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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 8,061 | $422.0K | 0.07% | +2,345+41.0% | Added |
| Jackson Hole Capital Partners, LLC | 8,058 | $422.1K | 0.11% | +4,894+154.7% | Added |
| Keystone Financial Services | 8,072 | $422.8K | 0.23% | +409+5.3% | Added |
| Greatmark Investment Partners, Inc. | 8,077 | $423.1K | 0.08% | −2,600−24.4% | Reduced |
| Compass Advisory Group LLC | 8,102 | $424.4K | 0.25% | +102+1.3% | Added |
| FLC Capital Advisors | 8,121 | $425.4K | 0.13% | +1,500+22.7% | Added |
| Hills Bank & Trust Co | 8,128 | $425.7K | 0.06% | +6,373+363.1% | Added |
| DAGCO, Inc. | 8,175 | $428.2K | 0.23% | 00.0% | Unchanged |
| Cooper Financial Group | 8,264 | $432.9K | 0.12% | +8,264 | New |
| Pittenger & Anderson Inc | 8,276 | $433.5K | 0.02% | +6,010+265.2% | Added |
| Arkadios Wealth Advisors | 8,353 | $437.5K | 0.05% | +727+9.5% | Added |
| Angeles Investment Advisors, LLC | 8,489 | $444.7K | 0.04% | +2,318+37.6% | Added |
| Catalyst Financial Partners LLC | 8,496 | $445.0K | 0.19% | +1,893+28.7% | Added |
| Concentric Wealth Management, LLC | 8,546 | $447.7K | 0.15% | −35−0.4% | Reduced |
| ETF Managers Group, LLC | 8,615 | $451.3K | 0.01% | +128+1.5% | Added |
| Apriem Advisors | 8,622 | $451.6K | 0.07% | −629−6.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,631 | $452.1K | 0.23% | +583+7.2% | Added |
| Western Wealth Management, LLC | 8,647 | $452.9K | 0.04% | −2,662−23.5% | Reduced |
| Integrated Investment Consultants, LLC | 8,678 | $454.6K | 0.14% | +2,458+39.5% | Added |
| Boston Financial Mangement LLC | 8,723 | $456.9K | 0.02% | −216−2.4% | Reduced |
| Twin Capital Management Inc | 8,747 | $458.2K | 0.06% | −28,571−76.6% | Reduced |
| Financial Advisory Service, Inc. | 8,758 | $458.7K | 0.05% | +8,758 | New |
| Industrial Alliance Investment Management Inc. | 8,756 | $459.0K | 0.01% | −14,697−62.7% | Reduced |
| V-Square Quantitative Management LLC | 8,764 | $459.1K | 0.42% | +8,764 | New |
| Navalign, LLC | 8,794 | $460.7K | 0.19% | +538+6.5% | Added |
| Sowell Financial Services LLC | 8,831 | $463.0K | 0.04% | −9,845−52.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 8,841 | $463.1K | 0.04% | −249,924−96.6% | Reduced |
| Peterson Wealth Management | 8,845 | $463.3K | 0.44% | +8,845 | New |
| Caliber Wealth Management, LLC | 8,859 | $464.0K | 0.35% | −11,106−55.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 8,864 | $464.3K | 0.17% | +8,864 | New |
| Lindbrook Capital, LLC | 8,865 | $464.3K | 0.05% | +4,985+128.5% | Added |
| Point72 Asset Management, L.P. | 8,888 | $465.6K | 0.00% | +8,888 | New |
| Los Angeles Capital Management LLC | 8,892 | $465.8K | 0.00% | −175−1.9% | Reduced |
| Pitcairn Co | 8,924 | $467.4K | 0.04% | −900−9.2% | Reduced |
| Latitude Advisors, LLC | 8,928 | $467.6K | 0.34% | +2,559+40.2% | Added |
| Csenge Advisory Group | 8,931 | $467.8K | 0.03% | −6,270−41.2% | Reduced |
| Kearns & Associates LLC | 9,000 | $471.4K | 0.47% | 00.0% | Unchanged |
| Avondale Wealth Management | 9,000 | $471.4K | 0.41% | +9,000 | New |
| Cozad Asset Management Inc | 9,134 | $478.5K | 0.06% | −120−1.3% | Reduced |
| ING Groep NV | 9,163 | $480.0K | 0.00% | −71,677−88.7% | Reduced |
| Omega Financial Group, LLC | 9,175 | $480.6K | 0.22% | +32+0.3% | Added |
| Mitchell Sinkler & Starr | 9,201 | $481.9K | 0.14% | +6,387+227.0% | Added |
| David Loasby | 9,795 | $483.4K | 0.06% | +5,788+144.4% | Added |
| HWG Holdings LP | 9,229 | $483.4K | 0.28% | −520−5.3% | Reduced |
| Radnor Capital Management, LLC | 9,285 | $486.0K | 0.13% | +2,665+40.3% | Added |
| Private Ocean, LLC | 9,330 | $488.7K | 0.06% | −4,923−34.5% | Reduced |
| Skylands Capital, LLC | 9,350 | $489.8K | 0.07% | +9,350 | New |
| Castleark Management LLC | 9,360 | $490.3K | 0.02% | −297,185−96.9% | Reduced |
| Shira Ridge Wealth Management | 9,389 | $491.8K | 0.32% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,408 | $492.8K | 0.01% | +9,408 | New |
