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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 8,548 | $711.7K | 0.13% | +257+3.1% | Added |
| ETF Managers Group, LLC | 8,487 | $706.6K | 0.03% | +325+4.0% | Added |
| Spire Wealth Management | 8,440 | $703.0K | 0.04% | −34−0.4% | Reduced |
| Versor Investments LP | 8,400 | $699.4K | 0.06% | +8,400 | New |
| Doheny Asset Management | 8,395 | $699.0K | 0.81% | −5,799−40.9% | Reduced |
| Mutual Advisors, LLC | 8,283 | $689.7K | 0.03% | +707+9.3% | Added |
| Qtron Investments LLC | 8,268 | $688.4K | 0.14% | +2,070+33.4% | Added |
| Navalign, LLC | 8,256 | $687.4K | 0.28% | −7−0.1% | Reduced |
| Toth Financial Advisory Corp | 8,240 | $686.1K | 0.11% | +7,430+917.3% | Added |
| Great Lakes Advisors, LLC | 8,219 | $684.3K | 0.04% | +8,219 | New |
| DAGCO, Inc. | 8,175 | $680.7K | 0.40% | −5−0.1% | Reduced |
| First Capital Advisors Group, LLC. | 8,133 | $677.2K | 0.46% | −243−2.9% | Reduced |
| Wedmont Private Capital | 7,980 | $674.6K | 0.10% | +426+5.6% | Added |
| Bordeaux Wealth Advisors LLC | 8,048 | $670.1K | 0.37% | −3,463−30.1% | Reduced |
| SeaCrest Wealth Management, LLC | 8,044 | $669.8K | 0.10% | +283+3.6% | Added |
| Compass Advisory Group LLC | 8,000 | $667.9K | 0.38% | −2,000−20.0% | Reduced |
| Woodmont Investment Counsel LLC | 7,990 | $665.2K | 0.08% | 00.0% | Unchanged |
| Edgewood Management LLC | 7,960 | $662.8K | 0.00% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 7,958 | $662.6K | 0.00% | +425+5.6% | Added |
| Laurel Wealth Advisors, Inc. | 7,952 | $662.0K | 0.07% | −103−1.3% | Reduced |
| Ellevest, Inc. | 7,925 | $659.8K | 0.06% | +448+6.0% | Added |
| FinTrust Capital Advisors, LLC | 7,908 | $658.4K | 0.16% | −221−2.7% | Reduced |
| Monograph Wealth Advisors, LLC | 7,874 | $656.0K | 0.17% | −455−5.5% | Reduced |
| Zullo Investment Group, Inc. | 7,850 | $653.6K | 0.40% | +103+1.3% | Added |
| Beach Investment Counsel Inc | 7,840 | $653.0K | 0.08% | 00.0% | Unchanged |
| Albion Financial Group | 7,810 | $650.3K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,800 | $649.4K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 7,790 | $649.0K | 0.83% | −3,073−28.3% | Reduced |
| First National Bank of Hutchinson | 7,707 | $641.7K | 0.54% | +697+9.9% | Added |
| Koshinski Asset Management, Inc. | 7,693 | $640.5K | 0.06% | +333+4.5% | Added |
| Arkadios Wealth Advisors | 7,626 | $634.9K | 0.08% | +99+1.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 7,562 | $629.6K | 0.15% | +10.0% | Added |
| Sutton Place Investors LLC | 7,516 | $625.8K | 0.89% | +43+0.6% | Added |
| Altfest L J & Co Inc | 7,454 | $621.0K | 0.10% | −2,635−26.1% | Reduced |
| Athena Investment Management | 7,458 | $621.0K | 0.46% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7,438 | $619.3K | 0.25% | −84−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 7,371 | $613.7K | 0.04% | 00.0% | Unchanged |
| RW Investment Management LLC | 7,365 | $613.2K | 0.24% | +7,365 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,362 | $612.9K | 0.14% | +1,749+31.2% | Added |
| Aaron Wealth Advisors | 7,360 | $612.8K | 0.09% | +2,433+49.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,285 | $606.5K | 0.20% | −260−3.4% | Reduced |
| InterOcean Capital Group, LLC | 7,243 | $603.1K | 0.02% | +363+5.3% | Added |
| GFG Capital, LLC | 7,231 | $602.1K | 0.14% | −17−0.2% | Reduced |
| Intrepid Capital Management Inc | 7,211 | $600.0K | 0.52% | +7,211 | New |
| Garrison Point Advisors, LLC | 7,185 | $598.2K | 0.49% | 00.0% | Unchanged |
| Stevens Capital Management LP | 7,182 | $598.0K | 0.38% | +7,182 | New |
| Blueprint Investment Partners LLC | 7,155 | $595.7K | 0.13% | +3,055+74.5% | Added |
| Sigma Planning Corp | 7,152 | $595.5K | 0.02% | +198+2.8% | Added |
| Tranquilli Financial Advisor LLC | 7,147 | $595.1K | 0.45% | +2,354+49.1% | Added |
