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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 2,775 | $175.0K | 0.01% | +891+47.3% | Added |
| Lindbrook Capital, LLC | 2,732 | $173.0K | 0.03% | +328+13.6% | Added |
| Glassman Wealth Services | 2,637 | $167.0K | 0.03% | +421+19.0% | Added |
| Evoke Wealth, LLC | 2,611 | $165.0K | 0.01% | −90−3.3% | Reduced |
| Riverview Trust Co | 2,549 | $161.0K | 0.14% | −354−12.2% | Reduced |
| Harvest Fund Management Co., Ltd | 2,469 | $156.0K | 0.04% | −3,248−56.8% | Reduced |
| Global Retirement Partners, LLC | 2,459 | $155.0K | 0.01% | +121+5.2% | Added |
| State of Wyoming | 2,421 | $153.0K | 0.09% | −3,261−57.4% | Reduced |
| Pacer Advisors, Inc. | 2,400 | $152.0K | 0.00% | −74,902−96.9% | Reduced |
| Seaport Global Advisors, LLC | 2,297 | $145.0K | 0.54% | −1,280−35.8% | Reduced |
| Bellwether Advisors, LLC | 2,309 | $145.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,299 | $145.0K | 0.04% | +52+2.3% | Added |
| Tobam | 2,269 | $143.0K | 0.01% | +1,997+734.2% | Added |
| Tilia Fiduciary Partners, Inc. | 2,168 | $135.0K | 0.13% | +6+0.3% | Added |
| Pinnacle Bancorp, Inc. | 2,132 | $135.0K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,142 | $135.0K | 0.03% | +306+16.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,076 | $131.0K | 0.01% | +1,418+215.5% | Added |
| Edge Capital Group, LLC | 2,074 | $131.0K | 0.01% | +2,074 | New |
| Coastal Capital Group, Inc. | 2,048 | $129.0K | 0.04% | +6+0.3% | Added |
| South State Corp. | 2,017 | $128.0K | 0.01% | +162+8.7% | Added |
| Counterpoint Mutual Funds LLC | 2,012 | $127.0K | 0.09% | +2,012 | New |
| Harbor Investment Advisory, LLC | 1,915 | $121.0K | 0.02% | −176−8.4% | Reduced |
| Hartford Financial Management Inc. | 1,800 | $114.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,808 | $114.0K | 0.03% | +203+12.6% | Added |
| Optimum Investment Advisors | 1,766 | $112.0K | 0.06% | +1+0.1% | Added |
| Leelyn Smith, LLC | 1,686 | $107.0K | 0.03% | −121−6.7% | Reduced |
| Hills Bank & Trust Co | 1,682 | $106.0K | 0.02% | −100−5.6% | Reduced |
| Benjamin Edwards Inc | 1,636 | $103.0K | 0.03% | +19+1.2% | Added |
| NuWave Investment Management, LLC | 1,620 | $102.0K | 0.14% | −1,915−54.2% | Reduced |
| Vectors Research Management, LLC | 1,550 | $98.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 1,515 | $96.0K | 0.03% | +1,489+5,726.9% | Added |
| Creative Financial Designs Inc | 1,509 | $95.0K | 0.02% | +2+0.1% | Added |
| Corsicana & Co. | 1,500 | $95.0K | 0.08% | 00.0% | Unchanged |
| Lee Financial Co | 1,469 | $93.0K | 0.02% | +44+3.1% | Added |
| Monetary Management Group Inc | 1,350 | $85.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,342 | $85.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,277 | $81.0K | 0.06% | −39−3.0% | Reduced |
| West Paces Advisors Inc. | 1,270 | $80.2K | 0.03% | −34−2.6% | Reduced |
| Baystate Wealth Management LLC | 1,244 | $79.0K | 0.01% | +4+0.3% | Added |
| Oakworth Capital, Inc. | 1,200 | $76.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,166 | $74.0K | 0.02% | +356+44.0% | Added |
| Hantz Financial Services, Inc. | 1,140 | $72.0K | 0.00% | −8−0.7% | Reduced |
| Rock Creek Group, LP | 1,135 | $72.0K | 0.01% | +1,135 | New |
| NVWM, LLC | 1,120 | $71.0K | 0.03% | −1−0.1% | Reduced |
| CoreCap Advisors, LLC | 1,112 | $70.0K | 0.01% | +1,112 | New |
| Quent Capital, LLC | 1,038 | $66.0K | 0.01% | +158+18.0% | Added |
| Disciplined Investments, LLC | 1,035 | $65.0K | 0.03% | +966+1,400.0% | Added |
| SOA Wealth Advisors, LLC. | 1,025 | $64.0K | 0.02% | −21−2.0% | Reduced |
