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 |
|---|---|---|---|---|---|
| Oxinas Partners Wealth Management LLC | 10,509 | $550.5K | 0.40% | +10,509 | New |
| Moneta Group Investment Advisors LLC | 10,462 | $548.0K | 0.01% | +4,561+77.3% | Added |
| Capital Advantage, Inc. | 10,958 | $547.9K | 0.12% | +345+3.3% | Added |
| Kiley Juergens Wealth Management, LLC | 10,439 | $546.8K | 0.20% | +40.0% | Added |
| Integrated Advisors Network LLC | 10,436 | $546.6K | 0.03% | −4,257−29.0% | Reduced |
| Pitti Group Wealth Management, LLC | 10,385 | $544.0K | 0.61% | +10,385 | New |
| Heartland Bank & Trust Co | 10,305 | $539.8K | 0.41% | −2,935−22.2% | Reduced |
| Regatta Capital Group, LLC | 6,470 | $538.7K | 0.19% | 00.0% | Unchanged |
| Ironwood Financial, llc | 10,221 | $535.4K | 0.15% | +1,110+12.2% | Added |
| Qsemble Capital Management, LP | 10,200 | $534.3K | 0.36% | +10,200 | New |
| Westmount Partners, LLC | 10,191 | $533.8K | 0.25% | +5,426+113.9% | Added |
| Logan Capital Management Inc | 10,097 | $528.9K | 0.03% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | – | $523.8K | 0.07% | – | New |
| Hennessy Advisors Inc | 10,000 | $523.8K | 0.04% | +10,000 | New |
| Long Focus Capital Management, LLC | 10,000 | $523.8K | 0.08% | +10,000 | New |
| Plustick Management LLC | 10,000 | $523.8K | 0.46% | +10,000 | New |
| Jupiter Wealth Management LLC | 10,000 | $523.8K | 0.48% | +10,000 | New |
| Compton Wealth Advisory Group, LLC | 9,983 | $522.9K | 0.18% | +9,983 | New |
| Symmetry Partners, LLC | 9,966 | $522.0K | 0.03% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 9,961 | $521.8K | 0.34% | +9,961 | New |
| Sage Rhino Capital LLC | 9,895 | $518.3K | 0.15% | −747−7.0% | Reduced |
| Drive Wealth Management, LLC | 9,858 | $516.3K | 0.22% | +9,858 | New |
| Horizon Investments, LLC | 9,838 | $512.6K | 0.02% | −6,207−38.7% | Reduced |
| Great Valley Advisor Group, Inc. | 9,774 | $512.0K | 0.02% | +9,774 | New |
| TD Private Client Wealth LLC | 9,578 | $501.7K | 0.02% | −63,558−86.9% | Reduced |
| Lyell Wealth Management, LP | 9,436 | $494.3K | 0.07% | +10.0% | Added |
| Valmark Advisers, Inc. | 9,408 | $492.8K | 0.01% | +9,408 | New |
| Shira Ridge Wealth Management | 9,389 | $491.8K | 0.32% | 00.0% | Unchanged |
| Castleark Management LLC | 9,360 | $490.3K | 0.02% | −297,185−96.9% | Reduced |
| Skylands Capital, LLC | 9,350 | $489.8K | 0.07% | +9,350 | New |
| Private Ocean, LLC | 9,330 | $488.7K | 0.06% | −4,923−34.5% | Reduced |
| Radnor Capital Management, LLC | 9,285 | $486.0K | 0.13% | +2,665+40.3% | Added |
| HWG Holdings LP | 9,229 | $483.4K | 0.28% | −520−5.3% | Reduced |
| David Loasby | 9,795 | $483.4K | 0.06% | +5,788+144.4% | Added |
| Mitchell Sinkler & Starr | 9,201 | $481.9K | 0.14% | +6,387+227.0% | Added |
| Omega Financial Group, LLC | 9,175 | $480.6K | 0.22% | +32+0.3% | Added |
| ING Groep NV | 9,163 | $480.0K | 0.00% | −71,677−88.7% | Reduced |
| Cozad Asset Management Inc | 9,134 | $478.5K | 0.06% | −120−1.3% | Reduced |
| Kearns & Associates LLC | 9,000 | $471.4K | 0.47% | 00.0% | Unchanged |
| Avondale Wealth Management | 9,000 | $471.4K | 0.41% | +9,000 | New |
| Csenge Advisory Group | 8,931 | $467.8K | 0.03% | −6,270−41.2% | Reduced |
| Latitude Advisors, LLC | 8,928 | $467.6K | 0.34% | +2,559+40.2% | Added |
| Pitcairn Co | 8,924 | $467.4K | 0.04% | −900−9.2% | Reduced |
| Los Angeles Capital Management LLC | 8,892 | $465.8K | 0.00% | −175−1.9% | Reduced |
| Point72 Asset Management, L.P. | 8,888 | $465.6K | 0.00% | +8,888 | New |
| Lindbrook Capital, LLC | 8,865 | $464.3K | 0.05% | +4,985+128.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 8,864 | $464.3K | 0.17% | +8,864 | New |
| Caliber Wealth Management, LLC | 8,859 | $464.0K | 0.35% | −11,106−55.6% | Reduced |
| Peterson Wealth Management | 8,845 | $463.3K | 0.44% | +8,845 | New |
| Lombard Odier Asset Management (Switzerland) SA | 8,841 | $463.1K | 0.04% | −249,924−96.6% | Reduced |
