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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 20,314 | $1.06M | 0.04% | +4,958+32.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,328 | $1.06M | 0.07% | +2,111+11.6% | Added |
| Occidental Asset Management, LLC | 20,365 | $1.07M | 0.27% | +17,790+690.9% | Added |
| Financial Partners Group, LLC | 20,586 | $1.08M | 0.56% | −370−1.8% | Reduced |
| Leisure Capital Management | 20,614 | $1.08M | 0.62% | +34+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 20,657 | $1.08M | 0.93% | −18,167−46.8% | Reduced |
| SYSTM Wealth Solutions LLC | 20,705 | $1.08M | 0.17% | −12,000−36.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 20,720 | $1.09M | 0.05% | +50+0.2% | Added |
| Continuum Advisory, LLC | 20,726 | $1.09M | 0.18% | +3,235+18.5% | Added |
| Forefront Wealth Management Inc. | 20,760 | $1.09M | 1.42% | +20,760 | New |
| DoubleLine ETF Adviser LP | 20,857 | $1.09M | 0.47% | −638−3.0% | Reduced |
| Private Asset Management Inc | 20,881 | $1.09M | 0.18% | −2,436−10.4% | Reduced |
| Balboa Wealth Partners | 20,914 | $1.10M | 0.41% | +20,914 | New |
| Crescent Grove Advisors, LLC | 20,994 | $1.10M | 0.13% | +536+2.6% | Added |
| Professional Financial Advisors, LLC | 13,049 | $1.10M | 0.65% | −654−4.8% | Reduced |
| Thomasville National Bank | 21,166 | $1.11M | 0.11% | −90−0.4% | Reduced |
| HM Payson & Co | 21,196 | $1.11M | 0.03% | −830−3.8% | Reduced |
| Meeder Advisory Services, Inc. | 21,200 | $1.11M | 0.13% | −1,515−6.7% | Reduced |
| Leonteq Securities AG | 21,263 | $1.11M | 0.10% | +19,849+1,403.7% | Added |
| South Dakota Investment Council | 21,275 | $1.11M | 0.02% | +8,200+62.7% | Added |
| Koshinski Asset Management, Inc. | 21,275 | $1.11M | 0.11% | +13,582+176.6% | Added |
| Archford Capital Strategies, LLC | 22,804 | $1.11M | 0.23% | +1,365+6.4% | Added |
| Tiaa, FSB | 21,354 | $1.12M | 0.00% | −122,526−85.2% | Reduced |
| Ostrum Asset Management | 21,400 | $1.12M | 0.10% | +21,400 | New |
| Linker Capital Management Inc. | 21,477 | $1.13M | 1.23% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 21,500 | $1.13M | 0.45% | −200−0.9% | Reduced |
| Seven Eight Capital, LP | 21,534 | $1.13M | 0.23% | +21,534 | New |
| Prospera Financial Services Inc | 21,605 | $1.13M | 0.05% | +16,413+316.1% | Added |
| Bensler, LLC | 21,635 | $1.13M | 0.23% | +1,920+9.7% | Added |
| Harbour Capital Advisors, LLC | 21,772 | $1.14M | 0.34% | −123−0.6% | Reduced |
| Carmel Capital Partners, LLC | 21,833 | $1.14M | 0.68% | +7,325+50.5% | Added |
| Letko, Brosseau & Associates Inc | 21,846 | $1.14M | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 22,010 | $1.15M | 0.19% | +22,010 | New |
| Cannell Peter B & Co Inc | 22,056 | $1.16M | 0.04% | +12,710+136.0% | Added |
| Nicholas Hoffman & Company, LLC. | 22,110 | $1.16M | 0.10% | +4,661+26.7% | Added |
| Fox Run Management, L.L.C. | 22,189 | $1.16M | 0.38% | +22,189 | New |
| Donald L. Hagan, LLC | 22,273 | $1.17M | 0.64% | +22,273 | New |
| Brookstone Capital Management | 22,205 | $1.17M | 0.02% | −30,412−57.8% | Reduced |
| Empowered Funds, LLC | 22,488 | $1.18M | 0.07% | +1,712+8.2% | Added |
| JS Capital Management LLC | 22,600 | $1.18M | 0.21% | +22,600 | New |
| IMC-Chicago, LLC | 22,631 | $1.19M | 0.20% | +22,631 | New |
| Harbor Capital Advisors, Inc. | 22,887 | $1.20M | 0.35% | +22,887 | New |
| Wilson & Boucher Capital Management, LLC | 22,900 | $1.20M | 1.15% | −822−3.5% | Reduced |
| Wedbush Securities Inc | 22,922 | $1.20M | 0.06% | +8,037+54.0% | Added |
| Bank of Hawaii | 22,945 | $1.20M | 0.07% | +3,011+15.1% | Added |
| Change Path, LLC | 22,964 | $1.20M | 0.06% | +6,349+38.2% | Added |
| Anchor Investment Management, LLC | 22,989 | $1.20M | 0.16% | +6,758+41.6% | Added |
| Aspen Investment Management Inc | 23,073 | $1.21M | 0.77% | +13,065+130.5% | Added |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $1.21M | 0.41% | +8,110+53.8% | Added |
| Echo Street Capital Management LLC | 23,212 | $1.22M | 0.01% | −2,203,344−99.0% | Reduced |
