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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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q4 2023

Institutional positions in Schwab Charles Corp as of Dec 31, 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
1,877
+165 vs. Q3 2023
Shares held
1.50B
+33.3M (+2.3%) vs. Q3 2023
Total value
$103.0B
+$22.6B (+28.2%) vs. Q3 2023
New holders
287
763 more added
Sold out
122
639 more reduced

28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,877 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ4 2023: $103.0B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2023.

Institutions holding SCHW in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$220.00%0New
Laurel Wealth Advisors LLC1$690.00%00.0%Unchanged
Planned Solutions, Inc.2$1380.00%+2New
Gordian Capital Singapore Pte Ltd3$2070.00%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.8$5500.00%+8New
Fairfield, Bush & Co.10$6950.00%+10New
Wolff Wiese Magana LLC10$7080.00%00.0%Unchanged
ClariVest Asset Management LLC14$9740.00%00.0%Unchanged
Bank of New Hampshire15$1.03K0.00%00.0%Unchanged
Security National Bank15$1.03K0.00%+15New
Aspect Partners, LLC15$1.03K0.00%+15New
Robinswood Financial LLC17$1.17K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.18$1.25K0.00%+1+5.9%Added
Rise Advisors, LLC20$1.40K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC21$1.46K0.00%−34−61.8%Reduced
CoreFirst Bank & Trust22$1.51K0.00%−1,000−97.8%Reduced
Tfo-TDC, LLC25$1.74K0.00%00.0%Unchanged
DecisionPoint Financial, LLC28$1.93K0.00%+28New
TSFG, LLC23$2.00K0.00%−23−50.0%Reduced
HBC Financial Services, PLLC50$3.00K0.00%00.0%Unchanged
Custom Portfolio Group LLC47$3.23K0.00%+47New
Country Trust Bank50$3.44K0.00%+50New
MeadowBrook Investment Advisors LLC50$3.44K0.00%+50New
Bay Harbor Wealth Management, LLC50$3.49K0.00%00.0%Unchanged
Clear Point Advisors Inc.51$3.49K0.00%+51New
Tidemark, LLC51$3.51K0.00%+51New
Paladin Advisory Group, LLC52$3.58K0.00%00.0%Unchanged
Focused Wealth Management, Inc56$3.83K0.00%−17−23.3%Reduced
Planning Capital Management Corp58$3.99K0.00%+58New
Eagle Bay Advisors LLC60$4.13K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC62$4.27K0.00%−119−65.7%Reduced
Jackson, Grant Investment Advisers, Inc.62$4.27K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.64$4.40K0.00%+64New
First United Bank Trust65$4.47K0.00%+65New
Creekmur Asset Management LLC65$4.47K0.00%+65New
Activest Wealth Management70$4.83K0.00%+70New
PayPay Securities Corp70$4.87K0.24%−102−59.3%Reduced
Global Trust Asset Management, LLC71$4.88K0.00%−195−73.3%Reduced
Avion Wealth78$5.00K0.00%−1−1.3%Reduced
Missouri Trust & Investment Co87$5.99K0.00%+9+11.5%Added
Cherry Tree Wealth Management, LLC87$6.00K0.00%00.0%Unchanged
Kelly Financial Services LLC89$6.12K0.00%+89New
American National Bank90$6.19K0.00%+90New
Carmichael Hill & Associates, Inc.90$6.21K0.00%00.0%Unchanged
NewSquare Capital LLC99$6.81K0.00%−239−70.7%Reduced
Washington Trust Advisors, Inc.99$6.81K0.00%+99New
Providence Capital Advisors, LLC100$6.88K0.00%−402−80.1%Reduced
Miller Wealth Advisors, LLC100$6.88K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC100$6.88K0.00%+5+5.3%Added
Hazlett, Burt & Watson, Inc.108$7.00K0.00%−220−67.1%Reduced
Nalls Sherbakoff Group, LLC103$7.09K0.01%00.0%Unchanged
Robbins Farley LLC108$7.43K0.00%00.0%Unchanged
Dunhill Financial, LLC109$7.51K0.01%+109New
Old Point Trust & Financial Services N A116$7.98K0.00%+116New
Center for Financial Planning, Inc.118$8.12K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC121$8.31K0.01%+121New
Sound Income Strategies, LLC123$8.46K0.00%−26−17.4%Reduced
First Pacific Financial125$8.60K0.00%00.0%Unchanged
Tortoise Investment Management, LLC129$8.88K0.00%00.0%Unchanged
McIlrath & Eck, LLC131$8.98K0.00%+1+0.8%Added
Valued Wealth Advisors LLC167$9.15K0.01%+167New
Strategic Investment Solutions, Inc.135$9.30K0.00%−11,391−98.8%Reduced
Hoese & Co LLP152$9.32K0.01%00.0%Unchanged
Highlander Capital Management, LLC136$9.36K0.00%00.0%Unchanged
Arlington Partners LLC139$9.56K0.00%−4,802−97.2%Reduced
New England Capital Financial Advisors LLC140$9.63K0.01%+1+0.7%Added
Creative Capital Management Investments LLC145$9.98K0.01%00.0%Unchanged
Quarry LP146$10.0K0.01%+146New
Red Tortoise LLC148$10.2K0.01%+42+39.6%Added
Gables Capital Management Inc.149$10.3K0.01%00.0%Unchanged
Mascoma Wealth Management LLC150$10.3K0.00%00.0%Unchanged
PrairieView Partners, LLC162$11.0K0.00%+162New
Adirondack Trust Co165$11.0K0.00%+165New
Winch Advisory Services, LLC161$11.1K0.00%00.0%Unchanged
RFP Financial Group LLC164$11.3K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC173$11.9K0.00%+1+0.6%Added
Clear Investment Research, LLC180$12.4K0.02%00.0%Unchanged
Archer Investment Corp182$12.5K0.00%00.0%Unchanged
Fairman Group, LLC184$12.7K0.01%+184New
Chelsea Counsel Co185$12.7K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC185$12.7K0.00%+185New
First Community Trust NA188$12.9K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.188$13.0K0.01%+188New
Gleason Group, Inc.190$13.0K0.00%+1+0.5%Added
Silicon Valley Capital Partners195$13.4K0.00%+1+0.5%Added
Halpern Financial, Inc.202$13.5K0.00%00.0%Unchanged
Fortitude Family Office, LLC197$13.6K0.01%+197New
BFSG, LLC200$13.8K0.00%+200New
Elkhorn Partners Limited Partnership200$14.0K0.01%−350−63.6%Reduced
Benjamin Edwards Inc209$14.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.215$14.8K0.01%+215New
Evergreen Private Wealth LLC217$14.9K0.01%+217New
Westside Investment Management, Inc.225$15.5K0.00%+200+800.0%Added
Institutional & Family Asset Management, LLC226$15.5K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc232$16.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC234$16.0K0.01%−202−46.3%Reduced
Provenance Wealth Advisors, LLC237$16.3K0.00%+237New
HighMark Wealth Management LLC239$16.4K0.01%−14−5.5%Reduced
BOK Financial Private Wealth, Inc.239$16.4K0.00%+125+109.6%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna245$16.9K0.01%+100+69.0%Added