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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 5,300 | $447.0K | 0.28% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,308 | $447.0K | 0.02% | +1,652+45.2% | Added |
| Parkside Financial Bank & Trust | 5,293 | $446.0K | 0.12% | +31+0.6% | Added |
| Vista Private Wealth Partners. LLC | 5,311 | $444.0K | 0.18% | −1,146−17.7% | Reduced |
| Boston Trust Walden Corp | 5,270 | $444.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,259 | $443.0K | 0.01% | +2,330+79.5% | Added |
| Stratos Wealth Advisors, LLC | 5,237 | $442.0K | 0.04% | −1,276−19.6% | Reduced |
| Index Fund Advisors, Inc. | 5,244 | $442.0K | 0.03% | +1,030+24.4% | Added |
| Asset Management Resources, LLC | 5,213 | $440.0K | 0.36% | −664−11.3% | Reduced |
| Norway Savings Bank | 5,220 | $440.0K | 0.20% | −360−6.5% | Reduced |
| SeaCrest Wealth Management, LLC | 5,200 | $438.0K | 0.05% | +715+15.9% | Added |
| Clarus Wealth Advisors | 5,371 | $438.0K | 0.27% | +5,371 | New |
| Diligent Investors, LLC | 5,183 | $437.0K | 0.13% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,169 | $436.0K | 0.18% | +10.0% | Added |
| Smithfield Trust Co | 5,143 | $436.0K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 5,176 | $436.0K | 0.01% | +285+5.8% | Added |
| Childress Capital Advisors, LLC | 5,178 | $436.0K | 0.15% | +1,130+27.9% | Added |
| AXS Investments LLC | 5,160 | $435.0K | 0.17% | −1,985−27.8% | Reduced |
| RMB Capital Management, LLC | 5,162 | $435.0K | 0.01% | +1,529+42.1% | Added |
| Minot Wealth Management LLC | 5,103 | $430.0K | 0.09% | +5,103 | New |
| West Family Investments, Inc. | 5,068 | $427.0K | 0.12% | +27+0.5% | Added |
| Keystone Financial Services | 6,646 | $426.0K | 0.25% | −86−1.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $425.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,048 | $425.0K | 0.03% | +203+4.2% | Added |
| Robertson Stephens Wealth Management, LLC | 5,038 | $424.0K | 0.04% | −12−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 5,023 | $423.0K | 0.03% | +382+8.2% | Added |
| Difesa Capital Management, LP | 5,000 | $422.0K | 0.27% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,998 | $422.0K | 0.02% | +186+3.9% | Added |
| Ropes Wealth Advisors LLC | 4,977 | $420.0K | 0.07% | −1,992−28.6% | Reduced |
| Gryphon Financial Partners LLC | 4,977 | $420.0K | 0.09% | −182−3.5% | Reduced |
| Occudo Quantitative Strategies LP | 4,972 | $419.0K | 0.04% | −8,020−61.7% | Reduced |
| Lincoln National Corp | 4,952 | $418.0K | 0.01% | +355+7.7% | Added |
| Canvas Wealth Advisors, LLC | 5,969 | $415.0K | 0.15% | −5,292−47.0% | Reduced |
| Desjardins Global Asset Management Inc. | 4,923 | $415.0K | 0.04% | −197−3.8% | Reduced |
| Nova R Wealth, Inc. | 4,924 | $415.0K | 0.35% | +34+0.7% | Added |
| West Coast Financial LLC | 4,862 | $410.0K | 0.06% | −650−11.8% | Reduced |
| Penserra Capital Management LLC | 4,877 | $410.0K | 0.01% | +4,255+684.1% | Added |
| Marquette Asset Management, LLC | 4,847 | $409.0K | 0.10% | +8+0.2% | Added |
| Equitable Trust Co | 4,831 | $408.0K | 0.03% | −315−6.1% | Reduced |
| Corbett Road Capital Management, LLC | 4,791 | $404.0K | 0.52% | +4,791 | New |
| Tiedemann Advisors, LLC | 4,782 | $403.0K | 0.02% | +187+4.1% | Added |
| YorkBridge Wealth Partners, LLC | 4,764 | $402.0K | 0.09% | −175−3.5% | Reduced |
| Keene & Associates, Inc. | 4,751 | $401.0K | 0.33% | −184−3.7% | Reduced |
| Delta Financial Advisors LLC | 4,745 | $400.0K | 0.17% | 00.0% | Unchanged |
| Investment House LLC | 4,729 | $399.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 4,738 | $399.0K | 0.03% | +1,523+47.4% | Added |
| Davis R M Inc | 4,724 | $398.0K | 0.01% | −350−6.9% | Reduced |
| DSC Advisors, L.P. | 4,725 | $398.0K | 0.32% | +4,725 | New |
| Claro Advisors LLC | 4,720 | $397.0K | 0.14% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,710 | $397.0K | 0.14% | +13+0.3% | Added |
