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 28 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 |
|---|---|---|---|---|---|
| M&G Investment Management Ltd | 25,825 | $1.34M | 0.01% | −320,075−92.5% | Reduced |
| Kinneret Advisory, LLC | 25,629 | $1.34M | 0.17% | −1,377−5.1% | Reduced |
| Advisor Resource Council | 25,872 | $1.34M | 0.34% | +25,872 | New |
| Cornerstone Advisory, LLC | 25,446 | $1.33M | 0.24% | +25,446 | New |
| Chicago Partners Investment Group LLC | 25,007 | $1.33M | 0.08% | +7,073+39.4% | Added |
| Wedmont Private Capital | 25,661 | $1.33M | 0.18% | +17,681+221.6% | Added |
| Epoch Investment Partners, Inc. | 25,292 | $1.32M | 0.01% | +4,889+24.0% | Added |
| Summit Trail Advisors, LLC | 25,172 | $1.32M | 0.05% | +1,672+7.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 25,128 | $1.32M | 0.22% | +16,580+194.0% | Added |
| O'Shaughnessy Asset Management, LLC | 25,012 | $1.31M | 0.02% | −26,873−51.8% | Reduced |
| 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'Brien Greene & Co. Inc | 24,895 | $1.30M | 0.49% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 24,720 | $1.29M | 0.05% | −259−1.0% | Reduced |
| Diversified Investment Strategies, LLC | 24,512 | $1.28M | 0.91% | +4,975+25.5% | Added |
| 1st Source Bank | 24,468 | $1.28M | 0.09% | +177+0.7% | Added |
| Udine Wealth Management, Inc. | 24,419 | $1.28M | 1.97% | +24,419 | New |
| Rossmore Private Capital | 24,400 | $1.28M | 0.20% | +845+3.6% | Added |
| Cornercap Investment Counsel Inc | 24,241 | $1.27M | 0.22% | +24,241 | New |
| Garrison Bradford & Associates Inc | 24,160 | $1.27M | 1.57% | +7,611+46.0% | Added |
| Sawtooth Solutions, LLC | 24,105 | $1.26M | 0.03% | +10,501+77.2% | Added |
| Bleakley Financial Group, LLC | 24,007 | $1.26M | 0.04% | −3,961−14.2% | Reduced |
| Chesley Taft & Associates LLC | 23,913 | $1.25M | 0.08% | −93−0.4% | Reduced |
| Brookfield Asset Management Inc. | 23,884 | $1.25M | 0.00% | −191,093−88.9% | Reduced |
| Everence Capital Management Inc | 23,590 | $1.24M | 0.10% | −13,000−35.5% | Reduced |
| Silvercrest Asset Management Group LLC | 23,333 | $1.22M | 0.01% | +19,509+510.2% | Added |
| Echo Street Capital Management LLC | 23,212 | $1.22M | 0.01% | −2,203,344−99.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $1.21M | 0.41% | +8,110+53.8% | Added |
| Aspen Investment Management Inc | 23,073 | $1.21M | 0.77% | +13,065+130.5% | Added |
| Anchor Investment Management, LLC | 22,989 | $1.20M | 0.16% | +6,758+41.6% | Added |
| Change Path, LLC | 22,964 | $1.20M | 0.06% | +6,349+38.2% | Added |
| Bank of Hawaii | 22,945 | $1.20M | 0.07% | +3,011+15.1% | Added |
| Wedbush Securities Inc | 22,922 | $1.20M | 0.06% | +8,037+54.0% | Added |
| Wilson & Boucher Capital Management, LLC | 22,900 | $1.20M | 1.15% | −822−3.5% | Reduced |
| Harbor Capital Advisors, Inc. | 22,887 | $1.20M | 0.35% | +22,887 | New |
| IMC-Chicago, LLC | 22,631 | $1.19M | 0.20% | +22,631 | New |
| JS Capital Management LLC | 22,600 | $1.18M | 0.21% | +22,600 | New |
| Empowered Funds, LLC | 22,488 | $1.18M | 0.07% | +1,712+8.2% | Added |
| Brookstone Capital Management | 22,205 | $1.17M | 0.02% | −30,412−57.8% | Reduced |
| Donald L. Hagan, LLC | 22,273 | $1.17M | 0.64% | +22,273 | New |
| Fox Run Management, L.L.C. | 22,189 | $1.16M | 0.38% | +22,189 | New |
| Nicholas Hoffman & Company, LLC. | 22,110 | $1.16M | 0.10% | +4,661+26.7% | Added |
| Cannell Peter B & Co Inc | 22,056 | $1.16M | 0.04% | +12,710+136.0% | Added |
| Procyon Private Wealth Partners, LLC | 22,010 | $1.15M | 0.19% | +22,010 | New |
| Letko, Brosseau & Associates Inc | 21,846 | $1.14M | 0.02% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 21,833 | $1.14M | 0.68% | +7,325+50.5% | Added |
| Harbour Capital Advisors, LLC | 21,772 | $1.14M | 0.34% | −123−0.6% | Reduced |
| Bensler, LLC | 21,635 | $1.13M | 0.23% | +1,920+9.7% | Added |
| Prospera Financial Services Inc | 21,605 | $1.13M | 0.05% | +16,413+316.1% | Added |
| Seven Eight Capital, LP | 21,534 | $1.13M | 0.23% | +21,534 | New |
