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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 3,783 | $272.0K | 0.03% | +3,783 | New |
| Carson Advisory Inc. | 3,803 | $273.0K | 0.30% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 3,800 | $273.0K | 0.20% | +300+8.6% | Added |
| Kathleen S. Wright Associates Inc. | 3,812 | $274.0K | 0.22% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,833 | $275.0K | 0.03% | +23+0.6% | Added |
| Atlas Private Wealth Management | 3,829 | $275.0K | 0.20% | +151+4.1% | Added |
| Davidson Investment Advisors | 3,835 | $276.0K | 0.02% | −2,340−37.9% | Reduced |
| Baxter Bros Inc | 3,837 | $276.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 3,839 | $276.0K | 0.02% | +10.0% | Added |
| Norris Perne & French LLP | 3,850 | $277.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 3,853 | $277.0K | 0.04% | +3,853 | New |
| Lindbrook Capital, LLC | 3,875 | $278.0K | 0.05% | +1,143+41.8% | Added |
| Parkside Advisors LLC | 3,881 | $279.0K | 0.11% | −461−10.6% | Reduced |
| Grandfield & Dodd, LLC | 3,961 | $280.0K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 3,889 | $280.0K | 0.00% | +220+6.0% | Added |
| PDS Planning, Inc | 3,906 | $281.0K | 0.05% | +368+10.4% | Added |
| Retirement Planning Group | 3,912 | $281.0K | 0.04% | +3,912 | New |
| Trustmark National Bank Trust Department | 3,922 | $282.0K | 0.03% | +250+6.8% | Added |
| IHT Wealth Management, LLC | 3,934 | $283.0K | 0.02% | +3,934 | New |
| Wisconsin Capital Management LLC | 4,000 | $287.0K | 0.22% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $287.0K | 0.11% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,000 | $287.0K | 0.18% | +4,000 | New |
| Triad Investment Management | 4,005 | $288.0K | 0.50% | 00.0% | Unchanged |
| Essex LLC | 4,044 | $291.0K | 0.10% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,049 | $291.0K | 0.04% | +224+5.9% | Added |
| CWM Advisors, LLC | 4,048 | $291.0K | 0.04% | +4,048 | New |
| Sanders Morris Harris LLC | 4,000 | $293.0K | 0.07% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 4,100 | $295.0K | 0.14% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,100 | $295.0K | 0.08% | +4,100 | New |
| Astoria Portfolio Advisors LLC. | 4,140 | $298.0K | 0.20% | −150−3.5% | Reduced |
| Rosenbaum Jay D. | 4,150 | $298.0K | 0.69% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 4,142 | $298.0K | 0.09% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,177 | $300.0K | 0.05% | +598+16.7% | Added |
| Good Life Advisors, LLC | 4,187 | $301.0K | 0.04% | +4,187 | New |
| N.E.W. Advisory Services LLC | 4,208 | $302.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4,214 | $302.9K | 0.12% | +6+0.1% | Added |
| RMB Capital Management, LLC | 4,223 | $304.0K | 0.01% | −423−9.1% | Reduced |
| HMS Capital Management, LLC | 4,250 | $305.0K | 0.19% | −574−11.9% | Reduced |
| Capital Investment Advisors, LLC | 4,240 | $305.0K | 0.01% | +477+12.7% | Added |
| Trustcore Financial Services, LLC | 4,261 | $306.0K | 0.03% | −77−1.8% | Reduced |
| Defined Wealth Management, LLC | 4,267 | $307.0K | 0.33% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,275 | $307.2K | 0.14% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,288 | $308.0K | 0.13% | +292+7.3% | Added |
| Alpha Cubed Investments, LLC | 4,295 | $309.0K | 0.02% | −2,310−35.0% | Reduced |
| Financial Management Professionals, Inc. | 4,317 | $310.0K | 0.07% | +2,018+87.8% | Added |
| Institute for Wealth Management, LLC. | 4,330 | $311.0K | 0.07% | −30−0.7% | Reduced |
| Alps Advisors Inc | 4,344 | $312.0K | 0.00% | +4,344 | New |
| 9258 Wealth Management, LLC | 4,349 | $313.0K | 0.08% | +4,349 | New |
| Financial Enhancement Group LLC | 4,387 | $315.0K | 0.07% | +116+2.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,381 | $315.0K | 0.02% | +2,305+111.0% | Added |
