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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 25,378 | $1.60M | 0.01% | −4,613−15.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 25,000 | $1.58M | 0.26% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 25,000 | $1.58M | 0.29% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,821 | $1.57M | 0.05% | −4,895−16.5% | Reduced |
| Chartwell Investment Partners, LLC | 24,691 | $1.56M | 0.06% | 00.0% | Unchanged |
| Round Table Services, LLC | 24,570 | $1.55M | 0.28% | +47+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 24,434 | $1.54M | 0.06% | −411−1.7% | Reduced |
| RiverPark Advisors, LLC | 24,244 | $1.53M | 0.49% | −6,242−20.5% | Reduced |
| 1st Source Bank | 24,191 | $1.53M | 0.11% | −125−0.5% | Reduced |
| Chesley Taft & Associates LLC | 23,761 | $1.50M | 0.10% | −690−2.8% | Reduced |
| Vident Investment Advisory, LLC | 23,715 | $1.49M | 0.04% | +5,813+32.5% | Added |
| Montecito Bank & Trust | 23,586 | $1.49M | 0.35% | −11,800−33.3% | Reduced |
| Rossmore Private Capital | 23,555 | $1.49M | 0.26% | −134−0.6% | Reduced |
| Greenleaf Trust | 23,521 | $1.49M | 0.02% | +2,161+10.1% | Added |
| Industrial Alliance Investment Management Inc. | 23,512 | $1.49M | 0.04% | +5,514+30.6% | Added |
| Sonen Capital LLC | 23,479 | $1.48M | 2.12% | −3,311−12.4% | Reduced |
| Foundations Investment Advisors, LLC | 23,252 | $1.48M | 0.06% | +23,252 | New |
| Palisade Asset Management, LLC | 23,229 | $1.47M | 0.19% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 23,141 | $1.46M | 1.61% | −800−3.3% | Reduced |
| K.J. Harrison & Partners Inc | 23,083 | $1.46M | 0.39% | −600−2.5% | Reduced |
| Harbour Capital Advisors, LLC | 22,967 | $1.45M | 0.47% | −2,510−9.9% | Reduced |
| Huntington National Bank | 22,882 | $1.45M | 0.02% | −202−0.9% | Reduced |
| HighPoint Advisor Group LLC | 22,784 | $1.45M | 0.16% | +22,784 | New |
| Bridges Investment Management Inc | 22,743 | $1.44M | 0.05% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 22,608 | $1.43M | 0.11% | −2,398−9.6% | Reduced |
| Cresset Asset Management, LLC | 22,344 | $1.41M | 0.02% | −13,089−36.9% | Reduced |
| Tiaa, FSB | 22,284 | $1.41M | 0.01% | −5,762−20.5% | Reduced |
| Prudential PLC | 22,266 | $1.41M | 0.03% | −5,630−20.2% | Reduced |
| SkyView Investment Advisors, LLC | 22,197 | $1.40M | 0.37% | +34+0.2% | Added |
| Birmingham Capital Management Co Inc | 21,920 | $1.39M | 0.55% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,852 | $1.38M | 0.06% | −1,135−4.9% | Reduced |
| Letko, Brosseau & Associates Inc | 21,846 | $1.38M | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 21,809 | $1.38M | 0.03% | +877+4.2% | Added |
| Fruth Investment Management | 15,529 | $1.38M | 0.38% | +100+0.6% | Added |
| Gamble Jones Investment Counsel | 21,731 | $1.37M | 0.10% | −569−2.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,588 | $1.36M | 0.00% | +21,588 | New |
| Thomasville National Bank | 21,563 | $1.36M | 0.15% | −850−3.8% | Reduced |
| Linker Capital Management Inc. | 21,477 | $1.36M | 1.69% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 21,454 | $1.35M | 0.04% | +21,454 | New |
| Veriti Management LLC | 21,318 | $1.35M | 0.19% | +351+1.7% | Added |
| Beacon Financial Group | 21,128 | $1.34M | 0.20% | −512−2.4% | Reduced |
| Epoch Investment Partners, Inc. | 21,261 | $1.34M | 0.01% | +230+1.1% | Added |
| Sustainable Insight Capital Management, LLC | 21,200 | $1.34M | 1.34% | −19,500−47.9% | Reduced |
| HM Payson & Co | 21,236 | $1.34M | 0.03% | +682+3.3% | Added |
| NovaPoint Capital, LLC | 21,006 | $1.33M | 0.58% | −2,896−12.1% | Reduced |
| Sheets Smith Wealth Management | 20,800 | $1.31M | 0.22% | −9,331−31.0% | Reduced |
| CAPROCK Group, Inc. | 20,756 | $1.31M | 0.13% | +1,499+7.8% | Added |
| Accretive Wealth Partners, LLC | 20,728 | $1.31M | 0.95% | +166+0.8% | Added |
| Leisure Capital Management | 20,688 | $1.31M | 0.68% | −450−2.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 20,675 | $1.31M | 0.06% | +270+1.3% | Added |
