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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 3,191 | $266.0K | 0.00% | +3,191 | New |
| Grassi Investment Management | 3,193 | $266.0K | 0.04% | +3,193 | New |
| Brave Asset Management Inc | 3,200 | $266.4K | 0.09% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,209 | $267.2K | 0.05% | +284+9.7% | Added |
| Vantage Consulting Group Inc | 3,214 | $267.6K | 0.16% | −447−12.2% | Reduced |
| Syntax Advisors, LLC | 3,214 | $267.6K | 0.22% | −447−12.2% | Reduced |
| Johnson Financial Group, Inc. | 3,217 | $267.8K | 0.02% | 00.0% | Unchanged |
| Verity & Verity, LLC | 3,235 | $269.3K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,239 | $269.7K | 0.00% | +3,239 | New |
| Summit Financial, LLC | 3,247 | $270.4K | 0.03% | +116+3.7% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,255 | $271.0K | 0.11% | +3,255 | New |
| Kistler-Tiffany Companies, LLC | 3,278 | $273.0K | 0.06% | +2,445+293.5% | Added |
| Chiron Capital Management, LLC | 3,300 | $274.8K | 0.19% | −300−8.3% | Reduced |
| Little House Capital LLC | 3,300 | $274.8K | 0.14% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,321 | $276.5K | 0.03% | +308+10.2% | Added |
| Three Bridge Wealth Advisors, LLC | 3,335 | $277.6K | 0.15% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 3,341 | $278.2K | 0.10% | +3,341 | New |
| Boyar Asset Management Inc. | 3,350 | $278.9K | 0.23% | 00.0% | Unchanged |
| Eastern Bank | 3,363 | $280.0K | 0.01% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,372 | $280.8K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,385 | $281.8K | 0.14% | −1,575−31.8% | Reduced |
| Davidson Investment Advisors | 3,385 | $281.8K | 0.02% | −450−11.7% | Reduced |
| Covestor Ltd | 3,399 | $282.0K | 0.23% | −57−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 3,394 | $282.6K | 0.01% | −350−9.3% | Reduced |
| Narus Financial Partners, LLC | 3,403 | $283.3K | 0.16% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,421 | $284.8K | 0.24% | +492+16.8% | Added |
| Marshall Financial Group LLC | 3,422 | $284.9K | 0.11% | −285−7.7% | Reduced |
| Tandem Investment Advisors, Inc. | 3,432 | $286.0K | 0.01% | +3,432 | New |
| Cypress Wealth Services, LLC | 3,446 | $287.0K | 0.09% | +38+1.1% | Added |
| Marcum Wealth, LLC | 3,461 | $288.2K | 0.04% | +3,461 | New |
| LCM Capital Management Inc | 3,472 | $289.1K | 0.28% | 00.0% | Unchanged |
| Haverford Trust Co | 3,490 | $290.6K | 0.00% | −399−10.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,500 | $291.0K | 0.09% | −4,570−56.6% | Reduced |
| Gladstone Institutional Advisory LLC | 3,519 | $293.0K | 0.02% | −265−7.0% | Reduced |
| Pacer Advisors, Inc. | 3,522 | $293.2K | 0.00% | +408+13.1% | Added |
| SageView Advisory Group, LLC | 3,549 | $295.5K | 0.02% | +3,549 | New |
| Telos Capital Management, Inc. | 3,553 | $295.8K | 0.04% | +3,553 | New |
| Westshore Wealth, LLC | 3,563 | $296.7K | 0.17% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,574 | $297.6K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,577 | $297.8K | 0.02% | +663+22.8% | Added |
| Waddell & Associates, LLC | 3,580 | $298.0K | 0.05% | +316+9.7% | Added |
| Verdence Capital Advisors LLC | 3,588 | $298.8K | 0.04% | +3,588 | New |
| IHT Wealth Management, LLC | 3,606 | $300.3K | 0.02% | −328−8.3% | Reduced |
| Klingenstein Fields & Co LP | 3,615 | $301.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,660 | $302.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,638 | $302.9K | 0.04% | +3,638 | New |
| Quantum Financial Advisors, LLC | 3,649 | $303.9K | 0.14% | +9+0.2% | Added |
| Baron Wealth Management LLC | 3,651 | $304.0K | 0.23% | +3,651 | New |
| Cohen Klingenstein LLC | 3,660 | $304.7K | 0.02% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,664 | $305.0K | 4.13% | +10+0.3% | Added |
| West Coast Financial LLC | 3,665 | $305.2K | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,667 | $305.3K | 0.01% | +428+13.2% | Added |
| Kingsview Wealth Management, LLC | 3,698 | $307.9K | 0.01% | −2,293−38.3% | Reduced |
| Purus Wealth Management, LLC | 3,698 | $307.9K | 0.28% | +6+0.2% | Added |
| Absolute Capital Management, LLC | 3,700 | $308.1K | 0.34% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,710 | $308.9K | 0.10% | +3,710 | New |
| Riverview Trust Co | 3,711 | $309.0K | 0.29% | 00.0% | Unchanged |
| Founders Capital Management | 3,714 | $309.0K | 0.23% | 00.0% | Unchanged |
| Carlson Capital Management | 3,717 | $309.5K | 0.02% | +53+1.4% | Added |
| Beaumont Financial Advisors, LLC | 3,720 | $309.7K | 0.03% | +3,720 | New |
| Moss Adams Wealth Advisors LLC | 3,762 | $313.2K | 0.16% | +3,762 | New |
| Insigneo Advisory Services, LLC | 3,779 | $315.0K | 0.12% | +3,779 | New |
| Souders Financial Advisors | 3,786 | $315.2K | 0.07% | +46+1.2% | Added |
| Carson Advisory Inc. | 3,803 | $316.6K | 0.30% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,812 | $317.0K | 0.21% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 3,815 | $318.0K | 0.04% | −8,253−68.4% | Reduced |
| Silvercrest Asset Management Group LLC | 3,824 | $318.4K | 0.00% | +800+26.5% | Added |
| Baxter Bros Inc | 3,837 | $319.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 3,839 | $319.6K | 0.03% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 3,841 | $319.8K | 0.06% | +3,841 | New |
| Virtue Capital Management, LLC | 3,848 | $320.4K | 0.05% | −329−7.9% | Reduced |
| Norris Perne & French LLP | 3,850 | $320.6K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,855 | $321.0K | 0.02% | +1,984+106.0% | Added |
| HMS Capital Management, LLC | 3,861 | $321.5K | 0.22% | −389−9.2% | Reduced |
| L2 Asset Management, LLC | 3,872 | $322.4K | 0.21% | +489+14.5% | Added |
| Alpha Family Trust | 3,875 | $322.6K | 0.29% | +3,875 | New |
| Lindbrook Capital, LLC | 3,880 | $323.0K | 0.04% | +5+0.1% | Added |
| Grandfield & Dodd, LLC | 3,885 | $323.5K | 0.02% | −76−1.9% | Reduced |
| Retirement Planning Group | 3,912 | $325.7K | 0.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,918 | $326.2K | 0.03% | +135+3.6% | Added |
| Sound View Wealth Advisors Group, LLC | 4,750 | $326.8K | 0.04% | +4,750 | New |
| Mather Group, LLC. | 3,933 | $327.5K | 0.01% | +283+7.8% | Added |
| EverSource Wealth Advisors, LLC | 3,934 | $327.5K | 0.05% | +458+13.2% | Added |
| Colton Groome Financial Advisors, LLC | 3,954 | $329.2K | 0.16% | +1,045+35.9% | Added |
| Affinity Capital Advisors, LLC | 3,972 | $330.7K | 0.11% | +203+5.4% | Added |
| Legacy Financial Advisors, Inc. | 3,996 | $332.7K | 0.07% | +946+31.0% | Added |
| Alta Advisers Ltd | 4,000 | $333.0K | 0.20% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,000 | $333.0K | 0.13% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 4,000 | $333.0K | 0.25% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $333.0K | 0.12% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 4,000 | $333.0K | 0.10% | +4,000 | New |
| Triad Investment Management | 4,005 | $333.5K | 0.52% | 00.0% | Unchanged |
| David Loasby | 4,007 | $334.3K | 0.04% | +4,007 | New |
| Essex LLC | 4,044 | $336.7K | 0.10% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,066 | $338.5K | 0.05% | +160+4.1% | Added |
| Jacobi Capital Management LLC | 4,076 | $339.4K | 0.04% | +470+13.0% | Added |
| CKW Financial Group | 4,100 | $341.0K | 0.06% | −300−6.8% | Reduced |
| Van Strum & Towne Inc. | 4,100 | $341.4K | 0.15% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,100 | $341.4K | 0.23% | +300+7.9% | Added |
| CWM Advisors, LLC | 4,108 | $342.0K | 0.04% | +60+1.5% | Added |