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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 12,728 | $1.06M | 0.01% | +450+3.7% | Added |
| HB Wealth Management, LLC | 12,716 | $1.06M | 0.02% | +4,419+53.3% | Added |
| Elmwood Wealth Management, Inc. | 12,712 | $1.06M | 0.53% | +535+4.4% | Added |
| West Financial Advisors, LLC | 12,600 | $1.05M | 0.29% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 12,587 | $1.05M | 0.17% | +60.0% | Added |
| Operose Advisors LLC | 12,491 | $1.04M | 0.56% | +8,006+178.5% | Added |
| BerganKDV Wealth Management, LLC | 12,480 | $1.04M | 0.11% | +1,829+17.2% | Added |
| Paradigm Asset Management Co LLC | 12,400 | $1.03M | 0.29% | +12,400 | New |
| ARGI Investment Services, LLC | 12,313 | $1.02M | 0.03% | −841−6.4% | Reduced |
| Davidson Capital Management Inc. | 12,298 | $1.02M | 0.70% | +12,298 | New |
| Diversified Trust Co | 12,263 | $1.02M | 0.04% | +1,459+13.5% | Added |
| Orion Portfolio Solutions, LLC | 12,204 | $1.02M | 0.04% | +2,843+30.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 12,115 | $1.01M | 0.70% | +180+1.5% | Added |
| Lake Street Advisors Group, LLC | 12,092 | $1.01M | 0.07% | −55−0.5% | Reduced |
| Platform Technology Partners | 12,076 | $1.01M | 0.52% | −42−0.3% | Reduced |
| Smith, Moore & Co. | 12,038 | $1.00M | 0.14% | +1,366+12.8% | Added |
| Greenline Partners, LLC | 12,010 | $1.00M | 0.20% | +2,511+26.4% | Added |
| Mount Yale Investment Advisors, LLC | 11,926 | $993.0K | 0.11% | −72−0.6% | Reduced |
| Hamel Associates, Inc. | 11,910 | $991.6K | 0.34% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11,901 | $990.9K | 0.35% | −595−4.8% | Reduced |
| Systematic Alpha Investments, LLC | 11,901 | $990.9K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 11,899 | $990.7K | 0.29% | −600−4.8% | Reduced |
| Powell Investment Advisors, LLC | 11,816 | $983.8K | 0.57% | +78+0.7% | Added |
| TownSquare Capital, LLC | 11,816 | $983.8K | 0.02% | +1,412+13.6% | Added |
| IMS Capital Management | 11,780 | $980.8K | 0.63% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,742 | $977.6K | 0.05% | 00.0% | Unchanged |
| Nuance Investments, LLC | 11,497 | $957.2K | 0.02% | +1,406+13.9% | Added |
| Allworth Financial LP | 11,486 | $956.3K | 0.01% | −7,579−39.8% | Reduced |
| Osborne Partners Capital Management, LLC | 11,425 | $951.3K | 0.07% | −1,475−11.4% | Reduced |
| Squarepoint Ops LLC | 11,391 | $948.4K | 0.01% | +11,391 | New |
| Clean Yield Group | 11,330 | $943.3K | 0.41% | −314−2.7% | Reduced |
| Salem Investment Counselors Inc | 11,323 | $942.8K | 0.04% | −28−0.2% | Reduced |
| Western Wealth Management, LLC | 11,309 | $941.7K | 0.10% | −13,584−54.6% | Reduced |
| HCR Wealth Advisors | 11,269 | $938.3K | 0.20% | −451−3.8% | Reduced |
| Glenview Trust Co | 11,231 | $935.1K | 0.03% | +964+9.4% | Added |
| Arden Trust Co | 11,176 | $930.5K | 0.19% | −852−7.1% | Reduced |
| Family Management Corp | 11,069 | $921.6K | 0.22% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 11,060 | $920.9K | 0.74% | +11,060 | New |
| Monte Financial Group, LLC | 11,031 | $918.4K | 0.47% | +634+6.1% | Added |
| Virtus ETF Advisers LLC | 10,984 | $914.5K | 0.48% | +221+2.1% | Added |
| Legacy Wealth Asset Management, LLC | 10,956 | $912.2K | 0.35% | −78−0.7% | Reduced |
| Hyperion Capital Advisors LP | 10,899 | $907.5K | 0.45% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10,837 | $902.3K | 0.00% | −139−1.3% | Reduced |
| Hardy Reed LLC | 10,827 | $901.5K | 0.17% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,750 | $895.0K | 0.04% | −38−0.4% | Reduced |
| Sentry Investment Management LLC | 10,693 | $890.0K | 0.39% | +552+5.4% | Added |
| Greatmark Investment Partners, Inc. | 10,677 | $889.0K | 0.16% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,642 | $886.1K | 0.28% | +124+1.2% | Added |
| Crumly & Associates Inc. | 10,621 | $884.3K | 0.33% | +2,610+32.6% | Added |
