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 |
|---|---|---|---|---|---|
| B. Riley Wealth Management, Inc. | 19,605 | $1.65M | 0.13% | +701+3.7% | Added |
| Crescent Grove Advisors, LLC | 19,671 | $1.66M | 0.16% | +18+0.1% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.69M | 0.04% | −2,500−11.1% | Reduced |
| Aspen Investment Management Inc | 20,087 | $1.69M | 0.89% | +22+0.1% | Added |
| Signet Investment Advisory Group, Inc. | 20,140 | $1.70M | 1.02% | −735−3.5% | Reduced |
| Bowling Portfolio Management LLC | 20,328 | $1.71M | 0.37% | −182−0.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 20,368 | $1.72M | 0.61% | −403−1.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 20,405 | $1.72M | 0.06% | −541−2.6% | Reduced |
| SkyView Investment Advisors, LLC | 22,163 | $1.73M | 0.41% | +9,108+69.8% | Added |
| HM Payson & Co | 20,554 | $1.73M | 0.04% | +125+0.6% | Added |
| Accretive Wealth Partners, LLC | 20,562 | $1.73M | 1.09% | +74+0.4% | Added |
| Buckingham Strategic Wealth, LLC | 20,932 | $1.76M | 0.03% | +236+1.1% | Added |
| Veriti Management LLC | 20,967 | $1.77M | 0.21% | +709+3.5% | Added |
| Epoch Investment Partners, Inc. | 21,031 | $1.77M | 0.01% | +21,031 | New |
| Leisure Capital Management | 21,138 | $1.78M | 0.90% | −100−0.5% | Reduced |
| Profund Advisors LLC | 21,178 | $1.79M | 0.07% | −2,491−10.5% | Reduced |
| Greenleaf Trust | 21,360 | $1.80M | 0.02% | +800+3.9% | Added |
| Linker Capital Management Inc. | 21,477 | $1.81M | 1.80% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 21,586 | $1.82M | 1.30% | +1,015+4.9% | Added |
| High Pointe Capital Management LLC | 21,791 | $1.84M | 1.32% | −1,950−8.2% | Reduced |
| Central Bank & Trust Co | 21,807 | $1.84M | 0.29% | −279−1.3% | Reduced |
| Sheets Smith Investment Management | 21,824 | $1.84M | 2.26% | +674+3.2% | Added |
| Letko, Brosseau & Associates Inc | 21,846 | $1.84M | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 20,822 | $1.85M | 0.02% | +1,452+7.5% | Added |
| Birmingham Capital Management Co Inc | 21,920 | $1.85M | 0.64% | −1,350−5.8% | Reduced |
| JT Stratford LLC | 21,961 | $1.85M | 0.54% | −322−1.4% | Reduced |
| Genesee Capital Advisors, LLC | 22,038 | $1.86M | 0.97% | +22,038 | New |
| Change Path, LLC | 22,052 | $1.86M | 0.10% | +22,052 | New |
| Gamble Jones Investment Counsel | 22,300 | $1.88M | 0.12% | +30.0% | Added |
| Thomasville National Bank | 22,413 | $1.89M | 0.18% | −685−3.0% | Reduced |
| Beacon Financial Group | 21,640 | $1.89M | 0.25% | −56−0.3% | Reduced |
| American National Insurance Co | 22,580 | $1.90M | 0.51% | −4,975−18.1% | Reduced |
| Valeo Financial Advisors, LLC | 22,734 | $1.92M | 0.10% | +192+0.9% | Added |
| Bridges Investment Management Inc | 22,743 | $1.92M | 0.06% | −208−0.9% | Reduced |
| Dakota Wealth Management | 22,839 | $1.93M | 0.16% | +22,839 | New |
| Vestcor Inc | 22,920 | $1.93M | 0.07% | +5,061+28.3% | Added |
| Huntington National Bank | 23,084 | $1.95M | 0.02% | −1,109−4.6% | Reduced |
| Chesley Taft & Associates LLC | 24,451 | $1.96M | 0.11% | −2,605−9.6% | Reduced |
| Palisade Asset Management, LLC | 23,229 | $1.96M | 0.22% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 23,416 | $1.97M | 0.07% | −18,433−44.0% | Reduced |
| Old National Bancorp | 23,411 | $1.97M | 0.07% | +7,614+48.2% | Added |
| Metis Global Partners, LLC | 23,417 | $1.98M | 0.24% | +10,269+78.1% | Added |
| Ergoteles LLC | 23,535 | $1.98M | 0.08% | +18,652+382.0% | Added |
| K.J. Harrison & Partners Inc | 23,683 | $2.00M | 0.32% | 00.0% | Unchanged |
| Rossmore Private Capital | 23,689 | $2.00M | 0.31% | +4,525+23.6% | Added |
| NovaPoint Capital, LLC | 23,902 | $2.02M | 0.73% | +23,902 | New |
| Van Eck Associates Corp | 23,912 | $2.02M | 0.00% | −7,018−22.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 23,941 | $2.02M | 1.83% | −1,980−7.6% | Reduced |
| IBM Retirement Fund | 24,000 | $2.02M | 0.29% | −1,059−4.2% | Reduced |
