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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 2,046 | $107.2K | 0.06% | +120+6.2% | Added |
| Grey Fox Wealth Advisors, LLC | 2,063 | $108.1K | 0.06% | +2,063 | New |
| AdvisorNet Financial, Inc | 2,122 | $111.2K | 0.01% | +1,377+184.8% | Added |
| Pinnacle Bancorp, Inc. | 2,132 | $111.7K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,342 | $112.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,145 | $112.4K | 0.01% | +134+6.7% | Added |
| Castleview Partners, LLC | 2,149 | $112.6K | 0.10% | +165+8.3% | Added |
| Ten Capital Wealth Advisors, LLC | 2,160 | $113.1K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,173 | $114.0K | 0.01% | +645+42.2% | Added |
| J.Safra Asset Management Corp | 2,236 | $117.1K | 0.02% | +2,236 | New |
| Resurgent Financial Advisors LLC | 2,245 | $117.6K | 0.08% | +1,173+109.4% | Added |
| Western Pacific Wealth Management, LP | 2,249 | $117.8K | 0.09% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,297 | $120.3K | 0.38% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2,309 | $120.9K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,314 | $121.2K | 0.02% | −677−22.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,377 | $124.5K | 0.02% | +503+26.8% | Added |
| Lee Financial Co | 2,425 | $127.0K | 0.02% | +934+62.6% | Added |
| Belvedere Trading LLC | 2,509 | $131.4K | 0.06% | +2,509 | New |
| Ulland Investment Advisors, LLC | 2,522 | $132.0K | 0.16% | +2,440+2,975.6% | Added |
| Private Trust Co NA | 2,542 | $133.2K | 0.02% | +350+16.0% | Added |
| Washington Trust Co | 2,603 | $136.3K | 0.01% | +2,474+1,917.8% | Added |
| HHM Wealth Advisors, LLC | 2,680 | $140.4K | 0.03% | +1,920+252.6% | Added |
| Kathleen S. Wright Associates Inc. | 2,700 | $141.4K | 0.09% | −1,112−29.2% | Reduced |
| Farther Finance Advisors, LLC | 2,705 | $141.7K | 0.04% | +1,959+262.6% | Added |
| SOA Wealth Advisors, LLC. | 2,745 | $143.8K | 0.04% | +1,659+152.8% | Added |
| Avestar Capital, LLC | 2,802 | $146.8K | 0.03% | +326+13.2% | Added |
| Dark Forest Capital Management LP | 2,838 | $148.7K | 0.04% | +2,838 | New |
| Coastal Capital Group, Inc. | 2,952 | $154.6K | 0.04% | +898+43.7% | Added |
| Clear Street Markets LLC | 2,992 | $157.0K | 0.04% | +1,450+94.0% | Added |
| Global Financial Private Client, LLC | 3,077 | $158.7K | 0.08% | +2,006+187.3% | Added |
| Acropolis Investment Management, LLC | 3,030 | $158.7K | 0.01% | +70+2.4% | Added |
| First Horizon Advisors, Inc. | 3,162 | $165.6K | 0.01% | −1,336−29.7% | Reduced |
| Financial Management Professionals, Inc. | 3,233 | $169.0K | 0.03% | −1,299−28.7% | Reduced |
| Ameritas Advisory Services, LLC | 3,330 | $176.1K | 0.01% | +748+29.0% | Added |
| Ridgewood Investments LLC | 3,370 | $176.5K | 0.11% | +3,370 | New |
| Carolinas Wealth Consulting LLC | 3,381 | $177.1K | 0.04% | +297+9.6% | Added |
| Manchester Capital Management LLC | 3,718 | $194.7K | 0.03% | +727+24.3% | Added |
| Founders Capital Management | 3,714 | $195.0K | 0.15% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,758 | $196.8K | 0.02% | +2,884+330.0% | Added |
| Trellis Advisors, LLC | 3,824 | $200.3K | 0.10% | +3,824 | New |
| Westshore Wealth, LLC | 3,827 | $200.5K | 0.11% | +264+7.4% | Added |
| Axxcess Wealth Management, LLC | 3,835 | $200.9K | 0.02% | −5,243−57.8% | Reduced |
| Beaumont Financial Advisors, LLC | 3,853 | $201.8K | 0.02% | +133+3.6% | Added |
| Woodmont Investment Counsel LLC | 3,865 | $202.4K | 0.02% | −4,125−51.6% | Reduced |
| Investors Asset Management of Georgia Inc | 3,875 | $203.0K | 0.11% | +3,875 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,876 | $203.0K | 0.08% | +621+19.1% | Added |
| Grandfield & Dodd, LLC | 3,885 | $203.5K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,898 | $204.2K | 0.03% | +3,898 | New |
| Retirement Planning Group | 3,900 | $204.3K | 0.02% | −12−0.3% | Reduced |
| Chiron Capital Management, LLC | 3,900 | $204.3K | 0.14% | +600+18.2% | Added |
