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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 8,352 | $574.6K | 0.08% | −4,469−34.9% | Reduced |
| Keene & Associates, Inc. | 8,336 | $573.5K | 0.48% | +968+13.1% | Added |
| Rehmann Capital Advisory Group | 8,330 | $573.1K | 0.05% | −470−5.3% | Reduced |
| Boltwood Capital Management | 8,307 | $571.5K | 0.19% | +340+4.3% | Added |
| Concentric Wealth Management, LLC | 8,285 | $570.0K | 0.17% | −150−1.8% | Reduced |
| Graypoint LLC | 8,246 | $567.4K | 0.05% | +1,959+31.2% | Added |
| RFG Advisory, LLC | 8,225 | $565.8K | 0.02% | +216+2.7% | Added |
| Pointe Capital Management LLC | 8,215 | $565.2K | 0.39% | +565+7.4% | Added |
| Demars Financial Group, LLC | 8,212 | $565.0K | 0.30% | +116+1.4% | Added |
| IHT Wealth Management, LLC | 8,178 | $562.6K | 0.03% | +128+1.6% | Added |
| Parkside Financial Bank & Trust | 8,167 | $561.9K | 0.10% | +1,228+17.7% | Added |
| Harbour Investments, Inc. | 8,152 | $560.9K | 0.02% | +314+4.0% | Added |
| Old Port Advisors | 8,136 | $559.8K | 0.19% | −841−9.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,127 | $559.1K | 0.19% | −65−0.8% | Reduced |
| InTrack Investment Management Inc | 8,118 | $558.5K | 0.42% | −9,569−54.1% | Reduced |
| Driehaus Capital Management LLC | 8,100 | $557.3K | 0.01% | +8,100 | New |
| Circle Wealth Management, LLC | 8,093 | $556.8K | 0.01% | +664+8.9% | Added |
| Fulton Bank, N.A. | 8,088 | $556.5K | 0.03% | +3,172+64.5% | Added |
| Jackson Hole Capital Partners, LLC | 8,058 | $554.4K | 0.14% | 00.0% | Unchanged |
| Apriem Advisors | 8,031 | $552.5K | 0.07% | +147+1.9% | Added |
| Credential Qtrade Securities Inc. | 8,025 | $552.1K | 0.03% | −1,631−16.9% | Reduced |
| Lountzis Asset Management, LLC | 8,019 | $551.7K | 0.30% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,012 | $551.2K | 0.01% | −995−11.0% | Reduced |
| MCF Advisors LLC | 7,986 | $549.5K | 0.04% | +6,566+462.4% | Added |
| Premier Path Wealth Partners, LLC | 7,941 | $546.3K | 0.12% | +7,941 | New |
| Albion Financial Group | 7,910 | $544.2K | 0.04% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,884 | $542.4K | 0.03% | +333+4.4% | Added |
| Cannell Peter B & Co Inc | 7,831 | $538.8K | 0.02% | +400+5.4% | Added |
| Trinity Financial Advisors LLC | 7,815 | $537.7K | 0.26% | −347−4.3% | Reduced |
| Index Fund Advisors, Inc. | 7,746 | $532.9K | 0.03% | +512+7.1% | Added |
| Level Four Advisory Services, LLC | 7,743 | $532.7K | 0.03% | +822+11.9% | Added |
| Lyell Wealth Management, LP | 7,713 | $530.7K | 0.06% | +7,713 | New |
| Athena Investment Management | 7,708 | $530.3K | 0.34% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 7,700 | $529.8K | 0.32% | +7,700 | New |
| Desjardins Global Asset Management Inc. | 7,695 | $529.6K | 0.06% | −204−2.6% | Reduced |
| Sheets Smith Wealth Management | 7,686 | $528.8K | 0.08% | +100+1.3% | Added |
| Ellevest, Inc. | 7,604 | $523.2K | 0.04% | −666−8.1% | Reduced |
| Sutton Place Investors LLC | 7,563 | $520.3K | 0.38% | +64+0.9% | Added |
| RW Investment Management LLC | 7,515 | $517.0K | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,497 | $515.8K | 0.03% | −14−0.2% | Reduced |
| Beach Investment Counsel Inc | 7,478 | $514.0K | 0.06% | 00.0% | Unchanged |
| Fusion Capital, LLC | 7,429 | $511.1K | 0.26% | +1,826+32.6% | Added |
| Legacy Capital Wealth Partners, LLC | 7,425 | $510.8K | 0.14% | −370−4.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 7,402 | $509.3K | 0.10% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 7,392 | $508.6K | 0.19% | −58−0.8% | Reduced |
| Cozad Asset Management Inc | 7,283 | $501.1K | 0.06% | −159−2.1% | Reduced |
| Carlson Capital Management | 7,273 | $500.4K | 0.03% | −41−0.6% | Reduced |
| PDS Planning, Inc | 7,253 | $499.0K | 0.06% | −235−3.1% | Reduced |
| Main Street Financial Solutions, LLC | 7,249 | $498.7K | 0.06% | −231−3.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,229 | $497.4K | 0.22% | +967+15.4% | Added |
