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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 7,840 | $653.0K | 0.08% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 7,850 | $653.6K | 0.40% | +103+1.3% | Added |
| Monograph Wealth Advisors, LLC | 7,874 | $656.0K | 0.17% | −455−5.5% | Reduced |
| FinTrust Capital Advisors, LLC | 7,908 | $658.4K | 0.16% | −221−2.7% | Reduced |
| Ellevest, Inc. | 7,925 | $659.8K | 0.06% | +448+6.0% | Added |
| Laurel Wealth Advisors, Inc. | 7,952 | $662.0K | 0.07% | −103−1.3% | Reduced |
| Bahl & Gaynor Inc | 7,958 | $662.6K | 0.00% | +425+5.6% | Added |
| Edgewood Management LLC | 7,960 | $662.8K | 0.00% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 7,990 | $665.2K | 0.08% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 8,000 | $667.9K | 0.38% | −2,000−20.0% | Reduced |
| SeaCrest Wealth Management, LLC | 8,044 | $669.8K | 0.10% | +283+3.6% | Added |
| Bordeaux Wealth Advisors LLC | 8,048 | $670.1K | 0.37% | −3,463−30.1% | Reduced |
| Wedmont Private Capital | 7,980 | $674.6K | 0.10% | +426+5.6% | Added |
| First Capital Advisors Group, LLC. | 8,133 | $677.2K | 0.46% | −243−2.9% | Reduced |
| DAGCO, Inc. | 8,175 | $680.7K | 0.40% | −5−0.1% | Reduced |
| Great Lakes Advisors, LLC | 8,219 | $684.3K | 0.04% | +8,219 | New |
| Toth Financial Advisory Corp | 8,240 | $686.1K | 0.11% | +7,430+917.3% | Added |
| Navalign, LLC | 8,256 | $687.4K | 0.28% | −7−0.1% | Reduced |
| Qtron Investments LLC | 8,268 | $688.4K | 0.14% | +2,070+33.4% | Added |
| Mutual Advisors, LLC | 8,283 | $689.7K | 0.03% | +707+9.3% | Added |
| Doheny Asset Management | 8,395 | $699.0K | 0.81% | −5,799−40.9% | Reduced |
| Versor Investments LP | 8,400 | $699.4K | 0.06% | +8,400 | New |
| Spire Wealth Management | 8,440 | $703.0K | 0.04% | −34−0.4% | Reduced |
| ETF Managers Group, LLC | 8,487 | $706.6K | 0.03% | +325+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,548 | $711.7K | 0.13% | +257+3.1% | Added |
| Concentric Wealth Management, LLC | 8,581 | $714.5K | 0.24% | −373−4.2% | Reduced |
| Grove Bank & Trust | 8,588 | $715.0K | 0.16% | −1,834−17.6% | Reduced |
| Cresset Asset Management, LLC | 12,105 | $729.0K | 0.01% | −6,541−35.1% | Reduced |
| Boston Financial Mangement LLC | 8,939 | $744.3K | 0.03% | +310+3.6% | Added |
| Intrust Bank NA | 8,947 | $744.9K | 0.10% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 8,968 | $746.7K | 0.01% | +6,557+272.0% | Added |
| Kearns & Associates LLC | 9,000 | $749.3K | 0.79% | +9,000 | New |
| Los Angeles Capital Management LLC | 9,067 | $754.9K | 0.00% | −42,100−82.3% | Reduced |
| Axxcess Wealth Management, LLC | 9,078 | $755.8K | 0.06% | −582−6.0% | Reduced |
| Ironwood Financial, llc | 9,111 | $758.6K | 0.24% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 9,143 | $761.2K | 0.39% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 9,180 | $764.0K | 0.14% | −75−0.8% | Reduced |
| HF Advisory Group, LLC | 9,176 | $764.0K | 0.77% | +9,176 | New |
| Burton Enright Welch | 9,188 | $765.0K | 0.32% | +251+2.8% | Added |
| Kestra Private Wealth Services, LLC | 9,220 | $767.6K | 0.04% | +443+5.0% | Added |
| Apriem Advisors | 9,251 | $770.2K | 0.13% | −35−0.4% | Reduced |
| Cozad Asset Management Inc | 9,254 | $770.5K | 0.11% | +258+2.9% | Added |
| Baldwin Investment Management, LLC | 9,295 | $773.9K | 0.14% | +995+12.0% | Added |
| Private Advisor Group, LLC | 59,733 | $774.0K | 0.04% | −823−1.4% | Reduced |
| Cannell Peter B & Co Inc | 9,346 | $778.1K | 0.03% | −527−5.3% | Reduced |
| SNS Financial Group, LLC | 9,370 | $780.1K | 0.11% | +86+0.9% | Added |
| Shira Ridge Wealth Management | 9,389 | $781.7K | 0.54% | +9,389 | New |
| Ashton Thomas Private Wealth, LLC | 9,426 | $784.8K | 0.08% | −436−4.4% | Reduced |
| Lyell Wealth Management, LP | 9,435 | $785.6K | 0.12% | −20−0.2% | Reduced |
| TCTC Holdings, LLC | 9,570 | $796.8K | 0.03% | −1,450−13.2% | Reduced |
