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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 18,768 | $983.1K | 0.24% | +1,230+7.0% | Added |
| Mission Creek Capital Partners, Inc. | 18,718 | $980.5K | 0.33% | +936+5.3% | Added |
| Roberts Wealth Advisors, LLC | 19,563 | $978.1K | 0.45% | +254+1.3% | Added |
| Ameritas Investment Partners, Inc. | 18,622 | $975.4K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 18,604 | $974.5K | 0.11% | +1,495+8.7% | Added |
| Wealthsource Partners, LLC | 18,562 | $972.3K | 0.07% | +1,399+8.2% | Added |
| Profund Advisors LLC | 18,560 | $972.2K | 0.06% | +1,216+7.0% | Added |
| Park Avenue Securities LLC | 18,530 | $971.0K | 0.02% | −2,506−11.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 18,504 | $969.2K | 0.19% | +1,712+10.2% | Added |
| AXS Investments LLC | 18,460 | $966.9K | 0.32% | +283+1.6% | Added |
| Cigna Investments Inc | 18,374 | $962.0K | 0.19% | −297−1.6% | Reduced |
| Hilltop Holdings Inc. | 18,352 | $961.3K | 0.13% | +12,144+195.6% | Added |
| Davis R M Inc | 18,355 | $961.0K | 0.02% | −232−1.2% | Reduced |
| Tranquility Partners, LLC | 18,146 | $950.5K | 0.45% | +1,529+9.2% | Added |
| BIP Wealth, LLC | 18,075 | $946.8K | 0.10% | +18,075 | New |
| Hedges Asset Management LLC | 18,000 | $942.8K | 0.80% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 11,318 | $942.0K | 0.02% | −3,872−25.5% | Reduced |
| WT Wealth Management | 17,932 | $939.3K | 0.41% | +17,932 | New |
| Credit Agricole S A | 17,774 | $931.0K | 0.04% | −12,368−41.0% | Reduced |
| Aj Wealth Strategies, LLC | 17,725 | $928.5K | 0.05% | −725−3.9% | Reduced |
| Signaturefd, LLC | 17,661 | $925.1K | 0.03% | −5,040−22.2% | Reduced |
| RiverPark Advisors, LLC | 17,597 | $921.7K | 0.62% | −1,084−5.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 17,325 | $907.5K | 0.63% | −195−1.1% | Reduced |
| Aptus Capital Advisors, LLC | 17,286 | $905.4K | 0.03% | −114,418−86.9% | Reduced |
| Comerica Securities,inc. | 17,278 | $905.0K | 0.07% | +14,362+492.5% | Added |
| Fairfield Financial Advisors, LTD | 17,162 | $900.5K | 0.39% | +292+1.7% | Added |
| Avalon Trust Co | 17,180 | $899.9K | 0.09% | +17,180 | New |
| Golden State Equity Partners | 17,164 | $899.0K | 0.49% | +17,164 | New |
| Global Retirement Partners, LLC | 18,652 | $895.8K | 0.05% | +1,112+6.3% | Added |
| Kelly Lawrence W & Associates Inc | 17,068 | $894.0K | 0.24% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 17,050 | $893.1K | 0.12% | +95+0.6% | Added |
| Founders Financial Securities LLC | 16,948 | $887.7K | 0.13% | +987+6.2% | Added |
| Gladstone Institutional Advisory LLC | 16,907 | $885.6K | 0.06% | +13,388+380.4% | Added |
| Regions Financial Corp | 16,907 | $885.0K | 0.01% | −4,234−20.0% | Reduced |
| McCarthy Asset Management, Inc. | 16,886 | $884.5K | 0.60% | 00.0% | Unchanged |
| JT Stratford LLC | 16,863 | $883.3K | 0.25% | −13,848−45.1% | Reduced |
| Krilogy Financial LLC | 16,823 | $881.2K | 0.07% | +1,800+12.0% | Added |
| Wealthcare Advisory Partners LLC | 16,633 | $871.3K | 0.04% | +10,824+186.3% | Added |
| Tealwood Asset Management Inc | 16,612 | $870.0K | 0.44% | −266−1.6% | Reduced |
| Boston Common Asset Management, LLC | 16,585 | $869.0K | 0.02% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 16,580 | $868.5K | 0.01% | +500+3.1% | Added |
| Pallas Capital Advisors LLC | 16,320 | $866.9K | 0.08% | +16,320 | New |
| Montecito Bank & Trust | 16,532 | $865.9K | 0.21% | −3,647−18.1% | Reduced |
| Boyd Watterson Asset Management LLC | 16,498 | $864.1K | 0.35% | +2,636+19.0% | Added |
| Providence Wealth Advisors, LLC | 15,578 | $863.5K | 0.64% | +140+0.9% | Added |
| Riverwater Partners LLC | 16,464 | $862.4K | 0.79% | +6,209+60.5% | Added |
| Cetera Advisors LLC | 16,402 | $859.1K | 0.01% | +3,002+22.4% | Added |
| Clarius Group, LLC | 16,379 | $857.9K | 0.07% | +738+4.7% | Added |
| WealthPLAN Partners, LLC | 16,243 | $850.8K | 0.10% | +16,243 | New |
| Hall Capital Management Co Inc | 16,227 | $850.0K | 0.50% | +705+4.5% | Added |
