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, 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −118,999−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −118,829−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −111,105−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −103,700−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −94,996−100.0% | Sold out |
| Overbrook Management Corp | 0 | $0 | 0.00% | −93,869−100.0% | Sold out |
| Investidor Profissional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −87,717−100.0% | Sold out |
| Torray LLC | 0 | $0 | 0.00% | −72,221−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −71,640−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −70,510−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −65,370−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −55,570−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −55,191−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −53,563−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −41,600−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −39,612−100.0% | Sold out |
| Bessemer Securities LLC | 0 | $0 | 0.00% | −35,102−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −34,429−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −31,013−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −30,060−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −30,048−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −28,739−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −25,495−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −24,411−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −23,951−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −22,546−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −21,973−100.0% | Sold out |
| Evolutionary Tree Capital Management, LLC | 0 | $0 | 0.00% | −21,884−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −20,604−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Accretive Wealth Partners, LLC | 0 | $0 | 0.00% | −19,907−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −19,718−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −18,573−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −18,189−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −16,910−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −14,464−100.0% | Sold out |
| Clay Northam Wealth Management, LLC | 0 | $0 | 0.00% | −13,773−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −13,388−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −11,926−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −11,069−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −10,544−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −9,662−100.0% | Sold out |
| SNS Financial Group, LLC | 0 | $0 | 0.00% | −9,370−100.0% | Sold out |
| Burton Enright Welch | 0 | $0 | 0.00% | −9,188−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −7,707−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −7,285−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −7,211−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,182−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −7,043−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,919−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −6,344−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −6,143−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −5,781−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −5,744−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −5,684−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −5,471−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −5,394−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −5,363−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −4,980−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −4,859−100.0% | Sold out |
| Progressive Investment Management Corp | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −4,629−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −4,554−100.0% | Sold out |
| Defined Wealth Management, LLC | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −4,238−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,139−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −4,128−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,996−100.0% | Sold out |
| Colton Groome Financial Advisors, LLC | 0 | $0 | 0.00% | −3,954−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −3,918−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −3,861−100.0% | Sold out |
| Norris Perne & French LLP | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Carson Advisory Inc. | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −3,664−100.0% | Sold out |
| Cohen Klingenstein LLC | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,588−100.0% | Sold out |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −3,580−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| LCM Capital Management Inc | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,432−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |