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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.

Other share classesSCHW.PDSCHW.PJ

Q1 2024 vs. Q4 2023

How the institutions holding Schwab Charles Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of SCHW: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,877241,879+26
Shares1.50B13.0M1.50B+11.3M (+0.8%)
Value$103.0B$895.4M$108.2B+$6.06B (+5.9%)

24 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (175)

Institutions that held Schwab Charles Corp at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 175 by value.

Institutions new to SCHW in Q1 2024
InstitutionSharesValue% of portfolio
Healthcare of Ontario Pension Plan Trust Fund1,459,268$105.6M0.37%
Darsana Capital Partners LP1,000,000$72.3M2.32%
Danske Bank A/S835,507$60.4M0.19%
Resona Asset Management Co.,Ltd.508,363$36.8M0.22%
Mediolanum International Funds Ltd448,074$32.4M0.53%
Hardman Johnston Global Advisors LLC389,227$28.2M0.97%
Trexquant Investment LP384,663$27.8M0.55%
Walleye Capital LLC361,595$26.2M0.28%
Holocene Advisors, LP257,685$18.6M0.07%
Diversify Advisory Services, LLC203,205$14.7M0.87%
Dudley & Shanley, Inc.188,695$13.7M2.30%
ING Groep NV187,617$13.6M0.09%
M&G Plc159,054$11.5M0.07%
Quantitative Investment Management, LLC154,865$11.2M0.66%
Central Pacific Bank - Trust Division90,265$6.53M0.81%
Teza Capital Management LLC81,183$5.87M0.78%
Community Financial Services Group, LLC75,479$5.46M1.24%
Girard Partners Ltd.67,135$4.86M0.46%
Univest Financial Corp55,871$4.04M1.14%
North Reef Capital Management LP50,000$3.62M0.19%
Lecap Asset Management Ltd46,840$3.39M0.71%
Bryn Mawr Trust Co44,114$3.19M0.12%
Trajan Wealth LLC43,900$3.18M0.21%
SpiderRock Advisors, LLC45,143$3.04M0.10%
Eagle Bluffs Wealth Management LLC38,252$2.77M1.72%
Entropy Technologies, LP33,089$2.39M0.26%
Quantbot Technologies LP32,493$2.35M0.13%
Scott & Selber, Inc.32,363$2.34M0.80%
Dynamic Technology Lab Private Ltd31,697$2.29M0.24%
Concentric Capital Strategies, LP30,733$2.22M0.14%
Prelude Capital Management, LLC28,899$2.09M0.14%
Ibex Wealth Advisors23,951$1.99M0.54%
Twin City Private Wealth, LLC26,767$1.94M1.91%
Simplicity Wealth,LLC26,067$1.89M0.04%
ISAM Funds (UK) Ltd25,355$1.83M1.05%
Jump Financial, LLC25,295$1.83M0.05%
Focus Financial Network, Inc.24,273$1.77M0.09%
Fox Run Management, L.L.C.22,978$1.66M0.36%
Watts Gwilliam & Co., LLC20,918$1.61M0.50%
First Citizens Bank & Trust Co20,315$1.47M0.03%
Parsons Capital Management Inc16,995$1.23M0.08%
Herold Advisors, Inc.15,830$1.15M0.28%
Ally Financial Inc.15,000$1.09M0.15%
Caption Management, LLC15,000$1.09M0.12%
ASB Consultores, LLC13,698$990.9K0.26%
Portfolio Strategies, Inc.13,145$950.9K0.06%
Guidance Capital, Inc13,023$927.7K0.34%
H&H Retirement Design & Management INC12,094$898.1K0.59%
Cim Investment Mangement Inc11,992$867.5K0.26%
Dynasty Wealth Management, LLC11,702$846.6K0.03%
Connor, Clark & Lunn Investment Management Ltd.11,670$844.2K0.00%
Navellier & Associates Inc11,555$835.9K0.10%
Sigma Planning Corp10,616$768.0K0.02%
Allianz SE10,527$761.5K0.02%
BigSur Wealth Management LLC10,000$723.4K0.23%
Steward Partners Investment Solutions, LLC9,203$665.7K0.11%
Quadcap Wealth Management, LLC8,576$620.4K0.14%
Kirtland Hills Capital Management, LLC7,829$599.2K0.52%
Maven Securities LTD8,028$580.7K0.03%
Spears Abacus Advisors LLC7,806$564.7K0.01%
Bullock Wealth Management Group7,633$552.4K0.37%
Cipher Capital LP7,511$543.3K0.25%
Inscription Capital, LLC7,496$542.3K0.09%
Natixis7,236$523.5K0.00%
Mission Wealth Management, LP7,197$520.6K0.01%
Grey Street Capital, LLC7,180$519.4K0.07%
ZWJ Investment Counsel Inc7,021$507.9K0.02%
LCNB Corp6,944$502.3K0.18%
Qsemble Capital Management, LP6,876$497.4K0.11%
Gsa Capital Partners LLP6,756$489.0K0.04%
Beta Wealth Group, Inc.6,200$448.6K0.22%
Tactive Advisors, LLC5,951$430.5K0.23%
Evoke Wealth, LLC5,881$425.4K0.01%
MBB Public Markets I LLC5,673$410.4K0.03%
Campbell & CO Investment Adviser LLC5,566$402.6K0.03%
Yarbrough Capital, LLC5,454$394.5K0.02%
Douglass Winthrop Advisors, LLC5,370$388.5K0.01%
Claro Advisors LLC5,345$386.7K0.07%
Alpha Cubed Investments, LLC5,223$377.8K0.02%
Catalytic Wealth RIA, LLC5,115$370.0K0.07%
Coordinated Financial Services, Inc.5,103$369.1K0.32%
Sweeney & Michel, LLC4,691$361.5K0.16%
RAM Investment Partners, LLC4,940$357.4K0.11%
Traphagen Investment Advisors LLC4,887$353.5K0.04%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,836$349.8K0.04%
Nova R Wealth, Inc.4,794$346.8K0.18%
Coulter & Justus Financial Services, LLC4,753$343.8K0.08%
Clearview Wealth Advisors LLC4,752$343.8K0.35%
Aigen Investment Management, LP4,719$341.4K0.07%
Modern Wealth Management, LLC4,716$341.2K0.03%
Islay Capital Management, LLC4,651$336.5K0.25%
Milestone Asset Management, LLC4,609$333.5K0.10%
Gries Financial LLC4,586$331.8K0.06%
Delap Wealth Advisory, LLC4,498$325.4K0.13%
CFO4Life Group, LLC4,432$320.6K0.06%
LBMC Investment Advisors, LLC4,388$317.4K0.03%
Envoi LLC4,325$312.9K0.74%
Calton & Associates, Inc.4,289$310.3K0.15%
Olistico Wealth, LLC4,207$304.3K0.22%
AA Financial Advisors, LLC4,027$291.3K0.12%

