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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 4,835 | $274.0K | 0.04% | +4,835 | New |
| StrongBox Wealth, LLC | 4,822 | $273.3K | 0.17% | +4,822 | New |
| Enterprise Financial Services Corp | 4,820 | $273.2K | 0.17% | +650+15.6% | Added |
| Court Place Advisors, LLC | 4,800 | $272.1K | 0.10% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 4,793 | $272.0K | 0.02% | +4,793 | New |
| N.E.W. Advisory Services LLC | 4,761 | $269.8K | 0.04% | −102−2.1% | Reduced |
| Mayflower Financial Advisors, LLC | 4,758 | $269.7K | 0.03% | +860+22.1% | Added |
| Noesis Capital Mangement Corp | 4,753 | $269.4K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,748 | $269.1K | 0.02% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,743 | $268.9K | 0.10% | +867+22.4% | Added |
| Proequities, Inc. | 4,740 | $268.7K | 0.02% | +141+3.1% | Added |
| Willis Johnson & Associates, Inc. | 4,738 | $268.5K | 0.03% | +331+7.5% | Added |
| Cornerstone Wealth Management, LLC | 4,725 | $267.8K | 0.02% | +4,725 | New |
| Alyeska Investment Group, L.P. | 4,701 | $266.5K | 0.00% | −239,897−98.1% | Reduced |
| Verus Capital Partners, LLC | 4,694 | $266.0K | 0.04% | −1,685−26.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,670 | $264.7K | 0.03% | −574−10.9% | Reduced |
| Old Mission Investment Co LLC | 4,650 | $263.6K | 0.10% | +525+12.7% | Added |
| FSB Premier Wealth Management, Inc. | 4,640 | $263.0K | 0.14% | +365+8.5% | Added |
| Israel Discount Bank of New York | 4,632 | $262.5K | 0.21% | −754−14.0% | Reduced |
| Essex LLC | 4,614 | $261.5K | 0.07% | +570+14.1% | Added |
| Alpha Cubed Investments, LLC | 4,606 | $261.1K | 0.02% | −597−11.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,599 | $260.7K | 0.06% | +42+0.9% | Added |
| Balentine LLC | 4,591 | $260.2K | 0.01% | −886−16.2% | Reduced |
| Gryphon Financial Partners LLC | 4,545 | $257.6K | 0.06% | −490−9.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 4,529 | $256.7K | 0.01% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,528 | $256.6K | 0.11% | +471+11.6% | Added |
| J.W. Cole Advisors, Inc. | 4,524 | $256.4K | 0.02% | +4,524 | New |
| CTC Alternative Strategies, Ltd. | 4,500 | $255.1K | 0.32% | +4,500 | New |
| Lester Murray Antman dba SimplyRich | 4,510 | $255.0K | 0.09% | −31−0.7% | Reduced |
| Barnett & Company, Inc. | 4,487 | $254.3K | 0.19% | +4,487 | New |
| Edgestream Partners, L.P. | 4,477 | $253.8K | 0.02% | +4,477 | New |
| Horan Securities, Inc. | 4,474 | $253.6K | 0.11% | +4,231+1,741.2% | Added |
| Vantage Consulting Group Inc | 4,449 | $252.2K | 0.15% | +112+2.6% | Added |
| Syntax Advisors, LLC | 4,449 | $252.2K | 0.20% | +112+2.6% | Added |
| Peterson Wealth Services | 4,413 | $252.2K | 0.12% | +4,413 | New |
| Transcend Wealth Collective, LLC | 4,430 | $251.1K | 0.02% | +431+10.8% | Added |
| Accurate Wealth Management, LLC | 4,288 | $250.9K | 0.08% | +4,288 | New |
| Mather Group, LLC. | 4,426 | $250.8K | 0.00% | +342+8.4% | Added |
| Delta Financial Advisors LLC | 4,422 | $250.6K | 0.11% | −259−5.5% | Reduced |
| Mystic Asset Management, Inc. | 4,417 | $250.4K | 0.13% | +4,417 | New |
| Kovack Advisors, Inc. | 4,405 | $249.7K | 0.03% | +4,405 | New |
| Welch Group, LLC | 4,404 | $249.6K | 0.01% | +13+0.3% | Added |
| Brighton Jones LLC | 4,388 | $248.7K | 0.01% | +4,388 | New |
| Affinity Capital Advisors, LLC | 4,361 | $247.2K | 0.07% | −83−1.9% | Reduced |
| Almanack Investment Partners, LLC. | 4,348 | $246.4K | 0.04% | +4,348 | New |
| L2 Asset Management, LLC | 4,347 | $246.4K | 0.12% | +302+7.5% | Added |
| Endurance Wealth Management, Inc. | 4,332 | $246.0K | 0.03% | +150+3.6% | Added |
| Baker Avenue Asset Management, LP | 4,333 | $245.6K | 0.01% | −11,785−73.1% | Reduced |
| Miramar Capital, LLC | 4,332 | $245.5K | 0.06% | +4,332 | New |
