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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 1,926 | $160.0K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,952 | $163.0K | 0.01% | +491+33.6% | Added |
| Castleview Partners, LLC | 1,984 | $165.2K | 0.16% | +65+3.4% | Added |
| Creative Financial Designs Inc | 2,011 | $167.5K | 0.02% | +501+33.2% | Added |
| Tilia Fiduciary Partners, Inc. | 2,114 | $176.0K | 0.17% | −20−0.9% | Reduced |
| South State Corp. | 2,126 | $177.0K | 0.02% | −89−4.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,132 | $178.0K | 0.07% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2,160 | $179.8K | 0.07% | +2,160 | New |
| AlphaCore Capital LLC | 2,197 | $182.9K | 0.07% | +2,197 | New |
| Private Trust Co NA | 2,192 | $183.0K | 0.03% | −868−28.4% | Reduced |
| Western Pacific Wealth Management, LP | 2,249 | $187.3K | 0.16% | +595+36.0% | Added |
| Pittenger & Anderson Inc | 2,266 | $188.7K | 0.01% | −916−28.8% | Reduced |
| Seaport Global Advisors, LLC | 2,297 | $191.2K | 0.66% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2,309 | $192.2K | 0.06% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,415 | $201.1K | 0.07% | −489−16.8% | Reduced |
| Ziegler Capital Management, LLC | 2,426 | $202.0K | 0.01% | +2,426 | New |
| Canandaigua National Corp | 2,424 | $202.0K | 0.03% | +2,424 | New |
| Single Point Partners, LLC | 2,423 | $202.0K | 0.05% | +2,423 | New |
| SFMG, LLC | 2,429 | $202.3K | 0.02% | +2,429 | New |
| Angeles Wealth Management, LLC | 2,430 | $202.3K | 0.04% | +2,430 | New |
| First Affirmative Financial Network | 2,432 | $202.5K | 0.25% | −840−25.7% | Reduced |
| Welch Group, LLC | 2,454 | $204.3K | 0.01% | +2,454 | New |
| Weatherly Asset Management L. P. | 2,459 | $204.7K | 0.03% | +2,459 | New |
| Mission Wealth Management, LP | 2,465 | $205.2K | 0.01% | +2,465 | New |
| Raab & Moskowitz Asset Management LLC | 2,467 | $205.4K | 0.08% | +2,467 | New |
| One Wealth Advisors, LLC | 2,469 | $205.6K | 0.05% | +2,469 | New |
| Avestar Capital, LLC | 2,476 | $206.2K | 0.04% | +2,476 | New |
| Garrett Wealth Advisory Group, LLC | 2,481 | $206.6K | 0.11% | +2,481 | New |
| Provence Wealth Management Group | 2,492 | $207.5K | 0.17% | +2,492 | New |
| SMART Wealth LLC | 2,492 | $207.5K | 0.16% | +2,492 | New |
| Portman Square Capital LLP | 2,500 | $208.2K | 0.10% | +2,500 | New |
| Patton Fund Management, Inc. | 2,524 | $210.0K | 0.06% | +2,524 | New |
| First International Bank & Trust | 2,559 | $213.0K | 0.07% | +2,559 | New |
| Occidental Asset Management, LLC | 2,575 | $214.4K | 0.06% | +2,575 | New |
| 9258 Wealth Management, LLC | 2,581 | $214.9K | 0.05% | −1,768−40.7% | Reduced |
| Ameritas Advisory Services, LLC | 2,582 | $215.0K | 0.01% | +2,582 | New |
| Old Port Advisors | 2,600 | $216.5K | 0.08% | −55−2.1% | Reduced |
| Forte Capital LLC | 2,604 | $216.8K | 0.04% | +2,604 | New |
| Rock Creek Group, LP | 2,611 | $217.4K | 0.03% | +897+52.3% | Added |
| Barings LLC | 2,613 | $217.6K | 0.01% | +2,613 | New |
| Silvia McColl Wealth Management, LLC | 2,623 | $218.4K | 0.21% | +2,623 | New |
| Cahill Financial Advisors Inc | 2,636 | $219.5K | 0.04% | +2,636 | New |
| Broadleaf Partners, LLC | 2,640 | $220.0K | 0.09% | +2,640 | New |
| MONECO Advisors, LLC | 2,643 | $220.1K | 0.08% | +2,643 | New |
| Academy Capital Management Inc | 2,656 | $221.1K | 0.05% | +2,656 | New |
| Nwam LLC | 2,667 | $222.1K | 0.02% | +2,667 | New |
| Benin Management CORP | 2,700 | $224.8K | 0.09% | +2,700 | New |
| Pure Financial Advisors, Inc. | 2,701 | $224.9K | 0.01% | +2,701 | New |
| Waypoint Wealth Partners Inc. | 2,705 | $225.2K | 0.09% | +2,705 | New |
| Five Oceans Advisors | 2,707 | $225.4K | 0.16% | −113−4.0% | Reduced |
| Kolinsky Wealth Management, LLC | 2,718 | $226.0K | 0.26% | +2,718 | New |