| Bank of Stockton | 7,787 | $496.7K | 0.16% | +2,417+45.0% | Added |
| Advisor Resource Council | 7,189 | $494.6K | 0.06% | +7,189 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 7,184 | $494.3K | 1.13% | +7,184 | New |
| Stamos Capital Partners, L.P. | 7,180 | $494.0K | 0.13% | +7,180 | New |
| Cypress Wealth Services, LLC | 7,148 | $491.8K | 0.12% | −122−1.7% | Reduced |
| Connectus Wealth, LLC | 7,133 | $490.8K | 0.01% | −49−0.7% | Reduced |
| Institute for Wealth Management, LLC. | 7,108 | $489.0K | 0.08% | +1,562+28.2% | Added |
| Hilltop Holdings Inc. | 7,108 | $489.0K | 0.06% | −466−6.2% | Reduced |
| Garrison Point Advisors, LLC | 7,055 | $485.4K | 0.34% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 7,035 | $484.0K | 0.00% | −437−5.8% | Reduced |
| Capital Investment Advisors, LLC | 7,000 | $481.6K | 0.01% | +1,761+33.6% | Added |
| Pallas Capital Advisors LLC | 6,996 | $481.3K | 0.03% | −2,353−25.2% | Reduced |
| Centurion Wealth Management LLC | 6,962 | $479.0K | 0.20% | +581+9.1% | Added |
| Peterson Wealth Services | 6,880 | $476.7K | 0.20% | +2,018+41.5% | Added |
| StoneX Group Inc. | 6,913 | $475.5K | 0.05% | +1,164+20.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,906 | $475.2K | 0.01% | +2,377+52.5% | Added |
| Penserra Capital Management LLC | 6,913 | $475.0K | 0.01% | −1,442−17.3% | Reduced |
| Trust Point Inc. | 6,887 | $473.8K | 0.04% | +6,887 | New |
| Geller Advisors LLC | 6,882 | $473.5K | 0.05% | +1,580+29.8% | Added |
| Plante Moran Financial Advisors, LLC | 6,858 | $471.9K | 0.05% | −110−1.6% | Reduced |
| Executive Wealth Management, LLC | 6,856 | $471.8K | 0.04% | +6,856 | New |
| Bragg Financial Advisors, Inc | 6,836 | $470.3K | 0.02% | −40−0.6% | Reduced |
| Affinity Capital Advisors, LLC | 6,816 | $469.0K | 0.11% | +2,465+56.7% | Added |
| Gryphon Financial Partners LLC | 6,527 | $466.4K | 0.08% | +6,527 | New |
| Hara Capital LLC | 6,732 | $463.2K | 0.33% | +6,732 | New |
| Fukoku Mutual Life Insurance Co | 6,721 | $462.4K | 0.04% | −624−8.5% | Reduced |
| Orca Investment Management, LLC | 6,700 | $461.0K | 0.44% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 6,690 | $460.3K | 0.06% | −385−5.4% | Reduced |
| Arden Trust Co | 6,682 | $459.7K | 0.07% | −526−7.3% | Reduced |
| Boston Trust Walden Corp | 6,655 | $457.9K | 0.00% | +76+1.2% | Added |
| NorthRock Partners, LLC | 6,649 | $457.4K | 0.02% | +1,384+26.3% | Added |
| Baron Wealth Management LLC | 6,643 | $457.1K | 0.25% | +401+6.4% | Added |
| Leavell Investment Management, Inc. | 6,600 | $454.0K | 0.03% | −13,733−67.5% | Reduced |
| Cornerstone Wealth Management, LLC | 6,579 | $452.6K | 0.04% | +814+14.1% | Added |
| Defined Wealth Management, LLC | 6,577 | $452.5K | 0.35% | +23+0.4% | Added |
| Tobam | 6,539 | $450.0K | 0.04% | −812−11.0% | Reduced |
| Arcataur Capital Management LLC | 6,518 | $448.4K | 0.17% | −40−0.6% | Reduced |
| Pure Financial Advisors, Inc. | 6,513 | $448.1K | 0.02% | +6,513 | New |
| Aspen Grove Capital, LLC | 6,557 | $446.5K | 0.14% | −240−3.5% | Reduced |
| TAGStone Capital, Inc. | 6,425 | $442.0K | 0.29% | +28+0.4% | Added |
| Cooper Financial Group | 6,417 | $441.5K | 0.08% | −1,872−22.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,412 | $441.1K | 0.03% | +698+12.2% | Added |
| Arkadios Wealth Advisors | 6,410 | $441.0K | 0.04% | +73+1.2% | Added |
| Williams Jones Wealth Management, LLC. | 6,398 | $440.2K | 0.01% | −2,066−24.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,379 | $438.9K | 0.12% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 6,314 | $434.4K | 0.33% | −4,800−43.2% | Reduced |
| Perpetual Ltd | 6,311 | $434.2K | 0.00% | −3,566−36.1% | Reduced |
| Family Legacy, Inc. | 6,310 | $434.1K | 0.17% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 6,266 | $431.1K | 0.03% | +52+0.8% | Added |
| ZRC Wealth Management, LLC | 7,826 | $429.7K | 0.26% | +2,205+39.2% | Added |