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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 9,120 | $627.5K | 0.06% | +29+0.3% | Added |
| Traynor Capital Management, Inc. | 9,140 | $628.8K | 0.07% | +148+1.6% | Added |
| Private Ocean, LLC | 9,143 | $629.0K | 0.06% | +2,397+35.5% | Added |
| Osborne Partners Capital Management, LLC | 9,171 | $630.9K | 0.04% | −379−4.0% | Reduced |
| Canopy Partners, LLC | 9,197 | $632.8K | 0.39% | +9,197 | New |
| Brown Capital Management LLC | 9,200 | $633.0K | 0.01% | −4,426−32.5% | Reduced |
| Omega Financial Group, LLC | 9,258 | $637.0K | 0.27% | +35+0.4% | Added |
| Wealth Quarterback LLC | 9,269 | $637.7K | 0.39% | +441+5.0% | Added |
| Wintrust Investments LLC | 9,282 | $639.0K | 0.06% | +1,705+22.5% | Added |
| Essex Financial Services, Inc. | 9,299 | $639.8K | 0.07% | +246+2.7% | Added |
| Regatta Capital Group, LLC | 9,358 | $643.9K | 0.17% | −82−0.9% | Reduced |
| Castleark Management LLC | 9,360 | $644.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 9,403 | $647.0K | 0.03% | −550−5.5% | Reduced |
| Atomi Financial Group, Inc. | 9,419 | $648.0K | 0.09% | +2,229+31.0% | Added |
| Crumly & Associates Inc. | 9,439 | $649.4K | 0.19% | −1,539−14.0% | Reduced |
| Good Life Advisors, LLC | 9,475 | $651.9K | 0.06% | −484−4.9% | Reduced |
| Lazari Capital Management, Inc. | 9,527 | $655.5K | 0.38% | +1,014+11.9% | Added |
| Ninety One SA (PTY) Ltd | 9,527 | $655.5K | 0.10% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,567 | $658.2K | 0.02% | −38,086−79.9% | Reduced |
| Mystic Asset Management, Inc. | 9,567 | $658.2K | 0.31% | +5,000+109.5% | Added |
| Edge Capital Group, LLC | 9,595 | $660.1K | 0.04% | −448−4.5% | Reduced |
| First Trust Advisors LP | 9,612 | $661.3K | 0.00% | −56,276−85.4% | Reduced |
| Boyd Watterson Asset Management LLC | 9,693 | $666.9K | 0.26% | −8−0.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 9,588 | $666.9K | 0.02% | +1,500+18.5% | Added |
| Logan Capital Management Inc | 9,729 | $669.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 9,760 | $671.5K | 0.10% | −433−4.2% | Reduced |
| Meridian Wealth Management, LLC | 9,762 | $671.6K | 0.04% | −3,708−27.5% | Reduced |
| Waterloo Capital, L.P. | 9,768 | $672.1K | 0.11% | +9,768 | New |
| Enterprise Bank & Trust Co | 9,782 | $673.0K | 0.24% | +207+2.2% | Added |
| Carson Advisory Inc. | 9,822 | $675.8K | 0.53% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 9,935 | $683.5K | 0.34% | −41−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,937 | $683.7K | 0.08% | −2,701−21.4% | Reduced |
| Unique Wealth Strategies, LLC | 9,971 | $686.0K | 0.46% | +9,971 | New |
| Emfo, LLC | 10,000 | $688.0K | 0.64% | −5,000−33.3% | Reduced |
| Jupiter Wealth Management LLC | 10,000 | $688.0K | 0.40% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 10,015 | $689.0K | 0.07% | 00.0% | Unchanged |
| Ironwood Financial, llc | 10,026 | $689.8K | 0.17% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,030 | $690.1K | 0.01% | −16,332−62.0% | Reduced |
| Redmont Wealth Advisors LLC | 10,043 | $691.0K | 1.01% | −1,700−14.5% | Reduced |
| Ambassador Advisors, LLC | 11,081 | $691.1K | 0.15% | −244−2.2% | Reduced |
| Oak Thistle LLC | 10,052 | $691.6K | 0.20% | +5,816+137.3% | Added |
| Pitcairn Co | 10,057 | $691.9K | 0.05% | −124−1.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,165 | $699.4K | 0.32% | +3,034+42.5% | Added |
| Strategic Blueprint, LLC | 10,172 | $699.8K | 0.06% | +749+7.9% | Added |
| Founders Financial Securities LLC | 10,195 | $701.4K | 0.08% | +18+0.2% | Added |
| Clean Yield Group | 10,240 | $704.5K | 0.30% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 10,260 | $705.9K | 0.19% | −131−1.3% | Reduced |
| Royce & Associates LP | 10,270 | $706.6K | 0.01% | 00.0% | Unchanged |
| Westmount Partners, LLC | 10,290 | $708.0K | 0.29% | −420−3.9% | Reduced |
| Ridgewood Investments LLC | 10,298 | $708.5K | 0.42% | +1,708+19.9% | Added |
