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, 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 | 2,174 | $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, 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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 4,251 | $228.3K | 0.13% | +10.0% | Added |
| Verity & Verity, LLC | 4,160 | $228.4K | 0.03% | +75+1.8% | Added |
| Beaumont Financial Advisors, LLC | 4,176 | $229.3K | 0.02% | +12+0.3% | Added |
| Souders Financial Advisors | 4,177 | $229.3K | 0.04% | −51−1.2% | Reduced |
| Studio Investment Management LLC | 4,187 | $229.9K | 0.06% | +4,174+32,107.7% | Added |
| Haverford Trust Co | 4,197 | $230.4K | 0.00% | −825−16.4% | Reduced |
| RMB Capital Management, LLC | 4,222 | $231.8K | 0.01% | +381+9.9% | Added |
| Oak Harbor Wealth Partners, LLC | 4,228 | $232.1K | 0.08% | +20.0% | Added |
| Oak Thistle LLC | 4,236 | $232.6K | 0.07% | +4,236 | New |
| Cypress Capital Group | 4,247 | $233.2K | 0.03% | +163+4.0% | Added |
| BSW Wealth Partners | 4,250 | $233.3K | 0.05% | −797−15.8% | Reduced |
| Quantamental Technologies LLC | 4,253 | $233.5K | 0.22% | +4,253 | New |
| Verus Capital Partners, LLC | 4,254 | $233.5K | 0.03% | −440−9.4% | Reduced |
| Cable Hill Partners, LLC | 4,257 | $233.7K | 0.03% | +4,257 | New |
| Verdence Capital Advisors LLC | 4,272 | $234.5K | 0.03% | +4,272 | New |
| Gray Wealth Management Inc. | 4,274 | $234.6K | 0.12% | +394+10.2% | Added |
| Sweet Financial Partners, LLC | 4,280 | $235.0K | 0.06% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 4,581 | $235.1K | 0.45% | +485+11.8% | Added |
| Ledyard National Bank | 4,300 | $236.1K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,328 | $238.0K | 0.02% | −11,143−72.0% | Reduced |
| Wesbanco Bank Inc | 4,340 | $238.3K | 0.01% | +4,340 | New |
| SageView Advisory Group, LLC | 4,348 | $238.7K | 0.01% | +44+1.0% | Added |
| Affinity Capital Advisors, LLC | 4,351 | $238.9K | 0.07% | −10−0.2% | Reduced |
| Tompkins Financial Corp | 4,353 | $239.0K | 0.04% | −582−11.8% | Reduced |
| Integral Investment Advisors, Inc. | 4,381 | $240.5K | 0.17% | +57+1.3% | Added |
| Avestar Capital, LLC | 4,389 | $241.0K | 0.04% | +168+4.0% | Added |
| Astoria Portfolio Advisors LLC. | 4,689 | $241.1K | 0.12% | −278−5.6% | Reduced |
| Keystone Wealth Services, LLC | 4,401 | $241.6K | 0.09% | +4,401 | New |
| Welch Group, LLC | 4,415 | $242.4K | 0.01% | +11+0.2% | Added |
| J.W. Cole Advisors, Inc. | 4,419 | $242.6K | 0.02% | −105−2.3% | Reduced |
| Delta Financial Advisors LLC | 4,422 | $242.8K | 0.11% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,522 | $242.8K | 0.08% | +234+5.5% | Added |
| Peterson Wealth Management | 4,463 | $245.0K | 0.20% | −4,540−50.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,510 | $247.0K | 0.12% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 4,509 | $247.6K | 0.03% | −418−8.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 4,529 | $248.7K | 0.01% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,530 | $249.0K | 0.04% | −6,550−59.1% | Reduced |
| Horan Securities, Inc. | 4,563 | $250.5K | 0.13% | +89+2.0% | Added |
| Mystic Asset Management, Inc. | 4,567 | $250.7K | 0.14% | +150+3.4% | Added |
| Israel Discount Bank of New York | 4,580 | $251.4K | 0.21% | −52−1.1% | Reduced |
| RNC Capital Management LLC | 4,591 | $252.0K | 0.02% | −927−16.8% | Reduced |
| Essex LLC | 4,601 | $252.6K | 0.07% | −13−0.3% | Reduced |
| Wealthsource Partners, LLC | 4,604 | $252.8K | 0.02% | −971−17.4% | Reduced |
| Simon Quick Advisors, LLC | 4,614 | $253.3K | 0.02% | +404+9.6% | Added |
| Prosperitas Financial LLC | 4,619 | $253.6K | 0.20% | +4,619 | New |
| Manchester Financial Inc | 4,630 | $254.2K | 0.07% | +4,630 | New |
| Ferguson Wellman Capital Management, Inc | 4,641 | $254.8K | 0.01% | −246−5.0% | Reduced |
| Norway Savings Bank | 4,645 | $255.0K | 0.13% | −250−5.1% | Reduced |
