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 | 2,173 | $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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1,340 | $76.0K | 0.01% | +1,004+298.8% | Added |
| Core Alternative Capital | 1,287 | $72.9K | 0.01% | +121+10.4% | Added |
| Monetary Management Group Inc | 1,250 | $70.8K | 0.02% | −250−16.7% | Reduced |
| Belvedere Trading LLC | 1,248 | $70.7K | 0.02% | −1,261−50.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,246 | $70.6K | 0.01% | +929+293.1% | Added |
| Oakworth Capital, Inc. | 1,200 | $68.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,181 | $66.9K | 0.03% | +31+2.7% | Added |
| Sunbelt Securities, Inc. | 1,132 | $64.2K | 0.01% | +239+26.8% | Added |
| Zions Bancorporation, N.A. | 1,096 | $62.1K | 0.01% | −24−2.1% | Reduced |
| Baystate Wealth Management LLC | 1,090 | $61.8K | 0.01% | +5+0.5% | Added |
| Hoey Investments, Inc | 1,055 | $59.8K | 0.02% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 1,020 | $58.0K | 0.04% | +70+7.4% | Added |
| Heritage Wealth Advisors | 1,000 | $56.7K | 0.00% | −495−33.1% | Reduced |
| West Paces Advisors Inc. | 985 | $55.8K | 0.02% | +15+1.5% | Added |
| WR Wealth Planners, LLC | 970 | $55.0K | 0.02% | +602+163.6% | Added |
| Atlantic Trust, LLC | 925 | $52.4K | 0.02% | +532+135.4% | Added |
| Sutton Wealth Advisors Inc. | 906 | $51.4K | 0.02% | +517+132.9% | Added |
| Field & Main Bank | 900 | $51.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 881 | $51.0K | 0.00% | +81+10.1% | Added |
| Richard W. Paul & Associates, LLC | 870 | $49.3K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 839 | $48.0K | 0.00% | −242−22.4% | Reduced |
| PSI Advisors, LLC | 830 | $47.0K | 0.02% | +630+315.0% | Added |
| Byrne Asset Management LLC | 827 | $47.0K | 0.03% | −275−25.0% | Reduced |
| Rock Creek Group, LP | 823 | $46.6K | 0.01% | −152−15.6% | Reduced |
| Gould Capital, LLC | 800 | $45.3K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 799 | $45.3K | 0.01% | −4,588−85.2% | Reduced |
| Systematic Alpha Investments, LLC | 781 | $44.3K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 765 | $43.4K | 0.03% | −106−12.2% | Reduced |
| First PREMIER Bank | 715 | $41.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 707 | $40.1K | 0.04% | −1,025−59.2% | Reduced |
| Trust Co of Vermont | 700 | $39.7K | 0.00% | +59+9.2% | Added |
| WFA of San Diego, LLC | 684 | $38.8K | 0.04% | +684 | New |
| Earnest Partners LLC | 682 | $38.7K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 665 | $37.7K | 0.01% | −335−33.5% | Reduced |
| Beacon Capital Management, LLC | 647 | $36.7K | 0.01% | +177+37.7% | Added |
| Capital Advisors, Ltd. LLC | 639 | $36.0K | 0.01% | +639 | New |
| Arrow Financial Corp | 625 | $35.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 624 | $35.4K | 0.01% | +259+71.0% | Added |
| 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 |
| Hazlett, Burt & Watson, Inc. | 594 | $34.0K | 0.03% | −59−9.0% | Reduced |
| Sittner & Nelson, LLC | 592 | $33.6K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 582 | $33.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 561 | $32.4K | 0.00% | −35−5.9% | Reduced |
| Buck Wealth Strategies, LLC | 571 | $32.4K | 0.01% | +3+0.5% | Added |
| JFS Wealth Advisors, LLC | 568 | $32.2K | 0.00% | −492−46.4% | 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 |
| CVA Family Office, LLC | 563 | $31.9K | 0.01% | −164−22.6% | Reduced |
| SJS Investment Consulting Inc. | 548 | $31.1K | 0.01% | +507+1,236.6% | Added |
