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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 4,128 | $343.7K | 0.03% | +295+7.7% | Added |
| Arete Wealth Advisors, LLC | 4,139 | $344.6K | 0.03% | −1,395−25.2% | Reduced |
| Rosenbaum Jay D. | 4,150 | $345.5K | 0.75% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,178 | $347.9K | 0.05% | −9−0.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,180 | $348.0K | 0.24% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 4,197 | $349.4K | 0.31% | −344−7.6% | Reduced |
| Sutton Wealth Advisors Inc. | 4,214 | $350.9K | 0.13% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,222 | $351.5K | 0.07% | +4,222 | New |
| Brighton Jones LLC | 4,238 | $352.9K | 0.02% | +452+11.9% | Added |
| Azimuth Capital Investment Management LLC | 4,250 | $353.9K | 0.02% | −150−3.4% | Reduced |
| Willis Johnson & Associates, Inc. | 4,256 | $354.4K | 0.05% | +207+5.1% | Added |
| Defined Wealth Management, LLC | 4,267 | $355.3K | 0.33% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,275 | $355.9K | 0.15% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,283 | $356.6K | 0.08% | −47−1.1% | Reduced |
| Atlas Private Wealth Management | 4,291 | $357.2K | 0.16% | +462+12.1% | Added |
| Astoria Portfolio Advisors LLC. | 4,646 | $357.9K | 0.17% | +506+12.2% | Added |
| West Family Investments, Inc. | 4,312 | $359.0K | 0.12% | +24+0.6% | Added |
| YorkBridge Wealth Partners, LLC | 4,319 | $359.6K | 0.09% | −300−6.5% | Reduced |
| Alps Advisors Inc | 4,320 | $359.7K | 0.00% | −24−0.6% | Reduced |
| Tobam | 4,359 | $363.0K | 0.02% | +2,090+92.1% | Added |
| Trustcore Financial Services, LLC | 4,395 | $365.9K | 0.03% | +134+3.1% | Added |
| River Wealth Advisors LLC | 4,409 | $367.1K | 0.07% | −40−0.9% | Reduced |
| Trustmark National Bank Trust Department | 4,447 | $370.3K | 0.03% | +525+13.4% | Added |
| Capital Investment Advisors, LLC | 4,458 | $371.0K | 0.01% | +218+5.1% | Added |
| First Horizon Advisors, Inc. | 4,498 | $374.5K | 0.01% | −341−7.0% | Reduced |
| Chilton Investment Co LLC | 4,519 | $376.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,532 | $377.0K | 0.08% | +215+5.0% | Added |
| Lester Murray Antman dba SimplyRich | 4,541 | $378.0K | 0.15% | 00.0% | Unchanged |
| Graypoint LLC | 4,554 | $379.2K | 0.05% | +701+18.2% | Added |
| Park Place Capital Corp | 4,588 | $382.0K | 0.11% | +4,588 | New |
| Vista Private Wealth Partners. LLC | 4,612 | $384.0K | 0.18% | +177+4.0% | Added |
| Financial Advisory Corp | 4,629 | $385.0K | 0.19% | −63−1.3% | Reduced |
| Progressive Investment Management Corp | 4,647 | $386.9K | 0.15% | +4,647 | New |
| Delta Financial Advisors LLC | 4,681 | $389.7K | 0.19% | 00.0% | Unchanged |
| Parkside Advisors LLC | 4,694 | $390.8K | 0.14% | +813+20.9% | Added |
| Transcend Wealth Collective, LLC | 4,710 | $392.1K | 0.04% | −1,159−19.7% | Reduced |
| Tiedemann Advisors, LLC | 4,714 | $392.5K | 0.02% | +44+0.9% | Added |
| Teamwork Financial Advisors, LLC | 4,733 | $394.0K | 0.08% | −224−4.5% | Reduced |
| Westmount Partners, LLC | 4,765 | $396.8K | 0.21% | +4,765 | New |
| N.E.W. Advisory Services LLC | 4,798 | $399.4K | 0.06% | +590+14.0% | Added |
| Parkside Financial Bank & Trust | 4,804 | $400.0K | 0.12% | +169+3.6% | Added |
| Redhawk Wealth Advisors, Inc. | 4,810 | $400.5K | 0.16% | +4,810 | New |
| Circle Wealth Management, LLC | 4,811 | $400.6K | 0.06% | +131+2.8% | Added |
| Summit X, LLC | 6,350 | $401.3K | 0.12% | −884−12.2% | Reduced |
| ASB Consultores, LLC | 4,859 | $404.6K | 0.17% | −870−15.2% | Reduced |
| Sonora Investment Management Group, LLC | 4,865 | $405.1K | 0.04% | +595+13.9% | Added |
| Tompkins Financial Corp | 4,935 | $411.0K | 0.06% | −539−9.8% | Reduced |
| RFG Advisory, LLC | 5,207 | $411.4K | 0.02% | −270−4.9% | Reduced |
| Meridian Wealth Management, LLC | 4,980 | $414.6K | 0.04% | −4,727−48.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,983 | $414.9K | 0.23% | +1,748+54.0% | Added |
