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 |
|---|---|---|---|---|---|
| Clean Yield Group | 11,180 | $585.6K | 0.25% | −150−1.3% | Reduced |
| Monte Financial Group, LLC | 11,268 | $590.2K | 0.31% | +237+2.1% | Added |
| Steel Peak Wealth Management LLC | 11,279 | $590.8K | 0.04% | +6,168+120.7% | Added |
| Lake Street Advisors Group, LLC | 11,283 | $591.0K | 0.04% | −809−6.7% | Reduced |
| Osborne Partners Capital Management, LLC | 11,301 | $591.9K | 0.04% | −124−1.1% | Reduced |
| Sun Life Financial INC | 11,374 | $594.0K | 0.04% | +1,528+15.5% | Added |
| Segall Bryant & Hamill, LLC | 11,378 | $595.0K | 0.01% | −1,350−10.6% | Reduced |
| Lodestone Wealth Management LLC | 11,380 | $596.1K | 0.46% | +320+2.9% | Added |
| Insigneo Advisory Services, LLC | 11,375 | $596.3K | 0.19% | +7,596+201.0% | Added |
| Canandaigua National Bank & Trust Co | 11,407 | $597.0K | 0.10% | +11,407 | New |
| Laidlaw Wealth Management LLC | 11,402 | $597.2K | 0.12% | +11,402 | New |
| First Capital Advisors Group, LLC. | 11,410 | $597.7K | 0.38% | +3,277+40.3% | Added |
| Derbend Asset Management | 11,412 | $597.8K | 0.45% | +11,412 | New |
| Virtus ETF Advisers LLC | 11,418 | $598.1K | 0.33% | +434+4.0% | Added |
| HF Advisory Group, LLC | 11,435 | $599.0K | 0.53% | +2,259+24.6% | Added |
| Wealth Advisors, Inc. | 11,595 | $599.6K | 0.29% | +11,595 | New |
| Northcape Wealth Management, LLC | 11,482 | $601.4K | 0.22% | +11,482 | New |
| GFG Capital, LLC | 11,927 | $602.1K | 0.14% | +4,696+64.9% | Added |
| Baker Tilly Wealth Management, LLC | 11,500 | $602.4K | 0.07% | +1,087+10.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 11,510 | $602.9K | 0.40% | −605−5.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,559 | $605.4K | 0.12% | +4,197+57.0% | Added |
| Winton Group Ltd | 11,576 | $606.4K | 0.04% | −1,485−11.4% | Reduced |
| Kestra Private Wealth Services, LLC | 11,639 | $609.6K | 0.02% | +2,419+26.2% | Added |
| Citizens National Bank Trust Department | 11,680 | $611.8K | 0.17% | +11,680 | New |
| Avidian Wealth Solutions, LLC | 11,726 | $614.2K | 0.03% | +11,726 | New |
| Powell Investment Advisors, LLC | 11,738 | $614.8K | 0.34% | −78−0.7% | Reduced |
| IMS Capital Management | 11,780 | $617.1K | 0.37% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,783 | $617.2K | 0.04% | +6,376+117.9% | Added |
| Qtron Investments LLC | 11,790 | $617.6K | 0.13% | +3,522+42.6% | Added |
| HCR Wealth Advisors | 11,854 | $620.9K | 0.12% | +585+5.2% | Added |
| Moors & Cabot, Inc. | 11,865 | $621.5K | 0.04% | +5,990+102.0% | Added |
| Platform Technology Partners | 11,889 | $622.7K | 0.31% | −187−1.5% | Reduced |
| Hamel Associates, Inc. | 11,910 | $623.8K | 0.22% | 00.0% | Unchanged |
| MYDA Advisors LLC | 12,000 | $628.6K | 0.26% | −8,000−40.0% | Reduced |
| Greenline Partners, LLC | 12,010 | $629.1K | 0.12% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 12,024 | $629.8K | 0.05% | +5,778+92.5% | Added |
| Mutual Advisors, LLC | 12,070 | $632.2K | 0.03% | +3,787+45.7% | Added |
| Financial Consulate, Inc | 12,086 | $633.1K | 0.22% | +185+1.6% | Added |
| KLK Capital Management LLC | 12,097 | $633.6K | 0.81% | +12,097 | New |
| Waldron Private Wealth LLC | 12,129 | $635.3K | 0.03% | +370+3.1% | Added |
| Coastal Investment Advisors, Inc. | 12,201 | $639.1K | 0.16% | +1,597+15.1% | Added |
| First Financial Corp | 12,283 | $643.4K | 0.40% | −447−3.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 12,334 | $646.1K | 0.07% | +5,865+90.7% | Added |
| Salem Investment Counselors Inc | 12,373 | $648.1K | 0.03% | +1,050+9.3% | Added |
| Atticus Wealth Management, LLC | 12,399 | $649.5K | 0.25% | +4,961+66.7% | Added |
| Paradigm Asset Management Co LLC | 12,400 | $649.5K | 0.18% | 00.0% | Unchanged |
| Sonen Capital LLC | 12,449 | $652.1K | 1.11% | −9,390−43.0% | Reduced |
| Cresset Asset Management, LLC | 12,477 | $653.6K | 0.01% | +372+3.1% | Added |
| Clearstead Advisors, LLC | 12,479 | $653.6K | 0.05% | +2,153+20.9% | Added |
