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, 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 339 | $19.2K | 0.01% | +44+14.9% | Added |
| Essex Investment Management Co LLC | 341 | $19.3K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 354 | $20.0K | 0.01% | +354 | New |
| Larson Financial Group LLC | 359 | $20.3K | 0.00% | −304−45.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 369 | $20.9K | 0.01% | −325−46.8% | Reduced |
| IAG Wealth Partners, LLC | 370 | $21.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 374 | $21.2K | 0.02% | +1+0.3% | Added |
| Worth Asset Management, LLC | 384 | $21.8K | 0.02% | −851−68.9% | Reduced |
| Cornerstone Planning Group LLC | 387 | $21.9K | 0.01% | +387 | New |
| Cedar Mountain Advisors, LLC | 391 | $22.2K | 0.01% | +216+123.4% | Added |
| IMA Wealth, Inc. | 400 | $22.7K | 0.01% | +100+33.3% | Added |
| Bourgeon Capital Management LLC | 400 | $22.7K | 0.01% | +400 | New |
| Tyler-Stone Wealth Management | 400 | $23.0K | 0.01% | +400 | New |
| Financial Connections Group, Inc. | 447 | $25.0K | 0.02% | −335−42.8% | Reduced |
| Key Financial Inc | 447 | $25.3K | 0.01% | +264+144.3% | Added |
| WFA Asset Management Corp | 452 | $25.6K | 0.02% | +452 | New |
| Loomis Sayles & Co L P | 451 | $26.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 468 | $26.5K | 0.01% | +144+44.4% | Added |
| Your Advocates Ltd., LLP | 477 | $27.0K | 0.01% | +7+1.5% | Added |
| AlphaMark Advisors, LLC | 500 | $28.0K | 0.01% | +500 | New |
| Global Trust Asset Management, LLC | 521 | $29.5K | 0.01% | +450+633.8% | Added |
| Rocky Mountain Advisers, LLC | 571 | $29.9K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 524 | $30.0K | 0.01% | −15,438−96.7% | Reduced |
| Abound Wealth Management | 531 | $30.1K | 0.01% | +51+10.6% | Added |
| SJS Investment Consulting Inc. | 548 | $31.1K | 0.01% | +507+1,236.6% | Added |
| CVA Family Office, LLC | 563 | $31.9K | 0.01% | −164−22.6% | Reduced |
| North Star Investment Management Corp. | 565 | $32.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 565 | $32.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 568 | $32.2K | 0.00% | −492−46.4% | Reduced |
| Buck Wealth Strategies, LLC | 571 | $32.4K | 0.01% | +3+0.5% | Added |
| TD Waterhouse Canada Inc. | 561 | $32.4K | 0.00% | −35−5.9% | Reduced |
| Erste Asset Management GmbH | 582 | $33.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 592 | $33.6K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 594 | $34.0K | 0.03% | −59−9.0% | Reduced |
| Hillsdale Investment Management Inc. | 610 | $34.6K | 0.00% | −810−57.0% | Reduced |
| BDO Wealth Advisors, LLC | 610 | $34.6K | 0.00% | −395−39.3% | Reduced |
| State of Wyoming | 624 | $35.4K | 0.01% | +259+71.0% | Added |
| Arrow Financial Corp | 625 | $35.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 639 | $36.0K | 0.01% | +639 | New |
| Beacon Capital Management, LLC | 647 | $36.7K | 0.01% | +177+37.7% | Added |
| America First Investment Advisors, LLC | 665 | $37.7K | 0.01% | −335−33.5% | Reduced |
| Earnest Partners LLC | 682 | $38.7K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 684 | $38.8K | 0.04% | +684 | New |
| Trust Co of Vermont | 700 | $39.7K | 0.00% | +59+9.2% | Added |
| Riverview Trust Co | 707 | $40.1K | 0.04% | −1,025−59.2% | Reduced |
| First PREMIER Bank | 715 | $41.0K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 765 | $43.4K | 0.03% | −106−12.2% | Reduced |
| Systematic Alpha Investments, LLC | 781 | $44.3K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 799 | $45.3K | 0.01% | −4,588−85.2% | Reduced |
