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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 38,969 | $3.29M | 0.27% | −248−0.6% | Reduced |
| Enlightenment Research, LLC | 38,605 | $3.25M | 4.33% | +30,005+348.9% | Added |
| Walleye Capital LLC | 38,503 | $3.25M | 0.09% | +38,503 | New |
| Quantbot Technologies LP | 38,427 | $3.24M | 0.28% | +38,427 | New |
| Central Trust Co | 38,284 | $3.23M | 0.09% | +14,535+61.2% | Added |
| Ancora Advisors, LLC | 37,974 | $3.20M | 0.08% | −2,118−5.3% | Reduced |
| Pinnacle Associates Ltd | 37,744 | $3.18M | 0.06% | +250+0.7% | Added |
| Condor Capital Management | 37,519 | $3.16M | 0.35% | −644−1.7% | Reduced |
| VELA Investment Management, LLC | 37,493 | $3.16M | 1.98% | −7,703−17.0% | Reduced |
| Wunderlich Capital Managemnt | 37,440 | $3.16M | 1.49% | −932−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 37,260 | $3.14M | 0.21% | +2,039+5.8% | Added |
| Ibex Wealth Advisors | 37,218 | $3.14M | 0.60% | +37,218 | New |
| Rockefeller Capital Management L.P. | 37,067 | $3.13M | 0.02% | +3,471+10.3% | Added |
| Pettee Investors, Inc. | 36,751 | $3.10M | 1.36% | +1,600+4.6% | Added |
| National Asset Management, Inc. | 39,549 | $3.09M | 0.10% | −4,251−9.7% | Reduced |
| Prospera Financial Services Inc | 36,333 | $3.06M | 0.13% | +32,118+762.0% | Added |
| Telemus Capital, LLC | 36,223 | $3.05M | 0.27% | +2,055+6.0% | Added |
| Capitolis Advisors LLC | 36,159 | $3.05M | 0.15% | −481,701−93.0% | Reduced |
| Paragon Advisors, LLC | 36,030 | $3.04M | 1.27% | +36,030 | New |
| Salvus Wealth Management, LLC | 35,973 | $3.03M | 2.32% | −437−1.2% | Reduced |
| Horizon Investments, LLC | 35,787 | $3.01M | 0.09% | +24,373+213.5% | Added |
| Malaga Cove Capital, LLC | 35,594 | $3.00M | 1.38% | −722−2.0% | Reduced |
| Cresset Asset Management, LLC | 35,433 | $2.99M | 0.03% | −1,712−4.6% | Reduced |
| Montecito Bank & Trust | 35,386 | $2.98M | 0.56% | +9,047+34.3% | Added |
| Miracle Mile Advisors, LLC | 34,581 | $2.92M | 0.12% | +21,567+165.7% | Added |
| Panagora Asset Management Inc | 34,457 | $2.90M | 0.02% | +1,126+3.4% | Added |
| Thompson Investment Management, Inc. | 34,337 | $2.90M | 0.43% | 00.0% | Unchanged |
| Ci Investments Inc. | 34,032 | $2.87M | 0.01% | +11,505+51.1% | Added |
| Linscomb & Williams, Inc. | 33,911 | $2.86M | 0.14% | −1,495−4.2% | Reduced |
| Bollard Group LLC | 33,628 | $2.83M | 0.09% | −2,125−5.9% | Reduced |
| Stratos Wealth Partners, LTD. | 33,491 | $2.82M | 0.06% | +2,248+7.2% | Added |
| Phoenix Holdings Ltd. | 33,222 | $2.82M | 0.05% | +28,460+597.6% | Added |
| Destination Wealth Management | 33,239 | $2.80M | 0.10% | +4,411+15.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 33,372 | $2.79M | 1.55% | 00.0% | Unchanged |
| West Oak Capital, LLC | 32,820 | $2.77M | 1.25% | −2,655−7.5% | Reduced |
| Teamwork Financial Advisors, LLC | 32,785 | $2.76M | 0.52% | +13,326+68.5% | Added |
| Courier Capital LLC | 32,580 | $2.75M | 0.27% | −921−2.7% | Reduced |
| Kerrisdale Advisers, LLC | 32,550 | $2.74M | 0.84% | +32,550 | New |
| Investment Advisory Services Inc | 32,517 | $2.74M | 1.53% | +132+0.4% | Added |
| Sumitomo Life Insurance Co | 32,404 | $2.73M | 0.07% | −518−1.6% | Reduced |
| Martin Capital Advisors, LLP | 32,346 | $2.73M | 1.87% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 32,264 | $2.72M | 0.04% | −3,629−10.1% | Reduced |
| Red Spruce Capital, LLC | 32,215 | $2.72M | 1.54% | +172+0.5% | Added |
| Cordatus Wealth Management LLC | 32,199 | $2.71M | 0.95% | +32,199 | New |
| Regions Financial Corp | 31,977 | $2.70M | 0.02% | +123+0.4% | Added |
| Herbst Group, LLC | 31,950 | $2.69M | 1.79% | −375−1.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,872 | $2.69M | 0.13% | −12,420−28.0% | Reduced |
| Bartlett & Co. LLC | 31,417 | $2.65M | 0.05% | +28+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 31,417 | $2.65M | 0.05% | +28+0.1% | Added |
| Perigon Wealth Management, LLC | 31,306 | $2.64M | 0.19% | +1,675+5.7% | Added |
