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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 25,021 | $1.56M | 0.04% | −44,229−63.9% | Reduced |
| EPG Wealth Management LLC | 24,846 | $1.56M | 0.41% | +1,998+8.7% | Added |
| Intech Investment Management LLC | 22,675 | $1.56M | 0.02% | −11,069−32.8% | Reduced |
| HM Payson & Co | 22,695 | $1.56M | 0.03% | +766+3.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,788 | $1.57M | 0.10% | −584−2.5% | Reduced |
| HB Wealth Management, LLC | 22,868 | $1.57M | 0.02% | −432−1.9% | Reduced |
| Greenline Partners, LLC | 22,974 | $1.58M | 0.27% | +9,952+76.4% | Added |
| Harbor Capital Advisors, Inc. | 23,003 | $1.58M | 0.31% | +116+0.5% | Added |
| Kapitalo Investimentos Ltda | 23,087 | $1.59M | 0.33% | +23,087 | New |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $1.59M | 0.40% | 00.0% | Unchanged |
| Summit Financial, LLC | 23,224 | $1.60M | 0.10% | +5,408+30.4% | Added |
| Regions Financial Corp | 23,322 | $1.60M | 0.01% | −2,343−9.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 23,391 | $1.61M | 0.20% | +3,798+19.4% | Added |
| Covey Capital Advisors, LLC | 23,426 | $1.61M | 2.05% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 23,542 | $1.62M | 0.31% | −30,892−56.8% | Reduced |
| Titleist Asset Management, LLC | 23,609 | $1.62M | 0.30% | −2,582−9.9% | Reduced |
| Carmel Capital Partners, LLC | 23,646 | $1.63M | 0.83% | −700−2.9% | Reduced |
| CWM Advisors, LLC | 23,666 | $1.63M | 0.18% | −325−1.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 23,729 | $1.63M | 0.02% | −339−1.4% | Reduced |
| Essex Savings Bank | 23,953 | $1.65M | 0.48% | +3,320+16.1% | Added |
| MYDA Advisors LLC | 24,000 | $1.65M | 0.73% | +24,000 | New |
| Johnson Financial Group, Inc. | 24,135 | $1.66M | 0.09% | −2,158−8.2% | Reduced |
| 1st Source Bank | 24,277 | $1.67M | 0.10% | +250+1.0% | Added |
| Acadian Asset Management LLC | 24,520 | $1.68M | 0.01% | +5,514+29.0% | Added |
| Garrison Bradford & Associates Inc | 24,668 | $1.70M | 1.87% | −11,345−31.5% | Reduced |
| GeoWealth Management, LLC | 24,728 | $1.70M | 0.14% | +24,308+5,787.6% | Added |
| Diversified Investment Strategies, LLC | 24,762 | $1.70M | 1.25% | −550−2.2% | Reduced |
| Independent Advisor Alliance | 24,905 | $1.71M | 0.06% | +1,016+4.3% | Added |
| DoubleLine ETF Adviser LP | 24,937 | $1.72M | 0.50% | +2,033+8.9% | Added |
| Cape Investment Advisory, Inc. | 24,944 | $1.72M | 0.84% | +705+2.9% | Added |
| Venture Visionary Partners LLC | 24,981 | $1.72M | 0.09% | −16,826−40.2% | Reduced |
| Iat Reinsurance Co Ltd. | 25,000 | $1.72M | 0.32% | 00.0% | Unchanged |
| Waycross Partners, LLC | 25,000 | $1.72M | 0.32% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 25,142 | $1.73M | 0.65% | −9,048−26.5% | Reduced |
| Horizon Investments, LLC | 25,269 | $1.73M | 0.05% | +15,053+147.3% | Added |
| Chesley Taft & Associates LLC | 25,333 | $1.74M | 0.10% | +1,970+8.4% | Added |
| Empowered Funds, LLC | 25,342 | $1.74M | 0.04% | +779+3.2% | Added |
| Resources Investment Advisors, LLC. | 25,351 | $1.74M | 0.03% | +11,471+82.6% | Added |
| Gotham Asset Management, LLC | 25,415 | $1.75M | 0.03% | −605−2.3% | Reduced |
| Tealwood Asset Management Inc | 25,480 | $1.75M | 0.84% | +1,964+8.4% | Added |
| Bollard Group LLC | 25,500 | $1.75M | 0.06% | −126−0.5% | Reduced |
| Wynn Capital, LLC | 25,653 | $1.76M | 1.44% | +25,653 | New |
| Warren Averett Asset Management, LLC | 25,697 | $1.77M | 0.07% | +21,873+572.0% | Added |
| Nuance Investments, LLC | 25,829 | $1.78M | 0.04% | −36,517−58.6% | Reduced |
| Allworth Financial LP | 26,009 | $1.79M | 0.01% | +7,550+40.9% | Added |
| Signaturefd, LLC | 26,037 | $1.79M | 0.04% | −226−0.9% | Reduced |
| Panagora Asset Management Inc | 26,056 | $1.79M | 0.01% | +46+0.2% | Added |
| Huntington National Bank | 26,078 | $1.79M | 0.02% | −5,896−18.4% | Reduced |
| Palisade Asset Management, LLC | 26,085 | $1.79M | 0.20% | −30.0% | Reduced |
| HBK Sorce Advisory LLC | 26,219 | $1.80M | 0.07% | −167−0.6% | Reduced |
