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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 16,910 | $1.41M | 0.10% | −49−0.3% | Reduced |
| Griffin Asset Management, Inc. | 16,955 | $1.41M | 0.21% | −100−0.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 17,068 | $1.42M | 0.41% | 00.0% | Unchanged |
| Trust Asset Management LLC | 17,109 | $1.42M | 0.18% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 17,163 | $1.43M | 0.10% | +950+5.9% | Added |
| Delphi Management Inc | 17,217 | $1.43M | 1.73% | +17,217 | New |
| Americana Partners, LLC | 35,388 | $1.44M | 0.25% | +26,490+297.7% | Added |
| FDx Advisors, Inc. | 17,347 | $1.44M | 0.06% | −236−1.3% | Reduced |
| Profund Advisors LLC | 17,344 | $1.44M | 0.09% | +243+1.4% | Added |
| Poehling Capital Management, LLC | 17,349 | $1.44M | 0.54% | +17,349 | New |
| Ameritas Investment Partners, Inc. | 18,622 | $1.45M | 0.06% | −250−1.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 17,449 | $1.45M | 0.16% | +503+3.0% | Added |
| Chicago Partners Investment Group LLC | 17,934 | $1.46M | 0.09% | +1,252+7.5% | Added |
| Continuum Advisory, LLC | 17,491 | $1.46M | 0.26% | +82+0.5% | Added |
| Signet Investment Advisory Group, Inc. | 17,520 | $1.46M | 1.03% | −150−0.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 17,538 | $1.46M | 0.36% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17,540 | $1.46M | 0.10% | +1,224+7.5% | Added |
| Coldstream Capital Management Inc | 17,607 | $1.47M | 0.05% | +17,607 | New |
| Mission Creek Capital Partners, Inc. | 17,782 | $1.48M | 0.53% | +90+0.5% | Added |
| Valeo Financial Advisors, LLC | 17,847 | $1.49M | 0.08% | −835−4.5% | Reduced |
| Hedges Asset Management LLC | 18,000 | $1.50M | 1.34% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 18,076 | $1.51M | 0.60% | +1,712+10.5% | Added |
| AXS Investments LLC | 18,177 | $1.51M | 0.54% | +3,552+24.3% | Added |
| Mizuho Markets Cayman LP | 18,189 | $1.51M | 0.21% | +6,659+57.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,217 | $1.52M | 0.11% | −685−3.6% | Reduced |
| Fiduciary Trust Co | 18,267 | $1.52M | 0.03% | −379−2.0% | Reduced |
| Franklin Street Advisors Inc | 18,383 | $1.53M | 0.15% | −1,350−6.8% | Reduced |
| Aj Wealth Strategies, LLC | 18,450 | $1.54M | 0.08% | +13+0.1% | Added |
| NovaPoint Capital, LLC | 18,573 | $1.55M | 0.68% | −1,118−5.7% | Reduced |
| Davis R M Inc | 18,587 | $1.55M | 0.04% | +116+0.6% | Added |
| SG Americas Securities, LLC | 18,616 | $1.55M | 0.02% | −44,824−70.7% | Reduced |
| Cigna Investments Inc | 18,671 | $1.55M | 0.33% | +48+0.3% | Added |
| Sowell Financial Services LLC | 18,676 | $1.55M | 0.10% | +8,438+82.4% | Added |
| RiverPark Advisors, LLC | 18,681 | $1.56M | 0.74% | −7,440−28.5% | Reduced |
| Penserra Capital Management LLC | 18,734 | $1.56M | 0.03% | +18,330+4,537.1% | Added |
| Vestmark Advisory Solutions, Inc. | 18,757 | $1.56M | 0.08% | +3,039+19.3% | Added |
| Richard Bernstein Advisors LLC | 18,785 | $1.56M | 0.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 18,847 | $1.57M | 0.14% | +1,796+10.5% | Added |
| Essex Savings Bank | 19,002 | $1.58M | 0.56% | +24+0.1% | Added |
| Roberts Wealth Advisors, LLC | 19,309 | $1.58M | 0.76% | −122−0.6% | Reduced |
| Cascade Investment Advisors, Inc. | 19,150 | $1.59M | 1.33% | +100+0.5% | Added |
| Diversified Investment Strategies, LLC | 19,537 | $1.63M | 1.26% | +20.0% | Added |
| Bensler, LLC | 19,715 | $1.64M | 0.36% | +628+3.3% | Added |
| Prelude Capital Management, LLC | 19,718 | $1.64M | 0.10% | +19,718 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 19,736 | $1.64M | 0.25% | +818+4.3% | Added |
| Accretive Wealth Partners, LLC | 19,907 | $1.66M | 1.14% | −612−3.0% | Reduced |
| Bank of Hawaii | 19,934 | $1.66M | 0.10% | +1,271+6.8% | Added |
| Caliber Wealth Management, LLC | 19,965 | $1.66M | 1.27% | +19,965 | New |
