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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 5,783 | $317.5K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,765 | $316.6K | 0.03% | +1,040+22.0% | Added |
| Icon Wealth Partners, LLC | 5,764 | $316.4K | 0.04% | −460−7.4% | Reduced |
| PFG Investments, LLC | 5,750 | $315.7K | 0.06% | +1,508+35.5% | Added |
| StoneX Group Inc. | 5,749 | $315.6K | 0.03% | +378+7.0% | Added |
| Sand Hill Global Advisors, LLC | 5,748 | $315.6K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 5,741 | $315.2K | 0.01% | −56−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 5,729 | $314.5K | 0.10% | −158−2.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,714 | $313.7K | 0.02% | −462−7.5% | Reduced |
| Michael S. Ryan, Inc. | 6,018 | $313.2K | 0.30% | +578+10.6% | Added |
| Octavia Wealth Advisors, LLC | 5,704 | $313.1K | 0.06% | +1,602+39.1% | Added |
| CNB Bank | 5,696 | $312.7K | 0.18% | +7+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 5,628 | $309.0K | 0.22% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5,621 | $308.6K | 0.27% | +4+0.1% | Added |
| Soltis Investment Advisors LLC | 5,610 | $308.0K | 0.04% | +268+5.0% | Added |
| Journey Advisory Group, LLC | 5,604 | $307.7K | 0.05% | 00.0% | Unchanged |
| Fusion Capital, LLC | 5,603 | $307.6K | 0.17% | −322−5.4% | Reduced |
| Transatlantique Private Wealth LLC | 5,598 | $307.3K | 0.16% | −29−0.5% | Reduced |
| Veracity Capital LLC | 5,583 | $306.5K | 0.14% | +1,055+23.3% | Added |
| Clear Harbor Asset Management, LLC | 5,562 | $305.4K | 0.03% | −550−9.0% | Reduced |
| Institute for Wealth Management, LLC. | 5,546 | $304.5K | 0.06% | −260−4.5% | Reduced |
| Childress Capital Advisors, LLC | 5,460 | $304.4K | 0.10% | +5,460 | New |
| Avantax Planning Partners, Inc. | 5,524 | $303.3K | 0.01% | −8−0.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,464 | $300.0K | 0.23% | +20.0% | Added |
| Addison Advisors LLC | 5,455 | $299.5K | 0.14% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,451 | $299.3K | 0.10% | +708+14.9% | Added |
| Kingswood Wealth Advisors, LLC | 5,449 | $299.2K | 0.05% | −2,091−27.7% | Reduced |
| Evoke Wealth, LLC | 5,445 | $298.9K | 0.01% | +249+4.8% | Added |
| Hexagon Capital Partners LLC | 5,389 | $295.9K | 0.08% | +49+0.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 5,372 | $294.9K | 0.10% | −95,123−94.7% | Reduced |
| Sonora Investment Management Group, LLC | 5,371 | $294.9K | 0.03% | −156−2.8% | Reduced |
| Edgewood Management LLC | 5,360 | $294.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5,354 | $293.9K | 0.02% | +614+13.0% | Added |
| Oxinas Partners Wealth Management LLC | 5,324 | $292.3K | 0.22% | −2,482−31.8% | Reduced |
| Coastwise Capital Group, LLC | 5,314 | $291.8K | 0.33% | −291−5.2% | Reduced |
| Geller Advisors LLC | 5,302 | $291.1K | 0.03% | +5,302 | New |
| Burke & Herbert Bank & Trust Co | 5,300 | $291.0K | 0.24% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,241 | $290.0K | 0.02% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 5,275 | $289.6K | 0.05% | +1,167+28.4% | Added |
| NorthRock Partners, LLC | 5,265 | $289.0K | 0.03% | +5,265 | New |
| Marks Group Wealth Management, Inc | 5,265 | $289.0K | 0.04% | −807−13.3% | Reduced |
| Legacy Advisors, LLC | 5,256 | $288.6K | 0.05% | +421+8.7% | Added |
| Capital Investment Advisors, LLC | 5,239 | $287.6K | 0.01% | +256+5.1% | Added |
| Evermay Wealth Management LLC | 5,203 | $285.6K | 0.06% | −134−2.5% | 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 |
| Ausdal Financial Partners, Inc. | 5,180 | $284.4K | 0.04% | −813−13.6% | Reduced |
| Financial Advisory Corp | 5,165 | $284.0K | 0.13% | +5,165 | New |
