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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 43,227 | $3.60M | 0.07% | −1,743−3.9% | Reduced |
| Pettee Investors, Inc. | 43,152 | $3.59M | 1.76% | 00.0% | Unchanged |
| Scotia Capital Inc. | 42,939 | $3.58M | 0.03% | −13,551−24.0% | Reduced |
| Pring Turner Capital Group Inc | 42,937 | $3.57M | 3.90% | −10,648−19.9% | Reduced |
| Stony Point Wealth Management Inc. | 42,627 | $3.55M | 1.96% | +28,647+204.9% | Added |
| PEAK6 Investments LLC | 42,192 | $3.51M | 0.19% | +42,192 | New |
| Main Street Research LLC | 41,942 | $3.49M | 0.85% | +341+0.8% | Added |
| Taika Capital, LP | 41,600 | $3.46M | 1.82% | +41,600 | New |
| Motley Fool Asset Management LLC | 41,516 | $3.46M | 0.39% | −2,102−4.8% | Reduced |
| SOL Capital Management CO | 41,298 | $3.44M | 0.61% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 41,120 | $3.42M | 0.78% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 41,094 | $3.42M | 1.92% | +174+0.4% | Added |
| Permanens Capital L.P. | 40,965 | $3.41M | 0.83% | −5,230−11.3% | Reduced |
| CWM, LLC | 40,659 | $3.38M | 0.02% | +3,685+10.0% | Added |
| Central Trust Co | 40,619 | $3.38M | 0.10% | +5,863+16.9% | Added |
| Chatham Capital Group, Inc. | 40,527 | $3.37M | 0.79% | +3,420+9.2% | Added |
| Fosun International Ltd | 40,522 | $3.37M | 0.30% | −1,140−2.7% | Reduced |
| Colonial Trust Advisors | 40,451 | $3.37M | 0.41% | +1,641+4.2% | Added |
| Telemus Capital, LLC | 39,612 | $3.35M | 0.31% | +486+1.2% | Added |
| Pine Haven Investment Counsel, Inc | 40,209 | $3.35M | 3.68% | +221+0.6% | Added |
| Quantinno Capital Management LP | 39,890 | $3.32M | 0.25% | +10,994+38.0% | Added |
| KCM Investment Advisors LLC | 39,704 | $3.31M | 0.14% | +67+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 38,824 | $3.23M | 2.37% | −1,691−4.2% | Reduced |
| Quinn Opportunity Partners LLC | 38,734 | $3.22M | 0.40% | +4,434+12.9% | Added |
| Lazard Freres Gestion S.A.S. | 38,725 | $3.22M | 0.12% | −1,500−3.7% | Reduced |
| Wunderlich Capital Managemnt | 37,907 | $3.16M | 1.76% | −291−0.8% | Reduced |
| Watchman Group, Inc. | 37,900 | $3.16M | 1.74% | +37,900 | New |
| Empirical Finance, LLC | 37,699 | $3.14M | 0.32% | +3,341+9.7% | Added |
| Twin Capital Management Inc | 37,318 | $3.11M | 0.40% | −1,860−4.7% | Reduced |
| Assetmark, Inc | 37,258 | $3.10M | 0.01% | −1,148−3.0% | Reduced |
| Salvus Wealth Management, LLC | 37,228 | $3.10M | 2.84% | −85−0.2% | Reduced |
| Moody National Bank Trust Division | 37,184 | $3.10M | 0.27% | +70+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 36,909 | $3.07M | 0.05% | −39−0.1% | Reduced |
| Linscomb & Williams, Inc. | 36,816 | $3.07M | 0.16% | +1,488+4.2% | Added |
| Everence Capital Management Inc | 36,590 | $3.05M | 0.26% | −6,890−15.8% | Reduced |
| Granite Investment Partners, LLC | 36,501 | $3.04M | 0.13% | +5,500+17.7% | Added |
| Perigon Wealth Management, LLC | 36,328 | $3.02M | 0.19% | +3,109+9.4% | Added |
| Siemens Fonds Invest GmbH | 36,114 | $3.01M | 0.30% | −1,587−4.2% | Reduced |
| Miracle Mile Advisors, LLC | 36,023 | $3.00M | 0.10% | +1,830+5.4% | Added |
| MAI Capital Management | 35,759 | $2.98M | 0.05% | +1,388+4.0% | Added |
| Courier Capital LLC | 35,681 | $2.97M | 0.34% | +3,492+10.8% | Added |
| Thompson Investment Management, Inc. | 35,437 | $2.95M | 0.54% | 00.0% | Unchanged |
| Bessemer Securities LLC | 35,102 | $2.92M | 1.31% | −9,700−21.7% | Reduced |
| Compagnie Lombard Odier SCmA | 35,000 | $2.91M | 0.08% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 34,529 | $2.87M | 0.68% | −326−0.9% | Reduced |
| Vestcor Inc | 34,498 | $2.87M | 0.11% | +255+0.7% | Added |
| Gyon Technologies Capital Management, LP | 34,429 | $2.87M | 1.07% | +34,429 | New |
| Hennion & Walsh Asset Management, Inc. | 33,540 | $2.79M | 0.17% | −25,106−42.8% | Reduced |
| Old National Bancorp | 33,523 | $2.79M | 0.09% | +2,592+8.4% | Added |
| Red Spruce Capital, LLC | 33,474 | $2.79M | 1.77% | +1,500+4.7% | Added |
