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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 5,712 | $299.2K | 0.04% | +25+0.4% | Added |
| Equitable Trust Co | 5,730 | $300.1K | 0.02% | −151−2.6% | Reduced |
| American Money Management, LLC | 5,764 | $301.9K | 0.08% | +435+8.2% | Added |
| Diligent Investors, LLC | 5,783 | $302.9K | 0.09% | +600+11.6% | Added |
| Stockman Wealth Management, Inc. | 5,810 | $304.3K | 0.07% | +2,626+82.5% | Added |
| Marcum Wealth, LLC | 5,823 | $305.0K | 0.04% | +2,362+68.2% | Added |
| J. L. Bainbridge & Co., Inc. | 5,843 | $306.1K | 0.04% | −273−4.5% | Reduced |
| BBR Partners, LLC | 5,857 | $306.8K | 0.04% | +5,857 | New |
| Haverford Trust Co | 5,886 | $308.3K | 0.00% | +2,396+68.7% | Added |
| Colony Family Offices, LLC | 5,900 | $309.0K | 0.12% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 5,915 | $309.8K | 0.06% | +30+0.5% | Added |
| Boyar Asset Management Inc. | 5,935 | $310.9K | 0.24% | +2,585+77.2% | Added |
| Plante Moran Financial Advisors, LLC | 5,968 | $312.6K | 0.04% | −31−0.5% | Reduced |
| Credit Capital Investments LLC | 6,000 | $314.3K | 0.41% | +6,000 | New |
| ZRC Wealth Management, LLC | 6,012 | $314.9K | 0.29% | +6,012 | New |
| Family Legacy, Inc. | 6,081 | $318.5K | 0.14% | +719+13.4% | Added |
| Traynor Capital Management, Inc. | 6,108 | $319.9K | 0.05% | +712+13.2% | Added |
| Virtue Capital Management, LLC | 6,394 | $323.5K | 0.05% | +2,546+66.2% | Added |
| Nicolet Bankshares Inc | 6,198 | $324.7K | 0.11% | +748+13.7% | Added |
| Rosenberg Matthew Hamilton | 6,294 | $329.7K | 0.11% | +50+0.8% | Added |
| Arden Trust Co | 6,293 | $330.0K | 0.06% | −4,883−43.7% | Reduced |
| Prosperity Wealth Management, Inc. | 6,302 | $330.1K | 0.27% | +3,566+130.3% | Added |
| Quadrant Private Wealth Management, LLC | 6,303 | $330.2K | 0.10% | −44−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 6,313 | $330.7K | 0.05% | +600+10.5% | Added |
| Legacy Capital Wealth Partners, LLC | 6,324 | $331.2K | 0.09% | +6,324 | New |
| Financial Architects, Inc | 6,325 | $331.3K | 0.05% | +3,452+120.2% | Added |
| TAGStone Capital, Inc. | 6,341 | $332.0K | 0.25% | +120+1.9% | Added |
| Wintrust Investments LLC | 6,364 | $333.0K | 0.04% | +90+1.4% | Added |
| Verus Capital Partners, LLC | 6,379 | $334.1K | 0.05% | +6,379 | New |
| Essex LLC | 4,044 | $336.7K | 0.10% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 6,442 | $337.4K | 0.21% | +6,442 | New |
| RMR Wealth Builders | 6,478 | $339.3K | 0.06% | −72−1.1% | Reduced |
| Trinity Financial Advisors LLC | 6,481 | $339.5K | 0.21% | +6,481 | New |
| Keeley-Teton Advisors, LLC | 6,488 | $339.8K | 0.04% | +6,488 | New |
| Fiera Capital Corp | 6,500 | $340.5K | 0.00% | −314−4.6% | Reduced |
| Triangle Securities Wealth Management | 6,526 | $341.8K | 0.12% | +1,085+19.9% | Added |
| Smithfield Trust Co | 6,530 | $345.0K | 0.02% | +1,289+24.6% | Added |
| Icon Wealth Partners, LLC | 6,606 | $346.0K | 0.04% | +6,606 | New |
| Smith Anglin Financial, LLC | 6,751 | $353.6K | 0.05% | +6,751 | New |
| Peak Planning Group, LLC | 6,754 | $353.8K | 0.29% | +750+12.5% | Added |
| Fulton Bank, N.A. | 6,763 | $354.2K | 0.02% | −7,832−53.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 6,763 | $354.3K | 0.08% | −799−10.6% | Reduced |
| Sand Hill Global Advisors, LLC | 6,812 | $356.8K | 0.02% | +1,000+17.2% | Added |
| Grove Bank & Trust | 6,823 | $357.4K | 0.08% | −1,765−20.6% | Reduced |
| Orca Investment Management, LLC | 6,896 | $361.2K | 0.44% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 6,926 | $362.8K | 0.08% | +1,459+26.7% | Added |
| International Assets Investment Management, LLC | 6,934 | $363.2K | 0.05% | +4,068+141.9% | Added |
| Schechter Investment Advisors, LLC | 7,041 | $368.8K | 0.03% | −14,256−66.9% | Reduced |
| Sweeney & Michel, LLC | 6,835 | $373.3K | 0.20% | +6,835 | New |
