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 |
|---|---|---|---|---|---|
| Raab & Moskowitz Asset Management LLC | 2,467 | $205.4K | 0.08% | +2,467 | New |
| Mission Wealth Management, LP | 2,465 | $205.2K | 0.01% | +2,465 | New |
| Weatherly Asset Management L. P. | 2,459 | $204.7K | 0.03% | +2,459 | New |
| Welch Group, LLC | 2,454 | $204.3K | 0.01% | +2,454 | New |
| First Affirmative Financial Network | 2,432 | $202.5K | 0.25% | −840−25.7% | Reduced |
| Angeles Wealth Management, LLC | 2,430 | $202.3K | 0.04% | +2,430 | New |
| SFMG, LLC | 2,429 | $202.3K | 0.02% | +2,429 | New |
| Canandaigua National Corp | 2,424 | $202.0K | 0.03% | +2,424 | New |
| Single Point Partners, LLC | 2,423 | $202.0K | 0.05% | +2,423 | New |
| Ziegler Capital Management, LLC | 2,426 | $202.0K | 0.01% | +2,426 | New |
| Private Capital Management LLC | 2,415 | $201.1K | 0.07% | −489−16.8% | Reduced |
| Bellwether Advisors, LLC | 2,309 | $192.2K | 0.06% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,297 | $191.2K | 0.66% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,266 | $188.7K | 0.01% | −916−28.8% | Reduced |
| Western Pacific Wealth Management, LP | 2,249 | $187.3K | 0.16% | +595+36.0% | Added |
| Private Trust Co NA | 2,192 | $183.0K | 0.03% | −868−28.4% | Reduced |
| AlphaCore Capital LLC | 2,197 | $182.9K | 0.07% | +2,197 | New |
| Ten Capital Wealth Advisors, LLC | 2,160 | $179.8K | 0.07% | +2,160 | New |
| Pinnacle Bancorp, Inc. | 2,132 | $178.0K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 2,126 | $177.0K | 0.02% | −89−4.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,114 | $176.0K | 0.17% | −20−0.9% | Reduced |
| Creative Financial Designs Inc | 2,011 | $167.5K | 0.02% | +501+33.2% | Added |
| Castleview Partners, LLC | 1,984 | $165.2K | 0.16% | +65+3.4% | Added |
| Massmutual Trust Co FSB | 1,952 | $163.0K | 0.01% | +491+33.6% | Added |
| Pflug Koory, LLC | 1,926 | $160.0K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,874 | $156.0K | 0.02% | +57+3.1% | Added |
| Hartford Financial Management Inc. | 1,800 | $149.9K | 0.04% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,054 | $147.6K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,762 | $146.7K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,755 | $146.0K | 0.02% | +73+4.3% | Added |
| Benjamin Edwards Inc | 1,708 | $142.0K | 0.04% | +32+1.9% | Added |
| Delta Asset Management LLC | 1,674 | $139.4K | 0.02% | +1,674 | New |
| McClarren Financial Advisors, Inc. | 1,642 | $136.0K | 0.13% | +1,642 | New |
| Fortis Capital Advisors, LLC | 1,586 | $132.1K | 0.08% | +1,586 | New |
| St Germain D J Co Inc | 5,339 | $129.1K | 0.04% | +1,547+40.8% | Added |
| Clear Street Markets LLC | 1,542 | $128.0K | 0.03% | +1,542 | New |
| Tradition Wealth Management, LLC | 1,528 | $127.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,514 | $126.1K | 0.02% | +349+30.0% | Added |
| Lee Financial Co | 1,491 | $124.1K | 0.02% | +25+1.7% | Added |
| Mendota Financial Group, LLC | 1,480 | $123.2K | 0.16% | +1,480 | New |
| Concord Wealth Partners | 1,441 | $120.0K | 0.04% | +1,441 | New |
| Leonteq Securities AG | 1,414 | $117.7K | 0.01% | +374+36.0% | Added |
| Barrett & Company, Inc. | 1,388 | $115.6K | 0.08% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,350 | $112.4K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,342 | $112.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,333 | $111.0K | 0.02% | +949+247.1% | Added |
| Heritage Wealth Advisors | 1,329 | $110.7K | 0.01% | +1,329 | New |
| Zions Bancorporation, N.A. | 1,283 | $106.8K | 0.01% | +302+30.8% | Added |
