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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 1,324 | $112.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,316 | $111.0K | 0.03% | −35−2.6% | Reduced |
| West Paces Advisors Inc. | 1,304 | $109.9K | 0.03% | +59+4.7% | Added |
| Baystate Wealth Management LLC | 1,240 | $105.0K | 0.01% | +3+0.2% | Added |
| Covestor Ltd | 1,239 | $104.0K | 0.07% | +176+16.6% | Added |
| Oakworth Capital, Inc. | 1,200 | $101.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,148 | $97.0K | 0.00% | −525−31.4% | Reduced |
| NVWM, LLC | 1,121 | $94.0K | 0.03% | +1,121 | New |
| Kings Point Capital Management | 1,065 | $90.0K | 0.01% | +565+113.0% | Added |
| MUFG Securities EMEA plc | 1,041 | $88.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,046 | $88.0K | 0.02% | +192+22.5% | Added |
| Parkside Investments, LLC | 1,021 | $86.0K | 0.02% | +1,021 | New |
| Field & Main Bank | 1,000 | $84.0K | 0.05% | −255−20.3% | Reduced |
| America First Investment Advisors, LLC | 1,000 | $84.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $84.0K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 970 | $81.0K | 0.02% | +1+0.1% | Added |
| Icapital Wealth LLC | 1,000 | $80.0K | 0.03% | +1,000 | New |
| Endurance Wealth Management, Inc. | 952 | $80.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 934 | $79.0K | 0.00% | +227+32.1% | Added |
| Quent Capital, LLC | 880 | $74.0K | 0.01% | +159+22.1% | Added |
| St. James Investment Advisors, LLC | 810 | $68.0K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 810 | $68.0K | 0.02% | +124+18.1% | Added |
| Lenox Wealth Advisors, LLC | 814 | $66.0K | 0.01% | −49−5.7% | Reduced |
| Farmers & Merchants Investments Inc | 780 | $66.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 762 | $64.2K | 0.02% | +700+1,129.0% | Added |
| Tarbox Family Office, Inc. | 760 | $64.0K | 0.01% | −203−21.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 752 | $63.0K | 0.03% | −230−23.4% | Reduced |
| HHM Wealth Advisors, LLC | 700 | $59.0K | 0.01% | +700 | New |
| Heritage Wealth Management, LLC | 685 | $58.0K | 0.02% | +685 | New |
| Earnest Partners LLC | 682 | $57.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 677 | $57.0K | 0.02% | +612+941.5% | Added |
| MCF Advisors LLC | 663 | $56.0K | 0.01% | +663 | New |
| Benjamin F. Edwards & Company, Inc. | 658 | $55.0K | 0.00% | −139−17.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 623 | $53.0K | 0.01% | −686−52.4% | Reduced |
| Arrow Financial Corp | 625 | $53.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 616 | $52.0K | 0.02% | −8,342−93.1% | Reduced |
| AdvisorNet Financial, Inc | 610 | $51.0K | 0.00% | +8+1.3% | Added |
| Bedel Financial Consulting, Inc. | 606 | $51.0K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 600 | $51.0K | 0.04% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 590 | $50.0K | 0.01% | +430+268.8% | Added |
| American National Bank | 580 | $49.0K | 0.01% | +200+52.6% | Added |
| MV Capital Management, Inc. | 570 | $48.0K | 0.01% | +89+18.5% | Added |
| North Star Investment Management Corp. | 552 | $47.0K | 0.00% | −1,015−64.8% | Reduced |
| TD Waterhouse Canada Inc. | 561 | $46.9K | 0.00% | −150−21.1% | Reduced |
| BDO Wealth Advisors, LLC | 517 | $44.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 511 | $43.0K | 0.00% | +221+76.2% | Added |
| CVA Family Office, LLC | 502 | $42.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 492 | $41.0K | 0.01% | −11−2.2% | Reduced |
| RWM Asset Management, LLC | 465 | $39.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 457 | $38.0K | 0.02% | +1+0.2% | Added |
| FourThought Financial, LLC | 445 | $38.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 450 | $37.0K | 0.03% | −159−26.1% | Reduced |
| Financial Connections Group, Inc. | 447 | $37.0K | 0.04% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 435 | $36.7K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 415 | $35.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 400 | $34.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 399 | $34.0K | 0.00% | +135+51.1% | Added |
| Tradewinds Capital Management, LLC | 390 | $33.0K | 0.01% | +1+0.3% | Added |
| Joseph P. Lucia & Associates, LLC | 390 | $33.0K | 0.02% | +390 | New |
| Arlington Partners LLC | 384 | $32.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 500 | $32.0K | 0.02% | +500 | New |
| Washington Trust Advisors, Inc. | 364 | $31.0K | 0.00% | −141−27.9% | Reduced |
| AllSquare Wealth Management LLC | 359 | $30.0K | 0.02% | +9+2.6% | Added |
| Roble, Belko & Company, Inc | 350 | $30.0K | 0.01% | +350 | New |
| Essex Investment Management Co LLC | 341 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 339 | $29.0K | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 341 | $29.0K | 0.00% | +341 | New |
| Horan Securities, Inc. | 325 | $27.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 325 | $27.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 315 | $27.0K | 0.00% | +65+26.0% | Added |
| Princeton Global Asset Management LLC | 321 | $27.0K | 0.01% | +164+104.5% | Added |
| Sugarloaf Wealth Management, LLC | 310 | $26.0K | 0.01% | −669−68.3% | Reduced |
| Stephenson National Bank & Trust | 296 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 281 | $24.0K | 0.01% | −257−47.8% | Reduced |
| Sierra Capital LLC | 286 | $24.0K | 0.00% | −43−13.1% | Reduced |
| Investors Research Corp | 290 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 290 | $24.0K | 0.01% | +290 | New |
| Tobam | 272 | $23.0K | 0.00% | −43,728−99.4% | Reduced |
| Goodwin Investment Advisory | 268 | $23.0K | 0.02% | +268 | New |
| Raffa Wealth Management, LLC | 267 | $22.5K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 246 | $21.0K | 0.00% | −14−5.4% | Reduced |
| Curi Capital | 255 | $21.0K | 0.00% | +246+2,733.3% | Added |
| Prestige Wealth Management Group LLC | 235 | $20.0K | 0.00% | −12−4.9% | Reduced |
| Front Row Advisors LLC | 239 | $20.0K | 0.01% | +5+2.1% | Added |
| Halpern Financial, Inc. | 217 | $18.3K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 217 | $18.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 206 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 204 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 203 | $17.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 205 | $17.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 205 | $17.0K | 0.00% | +205 | New |
| Siena Capital LLC | 200 | $17.0K | 0.01% | +200 | New |
| First Community Trust NA | 188 | $16.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 175 | $15.0K | 0.00% | −16−8.4% | Reduced |
| JJJ Advisors Inc. | 175 | $15.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 183 | $15.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 176 | $15.0K | 0.00% | +108+158.8% | Added |
| PFG Private Wealth Management, LLC | 170 | $14.0K | 0.01% | −4,536−96.4% | Reduced |
| Bogart Wealth, LLC | 170 | $14.0K | 0.00% | −424−71.4% | Reduced |