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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 3,980 | $336.0K | 0.06% | +1,400+54.3% | Added |
| St Germain D J Co Inc | 3,972 | $335.0K | 0.02% | +180+4.7% | Added |
| Knightsbridge Asset Management, LLC | 3,975 | $335.0K | 0.11% | +255+6.9% | Added |
| Laffer Tengler Investments | 3,962 | $334.0K | 0.10% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,446 | $333.0K | 0.02% | −45−1.0% | Reduced |
| Grandfield & Dodd, LLC | 3,961 | $330.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,912 | $330.0K | 0.03% | +650+19.9% | Added |
| Sargent Bickham Lagudis LLC | 3,895 | $328.0K | 0.03% | −599−13.3% | Reduced |
| Crawford Investment Counsel Inc | 3,890 | $328.0K | 0.01% | +300+8.4% | Added |
| Gould Asset Management LLC | 3,827 | $323.0K | 0.09% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,819 | $322.0K | 0.05% | −290−7.1% | Reduced |
| Willis Johnson & Associates, Inc. | 3,825 | $322.0K | 0.04% | +3,825 | New |
| Kathleen S. Wright Associates Inc. | 3,810 | $321.0K | 0.23% | −98−2.5% | Reduced |
| Carson Advisory Inc. | 3,803 | $321.0K | 0.32% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,807 | $321.0K | 0.01% | +267+7.5% | Added |
| Affinity Capital Advisors, LLC | 3,769 | $318.0K | 0.10% | −638−14.5% | Reduced |
| Fieldpoint Private Securities, LLC | 3,732 | $315.0K | 0.06% | −235−5.9% | Reduced |
| Founders Capital Management | 3,750 | $315.0K | 0.20% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,717 | $313.0K | 0.09% | +27+0.7% | Added |
| Kaizen Financial Strategies | 3,705 | $312.0K | 0.24% | −9,545−72.0% | Reduced |
| Integrated Investment Consultants, LLC | 3,691 | $311.0K | 0.09% | −1,663−31.1% | Reduced |
| Avantax Planning Partners, Inc. | 3,691 | $311.0K | 0.01% | +217+6.2% | Added |
| Atlas Private Wealth Management | 3,669 | $309.0K | 0.18% | −62−1.7% | Reduced |
| Forte Capital LLC | 3,672 | $309.0K | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,660 | $309.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,668 | $309.0K | 0.01% | +72+2.0% | Added |
| WNY Asset Management, LLC | 3,628 | $306.0K | 0.09% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,632 | $306.0K | 0.43% | +3,632 | New |
| Klingenstein Fields & Co LP | 3,615 | $305.0K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,617 | $305.0K | 0.03% | +18+0.5% | Added |
| Carlson Capital Management | 3,584 | $302.0K | 0.03% | +6+0.2% | Added |
| Seaport Global Advisors, LLC | 3,577 | $302.0K | 0.97% | +3,577 | New |
| Sigma Investment Counselors Inc | 3,574 | $301.0K | 0.02% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 3,544 | $298.0K | 0.14% | −1,235−25.8% | Reduced |
| Meristem Family Wealth, LLC | 3,532 | $298.0K | 0.03% | −206−5.5% | Reduced |
| NuWave Investment Management, LLC | 3,535 | $298.0K | 0.40% | +3,535 | New |
| Moneta Group Investment Advisors LLC | 3,487 | $294.0K | 0.01% | −389−10.0% | Reduced |
| Financial Enhancement Group LLC | 3,491 | $294.0K | 0.05% | −20−0.6% | Reduced |
| LCM Capital Management Inc | 3,472 | $293.0K | 0.24% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,426 | $289.0K | 0.02% | +3,426 | New |
| CWS Financial Advisors, LLC | 3,421 | $288.0K | 0.11% | +12+0.4% | Added |
| Mystic Asset Management, Inc. | 3,418 | $288.0K | 0.15% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,399 | $287.0K | 0.01% | −722−17.5% | Reduced |
| Narus Financial Partners, LLC | 3,403 | $286.9K | 0.16% | +3,403 | New |
| Almanack Investment Partners, LLC. | 3,393 | $286.0K | 0.02% | +357+11.8% | Added |
| Eastern Bank | 3,387 | $285.0K | 0.01% | −208−5.8% | Reduced |
| First International Bank & Trust | 3,382 | $285.0K | 0.10% | +58+1.7% | Added |
| Providence Capital Advisors, LLC | 3,371 | $284.0K | 0.08% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 3,365 | $284.0K | 0.02% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,369 | $284.0K | 0.04% | +518+18.2% | Added |
