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 |
|---|---|---|---|---|---|
| CX Institutional | 9,953 | $546.4K | 0.03% | +866+9.5% | Added |
| Good Life Advisors, LLC | 9,959 | $546.8K | 0.06% | −1,109−10.0% | Reduced |
| Symmetry Partners, LLC | 9,966 | $547.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,970 | $547.0K | 0.05% | +9,970 | New |
| Bridge Advisory, LLC | 9,976 | $547.7K | 0.19% | 00.0% | Unchanged |
| Corton Capital Inc. | 9,977 | $547.7K | 0.28% | −12,752−56.1% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 10,000 | $549.0K | 0.17% | +10,000 | New |
| Invictus Private Wealth, LLC | 10,015 | $549.8K | 0.06% | −1,500−13.0% | Reduced |
| Ironwood Financial, llc | 10,026 | $550.4K | 0.15% | +10.0% | Added |
| Edge Capital Group, LLC | 10,043 | $551.4K | 0.04% | −740−6.9% | Reduced |
| Nebula Research & Development LLC | 10,097 | $554.3K | 0.29% | +10,097 | New |
| Inspire Advisors, LLC | 10,130 | $556.1K | 0.10% | +1,732+20.6% | Added |
| Edmond de Rothschild Holding S.A. | 10,132 | $556.2K | 0.01% | −4,127−28.9% | Reduced |
| Horizon Investments, LLC | 10,216 | $558.3K | 0.02% | −265−2.5% | Reduced |
| Founders Financial Securities LLC | 10,177 | $558.7K | 0.07% | −1,895−15.7% | Reduced |
| Pitcairn Co | 10,181 | $558.9K | 0.05% | +681+7.2% | Added |
| Cornerstone Advisory, LLC | 10,193 | $559.6K | 0.10% | −16,543−61.9% | Reduced |
| Machina Capital S.A.S. | 10,210 | $560.5K | 0.31% | +10,210 | New |
| Gladstone Institutional Advisory LLC | 10,253 | $562.9K | 0.04% | −39,544−79.4% | Reduced |
| Royce & Associates LP | 10,270 | $563.8K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,382 | $564.6K | 0.08% | +3,412+49.0% | Added |
| Campbell & CO Investment Adviser LLC | 10,307 | $565.9K | 0.07% | +10,307 | New |
| Berkshire Asset Management LLC | 10,357 | $568.6K | 0.04% | 00.0% | Unchanged |
| Portman Square Capital LLP | 10,374 | $569.5K | 0.08% | +10,374 | New |
| LexAurum Advisors, LLC | 10,391 | $570.5K | 0.17% | +10,391 | New |
| Kestra Private Wealth Services, LLC | 10,392 | $570.5K | 0.02% | −532−4.9% | Reduced |
| Wedmont Private Capital | 11,068 | $572.8K | 0.06% | +511+4.8% | Added |
| Bridgeworth, LLC | 10,515 | $577.3K | 0.06% | −275−2.5% | Reduced |
| Moseley Investment Management Inc | 10,541 | $578.7K | 0.35% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 10,588 | $581.3K | 0.12% | −310−2.8% | Reduced |
| Sowell Financial Services LLC | 10,602 | $582.0K | 0.04% | −9,903−48.3% | Reduced |
| WNY Asset Management, LLC | 10,629 | $583.5K | 0.11% | +1,124+11.8% | Added |
| Sunbelt Securities, Inc. | 10,655 | $585.0K | 0.08% | +9,523+841.3% | Added |
| Westmount Partners, LLC | 10,710 | $588.0K | 0.26% | +685+6.8% | Added |
| Compton Wealth Advisory Group, LLC | 10,723 | $588.7K | 0.20% | +75+0.7% | Added |
| Legacy Wealth Asset Management, LLC | 10,817 | $593.9K | 0.22% | −48−0.4% | Reduced |
| Shira Ridge Wealth Management | 10,836 | $594.9K | 0.39% | +21+0.2% | Added |
| Segall Bryant & Hamill, LLC | 10,836 | $594.9K | 0.01% | −393−3.5% | Reduced |
| 1832 Asset Management L.P. | 10,837 | $595.0K | 0.00% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 10,978 | $602.7K | 0.24% | −285−2.5% | Reduced |
| Keystone Financial Services | 10,984 | $603.0K | 0.32% | +1,982+22.0% | Added |
| Drive Wealth Management, LLC | 11,050 | $606.6K | 0.22% | +1,488+15.6% | Added |
| Matisse Capital | 11,080 | $608.3K | 0.43% | −65−0.6% | Reduced |
| Washburn Capital Management, Inc. | 11,114 | $610.2K | 0.52% | +650+6.2% | Added |
| Ambassador Advisors, LLC | 11,325 | $611.1K | 0.15% | −17−0.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,174 | $613.4K | 0.22% | +744+7.1% | Added |
| Dumont & Blake Investment Advisors LLC | 11,184 | $614.0K | 0.21% | +85+0.8% | Added |
| Comerica Securities,inc. | 11,222 | $616.1K | 0.05% | −15,231−57.6% | Reduced |
| Navalign, LLC | 11,236 | $616.8K | 0.23% | +162+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 11,305 | $620.6K | 0.10% | −424−3.6% | Reduced |
