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 |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 226 | $16.3K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 235 | $17.0K | 0.01% | +1+0.4% | Added |
| Provenance Wealth Advisors, LLC | 237 | $17.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 238 | $17.2K | 0.00% | +139+140.4% | Added |
| Riggs Asset Managment Co. Inc. | 249 | $18.0K | 0.01% | −40,276−99.4% | Reduced |
| Sachetta, LLC | 263 | $18.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 259 | $18.7K | 0.01% | +92+55.1% | Added |
| Cassady Schiller Wealth Management, LLC | 259 | $18.7K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 264 | $19.2K | 0.01% | −80−23.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 269 | $19.5K | 0.00% | +3+1.1% | Added |
| Abound Wealth Management | 272 | $19.7K | 0.01% | −2−0.7% | Reduced |
| Delos Wealth Advisors, LLC | 274 | $19.8K | 0.02% | +14+5.4% | Added |
| Sugarloaf Wealth Management, LLC | 275 | $19.9K | 0.00% | −165−37.5% | Reduced |
| Kelly Financial Services LLC | 276 | $20.0K | 0.01% | +187+210.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 277 | $20.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 279 | $20.2K | 0.00% | +279 | New |
| Trifecta Capital Advisors, LLC | 282 | $20.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 289 | $20.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 289 | $20.9K | 0.01% | +1+0.3% | Added |
| Beaird Harris Wealth Management, LLC | 292 | $21.1K | 0.00% | −43−12.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 292 | $21.1K | 0.00% | +3+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 300 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 315 | $22.8K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 319 | $23.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 333 | $24.1K | 0.01% | +5+1.5% | Added |
| Stone House Investment Management, LLC | 353 | $25.5K | 0.01% | +353 | New |
| Caldwell Sutter Capital, Inc. | 354 | $25.6K | 0.01% | −118−25.0% | Reduced |
| Missouri Trust & Investment Co | 378 | $27.3K | 0.01% | +291+334.5% | Added |
| Meeder Asset Management Inc | 382 | $27.6K | 0.00% | +382 | New |
| Cedar Mountain Advisors, LLC | 394 | $28.5K | 0.01% | +1+0.3% | Added |
| JFS Wealth Advisors, LLC | 399 | $28.9K | 0.00% | −23−5.5% | Reduced |
| Beacon Capital Management, LLC | 420 | $30.4K | 0.01% | −228−35.2% | Reduced |
| Main Street Group, LTD | 422 | $30.5K | 0.01% | −6−1.4% | Reduced |
| Tributary Capital Management, LLC | 431 | $31.2K | 0.00% | +431 | New |
| Richard W. Paul & Associates, LLC | 435 | $31.5K | 0.01% | −435−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 440 | $31.8K | 0.03% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 443 | $32.1K | 0.01% | −12−2.6% | Reduced |
| Key Financial Inc | 447 | $32.3K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 450 | $33.0K | 0.01% | −265−37.1% | Reduced |
| WFA Asset Management Corp | 458 | $33.1K | 0.02% | +2+0.4% | Added |
| NCP Inc. | 479 | $34.6K | 0.02% | +479 | New |
| SRS Capital Advisors, Inc. | 486 | $35.2K | 0.00% | −28−5.4% | Reduced |
| Hall Laurie J Trustee | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $36.2K | 0.00% | −52−9.4% | Reduced |
| Wiser Advisor Group LLC | 506 | $36.6K | 0.06% | +2+0.4% | Added |
| Tyler-Stone Wealth Management | 512 | $37.0K | 0.02% | −568−52.6% | Reduced |
| Fernwood Investment Management, LLC | 523 | $37.8K | 0.01% | +523 | New |
| Loomis Sayles & Co L P | 530 | $38.0K | 0.00% | +103+24.1% | Added |
| Hoey Investments, Inc | 539 | $39.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 548 | $39.6K | 0.02% | +402+275.3% | Added |
| TD Waterhouse Canada Inc. | 561 | $40.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 556 | $40.2K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 558 | $40.4K | 0.04% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 565 | $40.9K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 571 | $41.3K | 0.02% | +571 | New |
| CVA Family Office, LLC | 577 | $41.8K | 0.01% | −33−5.4% | Reduced |
| PSI Advisors, LLC | 583 | $42.2K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 600 | $43.4K | 0.03% | −200−25.0% | Reduced |
| Signature Resources Capital Management, LLC | 635 | $43.7K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 610 | $44.1K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 615 | $44.5K | 0.02% | +16+2.7% | Added |
| Arrow Financial Corp | 625 | $45.2K | 0.00% | −57−8.4% | Reduced |
| Partnership Wealth Management, LLC | 650 | $47.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 675 | $48.9K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 700 | $50.6K | 0.02% | −200−22.2% | Reduced |
| Caitlin John, LLC | 722 | $52.2K | 0.04% | −79−9.9% | Reduced |
| Raleigh Capital Management Inc. | 730 | $52.8K | 0.02% | +515+239.5% | Added |
| Exchange Traded Concepts, LLC | 748 | $54.1K | 0.00% | +648+648.0% | Added |
| Capital Advisors, Ltd. LLC | 765 | $55.0K | 0.01% | +83+12.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 765 | $55.3K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 778 | $56.3K | 0.00% | +257+49.3% | Added |
| Hantz Financial Services, Inc. | 787 | $57.0K | 0.00% | −255−24.5% | Reduced |
| Criterion Capital Advisors, LLC | 799 | $57.8K | 0.04% | −34−4.1% | Reduced |
| Rise Advisors, LLC | 825 | $59.7K | 0.03% | +805+4,025.0% | Added |
| Byrne Asset Management LLC | 827 | $59.8K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 831 | $60.1K | 0.00% | +486+140.9% | Added |
| IAG Wealth Partners, LLC | 843 | $61.0K | 0.01% | +473+127.8% | Added |
| Covestor Ltd | 857 | $62.0K | 0.04% | −221−20.5% | Reduced |
| AdvisorNet Financial, Inc | 903 | $65.3K | 0.01% | +38+4.4% | Added |
| Harvest Fund Management Co., Ltd | 917 | $66.0K | 0.01% | −2,156−70.2% | Reduced |
| WD Rutherford LLC | 925 | $66.9K | 0.03% | +925 | New |
| Vermillion & White Wealth Management Group, LLC | 926 | $67.0K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 962 | $69.6K | 0.02% | −49−4.8% | Reduced |
| Zions Bancorporation, N.A. | 983 | $71.1K | 0.01% | −46−4.5% | Reduced |
| Future Financial Wealth Managment LLC | 1,000 | $72.3K | 0.06% | +1,000 | New |
| Mma Asset Management LLC | 1,000 | $72.3K | 0.03% | +1,000 | New |
| Pacifica Partners Inc. | 1,065 | $75.9K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,067 | $77.2K | 0.03% | +667+166.8% | Added |
| New Covenant Trust Company, N.A. | 1,077 | $77.9K | 0.08% | +1,077 | New |
| TFC Financial Management | 1,080 | $78.1K | 0.01% | −318−22.7% | Reduced |
| Spotlight Asset Group, Inc. | 1,081 | $78.2K | 0.06% | −568−34.4% | Reduced |
| Monetary Management Group Inc | 1,100 | $79.6K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,101 | $79.6K | 0.01% | +108+10.9% | Added |
| Washington Trust Co | 1,149 | $83.1K | 0.00% | +615+115.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,183 | $85.6K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,213 | $87.7K | 0.01% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 1,250 | $90.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,300 | $94.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,308 | $94.6K | 0.03% | −20−1.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,330 | $96.2K | 0.04% | +450+51.1% | Added |