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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Exos TFP Holdings LLC | 305 | $25.4K | 0.01% | −165−35.1% | Reduced |
| State of Wyoming | 305 | $25.4K | 0.01% | −23−7.0% | Reduced |
| Jones Financial Companies LLLP | 313 | $26.0K | 0.00% | +25+8.7% | Added |
| Independence Bank of Kentucky | 325 | $27.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 321 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 365 | $27.9K | 0.01% | +365 | New |
| Essex Investment Management Co LLC | 341 | $28.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 359 | $29.9K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 365 | $30.0K | 0.02% | −50−12.0% | Reduced |
| Money Concepts Capital Corp | 365 | $30.4K | 0.00% | +85+30.4% | Added |
| IAG Wealth Partners, LLC | 370 | $30.8K | 0.01% | −125−25.3% | Reduced |
| Crewe Advisors LLC | 376 | $31.3K | 0.00% | −487−56.4% | Reduced |
| Front Row Advisors LLC | 384 | $32.0K | 0.02% | +25+7.0% | Added |
| Newbridge Financial Services Group, Inc. | 395 | $32.9K | 0.02% | −46−10.4% | Reduced |
| Ruedi Wealth Management, Inc. | 396 | $33.0K | 0.02% | +396 | New |
| Atlantic Trust, LLC | 393 | $33.0K | 0.01% | +53+15.6% | Added |
| WFA of San Diego, LLC | 404 | $33.6K | 0.03% | +404 | New |
| JFS Wealth Advisors, LLC | 428 | $35.6K | 0.00% | −13−2.9% | Reduced |
| Abound Wealth Management | 445 | $37.1K | 0.02% | −94−17.4% | Reduced |
| Sittner & Nelson, LLC | 450 | $37.5K | 0.02% | +450 | New |
| Heritage Wealth Management, LLC | 468 | $39.0K | 0.01% | +283+153.0% | Added |
| Asset Dedication, LLC | 486 | $40.0K | 0.00% | +456+1,520.0% | Added |
| Worth Asset Management, LLC | 500 | $41.6K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 561 | $46.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 560 | $47.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 565 | $47.0K | 0.00% | +13+2.4% | Added |
| Sugarloaf Wealth Management, LLC | 590 | $49.1K | 0.01% | +12+2.1% | Added |
| Gould Capital, LLC | 600 | $50.0K | 0.04% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 603 | $50.2K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 625 | $52.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 642 | $53.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 638 | $53.1K | 0.01% | +135+26.8% | Added |
| Global Trust Asset Management, LLC | 671 | $55.9K | 0.03% | +600+845.1% | Added |
| Core Alternative Capital | 675 | $56.2K | 0.01% | −47−6.5% | Reduced |
| Earnest Partners LLC | 682 | $56.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 713 | $59.0K | 0.00% | −427−37.5% | Reduced |
| First PREMIER Bank | 715 | $59.0K | 0.02% | +450+169.8% | Added |
| MCF Advisors LLC | 738 | $61.4K | 0.01% | +75+11.3% | Added |
| Bangor Savings Bank | 750 | $62.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 745 | $62.0K | 0.01% | +120+19.2% | Added |
| Farther Finance Advisors, LLC | 746 | $62.1K | 0.02% | +746 | New |
| Column Capital Advisors, LLC | 752 | $62.6K | 0.01% | +260+52.8% | Added |
| Hexagon Capital Partners LLC | 754 | $62.8K | 0.02% | +1+0.1% | Added |
| HHM Wealth Advisors, LLC | 760 | $63.3K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 782 | $65.0K | 0.05% | +335+74.9% | Added |
| Glen Eagle Advisors, LLC | 821 | $68.4K | 0.02% | +59+7.7% | Added |
| Spartan Planning & Wealth Management | 823 | $68.5K | 0.09% | +231+39.0% | Added |
| MV Capital Management, Inc. | 863 | $71.9K | 0.01% | +107+14.2% | Added |
| Richard W. Paul & Associates, LLC | 870 | $72.4K | 0.04% | +870 | New |
| Hollencrest Capital Management | 874 | $72.8K | 0.01% | +874 | New |
