Skip to main content

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.

Other share classesSCHW.PDSCHW.PJ

Q2 2022 vs. Q1 2022

How the institutions holding Schwab Charles Corp changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of SCHW: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders1,567221,490−55
Shares1.34B7.21M1.33B+2.56M (+0.2%)
Value$112.8B$608.2M$84.2B−$28.0B (−24.9%)

22 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (126)

Institutions that held Schwab Charles Corp at the end of Q2 2022 but not at the end of Q1 2022.

Showing the largest 100 of 126 by value.

Institutions new to SCHW in Q2 2022
InstitutionSharesValue% of portfolio
Two Sigma Advisers, LP1,568,995$99.1M0.28%
Theleme Partners LLP1,505,000$95.1M3.81%
Clark Capital Management Group, Inc.718,110$45.4M0.60%
Capital World Investors650,894$41.1M0.01%
Brandywine Global Investment Management, LLC527,021$33.3M0.29%
Eminence Capital, LP504,215$31.9M0.63%
Adams Diversified Equity Fund, Inc.366,200$23.1M1.10%
Soapstone Management L.P.300,000$19.0M8.03%
Farmer Steven Patrick267,335$16.9M0.26%
New York Life Investment Management LLC251,940$15.9M0.18%
Cinctive Capital Management LP188,672$11.9M0.55%
Vancity Investment Management Ltd162,293$10.3M1.46%
Nuance Investments, LLC149,795$9.46M0.19%
Worldquant Millennium Advisors LLC134,871$8.52M0.24%
Phase 2 Partners, LLC112,859$7.13M3.67%
PEAK6 Investments LLC124,542$7.06M0.16%
Claudia M.P. Batlle, CRP (R) LLC98,630$6.23M2.80%
Andra AP-fonden97,675$6.17M0.18%
Duality Advisers, LP79,942$5.05M0.50%
Intech Investment Management LLC78,447$4.96M0.03%
Madison Asset Management, LLC68,478$4.33M0.07%
Kiwi Wealth Investments Limited Partnership63,399$4.01M0.28%
Advocate Group LLC62,055$3.92M0.91%
United Services Automobile Association55,043$3.48M0.09%
Advisors Asset Management, Inc.50,200$3.17M0.06%
united american securities inc. (d/b/a uas asset management)50,000$3.16M0.91%
ICICI Prudential Asset Management Co Ltd48,573$3.09M0.56%
WCG Wealth Advisors LLC42,032$2.66M0.37%
De Burlo Group Inc40,988$2.59M0.74%
Quinn Opportunity Partners LLC38,500$2.43M0.22%
Goelzer Investment Management, Inc.38,418$2.43M0.23%
Group One Trading, L.P.37,685$2.38M0.07%
Parkwood LLC37,211$2.35M0.47%
Twin Capital Management Inc36,770$2.32M0.30%
Evolutionary Tree Capital Management, LLC33,213$2.10M2.28%
American Trust30,406$1.92M0.16%
Aurora Investment Counsel27,398$1.73M1.25%
Graham Capital Management, L.P.26,663$1.68M0.08%
Foundations Investment Advisors, LLC23,252$1.48M0.06%
HighPoint Advisor Group LLC22,784$1.45M0.16%
Arrowstreet Capital, Limited Partnership21,588$1.36M0.00%
