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 |
|---|---|---|---|---|---|
| Nwam LLC | 3,214 | $204.0K | 0.02% | +3,214 | New |
| Ausdal Financial Partners, Inc. | 3,253 | $205.0K | 0.03% | +406+14.3% | Added |
| Berkeley, Inc | 3,267 | $206.4K | 0.17% | +283+9.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,275 | $207.0K | 0.04% | +1,848+129.5% | Added |
| First Business Financial Services, Inc. | 3,315 | $209.0K | 0.03% | +492+17.4% | Added |
| Stockman Wealth Management, Inc. | 3,326 | $210.0K | 0.05% | −60,138−94.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,335 | $211.0K | 0.10% | 00.0% | Unchanged |
| Eastern Bank | 3,363 | $212.0K | 0.01% | −24−0.7% | Reduced |
| Boyar Asset Management Inc. | 3,350 | $212.0K | 0.17% | 00.0% | Unchanged |
| Little House Capital LLC | 3,349 | $212.0K | 0.11% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,353 | $212.0K | 0.04% | +24+0.7% | Added |
| Mather Group, LLC. | 3,360 | $212.0K | 0.00% | +453+15.6% | Added |
| Jeppson Wealth Management, LLC | 3,376 | $213.0K | 0.09% | −168−4.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,372 | $213.0K | 0.03% | +3+0.1% | Added |
| Acas, LLC | 3,088 | $213.0K | 0.32% | +200+6.9% | Added |
| BNC Wealth Management, LLC | 3,364 | $213.0K | 0.11% | +504+17.6% | Added |
| CX Institutional | 3,387 | $214.0K | 0.02% | −797−19.0% | Reduced |
| Absolute Capital Management, LLC | 3,400 | $215.0K | 0.34% | −8,800−72.1% | Reduced |
| Integrated Advisors Network LLC | 3,404 | $215.0K | 0.01% | −753−18.1% | Reduced |
| Mystic Asset Management, Inc. | 3,418 | $215.0K | 0.13% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 3,403 | $215.0K | 0.14% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,413 | $216.0K | 0.10% | −8−0.2% | Reduced |
| Essex Financial Services, Inc. | 3,453 | $218.0K | 0.02% | +155+4.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,465 | $219.0K | 0.01% | −8,445−70.9% | Reduced |
| LCM Capital Management Inc | 3,472 | $219.0K | 0.22% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 3,500 | $221.0K | 0.15% | +300+9.4% | Added |
| Aaron Wealth Advisors | 3,534 | $223.0K | 0.06% | −176,383−98.0% | Reduced |
| PDS Planning, Inc | 3,538 | $224.0K | 0.04% | +260+7.9% | Added |
| Westshore Wealth, LLC | 3,563 | $225.0K | 0.15% | +533+17.6% | Added |
| Sigma Investment Counselors Inc | 3,574 | $226.0K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,579 | $226.0K | 0.04% | +3,579 | New |
| Klingenstein Fields & Co LP | 3,615 | $228.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,601 | $228.0K | 0.03% | +416+13.1% | Added |
| WNY Asset Management, LLC | 3,628 | $229.0K | 0.08% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,635 | $230.0K | 0.07% | −97−2.6% | Reduced |
| Glaxis Capital Management, LLC | 3,642 | $230.0K | 3.51% | +10+0.3% | Added |
| Freestone Capital Holdings, LLC | 3,658 | $231.0K | 0.01% | −6,393−63.6% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $231.0K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,648 | $231.0K | 0.14% | +3,648 | New |
| Atlas Private Wealth Management | 3,678 | $232.0K | 0.16% | +9+0.2% | Added |
| Beaumont Financial Partners, LLC | 3,675 | $232.0K | 0.02% | +310+9.2% | Added |
| Bradley Foster & Sargent Inc | 3,676 | $232.0K | 0.01% | +450+13.9% | Added |
| Haverford Trust Co | 3,669 | $232.0K | 0.00% | +3,669 | New |
| Trustmark National Bank Trust Department | 3,672 | $232.0K | 0.02% | +3,672 | New |
| Welch Group, LLC | 3,675 | $232.0K | 0.01% | +3,675 | New |
| Brighton Jones LLC | 3,684 | $233.0K | 0.01% | −123−3.2% | Reduced |
| Carlson Capital Management | 3,693 | $233.0K | 0.02% | +109+3.0% | Added |
| Founders Capital Management | 3,714 | $235.0K | 0.19% | −36−1.0% | Reduced |
| Koshinski Asset Management, Inc. | 3,737 | $236.0K | 0.02% | +717+23.7% | Added |
| Souders Financial Advisors | 3,753 | $237.0K | 0.07% | +36+1.0% | Added |
