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 |
|---|---|---|---|---|---|
| Narus Financial Partners, LLC | 5,138 | $291.2K | 0.15% | +265+5.4% | Added |
| Hyman Charles D | 5,158 | $292.0K | 0.02% | −223−4.1% | Reduced |
| River Wealth Advisors LLC | 5,157 | $292.3K | 0.05% | +202+4.1% | Added |
| Fulton Bank, N.A. | 5,182 | $293.7K | 0.01% | −1,581−23.4% | Reduced |
| Evoke Wealth, LLC | 5,196 | $294.5K | 0.01% | +104+2.0% | Added |
| Brave Asset Management Inc | 5,200 | $294.7K | 0.09% | +5,200 | New |
| Hamilton Capital Partners Inc. | 5,200 | $294.7K | 0.11% | +5,200 | New |
| WESPAC Advisors SoCal, LLC | 5,205 | $295.0K | 0.10% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 4,967 | $297.7K | 0.12% | +202+4.2% | Added |
| Smithfield Trust Co | 5,241 | $298.0K | 0.02% | −1,289−19.7% | Reduced |
| New Hampshire Trust | 5,272 | $298.8K | 0.08% | +94+1.8% | Added |
| Accuvest Global Advisors | 5,282 | $299.0K | 0.15% | +5,282 | New |
| Burke & Herbert Bank & Trust Co | 5,300 | $300.4K | 0.20% | 00.0% | Unchanged |
| Benin Management CORP | 5,300 | $300.4K | 0.11% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,337 | $302.5K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,340 | $302.7K | 0.08% | +18+0.3% | Added |
| Soltis Investment Advisors LLC | 5,342 | $302.8K | 0.04% | +15+0.3% | Added |
| Atlas Private Wealth Management | 5,359 | $303.7K | 0.16% | +230+4.5% | Added |
| Edgewood Management LLC | 5,360 | $303.8K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 5,371 | $304.4K | 0.03% | +524+10.8% | Added |
| Morris Retirement Advisors, LLC | 5,388 | $305.4K | 0.21% | +5,388 | New |
| Alps Advisors Inc | 5,409 | $306.6K | 0.00% | +35+0.7% | Added |
| Cutler Group LP | 5,427 | $307.0K | 0.07% | −39,066−87.8% | Reduced |
| Echo Street Capital Management LLC | 5,440 | $308.3K | 0.00% | −17,772−76.6% | Reduced |
| Addison Advisors LLC | 5,455 | $309.2K | 0.15% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,461 | $309.5K | 0.04% | −362−6.2% | Reduced |
| Aberdeen Wealth Management LLC | 5,462 | $309.6K | 0.22% | +51+0.9% | Added |
| Enzi Wealth | 5,193 | $311.2K | 0.16% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,521 | $312.9K | 0.05% | +3,615+189.7% | Added |
| RNC Capital Management LLC | 5,518 | $313.0K | 0.02% | −128−2.3% | Reduced |
| Sonora Investment Management Group, LLC | 5,527 | $313.3K | 0.03% | +257+4.9% | Added |
| Avantax Planning Partners, Inc. | 5,532 | $313.6K | 0.01% | −2,192−28.4% | Reduced |
| Michael S. Ryan, Inc. | 5,440 | $314.0K | 0.29% | +5,440 | New |
| Wealthsource Partners, LLC | 5,575 | $316.0K | 0.02% | −12,987−70.0% | Reduced |
| Keel Point, LLC | 5,600 | $317.4K | 0.04% | +960+20.7% | Added |
| Journey Advisory Group, LLC | 5,604 | $317.6K | 0.05% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 5,605 | $317.7K | 0.36% | +5,605 | New |
| ZRC Wealth Management, LLC | 5,617 | $318.4K | 0.27% | −395−6.6% | Reduced |
| Transatlantique Private Wealth LLC | 5,627 | $318.9K | 0.17% | +137+2.5% | Added |
| Ridgecrest Wealth Partners, LLC | 5,628 | $319.0K | 0.21% | +20+0.4% | Added |
| CNB Bank | 5,689 | $322.5K | 0.19% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 5,689 | $322.5K | 0.16% | +207+3.8% | Added |
| Mason & Associates Inc | 5,738 | $325.2K | 0.10% | +5,738 | New |
| Sand Hill Global Advisors, LLC | 5,748 | $325.8K | 0.02% | −1,064−15.6% | Reduced |
| Parisi Gray Wealth Management | 6,232 | $326.4K | 0.15% | +6,232 | New |
| Stockman Wealth Management, Inc. | 5,772 | $327.2K | 0.07% | −38−0.7% | Reduced |
| Diligent Investors, LLC | 5,783 | $327.8K | 0.10% | 00.0% | Unchanged |
| Welch & Forbes LLC | 5,797 | $328.6K | 0.01% | +160+2.8% | Added |
| Institute for Wealth Management, LLC. | 5,806 | $329.1K | 0.06% | +1,298+28.8% | Added |
| J. L. Bainbridge & Co., Inc. | 5,843 | $331.2K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,887 | $333.7K | 0.11% | −407−6.5% | Reduced |
