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 |
|---|---|---|---|---|---|
| Providence Wealth Advisors, LLC | 16,958 | $1.07M | 0.77% | +1,215+7.7% | Added |
| Hodges Capital Management Inc. | 17,005 | $1.07M | 0.11% | −8,007−32.0% | Reduced |
| Silvant Capital Management LLC | 17,111 | $1.08M | 0.26% | −270−1.6% | Reduced |
| Seeyond | 17,120 | $1.08M | 0.12% | +801+4.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 17,204 | $1.09M | 0.18% | +3,504+25.6% | Added |
| Kelly Lawrence W & Associates Inc | 17,218 | $1.09M | 0.30% | −75−0.4% | Reduced |
| Tranquility Partners, LLC | 17,239 | $1.09M | 0.56% | −414−2.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,251 | $1.09M | 0.36% | +82+0.5% | Added |
| Tealwood Asset Management Inc | 17,355 | $1.10M | 0.54% | +105+0.6% | Added |
| Maven Securities LTD | 17,400 | $1.10M | 0.19% | +10,100+138.4% | Added |
| FDx Advisors, Inc. | 17,513 | $1.11M | 0.04% | +1,219+7.5% | Added |
| Signaturefd, LLC | 17,533 | $1.11M | 0.04% | −1,599−8.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 17,538 | $1.11M | 0.26% | +3,805+27.7% | Added |
| Titleist Asset Management, Ltd. | 17,632 | $1.11M | 0.28% | +347+2.0% | Added |
| Destination Wealth Management | 17,766 | $1.12M | 0.05% | −15,473−46.6% | Reduced |
| Chicago Partners Investment Group LLC | 16,283 | $1.12M | 0.08% | +6,423+65.1% | Added |
| Arete Wealth Advisors, LLC | 29,071 | $1.14M | 0.12% | +25,645+748.5% | Added |
| Hedges Asset Management LLC | 18,000 | $1.14M | 1.07% | 00.0% | Unchanged |
| Annandale Capital, LLC | 18,032 | $1.14M | 0.45% | +15,600+641.4% | Added |
| Fiduciary Trust Co | 18,115 | $1.15M | 0.02% | −69−0.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 18,200 | $1.15M | 0.80% | −1,940−9.6% | Reduced |
| Gilman Hill Asset Management, LLC | 18,395 | $1.16M | 0.25% | +235+1.3% | Added |
| Allworth Financial LP | 18,465 | $1.17M | 0.02% | −6,623−26.4% | Reduced |
| Diversified Investment Strategies, LLC | 18,735 | $1.18M | 0.97% | +2,635+16.4% | Added |
| NorthCrest Asset Manangement, LLC | 18,750 | $1.18M | 0.06% | +3,892+26.2% | Added |
| Cubist Systematic Strategies, LLC | 18,852 | $1.19M | 0.01% | −172,441−90.1% | Reduced |
| Ameritas Investment Partners, Inc. | 18,872 | $1.19M | 0.05% | −307−1.6% | Reduced |
| Essex Savings Bank | 19,000 | $1.20M | 0.46% | −40.0% | Reduced |
| Marathon Trading Investment Management LLC | 19,113 | $1.21M | 0.68% | +19,113 | New |
| Edmond de Rothschild Holding S.A. | 19,279 | $1.22M | 0.03% | +8,050+71.7% | Added |
| Cigna Investments Inc | 19,448 | $1.23M | 0.25% | −6,987−26.4% | Reduced |
| Franklin Street Advisors Inc | 19,733 | $1.25M | 0.12% | +2,362+13.6% | Added |
| Crescent Grove Advisors, LLC | 19,853 | $1.25M | 0.13% | +182+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 19,964 | $1.26M | 0.11% | +3,501+21.3% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.26M | 0.03% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 20,145 | $1.27M | 0.12% | +540+2.8% | Added |
| Bowling Portfolio Management LLC | 20,159 | $1.27M | 0.32% | −169−0.8% | Reduced |
| Cetera Advisor Networks LLC | 20,207 | $1.28M | 0.02% | +1,274+6.7% | Added |
| Wealth Alliance | 20,635 | $1.30M | 0.25% | +3,380+19.6% | Added |
| Clifford Swan Investment Counsel LLC | 20,675 | $1.31M | 0.06% | +270+1.3% | Added |
| Leisure Capital Management | 20,688 | $1.31M | 0.68% | −450−2.1% | Reduced |
| Accretive Wealth Partners, LLC | 20,728 | $1.31M | 0.95% | +166+0.8% | Added |
| CAPROCK Group, Inc. | 20,756 | $1.31M | 0.13% | +1,499+7.8% | Added |
| Sheets Smith Wealth Management | 20,800 | $1.31M | 0.22% | −9,331−31.0% | Reduced |
| NovaPoint Capital, LLC | 21,006 | $1.33M | 0.58% | −2,896−12.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 21,200 | $1.34M | 1.34% | −19,500−47.9% | Reduced |
| HM Payson & Co | 21,236 | $1.34M | 0.03% | +682+3.3% | Added |
| Epoch Investment Partners, Inc. | 21,261 | $1.34M | 0.01% | +230+1.1% | Added |
| Beacon Financial Group | 21,128 | $1.34M | 0.20% | −512−2.4% | Reduced |
