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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 11,648 | $982.0K | 0.39% | −927−7.4% | Reduced |
| Federated Hermes, Inc. | 11,617 | $979.0K | 0.00% | +452+4.0% | Added |
| Crumly & Associates Inc. | 11,595 | $978.0K | 0.37% | −107−0.9% | 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 |
| Heartland Bank & Trust Co | 11,502 | $970.0K | 0.74% | −11,156−49.2% | Reduced |
| Grimes & Company, Inc. | 11,407 | $962.0K | 0.05% | −10,947−49.0% | Reduced |
| ETF Managers Group, LLC | 10,733 | $953.0K | 0.02% | +212+2.0% | Added |
| 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 |
| Barrett Asset Management, LLC | 11,213 | $945.0K | 0.04% | −2,759−19.7% | Reduced |
| Aquatic Capital Management LLC | 11,200 | $944.0K | 1.41% | +11,200 | New |
| Greatmark Investment Partners, Inc. | 11,177 | $942.0K | 0.15% | +1,075+10.6% | Added |
| Patriot Investment Management Inc. | 11,097 | $935.0K | 0.08% | −453−3.9% | Reduced |
| TCTC Holdings, LLC | 11,020 | $929.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Stonnington Group, LLC | 11,347 | $926.0K | 0.22% | −9,565−45.7% | Reduced |
| IMC-Chicago, LLC | 10,933 | $922.0K | 0.04% | +10,933 | New |
| Hyperion Capital Advisors LP | 10,899 | $919.0K | 0.35% | 00.0% | Unchanged |
| 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 |
| Kestra Private Wealth Services, LLC | 10,873 | $917.0K | 0.05% | +1,465+15.6% | Added |
| Hardy Reed LLC | 10,827 | $913.0K | 0.17% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 10,777 | $909.0K | 0.18% | +54+0.5% | Added |
| Osborne Partners Capital Management, LLC | 10,764 | $907.0K | 0.07% | +26+0.2% | Added |
| Kiley Juergens Wealth Management, LLC | 10,623 | $896.0K | 0.43% | +30.0% | Added |
| Violich Capital Management, Inc. | 10,605 | $894.0K | 0.13% | −375−3.4% | Reduced |
| Hall Capital Management Co Inc | 10,581 | $892.0K | 0.52% | +587+5.9% | Added |
| DCM Advisors, LLC | 10,423 | $879.0K | 0.31% | −291−2.7% | Reduced |
| Coldstream Capital Management Inc | 10,397 | $877.0K | 0.03% | −321−3.0% | Reduced |
| Capital Advantage, Inc. | 10,316 | $870.0K | 0.20% | +10,316 | New |
| Kovack Advisors, Inc. | 10,293 | $867.0K | 0.09% | −275−2.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,255 | $865.0K | 0.10% | +4,058+65.5% | Added |
| Waldron Private Wealth LLC | 10,245 | $863.0K | 0.04% | +354+3.6% | Added |
| Vestmark Advisory Solutions, Inc. | 10,179 | $858.0K | 0.05% | +998+10.9% | Added |
| Avantax Advisory Services, Inc. | 10,105 | $854.0K | 0.01% | +1,861+22.6% | Added |
| Eqis Capital Management, Inc. | 10,104 | $852.0K | 0.08% | −13,987−58.1% | Reduced |
| Stony Point Wealth Management Inc. | 10,053 | $848.0K | 0.45% | +533+5.6% | Added |
| Freestone Capital Holdings, LLC | 10,051 | $847.0K | 0.03% | +3,742+59.3% | Added |
| Compass Advisory Group LLC | 10,000 | $843.0K | 0.44% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,885 | $833.0K | 0.06% | +1,670+20.3% | Added |
| 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 |
| Intrust Bank NA | 9,635 | $812.0K | 0.10% | −32−0.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,625 | $810.0K | 0.07% | −3,300−25.5% | Reduced |
