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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 5,123 | $352.5K | 0.01% | −401−7.3% | Reduced |
| Mondrian Investment Partners LTD | 5,152 | $354.5K | 0.01% | +1,482+40.4% | Added |
| Hexagon Capital Partners LLC | 5,160 | $355.0K | 0.09% | −229−4.2% | Reduced |
| Evermay Wealth Management LLC | 5,171 | $355.8K | 0.07% | −32−0.6% | Reduced |
| Virtue Capital Management, LLC | 5,318 | $357.6K | 0.07% | −2,370−30.8% | Reduced |
| Avestar Capital, LLC | 5,215 | $358.8K | 0.04% | +826+18.8% | Added |
| RMB Capital Management, LLC | 5,233 | $360.0K | 0.01% | +1,011+23.9% | Added |
| Steel Peak Wealth Management LLC | 5,253 | $361.4K | 0.02% | +579+12.4% | Added |
| KRS Capital Management, LLC | 5,270 | $362.6K | 0.34% | −1,020−16.2% | Reduced |
| Ausdal Financial Partners, Inc. | 5,277 | $363.0K | 0.04% | +97+1.9% | Added |
| Custom Index Systems, LLC | 5,278 | $363.1K | 0.23% | +5,278 | New |
| Burke & Herbert Bank & Trust Co | 5,300 | $364.6K | 0.26% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,307 | $365.1K | 0.04% | +42+0.8% | Added |
| Lodestar Private Asset Management LLC | 5,328 | $366.6K | 0.06% | +53+1.0% | Added |
| Oxinas Partners Wealth Management LLC | 5,330 | $366.7K | 0.26% | +6+0.1% | Added |
| Smithfield Trust Co | 5,330 | $368.0K | 0.02% | +89+1.7% | Added |
| Doheny Asset Management | 5,365 | $369.0K | 0.36% | −4,200−43.9% | Reduced |
| Keating Wealth Management LLC | 5,370 | $369.5K | 0.25% | +5,370 | New |
| Mather Group, LLC. | 5,407 | $372.0K | 0.01% | −1,955−26.6% | Reduced |
| L2 Asset Management, LLC | 5,416 | $372.6K | 0.15% | +5,262+3,416.9% | Added |
| Peoples Bank | 5,435 | $373.9K | 0.30% | −810−13.0% | Reduced |
| Keel Point, LLC | 5,450 | $375.0K | 0.04% | +512+10.4% | Added |
| Childress Capital Advisors, LLC | 5,456 | $375.4K | 0.11% | −4−0.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,465 | $376.0K | 0.27% | +10.0% | Added |
| Sonora Investment Management Group, LLC | 5,481 | $377.1K | 0.03% | +110+2.0% | Added |
| Eqis Capital Management, Inc. | 5,490 | $377.7K | 0.03% | +5,490 | New |
| Wealthsource Partners, LLC | 5,516 | $379.5K | 0.02% | +912+19.8% | Added |
| Atlantic Trust, LLC | 5,519 | $379.7K | 0.10% | +4,594+496.6% | Added |
| Ronald Blue Trust, Inc. | 6,920 | $380.0K | 0.01% | +689+11.1% | Added |
| Independent Financial Group, LLC | 5,538 | $381.0K | 0.02% | +457+9.0% | Added |
| Addison Advisors LLC | 5,545 | $381.5K | 0.15% | +90+1.6% | Added |
| Boyar Asset Management Inc. | 5,548 | $381.7K | 0.29% | −387−6.5% | Reduced |
| Massachusetts Wealth Management | 5,550 | $381.8K | 0.31% | +900+19.4% | Added |
| Journey Advisory Group, LLC | 5,604 | $385.6K | 0.05% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 5,622 | $386.8K | 0.17% | +5,622 | New |
| PFG Investments, LLC | 5,633 | $387.6K | 0.07% | −117−2.0% | Reduced |
| CNB Bank | 5,636 | $387.8K | 0.21% | −60−1.1% | Reduced |
| Abbrea Capital, LLC | 5,635 | $388.0K | 0.06% | −550−8.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,643 | $388.2K | 0.12% | +192+3.5% | Added |
| Proequities, Inc. | 5,645 | $388.4K | 0.03% | +291+5.4% | Added |
| Ridgecrest Wealth Partners, LLC | 5,678 | $390.6K | 0.26% | +50+0.9% | Added |
| Rosenberg Matthew Hamilton | 5,683 | $391.0K | 0.12% | −46−0.8% | Reduced |
| Clear Harbor Asset Management, LLC | 5,711 | $392.9K | 0.04% | +149+2.7% | Added |
| Concurrent Investment Advisors, LLC | 5,715 | $393.1K | 0.02% | +5,715 | New |
| River Wealth Advisors LLC | 5,731 | $394.3K | 0.06% | +649+12.8% | Added |
| Welch & Forbes LLC | 5,741 | $395.0K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 5,748 | $395.5K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,756 | $396.0K | 0.04% | +5,756 | New |
| CoreCap Advisors, LLC | 5,797 | $398.9K | 0.03% | +1,714+42.0% | Added |
| WESPAC Advisors SoCal, LLC | 5,805 | $399.4K | 0.12% | 00.0% | Unchanged |
