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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,217 | $1.52M | 0.11% | −685−3.6% | Reduced |
| Mizuho Markets Cayman LP | 18,189 | $1.51M | 0.21% | +6,659+57.8% | Added |
| AXS Investments LLC | 18,177 | $1.51M | 0.54% | +3,552+24.3% | Added |
| Semmax Financial Advisors Inc. | 18,076 | $1.51M | 0.60% | +1,712+10.5% | Added |
| Hedges Asset Management LLC | 18,000 | $1.50M | 1.34% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 17,847 | $1.49M | 0.08% | −835−4.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,782 | $1.48M | 0.53% | +90+0.5% | Added |
| Coldstream Capital Management Inc | 17,607 | $1.47M | 0.05% | +17,607 | New |
| Global Retirement Partners, LLC | 17,540 | $1.46M | 0.10% | +1,224+7.5% | Added |
| Pettyjohn, Wood & White, Inc | 17,538 | $1.46M | 0.36% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 17,520 | $1.46M | 1.03% | −150−0.8% | Reduced |
| Continuum Advisory, LLC | 17,491 | $1.46M | 0.26% | +82+0.5% | Added |
| Chicago Partners Investment Group LLC | 17,934 | $1.46M | 0.09% | +1,252+7.5% | Added |
| Nicholas Hoffman & Company, LLC. | 17,449 | $1.45M | 0.16% | +503+3.0% | Added |
| Ameritas Investment Partners, Inc. | 18,622 | $1.45M | 0.06% | −250−1.3% | Reduced |
| Poehling Capital Management, LLC | 17,349 | $1.44M | 0.54% | +17,349 | New |
| Profund Advisors LLC | 17,344 | $1.44M | 0.09% | +243+1.4% | Added |
| FDx Advisors, Inc. | 17,347 | $1.44M | 0.06% | −236−1.3% | Reduced |
| Americana Partners, LLC | 35,388 | $1.44M | 0.25% | +26,490+297.7% | Added |
| Delphi Management Inc | 17,217 | $1.43M | 1.73% | +17,217 | New |
| Wealthsource Partners, LLC | 17,163 | $1.43M | 0.10% | +950+5.9% | Added |
| Trust Asset Management LLC | 17,109 | $1.42M | 0.18% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 17,068 | $1.42M | 0.41% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 16,955 | $1.41M | 0.21% | −100−0.6% | Reduced |
| Silvant Capital Management LLC | 16,910 | $1.41M | 0.10% | −49−0.3% | Reduced |
| McCarthy Asset Management, Inc. | 16,886 | $1.41M | 0.98% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 16,878 | $1.41M | 0.73% | −336−2.0% | Reduced |
| Fairfield Financial Advisors, LTD | 16,870 | $1.40M | 0.64% | +97+0.6% | Added |
| Dakota Wealth Management | 16,824 | $1.40M | 0.10% | +2,605+18.3% | Added |
| Fund Management at Engine No. 1 LLC | 16,792 | $1.40M | 0.34% | +2,108+14.4% | Added |
| Change Path, LLC | 16,615 | $1.38M | 0.08% | −374−2.2% | Reduced |
| Tranquility Partners, LLC | 16,617 | $1.38M | 0.70% | −618−3.6% | Reduced |
| Boston Common Asset Management, LLC | 16,585 | $1.38M | 0.07% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 16,549 | $1.38M | 1.67% | +12,000+263.8% | Added |
| Anchor Investment Management, LLC | 16,231 | $1.35M | 0.19% | +4,722+41.0% | Added |
| KB Financial Partners, LLC | 16,228 | $1.35M | 0.46% | −842−4.9% | Reduced |
| Caldwell Trust Co | 16,140 | $1.34M | 0.19% | +406+2.6% | Added |
| Annandale Capital, LLC | 16,132 | $1.34M | 0.44% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 16,080 | $1.34M | 0.02% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 16,021 | $1.33M | 0.13% | +1,674+11.7% | Added |
| Horizon Investments, LLC | 16,045 | $1.33M | 0.04% | +10,929+213.6% | Added |
| Founders Financial Securities LLC | 15,961 | $1.33M | 0.21% | +771+5.1% | Added |
| Ballentine Partners, LLC | 15,952 | $1.33M | 0.04% | +669+4.4% | Added |
| W.H. Cornerstone Investments Inc. | 15,913 | $1.32M | 1.25% | +1,579+11.0% | Added |
| Clarius Group, LLC | 15,641 | $1.30M | 0.12% | +755+5.1% | Added |
| Hall Capital Management Co Inc | 15,522 | $1.29M | 0.78% | +448+3.0% | Added |
| World Equity Group, Inc. | 15,518 | $1.29M | 0.31% | −84−0.5% | Reduced |
| Fruth Investment Management | 15,529 | $1.29M | 0.38% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15,517 | $1.29M | 0.15% | +1,184+8.3% | Added |