| Chemistry Wealth Management LLC | 9,544 | $805.0K | 0.28% | +9,544 | New |
| 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 |
| Glenview Trust Co | 9,470 | $798.0K | 0.03% | +800+9.2% | Added |
| Monte Financial Group, LLC | 9,438 | $796.0K | 0.42% | −62,282−86.8% | Reduced |
| Salem Investment Counselors Inc | 9,434 | $795.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 9,408 | $793.0K | 0.05% | 00.0% | Unchanged |
| Stableford Capital II LLC | 9,902 | $792.0K | 0.34% | +9,902 | New |
| Laurel Wealth Advisors, Inc. | 9,369 | $790.0K | 0.07% | +221+2.4% | Added |
| Cannell Peter B & Co Inc | 9,346 | $788.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Pitcairn Co | 9,275 | $782.0K | 0.07% | −323−3.4% | Reduced |
| SNS Financial Group, LLC | 9,193 | $775.0K | 0.09% | −754−7.6% | Reduced |
| Arkadios Wealth Advisors | 9,173 | $773.0K | 0.10% | −1,395−13.2% | Reduced |
| Smith, Moore & Co. | 9,135 | $770.0K | 0.11% | −33−0.4% | Reduced |
| 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 |
| Concentric Wealth Management, LLC | 8,950 | $755.0K | 0.22% | −603−6.3% | Reduced |
| 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 |
| Lyell Wealth Management, LP | 8,705 | $734.0K | 0.09% | +8,705 | New |
| 44 Wealth Management LLC | 8,554 | $721.0K | 0.26% | −49−0.6% | Reduced |
| Proficio Capital Partners LLC | 8,561 | $720.0K | 0.11% | +996+13.2% | Added |
| Avalon Investment & Advisory | 8,502 | $717.0K | 0.02% | −640−7.0% | Reduced |
| Boston Financial Mangement LLC | 8,489 | $716.0K | 0.03% | +435+5.4% | Added |
| Sawtooth Solutions, LLC | 8,442 | $712.0K | 0.09% | −8,338−49.7% | Reduced |
| TCI Wealth Advisors, Inc. | 8,381 | $707.0K | 0.11% | +583+7.5% | Added |
| AIA Group Ltd | 8,348 | $704.0K | 0.03% | +2,568+44.4% | Added |
| FinTrust Capital Advisors, LLC | 8,322 | $701.0K | 0.16% | +1,393+20.1% | Added |
| Fukoku Mutual Life Insurance Co | 8,250 | $696.0K | 0.05% | −500−5.7% | Reduced |
| Kingsview Wealth Management, LLC | 8,189 | $690.4K | 0.03% | −901−9.9% | Reduced |
| Woodmont Investment Counsel LLC | 8,165 | $688.0K | 0.08% | +8,165 | New |
| Machina Capital S.A.S. | 8,100 | $683.0K | 1.50% | +5,100+170.0% | Added |
| Great Lakes Advisors, LLC | 8,090 | $682.0K | 0.01% | +126+1.6% | 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 |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 7,870 | $663.5K | 0.08% | +2,330+42.1% | Added |
| Ninety One SA (PTY) Ltd | 7,808 | $658.0K | 0.18% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7,777 | $656.0K | 0.24% | −103−1.3% | Reduced |
| 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 |
| Mount Yale Investment Advisors, LLC | 7,740 | $653.0K | 0.07% | +495+6.8% | Added |
| Independent Advisor Alliance | 7,728 | $652.0K | 0.03% | +3,143+68.5% | Added |
| Bragg Financial Advisors, Inc | 7,709 | $650.0K | 0.04% | +55+0.7% | Added |
| Trust Co of Virginia | 7,675 | $647.0K | 0.07% | −25−0.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 7,638 | $644.0K | 0.14% | +7,638 | New |
| DAGCO, Inc. | 8,280 | $637.0K | 0.29% | 00.0% | Unchanged |
| RNC Capital Management LLC | 7,518 | $634.0K | 0.03% | 00.0% | Unchanged |