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 |
|---|---|---|---|---|---|
| Albion Financial Group | 7,871 | $497.0K | 0.05% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,840 | $495.0K | 0.06% | +919+13.3% | Added |
| Fukoku Mutual Life Insurance Co | 7,800 | $493.0K | 0.04% | −450−5.5% | Reduced |
| Navalign, LLC | 7,769 | $491.0K | 0.21% | +29+0.4% | Added |
| Ninety One SA (PTY) Ltd | 7,720 | $488.0K | 0.17% | −88−1.1% | Reduced |
| 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 |
| 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 |
| 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 |
| Allen Mooney & Barnes Investment Advisors LLC | 7,640 | $482.7K | 0.12% | +20.0% | Added |
| 55I, LLC | 7,621 | $481.0K | 0.01% | +7,621 | New |
| Claro Advisors LLC | 7,572 | $478.0K | 0.19% | +2,852+60.4% | Added |
| 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 |
| 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 |
| Garde Capital, Inc. | 7,470 | $472.0K | 0.06% | +7,470 | New |
| Athena Investment Management | 7,458 | $471.0K | 0.37% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,423 | $469.0K | 0.03% | +394+5.6% | Added |
| Sutton Place Investors LLC | 7,389 | $467.0K | 0.68% | +947+14.7% | Added |
| Arkadios Wealth Advisors | 7,324 | $463.0K | 0.07% | −1,849−20.2% | Reduced |
| Zullo Investment Group, Inc. | 7,274 | $460.0K | 0.29% | +351+5.1% | Added |
| GFG Capital, LLC | 7,248 | $458.0K | 0.14% | +183+2.6% | Added |
| Knightsbridge Asset Management, LLC | 7,207 | $455.0K | 0.09% | +3,232+81.3% | 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 |
| BBR Partners, LLC | 7,149 | $452.0K | 0.05% | +7+0.1% | Added |
| Sigma Planning Corp | 7,126 | $450.0K | 0.02% | −146−2.0% | Reduced |
| Equitable Trust Co | 7,091 | $448.0K | 0.03% | +2,260+46.8% | Added |
| Orca Investment Management, LLC | 7,076 | $447.0K | 0.41% | −124−1.7% | Reduced |
| Connectus Wealth, LLC | 7,002 | $442.0K | 0.01% | +7,002 | New |
| Delphia (USA) Inc. | 6,957 | $440.0K | 0.30% | +6,957 | New |
| NinePointTwo Capital | 6,890 | $435.0K | 0.15% | +6,890 | New |
| BSW Wealth Partners | 6,832 | $432.0K | 0.10% | +289+4.4% | Added |
| NBT Bank N A | 6,813 | $431.0K | 0.07% | +412+6.4% | Added |
| SeaCrest Wealth Management, LLC | 6,751 | $427.0K | 0.05% | +1,551+29.8% | Added |
| Focus Financial Network, Inc. | 6,701 | $423.4K | 0.03% | −133−1.9% | Reduced |
| 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 |
| HB Wealth Management, LLC | 6,668 | $421.0K | 0.01% | +784+13.3% | Added |
| Radnor Capital Management, LLC | 6,620 | $418.0K | 0.11% | +6,620 | New |
| Alpha Cubed Investments, LLC | 6,605 | $417.0K | 0.03% | −96−1.4% | Reduced |
| Bahl & Gaynor Inc | 6,580 | $416.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Fiera Capital Corp | 6,500 | $411.0K | 0.00% | −550−7.8% | Reduced |
| 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 |
| StoneX Group Inc. | 6,448 | $407.4K | 0.05% | +3,835+146.8% | Added |
| Ritholtz Wealth Management | 6,409 | $405.0K | 0.03% | +761+13.5% | Added |
| Advisors Capital Management, LLC | 6,395 | $404.0K | 0.01% | −204−3.1% | Reduced |
| Gsa Capital Partners LLP | 6,383 | $403.0K | 0.06% | −9,256−59.2% | Reduced |
| Sand Hill Global Advisors, LLC | 6,367 | $402.0K | 0.02% | −1,013−13.7% | Reduced |
| RMR Wealth Builders | 6,354 | $401.0K | 0.10% | +195+3.2% | Added |
| Summit X, LLC | 6,351 | $399.0K | 0.12% | +3,584+129.5% | 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 |
| 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 |
| Venture Visionary Partners LLC | 6,263 | $395.7K | 0.03% | +1,215+24.1% | Added |
| Tompkins Financial Corp | 6,235 | $394.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| Pointe Capital Management LLC | 6,057 | $383.0K | 0.29% | 00.0% | Unchanged |
| 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 |
| 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 |
| BTR Capital Management Inc | 5,987 | $378.0K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 5,965 | $377.0K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,951 | $376.0K | 0.04% | +174+3.0% | Added |
| Colony Family Offices, LLC | 5,900 | $373.0K | 0.17% | +5,900 | New |
| NewEdge Wealth, LLC | 5,869 | $371.0K | 0.02% | +5,869 | New |
| Moors & Cabot, Inc. | 5,844 | $369.0K | 0.03% | −419−6.7% | Reduced |
| 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 |
| Stock Yards Bank & Trust Co | 5,768 | $365.0K | 0.02% | +3,102+116.4% | Added |
| Personal Cfo Solutions, LLC | 5,759 | $364.0K | 0.09% | −456−7.3% | Reduced |
| Latitude Advisors, LLC | 5,748 | $363.0K | 0.33% | −5,139−47.2% | Reduced |
| CNB Bank | 5,703 | $360.0K | 0.23% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 5,691 | $360.0K | 0.26% | +5,691 | New |
| Chilton Capital Management LLC | 5,680 | $359.0K | 0.02% | −137−2.4% | Reduced |
| Principle Wealth Partners LLC | 5,664 | $358.0K | 0.04% | 00.0% | Unchanged |
| FLC Capital Advisors | 5,666 | $358.0K | 0.12% | +2,959+109.3% | Added |
| Credential Qtrade Securities Inc. | 5,660 | $357.6K | 0.03% | −99−1.7% | Reduced |
| Tudor Investment Corp Et Al | 5,644 | $357.0K | 0.01% | +5,644 | New |
| Marks Group Wealth Management, Inc | 5,619 | $355.0K | 0.05% | +293+5.5% | Added |
| Aquatic Capital Management LLC | 5,600 | $354.0K | 0.12% | −5,600−50.0% | Reduced |
| Chiron Capital Management, LLC | 5,600 | $354.0K | 0.22% | +5,600 | New |