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 |
|---|---|---|---|---|---|
| Crestone Asset Management LLC | 2,876 | $207.0K | 0.05% | +2,876 | New |
| Proequities, Inc. | 2,914 | $209.0K | 0.02% | +139+5.0% | Added |
| Shilanski & Associates, Inc. | 2,904 | $209.0K | 0.08% | +2,904 | New |
| Private Capital Management LLC | 2,904 | $209.0K | 0.08% | +2,904 | New |
| Colton Groome Financial Advisors, LLC | 2,909 | $209.0K | 0.11% | +2,909 | New |
| Cable Hill Partners, LLC | 2,925 | $210.0K | 0.04% | +2,925 | New |
| NewEdge Wealth, LLC | 2,938 | $211.0K | 0.01% | −2,931−49.9% | Reduced |
| Acropolis Investment Management, LLC | 2,937 | $211.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,948 | $212.0K | 0.04% | −73−2.4% | Reduced |
| Autus Asset Management, LLC | 2,996 | $215.0K | 0.04% | +2,996 | New |
| Romano Brothers and Company | 3,012 | $216.0K | 0.03% | +3,012 | New |
| Garrett Investment Advisors LLC | 3,000 | $216.0K | 0.05% | +3,000 | New |
| Paloma Partners Management Co | 3,013 | $217.0K | 0.04% | −7,370−71.0% | Reduced |
| Silvercrest Asset Management Group LLC | 3,024 | $217.0K | 0.00% | +3,024 | New |
| Ibex Wealth Advisors | 3,024 | $217.0K | 0.06% | +3,024 | New |
| Buttonwood Financial Advisors Inc. | 2,929 | $217.0K | 0.20% | +2,929 | New |
| Journey Strategic Wealth LLC | 3,013 | $217.0K | 0.03% | +3,013 | New |
| Convergence Investment Partners, LLC | 3,032 | $218.0K | 0.14% | +3,032 | New |
| Cherry Creek Investment Advisors, Inc. | 3,032 | $218.0K | 0.18% | +3,032 | New |
| Legacy Financial Advisors, Inc. | 3,050 | $219.0K | 0.05% | +3,050 | New |
| Berkeley, Inc | 3,053 | $219.4K | 0.18% | −214−6.6% | Reduced |
| Private Trust Co NA | 3,060 | $220.0K | 0.04% | −153−4.8% | Reduced |
| Wolff Wiese Magana LLC | 3,052 | $220.0K | 0.18% | +2,790+1,064.9% | Added |
| Carolinas Wealth Consulting LLC | 3,085 | $222.0K | 0.06% | −34−1.1% | Reduced |
| Warren Averett Asset Management, LLC | 3,080 | $222.0K | 0.02% | +3,080 | New |
| E Fund Management Co., Ltd. | 3,092 | $222.0K | 0.02% | +3,092 | New |
| Curated Wealth Partners LLC | 3,115 | $223.0K | 0.07% | +3,115 | New |
| AlphaCrest Capital Management LLC | 3,113 | $224.0K | 0.01% | −12,147−79.6% | Reduced |
| Trust Co of Virginia | 3,112 | $224.0K | 0.03% | −4,563−59.5% | Reduced |
| Pacer Advisors, Inc. | 3,114 | $224.0K | 0.00% | +714+29.8% | Added |
| Summit Financial, LLC | 3,131 | $225.0K | 0.02% | +3,131 | New |
| Cambridge Trust Co | 3,164 | $227.0K | 0.01% | +22+0.7% | Added |
| Noesis Capital Mangement Corp | 3,153 | $227.0K | 0.07% | +3,153 | New |
| Pittenger & Anderson Inc | 3,182 | $229.0K | 0.01% | −3,100−49.3% | Reduced |
| Stockman Wealth Management, Inc. | 3,184 | $229.0K | 0.06% | −142−4.3% | Reduced |
| Brave Asset Management Inc | 3,200 | $230.0K | 0.12% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,211 | $231.0K | 0.03% | −242−7.0% | Reduced |
| Verity & Verity, LLC | 3,235 | $232.0K | 0.04% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,235 | $232.0K | 0.14% | +3,235 | New |
| Wimmer Associates 1, LLC | 2,925 | $233.0K | 0.15% | +2,925 | New |
| Prime Capital Investment Advisors, LLC | 3,239 | $233.0K | 0.01% | +3,239 | New |
| Ausdal Financial Partners, Inc. | 3,253 | $234.0K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,272 | $235.0K | 0.30% | −954−22.6% | Reduced |
| Waddell & Associates, LLC | 3,264 | $235.0K | 0.05% | −89−2.7% | Reduced |
| C2C Wealth Management, LLC | 3,100 | $236.0K | 0.05% | +3,100 | New |
| Little House Capital LLC | 3,300 | $237.0K | 0.13% | −49−1.5% | Reduced |
| First Business Financial Services, Inc. | 12,068 | $238.0K | 0.03% | +8,753+264.0% | Added |
| DSC Advisors, L.P. | 3,335 | $240.0K | 0.26% | −786−19.1% | Reduced |
| St Germain D J Co Inc | 3,792 | $240.0K | 0.02% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,335 | $240.0K | 0.12% | 00.0% | Unchanged |
