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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 5,614 | $467.4K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,632 | $468.9K | 0.01% | −19,462−77.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,640 | $469.6K | 0.13% | +1,020+22.1% | Added |
| Chilton Capital Management LLC | 5,650 | $470.4K | 0.03% | −30−0.5% | Reduced |
| Savant Capital, LLC | 5,659 | $471.2K | 0.01% | +430+8.2% | Added |
| Delphia (USA) Inc. | 5,684 | $473.2K | 0.55% | −1,355−19.2% | Reduced |
| Marks Group Wealth Management, Inc | 5,687 | $473.5K | 0.06% | 00.0% | Unchanged |
| CNB Bank | 5,702 | $474.7K | 0.30% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,713 | $475.8K | 0.08% | −1,016−15.1% | Reduced |
| Abbrea Capital, LLC | 5,716 | $475.9K | 0.09% | +1,078+23.2% | Added |
| SRB Corp | 5,744 | $479.0K | 0.03% | +5,744 | New |
| LS Investment Advisors, LLC | 5,755 | $479.2K | 0.09% | +5,755 | New |
| Bank of the West | 5,757 | $479.3K | 0.06% | −74−1.3% | Reduced |
| Childress Capital Advisors, LLC | 5,781 | $481.3K | 0.16% | +925+19.0% | Added |
| Stock Yards Bank & Trust Co | 5,798 | $482.0K | 0.02% | +30+0.5% | Added |
| O'Neil Global Advisors, Inc. | 5,800 | $483.0K | 2.23% | +5,800 | New |
| Wealthcare Advisory Partners LLC | 5,809 | $483.6K | 0.02% | +118+2.1% | Added |
| Sand Hill Global Advisors, LLC | 5,812 | $483.9K | 0.03% | +64+1.1% | Added |
| Advisors Capital Management, LLC | 5,821 | $485.0K | 0.01% | +47+0.8% | Added |
| Index Fund Advisors, Inc. | 5,863 | $488.0K | 0.03% | +619+11.8% | Added |
| Moors & Cabot, Inc. | 5,875 | $489.2K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 5,881 | $489.7K | 0.04% | −1,210−17.1% | Reduced |
| Ropes Wealth Advisors LLC | 5,885 | $490.0K | 0.09% | +928+18.7% | Added |
| Colony Family Offices, LLC | 5,900 | $491.2K | 0.20% | 00.0% | Unchanged |
| Studio Investment Management LLC | 5,952 | $495.6K | 0.16% | +220+3.8% | Added |
| Plante Moran Financial Advisors, LLC | 5,999 | $499.5K | 0.07% | +77+1.3% | Added |
| Peak Planning Group, LLC | 6,004 | $499.9K | 0.44% | 00.0% | Unchanged |
| Keel Point, LLC | 6,023 | $501.5K | 0.08% | −59−1.0% | Reduced |
| Lincoln National Corp | 6,027 | $501.8K | 0.01% | +533+9.7% | Added |
| IFG Advisory, LLC | 6,043 | $503.0K | 0.05% | −132−2.1% | Reduced |
| IFP Advisors, Inc | 12,294 | $509.0K | 0.02% | −2,583−17.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 6,116 | $509.2K | 0.08% | +263+4.5% | Added |
| WNY Asset Management, LLC | 6,118 | $509.4K | 0.14% | +2,490+68.6% | Added |
| Corton Capital Inc. | 6,143 | $511.5K | 0.42% | −767−11.1% | Reduced |
| Angeles Investment Advisors, LLC | 6,171 | $513.8K | 0.04% | +6,171 | New |
| Radnor Capital Management, LLC | 6,620 | $515.0K | 0.13% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,208 | $516.9K | 0.07% | +6,208 | New |
| Garde Capital, Inc. | 6,207 | $517.0K | 0.06% | +2,660+75.0% | Added |
| Integrated Investment Consultants, LLC | 6,220 | $517.8K | 0.17% | +1,029+19.8% | Added |
| TAGStone Capital, Inc. | 6,221 | $518.0K | 0.43% | +17+0.3% | Added |
| Rosenberg Matthew Hamilton | 6,244 | $519.9K | 0.18% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,245 | $520.0K | 0.05% | +269+4.5% | Added |
| Robertson Stephens Wealth Management, LLC | 6,246 | $520.1K | 0.05% | +1,411+29.2% | Added |
| Wintrust Investments LLC | 6,274 | $522.0K | 0.07% | +160+2.6% | Added |
| Accuvest Global Advisors | 6,344 | $528.0K | 0.18% | +6,344 | New |
| Quadrant Private Wealth Management, LLC | 6,347 | $528.5K | 0.18% | +6,347 | New |
| Latitude Advisors, LLC | 6,369 | $530.3K | 0.40% | −234−3.5% | Reduced |
| BSW Wealth Partners | 6,377 | $531.0K | 0.11% | −293−4.4% | Reduced |
| Resources Investment Advisors, LLC. | 6,428 | $535.2K | 0.02% | +466+7.8% | Added |
