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 |
|---|---|---|---|---|---|
| Callan Capital, LLC | 3,901 | $282.2K | 0.02% | +48+1.2% | Added |
| LongView Wealth Management | 3,924 | $283.9K | 0.11% | +8+0.2% | Added |
| Private Client Services, LLC | 3,928 | $284.2K | 0.19% | −153−3.7% | Reduced |
| Boyar Asset Management Inc. | 3,950 | $285.7K | 0.19% | −1,598−28.8% | Reduced |
| Van Strum & Towne Inc. | 3,950 | $285.7K | 0.10% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,960 | $286.5K | 0.02% | −340−7.9% | Reduced |
| Per Stirling Capital Management, LLC. | 3,982 | $288.1K | 0.05% | +3,982 | New |
| Alta Advisers Ltd | 4,000 | $289.4K | 0.14% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,000 | $289.4K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 4,007 | $289.9K | 0.08% | +120+3.1% | Added |
| Laffer Tengler Investments | 4,025 | $291.2K | 0.08% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,027 | $291.3K | 0.12% | +4,027 | New |
| Waddell & Associates, LLC | 4,028 | $291.4K | 0.04% | +130+3.3% | Added |
| First Business Financial Services, Inc. | 4,041 | $292.3K | 0.03% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 4,049 | $292.9K | 0.32% | +244+6.4% | Added |
| Triangle Securities Wealth Management | 4,050 | $293.0K | 0.08% | −921−18.5% | Reduced |
| SFG Wealth Management, LLC. | 4,050 | $293.0K | 0.17% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 4,062 | $293.8K | 1.67% | 00.0% | Unchanged |
| Collective Family Office LLC | 4,069 | $294.4K | 0.10% | +923+29.3% | Added |
| Doheny Asset Management | 4,082 | $295.0K | 0.24% | −1,283−23.9% | Reduced |
| Client 1st Advisory Group, LLC | 4,083 | $295.4K | 0.13% | +1,052+34.7% | Added |
| W.H. Cornerstone Investments Inc. | 4,093 | $296.0K | 0.21% | −77−1.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,101 | $296.7K | 0.02% | −784−16.0% | Reduced |
| West Family Investments, Inc. | 4,113 | $297.5K | 0.09% | +295+7.7% | Added |
| Schonfeld Strategic Advisors LLC | 4,131 | $298.8K | 0.00% | −169,827−97.6% | Reduced |
| Souders Financial Advisors | 4,148 | $300.1K | 0.05% | −43−1.0% | Reduced |
| Purus Wealth Management, LLC | 4,169 | $301.6K | 0.15% | +7+0.2% | Added |
| Capstone Investment Advisors, LLC | 4,171 | $301.7K | 0.01% | +3,426+459.9% | Added |
| Quotient Wealth Partners, LLC | 4,184 | $302.7K | 0.01% | +870+26.3% | Added |
| Norway Savings Bank | 4,195 | $303.5K | 0.13% | −50−1.2% | Reduced |
| Olistico Wealth, LLC | 4,207 | $304.3K | 0.22% | +4,207 | New |
| Oak Harbor Wealth Partners, LLC | 4,233 | $306.2K | 0.10% | +20.0% | Added |
| Reitz Capital Advisors LLC | 4,461 | $306.9K | 0.55% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,252 | $307.6K | 0.01% | +517+13.8% | Added |
| Transcend Wealth Collective, LLC | 4,256 | $307.9K | 0.02% | −1,590−27.2% | Reduced |
| Welch Group, LLC | 4,266 | $308.6K | 0.02% | +11+0.3% | Added |
| Western Pacific Wealth Management, LP | 4,285 | $310.0K | 0.22% | +60+1.4% | Added |
| LM Advisors LLC | 4,280 | $310.0K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,289 | $310.3K | 0.15% | +4,289 | New |
| Ledyard National Bank | 4,300 | $311.1K | 0.03% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,314 | $312.1K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 4,322 | $312.7K | 0.10% | 00.0% | Unchanged |
| Envoi LLC | 4,325 | $312.9K | 0.74% | +4,325 | New |
| Silver Coast Investments LLC | 4,337 | $313.7K | 0.13% | +23+0.5% | Added |
| Virtu Financial LLC | 4,337 | $314.0K | 0.02% | −28,567−86.8% | Reduced |
| Beaumont Financial Advisors, LLC | 4,342 | $314.1K | 0.03% | +54+1.3% | Added |
| Tompkins Financial Corp | 4,353 | $314.9K | 0.04% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,386 | $317.3K | 0.18% | +70+1.6% | Added |