| Cardiff Park Advisors, LLC | 4,669 | $394.0K | 0.06% | +25+0.5% | Added |
| Gladstone Institutional Advisory LLC | 4,653 | $392.0K | 0.03% | +332+7.7% | Added |
| Operose Advisors LLC | 4,616 | $389.0K | 0.27% | +6+0.1% | Added |
| First Affirmative Financial Network | 4,582 | $386.0K | 0.37% | +268+6.2% | Added |
| RFG Advisory, LLC | 4,562 | $385.0K | 0.02% | +454+11.1% | Added |
| Relyea Zuckerberg Hanson LLC | 4,576 | $384.0K | 0.13% | +133+3.0% | Added |
| Highland Capital Management, LLC | 4,545 | $383.0K | 0.02% | 00.0% | Unchanged |
| Highland Private Wealth Management | 4,539 | $383.0K | 0.05% | +200+4.6% | Added |
| Dynamic Advisor Solutions LLC | 4,533 | $382.0K | 0.03% | −455−9.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,541 | $382.0K | 0.13% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,498 | $379.0K | 0.05% | +125+2.9% | Added |
| Cypress Wealth Services, LLC | 4,491 | $379.0K | 0.10% | +133+3.1% | Added |
| Pinebridge Investments, L.P. | 4,461 | $376.0K | 0.00% | −27,292−86.0% | Reduced |
| Integrated Wealth Concepts LLC | 4,458 | $376.0K | 0.01% | −2,884−39.3% | Reduced |
| Edgestream Partners, L.P. | 4,404 | $371.0K | 0.03% | −3,368−43.3% | Reduced |
| Azimuth Capital Management LLC | 4,400 | $371.0K | 0.02% | −32−0.7% | Reduced |
| Murphy Capital Management Inc | 4,410 | $371.0K | 0.04% | +4,410 | New |
| Keel Point, LLC | 4,368 | $368.0K | 0.06% | −217−4.7% | Reduced |
| Wedmont Private Capital | 4,469 | $368.0K | 0.08% | +1,484+49.7% | Added |
| Graypoint LLC | 4,347 | $367.0K | 0.04% | +4,347 | New |
| V Wealth Advisors LLC | 4,343 | $366.0K | 0.06% | −82−1.9% | Reduced |
| Geller Advisors LLC | 4,326 | $365.0K | 0.07% | +20+0.5% | Added |
| Private Trust Co NA | 4,319 | $364.0K | 0.06% | +1,109+34.5% | Added |
| QVR LLC | 4,323 | $364.0K | 1.45% | +4,323 | New |
| Old Mission Investment Co LLC | 4,275 | $360.4K | 0.13% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 4,267 | $360.0K | 0.32% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 4,265 | $360.0K | 0.13% | +225+5.6% | Added |
| CKW Financial Group | 4,300 | $359.0K | 0.05% | +1,000+30.3% | Added |
| BlueCrest Capital Management Ltd | 4,242 | $358.0K | 0.03% | +4,242 | New |
| RDA Financial Network | 4,236 | $357.0K | 0.15% | +4,236 | New |
| Institute for Wealth Management, LLC. | 4,218 | $356.0K | 0.06% | +59+1.4% | Added |
| GoalVest Advisory LLC | 4,218 | $356.0K | 0.20% | +4,218 | New |
| Purus Wealth Management, LLC | 4,198 | $354.0K | 0.24% | −10.0% | Reduced |
| CX Institutional | 4,184 | $353.0K | 0.03% | +495+13.4% | Added |
| Sutton Wealth Advisors Inc. | 4,177 | $352.2K | 0.12% | +65+1.6% | Added |
| Trail Ridge Investment Advisors, LLC | 4,180 | $352.0K | 0.22% | 00.0% | Unchanged |
| Intersect Capital LLC | 4,181 | $352.0K | 0.07% | +1,127+36.9% | Added |
| Norris Perne & French LLP | 4,164 | $351.0K | 0.03% | +4,164 | New |
| Integrated Advisors Network LLC | 4,157 | $350.0K | 0.02% | −26−0.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,142 | $349.0K | 0.10% | +180+4.5% | Added |
| Essex LLC | 4,129 | $348.0K | 0.09% | −1,666−28.7% | Reduced |
| Sonora Investment Management Group, LLC | 4,135 | $348.0K | 0.04% | −226−5.2% | Reduced |
| Garrison Bradford & Associates Inc | 4,100 | $346.0K | 0.34% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 4,100 | $346.0K | 0.13% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,104 | $346.0K | 0.04% | +233+6.0% | Added |
| Pinnacle Family Advisors, LLC | 4,020 | $339.0K | 0.18% | +4,020 | New |
| Triad Investment Management | 4,005 | $338.0K | 0.32% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,000 | $337.0K | 0.07% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 4,000 | $337.0K | 0.16% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $337.0K | 0.09% | 00.0% | Unchanged |