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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 5,952 | $495.6K | 0.16% | +220+3.8% | Added |
| Colony Family Offices, LLC | 5,900 | $491.2K | 0.20% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 5,885 | $490.0K | 0.09% | +928+18.7% | Added |
| Equitable Trust Co | 5,881 | $489.7K | 0.04% | −1,210−17.1% | Reduced |
| Moors & Cabot, Inc. | 5,875 | $489.2K | 0.03% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 5,863 | $488.0K | 0.03% | +619+11.8% | Added |
| Advisors Capital Management, LLC | 5,821 | $485.0K | 0.01% | +47+0.8% | Added |
| Sand Hill Global Advisors, LLC | 5,812 | $483.9K | 0.03% | +64+1.1% | Added |
| Wealthcare Advisory Partners LLC | 5,809 | $483.6K | 0.02% | +118+2.1% | Added |
| O'Neil Global Advisors, Inc. | 5,800 | $483.0K | 2.23% | +5,800 | New |
| Stock Yards Bank & Trust Co | 5,798 | $482.0K | 0.02% | +30+0.5% | Added |
| Childress Capital Advisors, LLC | 5,781 | $481.3K | 0.16% | +925+19.0% | Added |
| Bank of the West | 5,757 | $479.3K | 0.06% | −74−1.3% | Reduced |
| LS Investment Advisors, LLC | 5,755 | $479.2K | 0.09% | +5,755 | New |
| SRB Corp | 5,744 | $479.0K | 0.03% | +5,744 | New |
| Abbrea Capital, LLC | 5,716 | $475.9K | 0.09% | +1,078+23.2% | Added |
| Main Street Financial Solutions, LLC | 5,713 | $475.8K | 0.08% | −1,016−15.1% | Reduced |
| CNB Bank | 5,702 | $474.7K | 0.30% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,687 | $473.5K | 0.06% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 5,684 | $473.2K | 0.55% | −1,355−19.2% | Reduced |
| Savant Capital, LLC | 5,659 | $471.2K | 0.01% | +430+8.2% | Added |
| Chilton Capital Management LLC | 5,650 | $470.4K | 0.03% | −30−0.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,640 | $469.6K | 0.13% | +1,020+22.1% | Added |
| Verition Fund Management LLC | 5,632 | $468.9K | 0.01% | −19,462−77.6% | Reduced |
| Boston Trust Walden Corp | 5,614 | $467.4K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 5,604 | $466.6K | 0.03% | −36−0.6% | Reduced |
| Principle Wealth Partners LLC | 5,602 | $466.4K | 0.05% | −62−1.1% | Reduced |
| Centurion Wealth Management LLC | 5,558 | $462.7K | 0.26% | +5,558 | New |
| Benjamin F. Edwards & Company, Inc. | 5,547 | $462.0K | 0.02% | +1,166+26.6% | Added |
| RNC Capital Management LLC | 5,518 | $459.0K | 0.03% | −58−1.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,508 | $458.6K | 0.35% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,490 | $457.1K | 0.27% | −12−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 5,901 | $456.8K | 0.01% | +15+0.3% | Added |
| Joel Isaacson & Co., LLC | 5,483 | $456.6K | 0.04% | +30+0.6% | Added |
| 44 Wealth Management LLC | 5,471 | $455.5K | 0.16% | −1,392−20.3% | Reduced |
| Biltmore Family Office, LLC | 5,467 | $455.2K | 0.09% | +5,467 | New |
| Welch & Forbes LLC | 5,462 | $454.8K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,457 | $454.3K | 0.11% | −65−1.2% | Reduced |
| Nicolet Bankshares Inc | 5,450 | $453.8K | 0.16% | −10−0.2% | Reduced |
| Triangle Securities Wealth Management | 5,441 | $453.0K | 0.17% | +85+1.6% | Added |
| Ferguson Wellman Capital Management, Inc | 5,443 | $453.0K | 0.01% | +200+3.8% | Added |
| Aberdeen Wealth Management LLC | 5,410 | $450.4K | 0.34% | +10.0% | Added |
| Dynamic Advisor Solutions LLC | 5,407 | $450.2K | 0.03% | +377+7.5% | Added |
| Traynor Capital Management, Inc. | 5,396 | $449.2K | 0.08% | −311−5.4% | Reduced |
| Mirova | 5,394 | $449.1K | 0.07% | −47−0.9% | Reduced |
| Hyman Charles D | 5,381 | $448.0K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 5,363 | $446.5K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,359 | $446.2K | 0.02% | +5,359 | New |
| New Hampshire Trust | 5,334 | $444.1K | 0.12% | +5,334 | New |
| Gerber Kawasaki Wealth & Investment Management | 5,330 | $443.8K | 0.04% | −1,326−19.9% | Reduced |
