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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 346 | $18.1K | 0.01% | +175+102.3% | Added |
| Nalls Sherbakoff Group, LLC | 353 | $18.5K | 0.02% | +353 | New |
| HighMark Wealth Management LLC | 373 | $18.8K | 0.01% | +203+119.4% | Added |
| State of Wyoming | 365 | $19.1K | 0.01% | +60+19.7% | Added |
| WR Wealth Planners, LLC | 368 | $19.3K | 0.01% | +368 | New |
| IAG Wealth Partners, LLC | 370 | $19.4K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 385 | $20.2K | 0.00% | +325+541.7% | Added |
| Sutton Wealth Advisors Inc. | 389 | $20.4K | 0.01% | −3,825−90.8% | Reduced |
| Atlantic Trust, LLC | 393 | $20.6K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 395 | $20.7K | 0.00% | +350+777.8% | Added |
| Ruedi Wealth Management, Inc. | 396 | $20.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 432 | $22.6K | 0.00% | +432 | New |
| Loomis Sayles & Co L P | 451 | $24.0K | 0.00% | +279+162.2% | Added |
| Your Advocates Ltd., LLP | 470 | $24.6K | 0.01% | +470 | New |
| Beacon Capital Management, LLC | 470 | $24.6K | 0.01% | +470 | New |
| Abound Wealth Management | 480 | $25.1K | 0.01% | +35+7.9% | Added |
| City State Bank | 530 | $28.0K | 0.02% | −30−5.4% | Reduced |
| Arlington Partners LLC | 539 | $28.2K | 0.00% | −794−59.6% | Reduced |
| North Star Investment Management Corp. | 565 | $29.6K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 565 | $29.6K | 0.02% | +200+54.8% | Added |
| Buck Wealth Strategies, LLC | 568 | $29.8K | 0.01% | +568 | New |
| Rocky Mountain Advisers, LLC | 571 | $30.0K | 0.02% | +500+704.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 574 | $30.0K | 0.01% | +574 | New |
| Erste Asset Management GmbH | 582 | $30.5K | 0.00% | −68,318−99.2% | Reduced |
| Sittner & Nelson, LLC | 592 | $31.0K | 0.02% | +142+31.6% | Added |
| TD Waterhouse Canada Inc. | 596 | $31.4K | 0.00% | +35+6.2% | Added |
| Arrow Financial Corp | 625 | $32.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 641 | $33.6K | 0.00% | +600+1,463.4% | Added |
| American National Bank | 642 | $33.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 653 | $34.0K | 0.03% | +653 | New |
| Park Place Capital Corp | 661 | $34.6K | 0.01% | −3,927−85.6% | Reduced |
| Larson Financial Group LLC | 663 | $34.7K | 0.00% | +438+194.7% | Added |
| Earnest Partners LLC | 682 | $35.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 694 | $36.3K | 0.02% | +299+75.7% | Added |
| First PREMIER Bank | 715 | $38.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 727 | $38.1K | 0.01% | +89+13.9% | Added |
| Trifecta Capital Advisors, LLC | 732 | $38.3K | 0.01% | +650+792.7% | Added |
| Bangor Savings Bank | 750 | $39.3K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 782 | $40.0K | 0.03% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 781 | $40.9K | 0.00% | −11,120−93.4% | Reduced |
| Asset Dedication, LLC | 800 | $41.0K | 0.00% | +314+64.6% | Added |
| Gould Capital, LLC | 800 | $41.9K | 0.03% | +200+33.3% | Added |
| Exos TFP Holdings LLC | 813 | $42.6K | 0.01% | +508+166.6% | Added |
| Retirement Group, LLC | 849 | $44.0K | 0.02% | +849 | New |
| Bell Investment Advisors, Inc | 860 | $45.0K | 0.01% | −202−19.0% | Reduced |
| Richard W. Paul & Associates, LLC | 870 | $45.6K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 871 | $45.6K | 0.04% | −106−10.8% | Reduced |
| Milestone Investment Advisors LLC | 888 | $46.5K | 0.01% | +888 | New |
| Sunbelt Securities, Inc. | 893 | $46.9K | 0.01% | +893 | New |
| Field & Main Bank | 900 | $47.1K | 0.03% | −100−10.0% | Reduced |
| TFC Financial Management | 932 | $48.8K | 0.01% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 950 | $50.0K | 0.03% | +950 | New |
