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 |
|---|---|---|---|---|---|
| Neumann Capital Management, LLC | 14,835 | $777.1K | 0.34% | −184−1.2% | Reduced |
| Strategic Blueprint, LLC | 14,868 | $778.8K | 0.08% | +621+4.4% | Added |
| Little House Capital LLC | 14,944 | $782.8K | 0.37% | +11,644+352.8% | Added |
| Shay Capital LLC | 15,000 | $785.7K | 0.33% | +15,000 | New |
| Zimmermann Investment Management & Planning LLC | 15,048 | $788.2K | 0.41% | +5,041+50.4% | Added |
| InTrack Investment Management Inc | 15,812 | $790.6K | 0.72% | +15,812 | New |
| Kinsale Capital Group, Inc. | 15,099 | $790.9K | 0.58% | +10,099+202.0% | Added |
| Brown Capital Management LLC | 15,116 | $791.8K | 0.01% | +899+6.3% | Added |
| Precision Wealth Strategies, LLC | 15,214 | $796.9K | 1.25% | +15,214 | New |
| Lincoln National Corp | 15,224 | $797.4K | 0.02% | +9,197+152.6% | Added |
| Alpha DNA Investment Management LLC | 15,261 | $799.4K | 0.41% | −11,176−42.3% | Reduced |
| IFP Advisors, Inc | 21,347 | $801.2K | 0.04% | +9,053+73.6% | Added |
| Elmwood Wealth Management, Inc. | 15,339 | $803.5K | 0.38% | +2,627+20.7% | Added |
| HB Wealth Management, LLC | 15,351 | $804.1K | 0.01% | +2,635+20.7% | Added |
| JNBA Financial Advisors | 15,405 | $806.9K | 0.11% | −99−0.6% | Reduced |
| Fruth Investment Management | 15,529 | $813.0K | 0.23% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 15,554 | $814.7K | 0.52% | +2,612+20.2% | Added |
| TLWM | 15,570 | $815.6K | 0.26% | +15,570 | New |
| Eagle Asset Management Inc | 15,714 | $823.0K | 0.00% | +2,618+20.0% | Added |
| Caldwell Trust Co | 15,798 | $827.5K | 0.11% | −342−2.1% | Reduced |
| Rothschild Investment Corp | 15,800 | $828.0K | 0.07% | +15,800 | New |
| KB Financial Partners, LLC | 15,962 | $836.0K | 0.25% | −266−1.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 16,063 | $841.4K | 0.11% | −3,673−18.6% | Reduced |
| Tandem Capital Management Corp | 16,097 | $843.2K | 0.59% | +16,097 | New |
| Integrated Wealth Concepts LLC | 16,106 | $844.0K | 0.02% | +9,155+131.7% | Added |
| Baker Avenue Asset Management, LP | 16,118 | $844.3K | 0.05% | −173,590−91.5% | Reduced |
| Hall Capital Management Co Inc | 16,227 | $850.0K | 0.50% | +705+4.5% | Added |
| WealthPLAN Partners, LLC | 16,243 | $850.8K | 0.10% | +16,243 | New |
| Clarius Group, LLC | 16,379 | $857.9K | 0.07% | +738+4.7% | Added |
| Cetera Advisors LLC | 16,402 | $859.1K | 0.01% | +3,002+22.4% | Added |
| Riverwater Partners LLC | 16,464 | $862.4K | 0.79% | +6,209+60.5% | Added |
| Providence Wealth Advisors, LLC | 15,578 | $863.5K | 0.64% | +140+0.9% | Added |
| Boyd Watterson Asset Management LLC | 16,498 | $864.1K | 0.35% | +2,636+19.0% | Added |
| Montecito Bank & Trust | 16,532 | $865.9K | 0.21% | −3,647−18.1% | Reduced |
| Pallas Capital Advisors LLC | 16,320 | $866.9K | 0.08% | +16,320 | New |
| Duff & Phelps Investment Management Co | 16,580 | $868.5K | 0.01% | +500+3.1% | Added |
| Boston Common Asset Management, LLC | 16,585 | $869.0K | 0.02% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 16,612 | $870.0K | 0.44% | −266−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 16,633 | $871.3K | 0.04% | +10,824+186.3% | Added |
| Krilogy Financial LLC | 16,823 | $881.2K | 0.07% | +1,800+12.0% | Added |
| JT Stratford LLC | 16,863 | $883.3K | 0.25% | −13,848−45.1% | Reduced |
| McCarthy Asset Management, Inc. | 16,886 | $884.5K | 0.60% | 00.0% | Unchanged |
| Regions Financial Corp | 16,907 | $885.0K | 0.01% | −4,234−20.0% | Reduced |
| Gladstone Institutional Advisory LLC | 16,907 | $885.6K | 0.06% | +13,388+380.4% | Added |
| Founders Financial Securities LLC | 16,948 | $887.7K | 0.13% | +987+6.2% | Added |
| Griffin Asset Management, Inc. | 17,050 | $893.1K | 0.12% | +95+0.6% | Added |
| Kelly Lawrence W & Associates Inc | 17,068 | $894.0K | 0.24% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18,652 | $895.8K | 0.05% | +1,112+6.3% | Added |
| Golden State Equity Partners | 17,164 | $899.0K | 0.49% | +17,164 | New |
