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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |
| Source Financial Advisors LLC | 0 | $0 | 0.00% | −3,341−100.0% | Sold out |
| Three Bridge Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| Seed Wealth Management, Inc. | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −3,982−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |
| Acas, LLC | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −3,058−100.0% | Sold out |
| PCG Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −2,973−100.0% | Sold out |
| Hartford Funds Management Co LLC | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| Wimmer Associates 1, LLC | 0 | $0 | 0.00% | −2,935−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −2,936−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| New Potomac Partners, LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −2,812−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −2,707−100.0% | Sold out |
| Waypoint Wealth Partners Inc. | 0 | $0 | 0.00% | −2,705−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| Academy Capital Management Inc | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −2,640−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −2,636−100.0% | Sold out |
| Silvia McColl Wealth Management, LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −2,613−100.0% | Sold out |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| First International Bank & Trust | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Provence Wealth Management Group | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| SMART Wealth LLC | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Garrett Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −2,481−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Raab & Moskowitz Asset Management LLC | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −2,465−100.0% | Sold out |
| Weatherly Asset Management L. P. | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Gamble Jones Investment Counsel | – | – | – | – | Not filed |
| Abeille Asset Management SA | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Burleson & Company, LLC | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |