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 |
|---|---|---|---|---|---|
| Seeyond | 16,319 | $1.38M | 0.14% | −355−2.1% | Reduced |
| FDx Advisors, Inc. | 16,294 | $1.37M | 0.05% | +618+3.9% | Added |
| Neumann Capital Management, LLC | 16,263 | $1.37M | 0.58% | −471−2.8% | Reduced |
| Brown Capital Management LLC | 16,091 | $1.36M | 0.01% | −45−0.3% | Reduced |
| Diversified Investment Strategies, LLC | 16,100 | $1.36M | 0.93% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 16,080 | $1.36M | 0.02% | +16,080 | New |
| Ambassador Advisors, LLC | 16,068 | $1.35M | 0.26% | +226+1.4% | Added |
| XTX Topco Ltd | 16,020 | $1.35M | 0.59% | +16,020 | New |
| Two Sigma Securities, LLC | 16,006 | $1.35M | 0.19% | +8,482+112.7% | Added |
| JNBA Financial Advisors | 15,873 | $1.34M | 0.18% | −186−1.2% | Reduced |
| Two Sigma Investments, LP | 15,863 | $1.34M | 0.00% | +15,863 | New |
| Ashton Thomas Private Wealth, LLC | 15,849 | $1.34M | 0.12% | +8,247+108.5% | Added |
| Wolverine Trading, LLC | 15,005 | $1.33M | 0.04% | +7,599+102.6% | Added |
| Brown Advisory Securities, LLC | 15,714 | $1.32M | 0.77% | −5,130−24.6% | Reduced |
| Gsa Capital Partners LLP | 15,639 | $1.32M | 0.18% | +15,639 | New |
| Providence Wealth Advisors, LLC | 15,743 | $1.31M | 0.85% | +144+0.9% | Added |
| Nicholas Hoffman & Company, LLC. | 15,548 | $1.31M | 0.05% | +376+2.5% | Added |
| Bank of Hawaii | 15,431 | $1.30M | 0.07% | +216+1.4% | Added |
| Caldwell Trust Co | 15,425 | $1.30M | 0.15% | +93+0.6% | Added |
| Fruth Investment Management | 15,429 | $1.30M | 0.36% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 15,263 | $1.29M | 0.23% | +10+0.1% | Added |
| Voya Financial Advisors, Inc. | 14,328 | $1.27M | 0.15% | +3,956+38.1% | Added |
| Summit Trail Advisors, LLC | 15,030 | $1.27M | 0.10% | +4,061+37.0% | Added |
| National Bank of Canada | 14,972 | $1.26M | 0.00% | +6,087+68.5% | Added |
| NorthCrest Asset Manangement, LLC | 14,858 | $1.25M | 0.06% | −4,117−21.7% | Reduced |
| Checchi Capital Advisers, LLC | 14,708 | $1.24M | 0.13% | +1,218+9.0% | Added |
| Royce & Associates LP | 14,671 | $1.24M | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 14,668 | $1.24M | 0.01% | +14,668 | New |
| Uncommon Cents Investing LLC | 14,597 | $1.23M | 0.45% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 14,580 | $1.23M | 1.24% | −300−2.0% | Reduced |
| PFS Investments Inc. | 14,575 | $1.23M | 0.02% | +14,575 | New |
| Jefferies Group LLC | 14,505 | $1.22M | 0.03% | +14,505 | New |
| Nomura Holdings Inc | 14,559 | $1.22M | 0.01% | −13,717−48.5% | Reduced |
| United Capital Financial Advisers, LLC | 14,429 | $1.22M | 0.01% | −5,044−25.9% | Reduced |
| Krilogy Financial LLC | 14,409 | $1.22M | 0.12% | +51+0.4% | Added |
| Mogy Joel R Investment Counsel Inc | 14,347 | $1.21M | 0.10% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 14,306 | $1.21M | 0.11% | +510+3.7% | Added |
| Wealthsource Partners, LLC | 14,312 | $1.21M | 0.08% | +6,093+74.1% | Added |
| KB Financial Partners, LLC | 14,213 | $1.20M | 0.33% | +919+6.9% | Added |
| Carmel Capital Partners, LLC | 14,193 | $1.20M | 1.00% | −4,432−23.8% | Reduced |
| Lido Advisors, LLC | 14,194 | $1.20M | 0.02% | +4,541+47.0% | Added |
| HMS Capital Management, LLC | 14,132 | $1.19M | 0.54% | +14,132 | New |
| Cullen/Frost Bankers, Inc. | 14,079 | $1.19M | 0.02% | +79+0.6% | Added |
| Legacy Wealth Asset Management, LLC | 14,053 | $1.19M | 0.42% | −582−4.0% | Reduced |
| Laurion Capital Management LP | 14,050 | $1.19M | 0.03% | +14,050 | New |
| Allen Capital Group, LLC | 14,034 | $1.18M | 0.23% | −2,841−16.8% | Reduced |
| Trust Asset Management LLC | 13,979 | $1.18M | 0.14% | +527+3.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,812 | $1.16M | 0.27% | +13,812 | New |
| World Equity Group, Inc. | 13,790 | $1.16M | 0.25% | +13,790 | New |
