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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 16,222 | $1.02M | 0.01% | +1,793+12.4% | Added |
| Empowered Funds, LLC | 16,160 | $1.02M | 0.13% | −325−2.0% | Reduced |
| Independent Advisor Alliance | 16,141 | $1.02M | 0.06% | +8,413+108.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,134 | $1.02M | 0.04% | −7,282−31.1% | Reduced |
| Brown Capital Management LLC | 16,091 | $1.02M | 0.01% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 16,080 | $1.02M | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 16,023 | $1.01M | 0.47% | −562−3.4% | Reduced |
| Change Path, LLC | 16,008 | $1.01M | 0.05% | −6,044−27.4% | Reduced |
| Trust Asset Management LLC | 15,880 | $1.00M | 0.14% | +1,901+13.6% | Added |
| JNBA Financial Advisors | 15,856 | $1.00M | 0.15% | −17−0.1% | Reduced |
| Stokes Family Office, LLC | 15,470 | $977.0K | 0.13% | −1,412−8.4% | Reduced |
| Caldwell Trust Co | 15,425 | $974.6K | 0.13% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,365 | $971.0K | 0.49% | +15,365 | New |
| Bank of Hawaii | 15,341 | $969.0K | 0.06% | −90−0.6% | Reduced |
| Lido Advisors, LLC | 15,350 | $969.0K | 0.02% | +1,156+8.1% | Added |
| Mizuho Markets Cayman LP | 15,279 | $965.0K | 0.16% | −3,270−17.6% | Reduced |
| AlphaCrest Capital Management LLC | 15,260 | $964.0K | 0.05% | −130,042−89.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 15,230 | $962.0K | 0.25% | +2,503+19.7% | Added |
| Csenge Advisory Group | 15,216 | $961.0K | 0.08% | +7,747+103.7% | Added |
| Founders Financial Securities LLC | 15,178 | $959.0K | 0.19% | −85−0.6% | Reduced |
| Strategic Blueprint, LLC | 15,173 | $959.0K | 0.12% | +1,489+10.9% | Added |
| Greenup Street Wealth Management LLC | 15,169 | $958.0K | 0.45% | +15,169 | New |
| AXS Investments LLC | 15,143 | $957.0K | 0.34% | +9,983+193.5% | Added |
| Morse Asset Management, Inc | 15,000 | $948.0K | 0.30% | −15,435−50.7% | Reduced |
| Shay Capital LLC | 15,000 | $948.0K | 0.49% | +15,000 | New |
| Valeo Financial Advisors, LLC | 14,874 | $940.0K | 0.06% | −7,860−34.6% | Reduced |
| South Dakota Investment Council | 14,750 | $932.0K | 0.02% | +14,750 | New |
| Krilogy Financial LLC | 14,702 | $929.0K | 0.11% | +293+2.0% | Added |
| Clarius Group, LLC | 14,681 | $928.0K | 0.09% | +1,409+10.6% | Added |
| Royce & Associates LP | 14,671 | $927.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 14,658 | $926.0K | 0.09% | +352+2.5% | Added |
| Carmel Capital Partners, LLC | 14,623 | $924.0K | 0.86% | +430+3.0% | Added |
| Wall Street Access Asset Management, LLC | 14,638 | $924.0K | 0.48% | +14,638 | New |
| Uncommon Cents Investing LLC | 14,597 | $922.0K | 0.37% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 14,577 | $921.0K | 1.15% | −30.0% | Reduced |
| Checchi Capital Advisers, LLC | 13,263 | $916.0K | 0.09% | −1,445−9.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 14,347 | $906.0K | 0.09% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14,175 | $896.0K | 0.31% | −38−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 14,147 | $894.0K | 0.36% | +94+0.7% | Added |
| Sequoia Financial Advisors, LLC | 14,118 | $892.0K | 0.03% | +1,054+8.1% | Added |
| World Equity Group, Inc. | 14,047 | $887.5K | 0.22% | +257+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 13,952 | $881.0K | 0.02% | −127−0.9% | Reduced |
| Natixis Investment Managers International | 13,823 | $873.0K | 0.02% | −16,747−54.8% | Reduced |
| Balentine LLC | 13,772 | $870.0K | 0.03% | −4,182−23.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 13,778 | $870.0K | 0.29% | −2,743−16.6% | Reduced |
| Professional Financial Advisors, LLC | 13,414 | $847.0K | 0.47% | +365+2.8% | Added |
| Ballentine Partners, LLC | 13,153 | $831.0K | 0.03% | +63+0.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 13,160 | $831.0K | 0.09% | +13,160 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,159 | $830.0K | 0.08% | +3,534+36.7% | Added |
| Evermay Wealth Management LLC | 12,940 | $818.0K | 0.16% | −183−1.4% | Reduced |
