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 |
|---|---|---|---|---|---|
| Fi3 FINANCIAL ADVISORS, LLC | 2,931 | $222.8K | 0.10% | +2,931 | New |
| Towerpoint Wealth, LLC | 3,082 | $223.0K | 0.11% | −10−0.3% | Reduced |
| TRUE Private Wealth Advisors | 3,088 | $223.4K | 0.03% | +55+1.8% | Added |
| LJI Wealth Management, LLC | 3,102 | $224.4K | 0.06% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,106 | $224.7K | 0.04% | +3,106 | New |
| Trust Co of Virginia | 3,112 | $225.1K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,133 | $226.6K | 0.04% | +200+6.8% | Added |
| Accurate Wealth Management, LLC | 3,089 | $226.8K | 0.07% | −1,255−28.9% | Reduced |
| Concurrent Investment Advisors, LLC | 3,140 | $227.1K | 0.01% | −2,575−45.1% | Reduced |
| Fielder Capital Group LLC | 3,162 | $228.7K | 0.10% | +34+1.1% | Added |
| Trinity Financial Advisors LLC | 3,163 | $228.8K | 0.10% | −4,652−59.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,163 | $228.8K | 0.21% | +3,163 | New |
| Whalerock Point Partners, LLC | 3,166 | $229.0K | 0.06% | −231−6.8% | Reduced |
| GYL Financial Synergies, LLC | 3,166 | $229.0K | 0.02% | +177+5.9% | Added |
| Kolinsky Wealth Management, LLC | 3,167 | $229.1K | 0.18% | −663−17.3% | Reduced |
| Raffa Wealth Management, LLC | 3,174 | $229.6K | 0.07% | +2,853+888.8% | Added |
| Blueprint Investment Partners LLC | 3,188 | $230.6K | 0.05% | +3,188 | New |
| Capula Management Ltd | 3,189 | $230.7K | 0.01% | +2,781+681.6% | Added |
| Carolinas Wealth Consulting LLC | 3,203 | $231.7K | 0.05% | +158+5.2% | Added |
| BOS Asset Management, LLC | 3,225 | $233.3K | 0.12% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,226 | $233.4K | 0.04% | −87−2.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,230 | $233.7K | 0.14% | +3,230 | New |
| Cottonwood Capital Advisors, LLC | 3,283 | $233.8K | 0.19% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,270 | $235.0K | 0.01% | −443−11.9% | Reduced |
| Verus Capital Partners, LLC | 3,258 | $235.7K | 0.03% | +4+0.1% | Added |
| Trust Co of Toledo NA | 3,277 | $237.1K | 0.04% | +3,277 | New |
| West Coast Financial LLC | 3,286 | $237.7K | 0.03% | +135+4.3% | Added |
| FWL Investment Management, LLC | 3,307 | $239.2K | 0.13% | +1,996+152.3% | Added |
| Perennial Investment Advisors, LLC | 3,311 | $239.5K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,325 | $240.5K | 0.01% | −1,786−34.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,336 | $241.2K | 0.02% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,351 | $242.4K | 0.10% | −50−1.5% | Reduced |
| Cypress Capital Group | 3,359 | $243.0K | 0.03% | −725−17.8% | Reduced |
| Advisor OS, LLC | 3,362 | $243.2K | 0.03% | −107−3.1% | Reduced |
| Clear Creek Financial Management, LLC | 3,363 | $243.3K | 0.03% | +3,363 | New |
| Legacy Financial Advisors, Inc. | 3,374 | $244.1K | 0.04% | −667−16.5% | Reduced |
| 1858 Wealth Management, LLC | 3,554 | $244.5K | 0.23% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 3,383 | $244.7K | 0.21% | +11+0.3% | Added |
| SNS Financial Group, LLC | 3,387 | $245.0K | 0.03% | +14+0.4% | Added |
| Legacy Private Trust Co. | 3,398 | $245.8K | 0.02% | −132−3.7% | Reduced |
| O'Dell Group, LLC | 3,414 | $247.0K | 0.06% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,434 | $248.4K | 0.08% | +8+0.2% | Added |
| Financial Management Professionals, Inc. | 3,446 | $249.0K | 0.04% | +585+20.4% | Added |
| Jackson Hole Capital Partners, LLC | 3,446 | $249.3K | 0.06% | −4,612−57.2% | Reduced |
| Capital Management Associates, Inc | 3,448 | $249.4K | 0.18% | +33+1.0% | Added |
| LCM Capital Management Inc | 3,465 | $250.7K | 0.16% | 00.0% | Unchanged |
| Forte Capital LLC | 3,477 | $251.5K | 0.03% | +10.0% | Added |
| Sivia Capital Partners, LLC | 3,489 | $252.4K | 0.17% | +15+0.4% | Added |
| TFG Advisers LLC | 3,492 | $252.6K | 0.10% | +324+10.2% | Added |