| Sowell Financial Services LLC | 8,831 | $463.0K | 0.04% | −9,845−52.7% | Reduced |
| Navalign, LLC | 8,794 | $460.7K | 0.19% | +538+6.5% | Added |
| V-Square Quantitative Management LLC | 8,764 | $459.1K | 0.42% | +8,764 | New |
| Industrial Alliance Investment Management Inc. | 8,756 | $459.0K | 0.01% | −14,697−62.7% | Reduced |
| Financial Advisory Service, Inc. | 8,758 | $458.7K | 0.05% | +8,758 | New |
| Twin Capital Management Inc | 8,747 | $458.2K | 0.06% | −28,571−76.6% | Reduced |
| Boston Financial Mangement LLC | 8,723 | $456.9K | 0.02% | −216−2.4% | Reduced |
| Integrated Investment Consultants, LLC | 8,678 | $454.6K | 0.14% | +2,458+39.5% | Added |
| Western Wealth Management, LLC | 8,647 | $452.9K | 0.04% | −2,662−23.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,631 | $452.1K | 0.23% | +583+7.2% | Added |
| Apriem Advisors | 8,622 | $451.6K | 0.07% | −629−6.8% | Reduced |
| ETF Managers Group, LLC | 8,615 | $451.3K | 0.01% | +128+1.5% | Added |
| Concentric Wealth Management, LLC | 8,546 | $447.7K | 0.15% | −35−0.4% | Reduced |
| Catalyst Financial Partners LLC | 8,496 | $445.0K | 0.19% | +1,893+28.7% | Added |
| Angeles Investment Advisors, LLC | 8,489 | $444.7K | 0.04% | +2,318+37.6% | Added |
| Arkadios Wealth Advisors | 8,353 | $437.5K | 0.05% | +727+9.5% | Added |
| Pittenger & Anderson Inc | 8,276 | $433.5K | 0.02% | +6,010+265.2% | Added |
| Cooper Financial Group | 8,264 | $432.9K | 0.12% | +8,264 | New |
| DAGCO, Inc. | 8,175 | $428.2K | 0.23% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 8,128 | $425.7K | 0.06% | +6,373+363.1% | Added |
| FLC Capital Advisors | 8,121 | $425.4K | 0.13% | +1,500+22.7% | Added |
| Compass Advisory Group LLC | 8,102 | $424.4K | 0.25% | +102+1.3% | Added |
| Greatmark Investment Partners, Inc. | 8,077 | $423.1K | 0.08% | −2,600−24.4% | Reduced |
| Keystone Financial Services | 8,072 | $422.8K | 0.23% | +409+5.3% | Added |
| Jackson Hole Capital Partners, LLC | 8,058 | $422.1K | 0.11% | +4,894+154.7% | Added |
| Abbrea Capital, LLC | 8,061 | $422.0K | 0.07% | +2,345+41.0% | Added |
| Manhattan West Asset Management, LLC | 8,052 | $421.8K | 0.18% | +8,052 | New |
| IHT Wealth Management, LLC | 8,034 | $420.8K | 0.02% | +4,428+122.8% | Added |
| Nilsine Partners, LLC | 8,033 | $420.8K | 0.07% | +8,033 | New |
| Lountzis Asset Management, LLC | 8,019 | $420.0K | 0.25% | +8,019 | New |
| Boltwood Capital Management | 7,982 | $418.1K | 0.16% | +7,982 | New |
| MBM Wealth Consultants, LLC | 6,795 | $417.0K | 0.18% | 00.0% | Unchanged |
| Tobam | 7,939 | $416.0K | 0.03% | +3,580+82.1% | Added |
| Garde Capital, Inc. | 7,928 | $415.0K | 0.05% | +1,721+27.7% | Added |
| RSM US Wealth Management LLC | 7,921 | $414.9K | 0.01% | +2,562+47.8% | Added |
| Boston Trust Walden Corp | 7,909 | $414.3K | 0.00% | +2,295+40.9% | Added |
| Harbour Investments, Inc. | 7,904 | $414.0K | 0.02% | +1,109+16.3% | Added |
| Beach Investment Counsel Inc | 7,840 | $411.0K | 0.05% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 7,831 | $410.2K | 0.10% | −43−0.5% | Reduced |
| Albion Financial Group | 7,810 | $409.1K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 7,773 | $407.1K | 0.82% | +7,773 | New |
| RFG Advisory, LLC | 7,770 | $407.0K | 0.02% | +2,563+49.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,773 | $407.0K | 0.02% | +2,226+40.1% | Added |
| Nomura Holdings Inc | 7,757 | $406.3K | 0.00% | +7,468+2,584.1% | Added |
| Avantax Planning Partners, Inc. | 7,724 | $404.6K | 0.02% | +2,697+53.7% | Added |
| Old Port Advisors | 7,744 | $400.4K | 0.14% | +5,144+197.8% | Added |
| Berkshire Asset Management LLC | 7,622 | $399.2K | 0.02% | +7,622 | New |
| Bahl & Gaynor Inc | 7,614 | $398.8K | 0.00% | −344−4.3% | Reduced |
| Proffitt & Goodson Inc | 7,611 | $398.7K | 0.08% | +7,611 | New |
| Savant Capital, LLC | 7,589 | $397.5K | 0.01% | +1,930+34.1% | Added |