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 |
|---|---|---|---|---|---|
| Encompass Wealth Advisors, LLC | 6,200 | $426.6K | 0.13% | +200+3.3% | Added |
| Cedar Brook Financial Partners, LLC | 6,535 | $426.5K | 0.09% | +2,407+58.3% | Added |
| Legacy Advisors, LLC | 6,167 | $424.3K | 0.05% | +911+17.3% | Added |
| FinTrust Capital Advisors, LLC | 6,121 | $421.1K | 0.08% | −574−8.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,087 | $419.0K | 0.01% | +2,897+90.8% | Added |
| Apexium Financial, LP | 6,085 | $418.6K | 0.03% | +2,146+54.5% | Added |
| Alpha Family Trust | 6,070 | $417.6K | 0.28% | +1,410+30.3% | Added |
| Michael S. Ryan, Inc. | 6,018 | $414.0K | 0.34% | 00.0% | Unchanged |
| Mason & Associates Inc | 6,009 | $413.4K | 0.12% | −359−5.6% | Reduced |
| Atlas Private Wealth Management | 5,999 | $412.7K | 0.19% | +112+1.9% | Added |
| Ariston Services Group | 5,994 | $412.4K | 0.40% | +5,994 | New |
| Octavia Wealth Advisors, LLC | 5,978 | $411.3K | 0.07% | +274+4.8% | Added |
| Veracity Capital LLC | 5,968 | $410.6K | 0.17% | +385+6.9% | Added |
| Icon Wealth Advisors, LLC | 5,965 | $410.4K | 0.04% | +5,965 | New |
| Diligent Investors, LLC | 5,959 | $410.0K | 0.11% | +176+3.0% | Added |
| Meyer Handelman Co | 5,950 | $409.4K | 0.02% | +2,179+57.8% | Added |
| Whitener Capital Management, Inc. | 5,941 | $408.7K | 0.15% | +1,863+45.7% | Added |
| Fidelis Capital Partners, LLC | 5,910 | $406.6K | 0.09% | +5,910 | 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 |
| David R. Rahn & Associates Inc. | 5,895 | $405.6K | 0.17% | +5,895 | New |
| Monograph Wealth Advisors, LLC | 5,893 | $405.4K | 0.07% | −1,921−24.6% | Reduced |
| Greystone Financial Group, LLC | 5,862 | $403.3K | 0.09% | −3,995−40.5% | Reduced |
| Alliance Wealth Advisors, LLC | 5,853 | $402.7K | 0.27% | −273−4.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,846 | $402.2K | 0.04% | +1,180+25.3% | Added |
| MinichMacGregor Wealth Management, LLC | 5,818 | $400.3K | 0.12% | +5,818 | New |
| New Hampshire Trust | 5,812 | $399.9K | 0.10% | +10.0% | Added |
| WESPAC Advisors SoCal, LLC | 5,805 | $399.4K | 0.12% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,797 | $398.9K | 0.03% | +1,714+42.0% | Added |
| Brevan Howard Capital Management LP | 5,756 | $396.0K | 0.04% | +5,756 | New |
| Sand Hill Global Advisors, LLC | 5,748 | $395.5K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 5,741 | $395.0K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 5,731 | $394.3K | 0.06% | +649+12.8% | Added |
| Concurrent Investment Advisors, LLC | 5,715 | $393.1K | 0.02% | +5,715 | New |
| Clear Harbor Asset Management, LLC | 5,711 | $392.9K | 0.04% | +149+2.7% | Added |
| Rosenberg Matthew Hamilton | 5,683 | $391.0K | 0.12% | −46−0.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,678 | $390.6K | 0.26% | +50+0.9% | Added |
| Proequities, Inc. | 5,645 | $388.4K | 0.03% | +291+5.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,643 | $388.2K | 0.12% | +192+3.5% | Added |
| Abbrea Capital, LLC | 5,635 | $388.0K | 0.06% | −550−8.9% | Reduced |
| CNB Bank | 5,636 | $387.8K | 0.21% | −60−1.1% | Reduced |
| PFG Investments, LLC | 5,633 | $387.6K | 0.07% | −117−2.0% | Reduced |
| Hobbs Group Advisors, LLC | 5,622 | $386.8K | 0.17% | +5,622 | New |
| Journey Advisory Group, LLC | 5,604 | $385.6K | 0.05% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 5,550 | $381.8K | 0.31% | +900+19.4% | Added |
| Boyar Asset Management Inc. | 5,548 | $381.7K | 0.29% | −387−6.5% | Reduced |
| Addison Advisors LLC | 5,545 | $381.5K | 0.15% | +90+1.6% | Added |
| Independent Financial Group, LLC | 5,538 | $381.0K | 0.02% | +457+9.0% | Added |
| Ronald Blue Trust, Inc. | 6,920 | $380.0K | 0.01% | +689+11.1% | Added |
| Atlantic Trust, LLC | 5,519 | $379.7K | 0.10% | +4,594+496.6% | Added |
| Wealthsource Partners, LLC | 5,516 | $379.5K | 0.02% | +912+19.8% | Added |
