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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 600 | $43.0K | 0.04% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 592 | $43.0K | 0.06% | +592 | New |
| Sugarloaf Wealth Management, LLC | 578 | $42.0K | 0.01% | +268+86.5% | Added |
| TD Waterhouse Canada Inc. | 561 | $41.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 552 | $40.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 560 | $40.0K | 0.03% | +560 | New |
| Abound Wealth Management | 539 | $38.7K | 0.02% | +539 | New |
| Mach-1 Financial Group, Inc. | 535 | $38.0K | 0.04% | +85+18.9% | Added |
| CVA Family Office, LLC | 503 | $36.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 500 | $36.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 495 | $36.0K | 0.01% | +495 | New |
| Column Capital Advisors, LLC | 492 | $35.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 483 | $35.0K | 0.00% | +1+0.2% | Added |
| Exos TFP Holdings LLC | 470 | $34.0K | 0.02% | +470 | New |
| JFS Wealth Advisors, LLC | 441 | $32.0K | 0.00% | −51−10.4% | Reduced |
| Financial Connections Group, Inc. | 447 | $32.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 441 | $32.0K | 0.02% | +29+7.0% | Added |
| Carolina Wealth Advisors, LLC | 415 | $30.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 404 | $29.0K | 0.00% | −70−14.8% | Reduced |
| Selway Asset Management | 400 | $29.0K | 0.02% | +400 | New |
| Arlington Partners LLC | 384 | $28.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 379 | $27.0K | 0.00% | −33,124−98.9% | Reduced |
| AllSquare Wealth Management LLC | 359 | $26.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 359 | $26.0K | 0.01% | +122+51.5% | Added |
| TD Ameritrade Investment Management, LLC | 354 | $25.0K | 0.00% | −123−25.8% | Reduced |
| Essex Investment Management Co LLC | 341 | $25.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 350 | $25.0K | 0.02% | +350 | New |
| State of Wyoming | 328 | $24.0K | 0.01% | −2,093−86.5% | Reduced |
| Atlantic Trust, LLC | 340 | $24.0K | 0.01% | +340 | New |
| Householder Group Estate & Retirement Specialist, LLC | 342 | $24.0K | 0.01% | +342 | New |
| Horan Securities, Inc. | 325 | $23.0K | 0.01% | −15−4.4% | Reduced |
| Independence Bank of Kentucky | 325 | $23.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 321 | $23.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 288 | $21.0K | 0.00% | −131−31.3% | Reduced |
| Investors Research Corp | 290 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 290 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 283 | $20.0K | 0.02% | +2+0.7% | Added |
| Money Concepts Capital Corp | 280 | $20.0K | 0.00% | +280 | New |
| Capital Advisors, Ltd. LLC | 284 | $20.0K | 0.00% | +284 | New |
| Raffa Wealth Management, LLC | 267 | $19.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 270 | $19.0K | 0.00% | −62−18.7% | Reduced |
| McIlrath & Eck, LLC | 263 | $19.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 267 | $19.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 265 | $19.0K | 0.01% | +265 | New |
| Goodwin Investment Advisory | 268 | $19.0K | 0.01% | +268 | New |
| Financial Synergies Wealth Advisors, Inc. | 262 | $18.8K | 0.00% | +1+0.4% | Added |
| Halpern Financial, Inc. | 217 | $15.6K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 195 | $14.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 188 | $14.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 183 | $13.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 176 | $13.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 185 | $13.0K | 0.00% | +13+7.6% | Added |
| Exchange Traded Concepts, LLC | 171 | $12.0K | 0.00% | −70−29.0% | Reduced |
| Versant Capital Management, Inc | 165 | $12.0K | 0.00% | −35−17.5% | Reduced |
| Tradewinds Capital Management, LLC | 171 | $12.0K | 0.00% | +2+1.2% | Added |
| HighMark Wealth Management LLC | 170 | $12.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 165 | $12.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 172 | $12.0K | 0.00% | +172 | New |
| Hoese & Co LLP | 152 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 154 | $11.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $10.8K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 136 | $10.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 137 | $10.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 123 | $9.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 124 | $9.00K | 0.01% | +64+106.7% | Added |
| Adirondack Retirement Specialists, Inc. | 124 | $9.00K | 0.01% | +124 | New |
| BOK Financial Private Wealth, Inc. | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 114 | $8.00K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 82 | $6.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 81 | $6.00K | 0.00% | +31+62.0% | Added |
| SRS Capital Advisors, Inc. | 73 | $5.00K | 0.00% | −152−67.6% | Reduced |
| Rocky Mountain Advisers, LLC | 71 | $5.00K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 54 | $4.30K | 0.00% | +54 | New |
| GoalVest Advisory LLC | 62 | $4.00K | 0.00% | −4,197−98.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 55 | $4.00K | 0.00% | −73−57.0% | Reduced |
| Winch Advisory Services, LLC | 54 | $4.00K | 0.00% | −54−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 50 | $4.00K | 0.00% | +50 | New |
| Estabrook Capital Management | 45 | $3.23K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 44 | $3.00K | 0.00% | −1,642−97.4% | Reduced |
| Trust Co of Vermont | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 33 | $3.00K | 0.00% | +33 | New |
| PFG Private Wealth Management, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Highline Wealth Partners LLC | 37 | $2.66K | 0.00% | +37 | New |