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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 13,647 | $714.8K | 0.11% | +13,647 | New |
| SeaCrest Wealth Management, LLC | 13,603 | $712.5K | 0.10% | +5,559+69.1% | Added |
| Allworth Financial LP | 13,600 | $712.4K | 0.01% | +2,114+18.4% | Added |
| Operose Advisors LLC | 13,597 | $712.2K | 0.35% | +1,106+8.9% | Added |
| Xcel Wealth Management, LLC | 13,485 | $706.3K | 0.25% | +13,485 | New |
| Doheny Asset Management | 13,471 | $706.0K | 0.63% | +5,076+60.5% | Added |
| Laffer Tengler Investments | 13,477 | $705.9K | 0.19% | +576+4.5% | Added |
| Coldstream Capital Management Inc | 13,369 | $700.2K | 0.02% | −4,238−24.1% | Reduced |
| BerganKDV Wealth Management, LLC | 13,034 | $682.7K | 0.07% | +554+4.4% | Added |
| Prime Capital Investment Advisors, LLC | 12,961 | $678.9K | 0.03% | +9,294+253.4% | Added |
| Howard Financial Services, Ltd. | 12,911 | $676.3K | 0.16% | +12,911 | New |
| Quadrant Capital Group LLC | 12,897 | $675.5K | 0.07% | −2,620−16.9% | Reduced |
| Summit Asset Management, LLC | 12,814 | $671.2K | 0.18% | +915+7.7% | Added |
| Diversified Trust Co | 12,812 | $671.1K | 0.03% | +549+4.5% | Added |
| Ballentine Partners, LLC | 12,806 | $670.8K | 0.02% | −3,146−19.7% | Reduced |
| Emerald Advisers, LLC | 12,805 | $670.7K | 0.03% | +12,805 | New |
| Stokes Family Office, LLC | 12,788 | $669.8K | 0.08% | −2,334−15.4% | Reduced |
| Boothbay Fund Management, LLC | 12,734 | $667.0K | 0.02% | +12,734 | New |
| Independent Advisor Alliance | 12,733 | $667.0K | 0.03% | +12,733 | New |
| Summit X, LLC | 12,703 | $666.0K | 0.17% | +6,353+100.0% | Added |
| Gemmer Asset Management LLC | 12,681 | $664.3K | 0.10% | +94+0.7% | Added |
| Menard Financial Group LLC | 12,671 | $663.7K | 1.53% | +12,671 | New |
| West Financial Advisors, LLC | 12,600 | $660.0K | 0.17% | 00.0% | Unchanged |
| Stonnington Group, LLC | 12,768 | $657.4K | 0.17% | −1,829−12.5% | Reduced |
| Oder Investment Management, LLC | 12,526 | $656.1K | 0.77% | +12,526 | New |
| Desjardins Global Asset Management Inc. | 12,521 | $656.0K | 0.08% | +7,282+139.0% | Added |
| Trustmark National Bank Trust Department | 12,497 | $654.6K | 0.06% | +8,050+181.0% | Added |
| Clearstead Advisors, LLC | 12,479 | $653.6K | 0.05% | +2,153+20.9% | Added |
| Cresset Asset Management, LLC | 12,477 | $653.6K | 0.01% | +372+3.1% | Added |
| Sonen Capital LLC | 12,449 | $652.1K | 1.11% | −9,390−43.0% | Reduced |
| Paradigm Asset Management Co LLC | 12,400 | $649.5K | 0.18% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12,399 | $649.5K | 0.25% | +4,961+66.7% | Added |
| Salem Investment Counselors Inc | 12,373 | $648.1K | 0.03% | +1,050+9.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,334 | $646.1K | 0.07% | +5,865+90.7% | Added |
| First Financial Corp | 12,283 | $643.4K | 0.40% | −447−3.5% | Reduced |
| Coastal Investment Advisors, Inc. | 12,201 | $639.1K | 0.16% | +1,597+15.1% | Added |
| Waldron Private Wealth LLC | 12,129 | $635.3K | 0.03% | +370+3.1% | Added |
| KLK Capital Management LLC | 12,097 | $633.6K | 0.81% | +12,097 | New |
| Financial Consulate, Inc | 12,086 | $633.1K | 0.22% | +185+1.6% | Added |
| Mutual Advisors, LLC | 12,070 | $632.2K | 0.03% | +3,787+45.7% | Added |
| Robertson Stephens Wealth Management, LLC | 12,024 | $629.8K | 0.05% | +5,778+92.5% | Added |
| Greenline Partners, LLC | 12,010 | $629.1K | 0.12% | 00.0% | Unchanged |
| MYDA Advisors LLC | 12,000 | $628.6K | 0.26% | −8,000−40.0% | Reduced |
| Hamel Associates, Inc. | 11,910 | $623.8K | 0.22% | 00.0% | Unchanged |
| Platform Technology Partners | 11,889 | $622.7K | 0.31% | −187−1.5% | Reduced |
| Moors & Cabot, Inc. | 11,865 | $621.5K | 0.04% | +5,990+102.0% | Added |
| HCR Wealth Advisors | 11,854 | $620.9K | 0.12% | +585+5.2% | Added |
| Qtron Investments LLC | 11,790 | $617.6K | 0.13% | +3,522+42.6% | Added |
| Dynamic Advisor Solutions LLC | 11,783 | $617.2K | 0.04% | +6,376+117.9% | Added |