| Optimum Investment Advisors | 1,225 | $102.0K | 0.06% | −541−30.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,218 | $101.4K | 0.04% | +1,218 | New |
| St. James Investment Advisors, LLC | 1,215 | $101.2K | 0.19% | +400+49.1% | Added |
| DT Investment Partners, LLC | 1,213 | $101.0K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 1,220 | $100.7K | 0.08% | +1,220 | New |
| Accurate Wealth Management, LLC | 1,173 | $100.4K | 0.04% | +1,173 | New |
| Oakworth Capital, Inc. | 1,200 | $99.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,150 | $95.7K | 0.04% | −761−39.8% | Reduced |
| Cutler Group LP | 1,114 | $92.0K | 0.01% | −4,303−79.4% | Reduced |
| Disciplined Investments, LLC | 1,099 | $91.5K | 0.04% | +19+1.8% | Added |
| Old North State Trust, LLC | 1,092 | $91.0K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,086 | $90.4K | 0.02% | +60+5.8% | Added |
| Resurgent Financial Advisors LLC | 1,072 | $89.3K | 0.05% | +1,072 | New |
| Global Financial Private Client, LLC | 1,071 | $89.2K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,069 | $89.0K | 0.01% | −179−14.3% | Reduced |
| Bell Investment Advisors, Inc | 1,062 | $88.4K | 0.02% | +96+9.9% | Added |
| Farmers & Merchants Investments Inc | 1,005 | $83.7K | 0.00% | +20+2.0% | Added |
| West Paces Advisors Inc. | 1,004 | $83.6K | 0.03% | −254−20.2% | Reduced |
| Field & Main Bank | 1,000 | $83.3K | 0.05% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,000 | $83.3K | 0.06% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,000 | $83.0K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 977 | $81.3K | 0.07% | +977 | New |
| M&R Capital Management Inc | 976 | $81.3K | 0.02% | +2+0.2% | Added |
| City Holding Co | 975 | $81.2K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 952 | $79.3K | 0.01% | +952 | New |
| Endurance Wealth Management, Inc. | 952 | $79.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 932 | $77.6K | 0.02% | +913+4,805.3% | Added |
| Hollencrest Capital Management | 874 | $72.8K | 0.01% | +874 | New |
| Richard W. Paul & Associates, LLC | 870 | $72.4K | 0.04% | +870 | New |
| MV Capital Management, Inc. | 863 | $71.9K | 0.01% | +107+14.2% | Added |
| Spartan Planning & Wealth Management | 823 | $68.5K | 0.09% | +231+39.0% | Added |
| Glen Eagle Advisors, LLC | 821 | $68.4K | 0.02% | +59+7.7% | Added |
| Financial Connections Group, Inc. | 782 | $65.0K | 0.05% | +335+74.9% | Added |
| HHM Wealth Advisors, LLC | 760 | $63.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 754 | $62.8K | 0.02% | +1+0.1% | Added |
| Column Capital Advisors, LLC | 752 | $62.6K | 0.01% | +260+52.8% | Added |
| Farther Finance Advisors, LLC | 746 | $62.1K | 0.02% | +746 | New |
| AdvisorNet Financial, Inc | 745 | $62.0K | 0.01% | +120+19.2% | Added |
| Bangor Savings Bank | 750 | $62.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 738 | $61.4K | 0.01% | +75+11.3% | Added |
| Hantz Financial Services, Inc. | 713 | $59.0K | 0.00% | −427−37.5% | Reduced |
| First PREMIER Bank | 715 | $59.0K | 0.02% | +450+169.8% | Added |
| Earnest Partners LLC | 682 | $56.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 675 | $56.2K | 0.01% | −47−6.5% | Reduced |
| Global Trust Asset Management, LLC | 671 | $55.9K | 0.03% | +600+845.1% | Added |
| CVA Family Office, LLC | 638 | $53.1K | 0.01% | +135+26.8% | Added |
| American National Bank | 642 | $53.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 625 | $52.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 603 | $50.2K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 600 | $50.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 590 | $49.1K | 0.01% | +12+2.1% | Added |
| North Star Investment Management Corp. | 565 | $47.0K | 0.00% | +13+2.4% | Added |