| Blueshift Asset Management, LLC | 31,156 | $2.63M | 0.24% | +31,156 | New |
| Pathstone Family Office, LLC | 31,084 | $2.63M | 0.06% | −2,048−6.2% | Reduced |
| Virtu Financial LLC | 31,047 | $2.62M | 0.19% | +27,398+750.8% | Added |
| Natixis Investment Managers International | 30,570 | $2.58M | 0.05% | +30,570 | New |
| RiverPark Advisors, LLC | 30,486 | $2.57M | 0.47% | −16,764−35.5% | Reduced |
| Morse Asset Management, Inc | 30,435 | $2.57M | 0.64% | +19,435+176.7% | Added |
| Atria Wealth Solutions, Inc. | 30,247 | $2.55M | 0.04% | +30,247 | New |
| Colonial Trust Advisors | 30,128 | $2.54M | 0.30% | +3,980+15.2% | Added |
| Sheets Smith Wealth Management | 30,131 | $2.54M | 0.35% | +15,686+108.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $2.53M | 1.14% | +15,000+100.0% | Added |
| Brown Brothers Harriman & Co | 29,991 | $2.53M | 0.02% | +1,340+4.7% | Added |
| Johnson Investment Counsel Inc | 29,974 | $2.53M | 0.03% | +1,361+4.8% | Added |
| Private Wealth Partners, LLC | 29,825 | $2.52M | 0.23% | −1,290−4.1% | Reduced |
| Gotham Asset Management, LLC | 29,716 | $2.50M | 0.08% | +13,962+88.6% | Added |
| Pearl River Capital, LLC | 29,621 | $2.50M | 0.69% | +29,621 | New |
| Advisor Partners LLC | 29,401 | $2.48M | 0.15% | +1,433+5.1% | Added |
| Aj Wealth Strategies, LLC | 29,360 | $2.48M | 0.12% | +120.0% | Added |
| Mirova | 29,225 | $2.46M | 0.33% | −526−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 28,889 | $2.44M | 0.04% | +9,647+50.1% | Added |
| Private Asset Management Inc | 28,648 | $2.42M | 0.33% | −3,169−10.0% | Reduced |
| Appleton Partners Inc | 28,589 | $2.41M | 0.20% | −2,978−9.4% | Reduced |
| William Allan, LLC | 28,465 | $2.40M | 1.81% | +1,470+5.4% | Added |
| Verition Fund Management LLC | 28,285 | $2.38M | 0.05% | +28,285 | New |
| Gerber Kawasaki Wealth & Investment Management | 27,734 | $2.38M | 0.19% | +25,234+1,009.4% | Added |
| Redmond Asset Management, LLC | 28,098 | $2.37M | 0.71% | −1,306−4.4% | Reduced |
| Tiaa, FSB | 28,046 | $2.37M | 0.01% | −421−1.5% | Reduced |
| Prudential PLC | 27,896 | $2.35M | 0.03% | +27,896 | New |
| Redpoint Investment Management Pty Ltd | 27,637 | $2.33M | 0.23% | +2,766+11.1% | Added |
| Armstrong Henry H Associates Inc | 27,591 | $2.33M | 0.25% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 27,506 | $2.32M | 0.79% | 00.0% | Unchanged |
| Associated Banc-Corp | 27,454 | $2.31M | 0.09% | +1,237+4.7% | Added |
| Kestra Advisory Services, LLC | 27,352 | $2.31M | 0.02% | −2,089−7.1% | Reduced |
| Richard Bernstein Advisors LLC | 27,178 | $2.29M | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 29,695 | $2.28M | 0.50% | −41−0.1% | Reduced |
| Hudson Canyon Capital Management | 27,000 | $2.28M | 1.80% | −1,831−6.4% | Reduced |
| Raymond James Trust N.A. | 26,924 | $2.27M | 0.07% | +2,333+9.5% | Added |
| CWM, LLC | 26,856 | $2.26M | 0.02% | +9,099+51.2% | Added |
| Sonen Capital LLC | 26,790 | $2.26M | 2.73% | −782−2.8% | Reduced |
| Garner Asset Management Corp | 26,742 | $2.25M | 0.91% | +101+0.4% | Added |
| Harfst & Associates, Inc. | 26,661 | $2.25M | 0.52% | +937+3.6% | Added |
| Empirical Finance, LLC | 26,656 | $2.25M | 0.25% | +3,067+13.0% | Added |
| Cigna Investments Inc | 26,435 | $2.23M | 0.28% | −7,504−22.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 25,920 | $2.19M | 1.95% | +351+1.4% | Added |
| Aspiriant, LLC | 25,863 | $2.18M | 0.12% | +348+1.4% | Added |
| CWA Asset Management Group, LLC | 25,816 | $2.18M | 0.17% | +227+0.9% | Added |
| Naples Global Advisors, LLC | 25,785 | $2.17M | 0.25% | +1,230+5.0% | Added |
| Moseley Investment Management Inc | 25,661 | $2.16M | 1.17% | +101+0.4% | Added |
| New York Life Investments Alternatives | 25,532 | $2.15M | 1.49% | −7,540−22.8% | Reduced |
| Harbour Capital Advisors, LLC | 25,477 | $2.15M | 0.59% | −10,591−29.4% | Reduced |
| Aaron Wealth Advisors | 179,917 | $2.13M | 0.04% | +179,917 | New |