| Veriti Management LLC | 21,318 | $1.35M | 0.19% | +351+1.7% | Added |
| Merit Financial Group, LLC | 21,454 | $1.35M | 0.04% | +21,454 | New |
| Linker Capital Management Inc. | 21,477 | $1.36M | 1.69% | 00.0% | Unchanged |
| Thomasville National Bank | 21,563 | $1.36M | 0.15% | −850−3.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,588 | $1.36M | 0.00% | +21,588 | New |
| Gamble Jones Investment Counsel | 21,731 | $1.37M | 0.10% | −569−2.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,809 | $1.38M | 0.03% | +877+4.2% | Added |
| Fruth Investment Management | 15,529 | $1.38M | 0.38% | +100+0.6% | Added |
| Letko, Brosseau & Associates Inc | 21,846 | $1.38M | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,852 | $1.38M | 0.06% | −1,135−4.9% | Reduced |
| Birmingham Capital Management Co Inc | 21,920 | $1.39M | 0.55% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 22,197 | $1.40M | 0.37% | +34+0.2% | Added |
| Prudential PLC | 22,266 | $1.41M | 0.03% | −5,630−20.2% | Reduced |
| Tiaa, FSB | 22,284 | $1.41M | 0.01% | −5,762−20.5% | Reduced |
| Cresset Asset Management, LLC | 22,344 | $1.41M | 0.02% | −13,089−36.9% | Reduced |
| Corient Capital Partners, LLC | 22,608 | $1.43M | 0.11% | −2,398−9.6% | Reduced |
| Bridges Investment Management Inc | 22,743 | $1.44M | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 22,784 | $1.45M | 0.16% | +22,784 | New |
| Huntington National Bank | 22,882 | $1.45M | 0.02% | −202−0.9% | Reduced |
| Harbour Capital Advisors, LLC | 22,967 | $1.45M | 0.47% | −2,510−9.9% | Reduced |
| K.J. Harrison & Partners Inc | 23,083 | $1.46M | 0.39% | −600−2.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 23,141 | $1.46M | 1.61% | −800−3.3% | Reduced |
| Palisade Asset Management, LLC | 23,229 | $1.47M | 0.19% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 23,252 | $1.48M | 0.06% | +23,252 | New |
| Sonen Capital LLC | 23,479 | $1.48M | 2.12% | −3,311−12.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 23,512 | $1.49M | 0.04% | +5,514+30.6% | Added |
| Greenleaf Trust | 23,521 | $1.49M | 0.02% | +2,161+10.1% | Added |
| Rossmore Private Capital | 23,555 | $1.49M | 0.26% | −134−0.6% | Reduced |
| Montecito Bank & Trust | 23,586 | $1.49M | 0.35% | −11,800−33.3% | Reduced |
| Vident Investment Advisory, LLC | 23,715 | $1.49M | 0.04% | +5,813+32.5% | Added |
| Chesley Taft & Associates LLC | 23,761 | $1.50M | 0.10% | −690−2.8% | Reduced |
| 1st Source Bank | 24,191 | $1.53M | 0.11% | −125−0.5% | Reduced |
| RiverPark Advisors, LLC | 24,244 | $1.53M | 0.49% | −6,242−20.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 24,434 | $1.54M | 0.06% | −411−1.7% | Reduced |
| Round Table Services, LLC | 24,570 | $1.55M | 0.28% | +47+0.2% | Added |
| Chartwell Investment Partners, LLC | 24,691 | $1.56M | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,821 | $1.57M | 0.05% | −4,895−16.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 25,000 | $1.58M | 0.26% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 25,000 | $1.58M | 0.29% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25,378 | $1.60M | 0.01% | −4,613−15.4% | Reduced |
| New York Life Investments Alternatives | 25,532 | $1.61M | 1.48% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 25,951 | $1.64M | 0.26% | +2,534+10.8% | Added |
| CWA Asset Management Group, LLC | 25,985 | $1.64M | 0.15% | +169+0.7% | Added |
| Frisch Financial Group, Inc. | 26,032 | $1.65M | 0.64% | +9,096+53.7% | Added |
| JT Stratford LLC | 26,258 | $1.66M | 0.53% | +4,297+19.6% | Added |
| Redpoint Investment Management Pty Ltd | 26,353 | $1.67M | 0.20% | −1,284−4.6% | Reduced |
| Redmond Asset Management, LLC | 26,554 | $1.68M | 0.60% | −1,544−5.5% | Reduced |
| Aspiriant, LLC | 26,567 | $1.68M | 0.08% | +704+2.7% | Added |
| Graham Capital Management, L.P. | 26,663 | $1.68M | 0.08% | +26,663 | New |
| Atria Wealth Solutions, Inc. | 26,676 | $1.69M | 0.03% | −3,571−11.8% | Reduced |
| Associated Banc-Corp | 27,077 | $1.71M | 0.07% | −377−1.4% | Reduced |