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 |
|---|---|---|---|---|---|
| Delphia (USA) Inc. | 7,039 | $506.0K | 0.58% | +82+1.2% | Added |
| Capula Management Ltd | 7,050 | $507.0K | 0.06% | +1,258+21.7% | Added |
| Equitable Trust Co | 7,091 | $510.0K | 0.04% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 7,185 | $516.0K | 0.46% | 00.0% | Unchanged |
| Stonnington Group, LLC | 7,547 | $519.0K | 0.15% | −5,000−39.9% | Reduced |
| GFG Capital, LLC | 7,248 | $521.0K | 0.17% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 7,303 | $525.0K | 0.05% | −1,263−14.7% | Reduced |
| Summit X, LLC | 7,234 | $527.0K | 0.16% | +883+13.9% | Added |
| Ronald Blue Trust, Inc. | 8,351 | $528.0K | 0.01% | +2,738+48.8% | Added |
| Koshinski Asset Management, Inc. | 7,360 | $529.0K | 0.06% | +3,623+96.9% | Added |
| Bragg Financial Advisors, Inc | 7,371 | $530.0K | 0.04% | −338−4.4% | Reduced |
| Personal Cfo Solutions, LLC | 7,369 | $530.0K | 0.13% | +1,610+28.0% | Added |
| Cavalier Investments, LLC | 7,456 | $536.0K | 0.19% | −621−7.7% | Reduced |
| Athena Investment Management | 7,458 | $536.0K | 0.45% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 7,473 | $537.0K | 0.81% | +84+1.1% | Added |
| Ellevest, Inc. | 7,477 | $537.0K | 0.05% | +2,934+64.6% | Added |
| Arkadios Wealth Advisors | 7,527 | $541.0K | 0.08% | +203+2.8% | Added |
| Bahl & Gaynor Inc | 7,533 | $541.0K | 0.00% | +953+14.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,545 | $542.0K | 0.17% | −100−1.3% | Reduced |
| Wedmont Private Capital | 7,554 | $543.0K | 0.11% | +2,423+47.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 7,561 | $543.4K | 0.15% | −79−1.0% | Reduced |
| Mutual Advisors, LLC | 7,576 | $544.0K | 0.03% | −3,157−29.4% | Reduced |
| Zeke Capital Advisors, LLC | 7,590 | $546.0K | 0.04% | −130−1.7% | Reduced |
| Keystone Financial Services | 7,052 | $546.0K | 0.32% | −93−1.3% | Reduced |
| Eqis Capital Management, Inc. | 7,642 | $549.2K | 0.06% | −739−8.8% | Reduced |
| Ninety One SA (PTY) Ltd | 7,720 | $555.0K | 0.22% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 7,747 | $557.0K | 0.36% | +473+6.5% | Added |
| FinTrust Capital Advisors, LLC | 8,129 | $558.0K | 0.14% | +7+0.1% | Added |
| SeaCrest Wealth Management, LLC | 7,761 | $558.0K | 0.08% | +1,010+15.0% | Added |
| Albion Financial Group | 7,810 | $561.0K | 0.06% | −61−0.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,800 | $561.0K | 0.05% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,840 | $563.0K | 0.08% | 00.0% | Unchanged |
| Edgewood Management LLC | 7,960 | $572.0K | 0.00% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 7,990 | $574.0K | 0.07% | −2,400−23.1% | Reduced |
| Algert Global LLC | 7,980 | $574.0K | 0.03% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 8,011 | $576.0K | 0.24% | −113−1.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,055 | $578.0K | 0.06% | −237−2.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 8,070 | $580.0K | 0.16% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 8,162 | $587.0K | 0.02% | +350+4.5% | Added |
| DAGCO, Inc. | 8,180 | $588.0K | 0.37% | −100−1.2% | Reduced |
| Navalign, LLC | 8,263 | $594.0K | 0.27% | +494+6.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,291 | $596.0K | 0.11% | +43+0.5% | Added |
| HB Wealth Management, LLC | 8,297 | $596.0K | 0.01% | +1,629+24.4% | Added |
| Baldwin Investment Management, LLC | 8,300 | $597.0K | 0.23% | −3,758−31.2% | Reduced |
| Monograph Wealth Advisors, LLC | 8,329 | $599.0K | 0.20% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 8,376 | $602.0K | 0.50% | +202+2.5% | Added |
| Spire Wealth Management | 8,474 | $609.0K | 0.04% | −3,672−30.2% | Reduced |
| Copperleaf Capital, LLC | 8,505 | $611.0K | 0.66% | +8,505 | New |
| Seelaus Asset Management LLC | 8,559 | $615.0K | 0.49% | +8,559 | New |