| Affinity Capital Advisors, LLC | 3,769 | $238.0K | 0.08% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 3,764 | $238.0K | 0.24% | +59+1.6% | Added |
| Capital Investment Advisors, LLC | 3,763 | $238.0K | 0.01% | +95+2.6% | Added |
| Centiva Capital, LP | 3,780 | $239.0K | 0.01% | −1,665−30.6% | Reduced |
| Crawford Investment Counsel Inc | 3,777 | $239.0K | 0.01% | −113−2.9% | Reduced |
| St Germain D J Co Inc | 3,792 | $240.0K | 0.02% | −180−4.5% | Reduced |
| Carson Advisory Inc. | 3,803 | $240.0K | 0.27% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,819 | $241.0K | 0.05% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,812 | $241.0K | 0.20% | +2+0.1% | Added |
| Klingman & Associates, LLC | 3,810 | $241.0K | 0.02% | +193+5.3% | Added |
| Sargent Bickham Lagudis LLC | 3,838 | $242.0K | 0.02% | −57−1.5% | Reduced |
| Gould Asset Management LLC | 3,827 | $242.0K | 0.08% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 3,825 | $242.0K | 0.03% | 00.0% | Unchanged |
| Baxter Bros Inc | 3,837 | $242.0K | 0.04% | +3,837 | New |
| Purus Wealth Management, LLC | 3,844 | $243.0K | 0.22% | −354−8.4% | Reduced |
| Norris Perne & French LLP | 3,850 | $243.0K | 0.02% | −314−7.5% | Reduced |
| ASB Consultores, LLC | 3,865 | $244.0K | 0.11% | −4,020−51.0% | Reduced |
| Gladstone Institutional Advisory LLC | 3,890 | $246.0K | 0.02% | −763−16.4% | Reduced |
| Financial Advisory Corp | 3,917 | $247.0K | 0.17% | +3,917 | New |
| Avantax Planning Partners, Inc. | 3,945 | $249.0K | 0.01% | +254+6.9% | Added |
| Grandfield & Dodd, LLC | 3,961 | $250.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,996 | $252.0K | 0.10% | −1,072−21.2% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 4,001 | $253.0K | 0.03% | −2,747−40.7% | Reduced |
| Marshall Financial Group LLC | 3,997 | $253.0K | 0.10% | −1,172−22.7% | Reduced |
| Triad Investment Management | 4,005 | $253.0K | 0.37% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 4,000 | $253.0K | 0.17% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $253.0K | 0.09% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,631 | $254.0K | 0.10% | +3,631 | New |
| Essex LLC | 4,044 | $255.0K | 0.08% | −85−2.1% | Reduced |
| Sanders Morris Harris LLC | 4,000 | $256.0K | 0.06% | 00.0% | Unchanged |
| West Coast Financial LLC | 4,095 | $259.0K | 0.05% | −767−15.8% | Reduced |
| Van Strum & Towne Inc. | 4,100 | $259.0K | 0.11% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 4,099 | $259.0K | 0.15% | +1,062+35.0% | Added |
| Syntax Advisors, LLC | 4,099 | $259.0K | 0.22% | +1,062+35.0% | Added |
| DSC Advisors, L.P. | 4,121 | $260.0K | 0.26% | −604−12.8% | Reduced |
| Garrison Bradford & Associates Inc | 4,115 | $260.0K | 0.30% | +15+0.4% | Added |
| Jackson Hole Capital Partners, LLC | 4,142 | $262.0K | 0.08% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 4,150 | $262.0K | 0.51% | +880+26.9% | Added |
| Trail Ridge Investment Advisors, LLC | 4,180 | $264.0K | 0.18% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,172 | $264.0K | 0.02% | +4,172 | New |
| Sutton Wealth Advisors Inc. | 4,208 | $265.9K | 0.11% | +31+0.7% | Added |
| Abbrea Capital, LLC | 4,213 | $266.0K | 0.04% | −285−6.3% | Reduced |
| N.E.W. Advisory Services LLC | 4,208 | $266.0K | 0.05% | +4,208 | New |
| First Affirmative Financial Network | 4,226 | $267.0K | 0.30% | −356−7.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,279 | $270.0K | 0.10% | −297−6.5% | Reduced |
| Geller Advisors LLC | 4,276 | $270.0K | 0.06% | −50−1.2% | Reduced |
| Defined Wealth Management, LLC | 4,267 | $270.0K | 0.28% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4,259 | $270.0K | 0.17% | +41+1.0% | Added |
| Sonora Investment Management Group, LLC | 4,270 | $270.0K | 0.03% | +135+3.3% | Added |
| Financial Enhancement Group LLC | 4,271 | $270.0K | 0.06% | +780+22.3% | Added |