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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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q2 2023

Institutional positions in Schwab Charles Corp as of Jun 30, 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
1,775
+107 vs. Q1 2023
Shares held
1.46B
−22.9M (−1.5%) vs. Q1 2023
Total value
$82.9B
+$5.87B (+7.6%) vs. Q1 2023
New holders
252
803 more added
Sold out
145
559 more reduced

8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,775 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ2 2023: $82.9B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2023.

Institutions holding SCHW in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Laurel Wealth Advisors LLC1$570.00%00.0%Unchanged
Paloma Partners Management Co2$1130.00%+2New
Gordian Capital Singapore Pte Ltd3$1700.00%+3New
JJJ Advisors Inc.3$1710.00%−23−88.5%Reduced
USA Financial Portformulas Corp7$3970.00%00.0%Unchanged
Fairfield, Bush & Co.10$5680.00%+10New
Wolff Wiese Magana LLC10$5780.00%−2−16.7%Reduced
25 LLC10$6000.00%00.0%Unchanged
Studio Investment Management LLC13$7370.00%−303−95.9%Reduced
Robinswood Financial LLC17$9630.00%+17New
Avion Wealth35$1.00K0.00%+4+12.9%Added
Rise Advisors, LLC20$1.14K0.00%00.0%Unchanged
Westside Investment Management, Inc.25$1.42K0.00%+25New
Tfo-TDC, LLC25$1.42K0.00%−1,772−98.6%Reduced
Exchange Traded Concepts, LLC27$1.53K0.00%−101−78.9%Reduced
Sofos Investments, Inc.57$1.56K0.01%+5+9.6%Added
Moisand Fitzgerald Tamayo, LLC34$1.93K0.00%00.0%Unchanged
Tucker Asset Management LLC38$2.15K0.00%−16−29.6%Reduced
Bay Harbor Wealth Management, LLC50$2.85K0.00%00.0%Unchanged
Paladin Advisory Group, LLC52$2.95K0.00%00.0%Unchanged
Piershale Financial Group, Inc.53$2.98K0.00%+1+1.9%Added
Vigilant Capital Management, LLC53$3.00K0.00%00.0%Unchanged
TSFG, LLC46$3.00K0.00%+7+17.9%Added
HBC Financial Services, PLLC50$3.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc53$3.02K0.00%+36+211.8%Added
Costello Asset Management, INC60$3.40K0.00%00.0%Unchanged
Eagle Bay Advisors LLC60$3.40K0.00%00.0%Unchanged
Disciplined Investments, LLC61$3.46K0.00%−1,020−94.4%Reduced
Jackson, Grant Investment Advisers, Inc.62$3.51K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC66$3.75K0.00%+10+17.9%Added
Missouri Trust & Investment Co79$4.48K0.00%−61−43.6%Reduced
First Command Bank79$4.48K0.00%+79New
First Command Financial Services, Inc.79$4.48K0.00%+79New
Cherry Tree Wealth Management, LLC87$4.94K0.00%+87New
Crewe Advisors LLC90$5.10K0.00%−115−56.1%Reduced
Carmichael Hill & Associates, Inc.90$5.11K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$5.67K0.00%+100New
NewSquare Capital LLC104$5.89K0.00%−328−75.9%Reduced
Sit Investment Associates Inc110$6.00K0.00%00.0%Unchanged
Red Tortoise LLC106$6.01K0.00%−226−68.1%Reduced
BOK Financial Private Wealth, Inc.114$6.46K0.00%−38−25.0%Reduced
Coppell Advisory Solutions LLC114$6.51K0.00%+114New
Old Point Trust & Financial Services N A116$6.58K0.00%+116New
Center for Financial Planning, Inc.118$6.69K0.00%+118New
Farmers & Merchants Trust Co of Chambersburg PA115$7.00K0.00%+115New
Adirondack Retirement Specialists, Inc.124$7.03K0.01%−108−46.6%Reduced
