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 |
|---|---|---|---|---|---|
| Ironwood Financial, llc | 9,111 | $768.0K | 0.22% | 00.0% | Unchanged |
| Aries Wealth Management | 9,111 | $768.0K | 0.33% | +9,111 | New |
| Omega Financial Group, LLC | 9,111 | $768.0K | 0.33% | +9,111 | New |
| Smith, Moore & Co. | 9,135 | $770.0K | 0.11% | −33−0.4% | Reduced |
| Arkadios Wealth Advisors | 9,173 | $773.0K | 0.10% | −1,395−13.2% | Reduced |
| SNS Financial Group, LLC | 9,193 | $775.0K | 0.09% | −754−7.6% | Reduced |
| Pitcairn Co | 9,275 | $782.0K | 0.07% | −323−3.4% | Reduced |
| Fulton Bank, N.A. | 9,309 | $785.0K | 0.04% | −286−3.0% | Reduced |
| Inverness Counsel LLC | 9,314 | $785.0K | 0.04% | −116−1.2% | Reduced |
| Cannell Peter B & Co Inc | 9,346 | $788.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 9,369 | $790.0K | 0.07% | +221+2.4% | Added |
| Stableford Capital II LLC | 9,902 | $792.0K | 0.34% | +9,902 | New |
| Symmetry Partners, LLC | 9,408 | $793.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9,434 | $795.0K | 0.03% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 9,438 | $796.0K | 0.42% | −62,282−86.8% | Reduced |
| Glenview Trust Co | 9,470 | $798.0K | 0.03% | +800+9.2% | Added |
| Clearstead Advisors, LLC | 9,502 | $801.0K | 0.05% | +1,998+26.6% | Added |
| BerganKDV Wealth Management, LLC | 9,500 | $801.0K | 0.09% | +8,665+1,037.7% | Added |
| Chemistry Wealth Management LLC | 9,544 | $805.0K | 0.28% | +9,544 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,625 | $810.0K | 0.07% | −3,300−25.5% | Reduced |
| Intrust Bank NA | 9,635 | $812.0K | 0.10% | −32−0.3% | Reduced |
| Apriem Advisors | 9,836 | $829.0K | 0.12% | −1,132−10.3% | Reduced |
| Logan Capital Management Inc | 9,831 | $829.0K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,885 | $833.0K | 0.06% | +1,670+20.3% | Added |
| Compass Advisory Group LLC | 10,000 | $843.0K | 0.44% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 10,051 | $847.0K | 0.03% | +3,742+59.3% | Added |
| Stony Point Wealth Management Inc. | 10,053 | $848.0K | 0.45% | +533+5.6% | Added |
| Eqis Capital Management, Inc. | 10,104 | $852.0K | 0.08% | −13,987−58.1% | Reduced |
| Avantax Advisory Services, Inc. | 10,105 | $854.0K | 0.01% | +1,861+22.6% | Added |
| Vestmark Advisory Solutions, Inc. | 10,179 | $858.0K | 0.05% | +998+10.9% | Added |
| Waldron Private Wealth LLC | 10,245 | $863.0K | 0.04% | +354+3.6% | Added |
| Dynamic Technology Lab Private Ltd | 10,255 | $865.0K | 0.10% | +4,058+65.5% | Added |
| Kovack Advisors, Inc. | 10,293 | $867.0K | 0.09% | −275−2.6% | Reduced |
| Capital Advantage, Inc. | 10,316 | $870.0K | 0.20% | +10,316 | New |
| Coldstream Capital Management Inc | 10,397 | $877.0K | 0.03% | −321−3.0% | Reduced |
| DCM Advisors, LLC | 10,423 | $879.0K | 0.31% | −291−2.7% | Reduced |
| Hall Capital Management Co Inc | 10,581 | $892.0K | 0.52% | +587+5.9% | Added |
| Violich Capital Management, Inc. | 10,605 | $894.0K | 0.13% | −375−3.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,623 | $896.0K | 0.43% | +30.0% | Added |
| Osborne Partners Capital Management, LLC | 10,764 | $907.0K | 0.07% | +26+0.2% | Added |
| Coastal Investment Advisors, Inc. | 10,777 | $909.0K | 0.18% | +54+0.5% | Added |
| Hardy Reed LLC | 10,827 | $913.0K | 0.17% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,873 | $917.0K | 0.05% | +1,465+15.6% | Added |
| Archford Capital Strategies, LLC | 11,210 | $918.0K | 0.20% | +2,466+28.2% | Added |
| Latitude Advisors, LLC | 10,887 | $918.0K | 0.21% | +2,977+37.6% | Added |
| Hyperion Capital Advisors LP | 10,899 | $919.0K | 0.35% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 10,933 | $922.0K | 0.04% | +10,933 | New |
| Stonnington Group, LLC | 11,347 | $926.0K | 0.22% | −9,565−45.7% | Reduced |
| Fractal Investments LLC | 10,998 | $927.0K | 0.27% | −43−0.4% | Reduced |
| CastleKnight Management LP | 11,000 | $927.0K | 0.25% | +11,000 | New |
