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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 6,176 | $350.0K | 0.03% | −5,848−48.6% | Reduced |
| Family Legacy, Inc. | 6,160 | $349.1K | 0.14% | +79+1.3% | Added |
| Schechter Investment Advisors, LLC | 6,138 | $347.9K | 0.03% | −903−12.8% | Reduced |
| Financial Architects, Inc | 6,130 | $347.5K | 0.05% | −195−3.1% | Reduced |
| Alliance Wealth Advisors, LLC | 6,126 | $347.2K | 0.25% | +1,177+23.8% | Added |
| Baron Wealth Management LLC | 6,124 | $347.1K | 0.22% | +6,124 | New |
| Wintrust Investments LLC | 6,114 | $347.0K | 0.03% | −250−3.9% | Reduced |
| Fagan Associates, Inc. | 6,118 | $346.8K | 0.08% | +750+14.0% | Added |
| Clear Harbor Asset Management, LLC | 6,112 | $346.4K | 0.03% | +712+13.2% | Added |
| Marks Group Wealth Management, Inc | 6,072 | $344.2K | 0.04% | +360+6.3% | Added |
| Triangle Securities Wealth Management | 6,071 | $344.1K | 0.12% | −455−7.0% | Reduced |
| Atticus Wealth Management, LLC | 6,034 | $342.0K | 0.13% | −6,365−51.3% | Reduced |
| Encompass Wealth Advisors, LLC | 6,000 | $340.1K | 0.11% | +2,000+50.0% | Added |
| Menard Financial Group LLC | 5,994 | $339.7K | 0.70% | −6,677−52.7% | Reduced |
| Ausdal Financial Partners, Inc. | 5,993 | $339.7K | 0.05% | +1,851+44.7% | Added |
| Green Square Capital Advisors LLC | 5,988 | $339.4K | 0.04% | +833+16.2% | Added |
| Tempus Wealth Planning, LLC | 5,980 | $338.9K | 0.15% | +1,558+35.2% | Added |
| Atlas Financial Advisors, Inc. | 5,940 | $336.7K | 0.47% | +5,940 | New |
| Boyar Asset Management Inc. | 5,935 | $336.4K | 0.25% | 00.0% | Unchanged |
| Diametric Capital, LP | 5,933 | $336.3K | 0.15% | +5,933 | New |
| Fusion Capital, LLC | 5,925 | $335.8K | 0.19% | +839+16.5% | Added |
| Ropes Wealth Advisors LLC | 5,912 | $335.1K | 0.06% | −3−0.1% | Reduced |
| V Wealth Advisors LLC | 5,889 | $333.8K | 0.06% | +373+6.8% | Added |
| Rosenberg Matthew Hamilton | 5,887 | $333.7K | 0.11% | −407−6.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,843 | $331.2K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 5,806 | $329.1K | 0.06% | +1,298+28.8% | Added |
| Welch & Forbes LLC | 5,797 | $328.6K | 0.01% | +160+2.8% | Added |
| Diligent Investors, LLC | 5,783 | $327.8K | 0.10% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 5,772 | $327.2K | 0.07% | −38−0.7% | Reduced |
| Parisi Gray Wealth Management | 6,232 | $326.4K | 0.15% | +6,232 | New |
| Sand Hill Global Advisors, LLC | 5,748 | $325.8K | 0.02% | −1,064−15.6% | Reduced |
| Mason & Associates Inc | 5,738 | $325.2K | 0.10% | +5,738 | New |
| Centurion Wealth Management LLC | 5,689 | $322.5K | 0.16% | +207+3.8% | Added |
| CNB Bank | 5,689 | $322.5K | 0.19% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 5,628 | $319.0K | 0.21% | +20+0.4% | Added |
| Transatlantique Private Wealth LLC | 5,627 | $318.9K | 0.17% | +137+2.5% | Added |
| ZRC Wealth Management, LLC | 5,617 | $318.4K | 0.27% | −395−6.6% | Reduced |
| Coastwise Capital Group, LLC | 5,605 | $317.7K | 0.36% | +5,605 | New |
| Journey Advisory Group, LLC | 5,604 | $317.6K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 5,600 | $317.4K | 0.04% | +960+20.7% | Added |
| Wealthsource Partners, LLC | 5,575 | $316.0K | 0.02% | −12,987−70.0% | Reduced |
| Michael S. Ryan, Inc. | 5,440 | $314.0K | 0.29% | +5,440 | New |
| Avantax Planning Partners, Inc. | 5,532 | $313.6K | 0.01% | −2,192−28.4% | Reduced |
| Sonora Investment Management Group, LLC | 5,527 | $313.3K | 0.03% | +257+4.9% | Added |
| RNC Capital Management LLC | 5,518 | $313.0K | 0.02% | −128−2.3% | Reduced |
| Toth Financial Advisory Corp | 5,521 | $312.9K | 0.05% | +3,615+189.7% | Added |