| CKW Financial Group | 4,400 | $316.0K | 0.06% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 4,400 | $316.0K | 0.02% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 4,449 | $320.0K | 0.07% | +40+0.9% | Added |
| Operose Advisors LLC | 4,485 | $322.0K | 0.21% | −138−3.0% | Reduced |
| Centaurus Financial, Inc. | 4,480 | $322.0K | 0.03% | +4,480 | New |
| Yorktown Management & Research Co Inc | 4,500 | $323.0K | 0.42% | +4,500 | New |
| Vista Private Wealth Partners. LLC | 4,435 | $325.0K | 0.18% | +4+0.1% | Added |
| Chilton Investment Co LLC | 4,519 | $325.0K | 0.01% | +4,519 | New |
| Keene & Associates, Inc. | 4,541 | $326.0K | 0.30% | −50−1.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,541 | $326.0K | 0.15% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,550 | $327.0K | 0.07% | +274+6.4% | Added |
| Garrison Bradford & Associates Inc | 4,549 | $327.0K | 0.40% | +434+10.5% | Added |
| Trail Ridge Investment Advisors, LLC | 4,180 | $328.0K | 0.22% | 00.0% | Unchanged |
| Standard Family Office LLC | 4,583 | $329.0K | 0.14% | +4,583 | New |
| Premier Fund Managers Ltd | 4,572 | $332.0K | 0.02% | −761,175−99.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,619 | $332.0K | 0.09% | −137−2.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,620 | $332.0K | 0.12% | +341+8.0% | Added |
| Parkside Financial Bank & Trust | 4,635 | $333.0K | 0.11% | −35−0.7% | Reduced |
| Abbrea Capital, LLC | 4,638 | $333.0K | 0.06% | +425+10.1% | Added |
| Tiedemann Advisors, LLC | 4,670 | $335.0K | 0.02% | −825−15.0% | Reduced |
| Delta Financial Advisors LLC | 4,681 | $336.0K | 0.18% | −65−1.4% | Reduced |
| Cardiff Park Advisors, LLC | 4,677 | $336.0K | 0.05% | −25−0.5% | Reduced |
| Circle Wealth Management, LLC | 4,680 | $336.0K | 0.06% | +4,680 | New |
| Financial Advisory Corp | 4,692 | $337.0K | 0.19% | +775+19.8% | Added |
| Redwood Investment Management, LLC | 4,727 | $340.0K | 0.07% | +4,727 | New |
| National Wealth Management Group, LLC | 4,753 | $341.6K | 0.44% | +4,753 | New |
| Tranquilli Financial Advisor LLC | 4,793 | $344.0K | 0.27% | +4,793 | New |
| First Horizon Advisors, Inc. | 4,839 | $346.0K | 0.01% | +217+4.7% | Added |
| Robertson Stephens Wealth Management, LLC | 4,835 | $347.0K | 0.04% | +4+0.1% | Added |
| Zimmermann Investment Management & Planning LLC | 4,845 | $348.0K | 0.22% | +4,845 | New |
| Childress Capital Advisors, LLC | 4,856 | $354.0K | 0.14% | −62−1.3% | Reduced |
| Aaron Wealth Advisors | 4,927 | $354.0K | 0.07% | +1,393+39.4% | Added |
| Teamwork Financial Advisors, LLC | 4,957 | $356.0K | 0.08% | −2,714−35.4% | Reduced |
| Ropes Wealth Advisors LLC | 4,957 | $356.0K | 0.07% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,960 | $357.0K | 0.20% | +1,312+36.0% | Added |
| Dynamic Advisor Solutions LLC | 5,030 | $361.0K | 0.03% | +418+9.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $363.0K | 0.03% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 5,060 | $364.0K | 0.30% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 5,790 | $366.0K | 0.15% | 00.0% | Unchanged |
| Norway Savings Bank | 5,095 | $366.0K | 0.20% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 5,092 | $366.0K | 0.45% | +5,092 | New |
| Horizon Investments, LLC | 5,116 | $367.0K | 0.01% | −7,183−58.4% | Reduced |
| Prospera Financial Services Inc | 5,105 | $367.0K | 0.02% | +191+3.9% | Added |
| Asset Management Resources, LLC | 5,125 | $368.0K | 0.36% | +43+0.8% | Added |
| Desjardins Global Asset Management Inc. | 5,136 | $369.0K | 0.05% | +150+3.0% | Added |
| Highland Private Wealth Management | 5,171 | $371.0K | 0.06% | +391+8.2% | Added |
| Diligent Investors, LLC | 5,183 | $373.0K | 0.13% | −100−1.9% | Reduced |
| Integrated Investment Consultants, LLC | 5,191 | $373.0K | 0.15% | +5,191 | New |
| Smithfield Trust Co | 5,241 | $375.0K | 0.03% | +98+1.9% | Added |
| Savant Capital, LLC | 5,229 | $376.0K | 0.01% | +27+0.5% | Added |