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, 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 | 2,174 | $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, 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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 3,211 | $220.9K | 0.05% | +261+8.8% | Added |
| BOS Asset Management, LLC | 3,225 | $221.9K | 0.15% | +3,225 | New |
| First Horizon Advisors, Inc. | 3,243 | $223.1K | 0.01% | +274+9.2% | Added |
| Verus Capital Partners, LLC | 3,254 | $223.9K | 0.03% | −1,000−23.5% | Reduced |
| Confluence Wealth Services, Inc. | 3,269 | $224.9K | 0.02% | +3,269 | New |
| Marshall Financial Group LLC | 3,272 | $225.1K | 0.07% | +3,272 | New |
| Cottonwood Capital Advisors, LLC | 3,283 | $225.9K | 0.19% | +3,283 | New |
| Mendota Financial Group, LLC | 3,297 | $226.8K | 0.18% | +525+18.9% | Added |
| Paradigm Asset Management Co LLC | 3,300 | $227.0K | 0.06% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 3,300 | $227.0K | 0.07% | +3,300 | New |
| Thrive Wealth Management, LLC | 3,304 | $227.3K | 0.05% | +3,304 | New |
| Perennial Investment Advisors, LLC | 3,311 | $227.8K | 0.04% | +3,311 | New |
| MONECO Advisors, LLC | 3,313 | $227.9K | 0.04% | +3,313 | New |
| Quotient Wealth Partners, LLC | 3,314 | $228.0K | 0.01% | +3,314 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,336 | $229.5K | 0.02% | +1,574+89.3% | Added |
| Sky Investment Group LLC | 3,345 | $230.1K | 0.05% | +3,345 | New |
| Wimmer Associates 1, LLC | 3,366 | $231.6K | 0.13% | +3,366 | New |
| Centric Wealth Management | 3,716 | $231.8K | 0.08% | +16+0.4% | Added |
| Semus Wealth Partners LLC | 3,372 | $232.0K | 0.19% | +3,372 | New |
| SNS Financial Group, LLC | 3,373 | $232.1K | 0.03% | +3,373 | New |
| First Financial Bankshares Inc | 3,375 | $232.2K | 0.01% | +3,375 | New |
| Readystate Asset Management LP | 3,380 | $232.5K | 0.01% | −51,378−93.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,382 | $232.7K | 0.05% | +3,382 | New |
| Partners Capital Investment Group, LLP | 3,389 | $233.2K | 0.01% | +3,389 | New |
| Whalerock Point Partners, LLC | 3,397 | $233.7K | 0.07% | +3,397 | New |
| One River Asset Management, LLC | 3,400 | $233.9K | 0.07% | −42,250−92.6% | Reduced |
| CWS Financial Advisors, LLC | 3,401 | $234.0K | 0.09% | +3,401 | New |
| O'Dell Group, LLC | 3,414 | $234.8K | 0.06% | +3,414 | New |
| Capital Management Associates, Inc | 3,415 | $235.0K | 0.21% | +3,415 | New |
| Keystone Wealth Services, LLC | 3,426 | $235.7K | 0.08% | −975−22.2% | Reduced |
| KG&L Capital Management,LLC | 3,430 | $236.0K | 0.10% | +3,430 | New |
| Almanack Investment Partners, LLC. | 3,460 | $238.0K | 0.04% | +3,460 | New |
| Charles Schwab Investment Advisory, Inc. | 3,462 | $238.2K | 0.00% | +3,462 | New |
| LCM Capital Management Inc | 3,465 | $238.4K | 0.17% | +3,465 | New |
| Advisor OS, LLC | 3,469 | $238.6K | 0.03% | −8,500−71.0% | Reduced |
| Tempus Wealth Planning, LLC | 3,472 | $238.9K | 0.10% | +3,472 | New |
| Sivia Capital Partners, LLC | 3,474 | $239.0K | 0.18% | +3,474 | New |
| Concord Wealth Partners | 3,476 | $239.1K | 0.05% | −1,320−27.5% | Reduced |
| Forte Capital LLC | 3,476 | $239.2K | 0.03% | −597−14.7% | Reduced |
| Studio Investment Management LLC | 3,478 | $239.3K | 0.06% | −709−16.9% | Reduced |
| Triumph Capital Management | 3,499 | $240.7K | 0.10% | −2,328−40.0% | Reduced |
| Wisconsin Capital Management LLC | 3,500 | $240.8K | 0.14% | +3,500 | New |
| Legacy Private Trust Co. | 3,530 | $242.9K | 0.02% | −305−8.0% | Reduced |
| 1858 Wealth Management, LLC | 3,554 | $244.5K | 0.23% | +3,554 | New |
| Source Financial Advisors LLC | 3,566 | $245.3K | 0.08% | −125−3.4% | Reduced |
| Trust Co of the South | 3,566 | $245.3K | 0.06% | +3,566 | New |
| Intrepid Financial Planning Group LLC | 3,567 | $245.4K | 0.12% | −183−4.9% | Reduced |
| Grandfield & Dodd, LLC | 3,600 | $247.7K | 0.02% | +3,600 | New |