| Pettyjohn, Wood & White, Inc | 13,733 | $1.16M | 0.25% | +175+1.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 13,700 | $1.16M | 0.17% | +1,176+9.4% | Added |
| Strategic Blueprint, LLC | 13,684 | $1.15M | 0.13% | +6,888+101.4% | Added |
| Lake Street Advisors Group, LLC | 13,608 | $1.15M | 0.07% | +577+4.4% | Added |
| Wedbush Securities Inc | 13,556 | $1.14M | 0.05% | −357−2.6% | Reduced |
| Platform Technology Partners | 13,508 | $1.14M | 0.55% | −281−2.0% | Reduced |
| Assetmark, Inc | 13,303 | $1.12M | 0.00% | +9,666+265.8% | Added |
| Eagle Asset Management Inc | 13,275 | $1.12M | 0.01% | −508−3.7% | Reduced |
| Capital Advisors Inc | 13,256 | $1.12M | 0.03% | +193+1.5% | Added |
| Clarius Group, LLC | 13,272 | $1.12M | 0.09% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 13,123 | $1.11M | 0.19% | −300−2.2% | Reduced |
| Ballentine Partners, LLC | 13,090 | $1.10M | 0.03% | +241+1.9% | Added |
| Sequoia Financial Advisors, LLC | 13,064 | $1.10M | 0.03% | +2,648+25.4% | Added |
| Professional Financial Advisors, LLC | 13,049 | $1.10M | 0.47% | −2,591−16.6% | Reduced |
| Sage Rhino Capital LLC | 12,983 | $1.09M | 0.33% | −971−7.0% | Reduced |
| Arden Trust Co | 12,965 | $1.09M | 0.21% | −1,123−8.0% | Reduced |
| Grove Bank & Trust | 12,892 | $1.09M | 0.21% | +50+0.4% | Added |
| ExodusPoint Capital Management, LP | 12,822 | $1.08M | 0.02% | +12,822 | New |
| Forum Financial Management, LP | 12,802 | $1.08M | 0.05% | +71+0.6% | Added |
| Summit Asset Management, LLC | 12,779 | $1.08M | 0.31% | +1,192+10.3% | Added |
| Steward Partners Investment Advisory, LLC | 12,763 | $1.08M | 0.02% | −1,686−11.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 12,727 | $1.07M | 0.27% | +12,727 | New |
| Bordeaux Wealth Advisors LLC | 12,684 | $1.07M | 0.58% | +153+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,662 | $1.07M | 0.07% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 12,625 | $1.06M | 0.33% | +7,420+142.6% | Added |
| Burns Matteson Capital Management, LLC | 12,607 | $1.06M | 0.74% | +830+7.0% | Added |
| West Financial Advisors, LLC | 12,600 | $1.06M | 0.28% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 12,578 | $1.06M | 0.13% | −4,014−24.2% | Reduced |
| Cascade Investment Advisors, Inc. | 12,538 | $1.06M | 0.64% | −522−4.0% | Reduced |
| Quadrant Capital Group LLC | 12,475 | $1.05M | 0.13% | +465+3.9% | Added |
| Sun Life Financial INC | 12,479 | $1.05M | 0.05% | −417−3.2% | Reduced |
| Segall Bryant & Hamill, LLC | 12,405 | $1.04M | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 12,360 | $1.04M | 0.10% | −119,300−90.6% | Reduced |
| IFP Advisors, Inc | 24,698 | $1.04M | 0.01% | +14,323+138.1% | Added |
| Teza Capital Management LLC | 12,316 | $1.04M | 0.39% | +12,316 | New |
| HCR Wealth Advisors | 12,297 | $1.04M | 0.17% | −496−3.9% | Reduced |
| Private Ocean, LLC | 12,290 | $1.04M | 0.13% | +623+5.3% | Added |
| Cookson Peirce & Co Inc | 12,284 | $1.04M | 0.06% | +1,272+11.6% | Added |
| Absolute Capital Management, LLC | 12,200 | $1.03M | 1.23% | +3,500+40.2% | Added |
| Elmwood Wealth Management, Inc. | 12,141 | $1.02M | 0.53% | +420+3.6% | Added |
| Sentry Investment Management LLC | 12,116 | $1.02M | 0.33% | +12,116 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,910 | $1.02M | 0.07% | +5,124+75.5% | Added |
| ARGI Investment Services, LLC | 11,975 | $1.01M | 0.03% | +1,901+18.9% | Added |
| Systematic Alpha Investments, LLC | 11,901 | $1.00M | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 11,860 | $1.00M | 0.03% | +1,171+11.0% | Added |
| Powell Investment Advisors, LLC | 11,738 | $990.0K | 0.58% | +24+0.2% | Added |
| IMS Capital Management | 11,730 | $989.0K | 0.52% | 00.0% | Unchanged |
| First Financial Corp | 11,710 | $987.0K | 0.60% | −224−1.9% | Reduced |
| Burton Enright Welch | 11,684 | $985.1K | 0.54% | +11,684 | New |
| Clean Yield Group | 11,655 | $983.0K | 0.35% | +125+1.1% | Added |
| Loveless Wealth Management LLC | 11,660 | $983.0K | 0.56% | +410+3.6% | Added |