| Keystone Financial Services | 7,663 | $593.3K | 0.32% | +611+8.7% | Added |
| Eqis Capital Management, Inc. | 7,122 | $593.0K | 0.07% | −520−6.8% | Reduced |
| Cavalier Investments, LLC | 7,096 | $590.8K | 0.21% | −360−4.8% | Reduced |
| Calamos Wealth Management LLC | 7,043 | $586.4K | 0.05% | −260−3.6% | Reduced |
| Integrated Wealth Concepts LLC | 6,951 | $579.0K | 0.02% | +180+2.7% | Added |
| Ledyard National Bank | 6,941 | $577.9K | 0.07% | −3,768−35.2% | Reduced |
| Two Sigma Securities, LLC | 6,919 | $576.1K | 0.08% | +1,330+23.8% | Added |
| Orca Investment Management, LLC | 6,896 | $574.2K | 0.73% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,883 | $573.1K | 0.05% | +56+0.8% | Added |
| NBT Bank N A | 6,879 | $572.7K | 0.08% | +150+2.2% | Added |
| Fiera Capital Corp | 6,814 | $567.3K | 0.00% | +314+4.8% | Added |
| Venture Visionary Partners LLC | 6,799 | $566.1K | 0.04% | +471+7.4% | Added |
| Harbour Investments, Inc. | 6,795 | $565.7K | 0.03% | +258+3.9% | Added |
| TCI Wealth Advisors, Inc. | 6,730 | $560.3K | 0.08% | +443+7.0% | Added |
| MBM Wealth Consultants, LLC | 6,795 | $557.0K | 0.26% | +6,795 | New |
| LVW Advisors, LLC | 6,685 | $556.6K | 0.12% | +37+0.6% | Added |
| Personal Cfo Solutions, LLC | 6,650 | $553.6K | 0.12% | −719−9.8% | Reduced |
| DRW Securities, LLC | 6,641 | $553.0K | 0.11% | +6,641 | New |
| FLC Capital Advisors | 6,621 | $551.3K | 0.17% | +358+5.7% | Added |
| Catalyst Financial Partners LLC | 6,603 | $549.8K | 0.28% | +6,603 | New |
| RMR Wealth Builders | 6,550 | $545.3K | 0.12% | −49−0.7% | Reduced |
| Proficio Capital Partners LLC | 6,547 | $545.1K | 0.10% | +454+7.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,541 | $544.6K | 0.08% | +6,541 | New |
| Regatta Capital Group, LLC | 6,470 | $538.7K | 0.19% | +680+11.7% | Added |
| Transatlantique Private Wealth LLC | 6,484 | $538.6K | 0.32% | −22−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,469 | $538.6K | 0.06% | −55−0.8% | Reduced |
| First Dallas Securities Inc. | 6,445 | $537.0K | 0.32% | −150−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 6,428 | $535.2K | 0.02% | +466+7.8% | Added |
| BSW Wealth Partners | 6,377 | $531.0K | 0.11% | −293−4.4% | Reduced |
| Latitude Advisors, LLC | 6,369 | $530.3K | 0.40% | −234−3.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,347 | $528.5K | 0.18% | +6,347 | New |
| Accuvest Global Advisors | 6,344 | $528.0K | 0.18% | +6,344 | New |
| Wintrust Investments LLC | 6,274 | $522.0K | 0.07% | +160+2.6% | Added |
| Robertson Stephens Wealth Management, LLC | 6,246 | $520.1K | 0.05% | +1,411+29.2% | Added |
| Rehmann Capital Advisory Group | 6,245 | $520.0K | 0.05% | +269+4.5% | Added |
| Rosenberg Matthew Hamilton | 6,244 | $519.9K | 0.18% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 6,221 | $518.0K | 0.43% | +17+0.3% | Added |
| Integrated Investment Consultants, LLC | 6,220 | $517.8K | 0.17% | +1,029+19.8% | Added |
| Garde Capital, Inc. | 6,207 | $517.0K | 0.06% | +2,660+75.0% | Added |
| Hilltop Holdings Inc. | 6,208 | $516.9K | 0.07% | +6,208 | New |
| Radnor Capital Management, LLC | 6,620 | $515.0K | 0.13% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,171 | $513.8K | 0.04% | +6,171 | New |
| Corton Capital Inc. | 6,143 | $511.5K | 0.42% | −767−11.1% | Reduced |
| WNY Asset Management, LLC | 6,118 | $509.4K | 0.14% | +2,490+68.6% | Added |
| J. L. Bainbridge & Co., Inc. | 6,116 | $509.2K | 0.08% | +263+4.5% | Added |
| IFP Advisors, Inc | 12,294 | $509.0K | 0.02% | −2,583−17.4% | Reduced |
| IFG Advisory, LLC | 6,043 | $503.0K | 0.05% | −132−2.1% | Reduced |
| Lincoln National Corp | 6,027 | $501.8K | 0.01% | +533+9.7% | Added |
| Keel Point, LLC | 6,023 | $501.5K | 0.08% | −59−1.0% | Reduced |
| Peak Planning Group, LLC | 6,004 | $499.9K | 0.44% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5,999 | $499.5K | 0.07% | +77+1.3% | Added |