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 |
|---|---|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 3,032 | $218.0K | 0.18% | +3,032 | New |
| Paloma Partners Management Co | 3,013 | $217.0K | 0.04% | −7,370−71.0% | Reduced |
| Silvercrest Asset Management Group LLC | 3,024 | $217.0K | 0.00% | +3,024 | New |
| Ibex Wealth Advisors | 3,024 | $217.0K | 0.06% | +3,024 | New |
| Buttonwood Financial Advisors Inc. | 2,929 | $217.0K | 0.20% | +2,929 | New |
| Journey Strategic Wealth LLC | 3,013 | $217.0K | 0.03% | +3,013 | New |
| Romano Brothers and Company | 3,012 | $216.0K | 0.03% | +3,012 | New |
| Garrett Investment Advisors LLC | 3,000 | $216.0K | 0.05% | +3,000 | New |
| Autus Asset Management, LLC | 2,996 | $215.0K | 0.04% | +2,996 | New |
| Manchester Capital Management LLC | 2,948 | $212.0K | 0.04% | −73−2.4% | Reduced |
| NewEdge Wealth, LLC | 2,938 | $211.0K | 0.01% | −2,931−49.9% | Reduced |
| Acropolis Investment Management, LLC | 2,937 | $211.0K | 0.02% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,925 | $210.0K | 0.04% | +2,925 | New |
| Proequities, Inc. | 2,914 | $209.0K | 0.02% | +139+5.0% | Added |
| Shilanski & Associates, Inc. | 2,904 | $209.0K | 0.08% | +2,904 | New |
| Private Capital Management LLC | 2,904 | $209.0K | 0.08% | +2,904 | New |
| Colton Groome Financial Advisors, LLC | 2,909 | $209.0K | 0.11% | +2,909 | New |
| Crestone Asset Management LLC | 2,876 | $207.0K | 0.05% | +2,876 | New |
| Jeppson Wealth Management, LLC | 2,866 | $206.0K | 0.09% | −510−15.1% | Reduced |
| Financial Architects, Inc | 2,873 | $206.0K | 0.04% | +2,873 | New |
| Halbert Hargrove Global Advisors, LLC | 2,857 | $206.0K | 0.02% | +2,857 | New |
| Veracity Capital LLC | 2,865 | $206.0K | 0.11% | +2,865 | New |
| Alliance Wealth Advisors, LLC | 2,860 | $206.0K | 0.19% | +2,860 | New |
| Bremer Bank National Association | 2,842 | $204.0K | 0.05% | −977−25.6% | Reduced |
| Five Oceans Advisors | 2,820 | $203.0K | 0.16% | +2,820 | New |
| StoneX Group Inc. | 2,816 | $202.4K | 0.03% | −3,632−56.3% | Reduced |
| Fagan Associates, Inc. | 2,813 | $202.0K | 0.06% | +2,813 | New |
| Old Port Advisors | 2,655 | $202.0K | 0.08% | +2,655 | New |
| TCG Advisory Services, LLC | 2,801 | $201.0K | 0.06% | +2,801 | New |
| Glassman Wealth Services | 2,700 | $194.0K | 0.04% | +63+2.4% | Added |
| Evoke Wealth, LLC | 2,683 | $193.0K | 0.01% | +72+2.8% | Added |
| Harvest Fund Management Co., Ltd | 2,526 | $182.0K | 0.05% | +57+2.3% | Added |
| Cubist Systematic Strategies, LLC | 2,411 | $173.0K | 0.00% | −16,441−87.2% | Reduced |
| Bellwether Advisors, LLC | 2,309 | $165.0K | 0.05% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,297 | $165.0K | 0.67% | 00.0% | Unchanged |
| Tobam | 2,269 | $163.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 2,215 | $159.0K | 0.02% | +198+9.8% | Added |
| Pinnacle Bancorp, Inc. | 2,132 | $153.0K | 0.07% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,134 | $153.0K | 0.15% | −34−1.6% | Reduced |
| Coastal Capital Group, Inc. | 2,054 | $148.0K | 0.04% | +6+0.3% | Added |
| Mizuho Securities Co. Ltd. | 1,940 | $139.0K | 0.05% | +1,940 | New |
| Pflug Koory, LLC | 1,926 | $138.0K | 0.08% | −1,011−34.4% | Reduced |
| Castleview Partners, LLC | 1,919 | $138.0K | 0.13% | +1,222+175.3% | Added |
| Deseret Mutual Benefit Administrators | 1,911 | $137.0K | 0.04% | −231−10.8% | Reduced |
| Edge Capital Group, LLC | 1,871 | $134.0K | 0.01% | −203−9.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,817 | $131.0K | 0.02% | −98−5.1% | Reduced |
| Hartford Financial Management Inc. | 1,800 | $129.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,762 | $127.0K | 0.02% | −7,200−80.3% | Reduced |
