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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 11,300 | $812.0K | 0.05% | +2,502+28.4% | Added |
| Family Management Corp | 11,069 | $796.0K | 0.21% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,034 | $793.0K | 0.35% | −3,113−22.0% | Reduced |
| TCTC Holdings, LLC | 11,020 | $792.0K | 0.03% | 00.0% | Unchanged |
| Man Group plc | 10,998 | $791.0K | 0.00% | – | – |
| 1832 Asset Management L.P. | 10,976 | $789.0K | 0.00% | +139+1.3% | Added |
| Spearhead Capital Advisors, LLC | 10,908 | $784.0K | 0.85% | −113,103−91.2% | Reduced |
| Hyperion Capital Advisors LP | 10,899 | $783.0K | 0.39% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,877 | $782.0K | 0.11% | +38+0.4% | Added |
| Amica Retiree Medical Trust | 10,863 | $781.0K | 0.98% | +1,846+20.5% | Added |
| Hardy Reed LLC | 10,827 | $778.0K | 0.17% | 00.0% | Unchanged |
| Diversified Trust Co | 10,804 | $777.0K | 0.04% | −1,530−12.4% | Reduced |
| FineMark National Bank & Trust | 10,788 | $775.0K | 0.04% | −128−1.2% | Reduced |
| Virtus ETF Advisers LLC | 10,763 | $774.0K | 0.31% | +492+4.8% | Added |
| Marathon Trading Investment Management LLC | 10,750 | $773.0K | 0.51% | −8,363−43.8% | Reduced |
| Coastal Investment Advisors, Inc. | 10,710 | $770.0K | 0.20% | −245−2.2% | Reduced |
| Ledyard National Bank | 10,709 | $770.0K | 0.10% | −350−3.2% | Reduced |
| Greatmark Investment Partners, Inc. | 10,677 | $767.0K | 0.15% | −800−7.0% | Reduced |
| Smith, Moore & Co. | 10,672 | $767.0K | 0.12% | +625+6.2% | Added |
| BerganKDV Wealth Management, LLC | 10,651 | $765.0K | 0.09% | +509+5.0% | Added |
| Moseley Investment Management Inc | 10,579 | $760.0K | 0.56% | +10.0% | Added |
| Sun Life Financial INC | 10,525 | $757.0K | 0.06% | −2,061−16.4% | Reduced |
| 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 |
| Capital Advantage, Inc. | 10,493 | $754.0K | 0.17% | +173+1.7% | 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 |
| TownSquare Capital, LLC | 10,404 | $748.0K | 0.02% | +1,057+11.3% | Added |
| Monte Financial Group, LLC | 10,397 | $747.0K | 0.46% | +165+1.6% | Added |
| Glenview Trust Co | 10,267 | $738.0K | 0.03% | +303+3.0% | Added |
| Riverwater Partners LLC | 10,255 | $737.0K | 0.74% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,238 | $736.0K | 0.07% | +10,238 | New |
| Aspen Investment Management Inc | 10,186 | $732.0K | 0.49% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 10,141 | $729.0K | 0.35% | 00.0% | Unchanged |
| Logan Capital Management Inc | 10,097 | $726.0K | 0.04% | +266+2.7% | Added |
| 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 |
| 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 |
| Symmetry Partners, LLC | 9,966 | $716.0K | 0.05% | +558+5.9% | Added |
| Cannell Peter B & Co Inc | 9,873 | $710.0K | 0.03% | +527+5.6% | Added |
| Ashton Thomas Private Wealth, LLC | 9,862 | $708.8K | 0.08% | +68+0.7% | Added |
| Clearstead Advisors, LLC | 9,720 | $699.0K | 0.06% | +217+2.3% | 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 |
| 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 |
| Axxcess Wealth Management, LLC | 9,660 | $695.0K | 0.07% | +5,096+111.7% | Added |
| Greenline Partners, LLC | 9,499 | $683.0K | 0.16% | +9,499 | New |
| Sequoia Financial Advisors, LLC | 9,473 | $681.0K | 0.02% | −4,645−32.9% | Reduced |
| Lyell Wealth Management, LP | 9,455 | $680.0K | 0.12% | +745+8.6% | Added |
| 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 |
| Inverness Counsel LLC | 9,314 | $669.0K | 0.04% | −400−4.1% | 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 |
| Violich Capital Management, Inc. | 9,255 | $665.0K | 0.13% | −1,350−12.7% | Reduced |
| Patriot Investment Management Inc. | 9,157 | $658.0K | 0.07% | −389−4.1% | Reduced |
| Omega Financial Group, LLC | 9,143 | $657.0K | 0.34% | +32+0.4% | Added |
| Ironwood Financial, llc | 9,111 | $655.0K | 0.22% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14,877 | $650.0K | 0.02% | +2,524+20.4% | Added |
| Cozad Asset Management Inc | 8,996 | $647.0K | 0.10% | −13−0.1% | Reduced |
| Concentric Wealth Management, LLC | 8,954 | $644.0K | 0.24% | +20.0% | Added |
| AllGen Financial Advisors, Inc. | 8,951 | $643.3K | 0.50% | +8,951 | New |
| Intrust Bank NA | 8,947 | $643.0K | 0.10% | −92−1.0% | Reduced |
| Burton Enright Welch | 8,937 | $642.3K | 0.32% | −1,924−17.7% | Reduced |
| Americana Partners, LLC | 8,898 | $639.0K | 0.11% | +255+3.0% | Added |
| Kestra Private Wealth Services, LLC | 8,777 | $631.0K | 0.04% | −1,777−16.8% | Reduced |
| Boston Financial Mangement LLC | 8,629 | $620.0K | 0.03% | −14−0.2% | Reduced |
| Seelaus Asset Management LLC | 8,559 | $615.0K | 0.49% | +8,559 | New |
| Copperleaf Capital, LLC | 8,505 | $611.0K | 0.66% | +8,505 | New |
| Spire Wealth Management | 8,474 | $609.0K | 0.04% | −3,672−30.2% | Reduced |
| First Capital Advisors Group, LLC. | 8,376 | $602.0K | 0.50% | +202+2.5% | Added |
| Monograph Wealth Advisors, LLC | 8,329 | $599.0K | 0.20% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,300 | $597.0K | 0.23% | −3,758−31.2% | Reduced |
| 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 |
| Navalign, LLC | 8,263 | $594.0K | 0.27% | +494+6.4% | Added |
| DAGCO, Inc. | 8,180 | $588.0K | 0.37% | −100−1.2% | Reduced |
| ETF Managers Group, LLC | 8,162 | $587.0K | 0.02% | +350+4.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8,070 | $580.0K | 0.16% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 8,055 | $578.0K | 0.06% | −237−2.9% | Reduced |
| Crumly & Associates Inc. | 8,011 | $576.0K | 0.24% | −113−1.4% | Reduced |
| 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 |
| Edgewood Management LLC | 7,960 | $572.0K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,840 | $563.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Zullo Investment Group, Inc. | 7,747 | $557.0K | 0.36% | +473+6.5% | Added |
| Ninety One SA (PTY) Ltd | 7,720 | $555.0K | 0.22% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,642 | $549.2K | 0.06% | −739−8.8% | 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 |
| Mutual Advisors, LLC | 7,576 | $544.0K | 0.03% | −3,157−29.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 7,561 | $543.4K | 0.15% | −79−1.0% | Reduced |
| Wedmont Private Capital | 7,554 | $543.0K | 0.11% | +2,423+47.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,545 | $542.0K | 0.17% | −100−1.3% | Reduced |