| FineMark National Bank & Trust | 11,324 | $621.7K | 0.03% | −395−3.4% | Reduced |
| Unio Capital LLC | 11,385 | $625.0K | 0.34% | −1,980−14.8% | Reduced |
| Modus Advisors, LLC | 11,452 | $628.7K | 0.27% | +2,208+23.9% | Added |
| Lodestone Wealth Management LLC | 11,459 | $629.1K | 0.44% | +123+1.1% | Added |
| Cynosure Management, LLC | 11,472 | $629.8K | 0.19% | +206+1.8% | Added |
| Northcape Wealth Management, LLC | 11,482 | $630.4K | 0.24% | 00.0% | Unchanged |
| Lipe & Dalton | 11,532 | $633.0K | 0.38% | +7,732+203.5% | Added |
| Platform Technology Partners | 11,551 | $634.1K | 0.30% | −299−2.5% | Reduced |
| Mitchell Sinkler & Starr | 11,606 | $637.2K | 0.20% | +1,425+14.0% | Added |
| Waldron Private Wealth LLC | 11,707 | $642.7K | 0.03% | +428+3.8% | Added |
| Powell Investment Advisors, LLC | 11,738 | $644.4K | 0.39% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 11,743 | $644.7K | 1.13% | +2,113+21.9% | Added |
| Mutual Advisors, LLC | 11,789 | $647.2K | 0.03% | −1,422−10.8% | Reduced |
| Independence Bank of Kentucky | 11,875 | $651.9K | 0.28% | +550+4.9% | Added |
| Integrated Advisors Network LLC | 11,879 | $652.2K | 0.04% | −347−2.8% | Reduced |
| Citizens National Bank Trust Department | 11,920 | $654.4K | 0.18% | 00.0% | Unchanged |
| Derbend Asset Management | 11,939 | $655.5K | 0.45% | +39+0.3% | Added |
| Advisor OS, LLC | 11,969 | $657.1K | 0.10% | +1,668+16.2% | Added |
| Intact Investment Management Inc. | 12,000 | $658.8K | 0.03% | −4,000−25.0% | Reduced |
| MBM Wealth Consultants, LLC | 12,858 | $660.0K | 0.29% | +3,517+37.7% | Added |
| Qsemble Capital Management, LP | 12,100 | $664.3K | 0.12% | +12,100 | New |
| Sage Rhino Capital LLC | 12,110 | $664.8K | 0.19% | +2,989+32.8% | Added |
| Peak Planning Group, LLC | 12,197 | $669.6K | 0.52% | +1,094+9.9% | Added |
| Zimmermann Investment Management & Planning LLC | 12,296 | $675.0K | 0.32% | +1,160+10.4% | Added |
| Shaolin Capital Management LLC | 12,500 | $686.0K | 0.02% | +12,500 | New |
| Viawealth, LLC | 12,554 | $689.2K | 0.51% | +1,572+14.3% | Added |
| West Financial Advisors, LLC | 12,600 | $691.7K | 0.17% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 12,638 | $693.8K | 0.09% | −1,000−7.3% | Reduced |
| Lake Street Advisors Group, LLC | 12,634 | $694.0K | 0.04% | −4,182−24.9% | Reduced |
| United Capital Financial Advisers, LLC | 12,698 | $697.1K | 0.00% | −3,046−19.3% | Reduced |
| Gemmer Asset Management LLC | 12,718 | $698.2K | 0.09% | +24+0.2% | Added |
| Golden State Equity Partners | 12,728 | $698.8K | 0.19% | −10,081−44.2% | Reduced |
| Lebenthal Global Advisors, LLC | 12,732 | $699.0K | 0.21% | +1,613+14.5% | Added |
| Paragon Advisors, LLC | 12,734 | $699.0K | 0.29% | −4,543−26.3% | Reduced |
| Wolf Group Capital Advisors | 12,744 | $699.6K | 0.33% | +12,744 | New |
| Jefferies Financial Group Inc. | 12,772 | $701.2K | 0.02% | +12,772 | New |
| Diversified Trust Co | 12,778 | $701.5K | 0.03% | +2,149+20.2% | Added |
| Strategic Investment Solutions, Inc. | 11,526 | $701.8K | 0.01% | +11,324+5,605.9% | Added |
| Clarius Group, LLC | 12,788 | $702.1K | 0.07% | −1,348−9.5% | Reduced |
| Hamel Associates, Inc. | 12,795 | $702.4K | 0.26% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 12,821 | $703.9K | 0.08% | −205−1.6% | Reduced |
| Oder Investment Management, LLC | 12,851 | $705.5K | 0.76% | +213+1.7% | Added |
| Trustmark National Bank Trust Department | 12,949 | $710.9K | 0.07% | −168−1.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 12,952 | $711.1K | 0.06% | −1,722−11.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,000 | $713.7K | 0.47% | −488−3.6% | Reduced |
| Greenline Partners, LLC | 13,022 | $714.9K | 0.13% | 00.0% | Unchanged |
| Novare Capital Management LLC | 13,104 | $719.4K | 0.08% | −715−5.2% | Reduced |
| David Loasby | 14,132 | $726.5K | 0.08% | +2,144+17.9% | Added |
| Prospera Financial Services Inc | 13,227 | $726.5K | 0.03% | −850−6.0% | Reduced |
| Monte Financial Group, LLC | 13,253 | $727.6K | 0.37% | −474−3.5% | Reduced |