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 29 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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Vantage Investment Partners, LLC | 110,931 | $9.35M | 0.47% | +29,631+36.4% | Added |
| Madison Wealth Management | 110,681 | $9.33M | 1.97% | +587+0.5% | Added |
| North Reef Capital Management LP | 110,000 | $9.27M | 3.79% | +65,000+144.4% | Added |
| Point72 Hong Kong Ltd | 109,877 | $9.26M | 0.85% | +109,877 | New |
| GPM Growth Investors, Inc. | 109,432 | $9.23M | 5.08% | +659+0.6% | Added |
| Nelson Capital Management, LLC | 107,838 | $9.09M | 1.78% | −1,200−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 107,662 | $9.08M | 0.50% | +14,803+15.9% | Added |
| Hanson & Doremus Investment Management | 107,416 | $9.06M | 1.95% | −968−0.9% | Reduced |
| First Hawaiian Bank | 106,563 | $8.98M | 0.28% | −4,239−3.8% | Reduced |
| Elo Mutual Pension Insurance Co | 106,454 | $8.97M | 0.26% | −3,330−3.0% | Reduced |
| Yost Capital Management, LP | 106,032 | $8.94M | 5.84% | −70,000−39.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 105,756 | $8.92M | 0.14% | 00.0% | Unchanged |
| 1623 Capital LLC | 105,000 | $8.85M | 4.59% | 00.0% | Unchanged |
| Biechele Royce Advisors | 104,448 | $8.81M | 3.51% | −4,047−3.7% | Reduced |
| Transform Wealth, LLC | 104,298 | $8.79M | 0.99% | +2,704+2.7% | Added |
| Banque Pictet & Cie SA | 103,366 | $8.71M | 0.07% | −12,358−10.7% | Reduced |
| BLB&B Advisors, LLC | 103,265 | $8.71M | 0.59% | +10,263+11.0% | Added |
| First Financial Bank - Trust Division | 102,447 | $8.64M | 0.92% | +4,153+4.2% | Added |
| Westbourne Investment Advisors, Inc. | 100,849 | $8.50M | 3.52% | −3,057−2.9% | Reduced |
| Northeast Financial Consultants Inc | 100,556 | $8.48M | 0.49% | +20.0% | Added |
| Gamco Investors, Inc. Et Al | 98,982 | $8.35M | 0.08% | −9,000−8.3% | Reduced |
| Wealthfront Advisers LLC | 98,969 | $8.34M | 0.04% | −13,020−11.6% | Reduced |
| Howe & Rusling Inc | 98,109 | $8.27M | 0.96% | −1,617−1.6% | Reduced |
| Terry L. Blaker | 97,509 | $8.22M | 0.67% | −1,969−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 97,190 | $8.19M | 0.11% | +52,567+117.8% | Added |
| Vetamer Capital Management, L.P. | 97,181 | $8.19M | 5.70% | +10,615+12.3% | Added |
| Calamos Wealth Management LLC | 96,014 | $8.10M | 0.60% | −2,606−2.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 123,988 | $8.09M | 0.82% | −10,309−7.7% | Reduced |
| Kentucky Retirement Systems | 95,826 | $8.08M | 0.33% | +6,906+7.8% | Added |
| Altium Wealth Management LLC | 95,350 | $8.04M | 0.52% | +38,072+66.5% | Added |
| Cerity Partners LLC | 115,743 | $8.03M | 0.12% | −3,661−3.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 95,149 | $8.02M | 0.17% | +306+0.3% | Added |
| Lafayette Investments, Inc. | 94,786 | $7.99M | 1.98% | −2,426−2.5% | Reduced |
| Riverpark Capital Management LLC | 94,456 | $7.96M | 4.43% | −20,598−17.9% | Reduced |
| Itau Unibanco Holding S.A. | 94,258 | $7.95M | 0.24% | −28,214−23.0% | Reduced |
| Motco | 93,659 | $7.90M | 0.51% | +93,490+55,319.5% | Added |
| Toroso Investments, LLC | 93,390 | $7.87M | 0.23% | +34,442+58.4% | Added |
| Marvin & Palmer Associates Inc | 92,561 | $7.80M | 3.51% | +92,561 | New |
| Montag A & Associates Inc | 92,403 | $7.79M | 0.41% | −26,601−22.4% | Reduced |
| Conning Inc. | 91,302 | $7.70M | 0.21% | −5,248−5.4% | Reduced |
| Elgethun Capital Management | 91,300 | $7.70M | 2.61% | +52+0.1% | Added |
| BancorpSouth Bank | 90,920 | $7.67M | 0.95% | +1,460+1.6% | Added |
| Illinois Municipal Retirement Fund | 90,827 | $7.66M | 0.23% | −2,211−2.4% | Reduced |
| Metropolitan Life Insurance Co | 90,630 | $7.64M | 0.27% | −79,116−46.6% | Reduced |
| Busey Wealth Management | 89,905 | $7.58M | 0.30% | −5,254−5.5% | Reduced |
| Annex Advisory Services, LLC | 89,244 | $7.52M | 0.55% | +3,243+3.8% | Added |
| United Asset Strategies, Inc. | 88,075 | $7.43M | 0.94% | −9,093−9.4% | Reduced |
| New Mexico Educational Retirement Board | 87,387 | $7.37M | 0.27% | −4,300−4.7% | Reduced |
| DuPont Capital Management Corp | 87,265 | $7.36M | 0.30% | −30,569−25.9% | Reduced |
