+30.3% | Added |
| Defined Wealth Management, LLC | 4,267 | $360.0K | 0.32% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 4,265 | $360.0K | 0.13% | +225+5.6% | Added |
| Old Mission Investment Co LLC | 4,275 | $360.4K | 0.13% | 00.0% | Unchanged |
| Private Trust Co NA | 4,319 | $364.0K | 0.06% | +1,109+34.5% | Added |
| QVR LLC | 4,323 | $364.0K | 1.45% | +4,323 | New |
| Geller Advisors LLC | 4,326 | $365.0K | 0.07% | +20+0.5% | Added |
| V Wealth Advisors LLC | 4,343 | $366.0K | 0.06% | −82−1.9% | Reduced |
| Graypoint LLC | 4,347 | $367.0K | 0.04% | +4,347 | New |
| Keel Point, LLC | 4,368 | $368.0K | 0.06% | −217−4.7% | Reduced |
| Wedmont Private Capital | 4,469 | $368.0K | 0.08% | +1,484+49.7% | Added |
| Edgestream Partners, L.P. | 4,404 | $371.0K | 0.03% | −3,368−43.3% | Reduced |
| Azimuth Capital Management LLC | 4,400 | $371.0K | 0.02% | −32−0.7% | Reduced |