| Avalon Trust Co | 17,180 | $899.9K | 0.09% | +17,180 | New |
| Fairfield Financial Advisors, LTD | 17,162 | $900.5K | 0.39% | +292+1.7% | Added |
| Comerica Securities,inc. | 17,278 | $905.0K | 0.07% | +14,362+492.5% | Added |
| Aptus Capital Advisors, LLC | 17,286 | $905.4K | 0.03% | −114,418−86.9% | Reduced |
| Signet Investment Advisory Group, Inc. | 17,325 | $907.5K | 0.63% | −195−1.1% | Reduced |
| RiverPark Advisors, LLC | 17,597 | $921.7K | 0.62% | −1,084−5.8% | Reduced |
| Signaturefd, LLC | 17,661 | $925.1K | 0.03% | −5,040−22.2% | Reduced |
| Aj Wealth Strategies, LLC | 17,725 | $928.5K | 0.05% | −725−3.9% | Reduced |
| Credit Agricole S A | 17,774 | $931.0K | 0.04% | −12,368−41.0% | Reduced |
| WT Wealth Management | 17,932 | $939.3K | 0.41% | +17,932 | New |
| Ronald Blue Trust, Inc. | 11,318 | $942.0K | 0.02% | −3,872−25.5% | Reduced |
| Hedges Asset Management LLC | 18,000 | $942.8K | 0.80% | 00.0% | Unchanged |
| BIP Wealth, LLC | 18,075 | $946.8K | 0.10% | +18,075 | New |
| Tranquility Partners, LLC | 18,146 | $950.5K | 0.45% | +1,529+9.2% | Added |
| Davis R M Inc | 18,355 | $961.0K | 0.02% | −232−1.2% | Reduced |
| Hilltop Holdings Inc. | 18,352 | $961.3K | 0.13% | +12,144+195.6% | Added |
| Cigna Investments Inc | 18,374 | $962.0K | 0.19% | −297−1.6% | Reduced |
| AXS Investments LLC | 18,460 | $966.9K | 0.32% | +283+1.6% | Added |
| Fund Management at Engine No. 1 LLC | 18,504 | $969.2K | 0.19% | +1,712+10.2% | Added |
| Park Avenue Securities LLC | 18,530 | $971.0K | 0.02% | −2,506−11.9% | Reduced |
| Profund Advisors LLC | 18,560 | $972.2K | 0.06% | +1,216+7.0% | Added |
| Wealthsource Partners, LLC | 18,562 | $972.3K | 0.07% | +1,399+8.2% | Added |
| Trust Asset Management LLC | 18,604 | $974.5K | 0.11% | +1,495+8.7% | Added |
| Ameritas Investment Partners, Inc. | 18,622 | $975.4K | 0.04% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 19,563 | $978.1K | 0.45% | +254+1.3% | Added |
| Mission Creek Capital Partners, Inc. | 18,718 | $980.5K | 0.33% | +936+5.3% | Added |
| Pettyjohn, Wood & White, Inc | 18,768 | $983.1K | 0.24% | +1,230+7.0% | Added |
| Richard Bernstein Advisors LLC | 18,785 | $984.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 18,786 | $984.0K | 0.13% | +12,056+179.1% | Added |
| W.H. Cornerstone Investments Inc. | 18,798 | $985.0K | 0.89% | +2,885+18.1% | Added |
| Consolidated Portfolio Review Corp | 18,964 | $993.3K | 0.27% | +18,964 | New |
| Secure Asset Management, LLC | 18,986 | $994.5K | 0.33% | +18,986 | New |
| Davidson Capital Management Inc. | 19,223 | $1.01M | 0.61% | +6,925+56.3% | Added |
| Cape Investment Advisory, Inc. | 19,235 | $1.01M | 0.61% | +19,235 | New |
| GM Advisory Group, Inc. | 19,261 | $1.01M | 0.09% | +19,261 | New |
| Veriti Management LLC | 19,280 | $1.01M | 0.12% | −2,870−13.0% | Reduced |
| Franklin Street Advisors Inc | 19,432 | $1.02M | 0.09% | +1,049+5.7% | Added |
| Cabot Wealth Management Inc | 19,445 | $1.02M | 0.16% | +19,445 | New |
| Walter & Keenan Financial Consulting Co | 19,491 | $1.02M | 0.39% | −4,861−20.0% | Reduced |
| Sumitomo Life Insurance Co | 19,517 | $1.02M | 0.09% | −9,671−33.1% | Reduced |
| Ossiam | 19,576 | $1.03M | 0.02% | −10,554−35.0% | Reduced |
| Wealth Alliance | 19,663 | $1.03M | 0.17% | −1,796−8.4% | Reduced |
| Synovus Financial Corp | 19,720 | $1.03M | 0.01% | −48,902−71.3% | Reduced |
| Essex Savings Bank | 19,723 | $1.03M | 0.36% | +721+3.8% | Added |
| MidWestOne Financial Group, Inc. | 19,735 | $1.03M | 0.23% | +19,735 | New |
| Beacon Financial Group | 20,123 | $1.04M | 0.15% | −909−4.3% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.05M | 0.02% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 20,245 | $1.05M | 0.17% | +17,145+553.1% | Added |
| Signature Wealth Management Group | 20,197 | $1.06M | 0.50% | +20,197 | New |
| Vident Investment Advisory, LLC | 20,199 | $1.06M | 0.03% | −31,595−61.0% | Reduced |
| Bridgefront Capital, LLC | 20,217 | $1.06M | 0.65% | +20,217 | New |