| MYDA Advisors LLC | 20,000 | $1.67M | 1.20% | −1,000−4.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.67M | 0.03% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 20,000 | $1.67M | 0.72% | +20,000 | New |
| Pendal Group Limited | 20,117 | $1.67M | 0.01% | −1,747−8.0% | Reduced |
| Montecito Bank & Trust | 20,179 | $1.68M | 0.41% | −250−1.2% | Reduced |
| Greenup Street Wealth Management LLC | 20,190 | $1.68M | 0.71% | +395+2.0% | Added |
| We Are One Seven, LLC | 20,283 | $1.69M | 0.17% | −426−2.1% | Reduced |
| AllGen Financial Advisors, Inc. | 20,291 | $1.69M | 1.21% | +11,340+126.7% | Added |
| Epoch Investment Partners, Inc. | 20,403 | $1.70M | 0.01% | −118−0.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 20,445 | $1.70M | 0.04% | +215+1.1% | Added |
| Crescent Grove Advisors, LLC | 20,458 | $1.70M | 0.18% | +605+3.0% | Added |
| Leisure Capital Management | 20,580 | $1.71M | 0.89% | −601−2.8% | Reduced |
| PFS Investments Inc. | 20,596 | $1.72M | 0.03% | +2,055+11.1% | Added |
| DuPont Capital Management Corp | 20,604 | $1.72M | 0.08% | −5,943−22.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 20,670 | $1.72M | 0.07% | +50.0% | Added |
| Empowered Funds, LLC | 20,776 | $1.73M | 0.11% | +2,621+14.4% | Added |
| Financial Partners Group, LLC | 20,956 | $1.74M | 1.03% | +20,956 | New |
| Beacon Financial Group | 21,032 | $1.75M | 0.24% | −253−1.2% | Reduced |
| Park Avenue Securities LLC | 21,036 | $1.75M | 0.03% | +7,041+50.3% | Added |
| Regions Financial Corp | 21,141 | $1.76M | 0.02% | −2,404−10.2% | Reduced |
| Thomasville National Bank | 21,256 | $1.77M | 0.20% | −30−0.1% | Reduced |
| Titleist Asset Management, Ltd. | 21,294 | $1.77M | 0.42% | −889−4.0% | Reduced |
| Schechter Investment Advisors, LLC | 21,297 | $1.77M | 0.16% | −287−1.3% | Reduced |
| Archford Capital Strategies, LLC | 21,439 | $1.79M | 0.41% | +2,105+10.9% | Added |
| Wealth Alliance | 21,459 | $1.79M | 0.32% | +620+3.0% | Added |
| Linker Capital Management Inc. | 21,477 | $1.79M | 2.05% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 21,495 | $1.79M | 0.92% | +21,495 | New |
| Harbour Capital Advisors, LLC | 21,895 | $1.79M | 0.60% | −987−4.3% | Reduced |
| Birmingham Capital Management Co Inc | 21,700 | $1.81M | 0.69% | −220−1.0% | Reduced |
| Sonen Capital LLC | 21,839 | $1.82M | 2.97% | +611+2.9% | Added |
| Letko, Brosseau & Associates Inc | 21,846 | $1.82M | 0.03% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 21,884 | $1.82M | 1.75% | −3,834−14.9% | Reduced |
| Bridges Investment Management Inc | 21,973 | $1.83M | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 22,026 | $1.83M | 0.05% | +779+3.7% | Added |
| Veriti Management LLC | 22,150 | $1.84M | 0.24% | +1,026+4.9% | Added |
| Buckingham Strategic Wealth, LLC | 22,321 | $1.86M | 0.03% | −849−3.7% | Reduced |
| Herbst Group, LLC | 22,350 | $1.86M | 1.50% | −6,400−22.3% | Reduced |
| Appleton Partners Inc | 22,546 | $1.88M | 0.18% | −2,264−9.1% | Reduced |
| Signaturefd, LLC | 22,701 | $1.89M | 0.06% | +2,115+10.3% | Added |
| Meeder Advisory Services, Inc. | 22,715 | $1.89M | 0.24% | +22,715 | New |
| Seeyond | 22,833 | $1.90M | 0.18% | +6,453+39.4% | Added |
| Foundations Investment Advisors, LLC | 23,087 | $1.92M | 0.08% | −3,921−14.5% | Reduced |
| Huntington National Bank | 23,240 | $1.93M | 0.02% | +788+3.5% | Added |
| Private Asset Management Inc | 23,317 | $1.94M | 0.33% | −2,746−10.5% | Reduced |
| Chemistry Wealth Management LLC | 23,342 | $1.94M | 0.76% | +7,473+47.1% | Added |
| CenterBook Partners LP | 23,404 | $1.95M | 0.32% | −6,935−22.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 23,453 | $1.95M | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 23,500 | $1.96M | 0.09% | +1,076+4.8% | Added |
| Rossmore Private Capital | 23,555 | $1.96M | 0.31% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 23,568 | $1.96M | 0.59% | −1,013−4.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 23,722 | $1.98M | 2.02% | −1,562−6.2% | Reduced |
| Ibex Wealth Advisors | 23,951 | $1.99M | 0.45% | +20,927+692.0% | Added |