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 |
|---|---|---|---|---|---|
| Old Mission Investment Co LLC | 4,275 | $270.1K | 0.12% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,288 | $271.0K | 0.02% | +1,431+50.1% | Added |
| Astoria Portfolio Advisors LLC. | 4,290 | $271.0K | 0.20% | +4,290 | New |
| Envoi LLC | 4,300 | $271.7K | 0.79% | +4,300 | New |
| Cutler Group LP | 4,330 | $273.0K | 0.04% | +1,126+35.1% | Added |
| Triangle Securities Wealth Management | 4,316 | $273.0K | 0.11% | +4,316 | New |
| Trustcore Financial Services, LLC | 4,338 | $274.0K | 0.03% | −400−8.4% | Reduced |
| Parkside Advisors LLC | 4,342 | $274.0K | 0.10% | +1,156+36.3% | Added |
| Institute for Wealth Management, LLC. | 4,360 | $275.0K | 0.05% | +142+3.4% | Added |
| Murphy Capital Management Inc | 4,395 | $277.0K | 0.04% | −15−0.3% | Reduced |
| Chatham Capital Group, Inc. | 4,377 | $277.0K | 0.06% | +397+10.0% | Added |
| Azimuth Capital Investment Management LLC | 4,400 | $278.0K | 0.01% | +4,400 | New |
| River Wealth Advisors LLC | 4,409 | $279.0K | 0.05% | +4,409 | New |
| CKW Financial Group | 4,400 | $281.0K | 0.05% | +100+2.3% | Added |
| Joel Isaacson & Co., LLC | 4,449 | $281.0K | 0.02% | +3+0.1% | Added |
| Vista Private Wealth Partners. LLC | 4,431 | $282.0K | 0.13% | −880−16.6% | Reduced |
| Intersect Capital LLC | 4,481 | $283.0K | 0.09% | +300+7.2% | Added |
| Enlightenment Research, LLC | 4,500 | $284.0K | 0.61% | −34,105−88.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,541 | $286.0K | 0.12% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,543 | $287.0K | 0.03% | −2,334−33.9% | Reduced |
| HRT Financial LP | 4,566 | $288.0K | 0.00% | −60,428−93.0% | Reduced |
| RFG Advisory, LLC | 4,161 | $288.0K | 0.02% | −401−8.8% | Reduced |
| Axxcess Wealth Management, LLC | 4,564 | $288.0K | 0.03% | +652+16.7% | Added |
| First Horizon Advisors, Inc. | 4,622 | $290.0K | 0.01% | −376−7.5% | Reduced |
| Keene & Associates, Inc. | 4,591 | $290.0K | 0.27% | −160−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 4,612 | $291.0K | 0.02% | +79+1.7% | Added |
| Operose Advisors LLC | 4,623 | $292.0K | 0.21% | +7+0.2% | Added |
| Occudo Quantitative Strategies LP | 4,631 | $293.0K | 0.02% | −341−6.9% | Reduced |
| RMB Capital Management, LLC | 4,646 | $294.0K | 0.01% | −516−10.0% | Reduced |
| V Wealth Advisors LLC | 4,665 | $295.0K | 0.06% | +322+7.4% | Added |
| Parkside Financial Bank & Trust | 4,670 | $296.0K | 0.09% | −623−11.8% | Reduced |
| Cardiff Park Advisors, LLC | 4,702 | $297.0K | 0.05% | +33+0.7% | Added |
| YorkBridge Wealth Partners, LLC | 4,756 | $300.0K | 0.08% | −8−0.2% | Reduced |
| Delta Financial Advisors LLC | 4,746 | $300.0K | 0.15% | +10.0% | Added |
| Cypress Wealth Services, LLC | 4,762 | $301.0K | 0.10% | +271+6.0% | Added |
| Highland Private Wealth Management | 4,780 | $302.0K | 0.05% | +241+5.3% | Added |
| HMS Capital Management, LLC | 4,824 | $305.0K | 0.18% | −9,308−65.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,831 | $305.0K | 0.03% | −207−4.1% | Reduced |
| Keel Point, LLC | 4,359 | $305.0K | 0.05% | −9−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 4,888 | $309.0K | 0.02% | −135−2.7% | Reduced |
| Prospera Financial Services Inc | 4,914 | $311.0K | 0.02% | −31,419−86.5% | Reduced |
| Childress Capital Advisors, LLC | 4,918 | $311.0K | 0.12% | −260−5.0% | Reduced |
| Ropes Wealth Advisors LLC | 4,957 | $313.0K | 0.06% | −20−0.4% | Reduced |
| Desjardins Global Asset Management Inc. | 4,986 | $315.0K | 0.04% | +63+1.3% | Added |
| Difesa Capital Management, LP | 5,000 | $316.0K | 0.21% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,000 | $316.0K | 0.30% | +5,000 | New |
| Barings LLC | 5,019 | $317.0K | 0.01% | −2,852−36.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $319.0K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,050 | $319.0K | 0.06% | +5,050 | New |