| Edgewood Management LLC | 3,500 | $253.2K | 0.00% | −800−18.6% | Reduced |
| Wisconsin Capital Management LLC | 3,500 | $253.2K | 0.13% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,504 | $253.4K | 0.19% | −138−3.8% | Reduced |
| Paloma Partners Management Co | 3,514 | $254.2K | 0.04% | +3,514 | New |
| Balentine LLC | 3,515 | $254.3K | 0.01% | +3,515 | New |
| Leonteq Securities AG | 3,533 | $255.6K | 0.03% | +647+22.4% | Added |
| Verdence Capital Advisors LLC | 3,534 | $255.7K | 0.02% | −137−3.7% | Reduced |
| Vantage Consulting Group Inc | 3,538 | $255.9K | 0.16% | −118−3.2% | Reduced |
| Sentinus, LLC | 3,551 | $256.9K | 0.09% | +3,551 | New |
| McDaniel Terry & Co | 3,558 | $257.0K | 0.02% | +3,558 | New |
| Intrepid Financial Planning Group LLC | 3,567 | $258.0K | 0.11% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,577 | $258.7K | 0.05% | +366+11.4% | Added |
| Source Financial Advisors LLC | 3,587 | $259.5K | 0.08% | +21+0.6% | Added |
| Childress Capital Advisors, LLC | 3,591 | $259.7K | 0.08% | −1,865−34.2% | Reduced |
| Freestone Capital Holdings, LLC | 3,596 | $260.2K | 0.01% | −78−2.1% | Reduced |
| Grandfield & Dodd, LLC | 3,600 | $260.4K | 0.02% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,603 | $260.6K | 0.06% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,619 | $261.8K | 0.01% | −96−2.6% | Reduced |
| Thrive Wealth Management, LLC | 3,621 | $261.9K | 0.05% | +317+9.6% | Added |
| Landaas & Co | 3,621 | $262.0K | 0.09% | +21+0.6% | Added |
| Wayfinding Financial, LLC | 3,440 | $262.0K | 0.15% | +3,440 | New |
| Castleview Partners, LLC | 3,639 | $263.3K | 0.15% | +614+20.3% | Added |
| Fiducient Advisors LLC | 3,654 | $264.3K | 0.05% | +3,654 | New |
| Cohen Klingenstein LLC | 3,660 | $264.8K | 0.01% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,661 | $264.8K | 0.05% | +15+0.4% | Added |
| Almanack Investment Partners, LLC. | 3,664 | $265.1K | 0.05% | +204+5.9% | Added |
| Founders Capital Management | 3,680 | $266.2K | 0.18% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,689 | $266.8K | 0.05% | −12−0.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,691 | $267.0K | 0.19% | −509−12.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,702 | $267.8K | 0.01% | +14+0.4% | Added |
| Boston Mountain Money Management Inc | 3,708 | $268.3K | 0.18% | +3,708 | New |
| Harbour Trust & Investment Management Co | 3,727 | $269.6K | 0.03% | −1,000−21.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,732 | $269.9K | 0.15% | −6,433−63.3% | Reduced |
| Opus Capital Group, LLC | 3,752 | $271.0K | 0.04% | +14+0.4% | Added |
| Northwest & Ethical Investments L.P. | 3,750 | $271.3K | 0.01% | +3,750 | New |
| Marshall Financial Group LLC | 3,772 | $272.9K | 0.08% | +500+15.3% | Added |
| Narus Financial Partners, LLC | 3,774 | $273.0K | 0.12% | −46−1.2% | Reduced |
| Sherbrooke Park Advisers LLC | 3,795 | $274.5K | 0.05% | +3,795 | New |
| First Horizon Advisors, Inc. | 3,806 | $275.3K | 0.01% | +563+17.4% | Added |
| Centric Wealth Management | 3,730 | $275.9K | 0.09% | +14+0.4% | Added |
| Prosperitas Financial LLC | 3,814 | $275.9K | 0.18% | −528−12.2% | Reduced |
| Oarsman Capital, Inc. | 3,818 | $276.2K | 0.07% | +111+3.0% | Added |
| American Institute for Advanced Investment Management, LLP | 3,825 | $276.7K | 0.22% | 00.0% | Unchanged |
| Ycg, LLC | 3,835 | $277.2K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 3,830 | $277.2K | 0.33% | −106−2.7% | Reduced |
| Klingman & Associates, LLC | 3,834 | $277.4K | 0.02% | +7+0.2% | Added |
| Studio Investment Management LLC | 3,840 | $277.8K | 0.07% | +362+10.4% | Added |
| Romano Brothers and Company | 3,865 | $279.6K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,883 | $280.9K | 0.04% | +3,883 | New |
| Klingenstein Fields & Co LP | 3,890 | $281.4K | 0.01% | −17−0.4% | Reduced |
| Westshore Wealth, LLC | 3,891 | $281.5K | 0.12% | −30−0.8% | Reduced |