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 |
|---|---|---|---|---|---|
| IMS Capital Management | 11,780 | $980.8K | 0.63% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,816 | $983.8K | 0.02% | +1,412+13.6% | Added |
| Powell Investment Advisors, LLC | 11,816 | $983.8K | 0.57% | +78+0.7% | Added |
| Summit Asset Management, LLC | 11,899 | $990.7K | 0.29% | −600−4.8% | Reduced |
| Systematic Alpha Investments, LLC | 11,901 | $990.9K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11,901 | $990.9K | 0.35% | −595−4.8% | Reduced |
| Hamel Associates, Inc. | 11,910 | $991.6K | 0.34% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 11,926 | $993.0K | 0.11% | −72−0.6% | Reduced |
| Greenline Partners, LLC | 12,010 | $1.00M | 0.20% | +2,511+26.4% | Added |
| Smith, Moore & Co. | 12,038 | $1.00M | 0.14% | +1,366+12.8% | Added |
| Platform Technology Partners | 12,076 | $1.01M | 0.52% | −42−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 12,092 | $1.01M | 0.07% | −55−0.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 12,115 | $1.01M | 0.70% | +180+1.5% | Added |
| Orion Portfolio Solutions, LLC | 12,204 | $1.02M | 0.04% | +2,843+30.4% | Added |
| Diversified Trust Co | 12,263 | $1.02M | 0.04% | +1,459+13.5% | Added |
| Davidson Capital Management Inc. | 12,298 | $1.02M | 0.70% | +12,298 | New |
| ARGI Investment Services, LLC | 12,313 | $1.02M | 0.03% | −841−6.4% | Reduced |
| Paradigm Asset Management Co LLC | 12,400 | $1.03M | 0.29% | +12,400 | New |
| BerganKDV Wealth Management, LLC | 12,480 | $1.04M | 0.11% | +1,829+17.2% | Added |
| Operose Advisors LLC | 12,491 | $1.04M | 0.56% | +8,006+178.5% | Added |
| Gemmer Asset Management LLC | 12,587 | $1.05M | 0.17% | +60.0% | Added |
| West Financial Advisors, LLC | 12,600 | $1.05M | 0.29% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 12,712 | $1.06M | 0.53% | +535+4.4% | Added |
| HB Wealth Management, LLC | 12,716 | $1.06M | 0.02% | +4,419+53.3% | Added |
| Segall Bryant & Hamill, LLC | 12,728 | $1.06M | 0.01% | +450+3.7% | Added |
| First Financial Corp | 12,730 | $1.06M | 0.65% | +397+3.2% | Added |
| Eagle Asset Management Inc | 13,096 | $1.07M | 0.01% | −46,995−78.2% | Reduced |
| Laffer Tengler Investments | 12,901 | $1.07M | 0.31% | +288+2.3% | Added |
| Evermay Wealth Management LLC | 12,910 | $1.07M | 0.22% | −30−0.2% | Reduced |
| Burns Matteson Capital Management, LLC | 12,942 | $1.08M | 0.71% | −93−0.7% | Reduced |
| Ascent Group, LLC | 13,037 | $1.09M | 0.13% | +1,577+13.8% | Added |
| Winton Group Ltd | 13,061 | $1.09M | 0.07% | −168,129−92.8% | Reduced |
| Forum Financial Management, LP | 13,077 | $1.09M | 0.04% | +282+2.2% | Added |
| South Dakota Investment Council | 13,075 | $1.09M | 0.02% | −3,700−22.1% | Reduced |
| Ronald Blue Trust, Inc. | 15,190 | $1.09M | 0.02% | +6,839+81.9% | Added |
| Heartland Bank & Trust Co | 13,240 | $1.10M | 0.81% | +1,441+12.2% | Added |
| Ambassador Advisors, LLC | 13,318 | $1.11M | 0.24% | +94+0.7% | Added |
| Bollard Group LLC | 13,388 | $1.11M | 0.04% | +30+0.2% | Added |
| Cetera Advisors LLC | 13,400 | $1.12M | 0.02% | +7,183+115.5% | Added |
| Sawtooth Solutions, LLC | 13,604 | $1.13M | 0.15% | +1,185+9.5% | Added |
| Professional Financial Advisors, LLC | 13,703 | $1.14M | 0.77% | +43+0.3% | Added |
| Clay Northam Wealth Management, LLC | 13,773 | $1.15M | 1.32% | −830−5.7% | Reduced |
| Intact Investment Management Inc. | 13,800 | $1.15M | 0.05% | +13,800 | New |
| Copperleaf Capital, LLC | 13,830 | $1.15M | 1.33% | +5,325+62.6% | Added |
| Boyd Watterson Asset Management LLC | 13,862 | $1.15M | 0.48% | +1,956+16.4% | Added |
| Checchi Capital Advisers, LLC | 13,893 | $1.16M | 0.12% | +384+2.8% | Added |
| Cullen/Frost Bankers, Inc. | 13,930 | $1.16M | 0.02% | −180−1.3% | Reduced |
| Apollon Wealth Management, LLC | 13,973 | $1.16M | 0.08% | +1,846+15.2% | Added |
| GWM Advisors LLC | 50,343 | $1.16M | 0.03% | +2,280+4.7% | Added |
| United Capital Financial Advisers, LLC | 13,993 | $1.17M | 0.01% | −1,288−8.4% | Reduced |