| Graham Capital Management, L.P. | 7,127 | $373.3K | 0.01% | +1,929+37.1% | Added |
| Essex Financial Services, Inc. | 7,177 | $375.9K | 0.04% | +4,098+133.1% | Added |
| Garrison Point Advisors, LLC | 7,185 | $376.4K | 0.28% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 7,204 | $377.3K | 0.08% | +554+8.3% | Added |
| Rehmann Capital Advisory Group | 7,209 | $377.6K | 0.04% | +964+15.4% | Added |
| Carlson Capital Management | 7,227 | $378.6K | 0.02% | +3,510+94.4% | Added |
| Index Fund Advisors, Inc. | 7,234 | $378.9K | 0.03% | +1,371+23.4% | Added |
| Circle Wealth Management, LLC | 7,236 | $379.0K | 0.05% | +2,425+50.4% | Added |
| Viawealth, LLC | 7,240 | $379.2K | 0.30% | +2,375+48.8% | Added |
| CWM Advisors, LLC | 7,266 | $380.6K | 0.05% | +3,158+76.9% | Added |
| Pointe Capital Management LLC | 7,271 | $380.9K | 0.28% | +2,025+38.6% | Added |
| NBT Bank N A | 7,284 | $381.5K | 0.06% | +405+5.9% | Added |
| Fiduciary Trust Co | 7,305 | $382.6K | 0.01% | −10,962−60.0% | Reduced |
| Bragg Financial Advisors, Inc | 7,338 | $384.4K | 0.02% | −33−0.4% | Reduced |
| Credential Qtrade Securities Inc. | 7,339 | $384.4K | 0.03% | +1,735+31.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,345 | $384.7K | 0.03% | −455−5.8% | Reduced |
| First Heartland Consultants, Inc. | 7,367 | $385.9K | 0.06% | +7,367 | New |
| Sutton Place Investors LLC | 7,420 | $388.7K | 0.53% | −96−1.3% | Reduced |
| Crawford Investment Counsel Inc | 7,442 | $389.8K | 0.01% | +2,288+44.4% | Added |
| WNY Asset Management, LLC | 7,448 | $390.1K | 0.09% | +1,330+21.7% | Added |
| Athena Investment Management | 7,458 | $390.6K | 0.28% | 00.0% | Unchanged |
| RW Investment Management LLC | 7,465 | $391.0K | 0.11% | +100+1.4% | Added |
| Cavalier Investments, LLC | 7,510 | $393.4K | 0.17% | +414+5.8% | Added |
| Buttonwood Financial Advisors Inc. | 7,549 | $395.4K | 0.31% | +4,128+120.7% | Added |
| Blueprint Investment Partners LLC | 7,552 | $395.6K | 0.09% | +397+5.5% | Added |
| Eqis Capital Management, Inc. | 7,555 | $395.7K | 0.04% | +433+6.1% | Added |
| Ninety One SA (PTY) Ltd | 7,569 | $396.5K | 0.10% | −2,449−24.4% | Reduced |
| Savant Capital, LLC | 7,589 | $397.5K | 0.01% | +1,930+34.1% | Added |
| Proffitt & Goodson Inc | 7,611 | $398.7K | 0.08% | +7,611 | New |
| Bahl & Gaynor Inc | 7,614 | $398.8K | 0.00% | −344−4.3% | Reduced |
| Berkshire Asset Management LLC | 7,622 | $399.2K | 0.02% | +7,622 | New |
| Old Port Advisors | 7,744 | $400.4K | 0.14% | +5,144+197.8% | Added |
| Avantax Planning Partners, Inc. | 7,724 | $404.6K | 0.02% | +2,697+53.7% | Added |
| Nomura Holdings Inc | 7,757 | $406.3K | 0.00% | +7,468+2,584.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,773 | $407.0K | 0.02% | +2,226+40.1% | Added |
| RFG Advisory, LLC | 7,770 | $407.0K | 0.02% | +2,563+49.2% | Added |
| Redmont Wealth Advisors LLC | 7,773 | $407.1K | 0.82% | +7,773 | New |
| Albion Financial Group | 7,810 | $409.1K | 0.04% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 7,831 | $410.2K | 0.10% | −43−0.5% | Reduced |
| Beach Investment Counsel Inc | 7,840 | $411.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,904 | $414.0K | 0.02% | +1,109+16.3% | Added |
| Boston Trust Walden Corp | 7,909 | $414.3K | 0.00% | +2,295+40.9% | Added |
| RSM US Wealth Management LLC | 7,921 | $414.9K | 0.01% | +2,562+47.8% | Added |
| Garde Capital, Inc. | 7,928 | $415.0K | 0.05% | +1,721+27.7% | Added |
| Tobam | 7,939 | $416.0K | 0.03% | +3,580+82.1% | Added |
| MBM Wealth Consultants, LLC | 6,795 | $417.0K | 0.18% | 00.0% | Unchanged |
| Boltwood Capital Management | 7,982 | $418.1K | 0.16% | +7,982 | New |
| Lountzis Asset Management, LLC | 8,019 | $420.0K | 0.25% | +8,019 | New |
| Nilsine Partners, LLC | 8,033 | $420.8K | 0.07% | +8,033 | New |
| IHT Wealth Management, LLC | 8,034 | $420.8K | 0.02% | +4,428+122.8% | Added |
| Manhattan West Asset Management, LLC | 8,052 | $421.8K | 0.18% | +8,052 | New |