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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Chicago Partners Investment Group LLC | 9,860 | $624.0K | 0.05% | −56−0.6% | Reduced |
| Sand Hill Global Advisors, LLC | 7,380 | $622.0K | 0.03% | +1,032+16.3% | Added |
| Choate Investment Advisors | 7,336 | $619.0K | 0.03% | −75−1.0% | Reduced |
| Maven Securities LTD | 7,300 | $615.0K | 0.13% | +7,300 | New |
| 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 |
| IFG Advisory, LLC | 7,266 | $612.0K | 0.06% | −9,581−56.9% | Reduced |
| Quantinno Capital Management LP | 7,227 | $609.0K | 0.09% | +4,549+169.9% | Added |
| Orca Investment Management, LLC | 7,200 | $607.0K | 0.50% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 7,185 | $606.0K | 0.42% | −105−1.4% | Reduced |
| Alphinity Investment Management Pty Ltd | 7,160 | $604.0K | 0.01% | +7,160 | New |
| BBR Partners, LLC | 7,142 | $602.0K | 0.06% | −123−1.7% | Reduced |
| GFG Capital, LLC | 7,065 | $596.0K | 0.18% | +99+1.4% | Added |
| Fiera Capital Corp | 7,050 | $594.0K | 0.00% | +550+8.5% | Added |
| Belpointe Asset Management LLC | 7,029 | $593.0K | 0.04% | −991−12.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 6,998 | $590.0K | 0.04% | +405+6.1% | Added |
| Park Avenue Securities LLC | 6,939 | $585.0K | 0.01% | +1,844+36.2% | 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 |
| Plante Moran Financial Advisors, LLC | 6,920 | $583.0K | 0.11% | +363+5.5% | Added |
| Johnson Financial Group, Inc. | 6,901 | $582.0K | 0.04% | −722−9.5% | 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 |
| Focus Financial Network, Inc. | 6,834 | $576.2K | 0.04% | −2,597−27.5% | Reduced |
| GSB Wealth Management, LLC | 6,835 | $576.0K | 0.17% | −875−11.3% | Reduced |
| Hollencrest Capital Management | 6,793 | $573.0K | 0.05% | 00.0% | Unchanged |
| Ossiam | 6,790 | $572.0K | 0.01% | +956+16.4% | Added |
| American Portfolios Advisors | 6,775 | $571.2K | 0.02% | +1,948+40.4% | Added |
| Polaris Wealth Advisory Group, LLC | 7,118 | $570.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Alpha Cubed Investments, LLC | 6,701 | $565.0K | 0.04% | +3,276+95.6% | Added |
| BOK Financial Private Wealth, Inc. | 6,667 | $562.0K | 0.04% | +547+8.9% | Added |
| Cetera Advisors LLC | 6,654 | $561.0K | 0.01% | +475+7.7% | Added |
| Main Street Financial Solutions, LLC | 6,637 | $560.0K | 0.08% | −20−0.3% | Reduced |
| Advisors Capital Management, LLC | 6,599 | $556.0K | 0.02% | +264+4.2% | Added |
| Bahl & Gaynor Inc | 6,580 | $555.0K | 0.00% | +68+1.0% | Added |
| 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 |
| Hyperion Asset Management Ltd | 6,540 | $551.0K | 0.02% | −5,750−46.8% | Reduced |
| 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 |
| Orion Portfolio Solutions, LLC | 6,377 | $538.0K | 0.02% | +232+3.8% | Added |
| Wealthspire Advisors, LLC | 6,369 | $537.0K | 0.01% | −3,429−35.0% | Reduced |
| Navalign, LLC | 7,740 | $531.0K | 0.22% | −1,702−18.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,285 | $530.0K | 0.05% | +31+0.5% | Added |
| Moors & Cabot, Inc. | 6,263 | $528.0K | 0.03% | +274+4.6% | Added |
| Veracity Capital LLC | 6,256 | $527.0K | 0.22% | −694−10.0% | Reduced |
| Tompkins Financial Corp | 6,235 | $526.0K | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,215 | $524.0K | 0.10% | +390+6.7% | Added |
