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 |
|---|---|---|---|---|---|
| Hutchens & Kramer Investment Management Group, LLC | 40,515 | $2.97M | 2.42% | +6,789+20.1% | Added |
| Baader Bank INC | 41,242 | $2.96M | 0.26% | +2,650+6.9% | Added |
| Hunter Perkins Capital Management, LLC | 41,120 | $2.96M | 0.73% | 00.0% | Unchanged |
| American Trust | 40,976 | $2.94M | 0.25% | +10,570+34.8% | Added |
| Sculati Wealth Management, LLC | 40,920 | $2.94M | 1.74% | +254+0.6% | Added |
| Lazard Freres Gestion S.A.S. | 40,225 | $2.89M | 0.11% | −235−0.6% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 40,000 | $2.88M | 0.91% | −10,000−20.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 39,988 | $2.87M | 3.50% | +10.0% | Added |
| KCM Investment Advisors LLC | 39,637 | $2.85M | 0.13% | −2,070−5.0% | Reduced |
| AIA Group Ltd | 39,600 | $2.85M | 0.19% | +39,600 | New |
| Twin Capital Management Inc | 39,178 | $2.82M | 0.38% | +2,408+6.5% | Added |
| Walleye Trading LLC | 39,124 | $2.81M | 0.09% | −57,497−59.5% | Reduced |
| Telemus Capital, LLC | 39,126 | $2.81M | 0.29% | +3,520+9.9% | Added |
| Alcosta Capital Management, Inc. | 38,938 | $2.80M | 2.74% | −1,071−2.7% | Reduced |
| Colonial Trust Advisors | 38,810 | $2.79M | 0.38% | +4,351+12.6% | Added |
| Ossiam | 38,766 | $2.79M | 0.08% | +33,224+599.5% | Added |
| Assetmark, Inc | 38,406 | $2.76M | 0.01% | +11,234+41.3% | Added |
| ProVise Management Group, LLC | 38,321 | $2.75M | 0.31% | +8,611+29.0% | Added |
| Wunderlich Capital Managemnt | 38,198 | $2.75M | 1.76% | +789+2.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,047 | $2.73M | 0.14% | +6,533+20.7% | Added |
| Siemens Fonds Invest GmbH | 37,701 | $2.71M | 0.31% | −694−1.8% | Reduced |
| Salvus Wealth Management, LLC | 37,313 | $2.68M | 2.55% | +30+0.1% | Added |
| Moody National Bank Trust Division | 37,114 | $2.67M | 0.28% | +697+1.9% | Added |
| Chatham Capital Group, Inc. | 37,107 | $2.67M | 0.65% | +32,730+747.8% | Added |
| CWM, LLC | 36,974 | $2.66M | 0.02% | +5,535+17.6% | Added |
| Williams Jones Wealth Management, LLC. | 36,948 | $2.65M | 0.05% | +3,518+10.5% | Added |
| Thompson Investment Management, Inc. | 35,437 | $2.55M | 0.49% | −18−0.1% | Reduced |
| Linscomb & Williams, Inc. | 35,328 | $2.54M | 0.15% | +1,896+5.7% | Added |
| Compagnie Lombard Odier SCmA | 35,000 | $2.52M | 0.07% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 34,855 | $2.50M | 0.73% | −4,779−12.1% | Reduced |
| Central Trust Co | 34,756 | $2.50M | 0.09% | −2,187−5.9% | Reduced |
| MAI Capital Management | 34,371 | $2.47M | 0.05% | −5,982−14.8% | Reduced |
| Empirical Finance, LLC | 34,358 | $2.47M | 0.29% | +6,083+21.5% | Added |
| Advisor Partners II, LLC | 34,320 | $2.47M | 0.19% | +34,320 | New |
| Quinn Opportunity Partners LLC | 34,300 | $2.47M | 0.28% | −4,200−10.9% | Reduced |
| Vestcor Inc | 34,243 | $2.46M | 0.09% | +521+1.5% | Added |
| Miracle Mile Advisors, LLC | 34,193 | $2.46M | 0.11% | +58+0.2% | Added |
| Brookstone Capital Management | 33,776 | $2.43M | 0.06% | +33,776 | New |
| F/M Investments LLC | 33,565 | $2.41M | 3.91% | +33,565 | New |
| Central Bank & Trust Co | 33,492 | $2.41M | 0.52% | +6,294+23.1% | Added |
| Perigon Wealth Management, LLC | 33,219 | $2.39M | 0.21% | +1,658+5.3% | Added |
| Investment Advisory Services Inc | 32,478 | $2.33M | 1.39% | +161+0.5% | Added |
| Courier Capital LLC | 32,189 | $2.31M | 0.29% | −365−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 32,011 | $2.30M | 0.06% | −748−2.3% | Reduced |
| West Oak Capital, LLC | 32,015 | $2.30M | 1.25% | +490+1.6% | Added |
| Red Spruce Capital, LLC | 31,974 | $2.30M | 1.61% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 31,977 | $2.30M | 0.05% | +564+1.8% | Added |
| Harfst & Associates, Inc. | 31,956 | $2.30M | 0.69% | +3,735+13.2% | Added |
| Bartlett & Co. Wealth Management LLC | 31,352 | $2.25M | 0.05% | −329−1.0% | Reduced |
| Bartlett & Co. LLC | 31,352 | $2.25M | 0.05% | −329−1.0% | Reduced |
