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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 63,440 | $4.56M | 0.07% | +10,527+19.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 63,119 | $4.54M | 1.01% | −140.0% | Reduced |
| Advocate Group LLC | 62,767 | $4.51M | 1.12% | +712+1.1% | Added |
| JB Capital LLC | 62,668 | $4.50M | 0.49% | +62,668 | New |
| Nikko Asset Management Americas, Inc. | 62,000 | $4.45M | 0.06% | −197−0.3% | Reduced |
| Fort Washington Investment Advisors Inc | 61,757 | $4.44M | 0.04% | −5,595−8.3% | Reduced |
| Lido Advisors, LLC | 61,773 | $4.44M | 0.09% | +46,423+302.4% | Added |
| GHP Investment Advisors, Inc. | 61,439 | $4.42M | 0.34% | +10,574+20.8% | Added |
| Connectus Wealth, LLC | 61,388 | $4.42M | 0.09% | +54,386+776.7% | Added |
| Banque Cantonale Vaudoise | 61,288 | $4.41M | 0.25% | −517−0.8% | Reduced |
| Private Advisor Group, LLC | 60,556 | $4.35M | 0.05% | −13,951−18.7% | Reduced |
| Eagle Asset Management Inc | 60,091 | $4.32M | 0.03% | +47,627+382.1% | Added |
| Brinker Capital Investments, LLC | 59,644 | $4.29M | 0.09% | +7,060+13.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 58,646 | $4.21M | 0.28% | −1,989−3.3% | Reduced |
| Gabelli Funds LLC | 58,000 | $4.17M | 0.03% | 00.0% | Unchanged |
| Lincoln Capital Corp | 57,561 | $4.14M | 2.78% | +8,335+16.9% | Added |
| United Services Automobile Association | 57,327 | $4.12M | 0.11% | +2,284+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 56,714 | $4.08M | 0.10% | −12,354−17.9% | Reduced |
| Scotia Capital Inc. | 56,490 | $4.06M | 0.03% | +2,497+4.6% | Added |
| AMG National Trust Bank | 56,165 | $4.04M | 0.15% | +6,163+12.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 63,399 | $4.01M | 0.28% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 55,440 | $3.98M | 0.19% | +643+1.2% | Added |
| Bailard, Inc. | 55,389 | $3.98M | 0.16% | −1,172−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 54,721 | $3.93M | 0.36% | +3,195+6.2% | Added |
| Allstate Corp | 54,690 | $3.93M | 0.11% | −3,664−6.3% | Reduced |
| Hohimer Wealth Management, LLC | 54,631 | $3.93M | 1.26% | +506+0.9% | Added |
| RBF Capital, LLC | 54,000 | $3.88M | 0.33% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 53,965 | $3.88M | 1.60% | +1,700+3.3% | Added |
| Commerce Bank | 53,683 | $3.86M | 0.03% | −5,507−9.3% | Reduced |
| Pring Turner Capital Group Inc | 53,585 | $3.85M | 3.88% | +569+1.1% | Added |
| Beacon Pointe Advisors, LLC | 53,373 | $3.84M | 0.09% | +8,978+20.2% | Added |
| East Coast Asset Management, LLC. | 53,144 | $3.82M | 2.18% | −299−0.6% | Reduced |
| Bridgecreek Investment Management, LLC | 52,950 | $3.81M | 0.81% | +1,635+3.2% | Added |
| Intrinsic Value Partners, LLC | 52,896 | $3.80M | 5.28% | +1,395+2.7% | Added |
| Condor Capital Management | 52,887 | $3.80M | 0.49% | +241+0.5% | Added |
| VELA Investment Management, LLC | 52,390 | $3.77M | 2.13% | +5,855+12.6% | Added |
| Schonfeld Strategic Advisors LLC | 52,044 | $3.74M | 0.03% | −283,437−84.5% | Reduced |
| HST Ventures, LLC | 51,851 | $3.73M | 2.51% | +51,851 | New |
| National Asset Management, Inc. | 54,719 | $3.73M | 0.11% | +16,632+43.7% | Added |
| Investment Research & Advisory Group, Inc. | 51,701 | $3.72M | 2.81% | +2,128+4.3% | Added |
| CX Institutional | 51,673 | $3.71M | 0.26% | +48,286+1,425.6% | Added |
| Harrington Investments, INC | 51,577 | $3.71M | 2.88% | +303+0.6% | Added |
| Achmea Investment Management B.V. | 51,491 | $3.70M | 0.13% | −17,983−25.9% | Reduced |
| WCG Wealth Advisors LLC | 47,479 | $3.69M | 0.49% | +5,447+13.0% | Added |
| Cetera Advisor Networks LLC | 51,347 | $3.69M | 0.05% | +31,140+154.1% | Added |
| Gs Investments, Inc. | 51,283 | $3.69M | 2.44% | −235−0.5% | Reduced |
| Los Angeles Capital Management LLC | 51,167 | $3.68M | 0.02% | +13,093+34.4% | Added |
| Picton Mahoney Asset Management | 51,020 | $3.67M | 0.17% | −18,420−26.5% | Reduced |
| ACG Wealth | 50,987 | $3.66M | 0.84% | +628+1.2% | Added |
