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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −12,950−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −10,754−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −12,223−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −12,049−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −11,810−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,011−100.0% | Sold out |
| Manhattan West Asset Management, LLC | 0 | $0 | 0.00% | −10,842−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −10,743−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −10,135−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −10,015−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,982−100.0% | Sold out |
| Private Asset Management Inc | 0 | $0 | 0.00% | −8,973−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,972−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −8,692−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8,468−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −7,608−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,465−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −6,501−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −6,390−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −6,257−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −5,994−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −5,980−100.0% | Sold out |
| Atlas Financial Advisors, Inc. | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,933−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −5,889−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −6,232−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,440−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,409−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −5,282−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,037−100.0% | Sold out |
| Beta Wealth Group, Inc. | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| First Financial Bank - Trust Division | 0 | $0 | 0.00% | −4,845−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −4,738−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −4,606−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,477−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −4,405−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −4,348−100.0% | Sold out |
| Miramar Capital, LLC | 0 | $0 | 0.00% | −4,332−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −4,311−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −4,279−100.0% | Sold out |
| Collective Family Office LLC | 0 | $0 | 0.00% | −4,264−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −4,145−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Grandfield & Dodd, LLC | 0 | $0 | 0.00% | −3,885−100.0% | Sold out |
| Sigma Investment Counselors Inc | 0 | $0 | 0.00% | −3,774−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Chiron Capital Management, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −3,671−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −3,618−100.0% | Sold out |
| Landaas & Co | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Acas, LLC | 0 | $0 | 0.00% | −3,584−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −2,297−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Adirondack Retirement Specialists, Inc. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Bradley Mark J. | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| Linker Capital Management Inc. | – | – | – | – | Not filed |
| Signature Wealth Management Group | – | – | – | – | Not filed |