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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 3,922 | $282.0K | 0.03% | +250+6.8% | Added |
| PDS Planning, Inc | 3,906 | $281.0K | 0.05% | +368+10.4% | Added |
| Retirement Planning Group | 3,912 | $281.0K | 0.04% | +3,912 | New |
| Grandfield & Dodd, LLC | 3,961 | $280.0K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 3,889 | $280.0K | 0.00% | +220+6.0% | Added |
| Parkside Advisors LLC | 3,881 | $279.0K | 0.11% | −461−10.6% | Reduced |
| Lindbrook Capital, LLC | 3,875 | $278.0K | 0.05% | +1,143+41.8% | Added |
| Norris Perne & French LLP | 3,850 | $277.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 3,853 | $277.0K | 0.04% | +3,853 | New |
| Davidson Investment Advisors | 3,835 | $276.0K | 0.02% | −2,340−37.9% | Reduced |
| Baxter Bros Inc | 3,837 | $276.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 3,839 | $276.0K | 0.02% | +10.0% | Added |
| Klingman & Associates, LLC | 3,833 | $275.0K | 0.03% | +23+0.6% | Added |
| Atlas Private Wealth Management | 3,829 | $275.0K | 0.20% | +151+4.1% | Added |
| Kathleen S. Wright Associates Inc. | 3,812 | $274.0K | 0.22% | 00.0% | Unchanged |
| Carson Advisory Inc. | 3,803 | $273.0K | 0.30% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 3,800 | $273.0K | 0.20% | +300+8.6% | Added |
| Gladstone Institutional Advisory LLC | 3,784 | $272.0K | 0.02% | −106−2.7% | Reduced |
| Brighton Jones LLC | 3,786 | $272.0K | 0.02% | +102+2.8% | Added |
| Regal Investment Advisors LLC | 3,783 | $272.0K | 0.03% | +3,783 | New |
| Cary Street Partner Investment Advisory LLC | 3,770 | $271.0K | 0.02% | −402−9.6% | Reduced |
| Affinity Capital Advisors, LLC | 3,769 | $271.0K | 0.09% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,270 | $270.0K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,740 | $269.0K | 0.07% | −13−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 3,744 | $269.0K | 0.01% | +68+1.8% | Added |
| Founders Capital Management | 3,714 | $267.0K | 0.22% | 00.0% | Unchanged |
| Riverview Trust Co | 3,711 | $267.0K | 0.26% | +1,162+45.6% | Added |
| Marshall Financial Group LLC | 3,707 | $266.0K | 0.11% | −290−7.3% | Reduced |
| Beaumont Financial Partners, LLC | 3,700 | $266.0K | 0.03% | +25+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,660 | $266.0K | 0.01% | +3,660 | New |
| Absolute Capital Management, LLC | 3,700 | $265.9K | 0.35% | +300+8.8% | Added |
| Purus Wealth Management, LLC | 3,692 | $265.0K | 0.24% | −152−4.0% | Reduced |
| Crawford Investment Counsel Inc | 3,694 | $265.0K | 0.01% | −83−2.2% | Reduced |
| West Coast Financial LLC | 3,665 | $263.0K | 0.05% | −430−10.5% | Reduced |
| Vantage Consulting Group Inc | 3,661 | $263.0K | 0.15% | −438−10.7% | Reduced |
| Syntax Advisors, LLC | 3,661 | $263.0K | 0.22% | −438−10.7% | Reduced |
| Carlson Capital Management | 3,664 | $263.0K | 0.02% | −29−0.8% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $263.0K | 0.01% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,654 | $263.0K | 3.80% | +12+0.3% | Added |
| Quantum Financial Advisors, LLC | 3,640 | $262.0K | 0.12% | +9+0.2% | Added |
| Avantax Planning Partners, Inc. | 3,639 | $262.0K | 0.01% | −306−7.8% | Reduced |
| Mather Group, LLC. | 3,650 | $262.0K | 0.01% | +290+8.6% | Added |
| WNY Asset Management, LLC | 3,628 | $261.0K | 0.09% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,615 | $260.0K | 0.01% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 3,600 | $259.0K | 0.17% | −2,000−35.7% | Reduced |
| Jacobi Capital Management LLC | 3,606 | $259.0K | 0.04% | +5+0.1% | Added |
| Kaizen Financial Strategies | 3,570 | $257.0K | 0.26% | −194−5.2% | Reduced |
| Sigma Investment Counselors Inc | 3,574 | $257.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,572 | $257.0K | 0.02% | +168+4.9% | Added |
