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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 11,965 | $756.0K | 0.67% | +463+4.0% | Added |
| Baldwin Investment Management, LLC | 12,058 | $762.0K | 0.26% | +6,663+123.5% | Added |
| Cascade Investment Advisors, Inc. | 12,080 | $763.2K | 0.60% | −458−3.7% | Reduced |
| Sage Rhino Capital LLC | 12,104 | $765.0K | 0.29% | −879−6.8% | Reduced |
| Platform Technology Partners | 12,118 | $766.0K | 0.42% | −1,390−10.3% | Reduced |
| Semmax Financial Advisors Inc. | 10,946 | $766.0K | 0.31% | −702−6.0% | Reduced |
| Spire Wealth Management | 12,146 | $767.0K | 0.03% | −115,099−90.5% | Reduced |
| Elmwood Wealth Management, Inc. | 12,158 | $768.0K | 0.44% | +17+0.1% | Added |
| DRW Securities, LLC | 12,173 | $769.0K | 0.20% | +12,173 | New |
| Park Avenue Securities LLC | 12,188 | $770.0K | 0.01% | +5,249+75.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 12,209 | $771.0K | 0.54% | +637+5.5% | Added |
| Horizon Investments, LLC | 12,299 | $775.0K | 0.03% | −23,488−65.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,274 | $775.0K | 0.01% | −489−3.8% | Reduced |
| Laffer Tengler Investments | 12,325 | $778.7K | 0.27% | +8,363+211.1% | Added |
| Diversified Trust Co | 12,334 | $779.0K | 0.03% | +474+4.0% | Added |
| ARGI Investment Services, LLC | 12,353 | $780.0K | 0.03% | +378+3.2% | Added |
| Vestmark Advisory Solutions, Inc. | 12,357 | $781.0K | 0.04% | +2,178+21.4% | Added |
| Arden Trust Co | 12,394 | $784.0K | 0.18% | −571−4.4% | Reduced |
| Eagle Asset Management Inc | 12,464 | $787.0K | 0.00% | −811−6.1% | Reduced |
| Segall Bryant & Hamill, LLC | 12,455 | $787.0K | 0.01% | +50+0.4% | Added |
| Hamel Associates, Inc. | 12,460 | $787.0K | 0.31% | +8,195+192.1% | Added |
| Hall Capital Management Co Inc | 12,512 | $791.0K | 0.52% | +1,931+18.2% | Added |
| WESPAC Advisors SoCal, LLC | 12,538 | $792.0K | 0.30% | −87−0.7% | Reduced |
| Gemmer Asset Management LLC | 12,581 | $795.0K | 0.12% | +30.0% | Added |
| West Financial Advisors, LLC | 12,600 | $796.0K | 0.23% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 12,613 | $797.0K | 0.75% | −3,101−19.7% | Reduced |
| Summit Asset Management, LLC | 12,629 | $798.0K | 0.25% | −150−1.2% | Reduced |
| Sun Life Financial INC | 12,586 | $798.0K | 0.06% | +107+0.9% | Added |
| Continuum Advisory, LLC | 12,694 | $802.0K | 0.15% | +8,582+208.7% | Added |
| Quadrant Capital Group LLC | 12,718 | $804.0K | 0.11% | +243+1.9% | Added |
| Archford Capital Strategies, LLC | 12,720 | $804.0K | 0.20% | +1,510+13.5% | Added |
| Stonnington Group, LLC | 12,547 | $806.0K | 0.21% | +1,200+10.6% | Added |
| Wright Investors Service Inc | 12,787 | $808.0K | 0.23% | +12,787 | New |
| Burns Matteson Capital Management, LLC | 12,820 | $810.0K | 0.57% | +213+1.7% | Added |
| Wealthsource Partners, LLC | 12,830 | $811.0K | 0.06% | −1,482−10.4% | Reduced |
| Forum Financial Management, LP | 12,836 | $811.0K | 0.04% | +34+0.3% | Added |
| Lake Street Advisors Group, LLC | 12,868 | $813.0K | 0.06% | −740−5.4% | Reduced |
| Coldstream Capital Management Inc | 12,867 | $813.0K | 0.03% | +2,470+23.8% | Added |
| Capital Advisors Inc | 12,908 | $816.0K | 0.02% | −348−2.6% | Reduced |
| Evermay Wealth Management LLC | 12,940 | $818.0K | 0.16% | −183−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,159 | $830.0K | 0.08% | +3,534+36.7% | Added |
| Ballentine Partners, LLC | 13,153 | $831.0K | 0.03% | +63+0.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 13,160 | $831.0K | 0.09% | +13,160 | New |
| Professional Financial Advisors, LLC | 13,414 | $847.0K | 0.47% | +365+2.8% | Added |
| Balentine LLC | 13,772 | $870.0K | 0.03% | −4,182−23.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 13,778 | $870.0K | 0.29% | −2,743−16.6% | Reduced |
| Natixis Investment Managers International | 13,823 | $873.0K | 0.02% | −16,747−54.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,952 | $881.0K | 0.02% | −127−0.9% | Reduced |
| World Equity Group, Inc. | 14,047 | $887.5K | 0.22% | +257+1.9% | Added |