| Granite Investment Partners, LLC | 31,001 | $2.23M | 0.10% | −8,075−20.7% | Reduced |
| Old National Bancorp | 30,931 | $2.22M | 0.08% | −1,514−4.7% | Reduced |
| Wolverine Trading, LLC | 30,480 | $2.21M | 0.09% | −486−1.6% | Reduced |
| Ancora Advisors, LLC | 30,728 | $2.21M | 0.07% | +588+2.0% | Added |
| Johnson Investment Counsel Inc | 30,565 | $2.20M | 0.03% | +414+1.4% | Added |
| CenterBook Partners LP | 30,339 | $2.18M | 0.42% | −17,067−36.0% | Reduced |
| Voya Financial Advisors, Inc. | 29,886 | $2.17M | 0.28% | +609+2.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $2.16M | 1.66% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 29,807 | $2.14M | 0.35% | +3,856+14.9% | Added |
| 180 Wealth Advisors, LLC | 29,720 | $2.14M | 0.59% | +177+0.6% | Added |
| Sumitomo Life Insurance Co | 29,452 | $2.12M | 0.09% | −3,519−10.7% | Reduced |
| JT Stratford LLC | 29,427 | $2.12M | 0.75% | +3,169+12.1% | Added |
| Naples Global Advisors, LLC | 29,410 | $2.11M | 0.29% | +1,385+4.9% | Added |
| Raymond James Trust N.A. | 29,299 | $2.11M | 0.08% | +475+1.6% | Added |
| Quantinno Capital Management LP | 28,896 | $2.08M | 0.27% | +17,801+160.4% | Added |
| Herbst Group, LLC | 28,750 | $2.07M | 1.70% | −1,100−3.7% | Reduced |
| Brown Brothers Harriman & Co | 28,638 | $2.06M | 0.02% | +3,260+12.8% | Added |
| Private Wealth Partners, LLC | 28,575 | $2.05M | 0.26% | −1,000−3.4% | Reduced |
| Aurora Investment Counsel | 27,964 | $2.01M | 1.53% | +566+2.1% | Added |
| Armstrong Henry H Associates Inc | 27,591 | $1.98M | 0.27% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 27,544 | $1.98M | 0.09% | +5,692+26.0% | Added |
| Acadian Asset Management LLC | 27,538 | $1.98M | 0.01% | −12,480−31.2% | Reduced |
| Hudson Canyon Capital Management | 27,270 | $1.96M | 1.95% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 27,008 | $1.94M | 0.08% | +3,756+16.2% | Added |
| Associated Banc-Corp | 26,827 | $1.93M | 0.09% | −250−0.9% | Reduced |
| Capital Advisors Inc | 27,850 | $1.92M | 0.06% | +14,942+115.8% | Added |
| Garner Asset Management Corp | 26,703 | $1.92M | 1.02% | −6,231−18.9% | Reduced |
| Group One Trading, L.P. | 26,644 | $1.92M | 0.06% | −11,041−29.3% | Reduced |
| CWA Asset Management Group, LLC | 26,620 | $1.91M | 0.18% | +635+2.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 26,601 | $1.91M | 1.92% | −955−3.5% | Reduced |
| Sheets Smith Wealth Management | 26,577 | $1.91M | 0.32% | +5,777+27.8% | Added |
| DuPont Capital Management Corp | 26,547 | $1.91M | 0.11% | −36,915−58.2% | Reduced |
| Frisch Financial Group, Inc. | 26,363 | $1.90M | 0.80% | +331+1.3% | Added |
| Greenleaf Trust | 26,353 | $1.89M | 0.03% | +2,832+12.0% | Added |
| Redmond Asset Management, LLC | 26,335 | $1.89M | 0.70% | −219−0.8% | Reduced |
| Avitas Wealth Management LLC | 26,197 | $1.88M | 0.43% | +26,197 | New |
| Redpoint Investment Management Pty Ltd | 26,174 | $1.88M | 0.28% | −179−0.7% | Reduced |
| RiverPark Advisors, LLC | 26,121 | $1.88M | 0.61% | +1,877+7.7% | Added |
| Private Asset Management Inc | 26,063 | $1.87M | 0.33% | −1,960−7.0% | Reduced |
| Evolutionary Tree Capital Management, LLC | 25,718 | $1.85M | 1.78% | −7,495−22.6% | Reduced |
| Aspiriant, LLC | 25,581 | $1.84M | 0.09% | −986−3.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 25,284 | $1.82M | 2.12% | +2,143+9.3% | Added |
| Verition Fund Management LLC | 25,094 | $1.80M | 0.02% | −199,323−88.8% | Reduced |
| Seven Eight Capital, LP | 25,089 | $1.80M | 0.36% | −4,054−13.9% | Reduced |
| EP Wealth Advisors, LLC | 25,049 | $1.80M | 0.04% | −3,549−12.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 25,000 | $1.80M | 0.31% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 25,000 | $1.80M | 0.35% | 00.0% | Unchanged |
| Prudential PLC | 25,008 | $1.80M | 0.03% | +2,742+12.3% | Added |
| Western Wealth Management, LLC | 24,893 | $1.79M | 0.10% | +24,893 | New |
| Appleton Partners Inc | 24,810 | $1.78M | 0.18% | −2,879−10.4% | Reduced |