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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 10,837 | $595.0K | 0.00% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 10,836 | $594.9K | 0.01% | −393−3.5% | Reduced |
| Shira Ridge Wealth Management | 10,836 | $594.9K | 0.39% | +21+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 10,817 | $593.9K | 0.22% | −48−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 10,723 | $588.7K | 0.20% | +75+0.7% | Added |
| Westmount Partners, LLC | 10,710 | $588.0K | 0.26% | +685+6.8% | Added |
| Sunbelt Securities, Inc. | 10,655 | $585.0K | 0.08% | +9,523+841.3% | Added |
| WNY Asset Management, LLC | 10,629 | $583.5K | 0.11% | +1,124+11.8% | Added |
| Sowell Financial Services LLC | 10,602 | $582.0K | 0.04% | −9,903−48.3% | Reduced |
| Capital Advantage, Inc. | 10,588 | $581.3K | 0.12% | −310−2.8% | Reduced |
| Moseley Investment Management Inc | 10,541 | $578.7K | 0.35% | 00.0% | Unchanged |
| Bridgeworth, LLC | 10,515 | $577.3K | 0.06% | −275−2.5% | Reduced |
| Wedmont Private Capital | 11,068 | $572.8K | 0.06% | +511+4.8% | Added |
| Kestra Private Wealth Services, LLC | 10,392 | $570.5K | 0.02% | −532−4.9% | Reduced |
| LexAurum Advisors, LLC | 10,391 | $570.5K | 0.17% | +10,391 | New |
| Portman Square Capital LLP | 10,374 | $569.5K | 0.08% | +10,374 | New |
| Berkshire Asset Management LLC | 10,357 | $568.6K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,307 | $565.9K | 0.07% | +10,307 | New |
| International Assets Investment Management, LLC | 10,382 | $564.6K | 0.08% | +3,412+49.0% | Added |
| Royce & Associates LP | 10,270 | $563.8K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,253 | $562.9K | 0.04% | −39,544−79.4% | Reduced |
| Machina Capital S.A.S. | 10,210 | $560.5K | 0.31% | +10,210 | New |
| Cornerstone Advisory, LLC | 10,193 | $559.6K | 0.10% | −16,543−61.9% | Reduced |
| Pitcairn Co | 10,181 | $558.9K | 0.05% | +681+7.2% | Added |
| Founders Financial Securities LLC | 10,177 | $558.7K | 0.07% | −1,895−15.7% | Reduced |
| Horizon Investments, LLC | 10,216 | $558.3K | 0.02% | −265−2.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,132 | $556.2K | 0.01% | −4,127−28.9% | Reduced |
| Inspire Advisors, LLC | 10,130 | $556.1K | 0.10% | +1,732+20.6% | Added |
| Nebula Research & Development LLC | 10,097 | $554.3K | 0.29% | +10,097 | New |
| Edge Capital Group, LLC | 10,043 | $551.4K | 0.04% | −740−6.9% | Reduced |
| Ironwood Financial, llc | 10,026 | $550.4K | 0.15% | +10.0% | Added |
| Invictus Private Wealth, LLC | 10,015 | $549.8K | 0.06% | −1,500−13.0% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 10,000 | $549.0K | 0.17% | +10,000 | New |
| Corton Capital Inc. | 9,977 | $547.7K | 0.28% | −12,752−56.1% | Reduced |
| Bridge Advisory, LLC | 9,976 | $547.7K | 0.19% | 00.0% | Unchanged |
| 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 |
| Good Life Advisors, LLC | 9,959 | $546.8K | 0.06% | −1,109−10.0% | Reduced |
| CX Institutional | 9,953 | $546.4K | 0.03% | +866+9.5% | Added |
| Emerald Advisers, LLC | 9,941 | $545.8K | 0.03% | −4,627−31.8% | Reduced |
| Sonen Capital LLC | 9,937 | $545.5K | 1.07% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 10,000 | $544.1K | 0.35% | 00.0% | Unchanged |
| Perpetual Ltd | 9,877 | $542.2K | 0.01% | −116−1.2% | Reduced |
| Garda Capital Partners LP | 9,877 | $542.2K | 0.34% | +9,877 | New |
| Western Wealth Management, LLC | 9,876 | $542.2K | 0.05% | +504+5.4% | Added |
| Greystone Financial Group, LLC | 9,857 | $541.2K | 0.14% | −56,750−85.2% | Reduced |
| HCR Wealth Advisors | 9,848 | $540.7K | 0.12% | −5,489−35.8% | Reduced |
| Carson Advisory Inc. | 9,822 | $539.2K | 0.47% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 9,752 | $535.4K | 0.18% | +9,752 | New |
| Logan Capital Management Inc | 9,729 | $534.1K | 0.03% | −45−0.5% | Reduced |