| TownSquare Capital, LLC | 3,351 | $283.0K | 0.01% | −708−17.4% | Reduced |
| Boyar Asset Management Inc. | 3,350 | $282.0K | 0.18% | −200−5.6% | Reduced |
| Sunflower Bank, N.A. | 3,344 | $282.0K | 0.04% | −135−3.9% | Reduced |
| Little House Capital LLC | 3,349 | $282.0K | 0.14% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,329 | $281.0K | 0.05% | −3,812−53.4% | Reduced |
| Oak Thistle LLC | 3,336 | $281.0K | 0.15% | +3,336 | New |
| Three Bridge Wealth Advisors, LLC | 3,335 | $281.0K | 0.08% | +3,335 | New |
| 9258 Wealth Management, LLC | 3,293 | $278.0K | 0.06% | −731−18.2% | Reduced |
| Essex Financial Services, Inc. | 3,298 | $278.0K | 0.03% | +187+6.0% | Added |
| Rosenbaum Jay D. | 3,270 | $276.0K | 0.44% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,278 | $276.0K | 0.05% | +721+28.2% | Added |
| Verity & Verity, LLC | 3,235 | $273.0K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,112 | $273.0K | 0.05% | +4,112 | New |
| Bradley Foster & Sargent Inc | 3,226 | $272.0K | 0.01% | +514+19.0% | Added |
| Brave Asset Management Inc | 3,200 | $270.0K | 0.09% | 00.0% | Unchanged |
| Cutler Group LP | 3,204 | $270.0K | 0.03% | +591+22.6% | Added |
| Beta Wealth Group, Inc. | 3,200 | $270.0K | 0.18% | +3,200 | New |
| Parkside Advisors LLC | 3,186 | $269.0K | 0.09% | −644−16.8% | Reduced |
| Jacobi Capital Management LLC | 3,185 | $269.0K | 0.03% | −77−2.4% | Reduced |
| Convergence Investment Partners, LLC | 3,196 | $269.0K | 0.14% | −17−0.5% | Reduced |
| Legacy Financial Advisors, Inc. | 3,169 | $267.0K | 0.06% | +406+14.7% | Added |
| Ameritas Advisory Services, LLC | 3,145 | $265.0K | 0.01% | +3,145 | New |
| Atlas Capital Advisors LLC | 3,131 | $264.0K | 0.04% | +153+5.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,105 | $262.0K | 0.17% | +375+13.7% | Added |
| Financial Consulate, Inc | 3,100 | $261.0K | 0.10% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,090 | $260.0K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,095 | $260.0K | 0.01% | +292+10.4% | Added |
| Cypress Capital Group | 3,068 | $259.0K | 0.03% | +3,068 | New |
| Carolinas Wealth Consulting LLC | 3,061 | $258.0K | 0.06% | −100−3.2% | Reduced |
| Leonteq Securities AG | 3,057 | $257.7K | 0.01% | +846+38.3% | Added |
| Vantage Consulting Group Inc | 3,037 | $256.0K | 0.10% | −381−11.1% | Reduced |
| Syntax Advisors, LLC | 3,037 | $256.0K | 0.22% | −381−11.1% | Reduced |
| Westshore Wealth, LLC | 3,030 | $255.0K | 0.17% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,021 | $255.0K | 0.04% | −3−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 3,024 | $255.0K | 0.00% | +10+0.3% | Added |
| Koshinski Asset Management, Inc. | 3,020 | $254.6K | 0.02% | +180+6.3% | Added |
| Fisher Asset Management, LLC | 3,016 | $254.0K | 0.00% | −1,649−35.3% | Reduced |
| Wimmer Associates 1, LLC | 3,000 | $253.0K | 0.14% | +210+7.5% | Added |
| Acropolis Investment Management, LLC | 2,991 | $252.0K | 0.02% | +354+13.4% | Added |
| Berkeley, Inc | 2,984 | $251.6K | 0.18% | +4+0.1% | Added |
| Autus Asset Management, LLC | 2,981 | $251.0K | 0.04% | −263−8.1% | Reduced |
| Private Advisory Group LLC | 2,978 | $251.0K | 0.05% | +2,978 | New |
| Good Life Advisors, LLC | 2,967 | $250.0K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,956 | $249.0K | 0.04% | −169−5.4% | Reduced |
| Pflug Koory, LLC | 2,937 | $248.0K | 0.12% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,933 | $247.0K | 0.01% | −379−11.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,925 | $247.0K | 0.02% | +170+6.2% | Added |
| Credit Agricole S A | 2,935 | $247.0K | 0.01% | +659+29.0% | Added |
| Triasima Portfolio Management inc. | 2,931 | $247.0K | 0.01% | +2,931 | New |
| People's United Financial, Inc. | 2,904 | $245.0K | 0.01% | +102+3.6% | Added |