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 |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 5,965 | $503.0K | 0.03% | −1,021−14.6% | Reduced |
| BTR Capital Management Inc | 5,987 | $505.0K | 0.06% | 00.0% | Unchanged |
| Bank of the West | 6,017 | $507.0K | 0.05% | −437−6.8% | Reduced |
| LVW Advisors, LLC | 6,031 | $508.0K | 0.09% | −819−12.0% | Reduced |
| Pointe Capital Management LLC | 6,057 | $511.0K | 0.33% | +168+2.9% | Added |
| Studio Investment Management LLC | 6,073 | $512.0K | 0.17% | −278−4.4% | Reduced |
| Wintrust Investments LLC | 6,114 | $515.0K | 0.05% | 00.0% | Unchanged |
| RMR Wealth Builders | 6,159 | $519.0K | 0.11% | +6,159 | New |
| TAGStone Capital, Inc. | 6,168 | $520.0K | 0.44% | +15+0.2% | Added |
| Davidson Investment Advisors | 6,175 | $521.0K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,215 | $524.0K | 0.10% | +390+6.7% | Added |
| Tompkins Financial Corp | 6,235 | $526.0K | 0.07% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,256 | $527.0K | 0.22% | −694−10.0% | Reduced |
| Moors & Cabot, Inc. | 6,263 | $528.0K | 0.03% | +274+4.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,285 | $530.0K | 0.05% | +31+0.5% | Added |
| Navalign, LLC | 7,740 | $531.0K | 0.22% | −1,702−18.0% | Reduced |
| Wealthspire Advisors, LLC | 6,369 | $537.0K | 0.01% | −3,429−35.0% | Reduced |
| Orion Portfolio Solutions, LLC | 6,377 | $538.0K | 0.02% | +232+3.8% | Added |
| NBT Bank N A | 6,401 | $539.0K | 0.07% | −105−1.6% | Reduced |
| Fayez Sarofim & Co | 6,391 | $539.0K | 0.00% | 00.0% | Unchanged |
| Hyperion Asset Management Ltd | 6,540 | $551.0K | 0.02% | −5,750−46.8% | Reduced |
| First Dallas Securities Inc. | 6,550 | $552.0K | 0.31% | −500−7.1% | Reduced |
| BSW Wealth Partners | 6,543 | $552.0K | 0.14% | +202+3.2% | Added |
| Bahl & Gaynor Inc | 6,580 | $555.0K | 0.00% | +68+1.0% | Added |
| Advisors Capital Management, LLC | 6,599 | $556.0K | 0.02% | +264+4.2% | Added |
| Main Street Financial Solutions, LLC | 6,637 | $560.0K | 0.08% | −20−0.3% | Reduced |
| Cetera Advisors LLC | 6,654 | $561.0K | 0.01% | +475+7.7% | Added |
| BOK Financial Private Wealth, Inc. | 6,667 | $562.0K | 0.04% | +547+8.9% | Added |
| Alpha Cubed Investments, LLC | 6,701 | $565.0K | 0.04% | +3,276+95.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,751 | $569.0K | 0.10% | −20−0.3% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 6,748 | $569.0K | 0.06% | +6,748 | New |
| Polaris Wealth Advisory Group, LLC | 7,118 | $570.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,775 | $571.2K | 0.02% | +1,948+40.4% | Added |
| Ossiam | 6,790 | $572.0K | 0.01% | +956+16.4% | Added |
| Hollencrest Capital Management | 6,793 | $573.0K | 0.05% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 6,835 | $576.0K | 0.17% | −875−11.3% | Reduced |
| Focus Financial Network, Inc. | 6,834 | $576.2K | 0.04% | −2,597−27.5% | Reduced |
| Pittenger & Anderson Inc | 6,881 | $580.0K | 0.03% | +74+1.1% | Added |
| Ellevest, Inc. | 6,877 | $580.0K | 0.05% | +1,093+18.9% | Added |
| Johnson Financial Group, Inc. | 6,901 | $582.0K | 0.04% | −722−9.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,920 | $583.0K | 0.11% | +363+5.5% | Added |
| Zullo Investment Group, Inc. | 6,923 | $584.0K | 0.30% | +583+9.2% | Added |
| Beach Investment Counsel Inc | 6,921 | $584.0K | 0.06% | +1,181+20.6% | Added |
| Park Avenue Securities LLC | 6,939 | $585.0K | 0.01% | +1,844+36.2% | Added |
| Balasa Dinverno & Foltz LLC | 6,998 | $590.0K | 0.04% | +405+6.1% | Added |
| Belpointe Asset Management LLC | 7,029 | $593.0K | 0.04% | −991−12.4% | Reduced |
| Fiera Capital Corp | 7,050 | $594.0K | 0.00% | +550+8.5% | Added |
| GFG Capital, LLC | 7,065 | $596.0K | 0.18% | +99+1.4% | Added |
| BBR Partners, LLC | 7,142 | $602.0K | 0.06% | −123−1.7% | Reduced |
| Alphinity Investment Management Pty Ltd | 7,160 | $604.0K | 0.01% | +7,160 | New |