| H&H Retirement Design & Management INC | 4,000 | $206.0K | 0.13% | +4,000 | New |
| EverSource Wealth Advisors, LLC | 3,936 | $206.2K | 0.03% | +2+0.1% | Added |
| Asset Management Resources, LLC | 3,942 | $206.5K | 0.13% | −1,275−24.4% | Reduced |
| Marshall Financial Group LLC | 3,962 | $207.5K | 0.07% | +540+15.8% | Added |
| First Business Financial Services, Inc. | 3,994 | $209.2K | 0.03% | +179+4.7% | Added |
| Transcend Wealth Collective, LLC | 3,999 | $209.5K | 0.02% | −711−15.1% | Reduced |
| Fulcrum Capital LLC | 4,000 | $209.5K | 0.06% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,000 | $209.5K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,000 | $209.5K | 0.13% | 00.0% | Unchanged |
| Triad Investment Management | 4,005 | $209.8K | 0.30% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 4,024 | $210.8K | 0.15% | +4,024 | New |
| Cedar Wealth Management, LLC | 4,028 | $211.0K | 0.09% | +4,028 | New |
| Steel Canyon Capital, LLC | 4,030 | $211.1K | 0.42% | −50,987−92.7% | Reduced |
| Private Capital Management LLC | 4,038 | $211.5K | 0.06% | +1,623+67.2% | Added |
| L2 Asset Management, LLC | 4,045 | $211.9K | 0.13% | +173+4.5% | Added |
| Veracity Capital LLC | 4,057 | $212.5K | 0.10% | +1,078+36.2% | Added |
| Mather Group, LLC. | 4,084 | $213.9K | 0.00% | +151+3.8% | Added |
| Lodestar Private Asset Management LLC | 4,092 | $214.3K | 0.04% | +251+6.5% | Added |
| Van Strum & Towne Inc. | 4,100 | $214.8K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,102 | $214.9K | 0.09% | −210−4.9% | Reduced |
| CKW Financial Group | 4,100 | $215.0K | 0.04% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,125 | $216.1K | 0.08% | −150−3.5% | Reduced |
| Ausdal Financial Partners, Inc. | 4,142 | $217.0K | 0.03% | +1,221+41.8% | Added |
| Parkside Financial Bank & Trust | 4,150 | $217.4K | 0.06% | −654−13.6% | Reduced |
| Clare Market Investments LLC | 4,162 | $218.0K | 0.09% | +4,162 | New |
| Enterprise Financial Services Corp | 4,170 | $218.4K | 0.14% | +1,331+46.9% | Added |
| Rosenbaum Jay D. | 4,172 | $218.5K | 0.40% | +22+0.5% | Added |
| Trail Ridge Investment Advisors, LLC | 4,180 | $218.9K | 0.14% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 4,182 | $219.0K | 0.03% | +3,230+339.3% | Added |
| Teamwork Financial Advisors, LLC | 4,203 | $220.2K | 0.04% | −530−11.2% | Reduced |
| Cypress Wealth Services, LLC | 4,256 | $222.9K | 0.07% | +810+23.5% | Added |
| Collective Family Office LLC | 4,259 | $223.1K | 0.09% | +4,259 | New |
| Epic Trust Investment Advisors, LLC | 4,266 | $223.5K | 0.28% | +4,266 | New |
| FSB Premier Wealth Management, Inc. | 4,275 | $223.9K | 0.12% | −708−14.2% | Reduced |
| Jacobi Capital Management LLC | 4,299 | $225.2K | 0.03% | +223+5.5% | Added |
| Ledyard National Bank | 4,300 | $225.2K | 0.03% | −2,641−38.0% | Reduced |
| Beta Wealth Group, Inc. | 4,300 | $225.2K | 0.13% | +200+4.9% | Added |
| Souders Financial Advisors | 4,315 | $226.0K | 0.05% | +529+14.0% | Added |
| Masso Torrence Wealth Management Inc. | 4,322 | $226.4K | 0.18% | +4,322 | New |
| Vantage Consulting Group Inc | 4,337 | $227.2K | 0.13% | +1,123+34.9% | Added |
| Syntax Advisors, LLC | 4,337 | $227.2K | 0.17% | +1,123+34.9% | Added |
| Welch Group, LLC | 4,391 | $230.0K | 0.01% | +1,937+78.9% | Added |
| Willis Johnson & Associates, Inc. | 4,407 | $230.9K | 0.03% | +151+3.5% | Added |
| RMB Capital Management, LLC | 4,411 | $231.0K | 0.01% | −656−12.9% | Reduced |
| Tempus Wealth Planning, LLC | 4,422 | $231.6K | 0.11% | +4,422 | New |
| Affinity Capital Advisors, LLC | 4,444 | $232.8K | 0.07% | +472+11.9% | Added |
| Vista Private Wealth Partners. LLC | 4,925 | $235.4K | 0.10% | +313+6.8% | Added |
| Marion Wealth Management | 4,500 | $235.7K | 0.09% | +4,500 | New |
| Institute for Wealth Management, LLC. | 4,508 | $236.1K | 0.05% | +225+5.3% | Added |
| Berger Financial Group, Inc | 4,512 | $236.3K | 0.03% | +4,512 | New |