| Claro Advisors LLC | 9,662 | $804.5K | 0.26% | +2,090+27.6% | Added |
| Great Lakes Retirement, Inc. | 9,681 | $806.1K | 0.21% | +9,681 | New |
| MRP Capital Investments, LLC | 9,710 | $808.5K | 0.89% | +9,710 | New |
| HWG Holdings LP | 9,749 | $812.0K | 0.53% | +9,733+60,831.3% | Added |
| Balentine LLC | 9,754 | $812.1K | 0.03% | +396+4.2% | Added |
| Pitcairn Co | 9,824 | $817.9K | 0.08% | +107+1.1% | Added |
| Zeke Capital Advisors, LLC | 9,826 | $818.1K | 0.05% | +2,236+29.5% | Added |
| Sun Life Financial INC | 9,846 | $824.3K | 0.06% | −679−6.5% | Reduced |
| Symmetry Partners, LLC | 9,966 | $830.0K | 0.05% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,008 | $833.0K | 0.54% | −178−1.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 10,007 | $833.2K | 0.48% | +5,162+106.5% | Added |
| Ninety One SA (PTY) Ltd | 10,018 | $834.1K | 0.27% | +2,298+29.8% | Added |
| Avantax Advisory Services, Inc. | 10,050 | $836.8K | 0.01% | −462−4.4% | Reduced |
| Logan Capital Management Inc | 10,097 | $840.7K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 11,759 | $845.0K | 0.05% | 00.0% | Unchanged |
| Riverwater Partners LLC | 10,255 | $853.8K | 0.73% | 00.0% | Unchanged |
| Choate Investment Advisors | 10,306 | $858.1K | 0.05% | +6,741+189.1% | Added |
| Clearstead Advisors, LLC | 10,326 | $859.7K | 0.07% | +606+6.2% | Added |
| Belpointe Asset Management LLC | 10,344 | $861.3K | 0.05% | −5,717−35.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,413 | $867.0K | 0.11% | −464−4.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,435 | $868.8K | 0.36% | +40.0% | Added |
| Moseley Investment Management Inc | 10,480 | $872.6K | 0.63% | −99−0.9% | Reduced |
| Ritholtz Wealth Management | 10,535 | $877.1K | 0.05% | −10,956−51.0% | Reduced |
| Seelaus Asset Management LLC | 10,544 | $878.0K | 0.66% | +1,985+23.2% | Added |
| Coastal Investment Advisors, Inc. | 10,604 | $882.9K | 0.22% | −106−1.0% | Reduced |
| Capital Advantage, Inc. | 10,613 | $883.6K | 0.20% | +120+1.1% | Added |
| Crumly & Associates Inc. | 10,621 | $884.3K | 0.33% | +2,610+32.6% | Added |
| Sage Rhino Capital LLC | 10,642 | $886.1K | 0.28% | +124+1.2% | Added |
| Greatmark Investment Partners, Inc. | 10,677 | $889.0K | 0.16% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 10,693 | $890.0K | 0.39% | +552+5.4% | Added |
| FineMark National Bank & Trust | 10,750 | $895.0K | 0.04% | −38−0.4% | Reduced |
| Hardy Reed LLC | 10,827 | $901.5K | 0.17% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10,837 | $902.3K | 0.00% | −139−1.3% | Reduced |
| Hyperion Capital Advisors LP | 10,899 | $907.5K | 0.45% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 10,956 | $912.2K | 0.35% | −78−0.7% | Reduced |
| Virtus ETF Advisers LLC | 10,984 | $914.5K | 0.48% | +221+2.1% | Added |
| Monte Financial Group, LLC | 11,031 | $918.4K | 0.47% | +634+6.1% | Added |
| Lodestone Wealth Management LLC | 11,060 | $920.9K | 0.74% | +11,060 | New |
| Family Management Corp | 11,069 | $921.6K | 0.22% | 00.0% | Unchanged |
| Arden Trust Co | 11,176 | $930.5K | 0.19% | −852−7.1% | Reduced |
| Glenview Trust Co | 11,231 | $935.1K | 0.03% | +964+9.4% | Added |
| HCR Wealth Advisors | 11,269 | $938.3K | 0.20% | −451−3.8% | Reduced |
| Western Wealth Management, LLC | 11,309 | $941.7K | 0.10% | −13,584−54.6% | Reduced |
| Salem Investment Counselors Inc | 11,323 | $942.8K | 0.04% | −28−0.2% | Reduced |
| Clean Yield Group | 11,330 | $943.3K | 0.41% | −314−2.7% | Reduced |
| Squarepoint Ops LLC | 11,391 | $948.4K | 0.01% | +11,391 | New |
| Osborne Partners Capital Management, LLC | 11,425 | $951.3K | 0.07% | −1,475−11.4% | Reduced |
| Allworth Financial LP | 11,486 | $956.3K | 0.01% | −7,579−39.8% | Reduced |
| Nuance Investments, LLC | 11,497 | $957.2K | 0.02% | +1,406+13.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,742 | $977.6K | 0.05% | 00.0% | Unchanged |