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, 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carolina Wealth Advisors, LLC | 415 | $30.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 441 | $32.0K | 0.00% | −51−10.4% | Reduced |
| Financial Connections Group, Inc. | 447 | $32.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 441 | $32.0K | 0.02% | +29+7.0% | Added |
| Exos TFP Holdings LLC | 470 | $34.0K | 0.02% | +470 | New |
| Column Capital Advisors, LLC | 492 | $35.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 483 | $35.0K | 0.00% | +1+0.2% | Added |
| CVA Family Office, LLC | 503 | $36.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 500 | $36.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 495 | $36.0K | 0.01% | +495 | New |
| Mach-1 Financial Group, Inc. | 535 | $38.0K | 0.04% | +85+18.9% | Added |
| Abound Wealth Management | 539 | $38.7K | 0.02% | +539 | New |
| North Star Investment Management Corp. | 552 | $40.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 560 | $40.0K | 0.03% | +560 | New |
| TD Waterhouse Canada Inc. | 561 | $41.1K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 578 | $42.0K | 0.01% | +268+86.5% | Added |
| RWM Asset Management, LLC | 603 | $43.0K | 0.01% | −108−15.2% | Reduced |
| Gould Capital, LLC | 600 | $43.0K | 0.04% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 592 | $43.0K | 0.06% | +592 | New |
| Arrow Financial Corp | 625 | $45.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 625 | $45.0K | 0.00% | +56+9.8% | Added |
| American National Bank | 642 | $46.0K | 0.01% | +62+10.7% | Added |
| MCF Advisors LLC | 663 | $48.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 682 | $49.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 722 | $52.0K | 0.01% | +53+7.9% | Added |
| Hexagon Capital Partners LLC | 753 | $54.0K | 0.02% | −413−35.4% | Reduced |
| Bangor Savings Bank | 750 | $54.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 756 | $54.0K | 0.01% | +221+41.3% | Added |
| Glen Eagle Advisors, LLC | 762 | $54.8K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 760 | $55.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 810 | $58.0K | 0.01% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 815 | $59.0K | 0.13% | +280+52.3% | Added |
| Kistler-Tiffany Companies, LLC | 833 | $60.0K | 0.01% | +615+282.1% | Added |
| Crewe Advisors LLC | 863 | $62.0K | 0.01% | +186+27.5% | Added |
| Endurance Wealth Management, Inc. | 952 | $68.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 966 | $69.0K | 0.02% | +99+11.4% | Added |
| City Holding Co | 975 | $70.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 974 | $70.0K | 0.02% | +2+0.2% | Added |
| Farmers & Merchants Investments Inc | 985 | $71.0K | 0.00% | +190+23.9% | Added |
| Zions Bancorporation, N.A. | 981 | $71.0K | 0.01% | +215+28.1% | Added |
| America First Investment Advisors, LLC | 1,000 | $72.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 1,000 | $72.0K | 0.05% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $72.0K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,026 | $73.0K | 0.02% | +1+0.1% | Added |
| Leonteq Securities AG | 1,040 | $74.7K | 0.00% | −7,659−88.0% | Reduced |
| Disciplined Investments, LLC | 1,080 | $78.0K | 0.04% | +45+4.3% | Added |
| Old North State Trust, LLC | 1,092 | $78.0K | 0.07% | +1,092 | New |
| Global Financial Private Client, LLC | 1,071 | $78.4K | 0.05% | +305+39.8% | Added |
| Hantz Financial Services, Inc. | 1,140 | $82.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,165 | $84.0K | 0.02% | +127+12.2% | Added |
