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 |
|---|---|---|---|---|---|
| Murphy Capital Management Inc | 4,410 | $371.0K | 0.04% | +4,410 | New |
| Pinebridge Investments, L.P. | 4,461 | $376.0K | 0.00% | −27,292−86.0% | Reduced |
| Integrated Wealth Concepts LLC | 4,458 | $376.0K | 0.01% | −2,884−39.3% | Reduced |
| Abbrea Capital, LLC | 4,498 | $379.0K | 0.05% | +125+2.9% | Added |
| Cypress Wealth Services, LLC | 4,491 | $379.0K | 0.10% | +133+3.1% | Added |
| Dynamic Advisor Solutions LLC | 4,533 | $382.0K | 0.03% | −455−9.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,541 | $382.0K | 0.13% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 4,545 | $383.0K | 0.02% | 00.0% | Unchanged |
| Highland Private Wealth Management | 4,539 | $383.0K | 0.05% | +200+4.6% | Added |
| Relyea Zuckerberg Hanson LLC | 4,576 | $384.0K | 0.13% | +133+3.0% | Added |
| RFG Advisory, LLC | 4,562 | $385.0K | 0.02% | +454+11.1% | Added |
| First Affirmative Financial Network | 4,582 | $386.0K | 0.37% | +268+6.2% | Added |
| Operose Advisors LLC | 4,616 | $389.0K | 0.27% | +6+0.1% | Added |
| Gladstone Institutional Advisory LLC | 4,653 | $392.0K | 0.03% | +332+7.7% | Added |
| Cardiff Park Advisors, LLC | 4,669 | $394.0K | 0.06% | +25+0.5% | Added |
| Claro Advisors LLC | 4,720 | $397.0K | 0.14% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,710 | $397.0K | 0.14% | +13+0.3% | Added |
| Davis R M Inc | 4,724 | $398.0K | 0.01% | −350−6.9% | Reduced |
| DSC Advisors, L.P. | 4,725 | $398.0K | 0.32% | +4,725 | New |
| Investment House LLC | 4,729 | $399.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 4,738 | $399.0K | 0.03% | +1,523+47.4% | Added |
| Delta Financial Advisors LLC | 4,745 | $400.0K | 0.17% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 4,751 | $401.0K | 0.33% | −184−3.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,764 | $402.0K | 0.09% | −175−3.5% | Reduced |
| Tiedemann Advisors, LLC | 4,782 | $403.0K | 0.02% | +187+4.1% | Added |
| Corbett Road Capital Management, LLC | 4,791 | $404.0K | 0.52% | +4,791 | New |
| Equitable Trust Co | 4,831 | $408.0K | 0.03% | −315−6.1% | Reduced |
| Marquette Asset Management, LLC | 4,847 | $409.0K | 0.10% | +8+0.2% | Added |
| West Coast Financial LLC | 4,862 | $410.0K | 0.06% | −650−11.8% | Reduced |
| Penserra Capital Management LLC | 4,877 | $410.0K | 0.01% | +4,255+684.1% | Added |
| Canvas Wealth Advisors, LLC | 5,969 | $415.0K | 0.15% | −5,292−47.0% | Reduced |
| Desjardins Global Asset Management Inc. | 4,923 | $415.0K | 0.04% | −197−3.8% | Reduced |
| Nova R Wealth, Inc. | 4,924 | $415.0K | 0.35% | +34+0.7% | Added |
| Lincoln National Corp | 4,952 | $418.0K | 0.01% | +355+7.7% | Added |
| Occudo Quantitative Strategies LP | 4,972 | $419.0K | 0.04% | −8,020−61.7% | Reduced |
| Ropes Wealth Advisors LLC | 4,977 | $420.0K | 0.07% | −1,992−28.6% | Reduced |
| Gryphon Financial Partners LLC | 4,977 | $420.0K | 0.09% | −182−3.5% | Reduced |
| Difesa Capital Management, LP | 5,000 | $422.0K | 0.27% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,998 | $422.0K | 0.02% | +186+3.9% | Added |
| Wealthcare Advisory Partners LLC | 5,023 | $423.0K | 0.03% | +382+8.2% | Added |
| Robertson Stephens Wealth Management, LLC | 5,038 | $424.0K | 0.04% | −12−0.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $425.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,048 | $425.0K | 0.03% | +203+4.2% | Added |
| Keystone Financial Services | 6,646 | $426.0K | 0.25% | −86−1.3% | Reduced |
| West Family Investments, Inc. | 5,068 | $427.0K | 0.12% | +27+0.5% | Added |
| Minot Wealth Management LLC | 5,103 | $430.0K | 0.09% | +5,103 | New |
| AXS Investments LLC | 5,160 | $435.0K | 0.17% | −1,985−27.8% | Reduced |
| RMB Capital Management, LLC | 5,162 | $435.0K | 0.01% | +1,529+42.1% | Added |
| Marshall Financial Group LLC | 5,169 | $436.0K | 0.18% | +10.0% | Added |
