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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 5,759 | $364.0K | 0.09% | −456−7.3% | Reduced |
| Stock Yards Bank & Trust Co | 5,768 | $365.0K | 0.02% | +3,102+116.4% | Added |
| J. L. Bainbridge & Co., Inc. | 5,796 | $366.0K | 0.06% | +195+3.5% | Added |
| Regatta Capital Group, LLC | 5,790 | $366.0K | 0.17% | +1,080+22.9% | Added |
| Capula Management Ltd | 5,792 | $366.0K | 0.05% | +5,792 | New |
| Moors & Cabot, Inc. | 5,844 | $369.0K | 0.03% | −419−6.7% | Reduced |
| NewEdge Wealth, LLC | 5,869 | $371.0K | 0.02% | +5,869 | New |
| Colony Family Offices, LLC | 5,900 | $373.0K | 0.17% | +5,900 | New |
| Rehmann Capital Advisory Group | 5,951 | $376.0K | 0.04% | +174+3.0% | Added |
| Angeles Investment Advisors, LLC | 5,965 | $377.0K | 0.03% | 00.0% | Unchanged |
| BTR Capital Management Inc | 5,987 | $378.0K | 0.05% | 00.0% | Unchanged |
| LVW Advisors, LLC | 5,995 | $379.0K | 0.08% | −36−0.6% | Reduced |
| Bank of the West | 5,987 | $379.0K | 0.05% | −30−0.5% | Reduced |
| IFG Advisory, LLC | 6,031 | $381.0K | 0.04% | −1,235−17.0% | Reduced |
| Rosenberg Matthew Hamilton | 5,966 | $381.0K | 0.14% | +335+5.9% | Added |
| Pointe Capital Management LLC | 6,057 | $383.0K | 0.29% | 00.0% | Unchanged |
| Davidson Investment Advisors | 6,175 | $390.0K | 0.03% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,168 | $390.0K | 0.27% | +6,168 | New |
| Cetera Advisors LLC | 6,184 | $391.0K | 0.01% | −470−7.1% | Reduced |
| TAGStone Capital, Inc. | 6,185 | $391.0K | 0.37% | +17+0.3% | Added |
| Integrated Wealth Concepts LLC | 6,194 | $391.0K | 0.01% | +1,736+38.9% | Added |
| Tompkins Financial Corp | 6,235 | $394.0K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,263 | $395.7K | 0.03% | +1,215+24.1% | Added |
| Plante Moran Financial Advisors, LLC | 6,275 | $396.0K | 0.07% | −645−9.3% | Reduced |
| InterOcean Capital Group, LLC | 6,265 | $396.0K | 0.02% | +3,390+117.9% | Added |
| Pittenger & Anderson Inc | 6,282 | $397.0K | 0.02% | −599−8.7% | Reduced |
| Wintrust Investments LLC | 6,291 | $397.0K | 0.05% | +177+2.9% | Added |
| Transcend Wealth Collective, LLC | 6,277 | $397.0K | 0.04% | +419+7.2% | Added |
| Summit X, LLC | 6,351 | $399.0K | 0.12% | +3,584+129.5% | Added |
| RMR Wealth Builders | 6,354 | $401.0K | 0.10% | +195+3.2% | Added |
| Sand Hill Global Advisors, LLC | 6,367 | $402.0K | 0.02% | −1,013−13.7% | Reduced |
| Gsa Capital Partners LLP | 6,383 | $403.0K | 0.06% | −9,256−59.2% | Reduced |
| Advisors Capital Management, LLC | 6,395 | $404.0K | 0.01% | −204−3.1% | Reduced |
| Ritholtz Wealth Management | 6,409 | $405.0K | 0.03% | +761+13.5% | Added |
| StoneX Group Inc. | 6,448 | $407.4K | 0.05% | +3,835+146.8% | Added |
| RDA Financial Network | 6,492 | $410.0K | 0.21% | +2,256+53.3% | Added |
| Almanack Investment Partners, LLC. | 6,484 | $410.0K | 0.04% | +3,091+91.1% | Added |
| Fiera Capital Corp | 6,500 | $411.0K | 0.00% | −550−7.8% | Reduced |
| Orion Portfolio Solutions, LLC | 6,516 | $412.0K | 0.02% | +139+2.2% | Added |
| Moneta Group Investment Advisors LLC | 6,521 | $412.0K | 0.01% | +3,034+87.0% | Added |
| Hyperion Asset Management Ltd | 6,540 | $413.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,537 | $413.0K | 0.05% | +252+4.0% | Added |
| Studio Investment Management LLC | 6,531 | $413.0K | 0.14% | +458+7.5% | Added |
| Harbour Investments, Inc. | 6,537 | $413.0K | 0.03% | +6,537 | New |
| Bahl & Gaynor Inc | 6,580 | $416.0K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 6,605 | $417.0K | 0.03% | −96−1.4% | Reduced |
| Radnor Capital Management, LLC | 6,620 | $418.0K | 0.11% | +6,620 | New |
| HB Wealth Management, LLC | 6,668 | $421.0K | 0.01% | +784+13.3% | Added |
| Main Street Financial Solutions, LLC | 6,689 | $423.0K | 0.05% | +52+0.8% | Added |