| Garrison Point Advisors, LLC | 7,185 | $606.0K | 0.42% | −105−1.4% | Reduced |
| Orca Investment Management, LLC | 7,200 | $607.0K | 0.50% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,227 | $609.0K | 0.09% | +4,549+169.9% | Added |
| IFG Advisory, LLC | 7,266 | $612.0K | 0.06% | −9,581−56.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,265 | $613.0K | 0.08% | −760−9.5% | Reduced |
| Sigma Planning Corp | 7,272 | $613.0K | 0.02% | +1,088+17.6% | Added |
| Maven Securities LTD | 7,300 | $615.0K | 0.13% | +7,300 | New |
| Choate Investment Advisors | 7,336 | $619.0K | 0.03% | −75−1.0% | Reduced |
| Sand Hill Global Advisors, LLC | 7,380 | $622.0K | 0.03% | +1,032+16.3% | Added |
| Chicago Partners Investment Group LLC | 9,860 | $624.0K | 0.05% | −56−0.6% | Reduced |
| Csenge Advisory Group | 7,469 | $630.0K | 0.05% | +1,201+19.2% | Added |
| First National Bank of Hutchinson | 7,473 | $630.0K | 0.37% | +7,473 | New |
| Athena Investment Management | 7,458 | $630.0K | 0.49% | +7,458 | New |
| Exchange Traded Concepts, LLC | 7,503 | $633.0K | 0.01% | +7,115+1,833.8% | Added |
| Zeke Capital Advisors, LLC | 7,516 | $633.0K | 0.03% | +7,516 | New |
| RNC Capital Management LLC | 7,518 | $634.0K | 0.03% | 00.0% | Unchanged |
| DAGCO, Inc. | 8,280 | $637.0K | 0.29% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 7,638 | $644.0K | 0.14% | +7,638 | New |
| Trust Co of Virginia | 7,675 | $647.0K | 0.07% | −25−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 7,709 | $650.0K | 0.04% | +55+0.7% | Added |
| Independent Advisor Alliance | 7,728 | $652.0K | 0.03% | +3,143+68.5% | Added |
| Mount Yale Investment Advisors, LLC | 7,740 | $653.0K | 0.07% | +495+6.8% | Added |
| Aigen Investment Management, LP | 7,762 | $654.0K | 0.11% | −14,323−64.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,753 | $654.0K | 0.07% | +196+2.6% | Added |
| Atticus Wealth Management, LLC | 7,777 | $656.0K | 0.24% | −103−1.3% | Reduced |
| Ninety One SA (PTY) Ltd | 7,808 | $658.0K | 0.18% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7,870 | $663.5K | 0.08% | +2,330+42.1% | Added |
| Barings LLC | 7,871 | $664.0K | 0.02% | −556−6.6% | Reduced |
| Albion Financial Group | 7,871 | $664.0K | 0.06% | −61−0.8% | Reduced |
| ASB Consultores, LLC | 7,885 | $665.0K | 0.28% | +1,152+17.1% | Added |
| Amica Retiree Medical Trust | 7,887 | $665.0K | 0.62% | +2,392+43.5% | Added |
| Edgewood Management LLC | 7,960 | $671.0K | 0.00% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 7,957 | $671.0K | 0.18% | +584+7.9% | Added |
| Great Lakes Advisors, LLC | 8,090 | $682.0K | 0.01% | +126+1.6% | Added |
| Machina Capital S.A.S. | 8,100 | $683.0K | 1.50% | +5,100+170.0% | Added |
| Woodmont Investment Counsel LLC | 8,165 | $688.0K | 0.08% | +8,165 | New |
| Kingsview Wealth Management, LLC | 8,189 | $690.4K | 0.03% | −901−9.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,250 | $696.0K | 0.05% | −500−5.7% | Reduced |
| FinTrust Capital Advisors, LLC | 8,322 | $701.0K | 0.16% | +1,393+20.1% | Added |
| AIA Group Ltd | 8,348 | $704.0K | 0.03% | +2,568+44.4% | Added |
| TCI Wealth Advisors, Inc. | 8,381 | $707.0K | 0.11% | +583+7.5% | Added |
| Sawtooth Solutions, LLC | 8,442 | $712.0K | 0.09% | −8,338−49.7% | Reduced |
| Boston Financial Mangement LLC | 8,489 | $716.0K | 0.03% | +435+5.4% | Added |
| Avalon Investment & Advisory | 8,502 | $717.0K | 0.02% | −640−7.0% | Reduced |
| Proficio Capital Partners LLC | 8,561 | $720.0K | 0.11% | +996+13.2% | Added |
| 44 Wealth Management LLC | 8,554 | $721.0K | 0.26% | −49−0.6% | Reduced |
| Lyell Wealth Management, LP | 8,705 | $734.0K | 0.09% | +8,705 | New |
| Cozad Asset Management Inc | 8,808 | $743.0K | 0.10% | −258−2.8% | Reduced |
| Monograph Wealth Advisors, LLC | 8,813 | $743.0K | 0.19% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 8,950 | $755.0K | 0.22% | −603−6.3% | Reduced |