| Enzi Wealth | 5,193 | $311.2K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,462 | $309.6K | 0.22% | +51+0.9% | Added |
| Marcum Wealth, LLC | 5,461 | $309.5K | 0.04% | −362−6.2% | Reduced |
| Addison Advisors LLC | 5,455 | $309.2K | 0.15% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,440 | $308.3K | 0.00% | −17,772−76.6% | Reduced |
| Cutler Group LP | 5,427 | $307.0K | 0.07% | −39,066−87.8% | Reduced |
| Alps Advisors Inc | 5,409 | $306.6K | 0.00% | +35+0.7% | Added |
| Morris Retirement Advisors, LLC | 5,388 | $305.4K | 0.21% | +5,388 | New |
| StoneX Group Inc. | 5,371 | $304.4K | 0.03% | +524+10.8% | Added |
| Edgewood Management LLC | 5,360 | $303.8K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 5,359 | $303.7K | 0.16% | +230+4.5% | Added |
| Soltis Investment Advisors LLC | 5,342 | $302.8K | 0.04% | +15+0.3% | Added |
| Hexagon Capital Partners LLC | 5,340 | $302.7K | 0.08% | +18+0.3% | Added |
| Evermay Wealth Management LLC | 5,337 | $302.5K | 0.06% | 00.0% | Unchanged |
| 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 |
| Accuvest Global Advisors | 5,282 | $299.0K | 0.15% | +5,282 | New |
| New Hampshire Trust | 5,272 | $298.8K | 0.08% | +94+1.8% | Added |
| Smithfield Trust Co | 5,241 | $298.0K | 0.02% | −1,289−19.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,967 | $297.7K | 0.12% | +202+4.2% | Added |
| WESPAC Advisors SoCal, LLC | 5,205 | $295.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Evoke Wealth, LLC | 5,196 | $294.5K | 0.01% | +104+2.0% | Added |
| Fulton Bank, N.A. | 5,182 | $293.7K | 0.01% | −1,581−23.4% | Reduced |
| River Wealth Advisors LLC | 5,157 | $292.3K | 0.05% | +202+4.1% | Added |
| Hyman Charles D | 5,158 | $292.0K | 0.02% | −223−4.1% | Reduced |
| Narus Financial Partners, LLC | 5,138 | $291.2K | 0.15% | +265+5.4% | Added |
| Lazari Capital Management, Inc. | 5,084 | $288.2K | 0.16% | +5,084 | New |
| BlackDiamond Wealth Management Inc. | 4,402 | $288.1K | 0.24% | +4,402 | New |
| Independent Financial Group, LLC | 5,061 | $286.9K | 0.02% | +5,061 | New |
| Chilton Capital Management LLC | 5,056 | $286.6K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,047 | $286.0K | 0.06% | +195+4.0% | Added |
| Mirabella Financial Services LLP | 5,037 | $285.5K | 0.03% | +5,037 | New |
| Haverford Trust Co | 5,022 | $284.6K | 0.00% | −864−14.7% | Reduced |
| Graypoint LLC | 5,022 | $284.6K | 0.03% | +5,022 | New |
| Viewpoint Capital Management LLC | 5,000 | $283.4K | 0.22% | +5,000 | New |
| Capital Investment Advisors, LLC | 4,983 | $282.5K | 0.01% | −609−10.9% | Reduced |
| Vista Private Wealth Partners. LLC | 4,965 | $282.4K | 0.12% | +40+0.8% | Added |
| United Bank | 4,963 | $281.3K | 0.16% | +4,963 | New |
| B.O.S.S. Retirement Advisors, LLC | 4,952 | $280.7K | 0.06% | +4,952 | New |
| Joel Isaacson & Co., LLC | 4,949 | $280.5K | 0.02% | −723−12.7% | Reduced |
| Tompkins Financial Corp | 4,935 | $279.7K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 4,927 | $279.3K | 0.03% | +415+9.2% | Added |
| Beta Wealth Group, Inc. | 4,900 | $277.7K | 0.16% | +600+14.0% | Added |
| Norway Savings Bank | 4,895 | $277.4K | 0.15% | −75−1.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,887 | $277.0K | 0.01% | −356−6.8% | Reduced |
| Golden Green, Inc. | 4,874 | $276.3K | 0.30% | −70−1.4% | Reduced |
| Future Fund LLC | 4,863 | $275.6K | 2.62% | +4,863 | New |
| Allstate Corp | 4,854 | $275.1K | 0.02% | −174−3.5% | Reduced |
| Red Door Wealth Management, LLC | 4,848 | $274.8K | 0.06% | +4,848 | New |
| Curated Wealth Partners LLC | 4,846 | $274.7K | 0.05% | −125−2.5% | Reduced |
| First Financial Bank - Trust Division | 4,845 | $274.6K | 0.03% | −103,145−95.5% | Reduced |
| Private Trust Co NA | 4,841 | $274.4K | 0.03% | +2,299+90.4% | Added |