| Lyell Wealth Management, LP | 9,436 | $494.3K | 0.07% | +10.0% | Added |
| TD Private Client Wealth LLC | 9,578 | $501.7K | 0.02% | −63,558−86.9% | Reduced |
| Great Valley Advisor Group, Inc. | 9,774 | $512.0K | 0.02% | +9,774 | New |
| Horizon Investments, LLC | 9,838 | $512.6K | 0.02% | −6,207−38.7% | Reduced |
| Drive Wealth Management, LLC | 9,858 | $516.3K | 0.22% | +9,858 | New |
| Sage Rhino Capital LLC | 9,895 | $518.3K | 0.15% | −747−7.0% | Reduced |
| Birch Capital Management, LLC | 9,961 | $521.8K | 0.34% | +9,961 | New |
| Symmetry Partners, LLC | 9,966 | $522.0K | 0.03% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 9,983 | $522.9K | 0.18% | +9,983 | New |
| Bluefin Capital Management, LLC | – | $523.8K | 0.07% | – | New |
| Hennessy Advisors Inc | 10,000 | $523.8K | 0.04% | +10,000 | New |
| Long Focus Capital Management, LLC | 10,000 | $523.8K | 0.08% | +10,000 | New |
| Plustick Management LLC | 10,000 | $523.8K | 0.46% | +10,000 | New |
| Jupiter Wealth Management LLC | 10,000 | $523.8K | 0.48% | +10,000 | New |
| Logan Capital Management Inc | 10,097 | $528.9K | 0.03% | 00.0% | Unchanged |
| Westmount Partners, LLC | 10,191 | $533.8K | 0.25% | +5,426+113.9% | Added |
| Qsemble Capital Management, LP | 10,200 | $534.3K | 0.36% | +10,200 | New |
| Ironwood Financial, llc | 10,221 | $535.4K | 0.15% | +1,110+12.2% | Added |
| Regatta Capital Group, LLC | 6,470 | $538.7K | 0.19% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 10,305 | $539.8K | 0.41% | −2,935−22.2% | Reduced |
| Pitti Group Wealth Management, LLC | 10,385 | $544.0K | 0.61% | +10,385 | New |
| Integrated Advisors Network LLC | 10,436 | $546.6K | 0.03% | −4,257−29.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,439 | $546.8K | 0.20% | +40.0% | Added |
| Capital Advantage, Inc. | 10,958 | $547.9K | 0.12% | +345+3.3% | Added |
| Moneta Group Investment Advisors LLC | 10,462 | $548.0K | 0.01% | +4,561+77.3% | Added |
| Oxinas Partners Wealth Management LLC | 10,509 | $550.5K | 0.40% | +10,509 | New |
| Wealth Enhancement Advisory Services, LLC | 10,516 | $550.8K | 0.01% | +10,516 | New |
| Great Lakes Retirement, Inc. | 10,531 | $551.6K | 0.10% | +850+8.8% | Added |
| Moseley Investment Management Inc | 10,540 | $552.1K | 0.36% | +60+0.6% | Added |
| InterOcean Capital Group, LLC | 10,543 | $552.2K | 0.02% | +3,300+45.6% | Added |
| Tranquilli Financial Advisor LLC | 10,594 | $554.9K | 0.41% | +3,447+48.2% | Added |
| Intact Investment Management Inc. | 10,600 | $555.2K | 0.02% | −3,200−23.2% | Reduced |
| Hardy Reed LLC | 10,680 | $559.4K | 0.10% | −147−1.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 10,725 | $561.8K | 0.14% | +10,725 | New |
| Sentry Investment Management LLC | 10,763 | $564.0K | 0.23% | +70+0.7% | Added |
| Kingsview Wealth Management, LLC | 10,771 | $564.2K | 0.02% | +7,073+191.3% | Added |
| 1832 Asset Management L.P. | 10,837 | $567.6K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 10,847 | $568.0K | 0.04% | +10,847 | New |
| Perpetual Ltd | 10,891 | $570.5K | 0.00% | +10,891 | New |
| Legacy Wealth Asset Management, LLC | 10,920 | $572.0K | 0.21% | −36−0.3% | Reduced |
| Retirement Guys Formula LLC | 10,924 | $572.2K | 0.41% | +10,924 | New |
| Zullo Investment Group, Inc. | 10,931 | $572.6K | 0.36% | +3,081+39.2% | Added |
| X-Square Capital, LLC | 10,950 | $574.0K | 0.34% | +10,950 | New |
| Cove Street Capital, LLC | 11,000 | $576.0K | 0.17% | +11,000 | New |
| Psagot Value Holdings Ltd. / (Israel) | 11,100 | $577.0K | 0.24% | +7,600+217.1% | Added |
| MRP Capital Investments, LLC | 11,068 | $579.8K | 0.64% | +1,358+14.0% | Added |
| Violich Capital Management, Inc. | 11,080 | $580.0K | 0.10% | +1,900+20.7% | Added |
| Independence Bank of Kentucky | 11,075 | $580.1K | 0.25% | +10,750+3,307.7% | Added |
| Ambassador Advisors, LLC | 12,169 | $580.8K | 0.13% | −1,149−8.6% | Reduced |
| FineMark National Bank & Trust | 11,171 | $585.1K | 0.02% | +421+3.9% | Added |