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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 8,248 | $521.0K | 0.09% | +1,497+22.2% | Added |
| DAGCO, Inc. | 8,280 | $523.0K | 0.27% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 8,292 | $524.0K | 0.05% | −1,077−11.5% | Reduced |
| Monograph Wealth Advisors, LLC | 8,329 | $526.0K | 0.15% | −484−5.5% | Reduced |
| Eqis Capital Management, Inc. | 8,381 | $529.5K | 0.06% | −1,723−17.1% | Reduced |
| Davis R M Inc | 8,424 | $532.0K | 0.01% | +3,700+78.3% | Added |
| Proficio Capital Partners LLC | 8,551 | $540.0K | 0.10% | −10−0.1% | Reduced |
| Calamos Wealth Management LLC | 8,566 | $541.0K | 0.05% | −87,448−91.1% | Reduced |
| 44 Wealth Management LLC | 8,582 | $542.0K | 0.21% | +28+0.3% | Added |
| Americana Partners, LLC | 8,643 | $543.0K | 0.10% | +8,643 | New |
| Mirova | 8,639 | $545.0K | 0.08% | −20,586−70.4% | Reduced |
| Boston Financial Mangement LLC | 8,643 | $546.0K | 0.02% | +154+1.8% | Added |
| Edgestream Partners, L.P. | 8,671 | $548.0K | 0.04% | +4,267+96.9% | Added |
| Leonteq Securities AG | 8,699 | $549.6K | 0.03% | +5,642+184.6% | Added |
| Avantax Advisory Services, Inc. | 8,707 | $550.0K | 0.01% | −1,398−13.8% | Reduced |
| Lyell Wealth Management, LP | 8,710 | $550.0K | 0.09% | +5+0.1% | Added |
| IFP Advisors, Inc | 12,353 | $551.0K | 0.02% | −12,345−50.0% | Reduced |
| Kovack Advisors, Inc. | 8,785 | $555.0K | 0.07% | −1,508−14.7% | Reduced |
| Fulton Bank, N.A. | 8,798 | $556.0K | 0.03% | −511−5.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,962 | $566.0K | 0.05% | −3,700−29.2% | Reduced |
| Concentric Wealth Management, LLC | 8,952 | $566.0K | 0.19% | +20.0% | Added |
| Cozad Asset Management Inc | 9,009 | $569.0K | 0.09% | +201+2.3% | Added |
| Amica Retiree Medical Trust | 9,017 | $570.0K | 0.65% | +1,130+14.3% | Added |
| Intrust Bank NA | 9,039 | $571.0K | 0.08% | −596−6.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,998 | $572.0K | 0.02% | +8,998 | New |
| Ascent Group, LLC | 8,330 | $575.0K | 0.07% | +4,226+103.0% | Added |
| Ironwood Financial, llc | 9,111 | $576.0K | 0.19% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 9,111 | $576.0K | 0.28% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 9,214 | $582.0K | 0.08% | +21+0.2% | Added |
| LMR Partners LLP | 9,250 | $584.0K | 0.01% | +9,250 | New |
| Cannell Peter B & Co Inc | 9,346 | $590.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 9,344 | $590.4K | 0.09% | +1,474+18.7% | Added |
| TownSquare Capital, LLC | 9,347 | $591.0K | 0.02% | +5,996+178.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,404 | $594.0K | 0.08% | −4,408−31.9% | Reduced |
| Symmetry Partners, LLC | 9,408 | $594.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,503 | $600.0K | 0.05% | +10.0% | Added |
| Patriot Investment Management Inc. | 9,546 | $603.0K | 0.06% | −1,551−14.0% | Reduced |
| Teza Capital Management LLC | 9,588 | $606.0K | 0.23% | −2,728−22.2% | Reduced |
| Pitcairn Co | 9,596 | $606.0K | 0.06% | +321+3.5% | Added |
| Boothbay Fund Management, LLC | 9,627 | $608.0K | 0.02% | +9,627 | New |
| Meridian Wealth Management, LLC | 9,638 | $609.0K | 0.05% | +9,638 | New |
| Drive Wealth Management, LLC | 9,668 | $611.0K | 0.56% | +9,668 | New |
| Inverness Counsel LLC | 9,714 | $614.0K | 0.03% | +400+4.3% | Added |
| Apollon Wealth Management, LLC | 9,783 | $618.0K | 0.05% | −102−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,794 | $618.8K | 0.07% | −6,055−38.2% | Reduced |
| Logan Capital Management Inc | 9,831 | $621.0K | 0.04% | 00.0% | Unchanged |
| Apriem Advisors | 9,836 | $621.0K | 0.11% | 00.0% | Unchanged |
| Man Group plc | – | $630.0K | 0.00% | – | – |
| Glenview Trust Co | 9,964 | $630.0K | 0.02% | +494+5.2% | Added |
| Chemistry Wealth Management LLC | 9,989 | $631.0K | 0.24% | +445+4.7% | Added |
| Next Level Private LLC | 9,989 | $631.0K | 0.24% | +9,989 | New |
