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 |
|---|---|---|---|---|---|
| Index Fund Advisors, Inc. | 5,244 | $377.0K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 5,243 | $377.0K | 0.01% | +67+1.3% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $381.0K | 0.32% | 00.0% | Unchanged |
| Family Legacy, Inc. | 5,321 | $382.0K | 0.19% | 00.0% | Unchanged |
| Cipher Capital LP | 5,321 | $382.0K | 0.06% | +5,321 | New |
| American Money Management, LLC | 5,329 | $383.0K | 0.12% | +105+2.0% | Added |
| Knightsbridge Asset Management, LLC | 5,354 | $385.0K | 0.08% | −1,853−25.7% | Reduced |
| Court Place Advisors, LLC | 5,350 | $385.0K | 0.15% | −150−2.7% | Reduced |
| Fayez Sarofim & Co | 5,363 | $385.0K | 0.00% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 5,356 | $385.0K | 0.16% | +1,040+24.1% | Added |
| Hyman Charles D | 5,381 | $387.0K | 0.03% | +25+0.5% | Added |
| Aberdeen Wealth Management LLC | 5,409 | $389.0K | 0.34% | +10.0% | Added |
| Cutler Group LP | 5,417 | $389.0K | 0.05% | +1,087+25.1% | Added |
| Mirova | 5,441 | $391.0K | 0.07% | −3,198−37.0% | Reduced |
| Welch & Forbes LLC | 5,462 | $392.0K | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,460 | $392.0K | 0.11% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,453 | $392.0K | 0.03% | +1,004+22.6% | Added |
| Tompkins Financial Corp | 5,474 | $393.0K | 0.07% | −761−12.2% | Reduced |
| Pearl River Capital, LLC | 5,497 | $395.0K | 0.07% | −48,482−89.8% | Reduced |
| Addison Advisors LLC | 5,502 | $395.0K | 0.24% | +9+0.2% | Added |
| Lincoln National Corp | 5,494 | $395.0K | 0.01% | +219+4.2% | Added |
| Connacht Asset Management LP | 5,516 | $396.0K | 0.75% | +10+0.2% | Added |
| Ridgecrest Wealth Partners, LLC | 5,508 | $396.0K | 0.32% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,522 | $397.0K | 0.10% | −40−0.7% | Reduced |
| Arete Wealth Advisors, LLC | 5,534 | $398.0K | 0.04% | −23,537−81.0% | Reduced |
| RNC Capital Management LLC | 5,576 | $401.0K | 0.03% | −1,942−25.8% | Reduced |
| NinePointTwo Capital | 5,596 | $402.0K | 0.16% | −1,294−18.8% | Reduced |
| Berkshire Asset Management LLC | 5,589 | $402.0K | 0.03% | +200+3.7% | Added |
| Two Sigma Securities, LLC | 5,589 | $402.0K | 0.06% | +5,589 | New |
| Boston Trust Walden Corp | 5,614 | $403.0K | 0.00% | +309+5.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,613 | $403.0K | 0.10% | +2,338+71.4% | Added |
| Credential Qtrade Securities Inc. | 5,640 | $405.3K | 0.03% | −20−0.4% | Reduced |
| Principle Wealth Partners LLC | 5,664 | $407.0K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,680 | $408.0K | 0.03% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,687 | $409.0K | 0.06% | +68+1.2% | Added |
| Wealthcare Advisory Partners LLC | 5,691 | $409.0K | 0.02% | +803+16.4% | Added |
| CNB Bank | 5,702 | $410.0K | 0.28% | −10.0% | Reduced |
| Traynor Capital Management, Inc. | 5,707 | $410.0K | 0.07% | +313+5.8% | Added |
| Studio Investment Management LLC | 5,732 | $412.0K | 0.15% | −799−12.2% | Reduced |
| ASB Consultores, LLC | 5,729 | $412.0K | 0.19% | +1,864+48.2% | Added |
| Harbour Investments, Inc. | 6,537 | $413.0K | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 5,748 | $413.0K | 0.03% | −619−9.7% | Reduced |
| Stock Yards Bank & Trust Co | 5,768 | $414.0K | 0.02% | 00.0% | Unchanged |
| Bank of the West | 5,831 | $419.0K | 0.05% | −156−2.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,853 | $421.0K | 0.07% | +57+1.0% | Added |
| Transcend Wealth Collective, LLC | 5,869 | $422.0K | 0.05% | −408−6.5% | Reduced |
| Moors & Cabot, Inc. | 5,875 | $422.0K | 0.03% | +31+0.5% | Added |
| National Bank of Canada | 5,888 | $423.0K | 0.00% | −533,050−98.9% | Reduced |
| Moneta Group Investment Advisors LLC | 5,886 | $423.0K | 0.02% | −635−9.7% | Reduced |
