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, 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 | 2,173 | $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, 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 |
|---|---|---|---|---|---|
| Lodestone Wealth Management LLC | 11,336 | $642.5K | 0.44% | −44−0.4% | Reduced |
| Independence Bank of Kentucky | 11,325 | $641.9K | 0.26% | +250+2.3% | Added |
| Waldron Private Wealth LLC | 11,279 | $639.3K | 0.03% | −850−7.0% | Reduced |
| Cynosure Management, LLC | 11,266 | $638.6K | 0.19% | +11,266 | New |
| Crumly & Associates Inc. | 11,263 | $638.4K | 0.26% | −2,858−20.2% | Reduced |
| Segall Bryant & Hamill, LLC | 11,229 | $636.4K | 0.01% | −149−1.3% | Reduced |
| Matisse Capital | 11,145 | $631.7K | 0.39% | +11,145 | New |
| Zimmermann Investment Management & Planning LLC | 11,136 | $631.2K | 0.29% | −3,912−26.0% | Reduced |
| Lebenthal Global Advisors, LLC | 11,119 | $630.2K | 0.18% | +11,119 | New |
| Capital Advantage, Inc. | 10,898 | $630.2K | 0.13% | −60−0.5% | Reduced |
| First Capital Advisors Group, LLC. | 11,114 | $629.9K | 0.33% | −296−2.6% | Reduced |
| Sciencast Management LP | 11,011 | $629.7K | 0.51% | +11,011 | New |
| Peak Planning Group, LLC | 11,103 | $629.3K | 0.47% | +4,349+64.4% | Added |
| Dumont & Blake Investment Advisors LLC | 11,099 | $629.0K | 0.20% | +11,099 | New |
| Violich Capital Management, Inc. | 11,080 | $628.0K | 0.10% | 00.0% | Unchanged |
| Navalign, LLC | 11,074 | $627.7K | 0.25% | +2,280+25.9% | Added |
| Good Life Advisors, LLC | 11,068 | $627.3K | 0.07% | +5,714+106.7% | Added |
| Doheny Asset Management | 11,065 | $627.0K | 0.54% | −2,406−17.9% | Reduced |
| Viawealth, LLC | 10,982 | $622.5K | 0.46% | +3,742+51.7% | Added |
| Kestra Private Wealth Services, LLC | 10,924 | $619.2K | 0.02% | −715−6.1% | Reduced |
| Wedmont Private Capital | 10,557 | $617.8K | 0.07% | −15,104−58.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,865 | $615.8K | 0.22% | −55−0.5% | Reduced |
| Manhattan West Asset Management, LLC | 10,842 | $614.5K | 0.23% | +2,790+34.6% | Added |
| 1832 Asset Management L.P. | 10,837 | $614.2K | 0.00% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 10,815 | $613.0K | 0.38% | +1,426+15.2% | Added |
| Bridgeworth, LLC | 10,790 | $611.6K | 0.07% | +10,790 | New |
| United Community Bank | 10,790 | $611.6K | 0.54% | +10,790 | New |
| Edge Capital Group, LLC | 10,783 | $611.2K | 0.04% | +5,220+93.8% | Added |
| Sentry Investment Management LLC | 10,763 | $610.0K | 0.23% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 10,748 | $609.2K | 0.15% | +3,179+42.0% | Added |
| Seelaus Asset Management LLC | 10,743 | $609.0K | 0.48% | +10,743 | New |
| Osborne Partners Capital Management, LLC | 10,673 | $604.9K | 0.04% | −628−5.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 10,648 | $603.5K | 0.20% | +665+6.7% | Added |
| Diversified Trust Co | 10,629 | $602.5K | 0.02% | −2,183−17.0% | Reduced |
| InterOcean Capital Group, LLC | 10,541 | $597.5K | 0.02% | −20.0% | Reduced |
| Moseley Investment Management Inc | 10,541 | $597.4K | 0.35% | +10.0% | Added |
| GM Advisory Group, Inc. | 10,511 | $595.8K | 0.05% | −8,750−45.4% | Reduced |
| Washburn Capital Management, Inc. | 10,464 | $593.1K | 0.50% | +10,464 | New |
| Horizon Investments, LLC | 10,481 | $591.8K | 0.02% | +643+6.5% | Added |
| CMG Global Holdings, LLC | 10,436 | $591.5K | 0.48% | +10,436 | New |
| Kiley Juergens Wealth Management, LLC | 10,430 | $591.2K | 0.20% | −9−0.1% | Reduced |
| Berkshire Asset Management LLC | 10,357 | $587.0K | 0.03% | +2,735+35.9% | Added |
| Advisor OS, LLC | 10,301 | $583.9K | 0.10% | +10,301 | New |
| Wealth Quarterback LLC | 10,285 | $583.0K | 0.40% | +10,285 | New |
| Royce & Associates LP | 10,270 | $582.1K | 0.01% | −4,401−30.0% | Reduced |
| Clean Yield Group | 10,240 | $580.4K | 0.24% | −940−8.4% | Reduced |
| Mitchell Sinkler & Starr | 10,181 | $577.1K | 0.16% | +980+10.7% | Added |
| Valmark Advisers, Inc. | 10,135 | $574.5K | 0.01% | +727+7.7% | Added |