| Birmingham Capital Management Co Inc | 21,500 | $1.13M | 0.45% | −200−0.9% | Reduced |
| Linker Capital Management Inc. | 21,477 | $1.13M | 1.23% | 00.0% | Unchanged |
| Ostrum Asset Management | 21,400 | $1.12M | 0.10% | +21,400 | New |
| Tiaa, FSB | 21,354 | $1.12M | 0.00% | −122,526−85.2% | Reduced |
| Archford Capital Strategies, LLC | 22,804 | $1.11M | 0.23% | +1,365+6.4% | Added |
| Koshinski Asset Management, Inc. | 21,275 | $1.11M | 0.11% | +13,582+176.6% | Added |
| South Dakota Investment Council | 21,275 | $1.11M | 0.02% | +8,200+62.7% | Added |
| Leonteq Securities AG | 21,263 | $1.11M | 0.10% | +19,849+1,403.7% | Added |
| Meeder Advisory Services, Inc. | 21,200 | $1.11M | 0.13% | −1,515−6.7% | Reduced |
| HM Payson & Co | 21,196 | $1.11M | 0.03% | −830−3.8% | Reduced |
| Thomasville National Bank | 21,166 | $1.11M | 0.11% | −90−0.4% | Reduced |
| Professional Financial Advisors, LLC | 13,049 | $1.10M | 0.65% | −654−4.8% | Reduced |
| Crescent Grove Advisors, LLC | 20,994 | $1.10M | 0.13% | +536+2.6% | Added |
| Balboa Wealth Partners | 20,914 | $1.10M | 0.41% | +20,914 | New |
| Private Asset Management Inc | 20,881 | $1.09M | 0.18% | −2,436−10.4% | Reduced |
| DoubleLine ETF Adviser LP | 20,857 | $1.09M | 0.47% | −638−3.0% | Reduced |
| Forefront Wealth Management Inc. | 20,760 | $1.09M | 1.42% | +20,760 | New |
| Continuum Advisory, LLC | 20,726 | $1.09M | 0.18% | +3,235+18.5% | Added |
| Clifford Swan Investment Counsel LLC | 20,720 | $1.09M | 0.05% | +50+0.2% | Added |
| SYSTM Wealth Solutions LLC | 20,705 | $1.08M | 0.17% | −12,000−36.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 20,657 | $1.08M | 0.93% | −18,167−46.8% | Reduced |
| Leisure Capital Management | 20,614 | $1.08M | 0.62% | +34+0.2% | Added |
| Financial Partners Group, LLC | 20,586 | $1.08M | 0.56% | −370−1.8% | Reduced |
| Occidental Asset Management, LLC | 20,365 | $1.07M | 0.27% | +17,790+690.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,328 | $1.06M | 0.07% | +2,111+11.6% | Added |
| NorthCrest Asset Manangement, LLC | 20,314 | $1.06M | 0.04% | +4,958+32.3% | Added |
| Bridgefront Capital, LLC | 20,217 | $1.06M | 0.65% | +20,217 | New |
| Vident Investment Advisory, LLC | 20,199 | $1.06M | 0.03% | −31,595−61.0% | Reduced |
| Signature Wealth Management Group | 20,197 | $1.06M | 0.50% | +20,197 | New |
| C2C Wealth Management, LLC | 20,245 | $1.05M | 0.17% | +17,145+553.1% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.05M | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 20,123 | $1.04M | 0.15% | −909−4.3% | Reduced |
| MidWestOne Financial Group, Inc. | 19,735 | $1.03M | 0.23% | +19,735 | New |
| Essex Savings Bank | 19,723 | $1.03M | 0.36% | +721+3.8% | Added |
| Synovus Financial Corp | 19,720 | $1.03M | 0.01% | −48,902−71.3% | Reduced |
| Wealth Alliance | 19,663 | $1.03M | 0.17% | −1,796−8.4% | Reduced |
| Ossiam | 19,576 | $1.03M | 0.02% | −10,554−35.0% | Reduced |
| Sumitomo Life Insurance Co | 19,517 | $1.02M | 0.09% | −9,671−33.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 19,491 | $1.02M | 0.39% | −4,861−20.0% | Reduced |
| Cabot Wealth Management Inc | 19,445 | $1.02M | 0.16% | +19,445 | New |
| Franklin Street Advisors Inc | 19,432 | $1.02M | 0.09% | +1,049+5.7% | Added |
| Veriti Management LLC | 19,280 | $1.01M | 0.12% | −2,870−13.0% | Reduced |
| GM Advisory Group, Inc. | 19,261 | $1.01M | 0.09% | +19,261 | New |
| Cape Investment Advisory, Inc. | 19,235 | $1.01M | 0.61% | +19,235 | New |
| Davidson Capital Management Inc. | 19,223 | $1.01M | 0.61% | +6,925+56.3% | Added |
| Secure Asset Management, LLC | 18,986 | $994.5K | 0.33% | +18,986 | New |
| Consolidated Portfolio Review Corp | 18,964 | $993.3K | 0.27% | +18,964 | New |
| W.H. Cornerstone Investments Inc. | 18,798 | $985.0K | 0.89% | +2,885+18.1% | Added |
| TCI Wealth Advisors, Inc. | 18,786 | $984.0K | 0.13% | +12,056+179.1% | Added |
| Richard Bernstein Advisors LLC | 18,785 | $984.0K | 0.02% | 00.0% | Unchanged |