| Court Place Advisors, LLC | 4,650 | $255.3K | 0.09% | −150−3.1% | Reduced |
| Massachusetts Wealth Management | 4,650 | $255.3K | 0.23% | +4,650 | New |
| Alpha Family Trust | 4,660 | $255.8K | 0.19% | +4,660 | New |
| Transcend Wealth Collective, LLC | 4,666 | $256.2K | 0.02% | +236+5.3% | Added |
| Steel Peak Wealth Management LLC | 4,674 | $256.6K | 0.02% | −41,455−89.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,704 | $258.3K | 0.03% | +34+0.7% | Added |
| Enterprise Financial Services Corp | 4,704 | $258.3K | 0.18% | −116−2.4% | Reduced |
| Qtron Investments LLC | 4,705 | $258.3K | 0.05% | −7,085−60.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,748 | $260.7K | 0.02% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 4,753 | $260.9K | 0.07% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 4,774 | $262.1K | 0.17% | −48−1.0% | Reduced |
| Waters Parkerson & Co., LLC | 4,793 | $263.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,796 | $263.3K | 0.06% | +2,960+161.2% | Added |
| Old Mission Investment Co LLC | 4,800 | $263.5K | 0.10% | +150+3.2% | Added |
| N.E.W. Advisory Services LLC | 4,807 | $263.9K | 0.04% | +46+1.0% | Added |
| Narus Financial Partners, LLC | 4,808 | $264.0K | 0.14% | −330−6.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,816 | $264.4K | 0.06% | +217+4.7% | Added |
| Vista Private Wealth Partners. LLC | 4,946 | $265.1K | 0.11% | −19−0.4% | Reduced |
| Peterson Wealth Services | 4,862 | $265.4K | 0.20% | +449+10.2% | Added |
| L2 Asset Management, LLC | 154 | $265.6K | 0.13% | −4,193−96.5% | Reduced |
| Golden Green, Inc. | 4,847 | $266.1K | 0.28% | −27−0.6% | Reduced |
| Allstate Corp | 4,854 | $266.5K | 0.02% | 00.0% | Unchanged |
| Enzi Wealth | 5,193 | $266.6K | 0.14% | 00.0% | Unchanged |
| Private Trust Co NA | 4,856 | $266.6K | 0.04% | +15+0.3% | Added |
| Everhart Financial Group, Inc. | 4,879 | $267.9K | 0.11% | +4,879 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,891 | $268.5K | 0.04% | −3,260−40.0% | Reduced |
| Camden Capital, LLC | 4,897 | $268.8K | 0.03% | +4,897 | New |
| Fulton Bank, N.A. | 4,916 | $269.9K | 0.01% | −266−5.1% | Reduced |
| Brighton Jones LLC | 4,930 | $270.6K | 0.01% | +542+12.4% | Added |
| Hyman Charles D | 4,930 | $271.0K | 0.02% | −228−4.4% | Reduced |
| Keel Point, LLC | 4,938 | $271.1K | 0.04% | −662−11.8% | Reduced |
| Arlington Partners LLC | 4,941 | $271.3K | 0.11% | +914+22.7% | Added |
| Arlington Trust Co LLC | 4,941 | $271.3K | 0.11% | +4,941 | New |
| Joel Isaacson & Co., LLC | 4,951 | $271.8K | 0.02% | +20.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,963 | $272.5K | 0.06% | +11+0.2% | Added |
| Viewpoint Capital Management LLC | 5,000 | $274.5K | 0.22% | 00.0% | Unchanged |
| Bank of Stockton | 5,370 | $276.2K | 0.10% | +5,370 | New |
| Chilton Capital Management LLC | 5,056 | $277.6K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,081 | $278.9K | 0.02% | +20+0.4% | Added |
| River Wealth Advisors LLC | 5,082 | $279.0K | 0.05% | −75−1.5% | Reduced |
| Trillium Asset Management, LLC | 5,111 | $281.0K | 0.01% | +5,111 | New |
| Balentine LLC | 5,140 | $282.2K | 0.01% | +549+12.0% | Added |
| Morris Retirement Advisors, LLC | 5,158 | $283.2K | 0.20% | −230−4.3% | Reduced |
| Financial Advisory Corp | 5,165 | $284.0K | 0.13% | +5,165 | New |
| Ausdal Financial Partners, Inc. | 5,180 | $284.4K | 0.04% | −813−13.6% | Reduced |
| Benin Management CORP | 5,200 | $285.5K | 0.11% | −100−1.9% | Reduced |
| Hamilton Capital Partners Inc. | 5,200 | $285.5K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,203 | $285.6K | 0.06% | −134−2.5% | Reduced |
| Capital Investment Advisors, LLC | 5,239 | $287.6K | 0.01% | +256+5.1% | Added |
| Legacy Advisors, LLC | 5,256 | $288.6K | 0.05% | +421+8.7% | Added |
| Marks Group Wealth Management, Inc | 5,265 | $289.0K | 0.04% | −807−13.3% | Reduced |
| NorthRock Partners, LLC | 5,265 | $289.0K | 0.03% | +5,265 | New |