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 |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 5,565 | $352.0K | 0.14% | −101−1.8% | Reduced |
| Gryphon Financial Partners LLC | 5,562 | $352.0K | 0.09% | +585+11.8% | Added |
| Ossiam | 5,542 | $350.0K | 0.01% | −1,248−18.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,508 | $348.0K | 0.25% | 00.0% | Unchanged |
| Credit Agricole S A | 5,514 | $348.0K | 0.01% | +2,579+87.9% | Added |
| Connacht Asset Management LP | 5,506 | $348.0K | 0.50% | +5,506 | New |
| Advisor Resource Council | 5,518 | $348.0K | 0.03% | +5,518 | New |
| Court Place Advisors, LLC | 5,500 | $347.0K | 0.13% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,493 | $347.0K | 0.21% | −20.0% | Reduced |
| Tiedemann Advisors, LLC | 5,495 | $347.0K | 0.03% | +713+14.9% | Added |
| Nicolet Bankshares Inc | 5,460 | $345.0K | 0.09% | −200−3.5% | Reduced |
| Welch & Forbes LLC | 5,462 | $345.0K | 0.01% | +5,462 | New |
| American Portfolios Advisors | 5,438 | $343.6K | 0.01% | −1,337−19.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,408 | $342.0K | 0.27% | +10.0% | Added |
| Stratos Wealth Advisors, LLC | 5,398 | $341.0K | 0.03% | +161+3.1% | Added |
| Campbell & CO Investment Adviser LLC | 5,400 | $341.0K | 0.09% | +5,400 | New |
| Kingsview Wealth Management, LLC | 5,387 | $340.0K | 0.02% | −2,802−34.2% | Reduced |
| Berkshire Asset Management LLC | 5,389 | $340.0K | 0.02% | −16−0.3% | Reduced |
| Traynor Capital Management, Inc. | 5,394 | $340.0K | 0.06% | +45+0.8% | Added |
| Fayez Sarofim & Co | 5,363 | $339.0K | 0.00% | −1,028−16.1% | Reduced |
| Hyman Charles D | 5,356 | $338.0K | 0.02% | +2,447+84.1% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $335.0K | 0.25% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,305 | $335.0K | 0.00% | +35+0.7% | Added |
| GSB Wealth Management, LLC | 5,285 | $334.0K | 0.11% | −1,550−22.7% | Reduced |
| Diligent Investors, LLC | 5,283 | $334.0K | 0.11% | +100+1.9% | Added |
| Lincoln National Corp | 5,275 | $333.0K | 0.01% | +323+6.5% | Added |
| Poehling Capital Management, LLC | 5,259 | $332.0K | 0.12% | +5,259 | New |
| MQS Management LLC | 5,247 | $332.0K | 0.23% | +5,247 | New |
| Family Legacy, Inc. | 5,321 | $331.0K | 0.16% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 5,244 | $331.0K | 0.03% | 00.0% | Unchanged |
| American Money Management, LLC | 5,224 | $330.0K | 0.10% | −230−4.2% | Reduced |
| Savant Capital, LLC | 5,202 | $329.0K | 0.01% | −276−5.0% | Reduced |
| Alphinity Investment Management Pty Ltd | 5,189 | $328.0K | 0.01% | −1,971−27.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,176 | $327.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,143 | $327.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,131 | $324.0K | 0.07% | +662+14.8% | Added |
| Resources Investment Advisors, LLC. | 5,110 | $323.0K | 0.01% | −198−3.7% | Reduced |
| Norway Savings Bank | 5,095 | $322.0K | 0.17% | −125−2.4% | Reduced |
| Asset Management Resources, LLC | 5,082 | $321.0K | 0.27% | −131−2.5% | Reduced |
| Nova R Wealth, Inc. | 5,060 | $320.0K | 0.26% | +136+2.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $319.0K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,050 | $319.0K | 0.06% | +5,050 | New |
| Barings LLC | 5,019 | $317.0K | 0.01% | −2,852−36.2% | Reduced |
| Difesa Capital Management, LP | 5,000 | $316.0K | 0.21% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,000 | $316.0K | 0.30% | +5,000 | New |
| Desjardins Global Asset Management Inc. | 4,986 | $315.0K | 0.04% | +63+1.3% | Added |
| Ropes Wealth Advisors LLC | 4,957 | $313.0K | 0.06% | −20−0.4% | Reduced |
| Prospera Financial Services Inc | 4,914 | $311.0K | 0.02% | −31,419−86.5% | Reduced |
| Childress Capital Advisors, LLC | 4,918 | $311.0K | 0.12% | −260−5.0% | Reduced |
| Wealthcare Advisory Partners LLC | 4,888 | $309.0K | 0.02% | −135−2.7% | Reduced |
