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 |
|---|---|---|---|---|---|
| Hyman Charles D | 2,909 | $245.0K | 0.02% | +504+21.0% | Added |
| Riverview Trust Co | 2,903 | $245.0K | 0.18% | +924+46.7% | Added |
| Mather Group, LLC. | 2,907 | $245.0K | 0.00% | +2,907 | New |
| Acas, LLC | 2,888 | $243.0K | 0.33% | +10.0% | Added |
| L2 Asset Management, LLC | 2,882 | $243.0K | 0.15% | +7+0.2% | Added |
| C2C Wealth Management, LLC | 3,100 | $242.0K | 0.04% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 2,867 | $242.0K | 0.15% | −154−5.1% | Reduced |
| InterOcean Capital Group, LLC | 2,875 | $242.0K | 0.01% | −4−0.1% | Reduced |
| Comerica Securities,inc. | 2,857 | $241.0K | 0.02% | −917−24.3% | Reduced |
| BNC Wealth Management, LLC | 2,860 | $241.0K | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,847 | $240.0K | 0.03% | −401−12.3% | Reduced |
| Financial Architects, Inc | 2,841 | $240.0K | 0.03% | −62−2.1% | Reduced |
| Journey Strategic Wealth LLC | 2,852 | $240.0K | 0.03% | +64+2.3% | Added |
| NorthRock Partners, LLC | 2,839 | $239.0K | 0.02% | −223−7.3% | Reduced |
| Berger Financial Group, Inc | 2,832 | $239.0K | 0.03% | +429+17.9% | Added |
| Perfromance Wealth Partners, LLC | 2,834 | $239.0K | 0.01% | +2,834 | New |
| First Business Financial Services, Inc. | 2,823 | $238.0K | 0.03% | +2,823 | New |
| Fagan Associates, Inc. | 2,813 | $237.0K | 0.05% | 00.0% | Unchanged |
| Centric Wealth Management | 2,796 | $236.0K | 0.07% | +43+1.6% | Added |
| Tranquilli Financial Advisor LLC | 2,790 | $235.0K | 0.17% | −67−2.3% | Reduced |
| Summit X, LLC | 2,767 | $235.0K | 0.06% | +106+4.0% | Added |
| Farmers Trust Co | 2,760 | $233.0K | 0.05% | −69,663−96.2% | Reduced |
| Five Oceans Advisors | 2,768 | $233.0K | 0.21% | −103−3.6% | Reduced |
| DT Investment Partners, LLC | 2,716 | $229.0K | 0.03% | +2,716 | New |
| Waypoint Wealth Partners Inc. | 2,709 | $228.0K | 0.08% | −519−16.1% | Reduced |
| FLC Capital Advisors | 2,707 | $228.0K | 0.06% | −200−6.9% | Reduced |
| Evoke Wealth, LLC | 2,701 | $228.0K | 0.01% | +165+6.5% | Added |
| Castleview Partners, LLC | 2,671 | $225.0K | 0.14% | −231,968−98.9% | Reduced |
| Stock Yards Bank & Trust Co | 2,666 | $225.0K | 0.01% | +17+0.6% | Added |
| Academy Capital Management Inc | 2,656 | $224.0K | 0.04% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,640 | $223.0K | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,631 | $222.0K | 0.08% | +16+0.6% | Added |
| StoneX Group Inc. | 2,613 | $220.3K | 0.02% | −864−24.8% | Reduced |
| Wealth Architects, LLC | 2,609 | $220.0K | 0.04% | +182+7.5% | Added |
| Regal Investment Advisors LLC | 2,611 | $220.0K | 0.02% | +2,611 | New |
| Benin Management CORP | 2,600 | $219.0K | 0.07% | +100+4.0% | Added |
| South Shore Capital Advisors | 2,570 | $217.0K | 0.35% | −1,300−33.6% | Reduced |
| Qtron Investments LLC | 2,572 | $217.0K | 0.05% | +2,572 | New |
| Warren Averett Asset Management, LLC | 2,558 | $216.0K | 0.02% | −314−10.9% | Reduced |
| Silver Oak Securities, Inc | 2,632 | $215.0K | 0.04% | +2,632 | New |
| SFMG, LLC | 2,534 | $214.0K | 0.02% | −397−13.5% | Reduced |
| Old Port Advisors | 2,565 | $214.0K | 0.07% | +264+11.5% | Added |
| Cable Hill Partners, LLC | 2,534 | $214.0K | 0.14% | +2,534 | New |
| Steel Peak Wealth Management LLC | 2,544 | $214.0K | 0.01% | +2,544 | New |
| Paragon Financial Partners, Inc. | 2,527 | $213.0K | 0.19% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,501 | $211.0K | 0.04% | +6+0.2% | Added |
| Greenline Partners, LLC | 2,499 | $211.0K | 0.04% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,481 | $209.0K | 0.11% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 2,467 | $207.0K | 0.07% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,459 | $207.0K | 0.02% | +2,459 | New |
