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 28 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 |
|---|---|---|---|---|---|
| Griffin Asset Management, Inc. | 17,055 | $1.23M | 0.20% | +245+1.5% | Added |
| Providence Wealth Advisors, LLC | 15,415 | $1.22M | 0.91% | −1,543−9.1% | Reduced |
| Change Path, LLC | 16,989 | $1.22M | 0.07% | +981+6.1% | Added |
| Silvant Capital Management LLC | 16,959 | $1.22M | 0.08% | −152−0.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,946 | $1.22M | 0.06% | +671+4.1% | Added |
| McCarthy Asset Management, Inc. | 16,886 | $1.21M | 0.95% | 00.0% | Unchanged |
| Colony Group LLC | 16,796 | $1.21M | 0.02% | +177+1.1% | Added |
| South Dakota Investment Council | 16,775 | $1.21M | 0.03% | +2,025+13.7% | Added |
| Fairfield Financial Advisors, LTD | 16,773 | $1.21M | 0.57% | +750+4.7% | Added |
| Boston Common Asset Management, LLC | 16,585 | $1.19M | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 16,507 | $1.19M | 0.07% | +366+2.3% | Added |
| BlueMar Capital Management, LLC | 16,400 | $1.18M | 0.87% | +16,400 | New |
| Seeyond | 16,380 | $1.18M | 0.14% | −740−4.3% | Reduced |
| Wealthsource Partners, LLC | 16,213 | $1.17M | 0.09% | +3,383+26.4% | Added |
| Annandale Capital, LLC | 16,132 | $1.16M | 0.43% | −1,900−10.5% | Reduced |
| Duff & Phelps Investment Management Co | 16,080 | $1.16M | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,061 | $1.16M | 0.08% | +8,638+116.4% | Added |
| Maven Securities LTD | 16,000 | $1.15M | 0.05% | −1,400−8.0% | Reduced |
| Simplex Trading, LLC | 15,950 | $1.15M | 0.04% | +15,950 | New |
| Brown Capital Management LLC | 15,910 | $1.14M | 0.02% | −181−1.1% | Reduced |
| Chemistry Wealth Management LLC | 15,869 | $1.14M | 0.45% | +5,880+58.9% | Added |
| Stokes Family Office, LLC | 15,749 | $1.13M | 0.16% | +279+1.8% | Added |
| Caldwell Trust Co | 15,734 | $1.13M | 0.17% | +309+2.0% | Added |
| Vestmark Advisory Solutions, Inc. | 15,718 | $1.13M | 0.06% | +3,361+27.2% | Added |
| Strategic Blueprint, LLC | 15,694 | $1.13M | 0.14% | +521+3.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,681 | $1.13M | 0.06% | −453−2.8% | Reduced |
| JNBA Financial Advisors | 15,671 | $1.13M | 0.17% | −185−1.2% | Reduced |
| Csenge Advisory Group | 15,635 | $1.12M | 0.09% | +419+2.8% | Added |
| World Equity Group, Inc. | 15,602 | $1.12M | 0.28% | +1,555+11.1% | Added |
| Destination Wealth Management | 15,569 | $1.12M | 0.05% | −2,197−12.4% | Reduced |
| Fruth Investment Management | 15,529 | $1.12M | 0.37% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 15,313 | $1.10M | 0.57% | −950−5.8% | Reduced |
| United Capital Financial Advisers, LLC | 15,281 | $1.10M | 0.01% | −941−5.8% | Reduced |
| Ballentine Partners, LLC | 15,283 | $1.10M | 0.04% | +2,130+16.2% | Added |
| Founders Financial Securities LLC | 15,190 | $1.09M | 0.19% | +12+0.1% | Added |
| Carmel Capital Partners, LLC | 15,129 | $1.09M | 1.05% | +506+3.5% | Added |
| Wedbush Securities Inc | 15,099 | $1.08M | 0.06% | +3,363+28.7% | Added |
| Hall Capital Management Co Inc | 15,074 | $1.08M | 0.72% | +2,562+20.5% | Added |
| Clarius Group, LLC | 14,886 | $1.07M | 0.11% | +205+1.4% | Added |
| Fund Management at Engine No. 1 LLC | 14,684 | $1.05M | 0.31% | −546−3.6% | Reduced |
| Royce & Associates LP | 14,671 | $1.05M | 0.01% | 00.0% | Unchanged |
| Difesa Capital Management, LP | 14,650 | $1.05M | 0.77% | +9,650+193.0% | Added |
| AXS Investments LLC | 14,625 | $1.05M | 0.41% | −518−3.4% | Reduced |
| Krilogy Financial LLC | 14,606 | $1.05M | 0.13% | −96−0.7% | Reduced |
| Clay Northam Wealth Management, LLC | 14,603 | $1.05M | 1.31% | +26+0.2% | Added |
| Uncommon Cents Investing LLC | 14,597 | $1.05M | 0.44% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 14,347 | $1.03M | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 14,333 | $1.03M | 0.14% | +1,615+12.7% | Added |
| W.H. Cornerstone Investments Inc. | 14,334 | $1.03M | 1.08% | +14,334 | New |
| Dakota Wealth Management | 14,219 | $1.02M | 0.08% | +14,219 | New |
