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 |
|---|---|---|---|---|---|
| HC Financial Advisors Inc | 457 | $29.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 477 | $30.0K | 0.00% | −34−6.7% | Reduced |
| Gradient Investments LLC | 482 | $30.0K | 0.00% | +167+53.0% | Added |
| Castleview Partners, LLC | 697 | $30.8K | 0.03% | −1,974−73.9% | Reduced |
| Column Capital Advisors, LLC | 492 | $31.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 492 | $31.0K | 0.00% | +93+23.3% | Added |
| CVA Family Office, LLC | 503 | $32.0K | 0.01% | +1+0.2% | Added |
| Worth Asset Management, LLC | 500 | $32.0K | 0.02% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 535 | $34.0K | 0.07% | −275−34.0% | Reduced |
| MV Capital Management, Inc. | 535 | $34.0K | 0.01% | −35−6.1% | Reduced |
| North Star Investment Management Corp. | 552 | $35.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 561 | $35.8K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 569 | $36.0K | 0.00% | −13,990−96.1% | Reduced |
| AdvisorNet Financial, Inc | 569 | $36.0K | 0.00% | −41−6.7% | Reduced |
| American National Bank | 580 | $37.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 600 | $38.0K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 625 | $39.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 623 | $39.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 612 | $39.0K | 0.01% | +612 | New |
| Core Alternative Capital | 669 | $42.0K | 0.01% | −8−1.2% | Reduced |
| MCF Advisors LLC | 663 | $42.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 682 | $43.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 677 | $43.0K | 0.01% | +677 | New |
| RWM Asset Management, LLC | 711 | $45.0K | 0.01% | +246+52.9% | Added |
| Bangor Savings Bank | 750 | $47.0K | 0.01% | +750 | New |
| Zions Bancorporation, N.A. | 766 | $48.0K | 0.00% | −1,132−59.6% | Reduced |
| HHM Wealth Advisors, LLC | 760 | $48.0K | 0.01% | +60+8.6% | Added |
| Glen Eagle Advisors, LLC | 762 | $48.1K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 766 | $49.0K | 0.03% | −753−49.6% | Reduced |
| Farmers & Merchants Investments Inc | 795 | $50.0K | 0.00% | +15+1.9% | Added |
| Toth Financial Advisory Corp | 810 | $51.0K | 0.01% | +655+422.6% | Added |
| Better Money Decisions, LLC | 866 | $55.0K | 0.05% | +866 | New |
| Bell Investment Advisors, Inc | 867 | $55.0K | 0.02% | +867 | New |
| Total Clarity Wealth Management, Inc. | 910 | $57.0K | 0.03% | +910 | New |
| Endurance Wealth Management, Inc. | 952 | $60.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 951 | $60.0K | 0.00% | +17+1.8% | Added |
| M&R Capital Management Inc | 972 | $61.0K | 0.02% | +2+0.2% | Added |
| City Holding Co | 975 | $62.0K | 0.01% | −449−31.5% | Reduced |
| America First Investment Advisors, LLC | 1,000 | $63.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 1,000 | $63.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $63.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,025 | $64.0K | 0.02% | −21−2.0% | Reduced |
| Disciplined Investments, LLC | 1,035 | $65.0K | 0.03% | +966+1,400.0% | Added |
| Quent Capital, LLC | 1,038 | $66.0K | 0.01% | +158+18.0% | Added |
| CoreCap Advisors, LLC | 1,112 | $70.0K | 0.01% | +1,112 | New |
| NVWM, LLC | 1,120 | $71.0K | 0.03% | −1−0.1% | Reduced |
| Hantz Financial Services, Inc. | 1,140 | $72.0K | 0.00% | −8−0.7% | Reduced |
| Rock Creek Group, LP | 1,135 | $72.0K | 0.01% | +1,135 | New |
| Hexagon Capital Partners LLC | 1,166 | $74.0K | 0.02% | +356+44.0% | Added |
| Oakworth Capital, Inc. | 1,200 | $76.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,244 | $79.0K | 0.01% | +4+0.3% | Added |
