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 |
|---|---|---|---|---|---|
| Arden Trust Co | 12,965 | $1.09M | 0.21% | −1,123−8.0% | Reduced |
| Sage Rhino Capital LLC | 12,983 | $1.09M | 0.33% | −971−7.0% | Reduced |
| Professional Financial Advisors, LLC | 13,049 | $1.10M | 0.47% | −2,591−16.6% | Reduced |
| Sequoia Financial Advisors, LLC | 13,064 | $1.10M | 0.03% | +2,648+25.4% | Added |
| Ballentine Partners, LLC | 13,090 | $1.10M | 0.03% | +241+1.9% | Added |
| Evermay Wealth Management LLC | 13,123 | $1.11M | 0.19% | −300−2.2% | Reduced |
| Clarius Group, LLC | 13,272 | $1.12M | 0.09% | 00.0% | Unchanged |
| Capital Advisors Inc | 13,256 | $1.12M | 0.03% | +193+1.5% | Added |
| Eagle Asset Management Inc | 13,275 | $1.12M | 0.01% | −508−3.7% | Reduced |
| Assetmark, Inc | 13,303 | $1.12M | 0.00% | +9,666+265.8% | Added |
| Platform Technology Partners | 13,508 | $1.14M | 0.55% | −281−2.0% | Reduced |
| Wedbush Securities Inc | 13,556 | $1.14M | 0.05% | −357−2.6% | Reduced |
| Lake Street Advisors Group, LLC | 13,608 | $1.15M | 0.07% | +577+4.4% | Added |
| Strategic Blueprint, LLC | 13,684 | $1.15M | 0.13% | +6,888+101.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 13,700 | $1.16M | 0.17% | +1,176+9.4% | Added |
| Pettyjohn, Wood & White, Inc | 13,733 | $1.16M | 0.25% | +175+1.3% | Added |
| World Equity Group, Inc. | 13,790 | $1.16M | 0.25% | +13,790 | New |
| Y-Intercept (Hong Kong) Ltd | 13,812 | $1.16M | 0.27% | +13,812 | New |
| Trust Asset Management LLC | 13,979 | $1.18M | 0.14% | +527+3.9% | Added |
| Allen Capital Group, LLC | 14,034 | $1.18M | 0.23% | −2,841−16.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 14,053 | $1.19M | 0.42% | −582−4.0% | Reduced |
| Laurion Capital Management LP | 14,050 | $1.19M | 0.03% | +14,050 | New |
| Cullen/Frost Bankers, Inc. | 14,079 | $1.19M | 0.02% | +79+0.6% | Added |
| HMS Capital Management, LLC | 14,132 | $1.19M | 0.54% | +14,132 | New |
| Lido Advisors, LLC | 14,194 | $1.20M | 0.02% | +4,541+47.0% | Added |
| Carmel Capital Partners, LLC | 14,193 | $1.20M | 1.00% | −4,432−23.8% | Reduced |
| KB Financial Partners, LLC | 14,213 | $1.20M | 0.33% | +919+6.9% | Added |
| Schechter Investment Advisors, LLC | 14,306 | $1.21M | 0.11% | +510+3.7% | Added |
| Wealthsource Partners, LLC | 14,312 | $1.21M | 0.08% | +6,093+74.1% | Added |
| Mogy Joel R Investment Counsel Inc | 14,347 | $1.21M | 0.10% | 00.0% | Unchanged |
| Krilogy Financial LLC | 14,409 | $1.22M | 0.12% | +51+0.4% | Added |
| Nomura Holdings Inc | 14,559 | $1.22M | 0.01% | −13,717−48.5% | Reduced |
| United Capital Financial Advisers, LLC | 14,429 | $1.22M | 0.01% | −5,044−25.9% | Reduced |
| Jefferies Group LLC | 14,505 | $1.22M | 0.03% | +14,505 | New |
| Clay Northam Wealth Management, LLC | 14,580 | $1.23M | 1.24% | −300−2.0% | Reduced |
| PFS Investments Inc. | 14,575 | $1.23M | 0.02% | +14,575 | New |
| Uncommon Cents Investing LLC | 14,597 | $1.23M | 0.45% | 00.0% | Unchanged |
| Royce & Associates LP | 14,671 | $1.24M | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 14,668 | $1.24M | 0.01% | +14,668 | New |
| Checchi Capital Advisers, LLC | 14,708 | $1.24M | 0.13% | +1,218+9.0% | Added |
| NorthCrest Asset Manangement, LLC | 14,858 | $1.25M | 0.06% | −4,117−21.7% | Reduced |
| National Bank of Canada | 14,972 | $1.26M | 0.00% | +6,087+68.5% | Added |
| Summit Trail Advisors, LLC | 15,030 | $1.27M | 0.10% | +4,061+37.0% | Added |
| Voya Financial Advisors, Inc. | 14,328 | $1.27M | 0.15% | +3,956+38.1% | Added |
| Founders Financial Securities LLC | 15,263 | $1.29M | 0.23% | +10+0.1% | Added |
| Fruth Investment Management | 15,429 | $1.30M | 0.36% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,425 | $1.30M | 0.15% | +93+0.6% | Added |
| Bank of Hawaii | 15,431 | $1.30M | 0.07% | +216+1.4% | Added |
| Nicholas Hoffman & Company, LLC. | 15,548 | $1.31M | 0.05% | +376+2.5% | Added |
| Providence Wealth Advisors, LLC | 15,743 | $1.31M | 0.85% | +144+0.9% | Added |