| American Money Management, LLC | 5,329 | $443.7K | 0.13% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,300 | $441.0K | 0.33% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 5,280 | $440.0K | 0.08% | −74−1.4% | Reduced |
| Pointe Capital Management LLC | 5,246 | $437.0K | 0.34% | −876−14.3% | Reduced |
| Desjardins Global Asset Management Inc. | 5,239 | $436.0K | 0.07% | +103+2.0% | Added |
| Smithfield Trust Co | 5,241 | $435.0K | 0.03% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 5,217 | $434.3K | 0.47% | +92+1.8% | Added |
| WESPAC Advisors SoCal, LLC | 5,205 | $433.4K | 0.16% | −250−4.6% | Reduced |
| Graham Capital Management, L.P. | 5,198 | $432.8K | 0.02% | +5,198 | New |
| Prospera Financial Services Inc | 5,192 | $432.3K | 0.02% | +87+1.7% | Added |
| Diligent Investors, LLC | 5,183 | $431.6K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,174 | $430.8K | 0.11% | +1,800+53.3% | Added |
| Crawford Investment Counsel Inc | 5,154 | $429.1K | 0.01% | +1,460+39.5% | Added |
| Steel Peak Wealth Management LLC | 5,111 | $425.6K | 0.03% | +5,111 | New |
| Family Legacy, Inc. | 5,362 | $424.7K | 0.19% | +41+0.8% | Added |
| RMB Capital Management, LLC | 5,067 | $421.9K | 0.02% | +844+20.0% | Added |
| Nova R Wealth, Inc. | 5,056 | $421.0K | 0.31% | −4−0.1% | Reduced |
| Alpha Cubed Investments, LLC | 5,051 | $420.5K | 0.03% | +756+17.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $420.1K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,041 | $419.7K | 0.01% | +1,464+40.9% | Added |
| Avantax Planning Partners, Inc. | 5,027 | $418.6K | 0.02% | +1,388+38.1% | Added |
| Norway Savings Bank | 5,020 | $418.0K | 0.21% | −75−1.5% | Reduced |
| Court Place Advisors, LLC | 5,000 | $416.3K | 0.15% | −350−6.5% | Reduced |
| Kinsale Capital Group, Inc. | 5,000 | $416.3K | 0.36% | +5,000 | New |
| Viawealth, LLC | 4,865 | $415.6K | 0.34% | +4,865 | New |
| FSB Premier Wealth Management, Inc. | 4,983 | $414.9K | 0.23% | +1,748+54.0% | Added |
| Meridian Wealth Management, LLC | 4,980 | $414.6K | 0.04% | −4,727−48.7% | Reduced |
| RFG Advisory, LLC | 5,207 | $411.4K | 0.02% | −270−4.9% | Reduced |
| Tompkins Financial Corp | 4,935 | $411.0K | 0.06% | −539−9.8% | Reduced |
| Sonora Investment Management Group, LLC | 4,865 | $405.1K | 0.04% | +595+13.9% | Added |
| ASB Consultores, LLC | 4,859 | $404.6K | 0.17% | −870−15.2% | Reduced |
| Summit X, LLC | 6,350 | $401.3K | 0.12% | −884−12.2% | Reduced |
| Circle Wealth Management, LLC | 4,811 | $400.6K | 0.06% | +131+2.8% | Added |
| Redhawk Wealth Advisors, Inc. | 4,810 | $400.5K | 0.16% | +4,810 | New |
| Parkside Financial Bank & Trust | 4,804 | $400.0K | 0.12% | +169+3.6% | Added |
| N.E.W. Advisory Services LLC | 4,798 | $399.4K | 0.06% | +590+14.0% | Added |
| Westmount Partners, LLC | 4,765 | $396.8K | 0.21% | +4,765 | New |
| Teamwork Financial Advisors, LLC | 4,733 | $394.0K | 0.08% | −224−4.5% | Reduced |
| Tiedemann Advisors, LLC | 4,714 | $392.5K | 0.02% | +44+0.9% | Added |
| Transcend Wealth Collective, LLC | 4,710 | $392.1K | 0.04% | −1,159−19.7% | Reduced |
| Parkside Advisors LLC | 4,694 | $390.8K | 0.14% | +813+20.9% | Added |
| Delta Financial Advisors LLC | 4,681 | $389.7K | 0.19% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 4,647 | $386.9K | 0.15% | +4,647 | New |
| Financial Advisory Corp | 4,629 | $385.0K | 0.19% | −63−1.3% | Reduced |
| Vista Private Wealth Partners. LLC | 4,612 | $384.0K | 0.18% | +177+4.0% | Added |
| Park Place Capital Corp | 4,588 | $382.0K | 0.11% | +4,588 | New |
| Graypoint LLC | 4,554 | $379.2K | 0.05% | +701+18.2% | Added |
| Lester Murray Antman dba SimplyRich | 4,541 | $378.0K | 0.15% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,532 | $377.0K | 0.08% | +215+5.0% | Added |
| Chilton Investment Co LLC | 4,519 | $376.3K | 0.01% | 00.0% | Unchanged |