Sold out (149)

Institutions that held Schwab Charles Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 149 by value.

Institutions that sold out of SCHW in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Eminence Capital, LP1,685,840$116.0M
Alyeska Investment Group, L.P.866,274$59.6M
Nomura Holdings Inc725,198$49.9M
JS Capital Management LLC400,000$27.5M
Cetera Advisor Networks LLC231,664$15.9M
Owl Creek Asset Management, L.P.195,955$13.5M
Curi Capital153,156$10.5M
Baltimore-Washington Financial Advisors, Inc.150,939$10.4M
Jupiter Asset Management Ltd127,813$8.79M
Absolute Gestao de Investimentos Ltda.94,442$6.50M
Cinctive Capital Management LP83,487$5.74M
Maxi Investments CY Ltd75,167$5.17M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office71,700$4.93M
Resolute Capital Asset Partners LLC65,000$4.47M
Tredje AP-fonden63,523$4.37M
Miura Global Management, LLC58,000$3.99M
PEAK6 Investments LLC56,040$3.86M
Parallax Volatility Advisers, L.P.50,497$3.47M
Long Focus Capital Management, LLC50,000$3.44M
Pinebridge Investments, L.P.48,239$3.32M
Wright Investors Service Inc47,164$3.24M
Arvin Capital Management LP45,269$3.11M
Groupama Asset Managment43,548$3.00M
HAP Trading, LLC42,095$2.90M
united american securities inc. (d/b/a uas asset management)41,075$2.83M
Zurich Insurance Group Ltd38,600$2.66M
FJ Investments, LLC38,600$2.66M
Northeast Financial Consultants Inc35,319$2.43M
Compagnie Lombard Odier SCmA35,000$2.41M
Mach-1 Financial Group, Inc.33,358$2.30M
Mizuho Markets Americas LLC33,256$2.29M
Occidental Asset Management, LLC31,649$2.18M
Sterling Investment Management, Inc.31,450$2.16M
Crown Advisors Management, Inc.30,000$2.06M
Cetera Advisors LLC29,194$2.01M
Nations Financial Group Inc,28,294$1.95M
SageView Advisory Group, LLC29,148$1.88M
Nuance Investments, LLC25,829$1.78M
MYDA Advisors LLC24,000$1.65M
CWM Advisors, LLC23,666$1.63M
Kapitalo Investimentos Ltda23,087$1.59M
Harbor Capital Advisors, Inc.23,003$1.58M
Winton Group Ltd22,320$1.54M
FDx Advisors, Inc.20,791$1.43M
Banco BTG Pactual S.A.20,000$1.39M
Laurion Capital Management LP19,587$1.35M
Alden Global Capital LLC17,650$1.21M
Retireful, LLC17,075$1.17M
Centiva Capital, LP16,978$1.17M
Nikulski Financial, Inc.16,735$1.15M
Atom Investors LP16,056$1.10M
Thoroughbred Financial Services, LLC13,670$940.0K
Eschler Asset Management LLP15,024$934.9K
Eagle Strategies LLC13,117$902.5K
Pearl River Capital, LLC12,978$892.9K
Unio Capital LLC10,675$734.4K
Capital Advantage, Inc.10,336$711.1K
Oak Thistle LLC10,052$691.6K
Unique Wealth Strategies, LLC9,971$686.0K
Bridge Advisory, LLC9,935$683.5K
Meridian Wealth Management, LLC9,762$671.6K
Oversea-Chinese Banking CORP Ltd9,588$666.9K
