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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 5,474 | $393.0K | 0.07% | −761−12.2% | 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 |
| Mirova | 5,441 | $391.0K | 0.07% | −3,198−37.0% | Reduced |
| 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 |
| Hyman Charles D | 5,381 | $387.0K | 0.03% | +25+0.5% | 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 |
| American Money Management, LLC | 5,329 | $383.0K | 0.12% | +105+2.0% | Added |
| Family Legacy, Inc. | 5,321 | $382.0K | 0.19% | 00.0% | Unchanged |
| Cipher Capital LP | 5,321 | $382.0K | 0.06% | +5,321 | New |
| Burke & Herbert Bank & Trust Co | 5,300 | $381.0K | 0.32% | 00.0% | Unchanged |
| 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 |
| Savant Capital, LLC | 5,229 | $376.0K | 0.01% | +27+0.5% | Added |
| Smithfield Trust Co | 5,241 | $375.0K | 0.03% | +98+1.9% | 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 |
| Highland Private Wealth Management | 5,171 | $371.0K | 0.06% | +391+8.2% | Added |
| Desjardins Global Asset Management Inc. | 5,136 | $369.0K | 0.05% | +150+3.0% | Added |
| Asset Management Resources, LLC | 5,125 | $368.0K | 0.36% | +43+0.8% | Added |
| 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 |
| 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 |
| Nova R Wealth, Inc. | 5,060 | $364.0K | 0.30% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $363.0K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,030 | $361.0K | 0.03% | +418+9.1% | Added |
| Everhart Financial Group, Inc. | 4,960 | $357.0K | 0.20% | +1,312+36.0% | 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 |
| 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 |
| Zimmermann Investment Management & Planning LLC | 4,845 | $348.0K | 0.22% | +4,845 | New |
| Robertson Stephens Wealth Management, LLC | 4,835 | $347.0K | 0.04% | +4+0.1% | Added |
| First Horizon Advisors, Inc. | 4,839 | $346.0K | 0.01% | +217+4.7% | Added |
| Tranquilli Financial Advisor LLC | 4,793 | $344.0K | 0.27% | +4,793 | New |
| National Wealth Management Group, LLC | 4,753 | $341.6K | 0.44% | +4,753 | New |
| Redwood Investment Management, LLC | 4,727 | $340.0K | 0.07% | +4,727 | New |
| Financial Advisory Corp | 4,692 | $337.0K | 0.19% | +775+19.8% | Added |
| 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 |
| Tiedemann Advisors, LLC | 4,670 | $335.0K | 0.02% | −825−15.0% | Reduced |
| 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 |
| 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 |
| Standard Family Office LLC | 4,583 | $329.0K | 0.14% | +4,583 | New |
| Trail Ridge Investment Advisors, LLC | 4,180 | $328.0K | 0.22% | 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 |
| 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 |
| 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 |
| Yorktown Management & Research Co Inc | 4,500 | $323.0K | 0.42% | +4,500 | New |
| 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 |
| River Wealth Advisors LLC | 4,449 | $320.0K | 0.07% | +40+0.9% | 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 |
| 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 |
| 9258 Wealth Management, LLC | 4,349 | $313.0K | 0.08% | +4,349 | New |
| Alps Advisors Inc | 4,344 | $312.0K | 0.00% | +4,344 | New |
| Institute for Wealth Management, LLC. | 4,330 | $311.0K | 0.07% | −30−0.7% | Reduced |
| Financial Management Professionals, Inc. | 4,317 | $310.0K | 0.07% | +2,018+87.8% | Added |
| Alpha Cubed Investments, LLC | 4,295 | $309.0K | 0.02% | −2,310−35.0% | Reduced |
| West Family Investments, Inc. | 4,288 | $308.0K | 0.13% | +292+7.3% | Added |
| Old Mission Investment Co LLC | 4,275 | $307.2K | 0.14% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 4,267 | $307.0K | 0.33% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 4,261 | $306.0K | 0.03% | −77−1.8% | 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 |
| RMB Capital Management, LLC | 4,223 | $304.0K | 0.01% | −423−9.1% | Reduced |
| Sutton Wealth Advisors Inc. | 4,214 | $302.9K | 0.12% | +6+0.1% | Added |
| N.E.W. Advisory Services LLC | 4,208 | $302.0K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,187 | $301.0K | 0.04% | +4,187 | New |
| Virtue Capital Management, LLC | 4,177 | $300.0K | 0.05% | +598+16.7% | Added |
| 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 |
| 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 |
| Sanders Morris Harris LLC | 4,000 | $293.0K | 0.07% | 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 |
| Triad Investment Management | 4,005 | $288.0K | 0.50% | 00.0% | Unchanged |
| 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 |
| IHT Wealth Management, LLC | 3,934 | $283.0K | 0.02% | +3,934 | New |