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 | 2,173 | $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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 4,498 | $374.5K | 0.01% | −341−7.0% | Reduced |
| Capital Investment Advisors, LLC | 4,458 | $371.0K | 0.01% | +218+5.1% | Added |
| Trustmark National Bank Trust Department | 4,447 | $370.3K | 0.03% | +525+13.4% | Added |
| River Wealth Advisors LLC | 4,409 | $367.1K | 0.07% | −40−0.9% | Reduced |
| Trustcore Financial Services, LLC | 4,395 | $365.9K | 0.03% | +134+3.1% | Added |
| Tobam | 4,359 | $363.0K | 0.02% | +2,090+92.1% | Added |
| Alps Advisors Inc | 4,320 | $359.7K | 0.00% | −24−0.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,319 | $359.6K | 0.09% | −300−6.5% | Reduced |
| West Family Investments, Inc. | 4,312 | $359.0K | 0.12% | +24+0.6% | Added |
| Astoria Portfolio Advisors LLC. | 4,646 | $357.9K | 0.17% | +506+12.2% | Added |
| Atlas Private Wealth Management | 4,291 | $357.2K | 0.16% | +462+12.1% | Added |
| Institute for Wealth Management, LLC. | 4,283 | $356.6K | 0.08% | −47−1.1% | Reduced |
| Old Mission Investment Co LLC | 4,275 | $355.9K | 0.15% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 4,267 | $355.3K | 0.33% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,256 | $354.4K | 0.05% | +207+5.1% | Added |
| Azimuth Capital Investment Management LLC | 4,250 | $353.9K | 0.02% | −150−3.4% | Reduced |
| Brighton Jones LLC | 4,238 | $352.9K | 0.02% | +452+11.9% | Added |
| V Wealth Advisors LLC | 4,222 | $351.5K | 0.07% | +4,222 | New |
| Sutton Wealth Advisors Inc. | 4,214 | $350.9K | 0.13% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 4,197 | $349.4K | 0.31% | −344−7.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,180 | $348.0K | 0.24% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,178 | $347.9K | 0.05% | −9−0.2% | Reduced |
| Rosenbaum Jay D. | 4,150 | $345.5K | 0.75% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,139 | $344.6K | 0.03% | −1,395−25.2% | Reduced |
| Klingman & Associates, LLC | 4,128 | $343.7K | 0.03% | +295+7.7% | Added |
| CWM Advisors, LLC | 4,108 | $342.0K | 0.04% | +60+1.5% | Added |
| Van Strum & Towne Inc. | 4,100 | $341.4K | 0.15% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,100 | $341.4K | 0.23% | +300+7.9% | Added |
| CKW Financial Group | 4,100 | $341.0K | 0.06% | −300−6.8% | Reduced |
| Jacobi Capital Management LLC | 4,076 | $339.4K | 0.04% | +470+13.0% | Added |
| PDS Planning, Inc | 4,066 | $338.5K | 0.05% | +160+4.1% | Added |
| Essex LLC | 4,044 | $336.7K | 0.10% | 00.0% | Unchanged |
| David Loasby | 4,007 | $334.3K | 0.04% | +4,007 | New |
| Triad Investment Management | 4,005 | $333.5K | 0.52% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,000 | $333.0K | 0.13% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 4,000 | $333.0K | 0.25% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $333.0K | 0.12% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 4,000 | $333.0K | 0.10% | +4,000 | New |
| Alta Advisers Ltd | 4,000 | $333.0K | 0.20% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,996 | $332.7K | 0.07% | +946+31.0% | Added |
| Affinity Capital Advisors, LLC | 3,972 | $330.7K | 0.11% | +203+5.4% | Added |
| Colton Groome Financial Advisors, LLC | 3,954 | $329.2K | 0.16% | +1,045+35.9% | Added |
| EverSource Wealth Advisors, LLC | 3,934 | $327.5K | 0.05% | +458+13.2% | Added |
| Mather Group, LLC. | 3,933 | $327.5K | 0.01% | +283+7.8% | Added |
| Sound View Wealth Advisors Group, LLC | 4,750 | $326.8K | 0.04% | +4,750 | New |
| Regal Investment Advisors LLC | 3,918 | $326.2K | 0.03% | +135+3.6% | Added |
| Retirement Planning Group | 3,912 | $325.7K | 0.04% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,885 | $323.5K | 0.02% | −76−1.9% | Reduced |
| Lindbrook Capital, LLC | 3,880 | $323.0K | 0.04% | +5+0.1% | Added |
