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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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q4 2022

Institutional positions in Schwab Charles Corp as of Dec 31, 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
1,626
+134 vs. Q3 2022
Shares held
1.56B
+219.8M (+16.4%) vs. Q3 2022
Total value
$129.9B
+$33.3B (+34.4%) vs. Q3 2022
New holders
212
652 more added
Sold out
78
542 more reduced

28 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,626 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ4 2022: $129.9B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2022.

Institutions holding SCHW in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Silicon Valley Capital Partners0$400.00%0New
Syverson Strege & Co6$5000.00%00.0%Unchanged
Freedom Wealth Alliance, LLC6$5000.00%+6New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.10$1.00K0.01%−10−50.0%Reduced
Tfo-TDC, LLC22$1.18K0.00%+22New
Providence Capital Advisors, LLC17$1.42K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP19$1.58K0.00%00.0%Unchanged
Bogart Wealth, LLC19$1.58K0.00%+19New
SRS Capital Advisors, Inc.23$1.92K0.00%−50−68.5%Reduced
Sageworth Trust Co23$2.00K0.00%+23New
Clear Investment Research, LLC26$2.00K0.00%+26New
Sofos Investments, Inc.83$2.10K0.02%−1,069−92.8%Reduced
Tortoise Investment Management, LLC29$2.42K0.00%+29New
Aua Capital Management, LLC31$2.58K0.00%00.0%Unchanged
Eagle Bay Advisors LLC33$2.75K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC34$2.83K0.00%+19+126.7%Added
Kelly Financial Services LLC36$3.00K0.00%00.0%Unchanged
TSFG, LLC39$3.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC37$3.08K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC39$3.25K0.00%+39New
Trust Co of Vermont41$3.41K0.00%00.0%Unchanged
Leelyn Smith, LLC44$3.66K0.00%00.0%Unchanged
Estabrook Capital Management45$3.75K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC46$3.83K0.00%00.0%Unchanged
My Personal CFO, LLC48$4.00K0.00%+48New
Vigilant Capital Management, LLC53$4.00K0.00%00.0%Unchanged
Cary Street Partners Asset Management LLC50$4.16K0.00%00.0%Unchanged
Piershale Financial Group, Inc.52$4.35K0.00%+52New
Tucker Asset Management LLC54$4.46K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group55$4.58K0.00%00.0%Unchanged
Byrne Asset Management LLC55$4.58K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC59$4.91K0.00%+59New
Costello Asset Management, INC60$5.00K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC60$5.00K0.00%+60New
Winch Advisory Services, LLC54$5.00K0.00%00.0%Unchanged
GoalVest Advisory LLC62$5.16K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.67$5.58K0.00%+67New
SJS Investment Consulting Inc.72$6.00K0.00%+46+176.9%Added
Rocky Mountain Advisers, LLC71$6.00K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC82$6.83K0.00%+82New
Missouri Trust & Investment Co79$7.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC82$7.00K0.01%00.0%Unchanged
Sierra Capital LLC102$8.00K0.00%00.0%Unchanged
Repertoire Partners LP100$8.33K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC102$8.49K0.00%−69−40.4%Reduced
Sit Investment Associates Inc110$9.00K0.00%+110New
JJJ Advisors Inc.111$9.27K0.00%+9+8.8%Added
BOK Financial Private Wealth, Inc.114$9.49K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.115$9.55K0.01%+1+0.9%Added
Bank of New Hampshire125$10.0K0.00%−165−56.9%Reduced
Capital Analysts, LLC123$10.0K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.124$10.3K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC138$10.6K0.01%+138New
Washington Trust Co129$10.7K0.00%+48+59.3%Added
Red Tortoise LLC132$11.0K0.01%+132New
Highlander Capital Management, LLC136$11.0K0.01%00.0%Unchanged
Distillate Capital Partners LLC135$11.2K1.05%+135New
Stuart Chaussee & Associates, Inc.137$11.4K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC139$11.6K0.00%+139New
Headlands Technologies LLC139$12.0K0.01%+139New
Creative Capital Management Investments LLC145$12.0K0.01%+145New
Schubert & Co146$12.2K0.01%+22+17.7%Added
TD Ameritrade Investment Management, LLC157$13.0K0.00%−197−55.6%Reduced
Hoese & Co LLP152$13.0K0.01%00.0%Unchanged
Key Financial Inc183$13.2K0.01%00.0%Unchanged
Sound Income Strategies, LLC161$13.4K0.00%+138+600.0%Added
RFP Financial Group LLC164$13.7K0.01%+164New
Loomis Sayles & Co L P172$14.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC170$14.2K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC171$14.2K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC176$14.7K0.00%00.0%Unchanged
Versant Capital Management, Inc180$15.0K0.01%+15+9.1%Added
Glass Jacobson Investment Advisors llc183$15.2K0.01%+183New
Horan Securities, Inc.188$15.7K0.01%−137−42.2%Reduced
Fiduciary Alliance LLC188$15.7K0.00%+188New
Glassy Mountain Advisors, Inc.191$15.9K0.01%+191New
First Community Trust NA188$16.0K0.02%00.0%Unchanged
Brown, Lisle/Cummings, Inc.193$16.1K0.01%+43+28.7%Added
BDO Wealth Advisors, LLC200$16.7K0.00%−67−25.1%Reduced
Mascoma Wealth Management LLC201$16.7K0.01%+1+0.5%Added
Gradient Investments LLC207$17.2K0.00%−276−57.1%Reduced
Coppell Advisory Solutions LLC208$17.3K0.01%+208New
Coppell Advisory Solutions Corp.208$17.3K0.01%+208New
Prestige Wealth Management Group LLC213$17.7K0.00%+18+9.2%Added
Tyler-Stone Wealth Management220$18.0K0.01%+220New
Halpern Financial, Inc.217$18.1K0.01%00.0%Unchanged
Larson Financial Group LLC225$18.7K0.00%+125+125.0%Added
EWG Elevate Inc.238$19.8K0.01%+238New
Capital Advisors, Ltd. LLC770$20.0K0.00%+486+171.1%Added
Fred Alger Management, LLC256$21.3K0.00%+256New
McIlrath & Eck, LLC263$21.9K0.01%00.0%Unchanged
Goodwin Investment Advisory268$22.3K0.02%00.0%Unchanged
Bellevue Asset Management, LLC283$23.5K0.02%00.0%Unchanged
Raffa Wealth Management, LLC284$23.6K0.01%+17+6.4%Added
Nomura Holdings Inc289$24.0K0.00%+289New
Knott David M Jr284$24.0K0.01%+284New
Financial Synergies Wealth Advisors, Inc.289$24.1K0.00%+27+10.3%Added
Investors Research Corp290$24.1K0.01%00.0%Unchanged
Phocas Financial Corp.300$25.0K0.00%+300New
Hillsdale Investment Management Inc.300$25.0K0.00%+300New