| Optimum Investment Advisors | 1,766 | $127.0K | 0.07% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,714 | $123.0K | 0.02% | +579+51.0% | Added |
| Hills Bank & Trust Co | 1,682 | $120.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,676 | $120.0K | 0.04% | +40+2.4% | Added |
| Western Pacific Wealth Management, LP | 1,654 | $118.0K | 0.12% | +1,654 | New |
| Icon Wealth Advisors, LLC | 1,640 | $118.0K | 0.01% | +1,640 | New |
| Barrett & Company, Inc. | 1,388 | $115.6K | 0.08% | +1,388 | New |
| Tradition Wealth Management, LLC | 1,528 | $110.0K | 0.02% | +1,528 | New |
| Creative Financial Designs Inc | 1,510 | $109.0K | 0.02% | +1+0.1% | Added |
| Corsicana & Co. | 1,500 | $108.0K | 0.09% | 00.0% | Unchanged |
| Lee Financial Co | 1,466 | $105.0K | 0.02% | −3−0.2% | Reduced |
| Massmutual Trust Co FSB | 1,461 | $105.0K | 0.00% | +510+53.6% | Added |
| Monetary Management Group Inc | 1,350 | $97.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,342 | $96.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,269 | $91.0K | 0.01% | +1,022+413.8% | Added |
| West Paces Advisors Inc. | 1,258 | $90.4K | 0.03% | −12−0.9% | Reduced |
| Baystate Wealth Management LLC | 1,248 | $90.0K | 0.01% | +4+0.3% | Added |
| Oakworth Capital, Inc. | 1,200 | $87.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,213 | $87.0K | 0.01% | +1,213 | New |
| Axiom Investment Management LLC | 1,187 | $85.0K | 0.17% | +1,187 | New |
| Quent Capital, LLC | 1,165 | $84.0K | 0.02% | +127+12.2% | Added |
| Hantz Financial Services, Inc. | 1,140 | $82.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,071 | $78.4K | 0.05% | +305+39.8% | Added |
| Disciplined Investments, LLC | 1,080 | $78.0K | 0.04% | +45+4.3% | Added |
| Old North State Trust, LLC | 1,092 | $78.0K | 0.07% | +1,092 | New |
| Leonteq Securities AG | 1,040 | $74.7K | 0.00% | −7,659−88.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1,026 | $73.0K | 0.02% | +1+0.1% | Added |
| America First Investment Advisors, LLC | 1,000 | $72.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 1,000 | $72.0K | 0.05% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $72.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 985 | $71.0K | 0.00% | +190+23.9% | Added |
| Zions Bancorporation, N.A. | 981 | $71.0K | 0.01% | +215+28.1% | Added |
| City Holding Co | 975 | $70.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 974 | $70.0K | 0.02% | +2+0.2% | Added |
| Bell Investment Advisors, Inc | 966 | $69.0K | 0.02% | +99+11.4% | Added |
| Endurance Wealth Management, Inc. | 952 | $68.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 863 | $62.0K | 0.01% | +186+27.5% | Added |
| Kistler-Tiffany Companies, LLC | 833 | $60.0K | 0.01% | +615+282.1% | Added |
| St. James Investment Advisors, LLC | 815 | $59.0K | 0.13% | +280+52.3% | Added |
| Toth Financial Advisory Corp | 810 | $58.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 760 | $55.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 762 | $54.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 753 | $54.0K | 0.02% | −413−35.4% | Reduced |
| Bangor Savings Bank | 750 | $54.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 756 | $54.0K | 0.01% | +221+41.3% | Added |
| Core Alternative Capital | 722 | $52.0K | 0.01% | +53+7.9% | Added |
| Earnest Partners LLC | 682 | $49.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 663 | $48.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 642 | $46.0K | 0.01% | +62+10.7% | Added |
| Arrow Financial Corp | 625 | $45.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 625 | $45.0K | 0.00% | +56+9.8% | Added |
| RWM Asset Management, LLC | 603 | $43.0K | 0.01% | −108−15.2% | Reduced |