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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.

Other share classesSCHW.PDSCHW.PJ

Q3 2022 vs. Q2 2022

How the institutions holding Schwab Charles Corp changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of SCHW: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,490241,520+54
Shares1.33B1.95M1.35B+21.8M (+1.6%)
Value$84.2B$123.6M$97.3B+$13.2B (+15.7%)

24 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (158)

Institutions that held Schwab Charles Corp at the end of Q3 2022 but not at the end of Q2 2022.

Showing the largest 100 of 158 by value.

Institutions new to SCHW in Q3 2022
InstitutionSharesValue% of portfolio
GQG Partners LLC16,567,655$1.19B3.44%
Fisher Asset Management, LLC15,433,332$1.11B0.83%
Capital International Investors1,304,264$93.7M0.03%
Lord, Abbett & Co. LLC1,219,931$87.7M0.32%
AustralianSuper Pty Ltd1,211,064$87.0M0.68%
Bristol John W & Co Inc596,010$42.8M1.07%
Laurion Capital Management LP474,397$34.1M0.95%
Teachers Retirement System of the State of Kentucky439,945$31.6M0.37%
Davis Asset Management, L.P.433,479$31.2M1.82%
James Hambro & Partners281,398$20.2M1.77%
Winton Group Ltd181,190$13.0M0.85%
Czech National Bank177,404$12.8M0.36%
Churchill Management Corp172,739$12.4M0.33%
Engle Capital Management, L.P.158,000$11.4M3.33%
Basswood Capital Management, L.L.C.156,956$11.3M0.83%
Cramer Rosenthal McGlynn LLC128,827$9.26M0.44%
Polar Capital Holdings Plc111,086$7.98M0.06%
Hudson Bay Capital Management LP110,000$7.91M0.08%
Stony Point Capital LLC107,606$7.73M2.79%
Virginia Retirement Systems Et Al103,700$7.45M0.08%
Marvin & Palmer Associates Inc103,450$7.43M4.56%
Eagle Global Advisors LLC80,295$5.77M0.43%
Vestor Capital, LLC71,494$5.14M0.67%
Steel Canyon Capital, LLC68,521$4.92M12.54%
JB Capital LLC62,668$4.50M0.49%
HST Ventures, LLC51,851$3.73M2.51%
AIA Group Ltd39,600$2.85M0.19%
Advisor Partners II, LLC34,320$2.47M0.19%
Brookstone Capital Management33,776$2.43M0.06%
F/M Investments LLC33,565$2.41M3.91%
Avitas Wealth Management LLC26,197$1.88M0.43%
Western Wealth Management, LLC24,893$1.79M0.10%
Colonial Trust Co24,709$1.78M0.57%
Lakehouse Capital Pty Ltd22,657$1.63M1.78%
MYDA Advisors LLC21,000$1.51M0.84%
Alpha DNA Investment Management LLC19,828$1.43M1.23%
Bensler, LLC19,087$1.37M0.33%
Balboa Wealth Partners17,408$1.25M0.55%
Weiss Multi-Strategy Advisers LLC17,208$1.24M0.03%
BlueMar Capital Management, LLC16,400$1.18M0.87%
Simplex Trading, LLC15,950$1.15M0.04%
W.H. Cornerstone Investments Inc.14,334$1.03M1.08%
Dakota Wealth Management14,219$1.02M0.08%