| New Hampshire Trust | 5,812 | $399.9K | 0.10% | +10.0% | Added |
| MinichMacGregor Wealth Management, LLC | 5,818 | $400.3K | 0.12% | +5,818 | New |
| Transcend Wealth Collective, LLC | 5,846 | $402.2K | 0.04% | +1,180+25.3% | Added |
| Alliance Wealth Advisors, LLC | 5,853 | $402.7K | 0.27% | −273−4.5% | Reduced |
| Greystone Financial Group, LLC | 5,862 | $403.3K | 0.09% | −3,995−40.5% | Reduced |
| Monograph Wealth Advisors, LLC | 5,893 | $405.4K | 0.07% | −1,921−24.6% | Reduced |
| David R. Rahn & Associates Inc. | 5,895 | $405.6K | 0.17% | +5,895 | New |
| Green Square Capital Advisors LLC | 5,900 | $405.9K | 0.05% | −229−3.7% | Reduced |
| Clare Market Investments LLC | 5,900 | $405.9K | 0.14% | +5,900 | New |
| Fidelis Capital Partners, LLC | 5,910 | $406.6K | 0.09% | +5,910 | New |
| Whitener Capital Management, Inc. | 5,941 | $408.7K | 0.15% | +1,863+45.7% | Added |
| Meyer Handelman Co | 5,950 | $409.4K | 0.02% | +2,179+57.8% | Added |
| Diligent Investors, LLC | 5,959 | $410.0K | 0.11% | +176+3.0% | Added |
| Icon Wealth Advisors, LLC | 5,965 | $410.4K | 0.04% | +5,965 | New |
| Veracity Capital LLC | 5,968 | $410.6K | 0.17% | +385+6.9% | Added |
| Octavia Wealth Advisors, LLC | 5,978 | $411.3K | 0.07% | +274+4.8% | Added |
| Ariston Services Group | 5,994 | $412.4K | 0.40% | +5,994 | New |
| Atlas Private Wealth Management | 5,999 | $412.7K | 0.19% | +112+1.9% | Added |
| Mason & Associates Inc | 6,009 | $413.4K | 0.12% | −359−5.6% | Reduced |
| Michael S. Ryan, Inc. | 6,018 | $414.0K | 0.34% | 00.0% | Unchanged |
| Alpha Family Trust | 6,070 | $417.6K | 0.28% | +1,410+30.3% | Added |
| Apexium Financial, LP | 6,085 | $418.6K | 0.03% | +2,146+54.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,087 | $419.0K | 0.01% | +2,897+90.8% | Added |
| FinTrust Capital Advisors, LLC | 6,121 | $421.1K | 0.08% | −574−8.6% | Reduced |
| Legacy Advisors, LLC | 6,167 | $424.3K | 0.05% | +911+17.3% | Added |
| Cedar Brook Financial Partners, LLC | 6,535 | $426.5K | 0.09% | +2,407+58.3% | Added |
| Encompass Wealth Advisors, LLC | 6,200 | $426.6K | 0.13% | +200+3.3% | Added |
| ZRC Wealth Management, LLC | 7,826 | $429.7K | 0.26% | +2,205+39.2% | Added |
| Relative Value Partners Group, LLC | 6,266 | $431.1K | 0.03% | +52+0.8% | Added |
| Family Legacy, Inc. | 6,310 | $434.1K | 0.17% | 00.0% | Unchanged |
| Perpetual Ltd | 6,311 | $434.2K | 0.00% | −3,566−36.1% | Reduced |
| Washburn Capital Management, Inc. | 6,314 | $434.4K | 0.33% | −4,800−43.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,379 | $438.9K | 0.12% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,398 | $440.2K | 0.01% | −2,066−24.4% | Reduced |
| Arkadios Wealth Advisors | 6,410 | $441.0K | 0.04% | +73+1.2% | Added |
| Robertson Stephens Wealth Management, LLC | 6,412 | $441.1K | 0.03% | +698+12.2% | Added |
| Cooper Financial Group | 6,417 | $441.5K | 0.08% | −1,872−22.6% | Reduced |
| TAGStone Capital, Inc. | 6,425 | $442.0K | 0.29% | +28+0.4% | Added |
| Aspen Grove Capital, LLC | 6,557 | $446.5K | 0.14% | −240−3.5% | Reduced |
| Pure Financial Advisors, Inc. | 6,513 | $448.1K | 0.02% | +6,513 | New |
| Arcataur Capital Management LLC | 6,518 | $448.4K | 0.17% | −40−0.6% | Reduced |
| Tobam | 6,539 | $450.0K | 0.04% | −812−11.0% | Reduced |
| Defined Wealth Management, LLC | 6,577 | $452.5K | 0.35% | +23+0.4% | Added |
| Cornerstone Wealth Management, LLC | 6,579 | $452.6K | 0.04% | +814+14.1% | Added |
| Leavell Investment Management, Inc. | 6,600 | $454.0K | 0.03% | −13,733−67.5% | Reduced |
| Baron Wealth Management LLC | 6,643 | $457.1K | 0.25% | +401+6.4% | Added |
| NorthRock Partners, LLC | 6,649 | $457.4K | 0.02% | +1,384+26.3% | Added |
| Boston Trust Walden Corp | 6,655 | $457.9K | 0.00% | +76+1.2% | Added |
| Arden Trust Co | 6,682 | $459.7K | 0.07% | −526−7.3% | Reduced |
| Mayflower Financial Advisors, LLC | 6,690 | $460.3K | 0.06% | −385−5.4% | Reduced |