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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| Koshinski Asset Management, Inc. | 7,360 | $529.0K | 0.06% | +3,623+96.9% | Added |
| Ronald Blue Trust, Inc. | 8,351 | $528.0K | 0.01% | +2,738+48.8% | Added |
| Summit X, LLC | 7,234 | $527.0K | 0.16% | +883+13.9% | Added |
| Calamos Wealth Management LLC | 7,303 | $525.0K | 0.05% | −1,263−14.7% | Reduced |
| GFG Capital, LLC | 7,248 | $521.0K | 0.17% | 00.0% | Unchanged |
| Stonnington Group, LLC | 7,547 | $519.0K | 0.15% | −5,000−39.9% | Reduced |
| Garrison Point Advisors, LLC | 7,185 | $516.0K | 0.46% | 00.0% | Unchanged |
| Equitable Trust Co | 7,091 | $510.0K | 0.04% | 00.0% | Unchanged |
| Capula Management Ltd | 7,050 | $507.0K | 0.06% | +1,258+21.7% | Added |
| Delphia (USA) Inc. | 7,039 | $506.0K | 0.58% | +82+1.2% | Added |
| First National Bank of Hutchinson | 7,010 | $504.0K | 0.40% | −476−6.4% | Reduced |
| Sigma Planning Corp | 6,954 | $500.0K | 0.02% | −172−2.4% | Reduced |
| Corton Capital Inc. | 6,910 | $497.0K | 0.61% | +1,910+38.2% | Added |
| Orca Investment Management, LLC | 6,896 | $496.0K | 0.65% | −180−2.5% | Reduced |
| InterOcean Capital Group, LLC | 6,880 | $494.0K | 0.02% | +615+9.8% | Added |
| 44 Wealth Management LLC | 6,863 | $493.0K | 0.20% | −1,719−20.0% | Reduced |
| Focus Financial Network, Inc. | 6,827 | $490.6K | 0.04% | +126+1.9% | Added |
| Integrated Wealth Concepts LLC | 6,771 | $487.0K | 0.02% | +577+9.3% | Added |
| GraniteShares Advisors LLC | 6,772 | $486.0K | 0.39% | +6,772 | New |
| 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 |
| BSW Wealth Partners | 6,670 | $479.0K | 0.12% | −162−2.4% | Reduced |
| 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 |
| Radnor Capital Management, LLC | 6,620 | $476.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sheaff Brock Investment Advisors, LLC | 6,524 | $469.0K | 0.06% | −13−0.2% | Reduced |
| 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 |
| 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 |
| TCI Wealth Advisors, Inc. | 6,287 | $452.0K | 0.07% | −898−12.5% | Reduced |
| FLC Capital Advisors | 6,263 | $450.0K | 0.16% | +597+10.5% | Added |
| Rosenberg Matthew Hamilton | 6,244 | $449.0K | 0.17% | +278+4.7% | Added |
| Cetera Advisors LLC | 6,217 | $447.0K | 0.01% | +33+0.5% | Added |
| TAGStone Capital, Inc. | 6,204 | $446.0K | 0.41% | +19+0.3% | Added |
| Qtron Investments LLC | 6,198 | $445.0K | 0.11% | +6,198 | New |
| IFG Advisory, LLC | 6,175 | $443.0K | 0.04% | +144+2.4% | Added |
| Advisors Capital Management, LLC | 5,774 | $442.0K | 0.01% | −621−9.7% | Reduced |
| Pointe Capital Management LLC | 6,122 | $440.0K | 0.35% | +65+1.1% | 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 |
| BTR Capital Management Inc | 6,092 | $438.0K | 0.07% | +105+1.8% | Added |
| Keel Point, LLC | 6,082 | $437.0K | 0.08% | +1,723+39.5% | Added |
| RFG Advisory, LLC | 5,477 | $436.0K | 0.02% | +1,316+31.6% | Added |
| WESPAC Advisors SoCal, LLC | 5,455 | $435.0K | 0.18% | −7,083−56.5% | Reduced |
| 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 |
| Peak Planning Group, LLC | 6,004 | $431.5K | 0.40% | +6,004 | New |
| Kingsview Wealth Management, LLC | 5,991 | $431.0K | 0.02% | +604+11.2% | Added |
| Rehmann Capital Advisory Group | 5,976 | $429.5K | 0.05% | +25+0.4% | Added |
| Resources Investment Advisors, LLC. | 5,962 | $428.0K | 0.02% | +852+16.7% | Added |
| Plante Moran Financial Advisors, LLC | 5,922 | $426.0K | 0.07% | −353−5.6% | Reduced |
| GSB Wealth Management, LLC | 5,910 | $425.0K | 0.15% | +625+11.8% | Added |
| Colony Family Offices, LLC | 5,900 | $424.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| 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 |
| J. L. Bainbridge & Co., Inc. | 5,853 | $421.0K | 0.07% | +57+1.0% | Added |
| Bank of the West | 5,831 | $419.0K | 0.05% | −156−2.6% | Reduced |
| Stock Yards Bank & Trust Co | 5,768 | $414.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| ASB Consultores, LLC | 5,729 | $412.0K | 0.19% | +1,864+48.2% | Added |
| Studio Investment Management LLC | 5,732 | $412.0K | 0.15% | −799−12.2% | Reduced |
| 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 |
| 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 |
| Chilton Capital Management LLC | 5,680 | $408.0K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,664 | $407.0K | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 5,640 | $405.3K | 0.03% | −20−0.4% | Reduced |
| 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 |
| 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 |
| RNC Capital Management LLC | 5,576 | $401.0K | 0.03% | −1,942−25.8% | Reduced |
| Arete Wealth Advisors, LLC | 5,534 | $398.0K | 0.04% | −23,537−81.0% | Reduced |
| Gryphon Financial Partners LLC | 5,522 | $397.0K | 0.10% | −40−0.7% | Reduced |
| 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 |
| 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 |