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 |
|---|---|---|---|---|---|
| Orca Investment Management, LLC | 6,700 | $461.0K | 0.44% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,721 | $462.4K | 0.04% | −624−8.5% | Reduced |
| Hara Capital LLC | 6,732 | $463.2K | 0.33% | +6,732 | New |
| Gryphon Financial Partners LLC | 6,527 | $466.4K | 0.08% | +6,527 | New |
| Affinity Capital Advisors, LLC | 6,816 | $469.0K | 0.11% | +2,465+56.7% | Added |
| Bragg Financial Advisors, Inc | 6,836 | $470.3K | 0.02% | −40−0.6% | Reduced |
| Executive Wealth Management, LLC | 6,856 | $471.8K | 0.04% | +6,856 | New |
| Plante Moran Financial Advisors, LLC | 6,858 | $471.9K | 0.05% | −110−1.6% | Reduced |
| Geller Advisors LLC | 6,882 | $473.5K | 0.05% | +1,580+29.8% | Added |
| Trust Point Inc. | 6,887 | $473.8K | 0.04% | +6,887 | New |
| Penserra Capital Management LLC | 6,913 | $475.0K | 0.01% | −1,442−17.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,906 | $475.2K | 0.01% | +2,377+52.5% | Added |
| StoneX Group Inc. | 6,913 | $475.5K | 0.05% | +1,164+20.2% | Added |
| Peterson Wealth Services | 6,880 | $476.7K | 0.20% | +2,018+41.5% | Added |
| Centurion Wealth Management LLC | 6,962 | $479.0K | 0.20% | +581+9.1% | Added |
| Pallas Capital Advisors LLC | 6,996 | $481.3K | 0.03% | −2,353−25.2% | Reduced |
| Capital Investment Advisors, LLC | 7,000 | $481.6K | 0.01% | +1,761+33.6% | Added |
| Bahl & Gaynor Inc | 7,035 | $484.0K | 0.00% | −437−5.8% | Reduced |
| Garrison Point Advisors, LLC | 7,055 | $485.4K | 0.34% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,108 | $489.0K | 0.06% | −466−6.2% | Reduced |
| Institute for Wealth Management, LLC. | 7,108 | $489.0K | 0.08% | +1,562+28.2% | Added |
| Connectus Wealth, LLC | 7,133 | $490.8K | 0.01% | −49−0.7% | Reduced |
| Cypress Wealth Services, LLC | 7,148 | $491.8K | 0.12% | −122−1.7% | Reduced |
| Stamos Capital Partners, L.P. | 7,180 | $494.0K | 0.13% | +7,180 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 7,184 | $494.3K | 1.13% | +7,184 | New |
| Advisor Resource Council | 7,189 | $494.6K | 0.06% | +7,189 | New |
| Bank of Stockton | 7,787 | $496.7K | 0.16% | +2,417+45.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,229 | $497.4K | 0.22% | +967+15.4% | Added |
| Main Street Financial Solutions, LLC | 7,249 | $498.7K | 0.06% | −231−3.1% | Reduced |
| PDS Planning, Inc | 7,253 | $499.0K | 0.06% | −235−3.1% | Reduced |
| Carlson Capital Management | 7,273 | $500.4K | 0.03% | −41−0.6% | Reduced |
| Cozad Asset Management Inc | 7,283 | $501.1K | 0.06% | −159−2.1% | Reduced |
| VisionPoint Advisory Group, LLC | 7,392 | $508.6K | 0.19% | −58−0.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 7,402 | $509.3K | 0.10% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 7,425 | $510.8K | 0.14% | −370−4.7% | Reduced |
| Fusion Capital, LLC | 7,429 | $511.1K | 0.26% | +1,826+32.6% | Added |
| Beach Investment Counsel Inc | 7,478 | $514.0K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,497 | $515.8K | 0.03% | −14−0.2% | Reduced |
| RW Investment Management LLC | 7,515 | $517.0K | 0.08% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 7,563 | $520.3K | 0.38% | +64+0.9% | Added |
| Ellevest, Inc. | 7,604 | $523.2K | 0.04% | −666−8.1% | Reduced |
| Sheets Smith Wealth Management | 7,686 | $528.8K | 0.08% | +100+1.3% | Added |
| Desjardins Global Asset Management Inc. | 7,695 | $529.6K | 0.06% | −204−2.6% | Reduced |
| Voisard Asset Management Group, Inc. | 7,700 | $529.8K | 0.32% | +7,700 | New |
| Athena Investment Management | 7,708 | $530.3K | 0.34% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 7,713 | $530.7K | 0.06% | +7,713 | New |
| Level Four Advisory Services, LLC | 7,743 | $532.7K | 0.03% | +822+11.9% | Added |
| Index Fund Advisors, Inc. | 7,746 | $532.9K | 0.03% | +512+7.1% | Added |
| Trinity Financial Advisors LLC | 7,815 | $537.7K | 0.26% | −347−4.3% | Reduced |