| Pathstone Family Office, LLC | 50,865 | $3.66M | 0.07% | +8,851+21.1% | Added |
| We Are One Seven, LLC | 20,709 | $3.65M | 0.35% | +4,154+25.1% | Added |
| Kestra Advisory Services, LLC | 50,725 | $3.65M | 0.04% | +9,464+22.9% | Added |
| Gotham Asset Management, LLC | 50,236 | $3.61M | 0.11% | +25,415+102.4% | Added |
| Gill Capital Partners, LLC | 50,015 | $3.60M | 1.88% | +200+0.4% | Added |
| Global Frontier Investments LLC | 50,000 | $3.59M | 1.82% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 49,999 | $3.59M | 0.46% | −493−1.0% | Reduced |
| Stanley-Laman Group, Ltd. | 49,916 | $3.59M | 0.68% | +1,376+2.8% | Added |
| Cetera Investment Advisers | 49,251 | $3.54M | 0.07% | −435−0.9% | Reduced |
| Signet Financial Management, LLC | 49,239 | $3.54M | 0.69% | +271+0.6% | Added |
| Advisory Services Network, LLC | 49,032 | $3.52M | 0.12% | −2,890−5.6% | Reduced |
| Pinnacle Associates Ltd | 48,817 | $3.51M | 0.08% | −3,801−7.2% | Reduced |
| William Allan, LLC | 48,694 | $3.50M | 3.23% | +8,905+22.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 48,573 | $3.49M | 0.54% | 00.0% | Unchanged |
| GWM Advisors LLC | 48,063 | $3.45M | 0.06% | +3,346+7.5% | Added |
| Atria Wealth Solutions, Inc. | 47,944 | $3.45M | 0.06% | +21,268+79.7% | Added |
| Connable Office Inc | 47,327 | $3.40M | 0.55% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 47,117 | $3.39M | 0.91% | 00.0% | Unchanged |
| PFG Advisors | 47,022 | $3.38M | 0.39% | −598,307−92.7% | Reduced |
| Covey Capital Advisors, LLC | 46,615 | $3.35M | 5.68% | −149−0.3% | Reduced |
| Vontobel Holding Ltd. | 45,988 | $3.34M | 0.04% | −758−1.6% | Reduced |
| Wetherby Asset Management Inc | 46,215 | $3.32M | 0.23% | +2,111+4.8% | Added |
| Permanens Capital L.P. | 46,195 | $3.32M | 0.75% | −32,844−41.6% | Reduced |
| Northwest Investment Counselors, LLC | 46,119 | $3.31M | 1.09% | −728−1.6% | Reduced |
| LGT Group Foundation | 45,876 | $3.30M | 0.13% | −3,855−7.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 45,645 | $3.28M | 0.06% | +12,943+39.6% | Added |
| Stephens Inc | 45,207 | $3.25M | 0.07% | +3,827+9.2% | Added |
| True North Advisors, LLC | 45,000 | $3.23M | 1.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 44,970 | $3.23M | 0.07% | −5,230−10.4% | Reduced |
| Bryn Mawr Trust Co | 44,928 | $3.23M | 0.16% | −755−1.7% | Reduced |
| Webster Bank, N. A. | 44,881 | $3.23M | 0.47% | +439+1.0% | Added |
| Bessemer Securities LLC | 44,802 | $3.22M | 1.16% | −2,262−4.8% | Reduced |
| Keybank National Association | 44,619 | $3.21M | 0.02% | +2,621+6.2% | Added |
| Mitchell Capital Management Co | 44,016 | $3.16M | 0.90% | −9,473−17.7% | Reduced |
| Illinois Municipal Retirement Fund | 43,850 | $3.15M | 0.08% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 43,854 | $3.15M | 0.09% | +4,840+12.4% | Added |
| Malaga Cove Capital, LLC | 43,757 | $3.15M | 1.79% | −45−0.1% | Reduced |
| Motley Fool Asset Management LLC | 43,618 | $3.13M | 0.31% | −267−0.6% | Reduced |
| Everence Capital Management Inc | 43,480 | $3.13M | 0.29% | 00.0% | Unchanged |
| Veritable, L.P. | 43,225 | $3.11M | 0.06% | −13,059−23.2% | Reduced |
| Pettee Investors, Inc. | 43,152 | $3.10M | 1.67% | 00.0% | Unchanged |
| Burleson & Company, LLC | 43,131 | $3.10M | 0.68% | +131+0.3% | Added |
| Goelzer Investment Management, Inc. | 42,842 | $3.08M | 0.31% | +4,424+11.5% | Added |
| Phoenix Holdings Ltd. | 42,175 | $3.07M | 0.07% | +3,271+8.4% | Added |
| Allen Capital Group, LLC | 42,153 | $3.03M | 0.70% | +3,884+10.1% | Added |
| Kinneret Advisory, LLC | 42,003 | $3.02M | 0.42% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 41,696 | $3.00M | 1.53% | +1,236+3.1% | Added |
| Fosun International Ltd | 41,662 | $2.99M | 0.55% | +3,690+9.7% | Added |
| Main Street Research LLC | 41,601 | $2.99M | 0.66% | +613+1.5% | Added |
| Roundview Capital LLC | 41,599 | $2.99M | 0.38% | +691+1.7% | Added |
| SOL Capital Management CO | 41,298 | $2.97M | 0.62% | 00.0% | Unchanged |