Doheny Asset Management14,194$1.02M1.02%
Cumberland Partners Ltd13,672$982.0K0.10%
Financial Consulate, Inc12,496$898.0K0.38%
Wipfli Financial Advisors LLC,11,975$861.0K0.06%
Sowell Financial Services LLC10,238$736.0K0.07%
Crestline Management, LP10,000$719.0K0.10%
Greenline Partners, LLC9,499$683.0K0.16%
AllGen Financial Advisors, Inc.8,951$643.3K0.50%
Seelaus Asset Management LLC8,559$615.0K0.49%
Copperleaf Capital, LLC8,505$611.0K0.66%
GraniteShares Advisors LLC6,772$486.0K0.39%
DRW Securities, L.L.C.6,741$484.0K0.15%
Hartline Investment Corp6,603$475.0K0.39%
Qtron Investments LLC6,198$445.0K0.11%
Peak Planning Group, LLC6,004$431.5K0.40%
Two Sigma Securities, LLC5,589$402.0K0.06%
Cipher Capital LP5,321$382.0K0.06%
Integrated Investment Consultants, LLC5,191$373.0K0.15%
Regency Capital Management Inc.5,092$366.0K0.45%
Zimmermann Investment Management & Planning LLC4,845$348.0K0.22%
Tranquilli Financial Advisor LLC4,793$344.0K0.27%
National Wealth Management Group, LLC4,753$341.6K0.44%
Redwood Investment Management, LLC4,727$340.0K0.07%
Circle Wealth Management, LLC4,680$336.0K0.06%
Standard Family Office LLC4,583$329.0K0.14%
Chilton Investment Co LLC4,519$325.0K0.01%
Yorktown Management & Research Co Inc4,500$323.0K0.42%
Centaurus Financial, Inc.4,480$322.0K0.03%
9258 Wealth Management, LLC4,349$313.0K0.08%
Alps Advisors Inc4,344$312.0K0.00%
Good Life Advisors, LLC4,187$301.0K0.04%
Blueprint Investment Partners LLC4,100$295.0K0.08%
CWM Advisors, LLC4,048$291.0K0.04%
Alta Advisers Ltd4,000$287.0K0.18%
IHT Wealth Management, LLC3,934$283.0K0.02%
Retirement Planning Group3,912$281.0K0.04%
Graypoint LLC3,853$277.0K0.04%
Regal Investment Advisors LLC3,783$272.0K0.03%
Harel Insurance Investments & Financial Services Ltd.3,660$266.0K0.01%
Equitable Holdings, Inc.3,577$257.0K0.01%
Choate Investment Advisors3,565$256.0K0.02%
Tempus Wealth Planning, LLC3,409$245.0K0.16%
L2 Asset Management, LLC3,383$243.0K0.18%
Journey Advisory Group, LLC3,374$242.0K0.06%
New England Research & Management, Inc.3,350$241.0K0.15%
C2C Wealth Management, LLC3,100$236.0K0.05%
Wimmer Associates 1, LLC2,925$233.0K0.15%
Prime Capital Investment Advisors, LLC3,239$233.0K0.01%
FSB Premier Wealth Management, Inc.3,235$232.0K0.14%
Noesis Capital Mangement Corp3,153$227.0K0.07%
Summit Financial, LLC3,131$225.0K0.02%
Curated Wealth Partners LLC3,115$223.0K0.07%
Warren Averett Asset Management, LLC3,080$222.0K0.02%
E Fund Management Co., Ltd.3,092$222.0K0.02%
Legacy Financial Advisors, Inc.3,050$219.0K0.05%
Convergence Investment Partners, LLC3,032$218.0K0.14%
Cherry Creek Investment Advisors, Inc.3,032$218.0K0.18%

