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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 0 | $0 | 0.00% | −47,164−100.0% | Sold out |
| Arvin Capital Management LP | 0 | $0 | 0.00% | −45,269−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −43,548−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −42,095−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −41,075−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −38,600−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −38,600−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −35,319−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −33,358−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −33,256−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −31,649−100.0% | Sold out |
| Sterling Investment Management, Inc. | 0 | $0 | 0.00% | −31,450−100.0% | Sold out |
| Crown Advisors Management, Inc. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −29,194−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −28,294−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −29,148−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −25,829−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −23,666−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −23,087−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −23,003−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −22,320−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −20,791−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −19,587−100.0% | Sold out |
| Alden Global Capital LLC | 0 | $0 | 0.00% | −17,650−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −17,075−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,978−100.0% | Sold out |
| Nikulski Financial, Inc. | 0 | $0 | 0.00% | −16,735−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −16,056−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −13,670−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −15,024−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −13,117−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,978−100.0% | Sold out |
| Unio Capital LLC | 0 | $0 | 0.00% | −10,675−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −10,336−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,052−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −9,971−100.0% | Sold out |
| Bridge Advisory, LLC | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −9,762−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −9,588−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −9,527−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −7,425−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −7,273−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −7,189−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,184−100.0% | Sold out |
| Peterson Wealth Services | 0 | $0 | 0.00% | −6,880−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −6,856−100.0% | Sold out |
| Washburn Capital Management, Inc. | 0 | $0 | 0.00% | −6,314−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| David R. Rahn & Associates Inc. | 0 | $0 | 0.00% | −5,895−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −5,818−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,756−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −5,278−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −5,038−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −5,020−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,891−100.0% | Sold out |
| Arlington Financial Advisors, LLC | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −4,643−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −4,614−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −4,582−100.0% | Sold out |
| RNC Capital Management LLC | 0 | $0 | 0.00% | −4,518−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −4,368−100.0% | Sold out |
| Israel Discount Bank of New York | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −4,160−100.0% | Sold out |
| Triad Investment Management | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −3,947−100.0% | Sold out |
| Hiley Hunt Wealth Management | 0 | $0 | 0.00% | −3,849−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −3,783−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −3,764−100.0% | Sold out |
| USAdvisors Wealth Management, LLC | 0 | $0 | 0.00% | −3,726−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Trust Co of the South | 0 | $0 | 0.00% | −3,566−100.0% | Sold out |
| Charles Schwab Investment Advisory, Inc. | 0 | $0 | 0.00% | −3,462−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −3,389−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −3,380−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −3,375−100.0% | Sold out |
| Defender Capital, LLC. | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Harbor Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −2,936−100.0% | Sold out |
| Vista Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −2,912−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −781−100.0% | Sold out |