| Capital Advantage, Inc. | 10,613 | $883.6K | 0.20% | +120+1.1% | Added |
| Coastal Investment Advisors, Inc. | 10,604 | $882.9K | 0.22% | −106−1.0% | Reduced |
| Seelaus Asset Management LLC | 10,544 | $878.0K | 0.66% | +1,985+23.2% | Added |
| Ritholtz Wealth Management | 10,535 | $877.1K | 0.05% | −10,956−51.0% | Reduced |
| Moseley Investment Management Inc | 10,480 | $872.6K | 0.63% | −99−0.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,435 | $868.8K | 0.36% | +40.0% | Added |
| Baker Tilly Wealth Management, LLC | 10,413 | $867.0K | 0.11% | −464−4.3% | Reduced |
| Belpointe Asset Management LLC | 10,344 | $861.3K | 0.05% | −5,717−35.6% | Reduced |
| Clearstead Advisors, LLC | 10,326 | $859.7K | 0.07% | +606+6.2% | Added |
| Choate Investment Advisors | 10,306 | $858.1K | 0.05% | +6,741+189.1% | Added |
| Riverwater Partners LLC | 10,255 | $853.8K | 0.73% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 11,759 | $845.0K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 10,097 | $840.7K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,050 | $836.8K | 0.01% | −462−4.4% | Reduced |
| Ninety One SA (PTY) Ltd | 10,018 | $834.1K | 0.27% | +2,298+29.8% | Added |
| Zimmermann Investment Management & Planning LLC | 10,007 | $833.2K | 0.48% | +5,162+106.5% | Added |
| Aspen Investment Management Inc | 10,008 | $833.0K | 0.54% | −178−1.7% | Reduced |
| Symmetry Partners, LLC | 9,966 | $830.0K | 0.05% | 00.0% | Unchanged |
| Sun Life Financial INC | 9,846 | $824.3K | 0.06% | −679−6.5% | Reduced |
| Zeke Capital Advisors, LLC | 9,826 | $818.1K | 0.05% | +2,236+29.5% | Added |
| Pitcairn Co | 9,824 | $817.9K | 0.08% | +107+1.1% | Added |
| Balentine LLC | 9,754 | $812.1K | 0.03% | +396+4.2% | Added |
| HWG Holdings LP | 9,749 | $812.0K | 0.53% | +9,733+60,831.3% | Added |
| MRP Capital Investments, LLC | 9,710 | $808.5K | 0.89% | +9,710 | New |
| Great Lakes Retirement, Inc. | 9,681 | $806.1K | 0.21% | +9,681 | New |
| Claro Advisors LLC | 9,662 | $804.5K | 0.26% | +2,090+27.6% | Added |
| TCTC Holdings, LLC | 9,570 | $796.8K | 0.03% | −1,450−13.2% | Reduced |
| Lyell Wealth Management, LP | 9,435 | $785.6K | 0.12% | −20−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,426 | $784.8K | 0.08% | −436−4.4% | Reduced |
| Shira Ridge Wealth Management | 9,389 | $781.7K | 0.54% | +9,389 | New |
| SNS Financial Group, LLC | 9,370 | $780.1K | 0.11% | +86+0.9% | Added |
| Cannell Peter B & Co Inc | 9,346 | $778.1K | 0.03% | −527−5.3% | Reduced |
| Private Advisor Group, LLC | 59,733 | $774.0K | 0.04% | −823−1.4% | Reduced |
| Baldwin Investment Management, LLC | 9,295 | $773.9K | 0.14% | +995+12.0% | Added |
| Cozad Asset Management Inc | 9,254 | $770.5K | 0.11% | +258+2.9% | Added |
| Apriem Advisors | 9,251 | $770.2K | 0.13% | −35−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 9,220 | $767.6K | 0.04% | +443+5.0% | Added |
| Burton Enright Welch | 9,188 | $765.0K | 0.32% | +251+2.8% | Added |
| HF Advisory Group, LLC | 9,176 | $764.0K | 0.77% | +9,176 | New |
| Violich Capital Management, Inc. | 9,180 | $764.0K | 0.14% | −75−0.8% | Reduced |
| Omega Financial Group, LLC | 9,143 | $761.2K | 0.39% | 00.0% | Unchanged |
| Ironwood Financial, llc | 9,111 | $758.6K | 0.24% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 9,078 | $755.8K | 0.06% | −582−6.0% | Reduced |
| Los Angeles Capital Management LLC | 9,067 | $754.9K | 0.00% | −42,100−82.3% | Reduced |
| Kearns & Associates LLC | 9,000 | $749.3K | 0.79% | +9,000 | New |
| Cubist Systematic Strategies, LLC | 8,968 | $746.7K | 0.01% | +6,557+272.0% | Added |
| Intrust Bank NA | 8,947 | $744.9K | 0.10% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 8,939 | $744.3K | 0.03% | +310+3.6% | Added |
| Cresset Asset Management, LLC | 12,105 | $729.0K | 0.01% | −6,541−35.1% | Reduced |
| Grove Bank & Trust | 8,588 | $715.0K | 0.16% | −1,834−17.6% | Reduced |
| Concentric Wealth Management, LLC | 8,581 | $714.5K | 0.24% | −373−4.2% | Reduced |