| Boston Financial Mangement LLC | 8,629 | $620.0K | 0.03% | −14−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 8,777 | $631.0K | 0.04% | −1,777−16.8% | Reduced |
| Americana Partners, LLC | 8,898 | $639.0K | 0.11% | +255+3.0% | Added |
| Burton Enright Welch | 8,937 | $642.3K | 0.32% | −1,924−17.7% | Reduced |
| Intrust Bank NA | 8,947 | $643.0K | 0.10% | −92−1.0% | Reduced |
| AllGen Financial Advisors, Inc. | 8,951 | $643.3K | 0.50% | +8,951 | New |
| Concentric Wealth Management, LLC | 8,954 | $644.0K | 0.24% | +20.0% | Added |
| Cozad Asset Management Inc | 8,996 | $647.0K | 0.10% | −13−0.1% | Reduced |
| IFP Advisors, Inc | 14,877 | $650.0K | 0.02% | +2,524+20.4% | Added |
| Ironwood Financial, llc | 9,111 | $655.0K | 0.22% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 9,143 | $657.0K | 0.34% | +32+0.4% | Added |
| Patriot Investment Management Inc. | 9,157 | $658.0K | 0.07% | −389−4.1% | Reduced |
| Violich Capital Management, Inc. | 9,255 | $665.0K | 0.13% | −1,350−12.7% | Reduced |
| Apriem Advisors | 9,286 | $667.0K | 0.12% | −550−5.6% | Reduced |
| SNS Financial Group, LLC | 9,284 | $667.0K | 0.10% | +70+0.8% | Added |
| Inverness Counsel LLC | 9,314 | $669.0K | 0.04% | −400−4.1% | Reduced |
| Balentine LLC | 9,358 | $673.0K | 0.03% | −4,414−32.1% | Reduced |
| Orion Portfolio Solutions, LLC | 9,361 | $673.0K | 0.03% | +2,845+43.7% | Added |
| Lyell Wealth Management, LP | 9,455 | $680.0K | 0.12% | +745+8.6% | Added |
| Sequoia Financial Advisors, LLC | 9,473 | $681.0K | 0.02% | −4,645−32.9% | Reduced |
| Greenline Partners, LLC | 9,499 | $683.0K | 0.16% | +9,499 | New |
| Axxcess Wealth Management, LLC | 9,660 | $695.0K | 0.07% | +5,096+111.7% | Added |
| Sustainable Insight Capital Management, LLC | 9,700 | $697.0K | 0.81% | −11,500−54.2% | Reduced |
| Drive Wealth Management, LLC | 9,700 | $697.0K | 0.66% | +32+0.3% | Added |
| Meridian Wealth Management, LLC | 9,707 | $698.0K | 0.08% | +69+0.7% | Added |
| Pitcairn Co | 9,717 | $698.0K | 0.08% | +121+1.3% | Added |
| Clearstead Advisors, LLC | 9,720 | $699.0K | 0.06% | +217+2.3% | Added |
| Ashton Thomas Private Wealth, LLC | 9,862 | $708.8K | 0.08% | +68+0.7% | Added |
| Cannell Peter B & Co Inc | 9,873 | $710.0K | 0.03% | +527+5.6% | Added |
| Symmetry Partners, LLC | 9,966 | $716.0K | 0.05% | +558+5.9% | Added |
| Compass Advisory Group LLC | 10,000 | $719.0K | 0.40% | 00.0% | Unchanged |
| Crestline Management, LP | 10,000 | $719.0K | 0.10% | +10,000 | New |
| Nuance Investments, LLC | 10,091 | $725.0K | 0.02% | −139,704−93.3% | Reduced |
| Altfest L J & Co Inc | 10,089 | $725.0K | 0.14% | +5,039+99.8% | Added |
| Logan Capital Management Inc | 10,097 | $726.0K | 0.04% | +266+2.7% | Added |
| Sentry Investment Management LLC | 10,141 | $729.0K | 0.35% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,186 | $732.0K | 0.49% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,238 | $736.0K | 0.07% | +10,238 | New |
| Riverwater Partners LLC | 10,255 | $737.0K | 0.74% | 00.0% | Unchanged |
| Glenview Trust Co | 10,267 | $738.0K | 0.03% | +303+3.0% | Added |
| Monte Financial Group, LLC | 10,397 | $747.0K | 0.46% | +165+1.6% | Added |
| TownSquare Capital, LLC | 10,404 | $748.0K | 0.02% | +1,057+11.3% | Added |
| Kiley Juergens Wealth Management, LLC | 10,431 | $749.0K | 0.35% | −196−1.8% | Reduced |
| Grove Bank & Trust | 10,422 | $749.0K | 0.19% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 10,493 | $754.0K | 0.17% | +173+1.7% | Added |
| Sage Rhino Capital LLC | 10,518 | $756.0K | 0.30% | −1,586−13.1% | Reduced |
| Avantax Advisory Services, Inc. | 10,512 | $756.0K | 0.01% | +1,805+20.7% | Added |
| Sun Life Financial INC | 10,525 | $757.0K | 0.06% | −2,061−16.4% | Reduced |
| Moseley Investment Management Inc | 10,579 | $760.0K | 0.56% | +10.0% | Added |
| BerganKDV Wealth Management, LLC | 10,651 | $765.0K | 0.09% | +509+5.0% | Added |
| Greatmark Investment Partners, Inc. | 10,677 | $767.0K | 0.15% | −800−7.0% | Reduced |