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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 4,519 | $236.7K | 0.01% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,541 | $237.0K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,525 | $237.0K | 0.02% | +4,525 | New |
| Badgley Phelps Wealth Managers, LLC | 4,529 | $237.3K | 0.01% | −59,975−93.0% | Reduced |
| Left Brain Wealth Management, LLC | 4,545 | $237.4K | 0.16% | +4,545 | New |
| Astoria Portfolio Advisors LLC. | 4,765 | $238.3K | 0.10% | +119+2.6% | Added |
| Relyea Zuckerberg Hanson LLC | 4,557 | $238.7K | 0.06% | −1,083−19.2% | Reduced |
| Capital Investment Advisory Services, LLC | 4,577 | $239.7K | 0.03% | +4,577 | New |
| Proequities, Inc. | 4,599 | $240.9K | 0.02% | +1,022+28.6% | Added |
| DRW Securities, LLC | 4,608 | $241.0K | 0.04% | −2,033−30.6% | Reduced |
| Summit Financial, LLC | 4,601 | $241.0K | 0.02% | +1,354+41.7% | Added |
| Keene & Associates, Inc. | 4,608 | $241.4K | 0.19% | +411+9.8% | Added |
| Forte Capital LLC | 4,635 | $242.8K | 0.04% | +2,031+78.0% | Added |
| Keel Point, LLC | 4,640 | $243.1K | 0.04% | −1,383−23.0% | Reduced |
| Delta Financial Advisors LLC | 4,681 | $245.2K | 0.12% | 00.0% | Unchanged |
| Parkside Advisors LLC | 4,694 | $246.0K | 0.08% | 00.0% | Unchanged |
| Caas Capital Management LP | 4,700 | $246.2K | 0.08% | +4,700 | New |
| Jeppson Wealth Management, LLC | 4,712 | $246.8K | 0.11% | +1,668+54.8% | Added |
| Baldwin Investment Management, LLC | 4,720 | $247.2K | 0.04% | −4,575−49.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,748 | $248.7K | 0.02% | −298−5.9% | Reduced |
| Noesis Capital Mangement Corp | 4,753 | $249.0K | 0.06% | +1,600+50.7% | Added |
| IFG Advisory, LLC | 4,759 | $249.3K | 0.02% | −1,284−21.2% | Reduced |
| Court Place Advisors, LLC | 4,800 | $251.4K | 0.09% | −200−4.0% | Reduced |
| PDS Planning, Inc | 4,823 | $252.6K | 0.03% | +757+18.6% | Added |
| Sigma Investment Counselors Inc | 4,829 | $252.9K | 0.02% | +1,255+35.1% | Added |
| Novare Capital Management LLC | 4,834 | $253.2K | 0.03% | +4,834 | New |
| Ellevest, Inc. | 4,837 | $253.4K | 0.02% | −3,088−39.0% | Reduced |
| StoneX Group Inc. | 4,847 | $253.9K | 0.03% | +2,027+71.9% | Added |
| BSW Wealth Partners | 4,852 | $254.1K | 0.05% | −1,525−23.9% | Reduced |
| N.E.W. Advisory Services LLC | 4,863 | $254.7K | 0.04% | +65+1.4% | Added |
| Narus Financial Partners, LLC | 4,873 | $255.2K | 0.14% | +1,470+43.2% | Added |
| Marex Group plc | 4,874 | $255.3K | 0.03% | +4,874 | New |
| Tompkins Financial Corp | 4,935 | $258.5K | 0.04% | 00.0% | Unchanged |
| Golden Green, Inc. | 4,944 | $259.0K | 0.30% | +4,944 | New |
| Alliance Wealth Advisors, LLC | 4,949 | $259.2K | 0.19% | +2,096+73.5% | Added |
| River Wealth Advisors LLC | 4,955 | $259.6K | 0.05% | +546+12.4% | Added |
| Norway Savings Bank | 4,970 | $260.3K | 0.13% | −50−1.0% | Reduced |
| Curated Wealth Partners LLC | 4,971 | $260.4K | 0.06% | +4,971 | New |
| Emfo, LLC | 5,000 | $261.9K | 0.25% | +5,000 | New |
| Allstate Corp | 5,028 | $263.4K | 0.02% | −50,495−90.9% | Reduced |
| Gryphon Financial Partners LLC | 5,035 | $263.7K | 0.06% | −422−7.7% | Reduced |
| Purus Wealth Management, LLC | 5,037 | $263.9K | 0.21% | +1,339+36.2% | Added |
| Chilton Capital Management LLC | 5,056 | $264.8K | 0.02% | −594−10.5% | Reduced |
| PFS Investments Inc. | 5,398 | $266.0K | 0.00% | −15,198−73.8% | Reduced |
| Fusion Capital, LLC | 5,086 | $266.4K | 0.15% | +5,086 | New |
| Ritholtz Wealth Management | 5,087 | $266.4K | 0.01% | −5,448−51.7% | Reduced |
| Evoke Wealth, LLC | 5,092 | $266.7K | 0.01% | +2,327+84.2% | Added |
| Nova R Wealth, Inc. | 5,121 | $268.3K | 0.18% | +65+1.3% | Added |
| Atlas Private Wealth Management | 5,129 | $268.7K | 0.16% | +838+19.5% | Added |
| Green Square Capital Advisors LLC | 5,155 | $270.0K | 0.04% | +5,155 | New |
