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 |
|---|---|---|---|---|---|
| Private Capital Management LLC | 4,038 | $277.8K | 0.07% | +111+2.8% | Added |
| First Business Financial Services, Inc. | 4,041 | $278.0K | 0.03% | −110−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 4,041 | $278.0K | 0.05% | +4,041 | New |
| SFG Wealth Management, LLC. | 4,050 | $278.6K | 0.19% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 4,062 | $279.5K | 0.72% | +105+2.7% | Added |
| Private Client Services, LLC | 4,081 | $280.8K | 0.23% | +4,081 | New |
| Cypress Capital Group | 4,084 | $281.0K | 0.04% | −163−3.8% | Reduced |
| Triad Investment Management | 4,100 | $282.1K | 0.37% | +99+2.5% | Added |
| Equitable Trust Co | 4,113 | $283.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,344 | $283.5K | 0.09% | −178−3.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,594 | $284.3K | 0.12% | −95−2.0% | Reduced |
| Fermata Advisors, LLC | 4,151 | $285.6K | 0.07% | +4,151 | New |
| Verity & Verity, LLC | 4,160 | $286.2K | 0.03% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 4,162 | $286.3K | 0.17% | +189+4.8% | Added |
| W.H. Cornerstone Investments Inc. | 4,170 | $287.0K | 0.23% | +4,170 | New |
| Souders Financial Advisors | 4,191 | $288.4K | 0.05% | +14+0.3% | Added |
| New Republic Capital, LLC | 4,218 | $290.2K | 0.21% | +553+15.1% | Added |
| Western Pacific Wealth Management, LP | 4,225 | $290.7K | 0.21% | +1,410+50.1% | Added |
| Proficio Capital Partners LLC | 4,229 | $290.9K | 0.04% | +505+13.6% | Added |
| Oak Harbor Wealth Partners, LLC | 4,231 | $291.1K | 0.10% | +3+0.1% | Added |
| Norway Savings Bank | 4,245 | $292.1K | 0.13% | −400−8.6% | Reduced |
| Welch Group, LLC | 4,255 | $292.8K | 0.02% | −160−3.6% | Reduced |
| Israel Discount Bank of New York | 4,267 | $293.6K | 0.23% | −313−6.8% | Reduced |
| Sweet Financial Partners, LLC | 4,280 | $294.5K | 0.07% | 00.0% | Unchanged |
| LM Advisors LLC | 4,280 | $294.5K | 0.06% | +4,280 | New |
| Bradley Foster & Sargent Inc | 4,284 | $294.7K | 0.01% | −5,003−53.9% | Reduced |
| Beaumont Financial Advisors, LLC | 4,288 | $295.0K | 0.03% | +112+2.7% | Added |
| Edgewood Management LLC | 4,300 | $295.8K | 0.00% | −1,060−19.8% | Reduced |
| Ledyard National Bank | 4,300 | $295.8K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,300 | $295.9K | 0.02% | +4,300 | New |
| Allstate Corp | 4,307 | $296.3K | 0.02% | −547−11.3% | Reduced |
| Boston Financial Mangement LLC | 4,314 | $296.8K | 0.01% | −4,060−48.5% | Reduced |
| Silver Coast Investments LLC | 4,314 | $296.8K | 0.13% | +4,314 | New |
| Verity Asset Management, Inc. | 4,316 | $296.9K | 0.19% | +4,316 | New |
| Benin Management CORP | 4,322 | $297.4K | 0.10% | −878−16.9% | Reduced |
| Integral Investment Advisors, Inc. | 4,324 | $297.5K | 0.19% | −57−1.3% | Reduced |
| Prosperitas Financial LLC | 4,342 | $298.7K | 0.22% | −277−6.0% | Reduced |
| Tompkins Financial Corp | 4,353 | $299.5K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 4,364 | $300.2K | 0.04% | −492−10.1% | Reduced |
| Enterprise Financial Services Corp | 4,368 | $300.5K | 0.18% | −336−7.1% | Reduced |
| Delta Financial Advisors LLC | 4,422 | $304.2K | 0.13% | 00.0% | Unchanged |
| Cutler Group LP | 4,460 | $306.0K | 0.04% | −11,138−71.4% | Reduced |
| Investors Asset Management of Georgia Inc | 4,451 | $306.3K | 0.16% | +200+4.7% | Added |
| Reitz Capital Advisors LLC | 4,461 | $306.9K | 0.55% | −120−2.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,469 | $307.4K | 0.02% | +50+1.1% | Added |
| Hollencrest Capital Management | 4,477 | $308.0K | 0.03% | +983+28.1% | Added |
| Stratos Wealth Advisors, LLC | 4,491 | $309.0K | 0.02% | +563+14.3% | Added |
| Lester Murray Antman dba SimplyRich | 4,510 | $310.0K | 0.11% | 00.0% | Unchanged |
| Future Fund LLC | 4,516 | $310.7K | 0.86% | +400+9.7% | Added |
