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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 4,172 | $264.0K | 0.02% | +4,172 | New |
| Jackson Hole Capital Partners, LLC | 4,142 | $262.0K | 0.08% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 4,150 | $262.0K | 0.51% | +880+26.9% | Added |
| DSC Advisors, L.P. | 4,121 | $260.0K | 0.26% | −604−12.8% | Reduced |
| Garrison Bradford & Associates Inc | 4,115 | $260.0K | 0.30% | +15+0.4% | Added |
| West Coast Financial LLC | 4,095 | $259.0K | 0.05% | −767−15.8% | Reduced |
| Van Strum & Towne Inc. | 4,100 | $259.0K | 0.11% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 4,099 | $259.0K | 0.15% | +1,062+35.0% | Added |
| Syntax Advisors, LLC | 4,099 | $259.0K | 0.22% | +1,062+35.0% | Added |
| Sanders Morris Harris LLC | 4,000 | $256.0K | 0.06% | 00.0% | Unchanged |
| Essex LLC | 4,044 | $255.0K | 0.08% | −85−2.1% | Reduced |
| Quantum Financial Advisors, LLC | 3,631 | $254.0K | 0.10% | +3,631 | New |
| Dixon Hubard Feinour & Brown Inc | 4,001 | $253.0K | 0.03% | −2,747−40.7% | Reduced |
| Marshall Financial Group LLC | 3,997 | $253.0K | 0.10% | −1,172−22.7% | Reduced |
| Triad Investment Management | 4,005 | $253.0K | 0.37% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 4,000 | $253.0K | 0.17% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $253.0K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,996 | $252.0K | 0.10% | −1,072−21.2% | Reduced |
| Grandfield & Dodd, LLC | 3,961 | $250.0K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,945 | $249.0K | 0.01% | +254+6.9% | Added |
| Financial Advisory Corp | 3,917 | $247.0K | 0.17% | +3,917 | New |
| Gladstone Institutional Advisory LLC | 3,890 | $246.0K | 0.02% | −763−16.4% | Reduced |
| ASB Consultores, LLC | 3,865 | $244.0K | 0.11% | −4,020−51.0% | Reduced |
| Purus Wealth Management, LLC | 3,844 | $243.0K | 0.22% | −354−8.4% | Reduced |
| Norris Perne & French LLP | 3,850 | $243.0K | 0.02% | −314−7.5% | Reduced |
| Sargent Bickham Lagudis LLC | 3,838 | $242.0K | 0.02% | −57−1.5% | Reduced |
| Gould Asset Management LLC | 3,827 | $242.0K | 0.08% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 3,825 | $242.0K | 0.03% | 00.0% | Unchanged |
| Baxter Bros Inc | 3,837 | $242.0K | 0.04% | +3,837 | New |
| Bremer Bank National Association | 3,819 | $241.0K | 0.05% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,812 | $241.0K | 0.20% | +2+0.1% | Added |
| Klingman & Associates, LLC | 3,810 | $241.0K | 0.02% | +193+5.3% | Added |
| St Germain D J Co Inc | 3,792 | $240.0K | 0.02% | −180−4.5% | Reduced |
| Carson Advisory Inc. | 3,803 | $240.0K | 0.27% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,780 | $239.0K | 0.01% | −1,665−30.6% | Reduced |
| Crawford Investment Counsel Inc | 3,777 | $239.0K | 0.01% | −113−2.9% | Reduced |
| Affinity Capital Advisors, LLC | 3,769 | $238.0K | 0.08% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 3,764 | $238.0K | 0.24% | +59+1.6% | Added |
| Capital Investment Advisors, LLC | 3,763 | $238.0K | 0.01% | +95+2.6% | Added |
| Souders Financial Advisors | 3,753 | $237.0K | 0.07% | +36+1.0% | Added |
| Koshinski Asset Management, Inc. | 3,737 | $236.0K | 0.02% | +717+23.7% | Added |
| Founders Capital Management | 3,714 | $235.0K | 0.19% | −36−1.0% | Reduced |
| Brighton Jones LLC | 3,684 | $233.0K | 0.01% | −123−3.2% | Reduced |
| Carlson Capital Management | 3,693 | $233.0K | 0.02% | +109+3.0% | Added |
| Atlas Private Wealth Management | 3,678 | $232.0K | 0.16% | +9+0.2% | Added |
| Beaumont Financial Partners, LLC | 3,675 | $232.0K | 0.02% | +310+9.2% | Added |
| Bradley Foster & Sargent Inc | 3,676 | $232.0K | 0.01% | +450+13.9% | Added |
| Haverford Trust Co | 3,669 | $232.0K | 0.00% | +3,669 | New |
| Trustmark National Bank Trust Department | 3,672 | $232.0K | 0.02% | +3,672 | New |