| Centric Wealth Management | 2,723 | $226.7K | 0.11% | +2,723 | New |
| Prosperity Wealth Management, Inc. | 2,736 | $227.8K | 0.23% | +2,736 | New |
| Freestone Capital Holdings, LLC | 2,759 | $229.7K | 0.01% | −3,262−54.2% | Reduced |
| Farmers Trust Co | 2,760 | $230.0K | 0.05% | +2,760 | New |
| Evoke Wealth, LLC | 2,765 | $230.2K | 0.01% | +82+3.1% | Added |
| Guyasuta Investment Advisors Inc | 2,780 | $231.5K | 0.02% | +2,780 | New |
| KRS Capital Management, LLC | 2,800 | $233.1K | 0.32% | +2,800 | New |
| Wolverine Trading, LLC | 2,809 | $234.0K | 0.00% | −27,671−90.8% | Reduced |
| BNC Wealth Management, LLC | 2,812 | $234.2K | 0.14% | −553−16.4% | Reduced |
| Fagan Associates, Inc. | 2,813 | $234.2K | 0.06% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 2,814 | $234.3K | 0.08% | +2,814 | New |
| StoneX Group Inc. | 2,820 | $234.8K | 0.03% | +4+0.1% | Added |
| Enterprise Financial Services Corp | 2,839 | $236.5K | 0.16% | +2,839 | New |
| New Potomac Partners, LLC | 2,844 | $236.8K | 0.18% | +2,844 | New |
| C2C Wealth Management, LLC | 3,100 | $237.0K | 0.04% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,847 | $237.1K | 0.00% | +2,847 | New |
| Alliance Wealth Advisors, LLC | 2,853 | $237.5K | 0.20% | −7−0.2% | Reduced |
| International Assets Investment Management, LLC | 2,866 | $238.6K | 0.02% | +2,866 | New |
| Financial Architects, Inc | 2,873 | $239.2K | 0.04% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 2,876 | $239.5K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,888 | $240.5K | 0.21% | −164−5.4% | Reduced |
| Convergence Investment Partners, LLC | 2,907 | $242.1K | 0.14% | −125−4.1% | Reduced |
| Comerica Securities,inc. | 2,916 | $242.8K | 0.02% | +2,916 | New |
| Ausdal Financial Partners, Inc. | 2,921 | $243.2K | 0.04% | −332−10.2% | Reduced |
| E Fund Management Co., Ltd. | 2,936 | $244.0K | 0.02% | −156−5.0% | Reduced |
| Wimmer Associates 1, LLC | 2,935 | $244.4K | 0.16% | +10+0.3% | Added |
| Hartford Funds Management Co LLC | 2,942 | $245.0K | 0.03% | +2,942 | New |
| Kaizen Financial Strategies | 2,960 | $245.6K | 0.24% | −610−17.1% | Reduced |
| Acropolis Investment Management, LLC | 2,960 | $246.4K | 0.02% | +23+0.8% | Added |
| NewEdge Wealth, LLC | 2,969 | $247.2K | 0.01% | +31+1.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,973 | $247.5K | 0.02% | +116+4.1% | Added |
| Veracity Capital LLC | 2,979 | $248.1K | 0.12% | +114+4.0% | Added |
| Romano Brothers and Company | 2,983 | $248.4K | 0.04% | −29−1.0% | Reduced |
| Glassman Wealth Services | 2,991 | $249.0K | 0.05% | +291+10.8% | Added |
| Manchester Capital Management LLC | 2,991 | $249.0K | 0.04% | +43+1.5% | Added |
| Autus Asset Management, LLC | 2,996 | $249.5K | 0.04% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 3,028 | $252.1K | 0.16% | −2,994−49.7% | Reduced |
| Jeppson Wealth Management, LLC | 3,044 | $253.4K | 0.11% | +178+6.2% | Added |
| Warren Averett Asset Management, LLC | 3,058 | $254.6K | 0.01% | −22−0.7% | Reduced |
| Essex Financial Services, Inc. | 3,079 | $256.0K | 0.03% | −132−4.1% | Reduced |
| Carolinas Wealth Consulting LLC | 3,084 | $256.8K | 0.06% | −10.0% | Reduced |
| Acas, LLC | 3,088 | $257.1K | 0.40% | +3,088 | New |
| Trust Co of Virginia | 3,112 | $259.1K | 0.03% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,982 | $260.0K | 0.11% | +471+13.4% | Added |
| Cambridge Trust Co | 3,142 | $262.0K | 0.01% | −22−0.7% | Reduced |
| Noesis Capital Mangement Corp | 3,153 | $263.0K | 0.07% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3,164 | $263.4K | 0.08% | −978−23.6% | Reduced |
| Seed Wealth Management, Inc. | 3,167 | $263.7K | 0.30% | +3,167 | New |
| Stockman Wealth Management, Inc. | 3,184 | $265.1K | 0.06% | 00.0% | Unchanged |