First Pacific Financial125$7.08K0.00%+125New
Tortoise Investment Management, LLC129$7.31K0.00%00.0%Unchanged
Bank of New Hampshire140$7.93K0.00%+15+12.0%Added
Highlander Capital Management, LLC136$8.00K0.00%00.0%Unchanged
Creative Capital Management Investments LLC145$8.22K0.01%00.0%Unchanged
Park Place Capital Corp149$8.45K0.00%−512−77.5%Reduced
Sound Income Strategies, LLC149$8.45K0.00%00.0%Unchanged
Gables Capital Management Inc.149$8.45K0.01%+149New
Hoese & Co LLP152$8.61K0.01%00.0%Unchanged
Versant Capital Management, Inc152$8.62K0.00%−24−13.6%Reduced
Impact Partnership Wealth, LLC158$8.96K0.00%+158New
Winch Advisory Services, LLC160$9.00K0.00%00.0%Unchanged
Arcadia Investment Management Corp161$9.13K0.00%+103+177.6%Added
RFP Financial Group LLC164$9.30K0.00%−63−27.8%Reduced
McMillion Capital Management Inc165$9.35K0.01%+165New
Tradewinds Capital Management, LLC171$9.72K0.00%−175−50.6%Reduced
Mascoma Wealth Management LLC150$9.83K0.00%−51−25.4%Reduced
Stephens Consulting, LLC177$10.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC179$10.1K0.00%+23+14.7%Added
Clear Investment Research, LLC180$10.2K0.02%+154+592.3%Added
PCA Investment Advisory Services Inc.180$10.2K0.01%+180New
Glen Eagle Advisors, LLC181$10.3K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC185$10.5K0.00%−200−51.9%Reduced
Strategic Investment Solutions, Inc.202$10.6K0.00%−31−13.3%Reduced
Gleason Group, Inc.188$10.6K0.00%+1+0.5%Added
First Community Trust NA188$10.7K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC203$10.7K0.01%−150−42.5%Reduced
Silicon Valley Capital Partners193$11.0K0.00%+193Added
Chesapeake Asset Management LLC200$11.3K0.01%−100−33.3%Reduced
Global Wealth Management Investment Advisory, Inc.200$11.3K0.00%+200New
Halpern Financial, Inc.202$11.4K0.00%−15−6.9%Reduced
Benjamin Edwards Inc209$12.0K0.00%00.0%Unchanged
Horizon Bancorp Inc209$12.0K0.01%+209New
Institutional & Family Asset Management, LLC226$12.8K0.00%00.0%Unchanged
Register Financial Advisors LLC251$14.2K0.01%+251New
CarsonAllaria Wealth Management, Ltd.251$14.2K0.01%+1+0.4%Added
Cassady Schiller Wealth Management, LLC259$14.7K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC260$14.7K0.02%00.0%Unchanged
McIlrath & Eck, LLC263$14.9K0.00%−40−13.2%Reduced
TD Ameritrade Investment Management, LLC262$15.0K0.00%−58−18.1%Reduced
Beaird Harris Wealth Management, LLC277$15.7K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC282$16.0K0.01%−450−61.5%Reduced
Knott David M Jr284$16.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC285$16.2K0.01%+1+0.4%Added
Investors Research Corp290$16.4K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC300$17.0K0.00%+190+172.7%Added
Financial Synergies Wealth Advisors, Inc.304$17.2K0.00%+24+8.6%Added
Armstrong Advisory Group, Inc318$18.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC321$18.2K0.01%00.0%Unchanged
Princeton Global Asset Management LLC322$18.3K0.01%+1+0.3%Added
Sturgeon Ventures LLP328$18.6K0.03%00.0%Unchanged
Glass Jacobson Investment Advisors llc330$18.7K0.01%+330New
Sugarloaf Wealth Management, LLC330$18.7K0.00%−885−72.8%Reduced
Industrial Alliance Investment Management Inc.343$19.0K0.01%−8,413−96.1%Reduced