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 28 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 |
|---|---|---|---|---|---|
| Martin Capital Advisors, LLP | 28,300 | $1.95M | 1.64% | −168−0.6% | Reduced |
| Nations Financial Group Inc, | 28,294 | $1.95M | 0.18% | +7,549+36.4% | Added |
| IFP Advisors, Inc | 28,259 | $1.94M | 0.09% | −20,454−42.0% | Reduced |
| Two Sigma Investments, LP | 28,200 | $1.94M | 0.00% | +20,600+271.1% | Added |
| Ashton Thomas Private Wealth, LLC | 28,144 | $1.94M | 0.12% | −3,400−10.8% | Reduced |
| Brasada Capital Management, LP | 28,139 | $1.94M | 0.38% | +28,139 | New |
| RMR Capital Management, LLC | 28,002 | $1.93M | 2.21% | +28,002 | New |
| WealthPLAN Partners, LLC | 27,968 | $1.92M | 0.20% | +1,415+5.3% | Added |
| MidWestOne Financial Group, Inc. | 27,921 | $1.92M | 0.36% | +153+0.6% | Added |
| Baader Bank INC | 27,834 | $1.91M | 0.16% | +50+0.2% | Added |
| West Oak Capital, LLC | 29,310 | $1.91M | 0.89% | +310+1.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,765 | $1.91M | 0.36% | +5,229+23.2% | Added |
| Altfest L J & Co Inc | 27,769 | $1.91M | 0.28% | +2,323+9.1% | Added |
| Chemistry Wealth Management LLC | 27,681 | $1.90M | 0.57% | −2,197−7.4% | Reduced |
| Canandaigua National Bank & Trust Co | 27,408 | $1.89M | 0.29% | −7,659−21.8% | Reduced |
| SageView Advisory Group, LLC | 29,148 | $1.88M | 0.08% | +24,800+570.4% | Added |
| Farther Finance Advisors, LLC | 27,184 | $1.87M | 0.13% | +5,612+26.0% | Added |
| Banco Santander, S.A. | 27,117 | $1.87M | 0.02% | −8,628−24.1% | Reduced |
| Epoch Investment Partners, Inc. | 27,004 | $1.86M | 0.01% | −2,102−7.2% | Reduced |
| Rossmore Private Capital | 26,819 | $1.85M | 0.26% | +2,925+12.2% | Added |
| Argus Investors' Counsel, Inc. | 26,731 | $1.84M | 1.18% | +1,035+4.0% | Added |
| First Dallas Securities Inc. | 26,711 | $1.84M | 0.95% | −36,187−57.5% | Reduced |
| Aspiriant, LLC | 26,542 | $1.83M | 0.08% | +537+2.1% | Added |
| Salem Investment Counselors Inc | 26,504 | $1.82M | 0.06% | +945+3.7% | Added |
| Capital Investment Advisory Services, LLC | 26,495 | $1.82M | 0.17% | +1,995+8.1% | Added |
| Park Avenue Securities LLC | 26,371 | $1.81M | 0.03% | +1,750+7.1% | Added |
| Integrated Investment Consultants, LLC | 26,318 | $1.81M | 0.57% | +5,117+24.1% | Added |
| HBK Sorce Advisory LLC | 26,219 | $1.80M | 0.07% | −167−0.6% | Reduced |
| Palisade Asset Management, LLC | 26,085 | $1.79M | 0.20% | −30.0% | Reduced |
| Huntington National Bank | 26,078 | $1.79M | 0.02% | −5,896−18.4% | Reduced |
| Panagora Asset Management Inc | 26,056 | $1.79M | 0.01% | +46+0.2% | Added |
| Signaturefd, LLC | 26,037 | $1.79M | 0.04% | −226−0.9% | Reduced |
| Allworth Financial LP | 26,009 | $1.79M | 0.01% | +7,550+40.9% | Added |
| Nuance Investments, LLC | 25,829 | $1.78M | 0.04% | −36,517−58.6% | Reduced |
| Warren Averett Asset Management, LLC | 25,697 | $1.77M | 0.07% | +21,873+572.0% | Added |
| Wynn Capital, LLC | 25,653 | $1.76M | 1.44% | +25,653 | New |
| Bollard Group LLC | 25,500 | $1.75M | 0.06% | −126−0.5% | Reduced |
| Tealwood Asset Management Inc | 25,480 | $1.75M | 0.84% | +1,964+8.4% | Added |
| Gotham Asset Management, LLC | 25,415 | $1.75M | 0.03% | −605−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 25,351 | $1.74M | 0.03% | +11,471+82.6% | Added |
| Empowered Funds, LLC | 25,342 | $1.74M | 0.04% | +779+3.2% | Added |
| Chesley Taft & Associates LLC | 25,333 | $1.74M | 0.10% | +1,970+8.4% | Added |
| Horizon Investments, LLC | 25,269 | $1.73M | 0.05% | +15,053+147.3% | Added |
| Frisch Financial Group, Inc. | 25,142 | $1.73M | 0.65% | −9,048−26.5% | Reduced |
| Iat Reinsurance Co Ltd. | 25,000 | $1.72M | 0.32% | 00.0% | Unchanged |
| Waycross Partners, LLC | 25,000 | $1.72M | 0.32% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 24,981 | $1.72M | 0.09% | −16,826−40.2% | Reduced |
| Cape Investment Advisory, Inc. | 24,944 | $1.72M | 0.84% | +705+2.9% | Added |
| DoubleLine ETF Adviser LP | 24,937 | $1.72M | 0.50% | +2,033+8.9% | Added |