| Brown Capital Management LLC | 14,217 | $1.18M | 0.02% | −1,693−10.6% | Reduced |
| Strategic Blueprint, LLC | 14,247 | $1.19M | 0.14% | −1,447−9.2% | Reduced |
| Private Ocean, LLC | 14,253 | $1.19M | 0.15% | +1,962+16.0% | Added |
| Itau Unibanco Holding S.A. | 14,500 | $1.20M | 0.05% | +14,500 | New |
| WBI Investments | 14,464 | $1.20M | 0.26% | +14,464 | New |
| Carmel Capital Partners, LLC | 14,508 | $1.21M | 0.84% | −621−4.1% | Reduced |
| Merit Financial Group, LLC | 14,516 | $1.21M | 0.04% | +422+3.0% | Added |
| Fulton Bank, N.A. | 14,595 | $1.22M | 0.07% | +3,295+29.2% | Added |
| Uncommon Cents Investing LLC | 14,597 | $1.22M | 0.45% | 00.0% | Unchanged |
| Royce & Associates LP | 14,671 | $1.22M | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 14,693 | $1.22M | 0.08% | +11,121+311.3% | Added |
| Stratos Wealth Advisors, LLC | 14,767 | $1.23M | 0.10% | +14,767 | New |
| Wedbush Securities Inc | 14,885 | $1.24M | 0.07% | −214−1.4% | Reduced |
| Lido Advisors, LLC | 14,919 | $1.24M | 0.02% | −46,854−75.8% | Reduced |
| Stonnington Group, LLC | 14,597 | $1.25M | 0.34% | +7,050+93.4% | Added |
| Neumann Capital Management, LLC | 15,019 | $1.25M | 0.59% | −294−1.9% | Reduced |
| Krilogy Financial LLC | 15,023 | $1.25M | 0.12% | +417+2.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 15,063 | $1.25M | 0.45% | +1,839+13.9% | Added |
| Stokes Family Office, LLC | 15,122 | $1.26M | 0.16% | −627−4.0% | Reduced |
| Destination Wealth Management | 15,136 | $1.26M | 0.05% | −433−2.8% | Reduced |
| Csenge Advisory Group | 15,201 | $1.27M | 0.10% | −434−2.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,356 | $1.28M | 0.07% | −3,191−17.2% | Reduced |
| Providence Wealth Advisors, LLC | 15,438 | $1.28M | 0.95% | +23+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,424 | $1.28M | 0.06% | −257−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 15,451 | $1.29M | 0.03% | +5,978+63.1% | Added |
| JNBA Financial Advisors | 15,504 | $1.29M | 0.18% | −167−1.1% | Reduced |
| Quadrant Capital Group LLC | 15,517 | $1.29M | 0.15% | +1,184+8.3% | Added |
| Fruth Investment Management | 15,529 | $1.29M | 0.38% | 00.0% | Unchanged |
| World Equity Group, Inc. | 15,518 | $1.29M | 0.31% | −84−0.5% | Reduced |
| Hall Capital Management Co Inc | 15,522 | $1.29M | 0.78% | +448+3.0% | Added |
| Clarius Group, LLC | 15,641 | $1.30M | 0.12% | +755+5.1% | Added |
| W.H. Cornerstone Investments Inc. | 15,913 | $1.32M | 1.25% | +1,579+11.0% | Added |
| Ballentine Partners, LLC | 15,952 | $1.33M | 0.04% | +669+4.4% | Added |
| Founders Financial Securities LLC | 15,961 | $1.33M | 0.21% | +771+5.1% | Added |
| Horizon Investments, LLC | 16,045 | $1.33M | 0.04% | +10,929+213.6% | Added |
| Mogy Joel R Investment Counsel Inc | 16,021 | $1.33M | 0.13% | +1,674+11.7% | Added |
| Duff & Phelps Investment Management Co | 16,080 | $1.34M | 0.02% | 00.0% | Unchanged |
| Annandale Capital, LLC | 16,132 | $1.34M | 0.44% | 00.0% | Unchanged |
| Caldwell Trust Co | 16,140 | $1.34M | 0.19% | +406+2.6% | Added |
| KB Financial Partners, LLC | 16,228 | $1.35M | 0.46% | −842−4.9% | Reduced |
| Anchor Investment Management, LLC | 16,231 | $1.35M | 0.19% | +4,722+41.0% | Added |
| Garrison Bradford & Associates Inc | 16,549 | $1.38M | 1.67% | +12,000+263.8% | Added |
| Boston Common Asset Management, LLC | 16,585 | $1.38M | 0.07% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 16,617 | $1.38M | 0.70% | −618−3.6% | Reduced |
| Change Path, LLC | 16,615 | $1.38M | 0.08% | −374−2.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 16,792 | $1.40M | 0.34% | +2,108+14.4% | Added |
| Dakota Wealth Management | 16,824 | $1.40M | 0.10% | +2,605+18.3% | Added |
| Fairfield Financial Advisors, LTD | 16,870 | $1.40M | 0.64% | +97+0.6% | Added |
| Tealwood Asset Management Inc | 16,878 | $1.41M | 0.73% | −336−2.0% | Reduced |
| McCarthy Asset Management, Inc. | 16,886 | $1.41M | 0.98% | 00.0% | Unchanged |