| Compass Advisory Group LLC | 10,000 | $632.0K | 0.34% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,047 | $635.0K | 0.10% | +912+10.0% | Added |
| Private Ocean, LLC | 10,128 | $639.0K | 0.10% | −2,162−17.6% | Reduced |
| Sentry Investment Management LLC | 10,141 | $641.0K | 0.29% | −1,975−16.3% | Reduced |
| BerganKDV Wealth Management, LLC | 10,142 | $641.0K | 0.07% | +642+6.8% | Added |
| Aspen Investment Management Inc | 10,186 | $644.0K | 0.40% | −9,901−49.3% | Reduced |
| Monte Financial Group, LLC | 10,232 | $646.0K | 0.38% | +794+8.4% | Added |
| Riverwater Partners LLC | 10,255 | $648.0K | 0.65% | +10,255 | New |
| Virtus ETF Advisers LLC | 10,271 | $649.0K | 0.24% | +10,271 | New |
| Capital Advantage, Inc. | 10,320 | $652.0K | 0.14% | +40.0% | Added |
| Woodmont Investment Counsel LLC | 10,390 | $656.0K | 0.08% | +2,225+27.3% | Added |
| Paloma Partners Management Co | 10,383 | $656.0K | 0.07% | +8,083+351.4% | Added |
| Grove Bank & Trust | 10,422 | $658.0K | 0.16% | −2,470−19.2% | Reduced |
| Sawtooth Solutions, LLC | 10,433 | $659.0K | 0.09% | +1,991+23.6% | Added |
| Federated Hermes, Inc. | 10,508 | $664.0K | 0.00% | −1,109−9.5% | Reduced |
| Kestra Private Wealth Services, LLC | 10,554 | $667.0K | 0.04% | −319−2.9% | Reduced |
| Moseley Investment Management Inc | 10,578 | $668.0K | 0.47% | −15,083−58.8% | Reduced |
| Violich Capital Management, Inc. | 10,605 | $670.0K | 0.12% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 10,627 | $671.0K | 0.32% | +40.0% | Added |
| Salem Investment Counselors Inc | 10,659 | $673.0K | 0.03% | +1,225+13.0% | Added |
| Stony Point Wealth Management Inc. | 10,684 | $675.0K | 0.44% | +631+6.3% | Added |
| Mutual Advisors, LLC | 10,733 | $678.0K | 0.04% | +4,911+84.4% | Added |
| Hardy Reed LLC | 10,827 | $684.0K | 0.15% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10,837 | $685.0K | 0.00% | −2,784,585−99.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,839 | $685.0K | 0.09% | +3,086+39.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 10,860 | $686.0K | 0.07% | −16,874−60.8% | Reduced |
| Burton Enright Welch | 10,861 | $686.2K | 0.41% | −823−7.0% | Reduced |
| Hyperion Capital Advisors LP | 10,899 | $689.0K | 0.32% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,916 | $690.0K | 0.03% | −311−2.8% | Reduced |
| TCTC Holdings, LLC | 11,020 | $697.0K | 0.03% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 11,044 | $698.0K | 0.28% | +5,075+85.0% | Added |
| Ledyard National Bank | 11,059 | $699.0K | 0.08% | −1,301−10.5% | Reduced |
| Family Management Corp | 11,069 | $699.0K | 0.20% | +11,069 | New |
| Coastal Investment Advisors, Inc. | 10,955 | $700.0K | 0.17% | +178+1.7% | Added |
| Osborne Partners Capital Management, LLC | 11,087 | $700.0K | 0.05% | +323+3.0% | Added |
| Quantinno Capital Management LP | 11,095 | $701.0K | 0.10% | +3,868+53.5% | Added |
| Waldron Private Wealth LLC | 11,257 | $711.0K | 0.04% | +1,012+9.9% | Added |
| Greatmark Investment Partners, Inc. | 11,477 | $725.0K | 0.14% | +300+2.7% | Added |
| Clean Yield Group | 11,530 | $728.0K | 0.30% | −125−1.1% | Reduced |
| Boyd Watterson Asset Management LLC | 11,538 | $729.0K | 0.31% | +11,538 | New |
| QVR LLC | 11,602 | $733.0K | 0.58% | +7,279+168.4% | Added |
| Wedbush Securities Inc | 11,736 | $741.0K | 0.04% | −1,820−13.4% | Reduced |
| HCR Wealth Advisors | 11,750 | $742.0K | 0.15% | −547−4.4% | Reduced |
| Powell Investment Advisors, LLC | 11,738 | $742.0K | 0.45% | 00.0% | Unchanged |
| First Financial Corp | 11,731 | $742.0K | 0.49% | +21+0.2% | Added |
| Bordeaux Wealth Advisors LLC | 11,779 | $744.0K | 0.51% | −905−7.1% | Reduced |
| IMS Capital Management | 11,780 | $744.0K | 0.48% | +50+0.4% | Added |
| Loveless Wealth Management LLC | 11,785 | $745.0K | 0.49% | +125+1.1% | Added |
| Systematic Alpha Investments, LLC | 11,901 | $752.0K | 0.04% | 00.0% | Unchanged |