| TCTC Holdings, LLC | 11,020 | $929.0K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 11,097 | $935.0K | 0.08% | −453−3.9% | Reduced |
| Greatmark Investment Partners, Inc. | 11,177 | $942.0K | 0.15% | +1,075+10.6% | Added |
| Aquatic Capital Management LLC | 11,200 | $944.0K | 1.41% | +11,200 | New |
| Barrett Asset Management, LLC | 11,213 | $945.0K | 0.04% | −2,759−19.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,229 | $947.0K | 0.02% | −497,145−97.8% | Reduced |
| FineMark National Bank & Trust | 11,227 | $947.0K | 0.04% | +1,689+17.7% | Added |
| ETF Managers Group, LLC | 10,733 | $953.0K | 0.02% | +212+2.0% | Added |
| Grimes & Company, Inc. | 11,407 | $962.0K | 0.05% | −10,947−49.0% | Reduced |
| Heartland Bank & Trust Co | 11,502 | $970.0K | 0.74% | −11,156−49.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 11,572 | $976.0K | 0.59% | −794−6.4% | Reduced |
| Point72 Asset Management, L.P. | 11,581 | $976.0K | 0.00% | +11,581 | New |
| Crumly & Associates Inc. | 11,595 | $978.0K | 0.37% | −107−0.9% | Reduced |
| Federated Hermes, Inc. | 11,617 | $979.0K | 0.00% | +452+4.0% | Added |
| Semmax Financial Advisors Inc. | 11,648 | $982.0K | 0.39% | −927−7.4% | Reduced |
| Clean Yield Group | 11,655 | $983.0K | 0.35% | +125+1.1% | Added |
| Loveless Wealth Management LLC | 11,660 | $983.0K | 0.56% | +410+3.6% | Added |
| Burton Enright Welch | 11,684 | $985.1K | 0.54% | +11,684 | New |
| First Financial Corp | 11,710 | $987.0K | 0.60% | −224−1.9% | Reduced |
| IMS Capital Management | 11,730 | $989.0K | 0.52% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,738 | $990.0K | 0.58% | +24+0.2% | Added |
| Diversified Trust Co | 11,860 | $1.00M | 0.03% | +1,171+11.0% | Added |
| Systematic Alpha Investments, LLC | 11,901 | $1.00M | 0.05% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 11,975 | $1.01M | 0.03% | +1,901+18.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,910 | $1.02M | 0.07% | +5,124+75.5% | Added |
| Sentry Investment Management LLC | 12,116 | $1.02M | 0.33% | +12,116 | New |
| Elmwood Wealth Management, Inc. | 12,141 | $1.02M | 0.53% | +420+3.6% | Added |
| Absolute Capital Management, LLC | 12,200 | $1.03M | 1.23% | +3,500+40.2% | Added |
| Private Ocean, LLC | 12,290 | $1.04M | 0.13% | +623+5.3% | Added |
| Cookson Peirce & Co Inc | 12,284 | $1.04M | 0.06% | +1,272+11.6% | Added |
| HCR Wealth Advisors | 12,297 | $1.04M | 0.17% | −496−3.9% | Reduced |
| Teza Capital Management LLC | 12,316 | $1.04M | 0.39% | +12,316 | New |
| IFP Advisors, Inc | 24,698 | $1.04M | 0.01% | +14,323+138.1% | Added |
| Ledyard National Bank | 12,360 | $1.04M | 0.10% | −119,300−90.6% | Reduced |
| Segall Bryant & Hamill, LLC | 12,405 | $1.04M | 0.01% | 00.0% | Unchanged |
| Sun Life Financial INC | 12,479 | $1.05M | 0.05% | −417−3.2% | Reduced |
| Quadrant Capital Group LLC | 12,475 | $1.05M | 0.13% | +465+3.9% | Added |
| Cascade Investment Advisors, Inc. | 12,538 | $1.06M | 0.64% | −522−4.0% | Reduced |
| Gemmer Asset Management LLC | 12,578 | $1.06M | 0.13% | −4,014−24.2% | Reduced |
| West Financial Advisors, LLC | 12,600 | $1.06M | 0.28% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 12,607 | $1.06M | 0.74% | +830+7.0% | Added |
| WESPAC Advisors SoCal, LLC | 12,625 | $1.06M | 0.33% | +7,420+142.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,662 | $1.07M | 0.07% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 12,684 | $1.07M | 0.58% | +153+1.2% | Added |
| Fund Management at Engine No. 1 LLC | 12,727 | $1.07M | 0.27% | +12,727 | New |
| Steward Partners Investment Advisory, LLC | 12,763 | $1.08M | 0.02% | −1,686−11.7% | Reduced |
| Summit Asset Management, LLC | 12,779 | $1.08M | 0.31% | +1,192+10.3% | Added |
| Forum Financial Management, LP | 12,802 | $1.08M | 0.05% | +71+0.6% | Added |
| ExodusPoint Capital Management, LP | 12,822 | $1.08M | 0.02% | +12,822 | New |
| Grove Bank & Trust | 12,892 | $1.09M | 0.21% | +50+0.4% | Added |