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, 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 | 2,173 | $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, 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 |
|---|---|---|---|---|---|
| Chaney Capital Management, Inc. | 20,923 | $1.51M | 1.22% | +1,500+7.7% | Added |
| Pine Valley Investments Ltd Liability Co | 20,965 | $1.52M | 0.12% | −490−2.3% | Reduced |
| Hedges Asset Management LLC | 21,000 | $1.52M | 1.06% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 21,068 | $1.52M | 0.81% | −267−1.3% | Reduced |
| Covey Capital Advisors, LLC | 21,096 | $1.53M | 1.84% | −2,330−9.9% | Reduced |
| Aspen Investment Management Inc | 21,176 | $1.53M | 0.78% | +176+0.8% | Added |
| Roberts Wealth Advisors, LLC | 21,521 | $1.53M | 0.57% | +1,065+5.2% | Added |
| PFG Investments, LLC | 21,425 | $1.55M | 0.09% | +15,792+280.3% | Added |
| Ballentine Partners, LLC | 21,454 | $1.55M | 0.03% | +1,352+6.7% | Added |
| HM Payson & Co | 21,498 | $1.56M | 0.03% | −1,197−5.3% | Reduced |
| Copperleaf Capital, LLC | 21,697 | $1.57M | 1.36% | +1,881+9.5% | Added |
| BlueMar Capital Management, LLC | 21,832 | $1.58M | 2.66% | −340−1.5% | Reduced |
| Letko, Brosseau & Associates Inc | 21,846 | $1.58M | 0.03% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 21,905 | $1.58M | 1.25% | −395−1.8% | Reduced |
| IFP Advisors, Inc | 21,909 | $1.58M | 0.07% | −6,350−22.5% | Reduced |
| Tiaa Trust, National Association | 21,983 | $1.59M | 0.00% | −52−0.2% | Reduced |
| Second Line Capital, LLC | 21,983 | $1.59M | 0.52% | −22−0.1% | Reduced |
| Texas Yale Capital Corp. | 22,050 | $1.60M | 0.07% | +2,801+14.6% | Added |
| Finer Wealth Management, Inc. | 22,084 | $1.60M | 1.05% | +7,829+54.9% | Added |
| Global Retirement Partners, LLC | 22,116 | $1.60M | 0.06% | +1,513+7.3% | Added |
| Profund Advisors LLC | 22,157 | $1.60M | 0.06% | +673+3.1% | Added |
| Pettyjohn, Wood & White, Inc | 22,173 | $1.60M | 0.32% | +805+3.8% | Added |
| Watts Gwilliam & Co., LLC | 20,918 | $1.61M | 0.50% | +20,918 | New |
| RBF Capital, LLC | 22,500 | $1.63M | 0.09% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 23,197 | $1.63M | 0.24% | +3,420+17.3% | Added |
| AlTi Global, Inc. | 22,510 | $1.63M | 0.05% | +1,085+5.1% | Added |
| Essex Savings Bank | 23,953 | $1.65M | 0.48% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 22,978 | $1.66M | 0.36% | +22,978 | New |
| Summit Financial, LLC | 22,984 | $1.66M | 0.10% | −240−1.0% | Reduced |
| Vident Advisory, LLC | 23,110 | $1.67M | 0.03% | +1,594+7.4% | Added |
| Greenline Partners, LLC | 23,196 | $1.68M | 0.27% | +222+1.0% | Added |
| First Dallas Securities Inc. | 23,215 | $1.68M | 0.77% | −3,496−13.1% | Reduced |
| Regions Financial Corp | 23,231 | $1.68M | 0.01% | −91−0.4% | Reduced |
| Chesley Taft & Associates LLC | 23,273 | $1.68M | 0.09% | −2,060−8.1% | Reduced |
| Moors & Cabot, Inc. | 23,402 | $1.69M | 0.09% | +2,137+10.0% | Added |
| Great Valley Advisor Group, Inc. | 23,405 | $1.69M | 0.05% | +802+3.5% | Added |
| EverSource Wealth Advisors, LLC | 22,929 | $1.70M | 0.13% | +2,767+13.7% | Added |
| Buckingham Strategic Wealth, LLC | 23,590 | $1.71M | 0.02% | −139−0.6% | Reduced |
| Avitas Wealth Management LLC | 23,641 | $1.71M | 0.26% | −13,375−36.1% | Reduced |
| Secured Retirement Advisors, LLC | 23,653 | $1.71M | 1.45% | +2,175+10.1% | Added |
| Advisors Asset Management, Inc. | 23,745 | $1.72M | 0.03% | −5,449−18.7% | Reduced |
| Plato Investment Management Ltd | 23,898 | $1.73M | 0.18% | +21,262+806.6% | Added |
| Diversified Investment Strategies, LLC | 23,962 | $1.73M | 1.17% | −800−3.2% | Reduced |
| Johnson Financial Group, Inc. | 24,025 | $1.74M | 0.09% | −110−0.5% | Reduced |
| Carmel Capital Partners, LLC | 24,028 | $1.74M | 0.72% | +382+1.6% | Added |
| Signature Wealth Management Group | 23,836 | $1.75M | 0.80% | +2,242+10.4% | Added |
| Investment Management Corp of Ontario | 24,352 | $1.76M | 0.05% | −10,800−30.7% | Reduced |
| 1st Source Bank | 24,460 | $1.77M | 0.10% | +183+0.8% | Added |