Sold out (104)

Institutions that held Schwab Charles Corp at the end of Q2 2022 and filed for Q3 2022 without it.

Showing the largest 100 of 104 by value.

Institutions that sold out of SCHW in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Alua Capital Management LP859,300$54.3M
Tesco Pension Investment Ltd668,079$42.2M
Voloridge Investment Management, LLC562,884$35.6M
Eminence Capital, LP504,215$31.9M
Alyeska Investment Group, L.P.400,237$25.3M
Squarepoint Ops LLC393,448$24.9M
ING Groep NV263,803$16.7M
Cinctive Capital Management LP188,672$11.9M
Bridgeway Capital Management, LLC169,200$10.7M
Itau Unibanco Holding S.A.126,175$7.97M
Cypress Capital, LLC119,110$7.53M
Phase 2 Partners, LLC112,859$7.13M
PEAK6 Investments LLC124,542$7.06M
Stieven Capital Advisors, L.P.104,900$6.63M
Jump Financial, LLC80,488$5.09M
Duality Advisers, LP79,942$5.05M
Maltese Capital Management LLC75,000$4.74M
ExodusPoint Capital Management, LP69,048$4.36M
Citizens Business Bank59,850$3.78M
Aigen Investment Management, LP58,072$3.67M
Quantbot Technologies LP50,447$3.19M
Resolute Capital Asset Partners LLC50,000$3.16M
De Burlo Group Inc40,988$2.59M
Parkwood LLC37,211$2.35M
Qube Research & Technologies Ltd34,609$2.19M
Paragon Advisors, LLC27,952$1.77M
Graham Capital Management, L.P.26,663$1.68M
New York Life Investments Alternatives25,532$1.61M
Arrowstreet Capital, Limited Partnership21,588$1.36M
Gilman Hill Asset Management, LLC18,395$1.16M
FORA Capital, LLC16,489$1.04M
Founders Financial Alliance, LLC15,365$971.0K
Morse Asset Management, Inc15,000$948.0K
Shay Capital LLC15,000$948.0K
Wall Street Access Asset Management, LLC14,638$924.0K
Natixis Investment Managers International13,823$873.0K
Brown Advisory Securities, LLC12,613$797.0K
QVR LLC11,602$733.0K
Canvas Wealth Advisors, LLC11,044$698.0K
Next Level Private LLC9,989$631.0K
Boothbay Fund Management, LLC9,627$608.0K
Teza Capital Management LLC9,588$606.0K
Y-Intercept (Hong Kong) Ltd9,404$594.0K
Stonehage Fleming Financial Services Holdings Ltd8,998$572.0K
Kovack Advisors, Inc.8,785$555.0K
Edgestream Partners, L.P.8,671$548.0K
BBR Partners, LLC7,149$452.0K
Hyperion Asset Management Ltd6,540$413.0K
Almanack Investment Partners, LLC.6,484$410.0K
RDA Financial Network6,492$410.0K
Gsa Capital Partners LLP6,383$403.0K
Angeles Investment Advisors, LLC5,965$377.0K
Tudor Investment Corp Et Al5,644$357.0K
Aquatic Capital Management LLC5,600$354.0K
Advisor Resource Council5,518$348.0K
Campbell & CO Investment Adviser LLC5,400$341.0K
Stratos Wealth Advisors, LLC5,398$341.0K
Poehling Capital Management, LLC5,259$332.0K
MQS Management LLC5,247$332.0K
Alphinity Investment Management Pty Ltd5,189$328.0K
Barings LLC5,019$317.0K
V Wealth Advisors LLC4,665$295.0K
Occudo Quantitative Strategies LP4,631$293.0K
HRT Financial LP4,566$288.0K
Enlightenment Research, LLC4,500$284.0K
Envoi LLC4,300$271.7K
Comerica Securities,inc.4,288$271.0K
Gould Asset Management LLC3,827$242.0K
Centiva Capital, LP3,780$239.0K
Welch Group, LLC3,675$232.0K
Mystic Asset Management, Inc.3,418$215.0K
Nwam LLC3,214$204.0K
Clear Street Markets LLC3,152$199.0K
Counterpoint Mutual Funds LLC2,012$127.0K
Concord Wealth Partners1,808$114.0K
NuWave Investment Management, LLC1,620$102.0K
Vectors Research Management, LLC1,550$98.0K
First Bank & Trust1,515$96.0K
NVWM, LLC1,120$71.0K
CoreCap Advisors, LLC1,112$70.0K
Total Clarity Wealth Management, Inc.910$57.0K
Better Money Decisions, LLC866$55.0K
Northern Oak Wealth Management Inc612$39.0K
Graves-Light Private Wealth Management, Inc.623$39.0K
Nomura Holdings Inc569$36.0K
Heritage Financial Services, LLC456$28.0K
Baron Financial Group, LLC435$27.5K
Knuff & Co LLC400$25.0K
Curi Capital259$16.0K
Country Trust Bank205$13.0K
Atlas Capital Advisors LLC200$12.6K
Bogart Wealth, LLC170$11.0K
Annapolis Financial Services, LLC155$10.0K
Ten Capital Wealth Advisors, LLC129$8.00K
Charter Oak Capital Management, LLC94$6.00K
WFA of San Diego, LLC100$6.00K
Steward Financial Group LLC93$5.00K
Joseph P. Lucia & Associates, LLC65$4.00K
Marquette Asset Management, LLC9$1.00K
Tfo-TDC, LLC22$1.00K

Not filed for Q3 2022 yet (24)

Institutions that held Schwab Charles Corp at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.