| Sequoia Financial Advisors, LLC | 14,118 | $892.0K | 0.03% | +1,054+8.1% | Added |
| Legacy Wealth Asset Management, LLC | 14,147 | $894.0K | 0.36% | +94+0.7% | Added |
| KB Financial Partners, LLC | 14,175 | $896.0K | 0.31% | −38−0.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 14,347 | $906.0K | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,263 | $916.0K | 0.09% | −1,445−9.8% | Reduced |
| Clay Northam Wealth Management, LLC | 14,577 | $921.0K | 1.15% | −30.0% | Reduced |
| Uncommon Cents Investing LLC | 14,597 | $922.0K | 0.37% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 14,623 | $924.0K | 0.86% | +430+3.0% | Added |
| Wall Street Access Asset Management, LLC | 14,638 | $924.0K | 0.48% | +14,638 | New |
| Schechter Investment Advisors, LLC | 14,658 | $926.0K | 0.09% | +352+2.5% | Added |
| Royce & Associates LP | 14,671 | $927.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 14,681 | $928.0K | 0.09% | +1,409+10.6% | Added |
| Krilogy Financial LLC | 14,702 | $929.0K | 0.11% | +293+2.0% | Added |
| South Dakota Investment Council | 14,750 | $932.0K | 0.02% | +14,750 | New |
| Valeo Financial Advisors, LLC | 14,874 | $940.0K | 0.06% | −7,860−34.6% | Reduced |
| Morse Asset Management, Inc | 15,000 | $948.0K | 0.30% | −15,435−50.7% | Reduced |
| Shay Capital LLC | 15,000 | $948.0K | 0.49% | +15,000 | New |
| AXS Investments LLC | 15,143 | $957.0K | 0.34% | +9,983+193.5% | Added |
| Greenup Street Wealth Management LLC | 15,169 | $958.0K | 0.45% | +15,169 | New |
| Founders Financial Securities LLC | 15,178 | $959.0K | 0.19% | −85−0.6% | Reduced |
| Strategic Blueprint, LLC | 15,173 | $959.0K | 0.12% | +1,489+10.9% | Added |
| Csenge Advisory Group | 15,216 | $961.0K | 0.08% | +7,747+103.7% | Added |
| Fund Management at Engine No. 1 LLC | 15,230 | $962.0K | 0.25% | +2,503+19.7% | Added |
| AlphaCrest Capital Management LLC | 15,260 | $964.0K | 0.05% | −130,042−89.5% | Reduced |
| Mizuho Markets Cayman LP | 15,279 | $965.0K | 0.16% | −3,270−17.6% | Reduced |
| Bank of Hawaii | 15,341 | $969.0K | 0.06% | −90−0.6% | Reduced |
| Lido Advisors, LLC | 15,350 | $969.0K | 0.02% | +1,156+8.1% | Added |
| Founders Financial Alliance, LLC | 15,365 | $971.0K | 0.49% | +15,365 | New |
| Caldwell Trust Co | 15,425 | $974.6K | 0.13% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 15,470 | $977.0K | 0.13% | −1,412−8.4% | Reduced |
| JNBA Financial Advisors | 15,856 | $1.00M | 0.15% | −17−0.1% | Reduced |
| Trust Asset Management LLC | 15,880 | $1.00M | 0.14% | +1,901+13.6% | Added |
| Change Path, LLC | 16,008 | $1.01M | 0.05% | −6,044−27.4% | Reduced |
| Fairfield Financial Advisors, LTD | 16,023 | $1.01M | 0.47% | −562−3.4% | Reduced |
| Duff & Phelps Investment Management Co | 16,080 | $1.02M | 0.01% | 00.0% | Unchanged |
| Brown Capital Management LLC | 16,091 | $1.02M | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 16,134 | $1.02M | 0.04% | −7,282−31.1% | Reduced |
| Independent Advisor Alliance | 16,141 | $1.02M | 0.06% | +8,413+108.9% | Added |
| Empowered Funds, LLC | 16,160 | $1.02M | 0.13% | −325−2.0% | Reduced |
| United Capital Financial Advisers, LLC | 16,222 | $1.02M | 0.01% | +1,793+12.4% | Added |
| Ambassador Advisors, LLC | 16,262 | $1.03M | 0.23% | +194+1.2% | Added |
| Neumann Capital Management, LLC | 16,263 | $1.03M | 0.52% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 16,275 | $1.03M | 0.05% | +727+4.7% | Added |
| Profund Advisors LLC | 16,366 | $1.03M | 0.07% | −4,812−22.7% | Reduced |
| FORA Capital, LLC | 16,489 | $1.04M | 0.21% | +16,489 | New |
| We Are One Seven, LLC | 16,555 | $1.05M | 0.14% | −1,619−8.9% | Reduced |
| Boston Common Asset Management, LLC | 16,585 | $1.05M | 0.05% | 00.0% | Unchanged |
| Colony Group LLC | 16,619 | $1.05M | 0.02% | −40.0% | Reduced |
| PFS Investments Inc. | 16,811 | $1.06M | 0.02% | +2,236+15.3% | Added |
| Griffin Asset Management, Inc. | 16,810 | $1.06M | 0.17% | +16,810 | New |
| McCarthy Asset Management, Inc. | 16,886 | $1.07M | 0.87% | 00.0% | Unchanged |