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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 28,409 | $1.56M | 0.04% | −138−0.5% | Reduced |
| Mach-1 Financial Group, Inc. | 28,386 | $1.56M | 0.65% | +6,639+30.5% | Added |
| Cetera Advisors LLC | 28,320 | $1.55M | 0.02% | −1,321−4.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 27,956 | $1.53M | 0.06% | −775−2.7% | Reduced |
| WealthShield Partners, LLC | 27,945 | $1.53M | 0.23% | +27,945 | New |
| EP Wealth Advisors, LLC | 27,921 | $1.53M | 0.02% | +3,787+15.7% | Added |
| Riverpark Capital Management LLC | 27,830 | $1.53M | 2.77% | 00.0% | Unchanged |
| Baader Bank INC | 27,784 | $1.52M | 0.14% | −5,112−15.5% | Reduced |
| MidWestOne Financial Group, Inc. | 27,768 | $1.52M | 0.35% | +4,403+18.8% | Added |
| Quantinno Capital Management LP | 27,703 | $1.52M | 0.07% | +6,128+28.4% | Added |
| Bard Financial Services, Inc. | 27,500 | $1.51M | 0.19% | +3,025+12.4% | Added |
| Delta Investment Management, LLC | 27,404 | $1.50M | 0.42% | −3,020−9.9% | Reduced |
| Retireful, LLC | 27,390 | $1.50M | 0.72% | +27,390 | New |
| WealthPLAN Partners, LLC | 26,553 | $1.46M | 0.17% | +7,678+40.7% | Added |
| Mizuho Markets Cayman LP | 26,536 | $1.46M | 0.65% | +3,425+14.8% | Added |
| HBK Sorce Advisory LLC | 26,386 | $1.45M | 0.06% | +796+3.1% | Added |
| Verition Fund Management LLC | 26,362 | $1.45M | 0.02% | +5,375+25.6% | Added |
| Johnson Financial Group, Inc. | 26,293 | $1.44M | 0.10% | −256−1.0% | Reduced |
| Signaturefd, LLC | 26,263 | $1.44M | 0.04% | +1,474+5.9% | Added |
| Titleist Asset Management, LLC | 26,191 | $1.44M | 0.30% | −11,605−30.7% | Reduced |
| Palisade Asset Management, LLC | 26,088 | $1.43M | 0.17% | +163+0.6% | Added |
| Gotham Asset Management, LLC | 26,020 | $1.43M | 0.03% | −172−0.7% | Reduced |
| Panagora Asset Management Inc | 26,010 | $1.43M | 0.01% | +16+0.1% | Added |
| Aspiriant, LLC | 26,005 | $1.43M | 0.07% | +294+1.1% | Added |
| Argus Investors' Counsel, Inc. | 25,696 | $1.41M | 1.02% | +1,108+4.5% | Added |
| Regions Financial Corp | 25,665 | $1.41M | 0.01% | +1,884+7.9% | Added |
| Bollard Group LLC | 25,626 | $1.41M | 0.05% | +10.0% | Added |
| Kinneret Advisory, LLC | 25,614 | $1.41M | 0.17% | −15−0.1% | Reduced |
| Salem Investment Counselors Inc | 25,559 | $1.40M | 0.05% | −20−0.1% | Reduced |
| Altfest L J & Co Inc | 25,446 | $1.40M | 0.22% | −466−1.8% | Reduced |
| Diversified Investment Strategies, LLC | 25,312 | $1.39M | 1.05% | +425+1.7% | Added |
| Baker Avenue Asset Management, LP | 25,082 | $1.38M | 0.07% | +20,749+478.9% | Added |
| Waycross Partners, LLC | 25,000 | $1.37M | 0.30% | −1,800−6.7% | Reduced |
| Platinum Investment Management Ltd | 25,000 | $1.37M | 0.05% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 25,000 | $1.37M | 0.21% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 25,000 | $1.37M | 0.27% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 24,257 | $1.37M | 1.01% | +5,303+28.0% | Added |
| Veriti Management LLC | 24,839 | $1.36M | 0.16% | +1,823+7.9% | Added |
| Park Avenue Securities LLC | 24,621 | $1.35M | 0.02% | +565+2.3% | Added |
| Armstrong Henry H Associates Inc | 24,591 | $1.35M | 0.15% | 00.0% | Unchanged |
| Empowered Funds, LLC | 24,563 | $1.35M | 0.04% | +12,765+108.2% | Added |
| WT Wealth Management | 24,543 | $1.35M | 0.58% | −28,184−53.5% | Reduced |
| Kampmann Melissa S. | 24,530 | $1.35M | 1.30% | +24,530 | New |
| Capital Investment Advisory Services, LLC | 24,500 | $1.35M | 0.13% | +1,844+8.1% | Added |
| Magnetar Financial LLC | 24,453 | $1.34M | 0.03% | −2,189−8.2% | Reduced |
| Continuum Advisory, LLC | 24,392 | $1.34M | 0.21% | −710−2.8% | Reduced |
| Carmel Capital Partners, LLC | 24,346 | $1.34M | 0.60% | −1,337−5.2% | Reduced |
| Coastline Trust Co | 24,300 | $1.33M | 0.20% | +9,825+67.9% | Added |
| Cape Investment Advisory, Inc. | 24,239 | $1.33M | 0.75% | +693+2.9% | Added |
| HAP Trading, LLC | 24,102 | $1.32M | 0.33% | +24,102 | New |
