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 |
|---|---|---|---|---|---|
| Steel Canyon Capital, LLC | 26,589 | $1.51M | 2.38% | +22,559+559.8% | Added |
| Johnson Financial Group, Inc. | 26,549 | $1.50M | 0.10% | −1,222−4.4% | Reduced |
| Comerica Securities,inc. | 26,453 | $1.50M | 0.10% | +9,175+53.1% | Added |
| Gotham Asset Management, LLC | 26,192 | $1.48M | 0.03% | −5,092−16.3% | Reduced |
| Kinsale Capital Group, Inc. | 26,094 | $1.48M | 0.89% | +10,995+72.8% | Added |
| Panagora Asset Management Inc | 25,994 | $1.47M | 0.01% | −161,596−86.1% | Reduced |
| Palisade Asset Management, LLC | 25,925 | $1.47M | 0.17% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 25,912 | $1.47M | 0.22% | −257−1.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 20,703 | $1.47M | 0.14% | +20,703 | New |
| Skylands Capital, LLC | 25,750 | $1.46M | 0.21% | +16,400+175.4% | Added |
| Aspiriant, LLC | 25,711 | $1.46M | 0.07% | −290−1.1% | Reduced |
| Carmel Capital Partners, LLC | 25,683 | $1.46M | 0.75% | +3,850+17.6% | Added |
| Kinneret Advisory, LLC | 25,629 | $1.45M | 0.17% | 00.0% | Unchanged |
| Bollard Group LLC | 25,625 | $1.45M | 0.05% | +25,625 | New |
| HBK Sorce Advisory LLC | 25,590 | $1.45M | 0.06% | +25,590 | New |
| Salem Investment Counselors Inc | 25,579 | $1.45M | 0.05% | +13,206+106.7% | Added |
| Covey Capital Advisors, LLC | 25,426 | $1.44M | 2.09% | −2,000−7.3% | Reduced |
| Money Concepts Capital Corp | 25,246 | $1.43M | 0.15% | +25,246 | New |
| Continuum Advisory, LLC | 25,102 | $1.42M | 0.23% | +4,376+21.1% | Added |
| NJ State Employees Deferred Compensation Plan | 25,000 | $1.42M | 0.20% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 25,000 | $1.42M | 0.27% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 25,000 | $1.42M | 0.21% | +15,000+150.0% | Added |
| Platinum Investment Management Ltd | 25,000 | $1.42M | 0.05% | +25,000 | New |
| Diversified Investment Strategies, LLC | 24,887 | $1.41M | 1.04% | +375+1.5% | Added |
| Signaturefd, LLC | 24,789 | $1.41M | 0.04% | +7,128+40.4% | Added |
| Difesa Capital Management, LP | 24,775 | $1.40M | 3.69% | −925−3.6% | Reduced |
| Armstrong Henry H Associates Inc | 24,591 | $1.39M | 0.15% | −3,000−10.9% | Reduced |
| Argus Investors' Counsel, Inc. | 24,588 | $1.39M | 0.97% | +24,588 | New |
| E. Ohman J:or Asset Management AB | 24,500 | $1.39M | 0.05% | +24,500 | New |
| Bard Financial Services, Inc. | 24,475 | $1.39M | 0.11% | +19,300+372.9% | Added |
| Rossmore Private Capital | 24,391 | $1.38M | 0.21% | −90.0% | Reduced |
| InTrack Investment Management Inc | 24,232 | $1.37M | 1.12% | +8,420+53.3% | Added |
| Buckingham Strategic Wealth, LLC | 24,078 | $1.36M | 0.02% | +1,757+7.9% | Added |
| Park Avenue Securities LLC | 24,056 | $1.36M | 0.02% | +5,526+29.8% | Added |
| Left Brain Wealth Management, LLC | 24,041 | $1.36M | 0.83% | +19,496+429.0% | Added |
| Integrated Wealth Concepts LLC | 24,040 | $1.36M | 0.02% | +7,934+49.3% | Added |
| Dakota Wealth Management | 23,915 | $1.36M | 0.06% | −96,366−80.1% | Reduced |
| Alpha DNA Investment Management LLC | 23,819 | $1.35M | 0.77% | +8,558+56.1% | Added |
| Regions Financial Corp | 23,781 | $1.35M | 0.01% | +6,874+40.7% | Added |
| 1st Source Bank | 23,666 | $1.34M | 0.09% | −802−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 23,647 | $1.34M | 0.05% | −1,073−4.3% | Reduced |
| Chesley Taft & Associates LLC | 23,608 | $1.34M | 0.08% | −305−1.3% | Reduced |
| Cape Investment Advisory, Inc. | 23,546 | $1.33M | 0.75% | +4,311+22.4% | Added |
| Granite Investment Partners, LLC | 23,541 | $1.33M | 0.05% | −4,690−16.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,511 | $1.33M | 0.09% | +3,183+15.7% | Added |
| MidWestOne Financial Group, Inc. | 23,365 | $1.32M | 0.29% | +3,630+18.4% | Added |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $1.31M | 0.39% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 23,111 | $1.31M | 0.25% | +23,111 | New |
| Investment House LLC | 23,100 | $1.31M | 0.10% | +23,100 | New |