| Bard Financial Services, Inc. | 5,175 | $271.1K | 0.02% | +5,175 | New |
| New Hampshire Trust | 5,178 | $271.2K | 0.07% | −156−2.9% | Reduced |
| Alpha Cubed Investments, LLC | 5,203 | $272.5K | 0.02% | +152+3.0% | Added |
| WESPAC Advisors SoCal, LLC | 5,205 | $272.6K | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,215 | $273.0K | 0.03% | +5,215 | New |
| BancorpSouth Bank | 5,219 | $273.4K | 0.03% | −66,780−92.8% | Reduced |
| Enzi Wealth | 5,193 | $274.0K | 0.14% | +5,193 | New |
| Ferguson Wellman Capital Management, Inc | 5,243 | $274.6K | 0.01% | −200−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,244 | $274.7K | 0.04% | +494+10.4% | Added |
| Brave Warrior Advisors, LLC | 5,250 | $275.0K | 0.01% | +5,250 | New |
| Kaizen Financial Strategies | 5,267 | $275.9K | 0.27% | +2,307+77.9% | Added |
| Sonora Investment Management Group, LLC | 5,270 | $276.1K | 0.02% | +405+8.3% | Added |
| Knightsbridge Asset Management, LLC | 5,282 | $277.0K | 0.05% | +20.0% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $277.6K | 0.20% | 00.0% | Unchanged |
| Benin Management CORP | 5,300 | $277.6K | 0.11% | +2,600+96.3% | Added |
| Hexagon Capital Partners LLC | 5,322 | $278.8K | 0.08% | +4,568+605.8% | Added |
| Soltis Investment Advisors LLC | 5,327 | $279.0K | 0.04% | +5,327 | New |
| Evermay Wealth Management LLC | 5,337 | $279.6K | 0.06% | −7,573−58.7% | Reduced |
| Good Life Advisors, LLC | 5,354 | $280.5K | 0.04% | +1,176+28.1% | Added |
| Edgewood Management LLC | 5,360 | $280.8K | 0.00% | −2,600−32.7% | Reduced |
| Fagan Associates, Inc. | 5,368 | $281.2K | 0.07% | +2,555+90.8% | Added |
| Cinctive Capital Management LP | 5,370 | $281.3K | 0.01% | +5,370 | New |
| Alps Advisors Inc | 5,374 | $281.5K | 0.00% | +1,054+24.4% | Added |
| Hyman Charles D | 5,381 | $282.0K | 0.02% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 5,386 | $282.1K | 0.21% | +5,386 | New |
| Kistler-Tiffany Companies, LLC | 5,387 | $282.2K | 0.05% | +2,109+64.3% | Added |
| Clear Harbor Asset Management, LLC | 5,400 | $282.9K | 0.03% | +5,400 | New |
| Stock Yards Bank & Trust Co | 5,412 | $283.0K | 0.01% | −386−6.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,411 | $283.4K | 0.21% | +10.0% | Added |
| Addison Advisors LLC | 5,455 | $285.7K | 0.16% | −35−0.6% | Reduced |
| Farmers & Merchants Investments Inc | 5,466 | $286.3K | 0.01% | +4,461+443.9% | Added |
| Balentine LLC | 5,477 | $286.9K | 0.01% | −4,277−43.8% | Reduced |
| Centurion Wealth Management LLC | 5,482 | $287.2K | 0.15% | −76−1.4% | Reduced |
| Transatlantique Private Wealth LLC | 5,490 | $287.5K | 0.16% | −994−15.3% | Reduced |
| V Wealth Advisors LLC | 5,516 | $288.9K | 0.05% | +1,294+30.6% | Added |
| Patten & Patten Inc | 5,520 | $289.1K | 0.03% | +5,520 | New |
| LVW Advisors, LLC | 5,534 | $289.9K | 0.06% | −1,151−17.2% | Reduced |
| Silver Oak Securities, Inc | 5,534 | $290.0K | 0.05% | +5,534 | New |
| Ofi Invest Asset Management | 15,276,683 | $290.3K | 1.50% | +15,276,683 | New |
| Edge Capital Group, LLC | 5,563 | $291.4K | 0.02% | +1,708+44.3% | Added |
| Capital Investment Advisors, LLC | 5,592 | $292.9K | 0.01% | +1,134+25.4% | Added |
| Journey Advisory Group, LLC | 5,604 | $293.5K | 0.05% | +430+8.3% | Added |
| KRS Capital Management, LLC | 5,604 | $293.5K | 0.33% | +2,804+100.1% | Added |
| Ridgecrest Wealth Partners, LLC | 5,608 | $293.7K | 0.21% | +100+1.8% | Added |
| Welch & Forbes LLC | 5,637 | $295.3K | 0.00% | +175+3.2% | Added |
| RNC Capital Management LLC | 5,646 | $296.0K | 0.02% | +128+2.3% | Added |
| Columbia Asset Management | 5,645 | $296.0K | 0.07% | +5,645 | New |
| Joel Isaacson & Co., LLC | 5,672 | $297.1K | 0.02% | +189+3.4% | Added |
| CNB Bank | 5,689 | $298.0K | 0.18% | −13−0.2% | Reduced |
| Proficio Capital Partners LLC | 5,703 | $298.7K | 0.05% | −844−12.9% | Reduced |