| Axiom Investment Management LLC | 1,187 | $85.0K | 0.17% | +1,187 | New |
| Oakworth Capital, Inc. | 1,200 | $87.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,213 | $87.0K | 0.01% | +1,213 | New |
| Baystate Wealth Management LLC | 1,248 | $90.0K | 0.01% | +4+0.3% | Added |
| West Paces Advisors Inc. | 1,258 | $90.4K | 0.03% | −12−0.9% | Reduced |
| FourThought Financial, LLC | 1,269 | $91.0K | 0.01% | +1,022+413.8% | Added |
| Dividend Assets Capital, LLC | 1,342 | $96.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,350 | $97.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 1,466 | $105.0K | 0.02% | −3−0.2% | Reduced |
| Massmutual Trust Co FSB | 1,461 | $105.0K | 0.00% | +510+53.6% | Added |
| Corsicana & Co. | 1,500 | $108.0K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,510 | $109.0K | 0.02% | +1+0.1% | Added |
| Tradition Wealth Management, LLC | 1,528 | $110.0K | 0.02% | +1,528 | New |
| Barrett & Company, Inc. | 1,388 | $115.6K | 0.08% | +1,388 | New |
| Western Pacific Wealth Management, LP | 1,654 | $118.0K | 0.12% | +1,654 | New |
| Icon Wealth Advisors, LLC | 1,640 | $118.0K | 0.01% | +1,640 | New |
| Hills Bank & Trust Co | 1,682 | $120.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,676 | $120.0K | 0.04% | +40+2.4% | Added |
| Rock Creek Group, LP | 1,714 | $123.0K | 0.02% | +579+51.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,762 | $127.0K | 0.02% | −7,200−80.3% | Reduced |
| Optimum Investment Advisors | 1,766 | $127.0K | 0.07% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,800 | $129.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,817 | $131.0K | 0.02% | −98−5.1% | Reduced |
| Edge Capital Group, LLC | 1,871 | $134.0K | 0.01% | −203−9.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,911 | $137.0K | 0.04% | −231−10.8% | Reduced |
| Pflug Koory, LLC | 1,926 | $138.0K | 0.08% | −1,011−34.4% | Reduced |
| Castleview Partners, LLC | 1,919 | $138.0K | 0.13% | +1,222+175.3% | Added |
| Mizuho Securities Co. Ltd. | 1,940 | $139.0K | 0.05% | +1,940 | New |
| Coastal Capital Group, Inc. | 2,054 | $148.0K | 0.04% | +6+0.3% | Added |
| Pinnacle Bancorp, Inc. | 2,132 | $153.0K | 0.07% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,134 | $153.0K | 0.15% | −34−1.6% | Reduced |
| South State Corp. | 2,215 | $159.0K | 0.02% | +198+9.8% | Added |
| Tobam | 2,269 | $163.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2,309 | $165.0K | 0.05% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,297 | $165.0K | 0.67% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,411 | $173.0K | 0.00% | −16,441−87.2% | Reduced |
| Harvest Fund Management Co., Ltd | 2,526 | $182.0K | 0.05% | +57+2.3% | Added |
| Evoke Wealth, LLC | 2,683 | $193.0K | 0.01% | +72+2.8% | Added |
| Glassman Wealth Services | 2,700 | $194.0K | 0.04% | +63+2.4% | Added |
| TCG Advisory Services, LLC | 2,801 | $201.0K | 0.06% | +2,801 | New |
| Fagan Associates, Inc. | 2,813 | $202.0K | 0.06% | +2,813 | New |
| Old Port Advisors | 2,655 | $202.0K | 0.08% | +2,655 | New |
| StoneX Group Inc. | 2,816 | $202.4K | 0.03% | −3,632−56.3% | Reduced |
| Five Oceans Advisors | 2,820 | $203.0K | 0.16% | +2,820 | New |
| Bremer Bank National Association | 2,842 | $204.0K | 0.05% | −977−25.6% | Reduced |
| Jeppson Wealth Management, LLC | 2,866 | $206.0K | 0.09% | −510−15.1% | Reduced |
| Financial Architects, Inc | 2,873 | $206.0K | 0.04% | +2,873 | New |
| Halbert Hargrove Global Advisors, LLC | 2,857 | $206.0K | 0.02% | +2,857 | New |
| Veracity Capital LLC | 2,865 | $206.0K | 0.11% | +2,865 | New |
| Alliance Wealth Advisors, LLC | 2,860 | $206.0K | 0.19% | +2,860 | New |