| Dorsey Wright & Associates | 24,103 | $2.03M | 0.47% | +24,103 | New |
| Parallel Advisors, LLC | 22,987 | $2.04M | 0.08% | +20.0% | Added |
| Los Angeles Capital Management LLC | 24,287 | $2.05M | 0.01% | −32,441−57.2% | Reduced |
| 1st Source Bank | 24,316 | $2.05M | 0.13% | −90−0.4% | Reduced |
| Round Table Services, LLC | 24,523 | $2.07M | 0.35% | +36+0.1% | Added |
| Chartwell Investment Partners, LLC | 24,691 | $2.08M | 0.07% | −80.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 24,845 | $2.10M | 0.08% | +3,069+14.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.11M | 0.58% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 25,000 | $2.11M | 0.28% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 25,000 | $2.11M | 0.04% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 25,000 | $2.11M | 0.15% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 25,006 | $2.11M | 0.14% | +1,914+8.3% | Added |
| Hodges Capital Management Inc. | 25,012 | $2.11M | 0.17% | −65−0.3% | Reduced |
| Alerus Financial NA | 25,065 | $2.11M | 0.18% | −4,862−16.2% | Reduced |
| Allworth Financial LP | 25,088 | $2.12M | 0.03% | +3,538+16.4% | Added |
| Bokf, NA | 25,259 | $2.13M | 0.04% | −1,804−6.7% | Reduced |
| Aaron Wealth Advisors | 179,917 | $2.13M | 0.04% | +179,917 | New |
| Harbour Capital Advisors, LLC | 25,477 | $2.15M | 0.59% | −10,591−29.4% | Reduced |
| New York Life Investments Alternatives | 25,532 | $2.15M | 1.49% | −7,540−22.8% | Reduced |
| Moseley Investment Management Inc | 25,661 | $2.16M | 1.17% | +101+0.4% | Added |
| Naples Global Advisors, LLC | 25,785 | $2.17M | 0.25% | +1,230+5.0% | Added |
| CWA Asset Management Group, LLC | 25,816 | $2.18M | 0.17% | +227+0.9% | Added |
| Aspiriant, LLC | 25,863 | $2.18M | 0.12% | +348+1.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 25,920 | $2.19M | 1.95% | +351+1.4% | Added |
| Cigna Investments Inc | 26,435 | $2.23M | 0.28% | −7,504−22.1% | Reduced |
| Harfst & Associates, Inc. | 26,661 | $2.25M | 0.52% | +937+3.6% | Added |
| Empirical Finance, LLC | 26,656 | $2.25M | 0.25% | +3,067+13.0% | Added |
| Garner Asset Management Corp | 26,742 | $2.25M | 0.91% | +101+0.4% | Added |
| Sonen Capital LLC | 26,790 | $2.26M | 2.73% | −782−2.8% | Reduced |
| CWM, LLC | 26,856 | $2.26M | 0.02% | +9,099+51.2% | Added |
| Raymond James Trust N.A. | 26,924 | $2.27M | 0.07% | +2,333+9.5% | Added |
| Hudson Canyon Capital Management | 27,000 | $2.28M | 1.80% | −1,831−6.4% | Reduced |
| 180 Wealth Advisors, LLC | 29,695 | $2.28M | 0.50% | −41−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 27,178 | $2.29M | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 27,352 | $2.31M | 0.02% | −2,089−7.1% | Reduced |
| Associated Banc-Corp | 27,454 | $2.31M | 0.09% | +1,237+4.7% | Added |
| Walter & Keenan Financial Consulting Co | 27,506 | $2.32M | 0.79% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 27,591 | $2.33M | 0.25% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 27,637 | $2.33M | 0.23% | +2,766+11.1% | Added |
| Prudential PLC | 27,896 | $2.35M | 0.03% | +27,896 | New |
| Tiaa, FSB | 28,046 | $2.37M | 0.01% | −421−1.5% | Reduced |
| Redmond Asset Management, LLC | 28,098 | $2.37M | 0.71% | −1,306−4.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 27,734 | $2.38M | 0.19% | +25,234+1,009.4% | Added |
| Verition Fund Management LLC | 28,285 | $2.38M | 0.05% | +28,285 | New |
| William Allan, LLC | 28,465 | $2.40M | 1.81% | +1,470+5.4% | Added |
| Appleton Partners Inc | 28,589 | $2.41M | 0.20% | −2,978−9.4% | Reduced |
| Private Asset Management Inc | 28,648 | $2.42M | 0.33% | −3,169−10.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 28,889 | $2.44M | 0.04% | +9,647+50.1% | Added |
| Mirova | 29,225 | $2.46M | 0.33% | −526−1.8% | Reduced |
| Aj Wealth Strategies, LLC | 29,360 | $2.48M | 0.12% | +120.0% | Added |
| Advisor Partners LLC | 29,401 | $2.48M | 0.15% | +1,433+5.1% | Added |