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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Greatmark Investment Partners, Inc. | 11,477 | $725.0K | 0.14% | +300+2.7% | Added |
| Waldron Private Wealth LLC | 11,257 | $711.0K | 0.04% | +1,012+9.9% | Added |
| Quantinno Capital Management LP | 11,095 | $701.0K | 0.10% | +3,868+53.5% | Added |
| 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 |
| 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 |
| Canvas Wealth Advisors, LLC | 11,044 | $698.0K | 0.28% | +5,075+85.0% | Added |
| TCTC Holdings, LLC | 11,020 | $697.0K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,916 | $690.0K | 0.03% | −311−2.8% | Reduced |
| Hyperion Capital Advisors LP | 10,899 | $689.0K | 0.32% | 00.0% | Unchanged |
| Burton Enright Welch | 10,861 | $686.2K | 0.41% | −823−7.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 10,860 | $686.0K | 0.07% | −16,874−60.8% | Reduced |
| 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 |
| Hardy Reed LLC | 10,827 | $684.0K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,733 | $678.0K | 0.04% | +4,911+84.4% | Added |
| Stony Point Wealth Management Inc. | 10,684 | $675.0K | 0.44% | +631+6.3% | Added |
| Salem Investment Counselors Inc | 10,659 | $673.0K | 0.03% | +1,225+13.0% | Added |
| Kiley Juergens Wealth Management, LLC | 10,627 | $671.0K | 0.32% | +40.0% | Added |
| Violich Capital Management, Inc. | 10,605 | $670.0K | 0.12% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 10,578 | $668.0K | 0.47% | −15,083−58.8% | Reduced |
| Kestra Private Wealth Services, LLC | 10,554 | $667.0K | 0.04% | −319−2.9% | Reduced |
| Federated Hermes, Inc. | 10,508 | $664.0K | 0.00% | −1,109−9.5% | Reduced |
| Sawtooth Solutions, LLC | 10,433 | $659.0K | 0.09% | +1,991+23.6% | Added |
| Grove Bank & Trust | 10,422 | $658.0K | 0.16% | −2,470−19.2% | Reduced |
| 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 |
| Capital Advantage, Inc. | 10,320 | $652.0K | 0.14% | +40.0% | Added |
| Virtus ETF Advisers LLC | 10,271 | $649.0K | 0.24% | +10,271 | New |
| Riverwater Partners LLC | 10,255 | $648.0K | 0.65% | +10,255 | New |
| Monte Financial Group, LLC | 10,232 | $646.0K | 0.38% | +794+8.4% | Added |
| Aspen Investment Management Inc | 10,186 | $644.0K | 0.40% | −9,901−49.3% | 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 |
| Private Ocean, LLC | 10,128 | $639.0K | 0.10% | −2,162−17.6% | Reduced |
| Smith, Moore & Co. | 10,047 | $635.0K | 0.10% | +912+10.0% | Added |
| Compass Advisory Group LLC | 10,000 | $632.0K | 0.34% | 00.0% | Unchanged |
| 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 |
| Man Group plc | – | $630.0K | 0.00% | – | – |
| Glenview Trust Co | 9,964 | $630.0K | 0.02% | +494+5.2% | Added |
| Logan Capital Management Inc | 9,831 | $621.0K | 0.04% | 00.0% | Unchanged |
| Apriem Advisors | 9,836 | $621.0K | 0.11% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9,794 | $618.8K | 0.07% | −6,055−38.2% | Reduced |
| Apollon Wealth Management, LLC | 9,783 | $618.0K | 0.05% | −102−1.0% | Reduced |
| Inverness Counsel LLC | 9,714 | $614.0K | 0.03% | +400+4.3% | Added |
| Drive Wealth Management, LLC | 9,668 | $611.0K | 0.56% | +9,668 | New |
| Meridian Wealth Management, LLC | 9,638 | $609.0K | 0.05% | +9,638 | New |
| Boothbay Fund Management, LLC | 9,627 | $608.0K | 0.02% | +9,627 | New |
| 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 |
| Patriot Investment Management Inc. | 9,546 | $603.0K | 0.06% | −1,551−14.0% | Reduced |
| Clearstead Advisors, LLC | 9,503 | $600.0K | 0.05% | +10.0% | 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 |
| TownSquare Capital, LLC | 9,347 | $591.0K | 0.02% | +5,996+178.9% | Added |
| Anchor Investment Management, LLC | 9,344 | $590.4K | 0.09% | +1,474+18.7% | Added |
| Cannell Peter B & Co Inc | 9,346 | $590.0K | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 9,250 | $584.0K | 0.01% | +9,250 | New |
| SNS Financial Group, LLC | 9,214 | $582.0K | 0.08% | +21+0.2% | 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 |
| Ascent Group, LLC | 8,330 | $575.0K | 0.07% | +4,226+103.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,998 | $572.0K | 0.02% | +8,998 | New |
| Intrust Bank NA | 9,039 | $571.0K | 0.08% | −596−6.2% | Reduced |
| Amica Retiree Medical Trust | 9,017 | $570.0K | 0.65% | +1,130+14.3% | Added |
| Cozad Asset Management Inc | 9,009 | $569.0K | 0.09% | +201+2.3% | Added |
| 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 |
| Fulton Bank, N.A. | 8,798 | $556.0K | 0.03% | −511−5.5% | Reduced |
| Kovack Advisors, Inc. | 8,785 | $555.0K | 0.07% | −1,508−14.7% | Reduced |
| IFP Advisors, Inc | 12,353 | $551.0K | 0.02% | −12,345−50.0% | Reduced |
| 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 |
| Leonteq Securities AG | 8,699 | $549.6K | 0.03% | +5,642+184.6% | Added |
| Edgestream Partners, L.P. | 8,671 | $548.0K | 0.04% | +4,267+96.9% | Added |
| Boston Financial Mangement LLC | 8,643 | $546.0K | 0.02% | +154+1.8% | Added |
| Mirova | 8,639 | $545.0K | 0.08% | −20,586−70.4% | Reduced |
| Americana Partners, LLC | 8,643 | $543.0K | 0.10% | +8,643 | New |
| 44 Wealth Management LLC | 8,582 | $542.0K | 0.21% | +28+0.3% | Added |
| Calamos Wealth Management LLC | 8,566 | $541.0K | 0.05% | −87,448−91.1% | Reduced |
| Proficio Capital Partners LLC | 8,551 | $540.0K | 0.10% | −10−0.1% | Reduced |
| Davis R M Inc | 8,424 | $532.0K | 0.01% | +3,700+78.3% | Added |
| Eqis Capital Management, Inc. | 8,381 | $529.5K | 0.06% | −1,723−17.1% | Reduced |
| Monograph Wealth Advisors, LLC | 8,329 | $526.0K | 0.15% | −484−5.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,292 | $524.0K | 0.05% | −1,077−11.5% | Reduced |
| DAGCO, Inc. | 8,280 | $523.0K | 0.27% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,248 | $521.0K | 0.09% | +1,497+22.2% | Added |
| 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 |
| Crumly & Associates Inc. | 8,124 | $513.0K | 0.21% | −3,471−29.9% | Reduced |
| FinTrust Capital Advisors, LLC | 8,122 | $512.0K | 0.13% | −200−2.4% | Reduced |
| 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 |
| 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 |
| Edgewood Management LLC | 7,960 | $503.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7,914 | $500.0K | 0.04% | +1,013+14.7% | Added |
| ETF Managers Group, LLC | 7,812 | $497.0K | 0.01% | −2,921−27.2% | Reduced |