| IMS Capital Management | 11,780 | $617.1K | 0.37% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,738 | $614.8K | 0.34% | −78−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 11,726 | $614.2K | 0.03% | +11,726 | New |
| Citizens National Bank Trust Department | 11,680 | $611.8K | 0.17% | +11,680 | New |
| Kestra Private Wealth Services, LLC | 11,639 | $609.6K | 0.02% | +2,419+26.2% | Added |
| Winton Group Ltd | 11,576 | $606.4K | 0.04% | −1,485−11.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,559 | $605.4K | 0.12% | +4,197+57.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 11,510 | $602.9K | 0.40% | −605−5.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,500 | $602.4K | 0.07% | +1,087+10.4% | Added |
| GFG Capital, LLC | 11,927 | $602.1K | 0.14% | +4,696+64.9% | Added |
| Northcape Wealth Management, LLC | 11,482 | $601.4K | 0.22% | +11,482 | New |
| Wealth Advisors, Inc. | 11,595 | $599.6K | 0.29% | +11,595 | New |
| HF Advisory Group, LLC | 11,435 | $599.0K | 0.53% | +2,259+24.6% | Added |
| Virtus ETF Advisers LLC | 11,418 | $598.1K | 0.33% | +434+4.0% | Added |
| Derbend Asset Management | 11,412 | $597.8K | 0.45% | +11,412 | New |
| First Capital Advisors Group, LLC. | 11,410 | $597.7K | 0.38% | +3,277+40.3% | Added |
| Laidlaw Wealth Management LLC | 11,402 | $597.2K | 0.12% | +11,402 | New |
| Canandaigua National Bank & Trust Co | 11,407 | $597.0K | 0.10% | +11,407 | New |
| Insigneo Advisory Services, LLC | 11,375 | $596.3K | 0.19% | +7,596+201.0% | Added |
| Lodestone Wealth Management LLC | 11,380 | $596.1K | 0.46% | +320+2.9% | Added |
| Segall Bryant & Hamill, LLC | 11,378 | $595.0K | 0.01% | −1,350−10.6% | Reduced |
| Sun Life Financial INC | 11,374 | $594.0K | 0.04% | +1,528+15.5% | Added |
| Osborne Partners Capital Management, LLC | 11,301 | $591.9K | 0.04% | −124−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 11,283 | $591.0K | 0.04% | −809−6.7% | Reduced |
| Steel Peak Wealth Management LLC | 11,279 | $590.8K | 0.04% | +6,168+120.7% | Added |
| Monte Financial Group, LLC | 11,268 | $590.2K | 0.31% | +237+2.1% | Added |
| Clean Yield Group | 11,180 | $585.6K | 0.25% | −150−1.3% | Reduced |
| FineMark National Bank & Trust | 11,171 | $585.1K | 0.02% | +421+3.9% | Added |
| Ambassador Advisors, LLC | 12,169 | $580.8K | 0.13% | −1,149−8.6% | Reduced |
| Independence Bank of Kentucky | 11,075 | $580.1K | 0.25% | +10,750+3,307.7% | Added |
| Violich Capital Management, Inc. | 11,080 | $580.0K | 0.10% | +1,900+20.7% | Added |
| MRP Capital Investments, LLC | 11,068 | $579.8K | 0.64% | +1,358+14.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 11,100 | $577.0K | 0.24% | +7,600+217.1% | Added |
| Cove Street Capital, LLC | 11,000 | $576.0K | 0.17% | +11,000 | New |
| X-Square Capital, LLC | 10,950 | $574.0K | 0.34% | +10,950 | New |
| Zullo Investment Group, Inc. | 10,931 | $572.6K | 0.36% | +3,081+39.2% | Added |
| Retirement Guys Formula LLC | 10,924 | $572.2K | 0.41% | +10,924 | New |
| Legacy Wealth Asset Management, LLC | 10,920 | $572.0K | 0.21% | −36−0.3% | Reduced |
| Perpetual Ltd | 10,891 | $570.5K | 0.00% | +10,891 | New |
| Leavell Investment Management, Inc. | 10,847 | $568.0K | 0.04% | +10,847 | New |
| 1832 Asset Management L.P. | 10,837 | $567.6K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,771 | $564.2K | 0.02% | +7,073+191.3% | Added |
| Sentry Investment Management LLC | 10,763 | $564.0K | 0.23% | +70+0.7% | Added |
| Intercontinental Wealth Advisors, LLC | 10,725 | $561.8K | 0.14% | +10,725 | New |
| Hardy Reed LLC | 10,680 | $559.4K | 0.10% | −147−1.4% | Reduced |
| Intact Investment Management Inc. | 10,600 | $555.2K | 0.02% | −3,200−23.2% | Reduced |
| Tranquilli Financial Advisor LLC | 10,594 | $554.9K | 0.41% | +3,447+48.2% | Added |
| InterOcean Capital Group, LLC | 10,543 | $552.2K | 0.02% | +3,300+45.6% | Added |
| Moseley Investment Management Inc | 10,540 | $552.1K | 0.36% | +60+0.6% | Added |
| Great Lakes Retirement, Inc. | 10,531 | $551.6K | 0.10% | +850+8.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,516 | $550.8K | 0.01% | +10,516 | New |