| Gould Capital, LLC | 800 | $45.3K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 823 | $46.6K | 0.01% | −152−15.6% | Reduced |
| Byrne Asset Management LLC | 827 | $47.0K | 0.03% | −275−25.0% | Reduced |
| PSI Advisors, LLC | 830 | $47.0K | 0.02% | +630+315.0% | Added |
| Hantz Financial Services, Inc. | 839 | $48.0K | 0.00% | −242−22.4% | Reduced |
| Richard W. Paul & Associates, LLC | 870 | $49.3K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 881 | $51.0K | 0.00% | +81+10.1% | Added |
| Field & Main Bank | 900 | $51.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 906 | $51.4K | 0.02% | +517+132.9% | Added |
| Atlantic Trust, LLC | 925 | $52.4K | 0.02% | +532+135.4% | Added |
| WR Wealth Planners, LLC | 970 | $55.0K | 0.02% | +602+163.6% | Added |
| West Paces Advisors Inc. | 985 | $55.8K | 0.02% | +15+1.5% | Added |
| Heritage Wealth Advisors | 1,000 | $56.7K | 0.00% | −495−33.1% | Reduced |
| Elkhorn Partners Limited Partnership | 1,020 | $58.0K | 0.04% | +70+7.4% | Added |
| Hoey Investments, Inc | 1,055 | $59.8K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,090 | $61.8K | 0.01% | +5+0.5% | Added |
| Zions Bancorporation, N.A. | 1,096 | $62.1K | 0.01% | −24−2.1% | Reduced |
| Sunbelt Securities, Inc. | 1,132 | $64.2K | 0.01% | +239+26.8% | Added |
| Deseret Mutual Benefit Administrators | 1,181 | $66.9K | 0.03% | +31+2.7% | Added |
| Oakworth Capital, Inc. | 1,200 | $68.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,246 | $70.6K | 0.01% | +929+293.1% | Added |
| Belvedere Trading LLC | 1,248 | $70.7K | 0.02% | −1,261−50.3% | Reduced |
| Monetary Management Group Inc | 1,250 | $70.8K | 0.02% | −250−16.7% | Reduced |
| Core Alternative Capital | 1,287 | $72.9K | 0.01% | +121+10.4% | Added |
| MV Capital Management, Inc. | 1,340 | $76.0K | 0.01% | +1,004+298.8% | Added |
| CGC Financial Services, LLC | 1,346 | $76.3K | 0.05% | +1,346 | New |
| Quent Capital, LLC | 1,350 | $76.5K | 0.01% | −106−7.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,374 | $77.8K | 0.05% | +1,259+1,094.8% | Added |
| MRP Capital Investments, LLC | 1,376 | $78.0K | 0.08% | −9,692−87.6% | Reduced |
| City Holding Co | 1,385 | $78.5K | 0.01% | +100+7.8% | Added |
| Retirement Group, LLC | 1,387 | $78.6K | 0.03% | +538+63.4% | Added |
| DT Investment Partners, LLC | 1,213 | $79.7K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,462 | $82.8K | 0.03% | +1,462 | New |
| Column Capital Advisors, LLC | 1,467 | $83.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,453 | $83.7K | 0.01% | +1,453 | New |
| AllSquare Wealth Management LLC | 1,559 | $83.9K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,492 | $84.6K | 0.04% | +1,492 | New |
| Optimum Investment Advisors | 1,526 | $86.5K | 0.04% | +301+24.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,552 | $88.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,564 | $89.0K | 0.04% | +1,564 | New |
| Barrett & Company, Inc. | 1,588 | $90.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,632 | $92.5K | 0.02% | +1,632 | New |
| Delta Asset Management LLC | 1,639 | $92.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,631 | $93.0K | 0.07% | −125−7.1% | Reduced |
| McClarren Financial Advisors, Inc. | 1,654 | $93.0K | 0.08% | +7+0.4% | Added |
| Spotlight Asset Group, Inc. | 1,649 | $93.5K | 0.08% | +1,649 | New |
| Benjamin F. Edwards & Company, Inc. | 1,676 | $95.0K | 0.00% | −6,097−78.4% | Reduced |
| Bogart Wealth, LLC | 1,683 | $95.4K | 0.01% | +225+15.4% | Added |
| TFC Financial Management | 1,711 | $97.0K | 0.02% | +779+83.6% | Added |
| MCF Advisors LLC | 1,742 | $98.7K | 0.01% | +4+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,762 | $99.8K | 0.01% | 00.0% | Unchanged |