| Silvercrest Asset Management Group LLC | 23,333 | $1.22M | 0.01% | +19,509+510.2% | Added |
| Everence Capital Management Inc | 23,590 | $1.24M | 0.10% | −13,000−35.5% | Reduced |
| Brookfield Asset Management Inc. | 23,884 | $1.25M | 0.00% | −191,093−88.9% | Reduced |
| Chesley Taft & Associates LLC | 23,913 | $1.25M | 0.08% | −93−0.4% | Reduced |
| Bleakley Financial Group, LLC | 24,007 | $1.26M | 0.04% | −3,961−14.2% | Reduced |
| Sawtooth Solutions, LLC | 24,105 | $1.26M | 0.03% | +10,501+77.2% | Added |
| Garrison Bradford & Associates Inc | 24,160 | $1.27M | 1.57% | +7,611+46.0% | Added |
| Cornercap Investment Counsel Inc | 24,241 | $1.27M | 0.22% | +24,241 | New |
| Rossmore Private Capital | 24,400 | $1.28M | 0.20% | +845+3.6% | Added |
| Udine Wealth Management, Inc. | 24,419 | $1.28M | 1.97% | +24,419 | New |
| 1st Source Bank | 24,468 | $1.28M | 0.09% | +177+0.7% | Added |
| Diversified Investment Strategies, LLC | 24,512 | $1.28M | 0.91% | +4,975+25.5% | Added |
| Whittier Trust Co of Nevada Inc | 24,720 | $1.29M | 0.05% | −259−1.0% | Reduced |
| O'Brien Greene & Co. Inc | 24,895 | $1.30M | 0.49% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 25,000 | $1.31M | 0.20% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 25,000 | $1.31M | 0.27% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 25,012 | $1.31M | 0.02% | −26,873−51.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,128 | $1.32M | 0.22% | +16,580+194.0% | Added |
| Summit Trail Advisors, LLC | 25,172 | $1.32M | 0.05% | +1,672+7.1% | Added |
| Epoch Investment Partners, Inc. | 25,292 | $1.32M | 0.01% | +4,889+24.0% | Added |
| Wedmont Private Capital | 25,661 | $1.33M | 0.18% | +17,681+221.6% | Added |
| Chicago Partners Investment Group LLC | 25,007 | $1.33M | 0.08% | +7,073+39.4% | Added |
| Cornerstone Advisory, LLC | 25,446 | $1.33M | 0.24% | +25,446 | New |
| Advisor Resource Council | 25,872 | $1.34M | 0.34% | +25,872 | New |
| Kinneret Advisory, LLC | 25,629 | $1.34M | 0.17% | −1,377−5.1% | Reduced |
| M&G Investment Management Ltd | 25,825 | $1.34M | 0.01% | −320,075−92.5% | Reduced |
| World Equity Group, Inc. | 27,626 | $1.35M | 0.23% | +12,108+78.0% | Added |
| Difesa Capital Management, LP | 25,700 | $1.35M | 1.27% | −150−0.6% | Reduced |
| Brown Brothers Harriman & Co | 25,737 | $1.35M | 0.01% | −1,121−4.2% | Reduced |
| Associated Banc-Corp | 25,829 | $1.35M | 0.05% | −693−2.6% | Reduced |
| Buckhead Capital Management LLC | 25,831 | $1.35M | 0.32% | +25,831 | New |
| Raymond James Trust N.A. | 25,851 | $1.35M | 0.04% | −2,977−10.3% | Reduced |
| Achmea Investment Management B.V. | 25,895 | $1.36M | 0.04% | −26,059−50.2% | Reduced |
| Palisade Asset Management, LLC | 25,925 | $1.36M | 0.17% | +125+0.5% | Added |
| Aspiriant, LLC | 26,001 | $1.36M | 0.07% | +115+0.4% | Added |
| Chemistry Wealth Management LLC | 26,037 | $1.36M | 0.47% | +2,695+11.5% | Added |
| Southeast Asset Advisors Inc. | 26,042 | $1.36M | 0.20% | +26,042 | New |
| Ascent Group, LLC | 26,125 | $1.37M | 0.15% | +13,088+100.4% | Added |
| Altfest L J & Co Inc | 26,169 | $1.37M | 0.21% | +18,715+251.1% | Added |
| Glenview Trust Co | 26,302 | $1.38M | 0.04% | +15,071+134.2% | Added |
| Quantinno Capital Management LP | 26,347 | $1.38M | 0.09% | −13,543−34.0% | Reduced |
| AllGen Financial Advisors, Inc. | 26,530 | $1.39M | 0.97% | +6,239+30.7% | Added |
| Acadian Asset Management LLC | 26,673 | $1.40M | 0.01% | +2,701+11.3% | Added |
| Cascade Investment Advisors, Inc. | 26,865 | $1.41M | 1.11% | +7,715+40.3% | Added |
| CWA Asset Management Group, LLC | 26,900 | $1.41M | 0.10% | +328+1.2% | Added |
| Martin Capital Advisors, LLP | 26,984 | $1.41M | 1.46% | −900−3.2% | Reduced |
| Caption Management, LLC | 27,000 | $1.41M | 0.30% | +27,000 | New |
| Frisch Financial Group, Inc. | 27,007 | $1.42M | 0.55% | +387+1.5% | Added |
| Means Investment Co., Inc. | 27,131 | $1.42M | 0.25% | +27,131 | New |
| Colonial Trust Co | 27,191 | $1.42M | 0.36% | +832+3.2% | Added |