| Veriti Management LLC | 23,016 | $1.30M | 0.15% | +3,736+19.4% | Added |
| Lincoln National Corp | 22,975 | $1.30M | 0.03% | +7,751+50.9% | Added |
| Wilson & Boucher Capital Management, LLC | 22,900 | $1.30M | 1.17% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 22,887 | $1.30M | 0.26% | 00.0% | Unchanged |
| Bank of Hawaii | 22,881 | $1.30M | 0.07% | −64−0.3% | Reduced |
| World Equity Group, Inc. | 22,873 | $1.30M | 0.38% | −4,753−17.2% | Reduced |
| Leonteq Securities AG | 22,873 | $1.30M | 0.13% | +1,610+7.6% | Added |
| Golden State Equity Partners | 22,809 | $1.29M | 0.36% | +5,645+32.9% | Added |
| Corton Capital Inc. | 22,729 | $1.29M | 0.60% | +22,729 | New |
| Capital Investment Advisory Services, LLC | 22,656 | $1.28M | 0.13% | +18,079+395.0% | Added |
| Tiaa, FSB | 22,624 | $1.28M | 0.00% | +1,270+5.9% | Added |
| AXS Investments LLC | 22,589 | $1.28M | 0.34% | +4,129+22.4% | Added |
| RBF Capital, LLC | 22,500 | $1.28M | 0.08% | −31,500−58.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,520 | $1.28M | 0.14% | +22,520 | New |
| Belpointe Asset Management LLC | 22,479 | $1.27M | 0.13% | −31,941−58.7% | Reduced |
| HB Wealth Management, LLC | 22,477 | $1.27M | 0.02% | +7,126+46.4% | Added |
| Wright Investors Service Inc | 22,347 | $1.27M | 0.36% | −10,075−31.1% | Reduced |
| Centaurus Financial, Inc. | 22,251 | $1.26M | 0.11% | −7,162−24.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 22,018 | $1.25M | 0.05% | −92−0.4% | Reduced |
| Everence Capital Management Inc | 23,590 | $1.24M | 0.10% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 21,846 | $1.24M | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 21,765 | $1.23M | 0.06% | −28,429−56.6% | Reduced |
| Mach-1 Financial Group, Inc. | 21,747 | $1.23M | 0.49% | +21,179+3,728.7% | Added |
| Quantinno Capital Management LP | 21,575 | $1.22M | 0.07% | −4,772−18.1% | Reduced |
| Bensler, LLC | 21,576 | $1.22M | 0.23% | −59−0.3% | Reduced |
| DoubleLine ETF Adviser LP | 21,495 | $1.22M | 0.45% | +638+3.1% | Added |
| Credit Agricole S A | 21,479 | $1.22M | 0.04% | +3,705+20.8% | Added |
| Linker Capital Management Inc. | 21,477 | $1.22M | 1.28% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 21,460 | $1.22M | 0.69% | −813−3.7% | Reduced |
| Ostrum Asset Management | 21,445 | $1.22M | 0.10% | +45+0.2% | Added |
| Virtu Financial LLC | 21,428 | $1.22M | 0.09% | +21,428 | New |
| Moors & Cabot, Inc. | 21,412 | $1.21M | 0.08% | +9,547+80.5% | Added |
| South Dakota Investment Council | 21,275 | $1.21M | 0.03% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 21,255 | $1.20M | 1.13% | +6,950+48.6% | Added |
| Crescent Grove Advisors, LLC | 21,194 | $1.20M | 0.13% | +200+1.0% | Added |
| Harbour Capital Advisors, LLC | 20,727 | $1.20M | 0.35% | −1,045−4.8% | Reduced |
| C2C Wealth Management, LLC | 20,280 | $1.19M | 0.16% | +35+0.2% | Added |
| Thomasville National Bank | 21,080 | $1.19M | 0.11% | −86−0.4% | Reduced |
| HM Payson & Co | 21,078 | $1.19M | 0.03% | −118−0.6% | Reduced |
| Tudor Investment Corp Et Al | 21,057 | $1.19M | 0.02% | −79,990−79.2% | Reduced |
| Verition Fund Management LLC | 20,987 | $1.19M | 0.02% | −65,453−75.7% | Reduced |
| Garner Asset Management Corp | 20,888 | $1.18M | 0.69% | −6,343−23.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 20,870 | $1.18M | 0.05% | +150+0.7% | Added |
| Quantbot Technologies LP | 20,865 | $1.18M | 0.08% | −220,162−91.3% | Reduced |
| Monetta Financial Services Inc | 20,800 | $1.18M | 1.15% | +20,800 | New |
| Pettyjohn, Wood & White, Inc | 20,593 | $1.17M | 0.27% | +1,825+9.7% | Added |
| Sowell Financial Services LLC | 20,505 | $1.16M | 0.06% | +11,674+132.2% | Added |
| Cove Street Capital, LLC | 20,500 | $1.16M | 0.36% | +9,500+86.4% | Added |
| SkyView Investment Advisors, LLC | 20,485 | $1.16M | 0.29% | −14,674−41.7% | Reduced |
| Leavell Investment Management, Inc. | 20,333 | $1.15M | 0.08% | +9,486+87.5% | Added |
| Strategic Wealth Partners, Ltd. | 20,290 | $1.15M | 0.15% | +20,290 | New |