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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 11,375 | $782.6K | 0.06% | +1,499+15.2% | Added |
| Edmond de Rothschild Holding S.A. | 11,361 | $781.6K | 0.01% | +1,229+12.1% | Added |
| Novare Capital Management LLC | 11,304 | $777.7K | 0.08% | −1,800−13.7% | Reduced |
| Emerald Advisers, LLC | 11,299 | $777.4K | 0.03% | +1,358+13.7% | Added |
| Keystone Financial Services | 11,283 | $776.2K | 0.37% | +299+2.7% | Added |
| Vima LLC | 11,159 | $767.7K | 1.77% | +11,159 | New |
| Zimmermann Investment Management & Planning LLC | 11,125 | $765.4K | 0.31% | −1,171−9.5% | Reduced |
| Mutual Advisors, LLC | 11,119 | $765.0K | 0.03% | −670−5.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,069 | $762.0K | 0.24% | −115−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,019 | $758.1K | 0.09% | +5,570+102.2% | Added |
| International Assets Investment Management, LLC | 10,994 | $756.4K | 0.10% | +612+5.9% | Added |
| Venturi Wealth Management, LLC | 10,899 | $749.9K | 0.05% | −3,324−23.4% | Reduced |
| Shira Ridge Wealth Management | 10,845 | $746.2K | 0.45% | +9+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 10,776 | $741.4K | 0.12% | −529−4.7% | Reduced |
| Financial Advisory Corp | 10,739 | $739.0K | 0.33% | +5,574+107.9% | Added |
| Unio Capital LLC | 10,675 | $734.4K | 0.38% | −710−6.2% | Reduced |
| Navalign, LLC | 10,657 | $733.2K | 0.26% | −579−5.2% | Reduced |
| Platform Technology Partners | 11,305 | $729.2K | 0.28% | −246−2.1% | Reduced |
| Drive Wealth Management, LLC | 10,564 | $726.8K | 0.23% | −486−4.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,546 | $725.6K | 0.24% | −271−2.5% | Reduced |
| GAMMA Investing LLC | 11,523 | $725.0K | 0.20% | +11,523 | New |
| Sunbelt Securities, Inc. | 10,524 | $724.0K | 0.09% | −131−1.2% | Reduced |
| Thor Investment Management Inc | 10,521 | $723.8K | 0.63% | +10,521 | New |
| Moseley Investment Management Inc | 10,339 | $711.3K | 0.40% | −202−1.9% | Reduced |
| Capital Advantage, Inc. | 10,336 | $711.1K | 0.14% | −252−2.4% | Reduced |
| WNY Asset Management, LLC | 10,327 | $710.5K | 0.12% | −302−2.8% | Reduced |
| Berkshire Asset Management LLC | 10,325 | $710.4K | 0.04% | −32−0.3% | Reduced |
| Ridgewood Investments LLC | 10,298 | $708.5K | 0.42% | +1,708+19.9% | Added |
| Westmount Partners, LLC | 10,290 | $708.0K | 0.29% | −420−3.9% | Reduced |
| Royce & Associates LP | 10,270 | $706.6K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 10,260 | $705.9K | 0.19% | −131−1.3% | Reduced |
| Clean Yield Group | 10,240 | $704.5K | 0.30% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 10,195 | $701.4K | 0.08% | +18+0.2% | Added |
| Strategic Blueprint, LLC | 10,172 | $699.8K | 0.06% | +749+7.9% | Added |
| Retirement Planning Co of New England, Inc. | 10,165 | $699.4K | 0.32% | +3,034+42.5% | Added |
| Pitcairn Co | 10,057 | $691.9K | 0.05% | −124−1.2% | Reduced |
| Oak Thistle LLC | 10,052 | $691.6K | 0.20% | +5,816+137.3% | Added |
| Ambassador Advisors, LLC | 11,081 | $691.1K | 0.15% | −244−2.2% | Reduced |
| Redmont Wealth Advisors LLC | 10,043 | $691.0K | 1.01% | −1,700−14.5% | Reduced |
| Verition Fund Management LLC | 10,030 | $690.1K | 0.01% | −16,332−62.0% | Reduced |
| Ironwood Financial, llc | 10,026 | $689.8K | 0.17% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 10,015 | $689.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Unique Wealth Strategies, LLC | 9,971 | $686.0K | 0.46% | +9,971 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 9,937 | $683.7K | 0.08% | −2,701−21.4% | Reduced |
| Bridge Advisory, LLC | 9,935 | $683.5K | 0.34% | −41−0.4% | Reduced |
| Carson Advisory Inc. | 9,822 | $675.8K | 0.53% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 9,782 | $673.0K | 0.24% | +207+2.2% | Added |