| Colony Family Offices, LLC | 5,900 | $424.0K | 0.18% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 5,910 | $425.0K | 0.15% | +625+11.8% | Added |
| Plante Moran Financial Advisors, LLC | 5,922 | $426.0K | 0.07% | −353−5.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,962 | $428.0K | 0.02% | +852+16.7% | Added |
| Rehmann Capital Advisory Group | 5,976 | $429.5K | 0.05% | +25+0.4% | Added |
| Kingsview Wealth Management, LLC | 5,991 | $431.0K | 0.02% | +604+11.2% | Added |
| Peak Planning Group, LLC | 6,004 | $431.5K | 0.40% | +6,004 | New |
| PCG Wealth Advisors, LLC | 6,022 | $433.0K | 0.15% | +331+5.8% | Added |
| Freestone Capital Holdings, LLC | 6,021 | $433.0K | 0.02% | +2,363+64.6% | Added |
| WESPAC Advisors SoCal, LLC | 5,455 | $435.0K | 0.18% | −7,083−56.5% | Reduced |
| RFG Advisory, LLC | 5,477 | $436.0K | 0.02% | +1,316+31.6% | Added |
| Keel Point, LLC | 6,082 | $437.0K | 0.08% | +1,723+39.5% | Added |
| BTR Capital Management Inc | 6,092 | $438.0K | 0.07% | +105+1.8% | Added |
| Proficio Capital Partners LLC | 6,093 | $439.0K | 0.08% | −2,458−28.7% | Reduced |
| Wintrust Investments LLC | 6,114 | $439.0K | 0.05% | −177−2.8% | Reduced |
| Pointe Capital Management LLC | 6,122 | $440.0K | 0.35% | +65+1.1% | Added |
| Advisors Capital Management, LLC | 5,774 | $442.0K | 0.01% | −621−9.7% | Reduced |
| IFG Advisory, LLC | 6,175 | $443.0K | 0.04% | +144+2.4% | Added |
| Qtron Investments LLC | 6,198 | $445.0K | 0.11% | +6,198 | New |
| TAGStone Capital, Inc. | 6,204 | $446.0K | 0.41% | +19+0.3% | Added |
| Cetera Advisors LLC | 6,217 | $447.0K | 0.01% | +33+0.5% | Added |
| Rosenberg Matthew Hamilton | 6,244 | $449.0K | 0.17% | +278+4.7% | Added |
| FLC Capital Advisors | 6,263 | $450.0K | 0.16% | +597+10.5% | Added |
| TCI Wealth Advisors, Inc. | 6,287 | $452.0K | 0.07% | −898−12.5% | Reduced |
| Ergoteles LLC | 6,320 | $454.0K | 0.02% | −61,694−90.7% | Reduced |
| Venture Visionary Partners LLC | 6,328 | $454.0K | 0.04% | +65+1.0% | Added |
| Fiera Capital Corp | 6,500 | $467.0K | 0.00% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,506 | $467.0K | 0.31% | +338+5.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,524 | $469.0K | 0.06% | −13−0.2% | Reduced |
| First Dallas Securities Inc. | 6,595 | $474.0K | 0.33% | −105−1.6% | Reduced |
| RMR Wealth Builders | 6,599 | $474.0K | 0.12% | +245+3.9% | Added |
| Atticus Wealth Management, LLC | 7,522 | $475.0K | 0.23% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 6,603 | $475.0K | 0.39% | +855+14.9% | Added |
| Hartline Investment Corp | 6,603 | $475.0K | 0.39% | +6,603 | New |
| Radnor Capital Management, LLC | 6,620 | $476.0K | 0.14% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6,656 | $478.0K | 0.04% | −4,204−38.7% | Reduced |
| Claro Advisors LLC | 7,572 | $478.0K | 0.19% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,648 | $478.0K | 0.11% | +653+10.9% | Added |
| BSW Wealth Partners | 6,670 | $479.0K | 0.12% | −162−2.4% | Reduced |
| NBT Bank N A | 6,729 | $484.0K | 0.08% | −84−1.2% | Reduced |
| Main Street Financial Solutions, LLC | 6,729 | $484.0K | 0.08% | +40+0.6% | Added |
| DRW Securities, L.L.C. | 6,741 | $484.0K | 0.15% | +6,741 | New |
| GraniteShares Advisors LLC | 6,772 | $486.0K | 0.39% | +6,772 | New |
| Integrated Wealth Concepts LLC | 6,771 | $487.0K | 0.02% | +577+9.3% | Added |
| Focus Financial Network, Inc. | 6,827 | $490.6K | 0.04% | +126+1.9% | Added |
| 44 Wealth Management LLC | 6,863 | $493.0K | 0.20% | −1,719−20.0% | Reduced |
| InterOcean Capital Group, LLC | 6,880 | $494.0K | 0.02% | +615+9.8% | Added |
| Orca Investment Management, LLC | 6,896 | $496.0K | 0.65% | −180−2.5% | Reduced |
| Corton Capital Inc. | 6,910 | $497.0K | 0.61% | +1,910+38.2% | Added |
| Sigma Planning Corp | 6,954 | $500.0K | 0.02% | −172−2.4% | Reduced |
| First National Bank of Hutchinson | 7,010 | $504.0K | 0.40% | −476−6.4% | Reduced |