| Alpha Family Trust | 3,875 | $322.6K | 0.29% | +3,875 | New |
| L2 Asset Management, LLC | 3,872 | $322.4K | 0.21% | +489+14.5% | Added |
| HMS Capital Management, LLC | 3,861 | $321.5K | 0.22% | −389−9.2% | Reduced |
| Edge Capital Group, LLC | 3,855 | $321.0K | 0.02% | +1,984+106.0% | Added |
| Norris Perne & French LLP | 3,850 | $320.6K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,848 | $320.4K | 0.05% | −329−7.9% | Reduced |
| Lodestar Private Asset Management LLC | 3,841 | $319.8K | 0.06% | +3,841 | New |
| Sargent Bickham Lagudis LLC | 3,839 | $319.6K | 0.03% | 00.0% | Unchanged |
| Baxter Bros Inc | 3,837 | $319.0K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,824 | $318.4K | 0.00% | +800+26.5% | Added |
| First Business Financial Services, Inc. | 3,815 | $318.0K | 0.04% | −8,253−68.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,812 | $317.0K | 0.21% | 00.0% | Unchanged |
| Carson Advisory Inc. | 3,803 | $316.6K | 0.30% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,786 | $315.2K | 0.07% | +46+1.2% | Added |
| Insigneo Advisory Services, LLC | 3,779 | $315.0K | 0.12% | +3,779 | New |
| Moss Adams Wealth Advisors LLC | 3,762 | $313.2K | 0.16% | +3,762 | New |
| Beaumont Financial Advisors, LLC | 3,720 | $309.7K | 0.03% | +3,720 | New |
| Carlson Capital Management | 3,717 | $309.5K | 0.02% | +53+1.4% | Added |
| Riverview Trust Co | 3,711 | $309.0K | 0.29% | 00.0% | Unchanged |
| Founders Capital Management | 3,714 | $309.0K | 0.23% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,710 | $308.9K | 0.10% | +3,710 | New |
| Absolute Capital Management, LLC | 3,700 | $308.1K | 0.34% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,698 | $307.9K | 0.28% | +6+0.2% | Added |
| Kingsview Wealth Management, LLC | 3,698 | $307.9K | 0.01% | −2,293−38.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,667 | $305.3K | 0.01% | +428+13.2% | Added |
| West Coast Financial LLC | 3,665 | $305.2K | 0.05% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,664 | $305.0K | 4.13% | +10+0.3% | Added |
| Cohen Klingenstein LLC | 3,660 | $304.7K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,651 | $304.0K | 0.23% | +3,651 | New |
| Quantum Financial Advisors, LLC | 3,649 | $303.9K | 0.14% | +9+0.2% | Added |
| Simon Quick Advisors, LLC | 3,638 | $302.9K | 0.04% | +3,638 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,660 | $302.0K | 0.01% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,615 | $301.0K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,606 | $300.3K | 0.02% | −328−8.3% | Reduced |
| Verdence Capital Advisors LLC | 3,588 | $298.8K | 0.04% | +3,588 | New |
| Waddell & Associates, LLC | 3,580 | $298.0K | 0.05% | +316+9.7% | Added |
| Proequities, Inc. | 3,577 | $297.8K | 0.02% | +663+22.8% | Added |
| Sigma Investment Counselors Inc | 3,574 | $297.6K | 0.02% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 3,563 | $296.7K | 0.17% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 3,553 | $295.8K | 0.04% | +3,553 | New |
| SageView Advisory Group, LLC | 3,549 | $295.5K | 0.02% | +3,549 | New |
| Pacer Advisors, Inc. | 3,522 | $293.2K | 0.00% | +408+13.1% | Added |
| Gladstone Institutional Advisory LLC | 3,519 | $293.0K | 0.02% | −265−7.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,500 | $291.0K | 0.09% | −4,570−56.6% | Reduced |
| Haverford Trust Co | 3,490 | $290.6K | 0.00% | −399−10.3% | Reduced |
| LCM Capital Management Inc | 3,472 | $289.1K | 0.28% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,461 | $288.2K | 0.04% | +3,461 | New |
| Cypress Wealth Services, LLC | 3,446 | $287.0K | 0.09% | +38+1.1% | Added |
| Tandem Investment Advisors, Inc. | 3,432 | $286.0K | 0.01% | +3,432 | New |
| Marshall Financial Group LLC | 3,422 | $284.9K | 0.11% | −285−7.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,421 | $284.8K | 0.24% | +492+16.8% | Added |