| Balboa Wealth Partners | 10,117 | $573.5K | 0.20% | −10,797−51.6% | Reduced |
| Fairfield Financial Advisors, LTD | 10,106 | $572.8K | 0.23% | −7,056−41.1% | Reduced |
| Ironwood Financial, llc | 10,025 | $568.2K | 0.15% | −196−1.9% | Reduced |
| Westmount Partners, LLC | 10,025 | $568.2K | 0.25% | −166−1.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,015 | $567.6K | 0.06% | +10,015 | New |
| Jupiter Wealth Management LLC | 10,000 | $566.8K | 0.49% | 00.0% | Unchanged |
| Emfo, LLC | 10,000 | $566.8K | 0.51% | +5,000+100.0% | Added |
| Perpetual Ltd | 9,993 | $566.4K | 0.00% | −898−8.2% | Reduced |
| Bridge Advisory, LLC | 9,976 | $565.5K | 0.21% | +9,976 | New |
| Symmetry Partners, LLC | 9,966 | $565.0K | 0.03% | 00.0% | Unchanged |
| Sonen Capital LLC | 9,937 | $563.2K | 0.93% | −2,512−20.2% | Reduced |
| Carson Advisory Inc. | 9,822 | $556.7K | 0.47% | +9,822 | New |
| Logan Capital Management Inc | 9,774 | $554.0K | 0.03% | −323−3.2% | Reduced |
| Enterprise Bank & Trust Co | 9,668 | $548.0K | 0.21% | +9,668 | New |
| Redmont Wealth Advisors LLC | 9,630 | $545.8K | 0.94% | +1,857+23.9% | Added |
| MBM Wealth Consultants, LLC | 9,341 | $545.6K | 0.23% | +2,546+37.5% | Added |
| Penserra Capital Management LLC | 9,644 | $545.0K | 0.01% | +8,225+579.6% | Added |
| Drive Wealth Management, LLC | 9,562 | $541.9K | 0.20% | −296−3.0% | Reduced |
| WNY Asset Management, LLC | 9,505 | $538.7K | 0.11% | +2,057+27.6% | Added |
| Pitcairn Co | 9,500 | $538.5K | 0.05% | +576+6.5% | Added |
| Patten & Patten Inc | 9,395 | $532.5K | 0.04% | +3,875+70.2% | Added |
| AdvisorNet Financial, Inc | 9,386 | $532.0K | 0.05% | +7,264+342.3% | Added |
| Western Wealth Management, LLC | 9,372 | $531.2K | 0.05% | +725+8.4% | Added |
| Castleark Management LLC | 9,360 | $530.5K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 9,341 | $529.4K | 0.04% | +410+4.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,340 | $529.4K | 0.01% | −1,176−11.2% | Reduced |
| Bradley Foster & Sargent Inc | 9,287 | $526.4K | 0.01% | +9,287 | New |
| Financial Advisory Service, Inc. | 9,266 | $525.2K | 0.07% | +508+5.8% | Added |
| Omega Financial Group, LLC | 9,256 | $524.6K | 0.24% | +81+0.9% | Added |
| Williams Jones Wealth Management, LLC. | 9,247 | $524.1K | 0.01% | −23,675−71.9% | Reduced |
| Bokf, NA | 9,244 | $524.0K | 0.01% | −19,096−67.4% | Reduced |
| Modus Advisors, LLC | 9,244 | $524.0K | 0.22% | +9,244 | New |
| Regatta Capital Group, LLC | 9,151 | $518.7K | 0.16% | +2,681+41.4% | Added |
| Sage Rhino Capital LLC | 9,121 | $517.0K | 0.14% | −774−7.8% | Reduced |
| Strategic Blueprint, LLC | 9,103 | $516.0K | 0.05% | −5,765−38.8% | Reduced |
| CX Institutional | 9,087 | $515.0K | 0.03% | +9,087 | New |
| Heartland Bank & Trust Co | 9,015 | $511.0K | 0.40% | −1,290−12.5% | Reduced |
| Peterson Wealth Management | 9,003 | $510.3K | 0.40% | +158+1.8% | Added |
| Keystone Financial Services | 9,002 | $510.2K | 0.26% | +930+11.5% | Added |
| Kearns & Associates LLC | 9,000 | $510.1K | 0.46% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 8,982 | $509.1K | 0.14% | −13,207−59.5% | Reduced |
| Private Asset Management Inc | 8,973 | $508.6K | 0.10% | −11,908−57.0% | Reduced |
| Dark Forest Capital Management LP | 8,972 | $508.5K | 0.05% | +6,134+216.1% | Added |
| Credential Qtrade Securities Inc. | 8,950 | $507.3K | 0.03% | +1,611+22.0% | Added |
| V-Square Quantitative Management LLC | 8,883 | $503.5K | 0.37% | +119+1.4% | Added |
| Traynor Capital Management, Inc. | 8,871 | $502.8K | 0.07% | +2,763+45.2% | Added |
| Keebeck Wealth Management, LLC | 8,854 | $501.8K | 0.07% | +8,854 | New |
| KMG Fiduciary Partners, LLC | 8,833 | $500.7K | 0.06% | +8,833 | New |
| Harbour Investments, Inc. | 8,824 | $500.1K | 0.02% | +920+11.6% | Added |
| Boyd Watterson Asset Management LLC | 8,815 | $499.6K | 0.20% | −7,683−46.6% | Reduced |
| TD Private Client Wealth LLC | 8,800 | $498.8K | 0.02% | −778−8.1% | Reduced |
| FLC Capital Advisors | 8,784 | $497.9K | 0.15% | +663+8.2% | Added |