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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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q3 2023

Institutional positions in Schwab Charles Corp as of Sep 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
1,740
−11 vs. Q2 2023
Shares held
1.47B
+3.69M (+0.3%) vs. Q2 2023
Total value
$80.5B
−$2.41B (−2.9%) vs. Q2 2023
New holders
144
746 more added
Sold out
155
633 more reduced

24 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,740 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ3 2023: $80.5B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2023.

Institutions holding SCHW in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Laurel Wealth Advisors LLC1$550.00%00.0%Unchanged
Sofos Investments, Inc.1$620.00%−56−98.2%Reduced
Gordian Capital Singapore Pte Ltd3$1640.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC4$2200.00%+4New
Spartan Planning & Wealth Management5$2750.00%+5New
USA Financial Portformulas Corp7$3840.00%00.0%Unchanged
ING Groep NV9$4940.00%−40,407−100.0%Reduced
Wolff Wiese Magana LLC10$5620.00%00.0%Unchanged
Bank of New Hampshire15$8240.00%−125−89.3%Reduced
Robinswood Financial LLC17$9330.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.17$9450.00%+17New
ClariVest Asset Management LLC14$1.00K0.00%+14New
Rise Advisors, LLC20$1.11K0.00%00.0%Unchanged
Westside Investment Management, Inc.25$1.37K0.00%00.0%Unchanged
Tfo-TDC, LLC25$1.42K0.00%00.0%Unchanged
HBC Financial Services, PLLC50$2.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC50$2.77K0.00%00.0%Unchanged
Paladin Advisory Group, LLC52$2.85K0.00%00.0%Unchanged
TSFG, LLC46$3.00K0.00%00.0%Unchanged
Avion Wealth79$3.00K0.00%+44+125.7%Added
Moisand Fitzgerald Tamayo, LLC55$3.03K0.00%+21+61.8%Added
Costello Asset Management, INC60$3.29K0.00%00.0%Unchanged
Eagle Bay Advisors LLC60$3.29K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.62$3.40K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC66$3.63K0.00%00.0%Unchanged
Focused Wealth Management, Inc73$4.03K0.00%+20+37.7%Added
Missouri Trust & Investment Co78$4.28K0.00%−1−1.3%Reduced
Cherry Tree Wealth Management, LLC87$4.79K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.90$4.95K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC95$5.22K0.00%+68+251.9%Added
Miller Wealth Advisors, LLC100$5.49K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC103$5.66K0.01%−100−49.3%Reduced
Red Tortoise LLC106$5.82K0.00%00.0%Unchanged
Robbins Farley LLC108$5.93K0.00%+108New
Farmers & Merchants Trust Co of Chambersburg PA115$6.00K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.114$6.26K0.00%00.0%Unchanged
Center for Financial Planning, Inc.118$6.48K0.00%00.0%Unchanged
First Pacific Financial125$6.86K0.00%00.0%Unchanged
Highlander Capital Management, LLC136$7.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC129$7.08K0.00%00.0%Unchanged
McIlrath & Eck, LLC130$7.15K0.00%−133−50.6%Reduced
New England Capital Financial Advisors LLC139$7.65K0.01%−200−59.0%Reduced
Creative Capital Management Investments LLC145$7.96K0.01%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna145$7.96K0.00%+145New
Sound Income Strategies, LLC149$8.18K0.00%00.0%Unchanged
Gables Capital Management Inc.149$8.18K0.01%00.0%Unchanged
Park Place Capital Corp149$8.18K0.00%00.0%Unchanged
Mascoma Wealth Management LLC150$8.23K0.00%00.0%Unchanged
Hoese & Co LLP152$8.34K0.01%00.0%Unchanged
Arcadia Investment Management Corp161$8.84K0.00%00.0%Unchanged
Winch Advisory Services, LLC161$9.00K0.00%+1+0.6%Added
RFP Financial Group LLC164$9.00K0.00%00.0%Unchanged
Cambridge Trust Co169$9.28K0.00%+169New
PayPay Securities Corp172$9.44K0.46%+172New
Tradewinds Capital Management, LLC172$9.45K0.00%+1+0.6%Added
Clear Investment Research, LLC180$9.88K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC181$9.94K0.00%00.0%Unchanged
Archer Investment Corp182$10.0K0.00%+182New
Chelsea Counsel Co185$10.2K0.01%+185New
First Community Trust NA188$10.3K0.01%00.0%Unchanged
Gleason Group, Inc.189$10.4K0.00%+1+0.5%Added
Silicon Valley Capital Partners194$10.6K0.00%+1+0.5%Added
Chesapeake Asset Management LLC200$11.0K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.200$11.0K0.00%00.0%Unchanged
Provence Wealth Management Group200$11.0K0.01%+200New
Benjamin Edwards Inc209$11.0K0.00%00.0%Unchanged
Halpern Financial, Inc.202$11.1K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC226$12.4K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc232$12.7K0.00%−86−27.0%Reduced
Steward Financial Group LLC243$13.0K0.00%+243New
Family Management Corp239$13.1K0.00%+239New
HighMark Wealth Management LLC253$13.9K0.01%−121−32.4%Reduced
Cassady Schiller Wealth Management, LLC259$14.2K0.01%00.0%Unchanged
Global Trust Asset Management, LLC266$14.6K0.01%−255−48.9%Reduced
Sugarloaf Wealth Management, LLC275$15.1K0.00%−55−16.7%Reduced
Beaird Harris Wealth Management, LLC277$15.2K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC260$15.4K0.02%00.0%Unchanged
Trifecta Capital Advisors, LLC282$15.5K0.00%00.0%Unchanged
Bellevue Asset Management, LLC286$15.7K0.01%+1+0.4%Added
Financial Synergies Wealth Advisors, Inc.290$15.9K0.00%−14−4.6%Reduced
GPS Wealth Strategies Group, LLC300$16.5K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC208$17.3K0.01%+94+82.5%Added
Investors Research Corp319$17.5K0.00%+29+10.0%Added
Cornerstone Planning Group LLC321$17.6K0.01%−66−17.1%Reduced
Raffa Wealth Management, LLC321$17.6K0.01%00.0%Unchanged
Princeton Global Asset Management LLC323$17.7K0.01%+1+0.3%Added
Hazlett, Burt & Watson, Inc.328$18.0K0.01%−266−44.8%Reduced
Sturgeon Ventures LLP328$18.0K0.02%00.0%Unchanged
Glass Jacobson Investment Advisors llc331$18.1K0.01%+1+0.3%Added
NewSquare Capital LLC338$18.6K0.00%+234+225.0%Added
Essex Investment Management Co LLC341$18.7K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC343$18.8K0.01%+343New
Harvest Fund Management Co., Ltd359$20.0K0.00%−3,242−90.0%Reduced
Jones Financial Companies LLLP367$20.1K0.00%−2,021−84.6%Reduced
IAG Wealth Partners, LLC370$20.3K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.392$21.5K0.01%+23+6.2%Added
Cedar Mountain Advisors, LLC392$21.5K0.01%+1+0.3%Added
Bourgeon Capital Management LLC400$22.0K0.01%00.0%Unchanged
IMA Wealth, Inc.400$22.0K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO400$22.0K0.01%+400New