| Eqis Capital Management, Inc. | 5,490 | $377.7K | 0.03% | +5,490 | New |
| Sonora Investment Management Group, LLC | 5,481 | $377.1K | 0.03% | +110+2.0% | Added |
| Aberdeen Wealth Management LLC | 5,465 | $376.0K | 0.27% | +10.0% | Added |
| Childress Capital Advisors, LLC | 5,456 | $375.4K | 0.11% | −4−0.1% | Reduced |
| Keel Point, LLC | 5,450 | $375.0K | 0.04% | +512+10.4% | Added |
| Peoples Bank | 5,435 | $373.9K | 0.30% | −810−13.0% | Reduced |
| L2 Asset Management, LLC | 5,416 | $372.6K | 0.15% | +5,262+3,416.9% | Added |
| Mather Group, LLC. | 5,407 | $372.0K | 0.01% | −1,955−26.6% | Reduced |
| Keating Wealth Management LLC | 5,370 | $369.5K | 0.25% | +5,370 | New |
| Doheny Asset Management | 5,365 | $369.0K | 0.36% | −4,200−43.9% | Reduced |
| Smithfield Trust Co | 5,330 | $368.0K | 0.02% | +89+1.7% | Added |
| Oxinas Partners Wealth Management LLC | 5,330 | $366.7K | 0.26% | +6+0.1% | Added |
| Lodestar Private Asset Management LLC | 5,328 | $366.6K | 0.06% | +53+1.0% | Added |
| Marks Group Wealth Management, Inc | 5,307 | $365.1K | 0.04% | +42+0.8% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $364.6K | 0.26% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 5,278 | $363.1K | 0.23% | +5,278 | New |
| Ausdal Financial Partners, Inc. | 5,277 | $363.0K | 0.04% | +97+1.9% | Added |
| KRS Capital Management, LLC | 5,270 | $362.6K | 0.34% | −1,020−16.2% | Reduced |
| Steel Peak Wealth Management LLC | 5,253 | $361.4K | 0.02% | +579+12.4% | Added |
| RMB Capital Management, LLC | 5,233 | $360.0K | 0.01% | +1,011+23.9% | Added |
| Avestar Capital, LLC | 5,215 | $358.8K | 0.04% | +826+18.8% | Added |
| Virtue Capital Management, LLC | 5,318 | $357.6K | 0.07% | −2,370−30.8% | Reduced |
| Evermay Wealth Management LLC | 5,171 | $355.8K | 0.07% | −32−0.6% | Reduced |
| Hexagon Capital Partners LLC | 5,160 | $355.0K | 0.09% | −229−4.2% | Reduced |
| Mondrian Investment Partners LTD | 5,152 | $354.5K | 0.01% | +1,482+40.4% | Added |
| Avantax Planning Partners, Inc. | 5,123 | $352.5K | 0.01% | −401−7.3% | Reduced |
| Trillium Asset Management, LLC | 5,111 | $352.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,111 | $351.6K | 0.02% | +55+1.1% | Added |
| Haverford Trust Co | 5,096 | $350.6K | 0.00% | +899+21.4% | Added |
| Seeds Investor LLC | 5,038 | $346.6K | 0.39% | +5,038 | New |
| Napa Wealth Management | 5,020 | $345.4K | 0.19% | +5,020 | New |
| Viewpoint Capital Management LLC | 5,000 | $344.0K | 0.24% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 4,984 | $344.0K | 0.07% | +4,984 | New |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $342.6K | 0.20% | +5,326 | New |
| Joel Isaacson & Co., LLC | 4,979 | $342.6K | 0.02% | +28+0.6% | Added |
| Triangle Securities Wealth Management | 4,971 | $342.0K | 0.11% | −1,210−19.6% | Reduced |
| Kingsview Wealth Management, LLC | 4,943 | $340.1K | 0.01% | −31,762−86.5% | Reduced |
| Annex Advisory Services, LLC | 4,932 | $339.3K | 0.01% | −1,778−26.5% | Reduced |
| Hyman Charles D | 4,930 | $339.0K | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 4,916 | $338.2K | 0.04% | +407+9.0% | Added |
| Arete Wealth Advisors, LLC | 4,891 | $336.5K | 0.03% | +803+19.6% | Added |
| Procyon Private Wealth Partners, LLC | 4,885 | $336.1K | 0.03% | −28,200−85.2% | Reduced |
| Brighton Jones LLC | 4,883 | $335.9K | 0.01% | −47−1.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,879 | $335.7K | 0.07% | +63+1.3% | Added |
| Vista Private Wealth Partners. LLC | 4,982 | $334.1K | 0.18% | +36+0.7% | Added |
| Sage Mountain Advisors LLC | 4,832 | $332.4K | 0.04% | +1,118+30.1% | Added |
| Kaizen Financial Strategies | 4,823 | $331.8K | 0.25% | −2,110−30.4% | Reduced |
| Mizuho Markets Cayman LP | 4,818 | $331.5K | 0.29% | −21,718−81.8% | Reduced |
| Arlington Financial Advisors, LLC | 4,810 | $330.9K | 0.10% | +4,810 | New |