| Focus Financial Network, Inc. | 24,273 | $1.77M | 0.09% | +24,273 | New |
| Garrison Bradford & Associates Inc | 24,721 | $1.79M | 1.84% | +53+0.2% | Added |
| Mission Creek Capital Partners, Inc. | 24,774 | $1.79M | 0.47% | +4,812+24.1% | Added |
| Warren Averett Asset Management, LLC | 24,881 | $1.80M | 0.04% | −816−3.2% | Reduced |
| Verition Fund Management LLC | 24,952 | $1.81M | 0.02% | +14,922+148.8% | Added |
| Soapstone Management L.P. | 25,000 | $1.81M | 1.01% | −12,500−33.3% | Reduced |
| Iat Reinsurance Co Ltd. | 25,000 | $1.81M | 0.80% | 00.0% | Unchanged |
| Waycross Partners, LLC | 25,000 | $1.81M | 0.31% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 25,242 | $1.83M | 0.85% | +298+1.2% | Added |
| Horizon Investments, LLC | 25,372 | $1.83M | 0.05% | +103+0.4% | Added |
| Jump Financial, LLC | 25,295 | $1.83M | 0.05% | +25,295 | New |
| ISAM Funds (UK) Ltd | 25,355 | $1.83M | 1.05% | +25,355 | New |
| EPG Wealth Management LLC | 25,364 | $1.83M | 0.45% | +518+2.1% | Added |
| WealthShield Partners, LLC | 25,369 | $1.84M | 0.30% | −5,053−16.6% | Reduced |
| Wynn Capital, LLC | 25,373 | $1.84M | 1.42% | −280−1.1% | Reduced |
| Tealwood Asset Management Inc | 25,467 | $1.84M | 0.83% | −13−0.1% | Reduced |
| Bollard Group LLC | 25,500 | $1.84M | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 25,816 | $1.87M | 0.05% | +795+3.2% | Added |
| DoubleLine ETF Adviser LP | 25,920 | $1.88M | 0.48% | +983+3.9% | Added |
| Correct Capital Wealth Management | 25,999 | $1.88M | 0.43% | +4,722+22.2% | Added |
| Gotham Asset Management, LLC | 26,001 | $1.88M | 0.03% | +586+2.3% | Added |
| Panagora Asset Management Inc | 26,010 | $1.88M | 0.01% | −46−0.2% | Reduced |
| Salem Investment Counselors Inc | 26,029 | $1.88M | 0.06% | −475−1.8% | Reduced |
| Simplicity Wealth,LLC | 26,067 | $1.89M | 0.04% | +26,067 | New |
| Venture Visionary Partners LLC | 26,084 | $1.89M | 0.09% | +1,103+4.4% | Added |
| HB Wealth Management, LLC | 26,092 | $1.89M | 0.02% | +3,224+14.1% | Added |
| Bleakley Financial Group, LLC | 26,111 | $1.89M | 0.05% | −8,931−25.5% | Reduced |
| Canvas Wealth Advisors, LLC | 26,080 | $1.89M | 0.64% | −4,293−14.1% | Reduced |
| Bridgewater Associates, LP | 26,150 | $1.89M | 0.01% | −168,189−86.5% | Reduced |
| Palisade Asset Management, LLC | 26,295 | $1.90M | 0.19% | +210+0.8% | Added |
| Aspiriant, LLC | 26,386 | $1.91M | 0.08% | −156−0.6% | Reduced |
| Howe & Rusling Inc | 26,557 | $1.92M | 0.18% | −70,031−72.5% | Reduced |
| Huntington National Bank | 26,644 | $1.93M | 0.02% | +566+2.2% | Added |
| HBK Sorce Advisory LLC | 26,691 | $1.93M | 0.07% | +472+1.8% | Added |
| Twin City Private Wealth, LLC | 26,767 | $1.94M | 1.91% | +26,767 | New |
| Shell Asset Management Co | 26,284 | $1.94M | 0.09% | −52,921−66.8% | Reduced |
| Capital Investment Advisory Services, LLC | 26,869 | $1.94M | 0.21% | +374+1.4% | Added |
| Argus Investors' Counsel, Inc. | 26,935 | $1.95M | 1.20% | +204+0.8% | Added |
| Avantax Advisory Services, Inc. | 27,017 | $1.95M | 0.02% | −2,241−7.7% | Reduced |
| Epoch Investment Partners, Inc. | 27,022 | $1.95M | 0.01% | +18+0.1% | Added |
| Signaturefd, LLC | 27,090 | $1.96M | 0.04% | +1,053+4.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,292 | $1.97M | 0.09% | +4,504+19.8% | Added |
| Central Trust Co | 27,464 | $1.99M | 0.05% | −6,242−18.5% | Reduced |
| EP Wealth Advisors, LLC | 27,504 | $1.99M | 0.02% | −2,547−8.5% | Reduced |
| Hamilton Capital Partners Inc. | 27,557 | $1.99M | 0.24% | +22,757+474.1% | Added |
| Ibex Wealth Advisors | 23,951 | $1.99M | 0.54% | +23,951 | New |
| Baader Bank INC | 27,712 | $2.00M | 0.16% | −122−0.4% | Reduced |
| Rossmore Private Capital | 27,719 | $2.01M | 0.26% | +900+3.4% | Added |
| Bartlett & Co. Wealth Management LLC | 27,817 | $2.01M | 0.03% | −2,037−6.8% | Reduced |
| Farther Finance Advisors, LLC | 27,842 | $2.01M | 0.12% | +658+2.4% | Added |
| Independent Advisor Alliance | 27,856 | $2.02M | 0.07% | +2,951+11.8% | Added |
| Vestcor Inc | 27,958 | $2.02M | 0.07% | −4,286−13.3% | Reduced |