| Frontier Wealth Management LLC | 90,665 | $7.26M | 0.09% | +3,036+3.5% | Added |
| Chapman Investment Management, LLC | 86,077 | $7.26M | 3.86% | +31,163+56.7% | Added |
| Louisiana State Employees Retirement System | 94,900 | $7.25M | 0.17% | +700+0.7% | Added |
| Valley National Advisers Inc | 85,591 | $7.22M | 1.38% | −1,000−1.2% | Reduced |
| AE Wealth Management LLC | 85,041 | $7.17M | 0.05% | +20.0% | Added |
| Erste Asset Management GmbH | 80,668 | $7.16M | 0.14% | −3,483−4.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 84,672 | $7.14M | 0.62% | +2,856+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 84,561 | $7.13M | 0.03% | −2,459−2.8% | Reduced |
| MML Investors Services, LLC | 84,437 | $7.12M | 0.05% | +8,973+11.9% | Added |
| Pinnacle Financial Partners Inc | 84,109 | $7.09M | 0.22% | +1,922+2.3% | Added |
| Oppenheimer & Co Inc | 83,520 | $7.04M | 0.13% | −2,272−2.6% | Reduced |
| Point72 Europe (London) LLP | 83,400 | $7.03M | 2.58% | −34,900−29.5% | Reduced |
| Capstone Investment Advisors, LLC | 83,139 | $7.01M | 0.15% | +82,217+8,917.2% | Added |
| Ironwood Investment Counsel, LLC | 82,329 | $6.94M | 1.70% | −59−0.1% | Reduced |
| American Assets Investment Management, LLC | 81,674 | $6.89M | 0.73% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 81,621 | $6.88M | 0.21% | −20,628−20.2% | Reduced |
| River & Mercantile Asset Management LLP | 81,507 | $6.87M | 0.90% | −6,680−7.6% | Reduced |
| Allstate Corp | 81,223 | $6.85M | 0.18% | −39,697−32.8% | Reduced |
| Man Group plc | 80,895 | $6.82M | 0.02% | −314,458−79.5% | Reduced |
| Davenport & Co LLC | 80,487 | $6.79M | 0.05% | +5,122+6.8% | Added |
| Marshall & Sullivan Inc | 80,069 | $6.75M | 3.76% | −4,871−5.7% | Reduced |
| Seven Eight Capital, LP | 79,316 | $6.69M | 0.89% | +74,719+1,625.4% | Added |
| Geneos Wealth Management Inc. | 78,467 | $6.62M | 0.28% | −18,753−19.3% | Reduced |
| Twin Lakes Capital Management, LLC | 77,815 | $6.56M | 3.70% | +433+0.6% | Added |
| Pacer Advisors, Inc. | 77,302 | $6.52M | 0.05% | −21,827−22.0% | Reduced |
| Ethic Inc. | 76,987 | $6.49M | 0.45% | +9,100+13.4% | Added |
| Atria Investments LLC | 76,115 | $6.42M | 0.11% | +7,711+11.3% | Added |
| Achmea Investment Management B.V. | 75,894 | $6.40M | 0.17% | −10,444−12.1% | Reduced |
| Whittier Trust Co | 75,204 | $6.34M | 0.11% | −6,746−8.2% | Reduced |
| Timber Creek Capital Management LLC | 75,179 | $6.34M | 1.92% | −12,630−14.4% | Reduced |
| Torray LLC | 73,556 | $6.20M | 0.99% | +7,102+10.7% | Added |
| Mengis Capital Management, Inc. | 73,441 | $6.19M | 1.19% | +1,197+1.7% | Added |
| Aviance Capital Partners, LLC | 72,763 | $6.13M | 1.13% | +1,614+2.3% | Added |
| TD Private Client Wealth LLC | 72,744 | $6.13M | 0.26% | −766−1.0% | Reduced |
| Banque Cantonale Vaudoise | 72,449 | $6.11M | 0.26% | +7,427+11.4% | Added |
| Cullinan Associates Inc | 72,450 | $6.11M | 0.32% | −8,098−10.1% | Reduced |
| Majedie Asset Management Ltd | 70,637 | $5.94M | 0.49% | −33,967−32.5% | Reduced |
| Maltese Capital Management LLC | 70,000 | $5.90M | 1.11% | +30,000+75.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 69,742 | $5.88M | 0.23% | +15,849+29.4% | Added |
| Northwestern Mutual Wealth Management Co | 68,725 | $5.79M | 0.01% | +11,443+20.0% | Added |
| Permanens Capital L.P. | 68,628 | $5.79M | 0.90% | −46,295−40.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 67,790 | $5.71M | 0.13% | +156+0.2% | Added |
| Hohimer Wealth Management, LLC | 67,137 | $5.66M | 1.12% | +1,595+2.4% | Added |
| Perkins Coie Trust Co | 66,834 | $5.63M | 1.75% | −1,146−1.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 65,969 | $5.56M | 0.19% | +61,773+1,472.2% | Added |
| Federation des caisses Desjardins du Quebec | 65,848 | $5.55M | 0.05% | +4,785+7.8% | Added |
| Amica Mutual Insurance Co | 65,596 | $5.53M | 0.65% | +18,795+40.2% | Added |
| HRT Financial LP | 64,994 | $5.48M | 0.04% | +64,994 | New |
| Fort Washington Investment Advisors Inc | 64,692 | $5.45M | 0.03% | −80−0.1% | Reduced |
| Sendero Wealth Management, LLC | 63,963 | $5.39M | 2.49% | +524+0.8% | Added |
| Snowden Capital Advisors LLC | 63,663 | $5.37M | 0.21% | +9,315+17.1% | Added |