| RNC Capital Management LLC | 4,518 | $310.8K | 0.02% | −73−1.6% | Reduced |
| Gray Wealth Management Inc. | 4,552 | $313.2K | 0.15% | +278+6.5% | Added |
| Horan Securities, Inc. | 4,557 | $313.5K | 0.16% | −6−0.1% | Reduced |
| Essex LLC | 4,570 | $314.4K | 0.08% | −31−0.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,582 | $315.2K | 0.06% | −381−7.7% | Reduced |
| CKW Financial Group | 4,600 | $316.0K | 0.04% | +500+12.2% | Added |
| Ameritas Advisory Services, LLC | 4,732 | $316.5K | 0.02% | +4,732 | New |
| Zacks Investment Management | 4,614 | $317.4K | 0.00% | +4,614 | New |
| Ferguson Wellman Capital Management, Inc | 4,614 | $317.4K | 0.01% | −27−0.6% | Reduced |
| Curated Wealth Partners LLC | 4,643 | $319.4K | 0.05% | −2,611−36.0% | Reduced |
| Court Place Advisors, LLC | 4,650 | $319.9K | 0.11% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4,653 | $320.1K | 0.07% | +569+13.9% | Added |
| Michael B. Yongue | 4,663 | $320.8K | 0.29% | +796+20.6% | Added |
| Simon Quick Advisors, LLC | 4,694 | $322.9K | 0.03% | +80+1.7% | Added |
| BSW Wealth Partners | 4,713 | $324.2K | 0.06% | +463+10.9% | Added |
| Harbour Trust & Investment Management Co | 4,727 | $325.2K | 0.05% | +4,727 | New |
| Coastwise Capital Group, LLC | 4,727 | $325.2K | 0.33% | −587−11.0% | Reduced |
| Enzi Wealth | 5,193 | $325.7K | 0.16% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,748 | $326.7K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,750 | $326.8K | 0.04% | +46+1.0% | Added |
| Noesis Capital Mangement Corp | 4,753 | $327.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,772 | $328.3K | 0.05% | −119−2.4% | Reduced |
| Moser Wealth Advisors, LLC | 4,775 | $328.5K | 0.21% | +1,500+45.8% | Added |
| Camden Capital, LLC | 4,775 | $328.5K | 0.03% | −122−2.5% | Reduced |
| Waters Parkerson & Co., LLC | 4,793 | $330.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,800 | $330.2K | 0.07% | −400−7.7% | Reduced |
| Old Mission Investment Co LLC | 4,800 | $330.2K | 0.12% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4,807 | $330.7K | 0.04% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 4,810 | $330.9K | 0.10% | +4,810 | New |
| Mizuho Markets Cayman LP | 4,818 | $331.5K | 0.29% | −21,718−81.8% | Reduced |
| Kaizen Financial Strategies | 4,823 | $331.8K | 0.25% | −2,110−30.4% | Reduced |
| Sage Mountain Advisors LLC | 4,832 | $332.4K | 0.04% | +1,118+30.1% | Added |
| Vista Private Wealth Partners. LLC | 4,982 | $334.1K | 0.18% | +36+0.7% | Added |
| Relyea Zuckerberg Hanson LLC | 4,879 | $335.7K | 0.07% | +63+1.3% | Added |
| Brighton Jones LLC | 4,883 | $335.9K | 0.01% | −47−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,885 | $336.1K | 0.03% | −28,200−85.2% | Reduced |
| Arete Wealth Advisors, LLC | 4,891 | $336.5K | 0.03% | +803+19.6% | Added |
| Berger Financial Group, Inc | 4,916 | $338.2K | 0.04% | +407+9.0% | Added |
| Hyman Charles D | 4,930 | $339.0K | 0.02% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,932 | $339.3K | 0.01% | −1,778−26.5% | Reduced |
| Kingsview Wealth Management, LLC | 4,943 | $340.1K | 0.01% | −31,762−86.5% | Reduced |
| Triangle Securities Wealth Management | 4,971 | $342.0K | 0.11% | −1,210−19.6% | Reduced |
| Joel Isaacson & Co., LLC | 4,979 | $342.6K | 0.02% | +28+0.6% | Added |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $342.6K | 0.20% | +5,326 | New |
| Viewpoint Capital Management LLC | 5,000 | $344.0K | 0.24% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 4,984 | $344.0K | 0.07% | +4,984 | New |
| Napa Wealth Management | 5,020 | $345.4K | 0.19% | +5,020 | New |
| Seeds Investor LLC | 5,038 | $346.6K | 0.39% | +5,038 | New |
| Haverford Trust Co | 5,096 | $350.6K | 0.00% | +899+21.4% | Added |
| Chilton Capital Management LLC | 5,111 | $351.6K | 0.02% | +55+1.1% | Added |
| Trillium Asset Management, LLC | 5,111 | $352.0K | 0.01% | 00.0% | Unchanged |