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 29 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 |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 341 | $22.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 333 | $21.0K | 0.01% | +333 | New |
| Washington Trust Advisors, Inc. | 332 | $21.0K | 0.00% | −32−8.8% | Reduced |
| Horan Securities, Inc. | 340 | $21.0K | 0.01% | +15+4.6% | Added |
| Independence Bank of Kentucky | 325 | $21.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 321 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 310 | $20.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 290 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 281 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 290 | $18.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 267 | $17.0K | 0.00% | −250−48.4% | Reduced |
| McIlrath & Eck, LLC | 263 | $17.0K | 0.01% | +60+29.6% | Added |
| Wolff Wiese Magana LLC | 262 | $17.0K | 0.01% | +252+2,520.0% | Added |
| Raffa Wealth Management, LLC | 267 | $16.9K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 261 | $16.5K | 0.00% | +261 | New |
| FourThought Financial, LLC | 247 | $16.0K | 0.00% | −198−44.5% | Reduced |
| Curi Capital | 259 | $16.0K | 0.00% | +4+1.6% | Added |
| Enterprise Trust & Investment Co | 249 | $16.0K | 0.01% | +249 | New |
| Exchange Traded Concepts, LLC | 241 | $15.0K | 0.00% | −7,262−96.8% | Reduced |
| Front Row Advisors LLC | 237 | $15.0K | 0.01% | −2−0.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 218 | $14.0K | 0.00% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 225 | $14.0K | 0.00% | +214+1,945.5% | Added |
| Halpern Financial, Inc. | 217 | $13.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 195 | $13.0K | 0.00% | −40−17.0% | Reduced |
| Country Trust Bank | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 204 | $13.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 200 | $13.0K | 0.00% | +25+14.3% | Added |
| Wagner Wealth Management, LLC | 200 | $13.0K | 0.01% | +200 | New |
| Atlas Capital Advisors LLC | 200 | $12.6K | 0.00% | −2,931−93.6% | Reduced |
| First Community Trust NA | 188 | $12.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 183 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 169 | $11.0K | 0.00% | −221−56.7% | Reduced |
| Institutional & Family Asset Management, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 170 | $11.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 170 | $11.0K | 0.01% | +27+18.9% | Added |
| Heritage Wealth Management, LLC | 172 | $10.9K | 0.00% | −513−74.9% | Reduced |
| Hoese & Co LLP | 152 | $10.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 155 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 154 | $10.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 165 | $10.0K | 0.01% | +165 | New |
| Brown, Lisle/Cummings, Inc. | 150 | $9.48K | 0.01% | +42+38.9% | Added |
| Stuart Chaussee & Associates, Inc. | 137 | $9.00K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 136 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 128 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 114 | $7.00K | 0.00% | −6,553−98.3% | Reduced |
| JJJ Advisors Inc. | 102 | $7.00K | 0.00% | −73−41.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 108 | $7.00K | 0.00% | −1−0.9% | Reduced |
| Cedar Wealth Management, LLC | 112 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 102 | $6.00K | 0.00% | −184−64.3% | Reduced |
| Repertoire Partners LP | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $6.00K | 0.00% | +100 | New |
| WFA of San Diego, LLC | 100 | $6.00K | 0.01% | +100 | New |
| Missouri Trust & Investment Co | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 82 | $5.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 93 | $5.00K | 0.00% | +90+3,000.0% | Added |
| Joseph P. Lucia & Associates, LLC | 65 | $4.00K | 0.00% | −325−83.3% | Reduced |
| Rocky Mountain Advisers, LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 60 | $4.00K | 0.00% | +3+5.3% | Added |
| Vigilant Capital Management, LLC | 53 | $3.00K | 0.00% | −153−74.3% | Reduced |
| Byrne Asset Management LLC | 55 | $3.00K | 0.00% | −95−63.3% | Reduced |
| Washington Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 41 | $3.00K | 0.00% | +41 | New |
| Estabrook Capital Management | 45 | $2.84K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 9 | $1.00K | 0.00% | −4,838−99.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19 | $1.00K | 0.00% | −1,436−98.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.00K | 0.00% | −22−50.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 22 | $1.00K | 0.00% | +22 | New |
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,134 | – | – | −378−25.0% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −80,668−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −1,232,436−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,074,931−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −982,790−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −738,837−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −572,172−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −330,089−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −258,720−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −245,000−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −215,943−100.0% | Sold out |