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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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q1 2023

Institutional positions in Schwab Charles Corp as of Mar 31, 2023. 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
1,676
+80 vs. Q4 2022
Shares held
1.49B
−74.2M (−4.8%) vs. Q4 2022
Total value
$77.1B
−$52.6B (−40.6%) vs. Q4 2022
New holders
295
795 more added
Sold out
215
462 more reduced

30 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,676 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ1 2023: $77.1B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2022.

Institutions holding SCHW in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Silicon Valley Capital Partners0$250.00%0Unchanged
Laurel Wealth Advisors LLC1$530.00%+1New
Syverson Strege & Co6$3140.00%00.0%Unchanged
USA Financial Portformulas Corp7$3670.00%+7New
25 LLC10$4770.00%+10New
Wolff Wiese Magana LLC12$6360.00%−2,876−99.6%Reduced
Focused Wealth Management, Inc17$8900.00%+17New
Rise Advisors, LLC20$1.05K0.00%+20New
Accel Wealth Management20$1.05K0.00%+20New
JJJ Advisors Inc.26$1.32K0.00%−85−76.6%Reduced
Highline Wealth Partners LLC26$1.36K0.00%−11−29.7%Reduced
Clear Investment Research, LLC26$1.36K0.00%00.0%Unchanged
Ahrens Investment Partners LLC33$1.73K0.00%+33New
Moisand Fitzgerald Tamayo, LLC34$1.78K0.00%00.0%Unchanged
TSFG, LLC39$2.00K0.00%00.0%Unchanged
Avion Wealth31$2.00K0.00%+31New
HBC Financial Services, PLLC50$2.00K0.00%+50New
SJS Investment Consulting Inc.41$2.15K0.00%−31−43.1%Reduced
Raleigh Capital Management Inc.48$2.51K0.00%+48New
Cary Street Partners Asset Management LLC50$2.62K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC50$2.62K0.00%+50New
GoalVest Advisory LLC51$2.67K0.00%−11−17.7%Reduced
Paladin Advisory Group, LLC52$2.72K0.00%+52New
Piershale Financial Group, Inc.52$2.74K0.00%00.0%Unchanged
Tucker Asset Management LLC54$2.83K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC56$2.93K0.00%+10+21.7%Added
Vigilant Capital Management, LLC53$3.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC59$3.00K0.00%+59New
Arcadia Investment Management Corp58$3.04K0.00%+58New
Costello Asset Management, INC60$3.14K0.00%00.0%Unchanged
Eagle Bay Advisors LLC60$3.14K0.00%+27+81.8%Added
Schubert & Co61$3.20K0.00%−85−58.2%Reduced
Jackson, Grant Investment Advisers, Inc.62$3.25K0.00%+62New
Sofos Investments, Inc.52$3.39K0.15%−31−37.3%Reduced
Global Trust Asset Management, LLC71$3.72K0.00%−600−89.4%Reduced
DecisionPoint Financial, LLC85$4.45K0.00%+85New
Carmichael Hill & Associates, Inc.90$4.71K0.00%+90New
Repertoire Partners LP100$5.24K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC110$5.76K0.00%+110New
Sit Investment Associates Inc110$6.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.115$6.03K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.568$6.15K0.04%−23,789−97.7%Reduced
Bank of New Hampshire125$6.55K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC128$6.71K0.00%+26+25.5%Added
Tortoise Investment Management, LLC129$6.76K0.00%+100+344.8%Added
Highlander Capital Management, LLC136$7.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co140$7.33K0.00%+61+77.2%Added
Creative Capital Management Investments LLC145$7.59K0.01%00.0%Unchanged
Sound Income Strategies, LLC149$7.80K0.00%−12−7.5%Reduced
BOK Financial Private Wealth, Inc.152$7.96K0.00%+38+33.3%Added
Winch Advisory Services, LLC160$8.00K0.00%+106+196.3%Added
Prestige Wealth Management Group LLC156$8.17K0.00%−57−26.8%Reduced
Cedar Mountain Advisors, LLC175$9.17K0.00%+175New
Versant Capital Management, Inc176$9.22K0.00%−4−2.2%Reduced
Stephens Consulting, LLC177$9.27K0.01%+177New
Glen Eagle Advisors, LLC181$9.48K0.00%−640−78.0%Reduced
Key Financial Inc183$9.59K0.00%00.0%Unchanged
Gleason Group, Inc.187$9.79K0.00%+187New
First Community Trust NA188$9.85K0.01%00.0%Unchanged
WealthPlan Investment Management, LLC192$10.1K0.00%+192New
PSI Advisors, LLC200$10.5K0.01%+200New
Mascoma Wealth Management LLC201$10.5K0.00%00.0%Unchanged
Crewe Advisors LLC205$10.7K0.00%−171−45.5%Reduced
Benjamin Edwards Inc209$11.0K0.00%−1,499−87.8%Reduced
Halpern Financial, Inc.217$11.4K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.232$11.6K0.01%+108+87.1%Added
Institutional & Family Asset Management, LLC226$11.8K0.00%+50+28.4%Added
Hoese & Co LLP152$11.8K0.01%00.0%Unchanged
RFP Financial Group LLC227$11.9K0.01%+63+38.4%Added
Strategic Investment Solutions, Inc.233$12.2K0.00%+233New
Horan Securities, Inc.243$12.7K0.01%+55+29.3%Added
CarsonAllaria Wealth Management, Ltd.250$13.1K0.01%+250New
Advisors Preferred, LLC258$13.3K0.00%+258New
Fred Alger Management, LLC258$13.5K0.00%+2+0.8%Added
Cassady Schiller Wealth Management, LLC259$13.6K0.01%+200+339.0%Added
Delos Wealth Advisors, LLC260$13.6K0.02%+260New
Beaird Harris Wealth Management, LLC277$14.5K0.00%+277New
Financial Synergies Wealth Advisors, Inc.280$14.7K0.00%−9−3.1%Reduced
Bellevue Asset Management, LLC284$14.9K0.01%+1+0.4%Added
Knott David M Jr284$15.0K0.01%00.0%Unchanged
Investors Research Corp290$15.2K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC295$15.5K0.01%+157+113.8%Added
Jones Financial Companies LLLP296$15.5K0.00%−17−5.4%Reduced
M&R Capital Management Inc300$15.7K0.00%−676−69.3%Reduced
Capital Management Associates300$15.7K0.02%+300New
Chesapeake Asset Management LLC300$15.7K0.01%+300New
IMA Wealth, Inc.300$15.7K0.00%+300New
McIlrath & Eck, LLC303$15.9K0.00%+40+15.2%Added
Studio Investment Management LLC316$16.6K0.00%−5,636−94.7%Reduced
SRS Capital Advisors, Inc.317$16.6K0.00%+294+1,278.3%Added
Armstrong Advisory Group, Inc318$16.7K0.00%+318New
Raffa Wealth Management, LLC321$16.8K0.01%+37+13.0%Added
Princeton Global Asset Management LLC321$16.8K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.324$17.0K0.01%+324New
TD Ameritrade Investment Management, LLC320$17.0K0.00%+163+103.8%Added
Sturgeon Ventures LLP328$17.2K0.03%+328New
Red Tortoise LLC332$17.4K0.01%+200+151.5%Added
MV Capital Management, Inc.336$17.6K0.00%−527−61.1%Reduced
Pathway Financial Advisers, LLC340$17.8K0.01%+201+144.6%Added
Essex Investment Management Co LLC341$17.9K0.00%00.0%Unchanged