| West Paces Advisors Inc. | 970 | $50.8K | 0.02% | −34−3.4% | Reduced |
| Rock Creek Group, LP | 975 | $51.1K | 0.01% | −1,636−62.7% | Reduced |
| Fortis Advisors, LLC | 1,000 | $52.4K | 0.03% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,000 | $52.4K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,005 | $52.6K | 0.01% | +805+402.5% | Added |
| Hoey Investments, Inc | 1,055 | $55.3K | 0.02% | +1,055 | New |
| JFS Wealth Advisors, LLC | 1,060 | $55.5K | 0.01% | +632+147.7% | Added |
| Disciplined Investments, LLC | 1,081 | $56.6K | 0.02% | −18−1.6% | Reduced |
| Baystate Wealth Management LLC | 1,085 | $56.8K | 0.00% | +16+1.5% | Added |
| Old North State Trust, LLC | 1,092 | $57.0K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,081 | $57.0K | 0.00% | +368+51.6% | Added |
| Byrne Asset Management LLC | 1,102 | $58.0K | 0.04% | +1,047+1,903.6% | Added |
| Zions Bancorporation, N.A. | 1,120 | $58.7K | 0.01% | −163−12.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,150 | $60.2K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 1,166 | $61.1K | 0.01% | +491+72.7% | Added |
| Fortis Capital Advisors, LLC | 1,175 | $61.5K | 0.03% | −411−25.9% | Reduced |
| DT Investment Partners, LLC | 1,213 | $62.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,200 | $62.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,215 | $63.7K | 0.02% | +625+105.9% | Added |
| Optimum Investment Advisors | 1,225 | $64.2K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,235 | $64.7K | 0.05% | +735+147.0% | Added |
| City Holding Co | 1,285 | $67.3K | 0.01% | +310+31.8% | Added |
| Vestor Capital, LLC | 1,397 | $73.0K | 0.01% | −96,925−98.6% | Reduced |
| Penserra Capital Management LLC | 1,419 | $73.0K | 0.00% | −17,315−92.4% | Reduced |
| Hillsdale Investment Management Inc. | 1,420 | $74.4K | 0.01% | +1,120+373.3% | Added |
| Quent Capital, LLC | 1,456 | $76.2K | 0.01% | −58−3.8% | Reduced |
| Bogart Wealth, LLC | 1,458 | $76.4K | 0.01% | +1,439+7,573.7% | Added |
| Column Capital Advisors, LLC | 1,467 | $76.8K | 0.01% | +715+95.1% | Added |
| Heritage Wealth Advisors | 1,495 | $78.3K | 0.00% | +166+12.5% | Added |
| Monetary Management Group Inc | 1,500 | $78.6K | 0.02% | +150+11.1% | Added |
| Concord Wealth Partners | 1,522 | $79.7K | 0.02% | +81+5.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,552 | $81.3K | 0.00% | −10,190−86.8% | Reduced |
| AllSquare Wealth Management LLC | 1,559 | $81.7K | 0.05% | +1,200+334.3% | Added |
| Barrett & Company, Inc. | 1,588 | $83.2K | 0.05% | +200+14.4% | Added |
| Kapitalo Investimentos Ltda | 1,630 | $85.4K | 0.03% | +1,630 | New |
| Delta Asset Management LLC | 1,639 | $85.9K | 0.01% | −35−2.1% | Reduced |
| McClarren Financial Advisors, Inc. | 1,647 | $86.0K | 0.08% | +5+0.3% | Added |
| Riverview Trust Co | 1,732 | $90.7K | 0.08% | −1,979−53.3% | Reduced |
| MCF Advisors LLC | 1,738 | $91.0K | 0.01% | +1,000+135.5% | Added |
| Covestor Ltd | 1,756 | $92.0K | 0.08% | −1,643−48.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,762 | $92.3K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1,797 | $94.1K | 0.02% | +1,775+8,068.2% | Added |
| Hartford Financial Management Inc. | 1,800 | $94.3K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,897 | $99.4K | 0.09% | −217−10.3% | Reduced |
| Toth Financial Advisory Corp | 1,906 | $99.8K | 0.02% | −6,334−76.9% | Reduced |
| Massmutual Trust Co FSB | 1,976 | $103.5K | 0.00% | +24+1.2% | Added |
| South State Corp. | 1,987 | $104.1K | 0.01% | −139−6.5% | Reduced |
| Meeder Asset Management Inc | 2,015 | $105.5K | 0.01% | −84,815−97.7% | Reduced |