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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 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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q3 2022

Institutional positions in Schwab Charles Corp as of Sep 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
1,520
+54 vs. Q2 2022
Shares held
1.35B
+21.8M (+1.6%) vs. Q2 2022
Total value
$97.3B
+$13.2B (+15.7%) vs. Q2 2022
New holders
158
646 more added
Sold out
104
489 more reduced

24 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 1,520 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ3 2022: $97.3B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2022.

Institutions holding SCHW in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Syverson Strege & Co6$00.00%00.0%Unchanged
WR Wealth Planners, LLC6$4310.00%+6New
Loring Wolcott & Coolidge Fiduciary Advisors LLP19$1.00K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.20$1.00K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC15$1.00K0.00%−7−31.8%Reduced
TFC Financial Management19$1.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp7$1.00K0.00%00.0%Unchanged
HWG Holdings LP16$1.00K0.00%+16New
Community Bank, N.A.16$1.00K0.00%+16New
Providence Capital Advisors, LLC17$1.00K0.00%+17New
Eagle Bay Advisors LLC33$2.00K0.00%−300−90.1%Reduced
Aua Capital Management, LLC31$2.00K0.00%+2+6.9%Added
Sound Income Strategies, LLC23$2.00K0.00%+14+155.6%Added
Asset Dedication, LLC30$2.00K0.00%+30New
Laurel Wealth Advisors LLC25$2.00K0.00%+25New
SJS Investment Consulting Inc.26$2.00K0.00%+26New
Morton Brown Family Wealth, LLC22$2.00K0.00%+22New
Kelly Financial Services LLC36$2.59K0.00%+36New
Highline Wealth Partners LLC37$2.66K0.00%+37New
Leelyn Smith, LLC44$3.00K0.00%−1,642−97.4%Reduced
Trust Co of Vermont41$3.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC46$3.00K0.00%00.0%Unchanged
Surevest, LLC46$3.00K0.00%00.0%Unchanged
TSFG, LLC39$3.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.33$3.00K0.00%+33New
PFG Private Wealth Management, LLC35$3.00K0.00%+35New
Estabrook Capital Management45$3.23K0.00%00.0%Unchanged
GoalVest Advisory LLC62$4.00K0.00%−4,197−98.5%Reduced
Oliver Lagore Vanvalin Investment Group55$4.00K0.00%−73−57.0%Reduced
Winch Advisory Services, LLC54$4.00K0.00%−54−50.0%Reduced
GPS Wealth Strategies Group, LLC56$4.00K0.00%00.0%Unchanged
Costello Asset Management, INC60$4.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC53$4.00K0.00%00.0%Unchanged
Byrne Asset Management LLC55$4.00K0.00%00.0%Unchanged
Cary Street Partners Asset Management LLC50$4.00K0.00%+50New
Tucker Asset Management LLC54$4.30K0.00%+54New
SRS Capital Advisors, Inc.73$5.00K0.00%−152−67.6%Reduced
Rocky Mountain Advisers, LLC71$5.00K0.01%00.0%Unchanged
Global Trust Asset Management, LLC71$5.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co79$6.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC82$6.00K0.01%00.0%Unchanged
Washington Trust Co81$6.00K0.00%+31+62.0%Added
Larson Financial Group LLC100$7.00K0.00%00.0%Unchanged
Sierra Capital LLC102$7.00K0.00%00.0%Unchanged
Repertoire Partners LP100$7.00K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.114$8.00K0.00%00.0%Unchanged
JJJ Advisors Inc.102$8.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC112$8.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.114$8.00K0.01%00.0%Unchanged
Capital Analysts, LLC123$9.00K0.00%00.0%Unchanged
Schubert & Co124$9.00K0.01%+64+106.7%Added
Adirondack Retirement Specialists, Inc.124$9.00K0.01%+124New
Highlander Capital Management, LLC136$10.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.137$10.0K0.02%00.0%Unchanged
Brown, Lisle/Cummings, Inc.150$10.8K0.01%00.0%Unchanged
Hoese & Co LLP152$11.0K0.01%00.0%Unchanged
Tevis Investment Management154$11.0K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC171$12.0K0.00%−70−29.0%Reduced
Versant Capital Management, Inc165$12.0K0.00%−35−17.5%Reduced
Tradewinds Capital Management, LLC171$12.0K0.00%+2+1.2%Added
HighMark Wealth Management LLC170$12.0K0.01%00.0%Unchanged
McMillion Capital Management Inc165$12.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P172$12.0K0.00%+172New
Key Financial Inc183$13.0K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC176$13.0K0.00%00.0%Unchanged
Heritage Wealth Management, LLC185$13.0K0.00%+13+7.6%Added
Mascoma Wealth Management LLC200$14.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC200$14.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC195$14.0K0.00%00.0%Unchanged
Siena Capital LLC200$14.0K0.01%00.0%Unchanged
First Community Trust NA188$14.0K0.02%00.0%Unchanged
Halpern Financial, Inc.217$15.6K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.262$18.8K0.00%+1+0.4%Added
Washington Trust Advisors, Inc.270$19.0K0.00%−62−18.7%Reduced
McIlrath & Eck, LLC263$19.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC267$19.0K0.00%00.0%Unchanged
First PREMIER Bank265$19.0K0.01%+265New
Goodwin Investment Advisory268$19.0K0.01%+268New
Raffa Wealth Management, LLC267$19.2K0.01%00.0%Unchanged
Bellevue Asset Management, LLC283$20.0K0.02%+2+0.7%Added
Money Concepts Capital Corp280$20.0K0.00%+280New
Capital Advisors, Ltd. LLC284$20.0K0.00%+284New
Jones Financial Companies LLLP288$21.0K0.00%−131−31.3%Reduced
Investors Research Corp290$21.0K0.01%00.0%Unchanged
Bank of New Hampshire290$21.0K0.01%00.0%Unchanged
Horan Securities, Inc.325$23.0K0.01%−15−4.4%Reduced
Independence Bank of Kentucky325$23.0K0.01%00.0%Unchanged
Princeton Global Asset Management LLC321$23.0K0.01%00.0%Unchanged
State of Wyoming328$24.0K0.01%−2,093−86.5%Reduced
Atlantic Trust, LLC340$24.0K0.01%+340New
Householder Group Estate & Retirement Specialist, LLC342$24.0K0.01%+342New
TD Ameritrade Investment Management, LLC354$25.0K0.00%−123−25.8%Reduced
Essex Investment Management Co LLC341$25.0K0.00%00.0%Unchanged
West Branch Capital LLC350$25.0K0.02%+350New
AllSquare Wealth Management LLC359$26.0K0.02%00.0%Unchanged
Front Row Advisors LLC359$26.0K0.01%+122+51.5%Added
Point72 Hong Kong Ltd379$27.0K0.00%−33,124−98.9%Reduced
Arlington Partners LLC384$28.0K0.01%00.0%Unchanged
Penserra Capital Management LLC404$29.0K0.00%−70−14.8%Reduced
Selway Asset Management400$29.0K0.02%+400New