| Trustmark National Bank Trust Department | 12,497 | $654.6K | 0.06% | +8,050+181.0% | Added |
| Desjardins Global Asset Management Inc. | 12,521 | $656.0K | 0.08% | +7,282+139.0% | Added |
| Oder Investment Management, LLC | 12,526 | $656.1K | 0.77% | +12,526 | New |
| Stonnington Group, LLC | 12,768 | $657.4K | 0.17% | −1,829−12.5% | Reduced |
| West Financial Advisors, LLC | 12,600 | $660.0K | 0.17% | 00.0% | Unchanged |
| Menard Financial Group LLC | 12,671 | $663.7K | 1.53% | +12,671 | New |
| Gemmer Asset Management LLC | 12,681 | $664.3K | 0.10% | +94+0.7% | Added |
| Summit X, LLC | 12,703 | $666.0K | 0.17% | +6,353+100.0% | Added |
| Independent Advisor Alliance | 12,733 | $667.0K | 0.03% | +12,733 | New |
| Boothbay Fund Management, LLC | 12,734 | $667.0K | 0.02% | +12,734 | New |
| Stokes Family Office, LLC | 12,788 | $669.8K | 0.08% | −2,334−15.4% | Reduced |
| Emerald Advisers, LLC | 12,805 | $670.7K | 0.03% | +12,805 | New |
| Ballentine Partners, LLC | 12,806 | $670.8K | 0.02% | −3,146−19.7% | Reduced |
| Diversified Trust Co | 12,812 | $671.1K | 0.03% | +549+4.5% | Added |
| Summit Asset Management, LLC | 12,814 | $671.2K | 0.18% | +915+7.7% | Added |
| Quadrant Capital Group LLC | 12,897 | $675.5K | 0.07% | −2,620−16.9% | Reduced |
| Howard Financial Services, Ltd. | 12,911 | $676.3K | 0.16% | +12,911 | New |
| Prime Capital Investment Advisors, LLC | 12,961 | $678.9K | 0.03% | +9,294+253.4% | Added |
| BerganKDV Wealth Management, LLC | 13,034 | $682.7K | 0.07% | +554+4.4% | Added |
| Coldstream Capital Management Inc | 13,369 | $700.2K | 0.02% | −4,238−24.1% | Reduced |
| Laffer Tengler Investments | 13,477 | $705.9K | 0.19% | +576+4.5% | Added |
| Doheny Asset Management | 13,471 | $706.0K | 0.63% | +5,076+60.5% | Added |
| Xcel Wealth Management, LLC | 13,485 | $706.3K | 0.25% | +13,485 | New |
| Operose Advisors LLC | 13,597 | $712.2K | 0.35% | +1,106+8.9% | Added |
| Allworth Financial LP | 13,600 | $712.4K | 0.01% | +2,114+18.4% | Added |
| SeaCrest Wealth Management, LLC | 13,603 | $712.5K | 0.10% | +5,559+69.1% | Added |
| Royal Fund Management, LLC | 13,647 | $714.8K | 0.11% | +13,647 | New |
| Intrust Bank NA | 13,735 | $719.4K | 0.09% | +4,788+53.5% | Added |
| Citizens & Northern Corp | 13,799 | $722.8K | 0.28% | +13,799 | New |
| Checchi Capital Advisers, LLC | 13,869 | $726.5K | 0.07% | −24−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 13,892 | $727.7K | 0.10% | +13,892 | New |
| Forum Financial Management, LP | 13,983 | $732.4K | 0.02% | +906+6.9% | Added |
| Spire Wealth Management | 14,090 | $738.0K | 0.03% | +5,650+66.9% | Added |
| AM Squared Ltd | 14,100 | $738.6K | 0.57% | +14,100 | New |
| Crumly & Associates Inc. | 14,121 | $739.7K | 0.32% | +3,500+33.0% | Added |
| Redhawk Wealth Advisors, Inc. | 14,207 | $744.1K | 0.25% | +9,397+195.4% | Added |
| Cullen/Frost Bankers, Inc. | 14,226 | $745.2K | 0.01% | +296+2.1% | Added |
| Edmond de Rothschild Holding S.A. | 14,259 | $746.9K | 0.02% | −6,186−30.3% | Reduced |
| Copperleaf Capital, LLC | 14,305 | $749.3K | 0.74% | +475+3.4% | Added |
| Oak Thistle LLC | 14,422 | $755.4K | 0.45% | +14,422 | New |
| Stratos Wealth Advisors, LLC | 14,429 | $755.8K | 0.06% | −338−2.3% | Reduced |
| SG Americas Securities, LLC | 14,431 | $756.0K | 0.01% | −4,185−22.5% | Reduced |
| Tiedemann Advisors, LLC | 14,467 | $757.8K | 0.03% | +9,753+206.9% | Added |
| FinTrust Capital Advisors, LLC | 9,908 | $763.2K | 0.19% | +2,000+25.3% | Added |
| Smith, Moore & Co. | 14,573 | $763.3K | 0.10% | +2,535+21.1% | Added |
| Sigma Planning Corp | 14,628 | $766.2K | 0.03% | +7,476+104.5% | Added |
| Avantax Advisory Services, Inc. | 14,668 | $768.3K | 0.01% | +4,618+46.0% | Added |
| Royce & Associates LP | 14,671 | $768.5K | 0.01% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 14,674 | $768.6K | 0.07% | −1,347−8.4% | Reduced |
| Uncommon Cents Investing LLC | 14,697 | $769.8K | 0.28% | +100+0.7% | Added |
| Quantitative Investment Management, LLC | 14,788 | $774.0K | 0.16% | +14,788 | New |