Merit Financial Group, LLC21,454$1.35M0.04%
Marathon Trading Investment Management LLC19,113$1.21M0.68%
Griffin Asset Management, Inc.16,810$1.06M0.17%
FORA Capital, LLC16,489$1.04M0.21%
Founders Financial Alliance, LLC15,365$971.0K0.49%
Greenup Street Wealth Management LLC15,169$958.0K0.45%
Shay Capital LLC15,000$948.0K0.49%
South Dakota Investment Council14,750$932.0K0.02%
Wall Street Access Asset Management, LLC14,638$924.0K0.48%
Brewin Dolphin Wealth Management Ltd13,160$831.0K0.09%
Wright Investors Service Inc12,787$808.0K0.23%
DRW Securities, LLC12,173$769.0K0.20%
Boyd Watterson Asset Management LLC11,538$729.0K0.31%
Family Management Corp11,069$699.0K0.20%
Virtus ETF Advisers LLC10,271$649.0K0.24%
Riverwater Partners LLC10,255$648.0K0.65%
Next Level Private LLC9,989$631.0K0.24%
Drive Wealth Management, LLC9,668$611.0K0.56%
Meridian Wealth Management, LLC9,638$609.0K0.05%
Boothbay Fund Management, LLC9,627$608.0K0.02%
LMR Partners LLP9,250$584.0K0.01%
Stonehage Fleming Financial Services Holdings Ltd8,998$572.0K0.02%
Americana Partners, LLC8,643$543.0K0.10%
First Capital Advisors Group, LLC.8,174$516.0K0.35%
Algert Global LLC7,980$504.0K0.04%
55I, LLC7,621$481.0K0.01%
Ronald Blue Trust, Inc.5,613$473.0K0.01%
Garde Capital, Inc.7,470$472.0K0.06%
Connectus Wealth, LLC7,002$442.0K0.01%
Delphia (USA) Inc.6,957$440.0K0.30%
NinePointTwo Capital6,890$435.0K0.15%
Radnor Capital Management, LLC6,620$418.0K0.11%
Harbour Investments, Inc.6,537$413.0K0.03%
Transatlantique Private Wealth LLC6,168$390.0K0.27%
Colony Family Offices, LLC5,900$373.0K0.17%
NewEdge Wealth, LLC5,869$371.0K0.02%
Capula Management Ltd5,792$366.0K0.05%
PCG Wealth Advisors, LLC5,691$360.0K0.26%
Tudor Investment Corp Et Al5,644$357.0K0.01%
Chiron Capital Management, LLC5,600$354.0K0.22%
Connacht Asset Management LP5,506$348.0K0.50%
Advisor Resource Council5,518$348.0K0.03%
Welch & Forbes LLC5,462$345.0K0.01%
Campbell & CO Investment Adviser LLC5,400$341.0K0.09%
Poehling Capital Management, LLC5,259$332.0K0.12%
MQS Management LLC5,247$332.0K0.23%
Altfest L J & Co Inc5,050$319.0K0.06%
Corton Capital Inc.5,000$316.0K0.30%
River Wealth Advisors LLC4,409$279.0K0.05%
Azimuth Capital Investment Management LLC4,400$278.0K0.01%
Triangle Securities Wealth Management4,316$273.0K0.11%
Envoi LLC4,300$271.7K0.79%
Astoria Portfolio Advisors LLC.4,290$271.0K0.20%
N.E.W. Advisory Services LLC4,208$266.0K0.05%
Cary Street Partner Investment Advisory LLC4,172$264.0K0.02%
Quantum Financial Advisors, LLC3,631$254.0K0.10%
Financial Advisory Corp3,917$247.0K0.17%
Baxter Bros Inc3,837$242.0K0.04%
Haverford Trust Co3,669$232.0K0.00%