| Smithfield Trust Co | 5,143 | $436.0K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 5,176 | $436.0K | 0.01% | +285+5.8% | Added |
| Childress Capital Advisors, LLC | 5,178 | $436.0K | 0.15% | +1,130+27.9% | Added |
| Diligent Investors, LLC | 5,183 | $437.0K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,200 | $438.0K | 0.05% | +715+15.9% | Added |
| Clarus Wealth Advisors | 5,371 | $438.0K | 0.27% | +5,371 | New |
| Asset Management Resources, LLC | 5,213 | $440.0K | 0.36% | −664−11.3% | Reduced |
| Norway Savings Bank | 5,220 | $440.0K | 0.20% | −360−6.5% | Reduced |
| Stratos Wealth Advisors, LLC | 5,237 | $442.0K | 0.04% | −1,276−19.6% | Reduced |
| Index Fund Advisors, Inc. | 5,244 | $442.0K | 0.03% | +1,030+24.4% | Added |
| Equitable Holdings, Inc. | 5,259 | $443.0K | 0.01% | +2,330+79.5% | Added |
| Vista Private Wealth Partners. LLC | 5,311 | $444.0K | 0.18% | −1,146−17.7% | Reduced |
| Boston Trust Walden Corp | 5,270 | $444.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,293 | $446.0K | 0.12% | +31+0.6% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $447.0K | 0.28% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,308 | $447.0K | 0.02% | +1,652+45.2% | Added |
| Family Legacy, Inc. | 5,321 | $449.0K | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,326 | $449.0K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,349 | $451.0K | 0.06% | −60−1.1% | Reduced |
| Sutton Place Investors LLC | 6,442 | $453.0K | 0.54% | −161−2.4% | Reduced |
| Baldwin Investment Management, LLC | 5,395 | $455.0K | 0.13% | +275+5.4% | Added |
| Berkshire Asset Management LLC | 5,405 | $456.0K | 0.03% | −150−2.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,407 | $456.0K | 0.31% | +176+3.4% | Added |
| Centiva Capital, LP | 5,445 | $459.0K | 0.03% | −6,568−54.7% | Reduced |
| CenterBook Partners LP | 5,448 | $459.0K | 0.16% | +679+14.2% | Added |
| American Money Management, LLC | 5,454 | $460.0K | 0.12% | −1,079−16.5% | Reduced |
| Savant Capital, LLC | 5,478 | $462.0K | 0.02% | +75+1.4% | Added |
| Addison Advisors LLC | 5,495 | $463.0K | 0.25% | +8+0.1% | Added |
| Court Place Advisors, LLC | 5,500 | $464.0K | 0.15% | −200−3.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,508 | $464.0K | 0.29% | 00.0% | Unchanged |
| Astrantus Ltd | 5,500 | $464.0K | 0.78% | +5,500 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5,570 | $470.0K | 0.10% | −1,261−18.5% | Reduced |
| TriaGen Wealth Management LLC | 5,585 | $471.0K | 0.24% | +5,585 | New |
| J. L. Bainbridge & Co., Inc. | 5,601 | $472.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,631 | $475.0K | 0.17% | +786+16.2% | Added |
| Ritholtz Wealth Management | 5,648 | $476.0K | 0.03% | +654+13.1% | Added |
| Nicolet Bankshares Inc | 5,660 | $477.0K | 0.10% | −100−1.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,666 | $478.0K | 0.18% | −677−10.7% | Reduced |
| Principle Wealth Partners LLC | 5,664 | $478.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 5,682 | $479.0K | 0.24% | +6+0.1% | Added |
| Parametrica Management Ltd | 5,674 | $479.0K | 0.35% | +5,674 | New |
| CNB Bank | 5,703 | $481.0K | 0.27% | −62−1.1% | Reduced |
| qPULA Trading Management LP | 5,700 | $481.0K | 0.64% | +5,700 | New |
| Harvest Fund Management Co., Ltd | 5,717 | $482.0K | 0.10% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 5,759 | $485.5K | 0.03% | +182+3.3% | Added |
| Stevens Capital Management LP | 5,776 | $487.0K | 0.11% | −14,253−71.2% | Reduced |
| Rehmann Capital Advisory Group | 5,777 | $487.1K | 0.05% | +84+1.5% | Added |
| Chilton Capital Management LLC | 5,817 | $491.0K | 0.03% | −467−7.4% | Reduced |
| Mutual Advisors, LLC | 5,822 | $491.0K | 0.03% | −44−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 5,858 | $494.0K | 0.04% | −40−0.7% | Reduced |
| HB Wealth Management, LLC | 5,884 | $496.0K | 0.01% | +2,374+67.6% | Added |