| Alpha DNA Investment Management LLC | 2,449 | $206.0K | 0.15% | −24,142−90.8% | Reduced |
| Sciencast Management LP | 2,510 | $205.0K | 0.05% | −5,892−70.1% | Reduced |
| Marcum Wealth, LLC | 2,434 | $205.0K | 0.03% | −103−4.1% | Reduced |
| Annandale Capital, LLC | 2,432 | $205.0K | 0.08% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,431 | $205.0K | 0.05% | +2,431 | New |
| Clear Creek Financial Management, LLC | 2,431 | $205.0K | 0.03% | +2,431 | New |
| IHT Wealth Management, LLC | 2,415 | $204.0K | 0.02% | −132−5.2% | Reduced |
| Delta Investment Management, LLC | 2,408 | $203.0K | 0.06% | −666−21.7% | Reduced |
| Lindbrook Capital, LLC | 2,404 | $203.0K | 0.03% | −7−0.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 2,402 | $203.0K | 0.02% | +2,402 | New |
| Brookstone Capital Management | 2,479 | $202.0K | 0.00% | −4,921−66.5% | Reduced |
| Morling Financial Advisors, LLC | 2,400 | $202.0K | 0.26% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,386 | $202.0K | 0.01% | −10.0% | Reduced |
| Kolinsky Wealth Management, LLC | 2,379 | $201.0K | 0.20% | −234−9.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,379 | $201.0K | 0.04% | +2,379 | New |
| Citizens & Northern Corp | 2,376 | $200.0K | 0.07% | −248−9.5% | Reduced |
| Paloma Partners Management Co | 2,300 | $194.0K | 0.01% | −75,900−97.1% | Reduced |
| Bellwether Advisors, LLC | 2,309 | $194.0K | 0.06% | −5,451−70.2% | Reduced |
| Financial Management Professionals, Inc. | 2,247 | $189.0K | 0.04% | +259+13.0% | Added |
| Glassman Wealth Services | 2,216 | $187.0K | 0.03% | +279+14.4% | Added |
| San Luis Wealth Advisors LLC | 2,177 | $183.0K | 0.09% | +2,177 | New |
| Tilia Fiduciary Partners, Inc. | 2,162 | $182.0K | 0.15% | −10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,132 | $180.0K | 0.06% | −482−18.4% | Reduced |
| Harbor Investment Advisory, LLC | 2,091 | $176.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,042 | $172.0K | 0.04% | +5+0.2% | Added |
| Zions Bancorporation, N.A. | 1,898 | $160.0K | 0.01% | +113+6.3% | Added |
| Proequities, Inc. | 1,884 | $159.0K | 0.01% | +29+1.6% | Added |
| Simon Quick Advisors, LLC | 1,855 | $156.0K | 0.04% | +1,282+223.7% | Added |
| South State Corp. | 1,855 | $156.0K | 0.01% | +1,307+238.5% | Added |
| Deseret Mutual Benefit Administrators | 1,836 | $155.0K | 0.03% | −248−11.9% | Reduced |
| Hartford Financial Management Inc. | 1,800 | $152.0K | 0.04% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,807 | $152.0K | 0.04% | +121+7.2% | Added |
| Hills Bank & Trust Co | 1,782 | $150.0K | 0.02% | −73−3.9% | Reduced |
| Optimum Investment Advisors | 1,765 | $149.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,338 | $149.0K | 0.01% | +2,338 | New |
| EverSource Wealth Advisors, LLC | 1,685 | $142.0K | 0.04% | +506+42.9% | Added |
| Benjamin Edwards Inc | 1,617 | $136.0K | 0.04% | −74−4.4% | Reduced |
| Concord Wealth Partners | 1,605 | $135.0K | 0.03% | −85−5.0% | Reduced |
| Vectors Research Management, LLC | 1,550 | $131.0K | 0.03% | −515−24.9% | Reduced |
| First PREMIER Bank | 1,552 | $131.0K | 0.03% | +12+0.8% | Added |
| Creative Financial Designs Inc | 1,507 | $127.0K | 0.02% | +1+0.1% | Added |
| Global Financial Private Client, LLC | 1,519 | $126.9K | 0.06% | +753+98.3% | Added |
| Corsicana & Co. | 1,500 | $126.0K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,455 | $123.0K | 0.00% | −470−24.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,427 | $120.0K | 0.02% | −1,925−57.4% | Reduced |
| City Holding Co | 1,424 | $120.0K | 0.02% | −50−3.4% | Reduced |
| Lee Financial Co | 1,425 | $120.0K | 0.02% | 00.0% | Unchanged |
| TCWP LLC | 1,391 | $117.0K | 0.02% | +1,391 | New |
| Monetary Management Group Inc | 1,350 | $114.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,342 | $113.0K | 0.02% | +382+39.8% | Added |