Sold out (181)

Institutions that held Schwab Charles Corp at the end of Q1 2022 and filed for Q2 2022 without it.

Showing the largest 100 of 181 by value.

Institutions that sold out of SCHW in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Palestra Capital Management LLC1,232,436$103.9M
Lord, Abbett & Co. LLC1,074,931$90.6M
Suvretta Capital Management, LLC982,790$82.9M
Westfield Capital Management Co LP738,837$62.3M
AustralianSuper Pty Ltd572,172$48.2M
MIG Capital, LLC330,089$27.8M
Caas Capital Management LP258,720$21.8M
Miura Global Management, LLC245,000$20.7M
Mackay Shields LLC215,943$18.2M
Gillson Capital LP209,024$17.6M
Eagle Global Advisors LLC202,052$17.0M
Mark Asset Management LP154,586$13.0M
Hudson Bay Capital Management LP150,000$12.6M
Congress Wealth Management LLC131,503$11.1M
Eisler Capital (UK) Ltd.114,746$9.67M
Vantage Investment Partners, LLC110,931$9.35M
North Reef Capital Management LP110,000$9.27M
Marvin & Palmer Associates Inc92,561$7.80M
Erste Asset Management GmbH80,668$7.16M
AMS Capital Ltda58,859$4.96M
Zacks Investment Management58,364$4.92M
Interval Partners, LP58,060$4.89M
Moody Lynn & Lieberson, LLC53,879$4.54M
Trexquant Investment LP53,569$4.52M
LRT Capital Management, LLC49,389$4.16M
Cumberland Partners Ltd43,606$3.68M
M.D. Sass Investors Services, Inc.40,103$3.38M
Ibex Wealth Advisors37,218$3.14M
Cordatus Wealth Management LLC32,199$2.71M
Blueshift Asset Management, LLC31,156$2.63M
Virtu Financial LLC31,047$2.62M
Alerus Financial NA25,065$2.11M
Kentucky Farm Bureau Mutual Insurance Co25,000$2.11M
Dorsey Wright & Associates24,103$2.03M
IBM Retirement Fund24,000$2.02M
Dakota Wealth Management22,839$1.93M
Genesee Capital Advisors, LLC22,038$1.86M
Sheets Smith Investment Management21,824$1.84M
Knowledge Leaders Capital, LLC21,586$1.82M
Avitas Wealth Management LLC17,778$1.50M
Unigestion Holding SA17,524$1.48M
XTX Topco Ltd16,020$1.35M
Two Sigma Securities, LLC16,006$1.35M
Magnetar Financial LLC14,668$1.24M
Laurion Capital Management LP14,050$1.19M
Cookson Peirce & Co Inc12,284$1.04M
CastleKnight Management LP11,000$927.0K
Fractal Investments LLC10,998$927.0K
IMC-Chicago, LLC10,933$922.0K
DCM Advisors, LLC10,423$879.0K
Dynamic Technology Lab Private Ltd10,255$865.0K
Stableford Capital II LLC9,902$792.0K
Aries Wealth Management9,111$768.0K
AIA Group Ltd8,348$704.0K
Machina Capital S.A.S.8,100$683.0K
Great Lakes Advisors, LLC8,090$682.0K
Choate Investment Advisors7,336$619.0K
Balasa Dinverno & Foltz LLC6,998$590.0K
Hollencrest Capital Management6,793$573.0K
Veracity Capital LLC6,256$527.0K
Stevens Capital Management LP5,776$487.0K
qPULA Trading Management LP5,700$481.0K
Parametrica Management Ltd5,674$479.0K
TriaGen Wealth Management LLC5,585$471.0K
Equitable Holdings, Inc.5,259$443.0K
Clarus Wealth Advisors5,371$438.0K
Minot Wealth Management LLC5,103$430.0K
Corbett Road Capital Management, LLC4,791$404.0K
Investment House LLC4,729$399.0K
Graypoint LLC4,347$367.0K
BlueCrest Capital Management Ltd4,242$358.0K
Pinnacle Family Advisors, LLC4,020$339.0K
Integrated Investment Consultants, LLC3,691$311.0K
Forte Capital LLC3,672$309.0K
First International Bank & Trust3,382$285.0K
Providence Capital Advisors, LLC3,371$284.0K
Sunflower Bank, N.A.3,344$282.0K
Oak Thistle LLC3,336$281.0K
9258 Wealth Management, LLC3,293$278.0K
Convergence Investment Partners, LLC3,196$269.0K
Legacy Financial Advisors, Inc.3,169$267.0K
Ameritas Advisory Services, LLC3,145$265.0K
Cherry Creek Investment Advisors, Inc.3,105$262.0K
Financial Consulate, Inc3,100$261.0K
Northstar Asset Management LLC3,090$260.0K
Western Wealth Management, LLC3,095$260.0K
Cypress Capital Group3,068$259.0K
Silvercrest Asset Management Group LLC3,024$255.0K
Fisher Asset Management, LLC3,016$254.0K
Wimmer Associates 1, LLC3,000$253.0K
Autus Asset Management, LLC2,981$251.0K
Private Advisory Group LLC2,978$251.0K
Good Life Advisors, LLC2,967$250.0K
Intrua Financial, LLC2,956$249.0K
J.W. Cole Advisors, Inc.2,925$247.0K
E Fund Management Co., Ltd.2,933$247.0K
Triasima Portfolio Management inc.2,931$247.0K
L2 Asset Management, LLC2,882$243.0K
C2C Wealth Management, LLC3,100$242.0K
Financial Architects, Inc2,841$240.0K

Not filed for Q2 2022 yet (22)

Institutions that held Schwab Charles Corp at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.