| Cannell Peter B & Co Inc | 7,831 | $538.8K | 0.02% | +400+5.4% | Added |
| Angeles Investment Advisors, LLC | 7,884 | $542.4K | 0.03% | +333+4.4% | Added |
| Albion Financial Group | 7,910 | $544.2K | 0.04% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 7,941 | $546.3K | 0.12% | +7,941 | New |
| MCF Advisors LLC | 7,986 | $549.5K | 0.04% | +6,566+462.4% | Added |
| RSM US Wealth Management LLC | 8,012 | $551.2K | 0.01% | −995−11.0% | Reduced |
| Lountzis Asset Management, LLC | 8,019 | $551.7K | 0.30% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 8,025 | $552.1K | 0.03% | −1,631−16.9% | Reduced |
| Apriem Advisors | 8,031 | $552.5K | 0.07% | +147+1.9% | Added |
| Jackson Hole Capital Partners, LLC | 8,058 | $554.4K | 0.14% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,088 | $556.5K | 0.03% | +3,172+64.5% | Added |
| Circle Wealth Management, LLC | 8,093 | $556.8K | 0.01% | +664+8.9% | Added |
| Driehaus Capital Management LLC | 8,100 | $557.3K | 0.01% | +8,100 | New |
| InTrack Investment Management Inc | 8,118 | $558.5K | 0.42% | −9,569−54.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,127 | $559.1K | 0.19% | −65−0.8% | Reduced |
| Old Port Advisors | 8,136 | $559.8K | 0.19% | −841−9.4% | Reduced |
| Harbour Investments, Inc. | 8,152 | $560.9K | 0.02% | +314+4.0% | Added |
| Parkside Financial Bank & Trust | 8,167 | $561.9K | 0.10% | +1,228+17.7% | Added |
| IHT Wealth Management, LLC | 8,178 | $562.6K | 0.03% | +128+1.6% | Added |
| Demars Financial Group, LLC | 8,212 | $565.0K | 0.30% | +116+1.4% | Added |
| Pointe Capital Management LLC | 8,215 | $565.2K | 0.39% | +565+7.4% | Added |
| RFG Advisory, LLC | 8,225 | $565.8K | 0.02% | +216+2.7% | Added |
| Graypoint LLC | 8,246 | $567.4K | 0.05% | +1,959+31.2% | Added |
| Concentric Wealth Management, LLC | 8,285 | $570.0K | 0.17% | −150−1.8% | Reduced |
| Boltwood Capital Management | 8,307 | $571.5K | 0.19% | +340+4.3% | Added |
| Rehmann Capital Advisory Group | 8,330 | $573.1K | 0.05% | −470−5.3% | Reduced |
| Keene & Associates, Inc. | 8,336 | $573.5K | 0.48% | +968+13.1% | Added |
| Stokes Family Office, LLC | 8,352 | $574.6K | 0.08% | −4,469−34.9% | Reduced |
| Compass Advisory Group LLC | 8,375 | $576.2K | 0.28% | +375+4.7% | Added |
| FLC Capital Advisors | 8,396 | $577.6K | 0.16% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 8,477 | $583.2K | 0.21% | +193+2.3% | Added |
| FSB Premier Wealth Management, Inc. | 8,509 | $585.4K | 0.29% | +2,718+46.9% | Added |
| Brookstone Capital Management | 8,556 | $588.7K | 0.01% | −517−5.7% | Reduced |
| Northwest Bank & Trust Co | 8,655 | $595.3K | 0.54% | +8,655 | New |
| NBT Bank N A | 8,656 | $595.5K | 0.05% | +956+12.4% | Added |
| Sonen Capital LLC | 8,690 | $597.9K | 1.13% | −1,247−12.5% | Reduced |
| Qtron Investments LLC | 8,764 | $603.0K | 0.10% | +4,059+86.3% | Added |
| Keebeck Wealth Management, LLC | 8,768 | $603.2K | 0.10% | −85−1.0% | Reduced |
| Skopos Labs, Inc. | 8,773 | $603.6K | 0.29% | +8,773 | New |
| Financial Advisory Service, Inc. | 8,782 | $604.2K | 0.06% | −192−2.1% | Reduced |
| Symmetry Partners, LLC | 8,704 | $605.0K | 0.03% | −1,262−12.7% | Reduced |
| KMG Fiduciary Partners, LLC | 8,894 | $611.9K | 0.07% | −335−3.6% | Reduced |
| Vanguard Capital Wealth Advisors | 8,900 | $612.3K | 0.50% | +5,200+140.5% | Added |
| Power Wealth Management LLC | 8,959 | $616.4K | 0.45% | +8,959 | New |
| Fiduciary Trust Co | 8,968 | $617.0K | 0.01% | +1,451+19.3% | Added |
| Kearns & Associates LLC | 9,000 | $619.2K | 0.53% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 9,000 | $619.2K | 0.13% | +9,000 | New |
| United Bank | 9,018 | $620.4K | 0.34% | +2,870+46.7% | Added |
| Heartland Bank & Trust Co | 9,025 | $620.9K | 0.43% | −105−1.2% | Reduced |
| Birchbrook, Inc. | 9,064 | $623.6K | 0.41% | +9,064 | New |
| Marcum Wealth, LLC | 9,120 | $627.4K | 0.07% | −32−0.3% | Reduced |