| Phoenix Holdings Ltd. | 32,928 | $2.74M | 0.05% | −9,247−21.9% | Reduced |
| SYSTM Wealth Solutions LLC | 32,705 | $2.72M | 0.34% | +32,705 | New |
| Investment Advisory Services Inc | 32,642 | $2.72M | 1.40% | +164+0.5% | Added |
| Baader Bank INC | 32,602 | $2.71M | 0.25% | −8,640−20.9% | Reduced |
| Parallel Advisors, LLC | 32,260 | $2.69M | 0.12% | +4,716+17.1% | Added |
| 3Chopt Investment Partners, LLC | 32,133 | $2.68M | 1.46% | +32,133 | New |
| Harfst & Associates, Inc. | 31,965 | $2.66M | 0.77% | +90.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,476 | $2.62M | 0.12% | −6,571−17.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 31,221 | $2.60M | 0.01% | −604,117−95.1% | Reduced |
| Johnson Investment Counsel Inc | 31,066 | $2.59M | 0.04% | +501+1.6% | Added |
| F/M Investments LLC | 31,013 | $2.58M | 3.13% | −2,552−7.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30,976 | $2.58M | 0.05% | −376−1.2% | Reduced |
| Bartlett & Co. LLC | 30,976 | $2.58M | 0.05% | −376−1.2% | Reduced |
| JT Stratford LLC | 30,711 | $2.56M | 0.82% | +1,284+4.4% | Added |
| Stratos Wealth Partners, LTD. | 30,659 | $2.55M | 0.06% | −1,352−4.2% | Reduced |
| Tower Research Capital LLC (TRC) | 30,609 | $2.55M | 0.11% | −120,979−79.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 30,360 | $2.53M | 0.57% | +30,360 | New |
| Ancora Advisors, LLC | 30,255 | $2.52M | 0.07% | −473−1.5% | Reduced |
| Naples Global Advisors, LLC | 30,254 | $2.52M | 0.32% | +844+2.9% | Added |
| Credit Agricole S A | 30,142 | $2.51M | 0.09% | +17,596+140.3% | Added |
| Ossiam | 30,130 | $2.51M | 0.07% | −8,636−22.3% | Reduced |
| Picton Mahoney Asset Management | 30,060 | $2.50M | 0.13% | −20,960−41.1% | Reduced |
| Nations Financial Group Inc, | 30,048 | $2.50M | 0.28% | +30,048 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $2.50M | 1.74% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 30,000 | $2.50M | 0.89% | −10,000−25.0% | Reduced |
| West Oak Capital, LLC | 29,985 | $2.50M | 1.30% | −2,030−6.3% | Reduced |
| K.J. Harrison & Partners Inc | 22,083 | $2.49M | 0.49% | 00.0% | Unchanged |
| Parkwood LLC | 29,448 | $2.45M | 0.50% | +29,448 | New |
| Central Bank & Trust Co | 29,232 | $2.43M | 0.46% | −4,260−12.7% | Reduced |
| Sumitomo Life Insurance Co | 29,188 | $2.43M | 0.18% | −264−0.9% | Reduced |
| Greenleaf Trust | 29,154 | $2.43M | 0.03% | +2,801+10.6% | Added |
| Private Wealth Partners, LLC | 28,975 | $2.41M | 0.28% | +400+1.4% | Added |
| Raymond James Trust N.A. | 28,828 | $2.40M | 0.08% | −471−1.6% | Reduced |
| Regency Capital Management Inc. | 28,739 | $2.39M | 2.75% | +23,647+464.4% | Added |
| Wright Investors Service Inc | 28,259 | $2.35M | 0.67% | +9,515+50.8% | Added |
| Bleakley Financial Group, LLC | 27,968 | $2.33M | 0.08% | +27,968 | New |
| Schonfeld Strategic Advisors LLC | 27,958 | $2.33M | 0.02% | −24,086−46.3% | Reduced |
| Voya Financial Advisors, Inc. | 28,114 | $2.32M | 0.30% | −1,772−5.9% | Reduced |
| Martin Capital Advisors, LLP | 27,884 | $2.32M | 2.60% | +5,663+25.5% | Added |
| Riverpark Capital Management LLC | 27,830 | $2.32M | 5.36% | −55,842−66.7% | Reduced |
| Armstrong Henry H Associates Inc | 27,591 | $2.30M | 0.28% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 27,304 | $2.27M | 2.00% | +703+2.6% | Added |
| Capital Advisors Inc | 27,295 | $2.27M | 0.06% | −555−2.0% | Reduced |
| 180 Wealth Advisors, LLC | 29,031 | $2.27M | 0.53% | −689−2.3% | Reduced |
| Colony Group LLC | 27,081 | $2.25M | 0.03% | +10,285+61.2% | Added |
| Kinneret Advisory, LLC | 27,006 | $2.25M | 0.30% | −14,997−35.7% | Reduced |
| Brown Brothers Harriman & Co | 26,858 | $2.24M | 0.02% | −1,780−6.2% | Reduced |
| Hudson Canyon Capital Management | 26,688 | $2.22M | 2.05% | −582−2.1% | Reduced |
| Frisch Financial Group, Inc. | 26,620 | $2.22M | 0.83% | +257+1.0% | Added |
| Garner Asset Management Corp | 26,579 | $2.21M | 1.09% | −124−0.5% | Reduced |