| First Dallas Securities Inc. | 6,445 | $537.0K | 0.32% | −150−2.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,469 | $538.6K | 0.06% | −55−0.8% | Reduced |
| Transatlantique Private Wealth LLC | 6,484 | $538.6K | 0.32% | −22−0.3% | Reduced |
| Regatta Capital Group, LLC | 6,470 | $538.7K | 0.19% | +680+11.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,541 | $544.6K | 0.08% | +6,541 | New |
| Proficio Capital Partners LLC | 6,547 | $545.1K | 0.10% | +454+7.5% | Added |
| RMR Wealth Builders | 6,550 | $545.3K | 0.12% | −49−0.7% | Reduced |
| Catalyst Financial Partners LLC | 6,603 | $549.8K | 0.28% | +6,603 | New |
| FLC Capital Advisors | 6,621 | $551.3K | 0.17% | +358+5.7% | Added |
| DRW Securities, LLC | 6,641 | $553.0K | 0.11% | +6,641 | New |
| Personal Cfo Solutions, LLC | 6,650 | $553.6K | 0.12% | −719−9.8% | Reduced |
| LVW Advisors, LLC | 6,685 | $556.6K | 0.12% | +37+0.6% | Added |
| MBM Wealth Consultants, LLC | 6,795 | $557.0K | 0.26% | +6,795 | New |
| TCI Wealth Advisors, Inc. | 6,730 | $560.3K | 0.08% | +443+7.0% | Added |
| Harbour Investments, Inc. | 6,795 | $565.7K | 0.03% | +258+3.9% | Added |
| Venture Visionary Partners LLC | 6,799 | $566.1K | 0.04% | +471+7.4% | Added |
| Fiera Capital Corp | 6,814 | $567.3K | 0.00% | +314+4.8% | Added |
| NBT Bank N A | 6,879 | $572.7K | 0.08% | +150+2.2% | Added |
| Focus Financial Network, Inc. | 6,883 | $573.1K | 0.05% | +56+0.8% | Added |
| Orca Investment Management, LLC | 6,896 | $574.2K | 0.73% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,919 | $576.1K | 0.08% | +1,330+23.8% | Added |
| Ledyard National Bank | 6,941 | $577.9K | 0.07% | −3,768−35.2% | Reduced |
| Integrated Wealth Concepts LLC | 6,951 | $579.0K | 0.02% | +180+2.7% | Added |
| Calamos Wealth Management LLC | 7,043 | $586.4K | 0.05% | −260−3.6% | Reduced |
| Cavalier Investments, LLC | 7,096 | $590.8K | 0.21% | −360−4.8% | Reduced |
| Eqis Capital Management, Inc. | 7,122 | $593.0K | 0.07% | −520−6.8% | Reduced |
| Keystone Financial Services | 7,663 | $593.3K | 0.32% | +611+8.7% | Added |
| Tranquilli Financial Advisor LLC | 7,147 | $595.1K | 0.45% | +2,354+49.1% | Added |
| Sigma Planning Corp | 7,152 | $595.5K | 0.02% | +198+2.8% | Added |
| Blueprint Investment Partners LLC | 7,155 | $595.7K | 0.13% | +3,055+74.5% | Added |
| Stevens Capital Management LP | 7,182 | $598.0K | 0.38% | +7,182 | New |
| Garrison Point Advisors, LLC | 7,185 | $598.2K | 0.49% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 7,211 | $600.0K | 0.52% | +7,211 | New |
| GFG Capital, LLC | 7,231 | $602.1K | 0.14% | −17−0.2% | Reduced |
| InterOcean Capital Group, LLC | 7,243 | $603.1K | 0.02% | +363+5.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,285 | $606.5K | 0.20% | −260−3.4% | Reduced |
| Aaron Wealth Advisors | 7,360 | $612.8K | 0.09% | +2,433+49.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,362 | $612.9K | 0.14% | +1,749+31.2% | Added |
| RW Investment Management LLC | 7,365 | $613.2K | 0.24% | +7,365 | New |
| Bragg Financial Advisors, Inc | 7,371 | $613.7K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7,438 | $619.3K | 0.25% | −84−1.1% | Reduced |
| Athena Investment Management | 7,458 | $621.0K | 0.46% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 7,454 | $621.0K | 0.10% | −2,635−26.1% | Reduced |
| Sutton Place Investors LLC | 7,516 | $625.8K | 0.89% | +43+0.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 7,562 | $629.6K | 0.15% | +10.0% | Added |
| Arkadios Wealth Advisors | 7,626 | $634.9K | 0.08% | +99+1.3% | Added |
| Koshinski Asset Management, Inc. | 7,693 | $640.5K | 0.06% | +333+4.5% | Added |
| First National Bank of Hutchinson | 7,707 | $641.7K | 0.54% | +697+9.9% | Added |
| Amica Retiree Medical Trust | 7,790 | $649.0K | 0.83% | −3,073−28.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,800 | $649.4K | 0.05% | 00.0% | Unchanged |
| Albion Financial Group | 7,810 | $650.3K | 0.06% | 00.0% | Unchanged |