| Welch Group, LLC | 3,675 | $232.0K | 0.01% | +3,675 | New |
| Freestone Capital Holdings, LLC | 3,658 | $231.0K | 0.01% | −6,393−63.6% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $231.0K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,648 | $231.0K | 0.14% | +3,648 | New |
| Fieldpoint Private Securities, LLC | 3,635 | $230.0K | 0.07% | −97−2.6% | Reduced |
| Glaxis Capital Management, LLC | 3,642 | $230.0K | 3.51% | +10+0.3% | Added |
| WNY Asset Management, LLC | 3,628 | $229.0K | 0.08% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,615 | $228.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,601 | $228.0K | 0.03% | +416+13.1% | Added |
| Sigma Investment Counselors Inc | 3,574 | $226.0K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,579 | $226.0K | 0.04% | +3,579 | New |
| Westshore Wealth, LLC | 3,563 | $225.0K | 0.15% | +533+17.6% | Added |
| PDS Planning, Inc | 3,538 | $224.0K | 0.04% | +260+7.9% | Added |
| Aaron Wealth Advisors | 3,534 | $223.0K | 0.06% | −176,383−98.0% | Reduced |
| Beta Wealth Group, Inc. | 3,500 | $221.0K | 0.15% | +300+9.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,465 | $219.0K | 0.01% | −8,445−70.9% | Reduced |
| LCM Capital Management Inc | 3,472 | $219.0K | 0.22% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,453 | $218.0K | 0.02% | +155+4.7% | Added |
| CWS Financial Advisors, LLC | 3,413 | $216.0K | 0.10% | −8−0.2% | Reduced |
| Narus Financial Partners, LLC | 3,403 | $215.0K | 0.14% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 3,400 | $215.0K | 0.34% | −8,800−72.1% | Reduced |
| Integrated Advisors Network LLC | 3,404 | $215.0K | 0.01% | −753−18.1% | Reduced |
| Mystic Asset Management, Inc. | 3,418 | $215.0K | 0.13% | 00.0% | Unchanged |
| CX Institutional | 3,387 | $214.0K | 0.02% | −797−19.0% | Reduced |
| Jeppson Wealth Management, LLC | 3,376 | $213.0K | 0.09% | −168−4.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,372 | $213.0K | 0.03% | +3+0.1% | Added |
| Acas, LLC | 3,088 | $213.0K | 0.32% | +200+6.9% | Added |
| BNC Wealth Management, LLC | 3,364 | $213.0K | 0.11% | +504+17.6% | Added |
| Eastern Bank | 3,363 | $212.0K | 0.01% | −24−0.7% | Reduced |
| Boyar Asset Management Inc. | 3,350 | $212.0K | 0.17% | 00.0% | Unchanged |
| Little House Capital LLC | 3,349 | $212.0K | 0.11% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,353 | $212.0K | 0.04% | +24+0.7% | Added |
| Mather Group, LLC. | 3,360 | $212.0K | 0.00% | +453+15.6% | Added |
| Three Bridge Wealth Advisors, LLC | 3,335 | $211.0K | 0.10% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,326 | $210.0K | 0.05% | −60,138−94.8% | Reduced |
| First Business Financial Services, Inc. | 3,315 | $209.0K | 0.03% | +492+17.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,275 | $207.0K | 0.04% | +1,848+129.5% | Added |
| Berkeley, Inc | 3,267 | $206.4K | 0.17% | +283+9.5% | Added |
| Ausdal Financial Partners, Inc. | 3,253 | $205.0K | 0.03% | +406+14.3% | Added |
| Verity & Verity, LLC | 3,235 | $204.0K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 3,214 | $204.0K | 0.02% | +3,214 | New |
| Private Trust Co NA | 3,213 | $203.0K | 0.03% | −1,106−25.6% | Reduced |
| Brave Asset Management Inc | 3,200 | $202.0K | 0.09% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,142 | $199.0K | 0.01% | −257−7.6% | Reduced |
| Clear Street Markets LLC | 3,152 | $199.0K | 0.07% | +2,536+411.7% | Added |
| Carolinas Wealth Consulting LLC | 3,119 | $197.0K | 0.05% | +58+1.9% | Added |
| Manchester Capital Management LLC | 3,021 | $191.0K | 0.03% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,937 | $186.0K | 0.02% | −54−1.8% | Reduced |
| Pflug Koory, LLC | 2,937 | $186.0K | 0.11% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,905 | $183.0K | 0.05% | +1,220+72.4% | Added |
| Covestor Ltd | 2,897 | $183.0K | 0.15% | +1,658+133.8% | Added |