| TFC Financial Management | 932 | $77.6K | 0.02% | +913+4,805.3% | Added |
| Endurance Wealth Management, Inc. | 952 | $79.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 952 | $79.3K | 0.01% | +952 | New |
| City Holding Co | 975 | $81.2K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 976 | $81.3K | 0.02% | +2+0.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 977 | $81.3K | 0.07% | +977 | New |
| America First Investment Advisors, LLC | 1,000 | $83.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 1,000 | $83.3K | 0.05% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $83.3K | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,004 | $83.6K | 0.03% | −254−20.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,005 | $83.7K | 0.00% | +20+2.0% | Added |
| Bell Investment Advisors, Inc | 1,062 | $88.4K | 0.02% | +96+9.9% | Added |
| Baystate Wealth Management LLC | 1,069 | $89.0K | 0.01% | −179−14.3% | Reduced |
| Global Financial Private Client, LLC | 1,071 | $89.2K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,072 | $89.3K | 0.05% | +1,072 | New |
| SOA Wealth Advisors, LLC. | 1,086 | $90.4K | 0.02% | +60+5.8% | Added |
| Old North State Trust, LLC | 1,092 | $91.0K | 0.06% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,099 | $91.5K | 0.04% | +19+1.8% | Added |
| Cutler Group LP | 1,114 | $92.0K | 0.01% | −4,303−79.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,150 | $95.7K | 0.04% | −761−39.8% | Reduced |
| Oakworth Capital, Inc. | 1,200 | $99.9K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,173 | $100.4K | 0.04% | +1,173 | New |
| Granite FO LLC | 1,220 | $100.7K | 0.08% | +1,220 | New |
| DT Investment Partners, LLC | 1,213 | $101.0K | 0.01% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 1,215 | $101.2K | 0.19% | +400+49.1% | Added |
| MinichMacGregor Wealth Management, LLC | 1,218 | $101.4K | 0.04% | +1,218 | New |
| Optimum Investment Advisors | 1,225 | $102.0K | 0.06% | −541−30.6% | Reduced |
| Zions Bancorporation, N.A. | 1,283 | $106.8K | 0.01% | +302+30.8% | Added |
| Heritage Wealth Advisors | 1,329 | $110.7K | 0.01% | +1,329 | New |
| Arlington Partners LLC | 1,333 | $111.0K | 0.02% | +949+247.1% | Added |
| Dividend Assets Capital, LLC | 1,342 | $112.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,350 | $112.4K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,388 | $115.6K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,414 | $117.7K | 0.01% | +374+36.0% | Added |
| Concord Wealth Partners | 1,441 | $120.0K | 0.04% | +1,441 | New |
| Mendota Financial Group, LLC | 1,480 | $123.2K | 0.16% | +1,480 | New |
| Lee Financial Co | 1,491 | $124.1K | 0.02% | +25+1.7% | Added |
| Quent Capital, LLC | 1,514 | $126.1K | 0.02% | +349+30.0% | Added |
| Tradition Wealth Management, LLC | 1,528 | $127.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,542 | $128.0K | 0.03% | +1,542 | New |
| St Germain D J Co Inc | 5,339 | $129.1K | 0.04% | +1,547+40.8% | Added |
| Fortis Capital Advisors, LLC | 1,586 | $132.1K | 0.08% | +1,586 | New |
| McClarren Financial Advisors, Inc. | 1,642 | $136.0K | 0.13% | +1,642 | New |
| Delta Asset Management LLC | 1,674 | $139.4K | 0.02% | +1,674 | New |
| Benjamin Edwards Inc | 1,708 | $142.0K | 0.04% | +32+1.9% | Added |
| Hills Bank & Trust Co | 1,755 | $146.0K | 0.02% | +73+4.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,762 | $146.7K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,054 | $147.6K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,800 | $149.9K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,874 | $156.0K | 0.02% | +57+3.1% | Added |