| West Paces Advisors Inc. | 1,270 | $80.2K | 0.03% | −34−2.6% | Reduced |
| Private Capital Group, LLC | 1,277 | $81.0K | 0.06% | −39−3.0% | Reduced |
| Monetary Management Group Inc | 1,350 | $85.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,342 | $85.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 1,469 | $93.0K | 0.02% | +44+3.1% | Added |
| Creative Financial Designs Inc | 1,509 | $95.0K | 0.02% | +2+0.1% | Added |
| Corsicana & Co. | 1,500 | $95.0K | 0.08% | 00.0% | Unchanged |
| First Bank & Trust | 1,515 | $96.0K | 0.03% | +1,489+5,726.9% | Added |
| Vectors Research Management, LLC | 1,550 | $98.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,620 | $102.0K | 0.14% | −1,915−54.2% | Reduced |
| Benjamin Edwards Inc | 1,636 | $103.0K | 0.03% | +19+1.2% | Added |
| Hills Bank & Trust Co | 1,682 | $106.0K | 0.02% | −100−5.6% | Reduced |
| Leelyn Smith, LLC | 1,686 | $107.0K | 0.03% | −121−6.7% | Reduced |
| Optimum Investment Advisors | 1,766 | $112.0K | 0.06% | +1+0.1% | Added |
| Hartford Financial Management Inc. | 1,800 | $114.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,808 | $114.0K | 0.03% | +203+12.6% | Added |
| Harbor Investment Advisory, LLC | 1,915 | $121.0K | 0.02% | −176−8.4% | Reduced |
| Counterpoint Mutual Funds LLC | 2,012 | $127.0K | 0.09% | +2,012 | New |
| South State Corp. | 2,017 | $128.0K | 0.01% | +162+8.7% | Added |
| Coastal Capital Group, Inc. | 2,048 | $129.0K | 0.04% | +6+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,076 | $131.0K | 0.01% | +1,418+215.5% | Added |
| Edge Capital Group, LLC | 2,074 | $131.0K | 0.01% | +2,074 | New |
| Tilia Fiduciary Partners, Inc. | 2,168 | $135.0K | 0.13% | +6+0.3% | Added |
| Pinnacle Bancorp, Inc. | 2,132 | $135.0K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,142 | $135.0K | 0.03% | +306+16.7% | Added |
| Tobam | 2,269 | $143.0K | 0.01% | +1,997+734.2% | Added |
| Seaport Global Advisors, LLC | 2,297 | $145.0K | 0.54% | −1,280−35.8% | Reduced |
| Bellwether Advisors, LLC | 2,309 | $145.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,299 | $145.0K | 0.04% | +52+2.3% | Added |
| Pacer Advisors, Inc. | 2,400 | $152.0K | 0.00% | −74,902−96.9% | Reduced |
| State of Wyoming | 2,421 | $153.0K | 0.09% | −3,261−57.4% | Reduced |
| Global Retirement Partners, LLC | 2,459 | $155.0K | 0.01% | +121+5.2% | Added |
| Harvest Fund Management Co., Ltd | 2,469 | $156.0K | 0.04% | −3,248−56.8% | Reduced |
| Riverview Trust Co | 2,549 | $161.0K | 0.14% | −354−12.2% | Reduced |
| Evoke Wealth, LLC | 2,611 | $165.0K | 0.01% | −90−3.3% | Reduced |
| Glassman Wealth Services | 2,637 | $167.0K | 0.03% | +421+19.0% | Added |
| Lindbrook Capital, LLC | 2,732 | $173.0K | 0.03% | +328+13.6% | Added |
| Proequities, Inc. | 2,775 | $175.0K | 0.01% | +891+47.3% | Added |
| EverSource Wealth Advisors, LLC | 2,905 | $183.0K | 0.05% | +1,220+72.4% | Added |
| Covestor Ltd | 2,897 | $183.0K | 0.15% | +1,658+133.8% | Added |
| Acropolis Investment Management, LLC | 2,937 | $186.0K | 0.02% | −54−1.8% | Reduced |
| Pflug Koory, LLC | 2,937 | $186.0K | 0.11% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,021 | $191.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,119 | $197.0K | 0.05% | +58+1.9% | Added |
| Cambridge Trust Co | 3,142 | $199.0K | 0.01% | −257−7.6% | Reduced |
| Clear Street Markets LLC | 3,152 | $199.0K | 0.07% | +2,536+411.7% | Added |
| Brave Asset Management Inc | 3,200 | $202.0K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 3,213 | $203.0K | 0.03% | −1,106−25.6% | Reduced |
| Verity & Verity, LLC | 3,235 | $204.0K | 0.03% | 00.0% | Unchanged |