| Viawealth, LLC | 4,865 | $415.6K | 0.34% | +4,865 | New |
| Court Place Advisors, LLC | 5,000 | $416.3K | 0.15% | −350−6.5% | Reduced |
| Kinsale Capital Group, Inc. | 5,000 | $416.3K | 0.36% | +5,000 | New |
| Norway Savings Bank | 5,020 | $418.0K | 0.21% | −75−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 5,027 | $418.6K | 0.02% | +1,388+38.1% | Added |
| Equitable Holdings, Inc. | 5,041 | $419.7K | 0.01% | +1,464+40.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $420.1K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 5,051 | $420.5K | 0.03% | +756+17.6% | Added |
| Nova R Wealth, Inc. | 5,056 | $421.0K | 0.31% | −4−0.1% | Reduced |
| RMB Capital Management, LLC | 5,067 | $421.9K | 0.02% | +844+20.0% | Added |
| Family Legacy, Inc. | 5,362 | $424.7K | 0.19% | +41+0.8% | Added |
| Steel Peak Wealth Management LLC | 5,111 | $425.6K | 0.03% | +5,111 | New |
| Crawford Investment Counsel Inc | 5,154 | $429.1K | 0.01% | +1,460+39.5% | Added |
| Journey Advisory Group, LLC | 5,174 | $430.8K | 0.11% | +1,800+53.3% | Added |
| Diligent Investors, LLC | 5,183 | $431.6K | 0.14% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,192 | $432.3K | 0.02% | +87+1.7% | Added |
| Graham Capital Management, L.P. | 5,198 | $432.8K | 0.02% | +5,198 | New |
| WESPAC Advisors SoCal, LLC | 5,205 | $433.4K | 0.16% | −250−4.6% | Reduced |
| Asset Management Resources, LLC | 5,217 | $434.3K | 0.47% | +92+1.8% | Added |
| Smithfield Trust Co | 5,241 | $435.0K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 5,239 | $436.0K | 0.07% | +103+2.0% | Added |
| Pointe Capital Management LLC | 5,246 | $437.0K | 0.34% | −876−14.3% | Reduced |
| Knightsbridge Asset Management, LLC | 5,280 | $440.0K | 0.08% | −74−1.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,300 | $441.0K | 0.33% | 00.0% | Unchanged |
| American Money Management, LLC | 5,329 | $443.7K | 0.13% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 5,330 | $443.8K | 0.04% | −1,326−19.9% | Reduced |
| New Hampshire Trust | 5,334 | $444.1K | 0.12% | +5,334 | New |
| RSM US Wealth Management LLC | 5,359 | $446.2K | 0.02% | +5,359 | New |
| Fayez Sarofim & Co | 5,363 | $446.5K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 5,381 | $448.0K | 0.03% | 00.0% | Unchanged |
| Mirova | 5,394 | $449.1K | 0.07% | −47−0.9% | Reduced |
| Traynor Capital Management, Inc. | 5,396 | $449.2K | 0.08% | −311−5.4% | Reduced |
| Dynamic Advisor Solutions LLC | 5,407 | $450.2K | 0.03% | +377+7.5% | Added |
| Aberdeen Wealth Management LLC | 5,410 | $450.4K | 0.34% | +10.0% | Added |
| Ferguson Wellman Capital Management, Inc | 5,443 | $453.0K | 0.01% | +200+3.8% | Added |
| Triangle Securities Wealth Management | 5,441 | $453.0K | 0.17% | +85+1.6% | Added |
| Nicolet Bankshares Inc | 5,450 | $453.8K | 0.16% | −10−0.2% | Reduced |
| Gryphon Financial Partners LLC | 5,457 | $454.3K | 0.11% | −65−1.2% | Reduced |
| Welch & Forbes LLC | 5,462 | $454.8K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 5,467 | $455.2K | 0.09% | +5,467 | New |
| 44 Wealth Management LLC | 5,471 | $455.5K | 0.16% | −1,392−20.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,483 | $456.6K | 0.04% | +30+0.6% | Added |
| Moneta Group Investment Advisors LLC | 5,901 | $456.8K | 0.01% | +15+0.3% | Added |
| Addison Advisors LLC | 5,490 | $457.1K | 0.27% | −12−0.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,508 | $458.6K | 0.35% | 00.0% | Unchanged |
| RNC Capital Management LLC | 5,518 | $459.0K | 0.03% | −58−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,547 | $462.0K | 0.02% | +1,166+26.6% | Added |
| Centurion Wealth Management LLC | 5,558 | $462.7K | 0.26% | +5,558 | New |
| Principle Wealth Partners LLC | 5,602 | $466.4K | 0.05% | −62−1.1% | Reduced |
| Credential Qtrade Securities Inc. | 5,604 | $466.6K | 0.03% | −36−0.6% | Reduced |