| Capital Advisors Inc | 12,908 | $816.0K | 0.02% | −348−2.6% | Reduced |
| Lake Street Advisors Group, LLC | 12,868 | $813.0K | 0.06% | −740−5.4% | Reduced |
| Coldstream Capital Management Inc | 12,867 | $813.0K | 0.03% | +2,470+23.8% | Added |
| Wealthsource Partners, LLC | 12,830 | $811.0K | 0.06% | −1,482−10.4% | Reduced |
| Forum Financial Management, LP | 12,836 | $811.0K | 0.04% | +34+0.3% | Added |
| Burns Matteson Capital Management, LLC | 12,820 | $810.0K | 0.57% | +213+1.7% | Added |
| Wright Investors Service Inc | 12,787 | $808.0K | 0.23% | +12,787 | New |
| Stonnington Group, LLC | 12,547 | $806.0K | 0.21% | +1,200+10.6% | Added |
| Quadrant Capital Group LLC | 12,718 | $804.0K | 0.11% | +243+1.9% | Added |
| Archford Capital Strategies, LLC | 12,720 | $804.0K | 0.20% | +1,510+13.5% | Added |
| Continuum Advisory, LLC | 12,694 | $802.0K | 0.15% | +8,582+208.7% | Added |
| Summit Asset Management, LLC | 12,629 | $798.0K | 0.25% | −150−1.2% | Reduced |
| Sun Life Financial INC | 12,586 | $798.0K | 0.06% | +107+0.9% | Added |
| Brown Advisory Securities, LLC | 12,613 | $797.0K | 0.75% | −3,101−19.7% | Reduced |
| West Financial Advisors, LLC | 12,600 | $796.0K | 0.23% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 12,581 | $795.0K | 0.12% | +30.0% | Added |
| WESPAC Advisors SoCal, LLC | 12,538 | $792.0K | 0.30% | −87−0.7% | Reduced |
| Hall Capital Management Co Inc | 12,512 | $791.0K | 0.52% | +1,931+18.2% | Added |
| Eagle Asset Management Inc | 12,464 | $787.0K | 0.00% | −811−6.1% | Reduced |
| Segall Bryant & Hamill, LLC | 12,455 | $787.0K | 0.01% | +50+0.4% | Added |
| Hamel Associates, Inc. | 12,460 | $787.0K | 0.31% | +8,195+192.1% | Added |
| Arden Trust Co | 12,394 | $784.0K | 0.18% | −571−4.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,357 | $781.0K | 0.04% | +2,178+21.4% | Added |
| ARGI Investment Services, LLC | 12,353 | $780.0K | 0.03% | +378+3.2% | Added |
| Diversified Trust Co | 12,334 | $779.0K | 0.03% | +474+4.0% | Added |
| Laffer Tengler Investments | 12,325 | $778.7K | 0.27% | +8,363+211.1% | Added |
| Horizon Investments, LLC | 12,299 | $775.0K | 0.03% | −23,488−65.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,274 | $775.0K | 0.01% | −489−3.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 12,209 | $771.0K | 0.54% | +637+5.5% | Added |
| Park Avenue Securities LLC | 12,188 | $770.0K | 0.01% | +5,249+75.6% | Added |
| DRW Securities, LLC | 12,173 | $769.0K | 0.20% | +12,173 | New |
| Elmwood Wealth Management, Inc. | 12,158 | $768.0K | 0.44% | +17+0.1% | Added |
| Spire Wealth Management | 12,146 | $767.0K | 0.03% | −115,099−90.5% | Reduced |
| Platform Technology Partners | 12,118 | $766.0K | 0.42% | −1,390−10.3% | Reduced |
| Semmax Financial Advisors Inc. | 10,946 | $766.0K | 0.31% | −702−6.0% | Reduced |
| Sage Rhino Capital LLC | 12,104 | $765.0K | 0.29% | −879−6.8% | Reduced |
| Cascade Investment Advisors, Inc. | 12,080 | $763.2K | 0.60% | −458−3.7% | Reduced |
| Baldwin Investment Management, LLC | 12,058 | $762.0K | 0.26% | +6,663+123.5% | Added |
| Heartland Bank & Trust Co | 11,965 | $756.0K | 0.67% | +463+4.0% | Added |
| Systematic Alpha Investments, LLC | 11,901 | $752.0K | 0.04% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 11,785 | $745.0K | 0.49% | +125+1.1% | Added |
| Bordeaux Wealth Advisors LLC | 11,779 | $744.0K | 0.51% | −905−7.1% | Reduced |
| IMS Capital Management | 11,780 | $744.0K | 0.48% | +50+0.4% | Added |
| HCR Wealth Advisors | 11,750 | $742.0K | 0.15% | −547−4.4% | Reduced |
| Powell Investment Advisors, LLC | 11,738 | $742.0K | 0.45% | 00.0% | Unchanged |
| First Financial Corp | 11,731 | $742.0K | 0.49% | +21+0.2% | Added |
| Wedbush Securities Inc | 11,736 | $741.0K | 0.04% | −1,820−13.4% | Reduced |
| QVR LLC | 11,602 | $733.0K | 0.58% | +7,279+168.4% | Added |
| Boyd Watterson Asset Management LLC | 11,538 | $729.0K | 0.31% | +11,538 | New |
| Clean Yield Group | 11,530 | $728.0K | 0.30% | −125−1.1% | Reduced |