| CRA Financial Services, LLC | 3,603 | $247.9K | 0.06% | +3,603 | New |
| Landaas & Co | 3,600 | $248.0K | 0.09% | +3,600 | New |
| Tritonpoint Wealth, LLC | 3,607 | $248.2K | 0.02% | +3,607 | New |
| First Affirmative Financial Network | 3,642 | $250.6K | 0.20% | +3,642 | New |
| Stockman Wealth Management, Inc. | 3,646 | $250.8K | 0.05% | −49−1.3% | Reduced |
| Vantage Consulting Group Inc | 3,656 | $251.5K | 0.17% | −495−11.9% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $251.8K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,671 | $252.6K | 0.02% | −601−14.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,674 | $252.8K | 0.01% | +3,674 | New |
| Founders Capital Management | 3,680 | $253.2K | 0.18% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,688 | $253.7K | 0.01% | +3,688 | New |
| Quantum Financial Advisors, LLC | 3,701 | $254.6K | 0.06% | +10.0% | Added |
| Oarsman Capital, Inc. | 3,707 | $255.0K | 0.07% | +3,707 | New |
| Capital Asset Advisory Services LLC | 3,713 | $255.5K | 0.02% | +3,713 | New |
| Azimuth Capital Investment Management LLC | 3,715 | $255.6K | 0.01% | +3,715 | New |
| USAdvisors Wealth Management, LLC | 3,726 | $256.0K | 0.11% | +3,726 | New |
| Wesbanco Bank Inc | 3,735 | $257.0K | 0.01% | −605−13.9% | Reduced |
| Opus Capital Group, LLC | 3,738 | $257.0K | 0.04% | +15+0.4% | Added |
| Red Door Wealth Management, LLC | 3,750 | $258.0K | 0.06% | +40+1.1% | Added |
| Manchester Financial Inc | 3,757 | $258.5K | 0.07% | −873−18.9% | Reduced |
| GSB Wealth Management, LLC | 3,764 | $259.0K | 0.08% | +3,764 | New |
| Wealth Management Associates, Inc. | 3,783 | $260.3K | 0.14% | 00.0% | Unchanged |
| LongView Wealth Management | 3,916 | $261.4K | 0.12% | +3,916 | New |
| Family Wealth Group, LLC | 3,805 | $261.8K | 0.33% | +3,805 | New |
| BlackDiamond Wealth Management Inc. | 4,200 | $262.0K | 0.19% | −154−3.5% | Reduced |
| Advisory Alpha, LLC | 3,812 | $262.3K | 0.01% | +3,812 | New |
| West Family Investments, Inc. | 3,818 | $262.7K | 0.09% | −317−7.7% | Reduced |
| Narus Financial Partners, LLC | 3,820 | $262.8K | 0.13% | −988−20.5% | Reduced |
| Redwood Investment Management, LLC | 3,820 | $263.0K | 0.02% | +3,820 | New |
| American Institute for Advanced Investment Management, LLP | 3,825 | $263.2K | 0.23% | +3,825 | New |
| Klingman & Associates, LLC | 3,827 | $263.3K | 0.02% | +89+2.4% | Added |
| Kolinsky Wealth Management, LLC | 3,830 | $263.5K | 0.23% | −32−0.8% | Reduced |
| Ycg, LLC | 3,835 | $263.8K | 0.02% | 00.0% | Unchanged |
| Hiley Hunt Wealth Management | 3,849 | $264.8K | 0.20% | +3,849 | New |
| Callan Capital, LLC | 3,853 | $265.1K | 0.03% | +3,853 | New |
| Romano Brothers and Company | 3,865 | $265.9K | 0.04% | +3,865 | New |
| Optas, LLC | 3,887 | $267.4K | 0.08% | +3,887 | New |
| Waddell & Associates, LLC | 3,898 | $268.2K | 0.04% | +3,898 | New |
| Massmutual Trust Co FSB | 3,905 | $268.7K | 0.01% | −239−5.8% | Reduced |
| Klingenstein Fields & Co LP | 3,907 | $268.8K | 0.01% | +240+6.5% | Added |
| Westshore Wealth, LLC | 3,921 | $269.8K | 0.12% | 00.0% | Unchanged |
| Onefund, LLC | 3,936 | $270.8K | 0.35% | +3,936 | New |
| Sanders Morris Harris LLC | 4,000 | $271.2K | 0.13% | 00.0% | Unchanged |
| Provence Wealth Management Group | 3,946 | $271.5K | 0.15% | +3,746+1,873.0% | Added |
| Alpine Global Management, LLC | 3,947 | $271.6K | 0.07% | +3,947 | New |
| Van Strum & Towne Inc. | 3,950 | $271.8K | 0.11% | −150−3.7% | Reduced |
| Everhart Financial Group, Inc. | 3,990 | $274.5K | 0.10% | −889−18.2% | Reduced |
| Smartleaf Asset Management LLC | 3,995 | $274.9K | 0.07% | +3,995 | New |
| Alta Advisers Ltd | 4,000 | $275.2K | 0.15% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 4,162 | $276.2K | 0.14% | 00.0% | Unchanged |
| Laffer Tengler Investments | 4,025 | $276.9K | 0.07% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,033 | $277.5K | 0.00% | −742,474−99.5% | Reduced |