| Equitable Holdings, Inc. | 3,577 | $257.0K | 0.01% | +3,577 | New |
| Johnson Financial Group, Inc. | 3,217 | $256.0K | 0.02% | −4,697−59.4% | Reduced |
| Westshore Wealth, LLC | 3,563 | $256.0K | 0.18% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,565 | $256.0K | 0.02% | +3,565 | New |
| Garde Capital, Inc. | 3,547 | $255.0K | 0.03% | −3,923−52.5% | Reduced |
| Cypress Wealth Services, LLC | 3,408 | $253.0K | 0.09% | −1,354−28.4% | Reduced |
| CWS Financial Advisors, LLC | 3,511 | $252.0K | 0.12% | +98+2.9% | Added |
| LCM Capital Management Inc | 3,472 | $250.0K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,476 | $250.0K | 0.06% | +571+19.7% | Added |
| Covestor Ltd | 3,456 | $249.0K | 0.22% | +559+19.3% | Added |
| Tempus Wealth Planning, LLC | 3,409 | $245.0K | 0.16% | +3,409 | New |
| Narus Financial Partners, LLC | 3,403 | $244.6K | 0.15% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,383 | $243.0K | 0.18% | +3,383 | New |
| Hudson Valley Investment Advisors Inc | 3,372 | $242.0K | 0.04% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,365 | $242.0K | 0.15% | +10.0% | Added |
| Journey Advisory Group, LLC | 3,374 | $242.0K | 0.06% | +3,374 | New |
| Eastern Bank | 3,363 | $241.0K | 0.01% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 3,350 | $241.0K | 0.20% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,350 | $241.0K | 0.15% | +3,350 | New |
| DSC Advisors, L.P. | 3,335 | $240.0K | 0.26% | −786−19.1% | Reduced |
| St Germain D J Co Inc | 3,792 | $240.0K | 0.02% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,335 | $240.0K | 0.12% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 12,068 | $238.0K | 0.03% | +8,753+264.0% | Added |
| Little House Capital LLC | 3,300 | $237.0K | 0.13% | −49−1.5% | Reduced |
| C2C Wealth Management, LLC | 3,100 | $236.0K | 0.05% | +3,100 | New |
| First Affirmative Financial Network | 3,272 | $235.0K | 0.30% | −954−22.6% | Reduced |
| Waddell & Associates, LLC | 3,264 | $235.0K | 0.05% | −89−2.7% | Reduced |
| Ausdal Financial Partners, Inc. | 3,253 | $234.0K | 0.04% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,925 | $233.0K | 0.15% | +2,925 | New |
| Prime Capital Investment Advisors, LLC | 3,239 | $233.0K | 0.01% | +3,239 | New |
| Verity & Verity, LLC | 3,235 | $232.0K | 0.04% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,235 | $232.0K | 0.14% | +3,235 | New |
| Essex Financial Services, Inc. | 3,211 | $231.0K | 0.03% | −242−7.0% | Reduced |
| Brave Asset Management Inc | 3,200 | $230.0K | 0.12% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,182 | $229.0K | 0.01% | −3,100−49.3% | Reduced |
| Stockman Wealth Management, Inc. | 3,184 | $229.0K | 0.06% | −142−4.3% | Reduced |
| Cambridge Trust Co | 3,164 | $227.0K | 0.01% | +22+0.7% | Added |
| Noesis Capital Mangement Corp | 3,153 | $227.0K | 0.07% | +3,153 | New |
| Summit Financial, LLC | 3,131 | $225.0K | 0.02% | +3,131 | New |
| AlphaCrest Capital Management LLC | 3,113 | $224.0K | 0.01% | −12,147−79.6% | Reduced |
| Trust Co of Virginia | 3,112 | $224.0K | 0.03% | −4,563−59.5% | Reduced |
| Pacer Advisors, Inc. | 3,114 | $224.0K | 0.00% | +714+29.8% | Added |
| Curated Wealth Partners LLC | 3,115 | $223.0K | 0.07% | +3,115 | New |
| Carolinas Wealth Consulting LLC | 3,085 | $222.0K | 0.06% | −34−1.1% | Reduced |
| Warren Averett Asset Management, LLC | 3,080 | $222.0K | 0.02% | +3,080 | New |
| E Fund Management Co., Ltd. | 3,092 | $222.0K | 0.02% | +3,092 | New |
| Private Trust Co NA | 3,060 | $220.0K | 0.04% | −153−4.8% | Reduced |
| Wolff Wiese Magana LLC | 3,052 | $220.0K | 0.18% | +2,790+1,064.9% | Added |
| Berkeley, Inc | 3,053 | $219.4K | 0.18% | −214−6.6% | Reduced |
| Legacy Financial Advisors, Inc. | 3,050 | $219.0K | 0.05% | +3,050 | New |
| Convergence Investment Partners, LLC | 3,032 | $218.0K | 0.14% | +3,032 | New |