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 |
|---|---|---|---|---|---|
| Destination Wealth Management | 258,257 | $13.5M | 0.51% | +243,121+1,606.2% | Added |
| Karpas Strategies, LLC | 252,752 | $13.2M | 4.66% | +68,297+37.0% | Added |
| CIBC Asset Management Inc | 251,042 | $13.1M | 0.05% | −68,902−21.5% | Reduced |
| Cornerstone Capital, Inc. | 249,528 | $13.1M | 1.58% | +5,995+2.5% | Added |
| Vancity Investment Management Ltd | 247,503 | $13.0M | 1.82% | +52,780+27.1% | Added |
| Alyeska Investment Group, L.P. | 244,598 | $12.8M | 0.11% | +244,598 | New |
| PEAK6 Investments LLC | 244,055 | $12.8M | 0.81% | +201,863+478.4% | Added |
| Simplex Trading, LLC | 242,679 | $12.7M | 0.57% | +242,679 | New |
| D.A. Davidson & Co. | 242,519 | $12.7M | 0.14% | +48,867+25.2% | Added |
| Evergreen Capital Management LLC | 241,128 | $12.6M | 0.57% | +80,724+50.3% | Added |
| Quantbot Technologies LP | 241,027 | $12.6M | 0.89% | +241,027 | New |
| Philosophy Capital Management LLC | 240,000 | $12.6M | 2.63% | +240,000 | New |
| Evercore Wealth Management, LLC | 239,239 | $12.5M | 0.25% | −5,537−2.3% | Reduced |
| Twinbeech Capital LP | 239,139 | $12.5M | 0.25% | +239,139 | New |
| Public Employees Retirement Association of Colorado | 239,095 | $12.5M | 0.06% | −9,489−3.8% | Reduced |
| Nordea Investment Management AB | 243,021 | $12.4M | 0.02% | −143,007−37.0% | Reduced |
| Tower Bridge Advisors | 236,262 | $12.4M | 1.01% | +2,132+0.9% | Added |
| Gulf International Bank (UK) Ltd | 235,482 | $12.3M | 0.26% | −49,133−17.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 234,935 | $12.3M | 1.95% | +7,707+3.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 234,760 | $12.3M | 0.17% | −2,900−1.2% | Reduced |
| Main Street Research LLC | 234,346 | $12.3M | 2.42% | +192,404+458.7% | Added |
| Thompson Siegel & Walmsley LLC | 230,232 | $12.1M | 0.20% | +1,489+0.7% | Added |
| Cohen Capital Management, Inc. | 228,820 | $12.0M | 2.42% | −1,076−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 226,015 | $11.8M | 0.06% | +135,956+151.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 225,199 | $11.8M | 0.07% | −233,694−50.9% | Reduced |
| Park National Corp | 224,762 | $11.8M | 0.52% | +60,695+37.0% | Added |
| Rockefeller Capital Management L.P. | 222,178 | $11.6M | 0.05% | −403,898−64.5% | Reduced |
| Umb Bank N A | 218,883 | $11.5M | 0.18% | +1,114+0.5% | Added |
| Mutual of America Capital Management LLC | 218,228 | $11.4M | 0.14% | +366+0.2% | Added |
| Yousif Capital Management, LLC | 218,024 | $11.4M | 0.15% | −9,377−4.1% | Reduced |
| Wafra Inc. | 216,864 | $11.4M | 0.40% | −183,211−45.8% | Reduced |
| Empower Advisory Group, LLC | 219,152 | $11.3M | 0.05% | +219,152 | New |
| Kayne Anderson Rudnick Investment Management LLC | 215,597 | $11.3M | 0.03% | −137−0.1% | Reduced |
| Longbow Finance SA | 211,715 | $11.1M | 1.40% | +70,264+49.7% | Added |
| Cutler Investment Counsel LLC | 211,119 | $11.1M | 1.72% | +2,058+1.0% | Added |
| Swiss Life Asset Management Ltd | 210,583 | $11.0M | 0.17% | +56,966+37.1% | Added |
| State of Alaska, Department of Revenue | 210,122 | $11.0M | 0.13% | −3,390−1.6% | Reduced |
| Pacific Heights Asset Management LLC | 210,000 | $11.0M | 1.03% | +30,000+16.7% | Added |
| Lathrop Investment Management Corp | 209,779 | $11.0M | 2.33% | +2,024+1.0% | Added |
| Cornerstone Advisors, LLC | 205,000 | $10.7M | 0.50% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 204,480 | $10.7M | 2.97% | −10,310−4.8% | Reduced |
| Point72 Middle East FZE | 203,106 | $10.6M | 0.60% | +59,354+41.3% | Added |
| Engineers Gate Manager LP | 201,755 | $10.6M | 0.44% | +201,755 | New |
| Crossmark Global Holdings, Inc. | 200,854 | $10.5M | 0.25% | +2,907+1.5% | Added |
| CIBC World Markets Corp | 200,367 | $10.5M | 0.17% | −304,109−60.3% | Reduced |
| Mercer Global Advisors Inc | 200,099 | $10.5M | 0.05% | +8,885+4.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 199,789 | $10.5M | 0.28% | +44,421+28.6% | Added |
| Courant Investment Management LLC | 198,499 | $10.4M | 11.50% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 215,584 | $10.4M | 0.07% | +56,497+35.5% | Added |