| Davidson Investment Advisors | 6,175 | $521.0K | 0.04% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 6,168 | $520.0K | 0.44% | +15+0.2% | Added |
| RMR Wealth Builders | 6,159 | $519.0K | 0.11% | +6,159 | New |
| Wintrust Investments LLC | 6,114 | $515.0K | 0.05% | 00.0% | Unchanged |
| Studio Investment Management LLC | 6,073 | $512.0K | 0.17% | −278−4.4% | Reduced |
| Pointe Capital Management LLC | 6,057 | $511.0K | 0.33% | +168+2.9% | Added |
| LVW Advisors, LLC | 6,031 | $508.0K | 0.09% | −819−12.0% | Reduced |
| Bank of the West | 6,017 | $507.0K | 0.05% | −437−6.8% | Reduced |
| BTR Capital Management Inc | 5,987 | $505.0K | 0.06% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 5,965 | $503.0K | 0.03% | −1,021−14.6% | Reduced |
| HB Wealth Management, LLC | 5,884 | $496.0K | 0.01% | +2,374+67.6% | Added |
| Transcend Wealth Collective, LLC | 5,858 | $494.0K | 0.04% | −40−0.7% | Reduced |
| Chilton Capital Management LLC | 5,817 | $491.0K | 0.03% | −467−7.4% | Reduced |
| Mutual Advisors, LLC | 5,822 | $491.0K | 0.03% | −44−0.8% | Reduced |
| Rehmann Capital Advisory Group | 5,777 | $487.1K | 0.05% | +84+1.5% | Added |
| Stevens Capital Management LP | 5,776 | $487.0K | 0.11% | −14,253−71.2% | Reduced |
| Credential Qtrade Securities Inc. | 5,759 | $485.5K | 0.03% | +182+3.3% | Added |
| Harvest Fund Management Co., Ltd | 5,717 | $482.0K | 0.10% | 00.0% | Unchanged |
| CNB Bank | 5,703 | $481.0K | 0.27% | −62−1.1% | Reduced |
| qPULA Trading Management LP | 5,700 | $481.0K | 0.64% | +5,700 | New |
| State of Wyoming | 5,682 | $479.0K | 0.24% | +6+0.1% | Added |
| Parametrica Management Ltd | 5,674 | $479.0K | 0.35% | +5,674 | New |
| Quadrant Private Wealth Management, LLC | 5,666 | $478.0K | 0.18% | −677−10.7% | Reduced |
| Principle Wealth Partners LLC | 5,664 | $478.0K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,660 | $477.0K | 0.10% | −100−1.7% | Reduced |
| Ritholtz Wealth Management | 5,648 | $476.0K | 0.03% | +654+13.1% | Added |
| Rosenberg Matthew Hamilton | 5,631 | $475.0K | 0.17% | +786+16.2% | Added |
| J. L. Bainbridge & Co., Inc. | 5,601 | $472.0K | 0.06% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 5,585 | $471.0K | 0.24% | +5,585 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5,570 | $470.0K | 0.10% | −1,261−18.5% | Reduced |
| Court Place Advisors, LLC | 5,500 | $464.0K | 0.15% | −200−3.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,508 | $464.0K | 0.29% | 00.0% | Unchanged |
| Astrantus Ltd | 5,500 | $464.0K | 0.78% | +5,500 | New |
| Addison Advisors LLC | 5,495 | $463.0K | 0.25% | +8+0.1% | Added |
| Savant Capital, LLC | 5,478 | $462.0K | 0.02% | +75+1.4% | Added |
| American Money Management, LLC | 5,454 | $460.0K | 0.12% | −1,079−16.5% | Reduced |
| Centiva Capital, LP | 5,445 | $459.0K | 0.03% | −6,568−54.7% | Reduced |
| CenterBook Partners LP | 5,448 | $459.0K | 0.16% | +679+14.2% | Added |
| Berkshire Asset Management LLC | 5,405 | $456.0K | 0.03% | −150−2.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,407 | $456.0K | 0.31% | +176+3.4% | Added |
| Baldwin Investment Management, LLC | 5,395 | $455.0K | 0.13% | +275+5.4% | Added |
| Sutton Place Investors LLC | 6,442 | $453.0K | 0.54% | −161−2.4% | Reduced |
| Traynor Capital Management, Inc. | 5,349 | $451.0K | 0.06% | −60−1.1% | Reduced |
| Family Legacy, Inc. | 5,321 | $449.0K | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,326 | $449.0K | 0.06% | 00.0% | Unchanged |