| Independent Advisor Alliance | 24,905 | $1.71M | 0.06% | +1,016+4.3% | Added |
| Diversified Investment Strategies, LLC | 24,762 | $1.70M | 1.25% | −550−2.2% | Reduced |
| GeoWealth Management, LLC | 24,728 | $1.70M | 0.14% | +24,308+5,787.6% | Added |
| Garrison Bradford & Associates Inc | 24,668 | $1.70M | 1.87% | −11,345−31.5% | Reduced |
| Acadian Asset Management LLC | 24,520 | $1.68M | 0.01% | +5,514+29.0% | Added |
| 1st Source Bank | 24,277 | $1.67M | 0.10% | +250+1.0% | Added |
| Johnson Financial Group, Inc. | 24,135 | $1.66M | 0.09% | −2,158−8.2% | Reduced |
| MYDA Advisors LLC | 24,000 | $1.65M | 0.73% | +24,000 | New |
| Essex Savings Bank | 23,953 | $1.65M | 0.48% | +3,320+16.1% | Added |
| Buckingham Strategic Wealth, LLC | 23,729 | $1.63M | 0.02% | −339−1.4% | Reduced |
| CWM Advisors, LLC | 23,666 | $1.63M | 0.18% | −325−1.4% | Reduced |
| Carmel Capital Partners, LLC | 23,646 | $1.63M | 0.83% | −700−2.9% | Reduced |
| Titleist Asset Management, LLC | 23,609 | $1.62M | 0.30% | −2,582−9.9% | Reduced |
| Marathon Trading Investment Management LLC | 23,542 | $1.62M | 0.31% | −30,892−56.8% | Reduced |
| Covey Capital Advisors, LLC | 23,426 | $1.61M | 2.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 23,391 | $1.61M | 0.20% | +3,798+19.4% | Added |
| Regions Financial Corp | 23,322 | $1.60M | 0.01% | −2,343−9.1% | Reduced |
| Summit Financial, LLC | 23,224 | $1.60M | 0.10% | +5,408+30.4% | Added |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $1.59M | 0.40% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 23,087 | $1.59M | 0.33% | +23,087 | New |
| Harbor Capital Advisors, Inc. | 23,003 | $1.58M | 0.31% | +116+0.5% | Added |
| Greenline Partners, LLC | 22,974 | $1.58M | 0.27% | +9,952+76.4% | Added |
| HB Wealth Management, LLC | 22,868 | $1.57M | 0.02% | −432−1.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,788 | $1.57M | 0.10% | −584−2.5% | Reduced |
| HM Payson & Co | 22,695 | $1.56M | 0.03% | +766+3.5% | Added |
| Intech Investment Management LLC | 22,675 | $1.56M | 0.02% | −11,069−32.8% | Reduced |
| EPG Wealth Management LLC | 24,846 | $1.56M | 0.41% | +1,998+8.7% | Added |
| Foundations Investment Advisors, LLC | 25,021 | $1.56M | 0.04% | −44,229−63.9% | Reduced |
| Great Valley Advisor Group, Inc. | 22,603 | $1.56M | 0.05% | +4,279+23.4% | Added |
| Continuum Advisory, LLC | 22,525 | $1.55M | 0.22% | −1,867−7.7% | Reduced |
| RBF Capital, LLC | 22,500 | $1.55M | 0.10% | 00.0% | Unchanged |
| PFG Advisors | 22,497 | $1.55M | 0.12% | −23,537−51.1% | Reduced |
| Old National Bancorp | 22,333 | $1.54M | 0.04% | +3,101+16.1% | Added |
| Winton Group Ltd | 22,320 | $1.54M | 0.11% | +22,320 | New |
| Wilson & Boucher Capital Management, LLC | 22,300 | $1.53M | 1.29% | −600−2.6% | Reduced |
| BlueMar Capital Management, LLC | 22,172 | $1.53M | 2.30% | −17,849−44.6% | Reduced |
| Anchor Investment Management, LLC | 22,096 | $1.52M | 0.17% | +1,725+8.5% | Added |
| Granite Investment Partners, LLC | 22,041 | $1.52M | 0.06% | −500−2.2% | Reduced |
| Tiaa Trust, National Association | 22,035 | $1.52M | 0.01% | −1,582−6.7% | Reduced |
| Second Line Capital, LLC | 22,005 | $1.51M | 0.61% | +22,005 | New |
| Letko, Brosseau & Associates Inc | 21,846 | $1.50M | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Group | 21,594 | $1.49M | 0.69% | +21,594 | New |
| Vident Advisory, LLC | 21,516 | $1.48M | 0.04% | +3,761+21.2% | Added |
| Profund Advisors LLC | 21,484 | $1.48M | 0.06% | +4,496+26.5% | Added |
| Secured Retirement Advisors, LLC | 21,478 | $1.48M | 1.42% | +21,478 | New |
| Pine Valley Investments Ltd Liability Co | 21,455 | $1.48M | 0.12% | +1,413+7.1% | Added |
| AlTi Global, Inc. | 21,425 | $1.47M | 0.05% | +21,425 | New |
| Pettyjohn, Wood & White, Inc | 21,368 | $1.47M | 0.32% | +336+1.6% | Added |
| Donald L. Hagan, LLC | 21,335 | $1.47M | 0.81% | −152−0.7% | Reduced |
| Correct Capital Wealth Management | 21,277 | $1.46M | 0.37% | +21,277 | New |
| Moors & Cabot, Inc. | 21,265 | $1.46M | 0.09% | +1,107+5.5% | Added |