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, Q2 2022
Institutional positions in Schwab Charles Corp as of Jun 30, 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
- 1,490
- −55 vs. Q1 2022
- Shares held
- 1.33B
- +2.56M (+0.2%) vs. Q1 2022
- Total value
- $84.2B
- −$28.0B (−24.9%) vs. Q1 2022
- New holders
- 126
- 643 more added
- Sold out
- 181
- 511 more reduced
22 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 9 | $1.00K | 0.00% | −4,838−99.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19 | $1.00K | 0.00% | −1,436−98.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.00K | 0.00% | −22−50.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 22 | $1.00K | 0.00% | +22 | New |
| TSFG, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 45 | $2.84K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 53 | $3.00K | 0.00% | −153−74.3% | Reduced |
| Byrne Asset Management LLC | 55 | $3.00K | 0.00% | −95−63.3% | Reduced |
| Washington Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 41 | $3.00K | 0.00% | +41 | New |
| Joseph P. Lucia & Associates, LLC | 65 | $4.00K | 0.00% | −325−83.3% | Reduced |
| Rocky Mountain Advisers, LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 60 | $4.00K | 0.00% | +3+5.3% | Added |
| Missouri Trust & Investment Co | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 82 | $5.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 93 | $5.00K | 0.00% | +90+3,000.0% | Added |
| Sierra Capital LLC | 102 | $6.00K | 0.00% | −184−64.3% | Reduced |
| Repertoire Partners LP | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $6.00K | 0.00% | +100 | New |
| WFA of San Diego, LLC | 100 | $6.00K | 0.01% | +100 | New |
| BOK Financial Private Wealth, Inc. | 114 | $7.00K | 0.00% | −6,553−98.3% | Reduced |
| JJJ Advisors Inc. | 102 | $7.00K | 0.00% | −73−41.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 108 | $7.00K | 0.00% | −1−0.9% | Reduced |
| Cedar Wealth Management, LLC | 112 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 128 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 137 | $9.00K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 136 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $9.48K | 0.01% | +42+38.9% | Added |
| Hoese & Co LLP | 152 | $10.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 155 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 154 | $10.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 165 | $10.0K | 0.01% | +165 | New |
| Heritage Wealth Management, LLC | 172 | $10.9K | 0.00% | −513−74.9% | Reduced |
| Tradewinds Capital Management, LLC | 169 | $11.0K | 0.00% | −221−56.7% | Reduced |
| Institutional & Family Asset Management, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 170 | $11.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 170 | $11.0K | 0.01% | +27+18.9% | Added |
| First Community Trust NA | 188 | $12.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 183 | $12.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 200 | $12.6K | 0.00% | −2,931−93.6% | Reduced |
| Prestige Wealth Management Group LLC | 195 | $13.0K | 0.00% | −40−17.0% | Reduced |
| Country Trust Bank | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 204 | $13.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 200 | $13.0K | 0.00% | +25+14.3% | Added |
| Wagner Wealth Management, LLC | 200 | $13.0K | 0.01% | +200 | New |
| Halpern Financial, Inc. | 217 | $13.7K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 218 | $14.0K | 0.00% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 225 | $14.0K | 0.00% | +214+1,945.5% | Added |
| Exchange Traded Concepts, LLC | 241 | $15.0K | 0.00% | −7,262−96.8% | Reduced |
| Front Row Advisors LLC | 237 | $15.0K | 0.01% | −2−0.8% | Reduced |
| FourThought Financial, LLC | 247 | $16.0K | 0.00% | −198−44.5% | Reduced |
| Curi Capital | 259 | $16.0K | 0.00% | +4+1.6% | Added |
| Enterprise Trust & Investment Co | 249 | $16.0K | 0.01% | +249 | New |
| Financial Synergies Wealth Advisors, Inc. | 261 | $16.5K | 0.00% | +261 | New |
| Raffa Wealth Management, LLC | 267 | $16.9K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 267 | $17.0K | 0.00% | −250−48.4% | Reduced |
| McIlrath & Eck, LLC | 263 | $17.0K | 0.01% | +60+29.6% | Added |
| Wolff Wiese Magana LLC | 262 | $17.0K | 0.01% | +252+2,520.0% | Added |
| Investors Research Corp | 290 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 281 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 290 | $18.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 321 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 310 | $20.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 332 | $21.0K | 0.00% | −32−8.8% | Reduced |
| Horan Securities, Inc. | 340 | $21.0K | 0.01% | +15+4.6% | Added |
| Independence Bank of Kentucky | 325 | $21.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 333 | $21.0K | 0.01% | +333 | New |
| Essex Investment Management Co LLC | 341 | $22.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 359 | $23.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 384 | $24.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 412 | $26.0K | 0.02% | −340−45.2% | Reduced |
| Carolina Wealth Advisors, LLC | 415 | $26.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 419 | $26.0K | 0.00% | +419 | New |
| Baron Financial Group, LLC | 435 | $27.5K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 450 | $28.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 447 | $28.0K | 0.02% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 456 | $28.0K | 0.02% | +456 | New |
| Penserra Capital Management LLC | 474 | $29.0K | 0.00% | −4,403−90.3% | Reduced |