| Baker Avenue Asset Management, LP | 16,118 | $844.3K | 0.05% | −173,590−91.5% | Reduced |
| Integrated Wealth Concepts LLC | 16,106 | $844.0K | 0.02% | +9,155+131.7% | Added |
| Tandem Capital Management Corp | 16,097 | $843.2K | 0.59% | +16,097 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 16,063 | $841.4K | 0.11% | −3,673−18.6% | Reduced |
| KB Financial Partners, LLC | 15,962 | $836.0K | 0.25% | −266−1.6% | Reduced |
| Rothschild Investment Corp | 15,800 | $828.0K | 0.07% | +15,800 | New |
| Caldwell Trust Co | 15,798 | $827.5K | 0.11% | −342−2.1% | Reduced |
| Eagle Asset Management Inc | 15,714 | $823.0K | 0.00% | +2,618+20.0% | Added |
| TLWM | 15,570 | $815.6K | 0.26% | +15,570 | New |
| Burns Matteson Capital Management, LLC | 15,554 | $814.7K | 0.52% | +2,612+20.2% | Added |
| Fruth Investment Management | 15,529 | $813.0K | 0.23% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15,405 | $806.9K | 0.11% | −99−0.6% | Reduced |
| HB Wealth Management, LLC | 15,351 | $804.1K | 0.01% | +2,635+20.7% | Added |
| Elmwood Wealth Management, Inc. | 15,339 | $803.5K | 0.38% | +2,627+20.7% | Added |
| IFP Advisors, Inc | 21,347 | $801.2K | 0.04% | +9,053+73.6% | Added |
| Alpha DNA Investment Management LLC | 15,261 | $799.4K | 0.41% | −11,176−42.3% | Reduced |
| Lincoln National Corp | 15,224 | $797.4K | 0.02% | +9,197+152.6% | Added |
| Precision Wealth Strategies, LLC | 15,214 | $796.9K | 1.25% | +15,214 | New |
| Brown Capital Management LLC | 15,116 | $791.8K | 0.01% | +899+6.3% | Added |
| Kinsale Capital Group, Inc. | 15,099 | $790.9K | 0.58% | +10,099+202.0% | Added |
| InTrack Investment Management Inc | 15,812 | $790.6K | 0.72% | +15,812 | New |
| Zimmermann Investment Management & Planning LLC | 15,048 | $788.2K | 0.41% | +5,041+50.4% | Added |
| Shay Capital LLC | 15,000 | $785.7K | 0.33% | +15,000 | New |
| Little House Capital LLC | 14,944 | $782.8K | 0.37% | +11,644+352.8% | Added |
| Strategic Blueprint, LLC | 14,868 | $778.8K | 0.08% | +621+4.4% | Added |
| Neumann Capital Management, LLC | 14,835 | $777.1K | 0.34% | −184−1.2% | Reduced |
| Quantitative Investment Management, LLC | 14,788 | $774.0K | 0.16% | +14,788 | New |
| Uncommon Cents Investing LLC | 14,697 | $769.8K | 0.28% | +100+0.7% | Added |
| Mogy Joel R Investment Counsel Inc | 14,674 | $768.6K | 0.07% | −1,347−8.4% | Reduced |
| Royce & Associates LP | 14,671 | $768.5K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,668 | $768.3K | 0.01% | +4,618+46.0% | Added |
| Sigma Planning Corp | 14,628 | $766.2K | 0.03% | +7,476+104.5% | Added |
| Smith, Moore & Co. | 14,573 | $763.3K | 0.10% | +2,535+21.1% | Added |
| FinTrust Capital Advisors, LLC | 9,908 | $763.2K | 0.19% | +2,000+25.3% | Added |
| Tiedemann Advisors, LLC | 14,467 | $757.8K | 0.03% | +9,753+206.9% | Added |
| SG Americas Securities, LLC | 14,431 | $756.0K | 0.01% | −4,185−22.5% | Reduced |
| Stratos Wealth Advisors, LLC | 14,429 | $755.8K | 0.06% | −338−2.3% | Reduced |
| Oak Thistle LLC | 14,422 | $755.4K | 0.45% | +14,422 | New |
| Copperleaf Capital, LLC | 14,305 | $749.3K | 0.74% | +475+3.4% | Added |
| Edmond de Rothschild Holding S.A. | 14,259 | $746.9K | 0.02% | −6,186−30.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,226 | $745.2K | 0.01% | +296+2.1% | Added |
| Redhawk Wealth Advisors, Inc. | 14,207 | $744.1K | 0.25% | +9,397+195.4% | Added |
| Crumly & Associates Inc. | 14,121 | $739.7K | 0.32% | +3,500+33.0% | Added |
| AM Squared Ltd | 14,100 | $738.6K | 0.57% | +14,100 | New |
| Spire Wealth Management | 14,090 | $738.0K | 0.03% | +5,650+66.9% | Added |
| Forum Financial Management, LP | 13,983 | $732.4K | 0.02% | +906+6.9% | Added |
| Landscape Capital Management, L.L.C. | 13,892 | $727.7K | 0.10% | +13,892 | New |
| Checchi Capital Advisers, LLC | 13,869 | $726.5K | 0.07% | −24−0.2% | Reduced |
| Citizens & Northern Corp | 13,799 | $722.8K | 0.28% | +13,799 | New |
| Intrust Bank NA | 13,735 | $719.4K | 0.09% | +4,788+53.5% | Added |