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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 26,577 | $2.21M | 0.35% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 26,572 | $2.21M | 0.18% | −48−0.2% | Reduced |
| Associated Banc-Corp | 26,522 | $2.21M | 0.09% | −305−1.1% | Reduced |
| Alpha DNA Investment Management LLC | 26,437 | $2.20M | 1.17% | +6,609+33.3% | Added |
| Avitas Wealth Management LLC | 26,420 | $2.20M | 0.46% | +223+0.9% | Added |
| Colonial Trust Co | 26,359 | $2.19M | 0.60% | +1,650+6.7% | Added |
| EP Wealth Advisors, LLC | 26,349 | $2.19M | 0.04% | +1,300+5.2% | Added |
| Aurora Investment Counsel | 26,340 | $2.19M | 1.52% | −1,624−5.8% | Reduced |
| Redmond Asset Management, LLC | 26,205 | $2.18M | 0.78% | −130−0.5% | Reduced |
| Aspiriant, LLC | 25,886 | $2.16M | 0.11% | +305+1.2% | Added |
| Difesa Capital Management, LP | 25,850 | $2.15M | 1.68% | +11,200+76.5% | Added |
| Palisade Asset Management, LLC | 25,800 | $2.15M | 0.25% | +1,871+7.8% | Added |
| Cookson Peirce & Co Inc | 25,495 | $2.12M | 0.14% | +25,495 | New |
| NJ State Employees Deferred Compensation Plan | 25,000 | $2.08M | 0.34% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 25,000 | $2.08M | 0.41% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 24,999 | $2.08M | 0.91% | +24,999 | New |
| Whittier Trust Co of Nevada Inc | 24,979 | $2.08M | 0.08% | +388+1.6% | Added |
| O'Brien Greene & Co. Inc | 24,895 | $2.07M | 0.79% | +24,895 | New |
| Tokio Marine Asset Management Co Ltd | 24,808 | $2.07M | 0.16% | +2,657+12.0% | Added |
| Chartwell Investment Partners, LLC | 24,411 | $2.03M | 0.08% | −53−0.2% | Reduced |
| Mach-1 Financial Group, Inc. | 24,357 | $2.03M | 0.95% | +23,822+4,452.7% | Added |
| Walter & Keenan Financial Consulting Co | 24,352 | $2.03M | 0.80% | 00.0% | Unchanged |
| 1st Source Bank | 24,291 | $2.02M | 0.13% | −50−0.2% | Reduced |
| Chesley Taft & Associates LLC | 24,006 | $2.00M | 0.14% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 23,972 | $2.00M | 0.01% | −3,566−12.9% | Reduced |
| Ibex Wealth Advisors | 23,951 | $1.99M | 0.45% | +20,927+692.0% | Added |
| Wilson & Boucher Capital Management, LLC | 23,722 | $1.98M | 2.02% | −1,562−6.2% | Reduced |
| SkyView Investment Advisors, LLC | 23,568 | $1.96M | 0.59% | −1,013−4.1% | Reduced |
| Rossmore Private Capital | 23,555 | $1.96M | 0.31% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 23,500 | $1.96M | 0.09% | +1,076+4.8% | Added |
| Industrial Alliance Investment Management Inc. | 23,453 | $1.95M | 0.05% | 00.0% | Unchanged |
| CenterBook Partners LP | 23,404 | $1.95M | 0.32% | −6,935−22.9% | Reduced |
| Chemistry Wealth Management LLC | 23,342 | $1.94M | 0.76% | +7,473+47.1% | Added |
| Private Asset Management Inc | 23,317 | $1.94M | 0.33% | −2,746−10.5% | Reduced |
| Huntington National Bank | 23,240 | $1.93M | 0.02% | +788+3.5% | Added |
| Foundations Investment Advisors, LLC | 23,087 | $1.92M | 0.08% | −3,921−14.5% | Reduced |
| Seeyond | 22,833 | $1.90M | 0.18% | +6,453+39.4% | Added |
| Meeder Advisory Services, Inc. | 22,715 | $1.89M | 0.24% | +22,715 | New |
| Signaturefd, LLC | 22,701 | $1.89M | 0.06% | +2,115+10.3% | Added |
| Appleton Partners Inc | 22,546 | $1.88M | 0.18% | −2,264−9.1% | Reduced |
| Herbst Group, LLC | 22,350 | $1.86M | 1.50% | −6,400−22.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 22,321 | $1.86M | 0.03% | −849−3.7% | Reduced |
| Veriti Management LLC | 22,150 | $1.84M | 0.24% | +1,026+4.9% | Added |
| HM Payson & Co | 22,026 | $1.83M | 0.05% | +779+3.7% | Added |
| Bridges Investment Management Inc | 21,973 | $1.83M | 0.07% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 21,884 | $1.82M | 1.75% | −3,834−14.9% | Reduced |
| Letko, Brosseau & Associates Inc | 21,846 | $1.82M | 0.03% | 00.0% | Unchanged |
| Sonen Capital LLC | 21,839 | $1.82M | 2.97% | +611+2.9% | Added |
| Birmingham Capital Management Co Inc | 21,700 | $1.81M | 0.69% | −220−1.0% | Reduced |