| HMS Capital Management, LLC | 4,824 | $305.0K | 0.18% | −9,308−65.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,831 | $305.0K | 0.03% | −207−4.1% | Reduced |
| Keel Point, LLC | 4,359 | $305.0K | 0.05% | −9−0.2% | Reduced |
| Highland Private Wealth Management | 4,780 | $302.0K | 0.05% | +241+5.3% | Added |
| Cypress Wealth Services, LLC | 4,762 | $301.0K | 0.10% | +271+6.0% | Added |
| YorkBridge Wealth Partners, LLC | 4,756 | $300.0K | 0.08% | −8−0.2% | Reduced |
| Delta Financial Advisors LLC | 4,746 | $300.0K | 0.15% | +10.0% | Added |
| Cardiff Park Advisors, LLC | 4,702 | $297.0K | 0.05% | +33+0.7% | Added |
| Parkside Financial Bank & Trust | 4,670 | $296.0K | 0.09% | −623−11.8% | Reduced |
| V Wealth Advisors LLC | 4,665 | $295.0K | 0.06% | +322+7.4% | Added |
| RMB Capital Management, LLC | 4,646 | $294.0K | 0.01% | −516−10.0% | Reduced |
| Occudo Quantitative Strategies LP | 4,631 | $293.0K | 0.02% | −341−6.9% | Reduced |
| Operose Advisors LLC | 4,623 | $292.0K | 0.21% | +7+0.2% | Added |
| Dynamic Advisor Solutions LLC | 4,612 | $291.0K | 0.02% | +79+1.7% | Added |
| First Horizon Advisors, Inc. | 4,622 | $290.0K | 0.01% | −376−7.5% | Reduced |
| Keene & Associates, Inc. | 4,591 | $290.0K | 0.27% | −160−3.4% | Reduced |
| HRT Financial LP | 4,566 | $288.0K | 0.00% | −60,428−93.0% | Reduced |
| RFG Advisory, LLC | 4,161 | $288.0K | 0.02% | −401−8.8% | Reduced |
| Axxcess Wealth Management, LLC | 4,564 | $288.0K | 0.03% | +652+16.7% | Added |
| Ellevest, Inc. | 4,543 | $287.0K | 0.03% | −2,334−33.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,541 | $286.0K | 0.12% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 4,500 | $284.0K | 0.61% | −34,105−88.3% | Reduced |
| Intersect Capital LLC | 4,481 | $283.0K | 0.09% | +300+7.2% | Added |
| Vista Private Wealth Partners. LLC | 4,431 | $282.0K | 0.13% | −880−16.6% | Reduced |
| CKW Financial Group | 4,400 | $281.0K | 0.05% | +100+2.3% | Added |
| Joel Isaacson & Co., LLC | 4,449 | $281.0K | 0.02% | +3+0.1% | Added |
| River Wealth Advisors LLC | 4,409 | $279.0K | 0.05% | +4,409 | New |
| Azimuth Capital Investment Management LLC | 4,400 | $278.0K | 0.01% | +4,400 | New |
| Murphy Capital Management Inc | 4,395 | $277.0K | 0.04% | −15−0.3% | Reduced |
| Chatham Capital Group, Inc. | 4,377 | $277.0K | 0.06% | +397+10.0% | Added |
| Institute for Wealth Management, LLC. | 4,360 | $275.0K | 0.05% | +142+3.4% | Added |
| Trustcore Financial Services, LLC | 4,338 | $274.0K | 0.03% | −400−8.4% | Reduced |
| Parkside Advisors LLC | 4,342 | $274.0K | 0.10% | +1,156+36.3% | Added |
| Cutler Group LP | 4,330 | $273.0K | 0.04% | +1,126+35.1% | Added |
| Triangle Securities Wealth Management | 4,316 | $273.0K | 0.11% | +4,316 | New |
| Envoi LLC | 4,300 | $271.7K | 0.79% | +4,300 | New |
| Comerica Securities,inc. | 4,288 | $271.0K | 0.02% | +1,431+50.1% | Added |
| Astoria Portfolio Advisors LLC. | 4,290 | $271.0K | 0.20% | +4,290 | New |
| Old Mission Investment Co LLC | 4,275 | $270.1K | 0.12% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,279 | $270.0K | 0.10% | −297−6.5% | Reduced |
| Geller Advisors LLC | 4,276 | $270.0K | 0.06% | −50−1.2% | Reduced |
| Defined Wealth Management, LLC | 4,267 | $270.0K | 0.28% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4,259 | $270.0K | 0.17% | +41+1.0% | Added |
| Sonora Investment Management Group, LLC | 4,270 | $270.0K | 0.03% | +135+3.3% | Added |
| Financial Enhancement Group LLC | 4,271 | $270.0K | 0.06% | +780+22.3% | Added |
| First Affirmative Financial Network | 4,226 | $267.0K | 0.30% | −356−7.8% | Reduced |
| Abbrea Capital, LLC | 4,213 | $266.0K | 0.04% | −285−6.3% | Reduced |
| N.E.W. Advisory Services LLC | 4,208 | $266.0K | 0.05% | +4,208 | New |
| Sutton Wealth Advisors Inc. | 4,208 | $265.9K | 0.11% | +31+0.7% | Added |
| Trail Ridge Investment Advisors, LLC | 4,180 | $264.0K | 0.18% | 00.0% | Unchanged |