| Abound Wealth Management | 531 | $30.1K | 0.01% | +51+10.6% | Added |
| KB Financial Partners, LLC | 524 | $30.0K | 0.01% | −15,438−96.7% | Reduced |
| Rocky Mountain Advisers, LLC | 571 | $29.9K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 521 | $29.5K | 0.01% | +450+633.8% | Added |
| AlphaMark Advisors, LLC | 500 | $28.0K | 0.01% | +500 | New |
| Your Advocates Ltd., LLP | 477 | $27.0K | 0.01% | +7+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 468 | $26.5K | 0.01% | +144+44.4% | Added |
| Loomis Sayles & Co L P | 451 | $26.0K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 452 | $25.6K | 0.02% | +452 | New |
| Key Financial Inc | 447 | $25.3K | 0.01% | +264+144.3% | Added |
| Financial Connections Group, Inc. | 447 | $25.0K | 0.02% | −335−42.8% | Reduced |
| Tyler-Stone Wealth Management | 400 | $23.0K | 0.01% | +400 | New |
| IMA Wealth, Inc. | 400 | $22.7K | 0.01% | +100+33.3% | Added |
| Bourgeon Capital Management LLC | 400 | $22.7K | 0.01% | +400 | New |
| Cedar Mountain Advisors, LLC | 391 | $22.2K | 0.01% | +216+123.4% | Added |
| Cornerstone Planning Group LLC | 387 | $21.9K | 0.01% | +387 | New |
| Worth Asset Management, LLC | 384 | $21.8K | 0.02% | −851−68.9% | Reduced |
| HighMark Wealth Management LLC | 374 | $21.2K | 0.02% | +1+0.3% | Added |
| IAG Wealth Partners, LLC | 370 | $21.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 369 | $20.9K | 0.01% | −325−46.8% | Reduced |
| Larson Financial Group LLC | 359 | $20.3K | 0.00% | −304−45.9% | Reduced |
| Safeguard Financial, LLC | 354 | $20.0K | 0.01% | +354 | New |
| Essex Investment Management Co LLC | 341 | $19.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 339 | $19.2K | 0.01% | +44+14.9% | Added |
| Industrial Alliance Investment Management Inc. | 343 | $19.0K | 0.01% | −8,413−96.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 330 | $18.7K | 0.00% | −885−72.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 330 | $18.7K | 0.01% | +330 | New |
| Sturgeon Ventures LLP | 328 | $18.6K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 322 | $18.3K | 0.01% | +1+0.3% | Added |
| Raffa Wealth Management, LLC | 321 | $18.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 318 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 304 | $17.2K | 0.00% | +24+8.6% | Added |
| GPS Wealth Strategies Group, LLC | 300 | $17.0K | 0.00% | +190+172.7% | Added |
| Investors Research Corp | 290 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 285 | $16.2K | 0.01% | +1+0.4% | Added |
| Knott David M Jr | 284 | $16.0K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 282 | $16.0K | 0.01% | −450−61.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 277 | $15.7K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 262 | $15.0K | 0.00% | −58−18.1% | Reduced |
| McIlrath & Eck, LLC | 263 | $14.9K | 0.00% | −40−13.2% | Reduced |
| Delos Wealth Advisors, LLC | 260 | $14.7K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 259 | $14.7K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 251 | $14.2K | 0.01% | +1+0.4% | Added |
| Register Financial Advisors LLC | 251 | $14.2K | 0.01% | +251 | New |
| Institutional & Family Asset Management, LLC | 226 | $12.8K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 209 | $12.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 209 | $12.0K | 0.01% | +209 | New |
| Halpern Financial, Inc. | 202 | $11.4K | 0.00% | −15−6.9% | Reduced |
| Chesapeake Asset Management LLC | 200 | $11.3K | 0.01% | −100−33.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 200 | $11.3K | 0.00% | +200 | New |