| Gsa Capital Partners LLP | 15,639 | $1.32M | 0.18% | +15,639 | New |
| Brown Advisory Securities, LLC | 15,714 | $1.32M | 0.77% | −5,130−24.6% | Reduced |
| Wolverine Trading, LLC | 15,005 | $1.33M | 0.04% | +7,599+102.6% | Added |
| Ashton Thomas Private Wealth, LLC | 15,849 | $1.34M | 0.12% | +8,247+108.5% | Added |
| Two Sigma Investments, LP | 15,863 | $1.34M | 0.00% | +15,863 | New |
| JNBA Financial Advisors | 15,873 | $1.34M | 0.18% | −186−1.2% | Reduced |
| Two Sigma Securities, LLC | 16,006 | $1.35M | 0.19% | +8,482+112.7% | Added |
| XTX Topco Ltd | 16,020 | $1.35M | 0.59% | +16,020 | New |
| Ambassador Advisors, LLC | 16,068 | $1.35M | 0.26% | +226+1.4% | Added |
| Duff & Phelps Investment Management Co | 16,080 | $1.36M | 0.02% | +16,080 | New |
| Brown Capital Management LLC | 16,091 | $1.36M | 0.01% | −45−0.3% | Reduced |
| Diversified Investment Strategies, LLC | 16,100 | $1.36M | 0.93% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 16,263 | $1.37M | 0.58% | −471−2.8% | Reduced |
| FDx Advisors, Inc. | 16,294 | $1.37M | 0.05% | +618+3.9% | Added |
| Seeyond | 16,319 | $1.38M | 0.14% | −355−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,463 | $1.39M | 0.11% | +1,701+11.5% | Added |
| Empowered Funds, LLC | 16,485 | $1.39M | 0.15% | +7,556+84.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 16,521 | $1.39M | 0.38% | −8,886−35.0% | Reduced |
| Doheny Asset Management | 16,561 | $1.40M | 1.02% | −2,000−10.8% | Reduced |
| Boston Common Asset Management, LLC | 16,585 | $1.40M | 0.06% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 16,585 | $1.40M | 0.51% | +16,585 | New |
| Colony Group LLC | 16,623 | $1.40M | 0.02% | −469−2.7% | Reduced |
| Stokes Family Office, LLC | 16,882 | $1.42M | 0.19% | +140+0.8% | Added |
| McCarthy Asset Management, Inc. | 16,886 | $1.42M | 0.99% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 16,936 | $1.43M | 0.46% | −8,998−34.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,169 | $1.45M | 0.39% | −390−2.2% | Reduced |
| Wealth Alliance | 17,255 | $1.45M | 0.30% | −666−3.7% | Reduced |
| Tealwood Asset Management Inc | 17,250 | $1.45M | 0.62% | −41−0.2% | Reduced |
| Titleist Asset Management, Ltd. | 17,285 | $1.46M | 0.30% | +476+2.8% | Added |
| Kelly Lawrence W & Associates Inc | 17,293 | $1.46M | 0.31% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 17,371 | $1.47M | 0.12% | −1,906−9.9% | Reduced |
| Silvant Capital Management LLC | 17,381 | $1.47M | 0.28% | +17,381 | New |
| Unigestion Holding SA | 17,524 | $1.48M | 0.06% | −4,360−19.9% | Reduced |
| Tranquility Partners, LLC | 17,653 | $1.49M | 0.70% | +181+1.0% | Added |
| Avitas Wealth Management LLC | 17,778 | $1.50M | 0.27% | +17,778 | New |
| Vident Investment Advisory, LLC | 17,902 | $1.51M | 0.04% | −14,064−44.0% | Reduced |
| EP Wealth Advisors, LLC | 17,907 | $1.51M | 0.03% | +3,187+21.7% | Added |
| Balentine LLC | 17,954 | $1.51M | 0.05% | +10,273+133.7% | Added |
| Industrial Alliance Investment Management Inc. | 17,998 | $1.52M | 0.04% | −7,344−29.0% | Reduced |
| Hedges Asset Management LLC | 18,000 | $1.52M | 1.18% | −500−2.7% | Reduced |
| Gilman Hill Asset Management, LLC | 18,160 | $1.53M | 0.35% | 00.0% | Unchanged |
| We Are One Seven, LLC | 18,174 | $1.53M | 0.16% | −151−0.8% | Reduced |
| Fiduciary Trust Co | 18,184 | $1.53M | 0.03% | −1,300−6.7% | Reduced |
| Mizuho Markets Cayman LP | 18,549 | $1.56M | 0.17% | +9,617+107.7% | Added |
| Cetera Advisor Networks LLC | 18,933 | $1.60M | 0.02% | −7,759−29.1% | Reduced |
| Essex Savings Bank | 19,004 | $1.60M | 0.53% | +4,490+30.9% | Added |
| Signaturefd, LLC | 19,132 | $1.61M | 0.05% | −838−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 19,179 | $1.62M | 0.06% | −530−2.7% | Reduced |
| CAPROCK Group, Inc. | 19,257 | $1.62M | 0.15% | +6,762+54.1% | Added |
| ProVise Management Group, LLC | 19,588 | $1.65M | 0.16% | +2,251+13.0% | Added |