| Morris Retirement Advisors, LLC | 5,158 | $283.2K | 0.20% | −230−4.3% | Reduced |
| Balentine LLC | 5,140 | $282.2K | 0.01% | +549+12.0% | Added |
| Trillium Asset Management, LLC | 5,111 | $281.0K | 0.01% | +5,111 | New |
| River Wealth Advisors LLC | 5,082 | $279.0K | 0.05% | −75−1.5% | Reduced |
| Independent Financial Group, LLC | 5,081 | $278.9K | 0.02% | +20+0.4% | Added |
| Chilton Capital Management LLC | 5,056 | $277.6K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 5,370 | $276.2K | 0.10% | +5,370 | New |
| Viewpoint Capital Management LLC | 5,000 | $274.5K | 0.22% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 4,963 | $272.5K | 0.06% | +11+0.2% | Added |
| Joel Isaacson & Co., LLC | 4,951 | $271.8K | 0.02% | +20.0% | Added |
| 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 |
| Keel Point, LLC | 4,938 | $271.1K | 0.04% | −662−11.8% | Reduced |
| Hyman Charles D | 4,930 | $271.0K | 0.02% | −228−4.4% | Reduced |
| Brighton Jones LLC | 4,930 | $270.6K | 0.01% | +542+12.4% | Added |
| Fulton Bank, N.A. | 4,916 | $269.9K | 0.01% | −266−5.1% | Reduced |
| Camden Capital, LLC | 4,897 | $268.8K | 0.03% | +4,897 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,891 | $268.5K | 0.04% | −3,260−40.0% | Reduced |
| Everhart Financial Group, Inc. | 4,879 | $267.9K | 0.11% | +4,879 | New |
| Private Trust Co NA | 4,856 | $266.6K | 0.04% | +15+0.3% | Added |
| Enzi Wealth | 5,193 | $266.6K | 0.14% | 00.0% | Unchanged |
| Allstate Corp | 4,854 | $266.5K | 0.02% | 00.0% | Unchanged |
| Golden Green, Inc. | 4,847 | $266.1K | 0.28% | −27−0.6% | Reduced |
| L2 Asset Management, LLC | 154 | $265.6K | 0.13% | −4,193−96.5% | Reduced |
| Peterson Wealth Services | 4,862 | $265.4K | 0.20% | +449+10.2% | Added |
| Vista Private Wealth Partners. LLC | 4,946 | $265.1K | 0.11% | −19−0.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,816 | $264.4K | 0.06% | +217+4.7% | Added |
| Narus Financial Partners, LLC | 4,808 | $264.0K | 0.14% | −330−6.4% | Reduced |
| N.E.W. Advisory Services LLC | 4,807 | $263.9K | 0.04% | +46+1.0% | Added |
| Old Mission Investment Co LLC | 4,800 | $263.5K | 0.10% | +150+3.2% | Added |
| Concord Wealth Partners | 4,796 | $263.3K | 0.06% | +2,960+161.2% | Added |
| Waters Parkerson & Co., LLC | 4,793 | $263.0K | 0.02% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 4,774 | $262.1K | 0.17% | −48−1.0% | Reduced |
| Noesis Capital Mangement Corp | 4,753 | $260.9K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,748 | $260.7K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,705 | $258.3K | 0.05% | −7,085−60.1% | Reduced |
| Enterprise Financial Services Corp | 4,704 | $258.3K | 0.18% | −116−2.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,704 | $258.3K | 0.03% | +34+0.7% | Added |
| Steel Peak Wealth Management LLC | 4,674 | $256.6K | 0.02% | −41,455−89.9% | Reduced |
| Transcend Wealth Collective, LLC | 4,666 | $256.2K | 0.02% | +236+5.3% | Added |
| Alpha Family Trust | 4,660 | $255.8K | 0.19% | +4,660 | New |
| 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 |
| Norway Savings Bank | 4,645 | $255.0K | 0.13% | −250−5.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,641 | $254.8K | 0.01% | −246−5.0% | Reduced |
| Manchester Financial Inc | 4,630 | $254.2K | 0.07% | +4,630 | New |
| Prosperitas Financial LLC | 4,619 | $253.6K | 0.20% | +4,619 | New |
| Simon Quick Advisors, LLC | 4,614 | $253.3K | 0.02% | +404+9.6% | Added |
| Wealthsource Partners, LLC | 4,604 | $252.8K | 0.02% | −971−17.4% | Reduced |
| Essex LLC | 4,601 | $252.6K | 0.07% | −13−0.3% | Reduced |
| RNC Capital Management LLC | 4,591 | $252.0K | 0.02% | −927−16.8% | Reduced |
| Israel Discount Bank of New York | 4,580 | $251.4K | 0.21% | −52−1.1% | Reduced |