| Harbour Capital Advisors, LLC | 21,895 | $1.79M | 0.60% | −987−4.3% | Reduced |
| DoubleLine ETF Adviser LP | 21,495 | $1.79M | 0.92% | +21,495 | New |
| Linker Capital Management Inc. | 21,477 | $1.79M | 2.05% | 00.0% | Unchanged |
| Wealth Alliance | 21,459 | $1.79M | 0.32% | +620+3.0% | Added |
| Archford Capital Strategies, LLC | 21,439 | $1.79M | 0.41% | +2,105+10.9% | Added |
| Schechter Investment Advisors, LLC | 21,297 | $1.77M | 0.16% | −287−1.3% | Reduced |
| Titleist Asset Management, Ltd. | 21,294 | $1.77M | 0.42% | −889−4.0% | Reduced |
| Thomasville National Bank | 21,256 | $1.77M | 0.20% | −30−0.1% | Reduced |
| Regions Financial Corp | 21,141 | $1.76M | 0.02% | −2,404−10.2% | Reduced |
| Beacon Financial Group | 21,032 | $1.75M | 0.24% | −253−1.2% | Reduced |
| Park Avenue Securities LLC | 21,036 | $1.75M | 0.03% | +7,041+50.3% | Added |
| Financial Partners Group, LLC | 20,956 | $1.74M | 1.03% | +20,956 | New |
| Empowered Funds, LLC | 20,776 | $1.73M | 0.11% | +2,621+14.4% | Added |
| Clifford Swan Investment Counsel LLC | 20,670 | $1.72M | 0.07% | +50.0% | Added |
| DuPont Capital Management Corp | 20,604 | $1.72M | 0.08% | −5,943−22.4% | Reduced |
| PFS Investments Inc. | 20,596 | $1.72M | 0.03% | +2,055+11.1% | Added |
| Leisure Capital Management | 20,580 | $1.71M | 0.89% | −601−2.8% | Reduced |
| Crescent Grove Advisors, LLC | 20,458 | $1.70M | 0.18% | +605+3.0% | Added |
| Edmond de Rothschild Holding S.A. | 20,445 | $1.70M | 0.04% | +215+1.1% | Added |
| Epoch Investment Partners, Inc. | 20,403 | $1.70M | 0.01% | −118−0.6% | Reduced |
| AllGen Financial Advisors, Inc. | 20,291 | $1.69M | 1.21% | +11,340+126.7% | Added |
| We Are One Seven, LLC | 20,283 | $1.69M | 0.17% | −426−2.1% | Reduced |
| Greenup Street Wealth Management LLC | 20,190 | $1.68M | 0.71% | +395+2.0% | Added |
| Montecito Bank & Trust | 20,179 | $1.68M | 0.41% | −250−1.2% | Reduced |
| Pendal Group Limited | 20,117 | $1.67M | 0.01% | −1,747−8.0% | Reduced |
| MYDA Advisors LLC | 20,000 | $1.67M | 1.20% | −1,000−4.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.67M | 0.03% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 20,000 | $1.67M | 0.72% | +20,000 | New |
| Caliber Wealth Management, LLC | 19,965 | $1.66M | 1.27% | +19,965 | New |
| Bank of Hawaii | 19,934 | $1.66M | 0.10% | +1,271+6.8% | Added |
| Accretive Wealth Partners, LLC | 19,907 | $1.66M | 1.14% | −612−3.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 19,736 | $1.64M | 0.25% | +818+4.3% | Added |
| Prelude Capital Management, LLC | 19,718 | $1.64M | 0.10% | +19,718 | New |
| Bensler, LLC | 19,715 | $1.64M | 0.36% | +628+3.3% | Added |
| Diversified Investment Strategies, LLC | 19,537 | $1.63M | 1.26% | +20.0% | Added |
| Cascade Investment Advisors, Inc. | 19,150 | $1.59M | 1.33% | +100+0.5% | Added |
| Roberts Wealth Advisors, LLC | 19,309 | $1.58M | 0.76% | −122−0.6% | Reduced |
| Essex Savings Bank | 19,002 | $1.58M | 0.56% | +24+0.1% | Added |
| Hodges Capital Management Inc. | 18,847 | $1.57M | 0.14% | +1,796+10.5% | Added |
| Richard Bernstein Advisors LLC | 18,785 | $1.56M | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 18,757 | $1.56M | 0.08% | +3,039+19.3% | Added |
| Penserra Capital Management LLC | 18,734 | $1.56M | 0.03% | +18,330+4,537.1% | Added |
| RiverPark Advisors, LLC | 18,681 | $1.56M | 0.74% | −7,440−28.5% | Reduced |
| Sowell Financial Services LLC | 18,676 | $1.55M | 0.10% | +8,438+82.4% | Added |
| Cigna Investments Inc | 18,671 | $1.55M | 0.33% | +48+0.3% | Added |
| SG Americas Securities, LLC | 18,616 | $1.55M | 0.02% | −44,824−70.7% | Reduced |
| Davis R M Inc | 18,587 | $1.55M | 0.04% | +116+0.6% | Added |
| NovaPoint Capital, LLC | 18,573 | $1.55M | 0.68% | −1,118−5.7% | Reduced |
| Aj Wealth Strategies, LLC | 18,450 | $1.54M | 0.08% | +13+0.1% | Added |
| Franklin Street Advisors Inc | 18,383 | $1.53M | 0.15% | −1,350−6.8% | Reduced |
| Fiduciary Trust Co | 18,267 | $1.52M | 0.03% | −379−2.0% | Reduced |