| America First Investment Advisors, LLC | 1,000 | $63.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 1,000 | $63.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $63.0K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 975 | $62.0K | 0.01% | −449−31.5% | Reduced |
| M&R Capital Management Inc | 972 | $61.0K | 0.02% | +2+0.2% | Added |
| Endurance Wealth Management, Inc. | 952 | $60.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 951 | $60.0K | 0.00% | +17+1.8% | Added |
| Total Clarity Wealth Management, Inc. | 910 | $57.0K | 0.03% | +910 | New |
| Better Money Decisions, LLC | 866 | $55.0K | 0.05% | +866 | New |
| Bell Investment Advisors, Inc | 867 | $55.0K | 0.02% | +867 | New |
| Toth Financial Advisory Corp | 810 | $51.0K | 0.01% | +655+422.6% | Added |
| Farmers & Merchants Investments Inc | 795 | $50.0K | 0.00% | +15+1.9% | Added |
| Global Financial Private Client, LLC | 766 | $49.0K | 0.03% | −753−49.6% | Reduced |
| Glen Eagle Advisors, LLC | 762 | $48.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 766 | $48.0K | 0.00% | −1,132−59.6% | Reduced |
| HHM Wealth Advisors, LLC | 760 | $48.0K | 0.01% | +60+8.6% | Added |
| Bangor Savings Bank | 750 | $47.0K | 0.01% | +750 | New |
| RWM Asset Management, LLC | 711 | $45.0K | 0.01% | +246+52.9% | Added |
| Earnest Partners LLC | 682 | $43.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 677 | $43.0K | 0.01% | +677 | New |
| Core Alternative Capital | 669 | $42.0K | 0.01% | −8−1.2% | Reduced |
| MCF Advisors LLC | 663 | $42.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 625 | $39.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 623 | $39.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 612 | $39.0K | 0.01% | +612 | New |
| Gould Capital, LLC | 600 | $38.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 580 | $37.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 569 | $36.0K | 0.00% | −13,990−96.1% | Reduced |
| AdvisorNet Financial, Inc | 569 | $36.0K | 0.00% | −41−6.7% | Reduced |
| TD Waterhouse Canada Inc. | 561 | $35.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 552 | $35.0K | 0.00% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 535 | $34.0K | 0.07% | −275−34.0% | Reduced |
| MV Capital Management, Inc. | 535 | $34.0K | 0.01% | −35−6.1% | Reduced |
| CVA Family Office, LLC | 503 | $32.0K | 0.01% | +1+0.2% | Added |
| Worth Asset Management, LLC | 500 | $32.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 492 | $31.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 492 | $31.0K | 0.00% | +93+23.3% | Added |
| Castleview Partners, LLC | 697 | $30.8K | 0.03% | −1,974−73.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 477 | $30.0K | 0.00% | −34−6.7% | Reduced |
| Gradient Investments LLC | 482 | $30.0K | 0.00% | +167+53.0% | Added |
| Penserra Capital Management LLC | 474 | $29.0K | 0.00% | −4,403−90.3% | Reduced |
| HC Financial Advisors Inc | 457 | $29.0K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 450 | $28.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 447 | $28.0K | 0.02% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 456 | $28.0K | 0.02% | +456 | New |
| Baron Financial Group, LLC | 435 | $27.5K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 412 | $26.0K | 0.02% | −340−45.2% | Reduced |
| Carolina Wealth Advisors, LLC | 415 | $26.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 419 | $26.0K | 0.00% | +419 | New |
| Knuff & Co LLC | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 384 | $24.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 359 | $23.0K | 0.02% | 00.0% | Unchanged |