| Waterloo Capital, L.P. | 9,768 | $672.1K | 0.11% | +9,768 | New |
| Meridian Wealth Management, LLC | 9,762 | $671.6K | 0.04% | −3,708−27.5% | Reduced |
| Cornerstone Advisory, LLC | 9,760 | $671.5K | 0.10% | −433−4.2% | Reduced |
| Logan Capital Management Inc | 9,729 | $669.4K | 0.03% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 9,588 | $666.9K | 0.02% | +1,500+18.5% | Added |
| Boyd Watterson Asset Management LLC | 9,693 | $666.9K | 0.26% | −8−0.1% | Reduced |
| First Trust Advisors LP | 9,612 | $661.3K | 0.00% | −56,276−85.4% | Reduced |
| Edge Capital Group, LLC | 9,595 | $660.1K | 0.04% | −448−4.5% | Reduced |
| 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 |
| Ninety One SA (PTY) Ltd | 9,527 | $655.5K | 0.10% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 9,527 | $655.5K | 0.38% | +1,014+11.9% | Added |
| Good Life Advisors, LLC | 9,475 | $651.9K | 0.06% | −484−4.9% | Reduced |
| Crumly & Associates Inc. | 9,439 | $649.4K | 0.19% | −1,539−14.0% | Reduced |
| Atomi Financial Group, Inc. | 9,419 | $648.0K | 0.09% | +2,229+31.0% | Added |
| CX Institutional | 9,403 | $647.0K | 0.03% | −550−5.5% | Reduced |
| Castleark Management LLC | 9,360 | $644.0K | 0.03% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,358 | $643.9K | 0.17% | −82−0.9% | Reduced |
| Essex Financial Services, Inc. | 9,299 | $639.8K | 0.07% | +246+2.7% | Added |
| Wintrust Investments LLC | 9,282 | $639.0K | 0.06% | +1,705+22.5% | Added |
| Wealth Quarterback LLC | 9,269 | $637.7K | 0.39% | +441+5.0% | Added |
| Omega Financial Group, LLC | 9,258 | $637.0K | 0.27% | +35+0.4% | Added |
| Brown Capital Management LLC | 9,200 | $633.0K | 0.01% | −4,426−32.5% | Reduced |
| Canopy Partners, LLC | 9,197 | $632.8K | 0.39% | +9,197 | New |
| Osborne Partners Capital Management, LLC | 9,171 | $630.9K | 0.04% | −379−4.0% | Reduced |
| Private Ocean, LLC | 9,143 | $629.0K | 0.06% | +2,397+35.5% | Added |
| Traynor Capital Management, Inc. | 9,140 | $628.8K | 0.07% | +148+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 9,120 | $627.5K | 0.06% | +29+0.3% | Added |
| Marcum Wealth, LLC | 9,120 | $627.4K | 0.07% | −32−0.3% | Reduced |
| Birchbrook, Inc. | 9,064 | $623.6K | 0.41% | +9,064 | New |
| Heartland Bank & Trust Co | 9,025 | $620.9K | 0.43% | −105−1.2% | Reduced |
| United Bank | 9,018 | $620.4K | 0.34% | +2,870+46.7% | 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 |
| Fiduciary Trust Co | 8,968 | $617.0K | 0.01% | +1,451+19.3% | Added |
| Power Wealth Management LLC | 8,959 | $616.4K | 0.45% | +8,959 | New |
| Vanguard Capital Wealth Advisors | 8,900 | $612.3K | 0.50% | +5,200+140.5% | Added |
| KMG Fiduciary Partners, LLC | 8,894 | $611.9K | 0.07% | −335−3.6% | Reduced |
| Symmetry Partners, LLC | 8,704 | $605.0K | 0.03% | −1,262−12.7% | Reduced |
| Financial Advisory Service, Inc. | 8,782 | $604.2K | 0.06% | −192−2.1% | Reduced |
| Skopos Labs, Inc. | 8,773 | $603.6K | 0.29% | +8,773 | New |
| Keebeck Wealth Management, LLC | 8,768 | $603.2K | 0.10% | −85−1.0% | Reduced |
| Qtron Investments LLC | 8,764 | $603.0K | 0.10% | +4,059+86.3% | Added |
| Sonen Capital LLC | 8,690 | $597.9K | 1.13% | −1,247−12.5% | Reduced |
| NBT Bank N A | 8,656 | $595.5K | 0.05% | +956+12.4% | Added |
| Northwest Bank & Trust Co | 8,655 | $595.3K | 0.54% | +8,655 | New |
| Brookstone Capital Management | 8,556 | $588.7K | 0.01% | −517−5.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,509 | $585.4K | 0.29% | +2,718+46.9% | Added |
| Cavalier Investments, LLC | 8,477 | $583.2K | 0.21% | +193+2.3% | Added |
| FLC Capital Advisors | 8,396 | $577.6K | 0.16% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 8,375 | $576.2K | 0.28% | +375+4.7% | Added |