| Wealth Alliance | 20,635 | $1.30M | 0.25% | +3,380+19.6% | Added |
| Cetera Advisor Networks LLC | 20,207 | $1.28M | 0.02% | +1,274+6.7% | Added |
| Bowling Portfolio Management LLC | 20,159 | $1.27M | 0.32% | −169−0.8% | Reduced |
| B. Riley Wealth Management, Inc. | 20,145 | $1.27M | 0.12% | +540+2.8% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.26M | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 19,964 | $1.26M | 0.11% | +3,501+21.3% | Added |
| Crescent Grove Advisors, LLC | 19,853 | $1.25M | 0.13% | +182+0.9% | Added |
| Franklin Street Advisors Inc | 19,733 | $1.25M | 0.12% | +2,362+13.6% | Added |
| Cigna Investments Inc | 19,448 | $1.23M | 0.25% | −6,987−26.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 19,279 | $1.22M | 0.03% | +8,050+71.7% | Added |
| Marathon Trading Investment Management LLC | 19,113 | $1.21M | 0.68% | +19,113 | New |
| Essex Savings Bank | 19,000 | $1.20M | 0.46% | −40.0% | Reduced |
| Ameritas Investment Partners, Inc. | 18,872 | $1.19M | 0.05% | −307−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 18,852 | $1.19M | 0.01% | −172,441−90.1% | Reduced |
| Diversified Investment Strategies, LLC | 18,735 | $1.18M | 0.97% | +2,635+16.4% | Added |
| NorthCrest Asset Manangement, LLC | 18,750 | $1.18M | 0.06% | +3,892+26.2% | Added |
| Allworth Financial LP | 18,465 | $1.17M | 0.02% | −6,623−26.4% | Reduced |
| Gilman Hill Asset Management, LLC | 18,395 | $1.16M | 0.25% | +235+1.3% | Added |
| Signet Investment Advisory Group, Inc. | 18,200 | $1.15M | 0.80% | −1,940−9.6% | Reduced |
| Fiduciary Trust Co | 18,115 | $1.15M | 0.02% | −69−0.4% | Reduced |
| Annandale Capital, LLC | 18,032 | $1.14M | 0.45% | +15,600+641.4% | Added |
| Hedges Asset Management LLC | 18,000 | $1.14M | 1.07% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 29,071 | $1.14M | 0.12% | +25,645+748.5% | Added |
| Chicago Partners Investment Group LLC | 16,283 | $1.12M | 0.08% | +6,423+65.1% | Added |
| Destination Wealth Management | 17,766 | $1.12M | 0.05% | −15,473−46.6% | Reduced |
| Titleist Asset Management, Ltd. | 17,632 | $1.11M | 0.28% | +347+2.0% | Added |
| Signaturefd, LLC | 17,533 | $1.11M | 0.04% | −1,599−8.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 17,538 | $1.11M | 0.26% | +3,805+27.7% | Added |
| FDx Advisors, Inc. | 17,513 | $1.11M | 0.04% | +1,219+7.5% | Added |
| Maven Securities LTD | 17,400 | $1.10M | 0.19% | +10,100+138.4% | Added |
| Tealwood Asset Management Inc | 17,355 | $1.10M | 0.54% | +105+0.6% | Added |
| Mission Creek Capital Partners, Inc. | 17,251 | $1.09M | 0.36% | +82+0.5% | Added |
| Tranquility Partners, LLC | 17,239 | $1.09M | 0.56% | −414−2.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 17,218 | $1.09M | 0.30% | −75−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 17,204 | $1.09M | 0.18% | +3,504+25.6% | Added |
| Silvant Capital Management LLC | 17,111 | $1.08M | 0.26% | −270−1.6% | Reduced |
| Seeyond | 17,120 | $1.08M | 0.12% | +801+4.9% | Added |
| Hodges Capital Management Inc. | 17,005 | $1.07M | 0.11% | −8,007−32.0% | Reduced |
| Providence Wealth Advisors, LLC | 16,958 | $1.07M | 0.77% | +1,215+7.7% | Added |
| McCarthy Asset Management, Inc. | 16,886 | $1.07M | 0.87% | 00.0% | Unchanged |
| PFS Investments Inc. | 16,811 | $1.06M | 0.02% | +2,236+15.3% | Added |
| Griffin Asset Management, Inc. | 16,810 | $1.06M | 0.17% | +16,810 | New |
| Colony Group LLC | 16,619 | $1.05M | 0.02% | −40.0% | Reduced |
| Boston Common Asset Management, LLC | 16,585 | $1.05M | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,555 | $1.05M | 0.14% | −1,619−8.9% | Reduced |
| FORA Capital, LLC | 16,489 | $1.04M | 0.21% | +16,489 | New |
| Profund Advisors LLC | 16,366 | $1.03M | 0.07% | −4,812−22.7% | Reduced |
| Neumann Capital Management, LLC | 16,263 | $1.03M | 0.52% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 16,275 | $1.03M | 0.05% | +727+4.7% | Added |
| Ambassador Advisors, LLC | 16,262 | $1.03M | 0.23% | +194+1.2% | Added |