| Shelton Capital Management | 197,629 | $10.4M | 0.43% | +121,629+160.0% | Added |
| Vantage Investment Partners, LLC | 192,641 | $10.1M | 1.38% | +192,641 | New |
| Panagora Asset Management Inc | 187,590 | $9.83M | 0.06% | −147,717−44.1% | Reduced |
| Live Oak Private Wealth LLC | 186,995 | $9.79M | 2.02% | +4,988+2.7% | Added |
| Harber Asset Management LLC | 185,800 | $9.73M | 2.63% | +185,800 | New |
| Exencial Wealth Advisors, LLC | 184,362 | $9.66M | 0.50% | −3,876−2.1% | Reduced |
| Capstone Investment Advisors, LLC | 182,899 | $9.58M | 0.30% | +132,217+260.9% | Added |
| Financial Counselors Inc | 182,900 | $9.58M | 0.21% | +9,031+5.2% | Added |
| Captrust Financial Advisors | 181,995 | $9.53M | 0.04% | −112,720−38.2% | Reduced |
| Goodman Financial Corp | 181,850 | $9.53M | 2.77% | +181,850 | New |
| Daymark Wealth Partners, LLC | 180,253 | $9.44M | 1.25% | +180,253 | New |
| Heron Bay Capital Management | 180,170 | $9.44M | 3.67% | +106,631+145.0% | Added |
| Czech National Bank | 179,690 | $9.41M | 0.23% | +1,141+0.6% | Added |
| Commerce Bank | 179,059 | $9.38M | 0.07% | +125,145+232.1% | Added |
| LFL Advisers, LLC | 178,164 | $9.33M | 4.19% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 177,847 | $9.32M | 2.64% | +34,630+24.2% | Added |
| LGT Group Foundation | 177,496 | $9.30M | 0.27% | +116,561+191.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 177,217 | $9.28M | 0.03% | −147,036−45.3% | Reduced |
| Daiwa Securities Group Inc. | 176,652 | $9.25M | 0.06% | −197,614−52.8% | Reduced |
| Boston Private Wealth LLC | 176,433 | $9.24M | 0.13% | −28,246−13.8% | Reduced |
| Cetera Advisor Networks LLC | 175,920 | $9.21M | 0.07% | +54,736+45.2% | Added |
| Winslow Asset Management Inc | 174,811 | $9.16M | 2.14% | −4,614−2.6% | Reduced |
| GenTrust, LLC | 174,000 | $9.11M | 0.66% | +174,000 | New |
| Jacobson & Schmitt Advisors, LLC | 173,272 | $9.08M | 2.61% | −4,787−2.7% | Reduced |
| Blume Capital Management, Inc. | 173,070 | $9.07M | 2.88% | +28,694+19.9% | Added |
| Georgetown University | 172,665 | $9.04M | 3.16% | +172,665 | New |
| B. Metzler seel. Sohn & Co. AG | 170,533 | $8.93M | 0.14% | −450,503−72.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 168,988 | $8.85M | 0.31% | −2,431−1.4% | Reduced |
| Intech Investment Management LLC | 166,725 | $8.73M | 0.07% | +19,477+13.2% | Added |
| Churchill Management Corp | 164,831 | $8.63M | 0.18% | −4,659−2.7% | Reduced |
| Parsec Financial Management, Inc. | 164,267 | $8.60M | 0.36% | +7,863+5.0% | Added |
| Nissay Asset Management Corp | 162,323 | $8.50M | 0.08% | −5,887−3.5% | Reduced |
| Financial Avengers, Inc. | 161,865 | $8.48M | 6.51% | +10,475+6.9% | Added |
| Van Eck Associates Corp | 161,115 | $8.44M | 0.02% | +27,115+20.2% | Added |
| Oppenheimer & Co Inc | 161,105 | $8.44M | 0.18% | +68,521+74.0% | Added |
| united american securities inc. (d/b/a uas asset management) | 160,227 | $8.39M | 2.86% | +130,227+434.1% | Added |
| Wolf Hill Capital Management, LP | 158,664 | $8.31M | 0.89% | +158,664 | New |
| Ci Investments Inc. | 157,072 | $8.23M | 0.04% | −11,144−6.6% | Reduced |
| Lakehouse Capital Pty Ltd | 156,467 | $8.20M | 7.25% | +52,965+51.2% | Added |
| 1623 Capital LLC | 154,400 | $8.09M | 5.20% | +42,769+38.3% | Added |
| HST Ventures, LLC | 153,920 | $8.06M | 4.11% | +21,400+16.1% | Added |
| Asset Advisors Investment Management, LLC | 153,788 | $8.06M | 1.05% | +1,400+0.9% | Added |
| AE Wealth Management LLC | 151,792 | $7.95M | 0.05% | +48,080+46.4% | Added |
| Jacobs & Co | 150,133 | $7.86M | 0.97% | +2,785+1.9% | Added |
| Mill Capital Management, LLC | 149,935 | $7.85M | 0.80% | +1,638+1.1% | Added |
| GAM Holding AG | 149,478 | $7.83M | 0.54% | −5,188−3.4% | Reduced |
| Ashburton (Jersey) Ltd | 149,458 | $7.83M | 3.69% | +149,458 | New |
| Alberta Investment Management Corp | 148,849 | $7.80M | 0.08% | −248,375−62.5% | Reduced |
| Van Cleef Asset Management,Inc | 147,053 | $7.70M | 1.20% | +201+0.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 146,374 | $7.67M | 0.50% | +12,546+9.4% | Added |
| Snowden Capital Advisors LLC | 142,728 | $7.48M | 0.29% | +64,196+81.7% | Added |