| V Wealth Advisors LLC | 5,889 | $333.8K | 0.06% | +373+6.8% | Added |
| Ropes Wealth Advisors LLC | 5,912 | $335.1K | 0.06% | −3−0.1% | Reduced |
| Fusion Capital, LLC | 5,925 | $335.8K | 0.19% | +839+16.5% | Added |
| Diametric Capital, LP | 5,933 | $336.3K | 0.15% | +5,933 | New |
| Boyar Asset Management Inc. | 5,935 | $336.4K | 0.25% | 00.0% | Unchanged |
| Atlas Financial Advisors, Inc. | 5,940 | $336.7K | 0.47% | +5,940 | New |
| Tempus Wealth Planning, LLC | 5,980 | $338.9K | 0.15% | +1,558+35.2% | Added |
| Green Square Capital Advisors LLC | 5,988 | $339.4K | 0.04% | +833+16.2% | Added |
| Ausdal Financial Partners, Inc. | 5,993 | $339.7K | 0.05% | +1,851+44.7% | Added |
| Menard Financial Group LLC | 5,994 | $339.7K | 0.70% | −6,677−52.7% | Reduced |
| Encompass Wealth Advisors, LLC | 6,000 | $340.1K | 0.11% | +2,000+50.0% | Added |
| Atticus Wealth Management, LLC | 6,034 | $342.0K | 0.13% | −6,365−51.3% | Reduced |
| Triangle Securities Wealth Management | 6,071 | $344.1K | 0.12% | −455−7.0% | Reduced |
| Marks Group Wealth Management, Inc | 6,072 | $344.2K | 0.04% | +360+6.3% | Added |
| Clear Harbor Asset Management, LLC | 6,112 | $346.4K | 0.03% | +712+13.2% | Added |
| Fagan Associates, Inc. | 6,118 | $346.8K | 0.08% | +750+14.0% | Added |
| Wintrust Investments LLC | 6,114 | $347.0K | 0.03% | −250−3.9% | Reduced |
| Baron Wealth Management LLC | 6,124 | $347.1K | 0.22% | +6,124 | New |
| Alliance Wealth Advisors, LLC | 6,126 | $347.2K | 0.25% | +1,177+23.8% | Added |
| Financial Architects, Inc | 6,130 | $347.5K | 0.05% | −195−3.1% | Reduced |
| Schechter Investment Advisors, LLC | 6,138 | $347.9K | 0.03% | −903−12.8% | Reduced |
| Family Legacy, Inc. | 6,160 | $349.1K | 0.14% | +79+1.3% | Added |
| Robertson Stephens Wealth Management, LLC | 6,176 | $350.0K | 0.03% | −5,848−48.6% | Reduced |
| KRS Capital Management, LLC | 6,202 | $351.5K | 0.35% | +598+10.7% | Added |
| Icon Wealth Partners, LLC | 6,224 | $352.8K | 0.04% | −382−5.8% | Reduced |
| Aveo Capital Partners, LLC | 6,257 | $354.6K | 0.05% | +6,257 | New |
| TAGStone Capital, Inc. | 6,370 | $361.0K | 0.26% | +29+0.5% | Added |
| Quadrant Private Wealth Management, LLC | 6,379 | $361.5K | 0.10% | +76+1.2% | Added |
| VisionPoint Advisory Group, LLC | 6,383 | $361.8K | 0.15% | +6,383 | New |
| Aft, Forsyth & Company, Inc. | 6,390 | $362.2K | 0.26% | +6,390 | New |
| Meridian Wealth Management, LLC | 6,436 | $364.8K | 0.03% | +6,436 | New |
| Summit Financial, LLC | 6,444 | $365.2K | 0.03% | +1,843+40.1% | Added |
| Abn Amro Investment Solutions | 6,468 | $366.6K | 0.01% | −604,957−98.9% | Reduced |
| Main Street Financial Solutions, LLC | 6,475 | $367.0K | 0.05% | +162+2.6% | Added |
| Fiera Capital Corp | 6,500 | $368.4K | 0.00% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 6,503 | $368.6K | 0.31% | +6,503 | New |
| Boston Trust Walden Corp | 6,579 | $372.9K | 0.00% | −1,330−16.8% | Reduced |
| Fiduciary Trust Co | 6,687 | $379.0K | 0.01% | −618−8.5% | Reduced |
| Wolverine Asset Management LLC | 6,736 | $381.8K | 0.01% | −47,384−87.6% | Reduced |
| Parkside Financial Bank & Trust | 6,747 | $382.4K | 0.09% | +2,597+62.6% | Added |
| Ridgewood Investments LLC | 6,757 | $383.0K | 0.22% | +3,387+100.5% | Added |
| Grove Bank & Trust | 6,757 | $383.0K | 0.08% | −66−1.0% | Reduced |
| Keene & Associates, Inc. | 6,833 | $387.3K | 0.30% | +2,225+48.3% | Added |
| Arcataur Capital Management LLC | 6,858 | $388.7K | 0.16% | +6,858 | New |
| Aspen Grove Capital, LLC | 6,863 | $389.0K | 0.13% | +6,863 | New |
| Orca Investment Management, LLC | 6,896 | $390.9K | 0.43% | 00.0% | Unchanged |
| Private Ocean, LLC | 6,913 | $391.8K | 0.05% | −2,417−25.9% | Reduced |
| Abbrea Capital, LLC | 6,916 | $392.0K | 0.06% | −1,145−14.2% | Reduced |
| Kaizen Financial Strategies | 6,720 | $392.5K | 0.34% | +1,453+27.6% | Added |