| Boyd Watterson Asset Management LLC | 9,701 | $532.6K | 0.23% | +886+10.1% | Added |
| Clean Yield Group | 10,240 | $531.6K | 0.24% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 9,656 | $530.1K | 0.04% | +706+7.9% | Added |
| O'Rourke & Company, Inc | 9,629 | $529.0K | 0.39% | +1,364+16.5% | Added |
| Bradley Foster & Sargent Inc | 9,287 | $526.4K | 0.01% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 9,575 | $525.7K | 0.22% | −93−1.0% | Reduced |
| Doheny Asset Management | 9,565 | $525.0K | 0.51% | −1,500−13.6% | Reduced |
| Osborne Partners Capital Management, LLC | 9,550 | $524.3K | 0.04% | −1,123−10.5% | Reduced |
| Ninety One SA (PTY) Ltd | 9,527 | $523.0K | 0.10% | −1,221−11.4% | Reduced |
| Regatta Capital Group, LLC | 9,440 | $518.3K | 0.16% | +289+3.2% | Added |
| Strategic Blueprint, LLC | 9,423 | $517.3K | 0.05% | +320+3.5% | Added |
| Personal Cfo Solutions, LLC | 9,394 | $515.8K | 0.10% | +1,665+21.5% | Added |
| TD Private Client Wealth LLC | 9,386 | $515.3K | 0.02% | +586+6.7% | Added |
| Castleark Management LLC | 9,360 | $513.9K | 0.03% | 00.0% | Unchanged |
| Atom Investors LP | 9,334 | $512.5K | 0.12% | +9,334 | New |
| KMG Fiduciary Partners, LLC | 9,229 | $506.7K | 0.07% | +396+4.5% | Added |
| Omega Financial Group, LLC | 9,223 | $506.3K | 0.25% | −33−0.4% | Reduced |
| Marcum Wealth, LLC | 9,152 | $502.4K | 0.06% | +3,691+67.6% | Added |
| Heartland Bank & Trust Co | 9,130 | $501.2K | 0.40% | +115+1.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 9,091 | $499.1K | 0.05% | +2,000+28.2% | Added |
| Essex Financial Services, Inc. | 9,053 | $497.0K | 0.06% | +384+4.4% | Added |
| RSM US Wealth Management LLC | 9,007 | $494.5K | 0.02% | +380+4.4% | Added |
| Hennessy Advisors Inc | 9,000 | $494.1K | 0.03% | −6,000−40.0% | Reduced |
| Kearns & Associates LLC | 9,000 | $494.1K | 0.47% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 8,992 | $493.6K | 0.07% | +121+1.4% | Added |
| Old Port Advisors | 8,977 | $492.8K | 0.18% | +8,977 | New |
| Financial Advisory Service, Inc. | 8,974 | $492.7K | 0.05% | −292−3.2% | Reduced |
| Ostrum Asset Management | 8,969 | $492.4K | 0.05% | −12,476−58.2% | Reduced |
| Keebeck Wealth Management, LLC | 8,853 | $486.0K | 0.08% | −10.0% | Reduced |
| Wealth Quarterback LLC | 8,828 | $484.7K | 0.42% | −1,457−14.2% | Reduced |
| Finer Wealth Management, Inc. | 8,824 | $484.4K | 0.39% | +8,824 | New |
| Rehmann Capital Advisory Group | 8,800 | $483.1K | 0.04% | +1,537+21.2% | Added |
| JT Stratford LLC | 8,722 | $478.8K | 0.12% | +4,738+118.9% | Added |
| Sentry Investment Management LLC | 8,645 | $475.0K | 0.23% | −2,118−19.7% | Reduced |
| First Heartland Consultants, Inc. | 8,648 | $475.0K | 0.06% | +151+1.8% | Added |
| Pallas Capital Advisors LLC | 9,349 | $474.5K | 0.03% | −4,686−33.4% | Reduced |
| Ridgewood Investments LLC | 8,590 | $471.6K | 0.31% | +1,833+27.1% | Added |
| Brookstone Capital Management | 9,073 | $470.9K | 0.01% | +545+6.4% | Added |
| Savant Capital, LLC | 8,568 | $470.4K | 0.01% | +31+0.4% | Added |
| Lazari Capital Management, Inc. | 8,513 | $467.3K | 0.28% | +3,429+67.4% | Added |
| Williams Jones Wealth Management, LLC. | 8,464 | $464.7K | 0.01% | −783−8.5% | Reduced |
| Concentric Wealth Management, LLC | 8,435 | $463.1K | 0.15% | −146−1.7% | Reduced |
| FLC Capital Advisors | 8,396 | $460.9K | 0.14% | −388−4.4% | Reduced |
| Boston Financial Mangement LLC | 8,374 | $459.7K | 0.02% | +60+0.7% | Added |
| Penserra Capital Management LLC | 8,355 | $458.0K | 0.01% | −1,289−13.4% | Reduced |
| Cooper Financial Group | 8,289 | $455.0K | 0.11% | +155+1.9% | Added |
| Cavalier Investments, LLC | 8,284 | $454.8K | 0.18% | +279+3.5% | Added |
| Ellevest, Inc. | 8,270 | $454.0K | 0.03% | +811+10.9% | Added |
| Bordeaux Wealth Advisors LLC | 8,192 | $449.7K | 0.18% | −35−0.4% | Reduced |
| Trinity Financial Advisors LLC | 8,162 | $448.1K | 0.24% | +263+3.3% | Added |