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, Q1 2024
Institutional positions in Schwab Charles Corp as of Mar 31, 2024. 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
- 1,879
- +26 vs. Q4 2023
- Shares held
- 1.50B
- +11.3M (+0.8%) vs. Q4 2023
- Total value
- $108.2B
- +$6.06B (+5.9%) vs. Q4 2023
- New holders
- 175
- 768 more added
- Sold out
- 149
- 682 more reduced
24 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| Laurel Wealth Advisors LLC | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $99 | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 14,657 | $203 | 0.01% | +14,657 | New |
| WestEnd Advisors, LLC | 6 | $434 | 0.00% | +6 | New |
| NVWM, LLC | 8 | $579 | 0.00% | +8 | New |
| TD Capital Management LLC | 9 | $651 | 0.00% | +9 | New |
| Cedar Wealth Management, LLC | 10 | $723 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $747 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 14 | $1.01K | 0.00% | −1,447−99.0% | Reduced |
| ClariVest Asset Management LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $1.16K | 0.00% | −750−97.9% | Reduced |
| Robinswood Financial LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 18 | $1.32K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 22 | $1.59K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 25 | $1.83K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 28 | $2.10K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 46 | $3.33K | 0.00% | −75−62.0% | Reduced |
| Custom Portfolio Group LLC | 47 | $3.40K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 50 | $3.62K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 50 | $3.62K | 0.00% | +50 | New |
| Bay Harbor Wealth Management, LLC | 50 | $3.68K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 51 | $3.68K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 51 | $3.69K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 52 | $3.76K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 59 | $4.27K | 0.00% | +44+293.3% | Added |
| Eagle Bay Advisors LLC | 60 | $4.34K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 62 | $4.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 62 | $4.49K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 64 | $4.63K | 0.23% | −6−8.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 64 | $4.63K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 65 | $4.70K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 65 | $4.70K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 70 | $5.09K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 87 | $6.31K | 0.00% | 00.0% | Unchanged |
| American National Bank | 90 | $6.51K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 99 | $7.16K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $7.43K | 0.00% | +100 | New |
| Robbins Farley LLC | 108 | $7.81K | 0.00% | 00.0% | Unchanged |
| Trust Co | 108 | $7.81K | 0.00% | +108 | New |
| Avion Wealth | 99 | $8.00K | 0.00% | +21+26.9% | Added |
| TruNorth Capital Management, LLC | 113 | $8.17K | 0.00% | +113 | New |
| Horizon Financial Services, LLC | 113 | $8.17K | 0.01% | +113 | New |
| Old Point Trust & Financial Services N A | 116 | $8.39K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 118 | $8.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 123 | $8.90K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 125 | $9.04K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 129 | $9.30K | 0.01% | +20+18.3% | Added |
| ICA Group Wealth Management, LLC | 130 | $9.40K | 0.00% | −55−29.7% | Reduced |
| McIlrath & Eck, LLC | 131 | $9.46K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 136 | $9.84K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 136 | $9.86K | 0.00% | +46+51.1% | Added |
| Versant Capital Management, Inc | 138 | $9.98K | 0.00% | −999−87.9% | Reduced |
| Penserra Capital Management LLC | 147 | $10.0K | 0.00% | −6,766−97.9% | Reduced |
| Hoese & Co LLP | 152 | $10.1K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 140 | $10.2K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 142 | $10.3K | 0.01% | −450−76.0% | Reduced |
| Creative Capital Management Investments LLC | 145 | $10.5K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 147 | $10.6K | 0.00% | +147 | New |
| Red Tortoise LLC | 148 | $10.7K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 149 | $10.8K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 162 | $11.7K | 0.00% | +1+0.6% | Added |
| Westend Capital Management, LLC | 163 | $11.8K | 0.00% | +163 | New |
| Wetzel Investment Advisors, Inc. | 163 | $11.9K | 0.01% | −287−63.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 165 | $11.9K | 0.01% | −228−58.0% | Reduced |
| PrairieView Partners, LLC | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 171 | $12.3K | 0.00% | +171 | New |
| Global Trust Asset Management, LLC | 171 | $12.4K | 0.01% | +100+140.8% | Added |
| Adirondack Trust Co | 173 | $12.5K | 0.01% | +8+4.8% | Added |
| Tradewinds Capital Management, LLC | 174 | $12.6K | 0.00% | +1+0.6% | Added |
| EnRich Financial Partners LLC | 175 | $12.7K | 0.00% | +175 | New |
| Princeton Global Asset Management LLC | 175 | $12.7K | 0.00% | −149−46.0% | Reduced |
| Clear Investment Research, LLC | 180 | $13.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 183 | $13.2K | 0.00% | +54+41.9% | Added |
| Fairman Group, LLC | 184 | $13.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $13.5K | 0.00% | +186 | New |
| First Community Trust NA | 188 | $13.6K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 190 | $13.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 183 | $13.9K | 0.00% | −138−43.0% | Reduced |
| Silicon Valley Capital Partners | 195 | $14.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 197 | $14.3K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 202 | $14.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 200 | $14.5K | 0.01% | +200 | New |
| Prestige Wealth Management Group LLC | 204 | $14.8K | 0.00% | −4,449−95.6% | Reduced |
| Benjamin Edwards Inc | 209 | $15.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 210 | $15.2K | 0.01% | +210 | New |
| Arlington Trust Co LLC | 211 | $15.3K | 0.00% | −97−31.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 211 | $15.3K | 0.01% | +211 | New |
| Foster Dykema Cabot & Partners, LLC | 212 | $15.3K | 0.00% | +212 | New |
| BOK Financial Private Wealth, Inc. | 214 | $15.5K | 0.00% | −25−10.5% | Reduced |
| Evergreen Private Wealth LLC | 217 | $15.7K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 220 | $15.9K | 0.01% | +56+34.1% | Added |
| Armstrong Advisory Group, Inc | 232 | $16.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 222 | $16.1K | 0.01% | −17−7.1% | Reduced |
| Westside Investment Management, Inc. | 225 | $16.3K | 0.00% | 00.0% | Unchanged |