| JNBA Financial Advisors | 15,504 | $1.29M | 0.18% | −167−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 15,451 | $1.29M | 0.03% | +5,978+63.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,424 | $1.28M | 0.06% | −257−1.6% | Reduced |
| Providence Wealth Advisors, LLC | 15,438 | $1.28M | 0.95% | +23+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 15,356 | $1.28M | 0.07% | −3,191−17.2% | Reduced |
| Csenge Advisory Group | 15,201 | $1.27M | 0.10% | −434−2.8% | Reduced |
| Destination Wealth Management | 15,136 | $1.26M | 0.05% | −433−2.8% | Reduced |
| Stokes Family Office, LLC | 15,122 | $1.26M | 0.16% | −627−4.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 15,063 | $1.25M | 0.45% | +1,839+13.9% | Added |
| Krilogy Financial LLC | 15,023 | $1.25M | 0.12% | +417+2.9% | Added |
| Neumann Capital Management, LLC | 15,019 | $1.25M | 0.59% | −294−1.9% | Reduced |
| Stonnington Group, LLC | 14,597 | $1.25M | 0.34% | +7,050+93.4% | Added |
| Lido Advisors, LLC | 14,919 | $1.24M | 0.02% | −46,854−75.8% | Reduced |
| Wedbush Securities Inc | 14,885 | $1.24M | 0.07% | −214−1.4% | Reduced |
| Stratos Wealth Advisors, LLC | 14,767 | $1.23M | 0.10% | +14,767 | New |
| Integrated Advisors Network LLC | 14,693 | $1.22M | 0.08% | +11,121+311.3% | Added |
| Royce & Associates LP | 14,671 | $1.22M | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 14,597 | $1.22M | 0.45% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 14,595 | $1.22M | 0.07% | +3,295+29.2% | Added |
| Merit Financial Group, LLC | 14,516 | $1.21M | 0.04% | +422+3.0% | Added |
| Carmel Capital Partners, LLC | 14,508 | $1.21M | 0.84% | −621−4.1% | Reduced |
| WBI Investments | 14,464 | $1.20M | 0.26% | +14,464 | New |
| Itau Unibanco Holding S.A. | 14,500 | $1.20M | 0.05% | +14,500 | New |
| Private Ocean, LLC | 14,253 | $1.19M | 0.15% | +1,962+16.0% | Added |
| Strategic Blueprint, LLC | 14,247 | $1.19M | 0.14% | −1,447−9.2% | Reduced |
| Brown Capital Management LLC | 14,217 | $1.18M | 0.02% | −1,693−10.6% | Reduced |
| United Capital Financial Advisers, LLC | 13,993 | $1.17M | 0.01% | −1,288−8.4% | Reduced |
| GWM Advisors LLC | 50,343 | $1.16M | 0.03% | +2,280+4.7% | Added |
| Apollon Wealth Management, LLC | 13,973 | $1.16M | 0.08% | +1,846+15.2% | Added |
| Cullen/Frost Bankers, Inc. | 13,930 | $1.16M | 0.02% | −180−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 13,893 | $1.16M | 0.12% | +384+2.8% | Added |
| Boyd Watterson Asset Management LLC | 13,862 | $1.15M | 0.48% | +1,956+16.4% | Added |
| Copperleaf Capital, LLC | 13,830 | $1.15M | 1.33% | +5,325+62.6% | Added |
| Intact Investment Management Inc. | 13,800 | $1.15M | 0.05% | +13,800 | New |
| Clay Northam Wealth Management, LLC | 13,773 | $1.15M | 1.32% | −830−5.7% | Reduced |
| Professional Financial Advisors, LLC | 13,703 | $1.14M | 0.77% | +43+0.3% | Added |
| Sawtooth Solutions, LLC | 13,604 | $1.13M | 0.15% | +1,185+9.5% | Added |
| Cetera Advisors LLC | 13,400 | $1.12M | 0.02% | +7,183+115.5% | Added |
| Bollard Group LLC | 13,388 | $1.11M | 0.04% | +30+0.2% | Added |
| Ambassador Advisors, LLC | 13,318 | $1.11M | 0.24% | +94+0.7% | Added |
| Heartland Bank & Trust Co | 13,240 | $1.10M | 0.81% | +1,441+12.2% | Added |
| Ronald Blue Trust, Inc. | 15,190 | $1.09M | 0.02% | +6,839+81.9% | Added |
| South Dakota Investment Council | 13,075 | $1.09M | 0.02% | −3,700−22.1% | Reduced |
| Forum Financial Management, LP | 13,077 | $1.09M | 0.04% | +282+2.2% | Added |
| Winton Group Ltd | 13,061 | $1.09M | 0.07% | −168,129−92.8% | Reduced |
| Ascent Group, LLC | 13,037 | $1.09M | 0.13% | +1,577+13.8% | Added |
| Burns Matteson Capital Management, LLC | 12,942 | $1.08M | 0.71% | −93−0.7% | Reduced |
| Evermay Wealth Management LLC | 12,910 | $1.07M | 0.22% | −30−0.2% | Reduced |
| Laffer Tengler Investments | 12,901 | $1.07M | 0.31% | +288+2.3% | Added |
| Eagle Asset Management Inc | 13,096 | $1.07M | 0.01% | −46,995−78.2% | Reduced |
| First Financial Corp | 12,730 | $1.06M | 0.65% | +397+3.2% | Added |