| Integrated Investment Consultants, LLC | 26,318 | $1.81M | 0.57% | +5,117+24.1% | Added |
| Park Avenue Securities LLC | 26,371 | $1.81M | 0.03% | +1,750+7.1% | Added |
| Capital Investment Advisory Services, LLC | 26,495 | $1.82M | 0.17% | +1,995+8.1% | Added |
| Salem Investment Counselors Inc | 26,504 | $1.82M | 0.06% | +945+3.7% | Added |
| Aspiriant, LLC | 26,542 | $1.83M | 0.08% | +537+2.1% | Added |
| First Dallas Securities Inc. | 26,711 | $1.84M | 0.95% | −36,187−57.5% | Reduced |
| Argus Investors' Counsel, Inc. | 26,731 | $1.84M | 1.18% | +1,035+4.0% | Added |
| Rossmore Private Capital | 26,819 | $1.85M | 0.26% | +2,925+12.2% | Added |
| Epoch Investment Partners, Inc. | 27,004 | $1.86M | 0.01% | −2,102−7.2% | Reduced |
| Banco Santander, S.A. | 27,117 | $1.87M | 0.02% | −8,628−24.1% | Reduced |
| Farther Finance Advisors, LLC | 27,184 | $1.87M | 0.13% | +5,612+26.0% | Added |
| SageView Advisory Group, LLC | 29,148 | $1.88M | 0.08% | +24,800+570.4% | Added |
| Canandaigua National Bank & Trust Co | 27,408 | $1.89M | 0.29% | −7,659−21.8% | Reduced |
| Chemistry Wealth Management LLC | 27,681 | $1.90M | 0.57% | −2,197−7.4% | Reduced |
| Altfest L J & Co Inc | 27,769 | $1.91M | 0.28% | +2,323+9.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,765 | $1.91M | 0.36% | +5,229+23.2% | Added |
| West Oak Capital, LLC | 29,310 | $1.91M | 0.89% | +310+1.1% | Added |
| Baader Bank INC | 27,834 | $1.91M | 0.16% | +50+0.2% | Added |
| MidWestOne Financial Group, Inc. | 27,921 | $1.92M | 0.36% | +153+0.6% | Added |
| WealthPLAN Partners, LLC | 27,968 | $1.92M | 0.20% | +1,415+5.3% | Added |
| RMR Capital Management, LLC | 28,002 | $1.93M | 2.21% | +28,002 | New |
| Brasada Capital Management, LP | 28,139 | $1.94M | 0.38% | +28,139 | New |
| Ashton Thomas Private Wealth, LLC | 28,144 | $1.94M | 0.12% | −3,400−10.8% | Reduced |
| Two Sigma Investments, LP | 28,200 | $1.94M | 0.00% | +20,600+271.1% | Added |
| IFP Advisors, Inc | 28,259 | $1.94M | 0.09% | −20,454−42.0% | Reduced |
| Nations Financial Group Inc, | 28,294 | $1.95M | 0.18% | +7,549+36.4% | Added |
| Martin Capital Advisors, LLP | 28,300 | $1.95M | 1.64% | −168−0.6% | Reduced |
| Capital Advisors Inc | 28,371 | $1.95M | 0.04% | −38−0.1% | Reduced |
| Canvas Wealth Advisors, LLC | 30,373 | $1.98M | 0.72% | −4,452−12.8% | Reduced |
| City Holding Co | 29,135 | $2.00M | 0.32% | +28,260+3,229.7% | Added |
| Cetera Advisors LLC | 29,194 | $2.01M | 0.03% | +874+3.1% | Added |
| Advisors Asset Management, Inc. | 29,194 | $2.01M | 0.04% | −782−2.6% | Reduced |
| Avantax Advisory Services, Inc. | 29,258 | $2.01M | 0.02% | +8,022+37.8% | Added |
| Investment Advisory Services Inc | 29,279 | $2.01M | 0.79% | −1,121−3.7% | Reduced |
| Raymond James Trust N.A. | 29,289 | $2.02M | 0.05% | +759+2.7% | Added |
| Aptus Capital Advisors, LLC | 29,312 | $2.02M | 0.06% | −9,790−25.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 29,408 | $2.02M | 0.19% | +7,209+32.5% | Added |
| Mount Vernon Associates Inc | 29,650 | $2.04M | 2.00% | −250−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 32,246 | $2.05M | 0.09% | −172−0.5% | Reduced |
| Xcel Wealth Management, LLC | 29,795 | $2.05M | 0.72% | −1,875−5.9% | Reduced |
| Miracle Mile Advisors, LLC | 29,942 | $2.06M | 0.06% | −59,549−66.5% | Reduced |
| Crown Advisors Management, Inc. | 30,000 | $2.06M | 1.41% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 30,051 | $2.07M | 0.03% | +2,130+7.6% | Added |
| GTS Securities LLC | 30,118 | $2.07M | 0.04% | +10,179+51.1% | Added |
| Bartlett & Co. LLC | 29,854 | $2.08M | 0.03% | +557+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 29,854 | $2.08M | 0.03% | +557+1.9% | Added |
| Veriti Management LLC | 30,180 | $2.08M | 0.19% | +5,341+21.5% | Added |
| Riverpark Capital Management LLC | 30,191 | $2.08M | 3.17% | +2,361+8.5% | Added |
| AllGen Financial Advisors, Inc. | 30,245 | $2.08M | 1.08% | −91−0.3% | Reduced |
| Hudson Canyon Capital Management | 30,322 | $2.09M | 1.52% | 00.0% | Unchanged |