| Nova R Wealth, Inc. | 5,060 | $320.0K | 0.26% | +136+2.8% | Added |
| Asset Management Resources, LLC | 5,082 | $321.0K | 0.27% | −131−2.5% | Reduced |
| Norway Savings Bank | 5,095 | $322.0K | 0.17% | −125−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,110 | $323.0K | 0.01% | −198−3.7% | Reduced |
| Wedmont Private Capital | 5,131 | $324.0K | 0.07% | +662+14.8% | Added |
| Ferguson Wellman Capital Management, Inc | 5,176 | $327.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,143 | $327.0K | 0.02% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 5,189 | $328.0K | 0.01% | −1,971−27.5% | Reduced |
| Savant Capital, LLC | 5,202 | $329.0K | 0.01% | −276−5.0% | Reduced |
| American Money Management, LLC | 5,224 | $330.0K | 0.10% | −230−4.2% | Reduced |
| Family Legacy, Inc. | 5,321 | $331.0K | 0.16% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 5,244 | $331.0K | 0.03% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 5,259 | $332.0K | 0.12% | +5,259 | New |
| MQS Management LLC | 5,247 | $332.0K | 0.23% | +5,247 | New |
| Lincoln National Corp | 5,275 | $333.0K | 0.01% | +323+6.5% | Added |
| GSB Wealth Management, LLC | 5,285 | $334.0K | 0.11% | −1,550−22.7% | Reduced |
| Diligent Investors, LLC | 5,283 | $334.0K | 0.11% | +100+1.9% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $335.0K | 0.25% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,305 | $335.0K | 0.00% | +35+0.7% | Added |
| Hyman Charles D | 5,356 | $338.0K | 0.02% | +2,447+84.1% | Added |
| Fayez Sarofim & Co | 5,363 | $339.0K | 0.00% | −1,028−16.1% | Reduced |
| Kingsview Wealth Management, LLC | 5,387 | $340.0K | 0.02% | −2,802−34.2% | Reduced |
| Berkshire Asset Management LLC | 5,389 | $340.0K | 0.02% | −16−0.3% | Reduced |
| Traynor Capital Management, Inc. | 5,394 | $340.0K | 0.06% | +45+0.8% | Added |
| Stratos Wealth Advisors, LLC | 5,398 | $341.0K | 0.03% | +161+3.1% | Added |
| Campbell & CO Investment Adviser LLC | 5,400 | $341.0K | 0.09% | +5,400 | New |
| Aberdeen Wealth Management LLC | 5,408 | $342.0K | 0.27% | +10.0% | Added |
| American Portfolios Advisors | 5,438 | $343.6K | 0.01% | −1,337−19.7% | Reduced |
| Nicolet Bankshares Inc | 5,460 | $345.0K | 0.09% | −200−3.5% | Reduced |
| Welch & Forbes LLC | 5,462 | $345.0K | 0.01% | +5,462 | New |
| Court Place Advisors, LLC | 5,500 | $347.0K | 0.13% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,493 | $347.0K | 0.21% | −20.0% | Reduced |
| Tiedemann Advisors, LLC | 5,495 | $347.0K | 0.03% | +713+14.9% | Added |
| Ridgecrest Wealth Partners, LLC | 5,508 | $348.0K | 0.25% | 00.0% | Unchanged |
| Credit Agricole S A | 5,514 | $348.0K | 0.01% | +2,579+87.9% | Added |
| Connacht Asset Management LP | 5,506 | $348.0K | 0.50% | +5,506 | New |
| Advisor Resource Council | 5,518 | $348.0K | 0.03% | +5,518 | New |
| Ossiam | 5,542 | $350.0K | 0.01% | −1,248−18.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,565 | $352.0K | 0.14% | −101−1.8% | Reduced |
| Gryphon Financial Partners LLC | 5,562 | $352.0K | 0.09% | +585+11.8% | Added |
| Aquatic Capital Management LLC | 5,600 | $354.0K | 0.12% | −5,600−50.0% | Reduced |
| Chiron Capital Management, LLC | 5,600 | $354.0K | 0.22% | +5,600 | New |
| Marks Group Wealth Management, Inc | 5,619 | $355.0K | 0.05% | +293+5.5% | Added |
| Tudor Investment Corp Et Al | 5,644 | $357.0K | 0.01% | +5,644 | New |
| Credential Qtrade Securities Inc. | 5,660 | $357.6K | 0.03% | −99−1.7% | Reduced |
| Principle Wealth Partners LLC | 5,664 | $358.0K | 0.04% | 00.0% | Unchanged |
| FLC Capital Advisors | 5,666 | $358.0K | 0.12% | +2,959+109.3% | Added |
| Chilton Capital Management LLC | 5,680 | $359.0K | 0.02% | −137−2.4% | Reduced |
| CNB Bank | 5,703 | $360.0K | 0.23% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 5,691 | $360.0K | 0.26% | +5,691 | New |
| Latitude Advisors, LLC | 5,748 | $363.0K | 0.33% | −5,139−47.2% | Reduced |