| Eastern Bank | 3,363 | $241.0K | 0.01% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 3,350 | $241.0K | 0.20% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,350 | $241.0K | 0.15% | +3,350 | New |
| Hudson Valley Investment Advisors Inc | 3,372 | $242.0K | 0.04% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,365 | $242.0K | 0.15% | +10.0% | Added |
| Journey Advisory Group, LLC | 3,374 | $242.0K | 0.06% | +3,374 | New |
| L2 Asset Management, LLC | 3,383 | $243.0K | 0.18% | +3,383 | New |
| Narus Financial Partners, LLC | 3,403 | $244.6K | 0.15% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 3,409 | $245.0K | 0.16% | +3,409 | New |
| Covestor Ltd | 3,456 | $249.0K | 0.22% | +559+19.3% | Added |
| LCM Capital Management Inc | 3,472 | $250.0K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,476 | $250.0K | 0.06% | +571+19.7% | Added |
| CWS Financial Advisors, LLC | 3,511 | $252.0K | 0.12% | +98+2.9% | Added |
| Cypress Wealth Services, LLC | 3,408 | $253.0K | 0.09% | −1,354−28.4% | Reduced |
| Garde Capital, Inc. | 3,547 | $255.0K | 0.03% | −3,923−52.5% | Reduced |
| Johnson Financial Group, Inc. | 3,217 | $256.0K | 0.02% | −4,697−59.4% | Reduced |
| Westshore Wealth, LLC | 3,563 | $256.0K | 0.18% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,565 | $256.0K | 0.02% | +3,565 | New |
| Kaizen Financial Strategies | 3,570 | $257.0K | 0.26% | −194−5.2% | Reduced |
| Sigma Investment Counselors Inc | 3,574 | $257.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,572 | $257.0K | 0.02% | +168+4.9% | Added |
| Equitable Holdings, Inc. | 3,577 | $257.0K | 0.01% | +3,577 | New |
| Chiron Capital Management, LLC | 3,600 | $259.0K | 0.17% | −2,000−35.7% | Reduced |
| Jacobi Capital Management LLC | 3,606 | $259.0K | 0.04% | +5+0.1% | Added |
| Klingenstein Fields & Co LP | 3,615 | $260.0K | 0.01% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 3,628 | $261.0K | 0.09% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,640 | $262.0K | 0.12% | +9+0.2% | Added |
| Avantax Planning Partners, Inc. | 3,639 | $262.0K | 0.01% | −306−7.8% | Reduced |
| Mather Group, LLC. | 3,650 | $262.0K | 0.01% | +290+8.6% | Added |
| West Coast Financial LLC | 3,665 | $263.0K | 0.05% | −430−10.5% | Reduced |
| Vantage Consulting Group Inc | 3,661 | $263.0K | 0.15% | −438−10.7% | Reduced |
| Syntax Advisors, LLC | 3,661 | $263.0K | 0.22% | −438−10.7% | Reduced |
| Carlson Capital Management | 3,664 | $263.0K | 0.02% | −29−0.8% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $263.0K | 0.01% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,654 | $263.0K | 3.80% | +12+0.3% | Added |
| Purus Wealth Management, LLC | 3,692 | $265.0K | 0.24% | −152−4.0% | Reduced |
| Crawford Investment Counsel Inc | 3,694 | $265.0K | 0.01% | −83−2.2% | Reduced |
| Absolute Capital Management, LLC | 3,700 | $265.9K | 0.35% | +300+8.8% | Added |
| Marshall Financial Group LLC | 3,707 | $266.0K | 0.11% | −290−7.3% | Reduced |
| Beaumont Financial Partners, LLC | 3,700 | $266.0K | 0.03% | +25+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,660 | $266.0K | 0.01% | +3,660 | New |
| Founders Capital Management | 3,714 | $267.0K | 0.22% | 00.0% | Unchanged |
| Riverview Trust Co | 3,711 | $267.0K | 0.26% | +1,162+45.6% | Added |
| Souders Financial Advisors | 3,740 | $269.0K | 0.07% | −13−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 3,744 | $269.0K | 0.01% | +68+1.8% | Added |
| Sonora Investment Management Group, LLC | 4,270 | $270.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,770 | $271.0K | 0.02% | −402−9.6% | Reduced |
| Affinity Capital Advisors, LLC | 3,769 | $271.0K | 0.09% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,784 | $272.0K | 0.02% | −106−2.7% | Reduced |
| Brighton Jones LLC | 3,786 | $272.0K | 0.02% | +102+2.8% | Added |