| Berkshire Asset Management LLC | 10,325 | $710.4K | 0.04% | −32−0.3% | Reduced |
| WNY Asset Management, LLC | 10,327 | $710.5K | 0.12% | −302−2.8% | Reduced |
| Capital Advantage, Inc. | 10,336 | $711.1K | 0.14% | −252−2.4% | Reduced |
| Moseley Investment Management Inc | 10,339 | $711.3K | 0.40% | −202−1.9% | Reduced |
| Thor Investment Management Inc | 10,521 | $723.8K | 0.63% | +10,521 | New |
| Sunbelt Securities, Inc. | 10,524 | $724.0K | 0.09% | −131−1.2% | Reduced |
| GAMMA Investing LLC | 11,523 | $725.0K | 0.20% | +11,523 | New |
| Legacy Wealth Asset Management, LLC | 10,546 | $725.6K | 0.24% | −271−2.5% | Reduced |
| Drive Wealth Management, LLC | 10,564 | $726.8K | 0.23% | −486−4.4% | Reduced |
| Platform Technology Partners | 11,305 | $729.2K | 0.28% | −246−2.1% | Reduced |
| Navalign, LLC | 10,657 | $733.2K | 0.26% | −579−5.2% | Reduced |
| Unio Capital LLC | 10,675 | $734.4K | 0.38% | −710−6.2% | Reduced |
| Financial Advisory Corp | 10,739 | $739.0K | 0.33% | +5,574+107.9% | Added |
| Baker Tilly Wealth Management, LLC | 10,776 | $741.4K | 0.12% | −529−4.7% | Reduced |
| Shira Ridge Wealth Management | 10,845 | $746.2K | 0.45% | +9+0.1% | Added |
| Venturi Wealth Management, LLC | 10,899 | $749.9K | 0.05% | −3,324−23.4% | Reduced |
| International Assets Investment Management, LLC | 10,994 | $756.4K | 0.10% | +612+5.9% | Added |
| Kingswood Wealth Advisors, LLC | 11,019 | $758.1K | 0.09% | +5,570+102.2% | Added |
| Dumont & Blake Investment Advisors LLC | 11,069 | $762.0K | 0.24% | −115−1.0% | Reduced |
| Mutual Advisors, LLC | 11,119 | $765.0K | 0.03% | −670−5.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 11,125 | $765.4K | 0.31% | −1,171−9.5% | Reduced |
| Vima LLC | 11,159 | $767.7K | 1.77% | +11,159 | New |
| Keystone Financial Services | 11,283 | $776.2K | 0.37% | +299+2.7% | Added |
| Emerald Advisers, LLC | 11,299 | $777.4K | 0.03% | +1,358+13.7% | Added |
| Novare Capital Management LLC | 11,304 | $777.7K | 0.08% | −1,800−13.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,361 | $781.6K | 0.01% | +1,229+12.1% | Added |
| Western Wealth Management, LLC | 11,375 | $782.6K | 0.06% | +1,499+15.2% | Added |
| Patrick M Sweeney & Associates, Inc | 11,381 | $783.0K | 0.72% | +11,381 | New |
| Cynosure Management, LLC | 11,393 | $783.9K | 0.14% | −79−0.7% | Reduced |
| Northcape Wealth Management, LLC | 11,482 | $790.0K | 0.29% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 11,484 | $790.1K | 0.71% | +11,484 | New |
| Lodestone Wealth Management LLC | 11,509 | $791.8K | 0.46% | +50+0.4% | Added |
| Opinicus Capital, Inc. | 11,529 | $793.2K | 0.81% | +11,529 | New |
| Wedmont Private Capital | 11,700 | $793.3K | 0.06% | +632+5.7% | Added |
| Schechter Investment Advisors, LLC | 11,650 | $801.5K | 0.07% | +5,181+80.1% | Added |
| Personal Cfo Solutions, LLC | 11,685 | $803.9K | 0.14% | +2,291+24.4% | Added |
| Stablepoint Partners, LLC | 11,702 | $805.1K | 0.21% | +11,702 | New |
| Powell Investment Advisors, LLC | 11,738 | $807.6K | 0.45% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 11,740 | $807.7K | 0.28% | −135−1.1% | Reduced |
| Napatree Capital LLC | 11,787 | $810.9K | 0.81% | +11,787 | New |
| Citizens National Bank Trust Department | 11,920 | $820.1K | 0.21% | 00.0% | Unchanged |
| LGT Group Foundation | 11,816 | $821.8K | 0.02% | −134,860−91.9% | Reduced |
| Derbend Asset Management | 11,983 | $824.4K | 0.48% | +44+0.4% | Added |
| Intact Investment Management Inc. | 12,000 | $825.6K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 12,019 | $826.9K | 0.11% | +12,019 | New |
| First Commonwealth Financial Corp | 12,051 | $829.1K | 0.26% | +2,299+23.6% | Added |
| Sage Rhino Capital LLC | 12,085 | $831.4K | 0.21% | −25−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 12,206 | $839.7K | 0.13% | −3,157−20.5% | Reduced |
| O'Rourke & Company, Inc | 12,225 | $841.0K | 0.54% | +2,596+27.0% | Added |
| Peak Planning Group, LLC | 12,224 | $841.0K | 0.60% | +27+0.2% | Added |