| Doheny Asset Management | 14,194 | $1.02M | 1.02% | +14,194 | New |
| Cullen/Frost Bankers, Inc. | 14,110 | $1.01M | 0.02% | +158+1.1% | Added |
| Merit Financial Group, LLC | 14,094 | $1.01M | 0.04% | −7,360−34.3% | Reduced |
| Park Avenue Securities LLC | 13,995 | $1.01M | 0.02% | +1,807+14.8% | Added |
| Stony Point Wealth Management Inc. | 13,980 | $1.00M | 0.74% | +3,296+30.8% | Added |
| Professional Financial Advisors, LLC | 13,660 | $982.0K | 0.61% | +246+1.8% | Added |
| Cumberland Partners Ltd | 13,672 | $982.0K | 0.10% | +13,672 | New |
| Checchi Capital Advisers, LLC | 13,509 | $971.0K | 0.11% | +246+1.9% | Added |
| Bollard Group LLC | 13,358 | $960.0K | 0.04% | −19,388−59.2% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 13,224 | $950.4K | 0.38% | −554−4.0% | Reduced |
| Ambassador Advisors, LLC | 13,224 | $950.0K | 0.23% | −3,038−18.7% | Reduced |
| ARGI Investment Services, LLC | 13,154 | $945.0K | 0.03% | +801+6.5% | Added |
| Burns Matteson Capital Management, LLC | 13,035 | $936.8K | 0.69% | +215+1.7% | Added |
| Evermay Wealth Management LLC | 12,940 | $930.0K | 0.18% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 12,900 | $927.0K | 0.08% | +1,813+16.4% | Added |
| Forum Financial Management, LP | 12,795 | $920.0K | 0.04% | −41−0.3% | Reduced |
| Ascent Group, LLC | 11,460 | $913.0K | 0.11% | +3,130+37.6% | Added |
| Laffer Tengler Investments | 12,613 | $906.5K | 0.33% | +288+2.3% | Added |
| West Financial Advisors, LLC | 12,600 | $906.0K | 0.27% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 12,581 | $904.0K | 0.15% | 00.0% | Unchanged |
| Credit Agricole S A | 12,546 | $902.0K | 0.03% | +7,032+127.5% | Added |
| Summit Asset Management, LLC | 12,499 | $898.0K | 0.29% | −130−1.0% | Reduced |
| Financial Consulate, Inc | 12,496 | $898.0K | 0.38% | +12,496 | New |
| Sawtooth Solutions, LLC | 12,419 | $893.0K | 0.13% | +1,986+19.0% | Added |
| American Portfolios Advisors | 12,333 | $886.3K | 0.04% | +6,895+126.8% | Added |
| First Financial Corp | 12,333 | $886.0K | 0.60% | +602+5.1% | Added |
| Private Ocean, LLC | 12,291 | $883.0K | 0.14% | +2,163+21.4% | Added |
| Segall Bryant & Hamill, LLC | 12,278 | $881.0K | 0.01% | −177−1.4% | Reduced |
| Elmwood Wealth Management, Inc. | 12,177 | $875.0K | 0.44% | +19+0.2% | Added |
| Lake Street Advisors Group, LLC | 12,147 | $873.0K | 0.06% | −721−5.6% | Reduced |
| Apollon Wealth Management, LLC | 12,127 | $872.0K | 0.07% | +2,344+24.0% | Added |
| Platform Technology Partners | 12,118 | $871.0K | 0.50% | 00.0% | Unchanged |
| Arden Trust Co | 12,028 | $864.0K | 0.22% | −366−3.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,998 | $862.0K | 0.11% | +3,832+46.9% | Added |
| Wipfli Financial Advisors LLC, | 11,975 | $861.0K | 0.06% | +11,975 | New |
| Arbor Trust Wealth Advisors, LLC | 11,935 | $859.0K | 0.65% | −274−2.2% | Reduced |
| Hamel Associates, Inc. | 11,910 | $856.0K | 0.34% | −550−4.4% | Reduced |
| Boyd Watterson Asset Management LLC | 11,906 | $856.0K | 0.39% | +368+3.2% | Added |
| Systematic Alpha Investments, LLC | 11,901 | $855.0K | 0.05% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 11,799 | $848.0K | 0.81% | −166−1.4% | Reduced |
| IMS Capital Management | 11,780 | $847.0K | 0.58% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 11,759 | $845.0K | 0.05% | +502+4.5% | Added |
| Powell Investment Advisors, LLC | 11,738 | $844.0K | 0.55% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,742 | $844.0K | 0.05% | +8,277+238.9% | Added |
| HCR Wealth Advisors | 11,720 | $842.0K | 0.18% | −30−0.3% | Reduced |
| Clean Yield Group | 11,644 | $837.0K | 0.39% | +114+1.0% | Added |
| Mizuho Markets Cayman LP | 11,530 | $829.0K | 0.12% | −3,749−24.5% | Reduced |
| Anchor Investment Management, LLC | 11,509 | $827.2K | 0.13% | +2,165+23.2% | Added |
| Bordeaux Wealth Advisors LLC | 11,511 | $827.0K | 0.52% | −268−2.3% | Reduced |
| Salem Investment Counselors Inc | 11,351 | $816.0K | 0.04% | +692+6.5% | Added |