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 |
|---|---|---|---|---|---|
| My Personal CFO, LLC | 48 | $4.00K | 0.00% | +48 | New |
| Blue Bell Private Wealth Management, LLC | 46 | $3.83K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 45 | $3.75K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 44 | $3.66K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 41 | $3.41K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 39 | $3.25K | 0.00% | +39 | New |
| Highline Wealth Partners LLC | 37 | $3.08K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 34 | $2.83K | 0.00% | +19+126.7% | Added |
| Eagle Bay Advisors LLC | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 31 | $2.58K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $2.42K | 0.00% | +29 | New |
| Sofos Investments, Inc. | 83 | $2.10K | 0.02% | −1,069−92.8% | Reduced |
| Sageworth Trust Co | 23 | $2.00K | 0.00% | +23 | New |
| Clear Investment Research, LLC | 26 | $2.00K | 0.00% | +26 | New |
| SRS Capital Advisors, Inc. | 23 | $1.92K | 0.00% | −50−68.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $1.58K | 0.00% | +19 | New |
| Providence Capital Advisors, LLC | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 22 | $1.18K | 0.00% | +22 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $1.00K | 0.01% | −10−50.0% | Reduced |
| Syverson Strege & Co | 6 | $500 | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 6 | $500 | 0.00% | +6 | New |
| Silicon Valley Capital Partners | 0 | $40 | 0.00% | 0 | New |
| Transamerica Financial Advisors, Inc. | 2 | – | – | −31−93.9% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −793,534−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −481,584−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −474,397−100.0% | Sold out |
| Davis Asset Management, L.P. | 0 | $0 | 0.00% | −433,479−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −323,166−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −196,659−100.0% | Sold out |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −163,333−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −158,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −94,433−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −48,573−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −42,153−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −39,600−100.0% | Sold out |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −38,938−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −25,089−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −22,067−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −21,028−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −17,408−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −17,208−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −16,507−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,950−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Patriot Investment Management Inc. | 0 | $0 | 0.00% | −9,157−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,980−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −6,772−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −6,603−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,320−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −5,589−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −5,596−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −5,516−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,497−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,321−100.0% | Sold out |
| Highland Private Wealth Management | 0 | $0 | 0.00% | −5,171−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −4,727−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −4,677−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −3,409−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| DSC Advisors, L.P. | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Berkeley, Inc | 0 | $0 | 0.00% | −3,053−100.0% | Sold out |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,032−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,013−100.0% | Sold out |
| Garrett Investment Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −2,904−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −2,842−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Selway Asset Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Tevis Investment Management | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |