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 |
|---|---|---|---|---|---|
| Gillson Capital LP | 0 | $0 | 0.00% | −209,024−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −202,052−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −154,586−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −131,503−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −114,746−100.0% | Sold out |
| Vantage Investment Partners, LLC | 0 | $0 | 0.00% | −110,931−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −92,561−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −58,859−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −58,364−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −58,060−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −53,879−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −53,569−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −49,389−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −43,606−100.0% | Sold out |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −40,103−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −37,218−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −32,199−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −31,156−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −31,047−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −25,065−100.0% | Sold out |
| Kentucky Farm Bureau Mutual Insurance Co | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −24,103−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −22,839−100.0% | Sold out |
| Genesee Capital Advisors, LLC | 0 | $0 | 0.00% | −22,038−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −21,824−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −21,586−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −17,778−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −17,524−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,020−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,006−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,668−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −14,050−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −12,284−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −10,998−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,933−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −10,423−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,255−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −9,902−100.0% | Sold out |
| Aries Wealth Management | 0 | $0 | 0.00% | −9,111−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −8,348−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −7,336−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −6,998−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −6,793−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,776−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −5,585−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Clarus Wealth Advisors | 0 | $0 | 0.00% | −5,371−100.0% | Sold out |
| Minot Wealth Management LLC | 0 | $0 | 0.00% | −5,103−100.0% | Sold out |
| Corbett Road Capital Management, LLC | 0 | $0 | 0.00% | −4,791−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −4,347−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −3,691−100.0% | Sold out |
| Forte Capital LLC | 0 | $0 | 0.00% | −3,672−100.0% | Sold out |
| First International Bank & Trust | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Sunflower Bank, N.A. | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,145−100.0% | Sold out |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Northstar Asset Management LLC | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Wimmer Associates 1, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Autus Asset Management, LLC | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −2,978−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −2,956−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,925−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −2,933−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −2,931−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −2,852−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −2,839−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −2,834−100.0% | Sold out |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Tranquilli Financial Advisor LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −2,716−100.0% | Sold out |