| First Dallas Securities Inc. | 6,700 | $423.0K | 0.29% | +150+2.3% | Added |
| Focus Financial Network, Inc. | 6,701 | $423.4K | 0.03% | −133−1.9% | Reduced |
| SeaCrest Wealth Management, LLC | 6,751 | $427.0K | 0.05% | +1,551+29.8% | Added |
| NBT Bank N A | 6,813 | $431.0K | 0.07% | +412+6.4% | Added |
| BSW Wealth Partners | 6,832 | $432.0K | 0.10% | +289+4.4% | Added |
| NinePointTwo Capital | 6,890 | $435.0K | 0.15% | +6,890 | New |
| Delphia (USA) Inc. | 6,957 | $440.0K | 0.30% | +6,957 | New |
| Connectus Wealth, LLC | 7,002 | $442.0K | 0.01% | +7,002 | New |
| Orca Investment Management, LLC | 7,076 | $447.0K | 0.41% | −124−1.7% | Reduced |
| Equitable Trust Co | 7,091 | $448.0K | 0.03% | +2,260+46.8% | Added |
| Sigma Planning Corp | 7,126 | $450.0K | 0.02% | −146−2.0% | Reduced |
| BBR Partners, LLC | 7,149 | $452.0K | 0.05% | +7+0.1% | Added |
| TCI Wealth Advisors, Inc. | 7,185 | $454.0K | 0.07% | −1,196−14.3% | Reduced |
| Garrison Point Advisors, LLC | 7,185 | $454.0K | 0.38% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 7,207 | $455.0K | 0.09% | +3,232+81.3% | Added |
| GFG Capital, LLC | 7,248 | $458.0K | 0.14% | +183+2.6% | Added |
| Zullo Investment Group, Inc. | 7,274 | $460.0K | 0.29% | +351+5.1% | Added |
| Arkadios Wealth Advisors | 7,324 | $463.0K | 0.07% | −1,849−20.2% | Reduced |
| Sutton Place Investors LLC | 7,389 | $467.0K | 0.68% | +947+14.7% | Added |
| Belpointe Asset Management LLC | 7,423 | $469.0K | 0.03% | +394+5.6% | Added |
| Athena Investment Management | 7,458 | $471.0K | 0.37% | 00.0% | Unchanged |
| Garde Capital, Inc. | 7,470 | $472.0K | 0.06% | +7,470 | New |
| First National Bank of Hutchinson | 7,486 | $473.0K | 0.35% | +13+0.2% | Added |
| Ronald Blue Trust, Inc. | 5,613 | $473.0K | 0.01% | +5,613 | New |
| Atticus Wealth Management, LLC | 7,522 | $475.0K | 0.20% | −255−3.3% | Reduced |
| RNC Capital Management LLC | 7,518 | $475.0K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,572 | $478.0K | 0.19% | +2,852+60.4% | Added |
| 55I, LLC | 7,621 | $481.0K | 0.01% | +7,621 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 7,640 | $482.7K | 0.12% | +20.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,645 | $483.0K | 0.13% | +380+5.2% | Added |
| Keystone Financial Services | 7,145 | $483.0K | 0.26% | +499+7.5% | Added |
| Teamwork Financial Advisors, LLC | 7,671 | $485.0K | 0.11% | −25,114−76.6% | Reduced |
| Trust Co of Virginia | 7,675 | $485.0K | 0.06% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 7,709 | $487.0K | 0.03% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 7,720 | $487.0K | 0.03% | +204+2.7% | Added |
| Ninety One SA (PTY) Ltd | 7,720 | $488.0K | 0.17% | −88−1.1% | Reduced |
| Navalign, LLC | 7,769 | $491.0K | 0.21% | +29+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 7,800 | $493.0K | 0.04% | −450−5.5% | Reduced |
| Beach Investment Counsel Inc | 7,840 | $495.0K | 0.06% | +919+13.3% | Added |
| ETF Managers Group, LLC | 7,812 | $497.0K | 0.01% | −2,921−27.2% | Reduced |
| Albion Financial Group | 7,871 | $497.0K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7,914 | $500.0K | 0.04% | +1,013+14.7% | Added |
| Edgewood Management LLC | 7,960 | $503.0K | 0.00% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 7,980 | $504.0K | 0.01% | −522−6.1% | Reduced |
| Algert Global LLC | 7,980 | $504.0K | 0.04% | +7,980 | New |
| Cavalier Investments, LLC | 8,077 | $510.0K | 0.18% | +120+1.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8,070 | $510.0K | 0.12% | +2,500+44.9% | Added |
| FinTrust Capital Advisors, LLC | 8,122 | $512.0K | 0.13% | −200−2.4% | Reduced |
| Crumly & Associates Inc. | 8,124 | $513.0K | 0.21% | −3,471−29.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,166 | $516.0K | 0.07% | +426+5.5% | Added |
| First Capital Advisors Group, LLC. | 8,174 | $516.0K | 0.35% | +8,174 | New |