| Integral Investment Advisors, Inc. | 4,324 | $245.1K | 0.16% | +300+7.5% | Added |
| Capital Square, LLC | 4,311 | $244.3K | 0.23% | +4,311 | New |
| SageView Advisory Group, LLC | 4,304 | $243.9K | 0.01% | +4,304 | New |
| Ledyard National Bank | 4,300 | $243.7K | 0.03% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,280 | $242.6K | 0.06% | +4,280 | New |
| Marshall Financial Group LLC | 4,279 | $242.5K | 0.08% | +317+8.0% | Added |
| Forte Capital LLC | 4,266 | $241.8K | 0.03% | −369−8.0% | Reduced |
| Collective Family Office LLC | 4,264 | $241.7K | 0.09% | +5+0.1% | Added |
| Investors Asset Management of Georgia Inc | 4,250 | $240.9K | 0.12% | +375+9.7% | Added |
| PFG Investments, LLC | 4,242 | $240.4K | 0.04% | +4,242 | New |
| Souders Financial Advisors | 4,228 | $239.6K | 0.05% | −87−2.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,226 | $239.5K | 0.08% | +4,226 | New |
| Avestar Capital, LLC | 4,221 | $239.2K | 0.04% | +1,419+50.6% | Added |
| Simon Quick Advisors, LLC | 4,210 | $238.6K | 0.02% | +4,210 | New |
| Beaumont Financial Advisors, LLC | 4,164 | $236.0K | 0.02% | +311+8.1% | Added |
| Jacobi Capital Management LLC | 4,162 | $235.9K | 0.03% | −137−3.2% | Reduced |
| Warren Averett Asset Management, LLC | 4,157 | $235.6K | 0.01% | +4,157 | New |
| Rosenbaum Jay D. | 4,150 | $235.2K | 0.38% | −22−0.5% | Reduced |
| Claro Advisors LLC | 4,145 | $234.9K | 0.06% | +4,145 | New |
| West Family Investments, Inc. | 4,135 | $234.4K | 0.09% | +33+0.8% | Added |
| Stock Yards Bank & Trust Co | 4,116 | $233.3K | 0.01% | −1,296−23.9% | Reduced |
| Equitable Trust Co | 4,113 | $233.1K | 0.02% | −1,617−28.2% | Reduced |
| Lodestar Private Asset Management LLC | 4,108 | $232.8K | 0.04% | +16+0.4% | Added |
| Octavia Wealth Advisors, LLC | 4,102 | $232.5K | 0.05% | +4,102 | New |
| Van Strum & Towne Inc. | 4,100 | $232.4K | 0.10% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 4,096 | $232.2K | 0.21% | +4,096 | New |
| CKW Financial Group | 4,100 | $232.0K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 4,085 | $231.5K | 0.03% | +4,085 | New |
| Cypress Capital Group | 4,084 | $231.5K | 0.03% | +4,084 | New |
| Sanders Morris Harris LLC | 4,000 | $230.9K | 0.05% | +4,000 | New |
| Private Capital Management LLC | 4,049 | $229.5K | 0.07% | +11+0.3% | Added |
| KG&L Capital Management,LLC | 4,045 | $229.3K | 0.11% | +4,045 | New |
| Arlington Partners LLC | 4,027 | $228.3K | 0.04% | +3,488+647.1% | Added |
| Triad Investment Management | 4,001 | $226.8K | 0.32% | −4−0.1% | Reduced |
| Alta Advisers Ltd | 4,000 | $226.7K | 0.13% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 3,987 | $226.4K | 0.14% | +3,987 | New |
| First Business Financial Services, Inc. | 3,994 | $226.4K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 3,984 | $225.8K | 0.06% | −12,879−76.4% | Reduced |
| Level Four Advisory Services, LLC | 3,958 | $224.3K | 0.01% | +3,958 | New |
| Banco Santander, S.A. | 3,955 | $224.2K | 0.00% | +3,955 | New |
| GSB Wealth Management, LLC | 3,925 | $222.5K | 0.07% | +3,925 | New |
| Capital Asset Advisory Services LLC | 3,800 | $222.4K | 0.02% | +3,800 | New |
| Westshore Wealth, LLC | 3,921 | $222.2K | 0.11% | +94+2.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,880 | $222.0K | 0.01% | +3,880 | New |
| Prosperity Wealth Management, Inc. | 3,914 | $221.8K | 0.15% | −2,388−37.9% | Reduced |
| Grandfield & Dodd, LLC | 3,885 | $220.2K | 0.02% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,880 | $219.9K | 0.11% | +3,880 | New |
| Purus Wealth Management, LLC | 3,865 | $219.1K | 0.14% | −1,172−23.3% | Reduced |
| SFG Wealth Management, LLC. | 3,850 | $218.2K | 0.18% | +3,850 | New |
| Fortem Financial Group, LLC | 3,842 | $217.8K | 0.13% | +3,842 | New |
| RMB Capital Management, LLC | 3,841 | $217.7K | 0.01% | −570−12.9% | Reduced |