Ninety One SA (PTY) Ltd9,527$655.5K
Legacy Capital Wealth Partners, LLC7,425$510.8K
Carlson Capital Management7,273$500.4K
Advisor Resource Council7,189$494.6K
Dymon Asia Capital (Singapore) Pte. Ltd.7,184$494.3K
Peterson Wealth Services6,880$476.7K
Executive Wealth Management, LLC6,856$471.8K
Washburn Capital Management, Inc.6,314$434.4K
Meyer Handelman Co5,950$409.4K
David R. Rahn & Associates Inc.5,895$405.6K
MinichMacGregor Wealth Management, LLC5,818$400.3K
Brevan Howard Capital Management LP5,756$396.0K
Custom Index Systems, LLC5,278$363.1K
Seeds Investor LLC5,038$346.6K
Napa Wealth Management5,020$345.4K
Arete Wealth Advisors, LLC4,891$336.5K
Arlington Financial Advisors, LLC4,810$330.9K
Curated Wealth Partners LLC4,643$319.4K
Zacks Investment Management4,614$317.4K
B.O.S.S. Retirement Advisors, LLC4,582$315.2K
RNC Capital Management LLC4,518$310.8K
Enterprise Financial Services Corp4,368$300.5K
Israel Discount Bank of New York4,267$293.6K
Verity & Verity, LLC4,160$286.2K
Triad Investment Management4,100$282.1K
Alpine Global Management, LLC3,947$271.6K
Hiley Hunt Wealth Management3,849$264.8K
Redwood Investment Management, LLC3,820$263.0K
Wealth Management Associates, Inc.3,783$260.3K
GSB Wealth Management, LLC3,764$259.0K
USAdvisors Wealth Management, LLC3,726$256.0K
Tritonpoint Wealth, LLC3,607$248.2K
Trust Co of the South3,566$245.3K
Charles Schwab Investment Advisory, Inc.3,462$238.2K
KG&L Capital Management,LLC3,430$236.0K
One River Asset Management, LLC3,400$233.9K
Partners Capital Investment Group, LLP3,389$233.2K
Moss Adams Wealth Advisors LLC3,382$232.7K

Not filed for Q1 2024 yet (24)

Institutions that held Schwab Charles Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC12,237,705$842.0M
DFPG Investments, LLC194,056$13.0M
M&G Investment Management Ltd174,320$12.0M
Ashburton (Jersey) Ltd142,846$7.84M
Bridgecreek Investment Management, LLC55,025$3.79M
GPM Growth Investors, Inc.46,419$3.19M
Focus Financial Network Inc38,510$2.65M
Sawtooth Solutions, LLC35,042$2.41M
Bartlett & Co. LLC29,854$2.08M
Golden State Equity Partners19,111$1.31M
Maia Wealth LLC18,281$1.26M
Platform Technology Partners11,305$729.2K
Sonen Capital LLC8,690$597.9K
Cannell Peter B & Co Inc7,831$538.8K
Desjardins Global Asset Management Inc.7,695$529.6K
Hobbs Group Advisors, LLC5,622$386.8K
Wealthsource Partners, LLC5,516$379.5K
Provence Wealth Management Group3,946$271.5K
Coppell Advisory Solutions LLC2,099$144.4K
Fairfield Financial Advisors, LTD1,705$117.3K
Spartan Planning & Wealth Management1,682$115.7K
Baystate Wealth Management LLC1,102$75.8K
Strategic Investment Solutions, Inc.135$9.30K
Nalls Sherbakoff Group, LLC103$7.09K