| Buckingham Strategic Wealth, LLC | 24,068 | $1.32M | 0.02% | −100.0% | Reduced |
| 1st Source Bank | 24,027 | $1.32M | 0.09% | +361+1.5% | Added |
| CWM Advisors, LLC | 23,991 | $1.32M | 0.17% | +6,831+39.8% | Added |
| Archford Capital Strategies, LLC | 23,943 | $1.31M | 0.26% | +27+0.1% | Added |
| Rossmore Private Capital | 23,894 | $1.31M | 0.20% | −497−2.0% | Reduced |
| Independent Advisor Alliance | 23,889 | $1.31M | 0.06% | −31,379−56.8% | Reduced |
| James Investment Research Inc | 23,691 | $1.30M | 0.17% | +5,706+31.7% | Added |
| Tiaa Trust, National Association | 23,617 | $1.30M | 0.00% | +23,617 | New |
| Tealwood Asset Management Inc | 23,516 | $1.29M | 0.66% | +6,706+39.9% | Added |
| Covey Capital Advisors, LLC | 23,426 | $1.29M | 1.82% | −2,000−7.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,372 | $1.28M | 0.09% | −139−0.6% | Reduced |
| Chesley Taft & Associates LLC | 23,363 | $1.28M | 0.08% | −245−1.0% | Reduced |
| HB Wealth Management, LLC | 23,300 | $1.28M | 0.02% | +823+3.7% | Added |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $1.27M | 0.38% | 00.0% | Unchanged |
| Bank of Hawaii | 23,081 | $1.27M | 0.07% | +200+0.9% | Added |
| FDx Advisors, Inc. | 22,969 | $1.26M | 0.10% | −11,411−33.2% | Reduced |
| DoubleLine ETF Adviser LP | 22,904 | $1.26M | 0.45% | +1,409+6.6% | Added |
| Wilson & Boucher Capital Management, LLC | 22,900 | $1.26M | 1.19% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 22,887 | $1.26M | 0.27% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 22,848 | $1.25M | 0.38% | +2,796+13.9% | Added |
| Whittier Trust Co of Nevada Inc | 22,595 | $1.24M | 0.04% | −1,052−4.4% | Reduced |
| Granite Investment Partners, LLC | 22,541 | $1.24M | 0.05% | −1,000−4.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,536 | $1.24M | 0.26% | +7,597+50.9% | Added |
| RBF Capital, LLC | 22,500 | $1.24M | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 22,199 | $1.22M | 0.13% | −321−1.4% | Reduced |
| HM Payson & Co | 21,929 | $1.20M | 0.03% | +851+4.0% | Added |
| Letko, Brosseau & Associates Inc | 21,846 | $1.20M | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 21,793 | $1.20M | 0.04% | +13,329+157.5% | Added |
| Farther Finance Advisors, LLC | 21,572 | $1.18M | 0.19% | +8,338+63.0% | Added |
| Belpointe Asset Management LLC | 21,516 | $1.18M | 0.12% | −963−4.3% | Reduced |
| Integrated Wealth Concepts LLC | 21,498 | $1.18M | 0.02% | −2,542−10.6% | Reduced |
| Donald L. Hagan, LLC | 21,487 | $1.18M | 0.71% | +27+0.1% | Added |
| Nicholas Hoffman & Company, LLC. | 21,453 | $1.18M | 0.09% | −565−2.6% | Reduced |
| Birmingham Capital Management Co Inc | 21,425 | $1.18M | 0.49% | +1,325+6.6% | Added |
| Everence Capital Management Inc | 21,350 | $1.17M | 0.09% | −2,240−9.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 21,270 | $1.17M | 0.18% | +1,925+10.0% | Added |
| Avantax Advisory Services, Inc. | 21,236 | $1.17M | 0.01% | −5,829−21.5% | Reduced |
| Integrated Investment Consultants, LLC | 21,201 | $1.16M | 0.42% | +8,925+72.7% | Added |
| AXS Investments LLC | 21,064 | $1.16M | 0.30% | −1,525−6.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 21,032 | $1.15M | 0.27% | +439+2.1% | Added |
| Hedges Asset Management LLC | 21,000 | $1.15M | 1.01% | +3,000+16.7% | Added |
| C2C Wealth Management, LLC | 21,380 | $1.14M | 0.16% | +1,100+5.4% | Added |
| Monetta Financial Services Inc | 20,800 | $1.14M | 1.24% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,745 | $1.14M | 0.11% | +5,181+33.3% | Added |
| Clifford Swan Investment Counsel LLC | 20,680 | $1.14M | 0.05% | −190−0.9% | Reduced |
| Tranquility Partners, LLC | 20,642 | $1.13M | 0.49% | +1,756+9.3% | Added |
| Essex Savings Bank | 20,633 | $1.13M | 0.38% | +404+2.0% | Added |
| Lincoln National Corp | 20,483 | $1.12M | 0.02% | −2,492−10.8% | Reduced |
| Anchor Investment Management, LLC | 20,371 | $1.12M | 0.15% | +883+4.5% | Added |
| Leavell Investment Management, Inc. | 20,333 | $1.12M | 0.08% | 00.0% | Unchanged |