| LBMC Investment Advisors, LLC | 4,388 | $317.4K | 0.03% | +4,388 | New |
| Delta Financial Advisors LLC | 4,422 | $319.9K | 0.13% | 00.0% | Unchanged |
| Private Trust Co NA | 4,423 | $320.0K | 0.03% | +59+1.4% | Added |
| Sweet Financial Partners, LLC | 4,430 | $320.5K | 0.07% | +150+3.5% | Added |
| CFO4Life Group, LLC | 4,432 | $320.6K | 0.06% | +4,432 | New |
| Apexium Financial, LP | 4,445 | $321.6K | 0.02% | −1,640−27.0% | Reduced |
| Court Place Advisors, LLC | 4,450 | $321.9K | 0.10% | −200−4.3% | Reduced |
| Investors Asset Management of Georgia Inc | 4,455 | $322.2K | 0.15% | +4+0.1% | Added |
| Steel Peak Wealth Management LLC | 4,458 | $322.5K | 0.02% | −795−15.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,478 | $323.9K | 0.00% | −1,920−30.0% | Reduced |
| Ethos Financial Group, LLC | 4,482 | $325.0K | 0.06% | −502−10.1% | Reduced |
| Affinity Capital Advisors, LLC | 4,496 | $325.3K | 0.07% | −2,320−34.0% | Reduced |
| Proficio Capital Partners LLC | 4,497 | $325.3K | 0.04% | +268+6.3% | Added |
| Delap Wealth Advisory, LLC | 4,498 | $325.4K | 0.13% | +4,498 | New |
| Trillium Asset Management, LLC | 4,511 | $326.0K | 0.01% | −600−11.7% | Reduced |
| BSW Wealth Partners | 4,509 | $326.2K | 0.06% | −204−4.3% | Reduced |
| Pallas Capital Advisors LLC | 4,510 | $326.3K | 0.01% | −2,486−35.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,510 | $327.0K | 0.11% | 00.0% | Unchanged |
| Allstate Corp | 4,521 | $327.0K | 0.02% | +214+5.0% | Added |
| KLCM Advisors, Inc. | 4,538 | $328.3K | 0.04% | +1,333+41.6% | Added |
| Astoria Portfolio Advisors LLC. | 4,617 | $328.9K | 0.13% | +23+0.5% | Added |
| River Wealth Advisors LLC | 4,559 | $329.8K | 0.05% | −1,172−20.5% | Reduced |
| Vista Private Wealth Partners. LLC | 4,628 | $330.2K | 0.13% | −354−7.1% | Reduced |
| Essex LLC | 4,570 | $330.6K | 0.08% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 4,818 | $331.5K | 0.20% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,585 | $331.7K | 0.06% | +1,240+37.1% | Added |
| Gries Financial LLC | 4,586 | $331.8K | 0.06% | +4,586 | New |
| CKW Financial Group | 4,600 | $333.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,605 | $333.2K | 0.04% | −145−3.1% | Reduced |
| Milestone Asset Management, LLC | 4,609 | $333.5K | 0.10% | +4,609 | New |
| Berger Financial Group, Inc | 4,613 | $333.7K | 0.03% | −303−6.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,614 | $333.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,621 | $334.3K | 0.01% | +716+18.3% | Added |
| Islay Capital Management, LLC | 4,651 | $336.5K | 0.25% | +4,651 | New |
| Horan Securities, Inc. | 4,658 | $337.0K | 0.16% | +101+2.2% | Added |
| Tempus Wealth Planning, LLC | 4,703 | $340.2K | 0.15% | +1,231+35.5% | Added |
| Future Fund LLC | 4,704 | $340.3K | 2.76% | +188+4.2% | Added |
| Modern Wealth Management, LLC | 4,716 | $341.2K | 0.03% | +4,716 | New |
| Aigen Investment Management, LP | 4,719 | $341.4K | 0.07% | +4,719 | New |
| Kaizen Financial Strategies | 4,741 | $342.9K | 0.23% | −82−1.7% | Reduced |
| Clearview Wealth Advisors LLC | 4,752 | $343.8K | 0.35% | +4,752 | New |
| Noesis Capital Mangement Corp | 4,753 | $343.8K | 0.08% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 4,753 | $343.8K | 0.08% | +4,753 | New |
| Camden Capital, LLC | 4,760 | $344.3K | 0.03% | −15−0.3% | Reduced |
| Nova R Wealth, Inc. | 4,794 | $346.8K | 0.18% | +4,794 | New |
| Waters Parkerson & Co., LLC | 4,793 | $347.0K | 0.02% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,803 | $347.4K | 0.02% | +1,604+50.1% | Added |
| Old Mission Investment Co LLC | 4,805 | $347.6K | 0.12% | +5+0.1% | Added |
| N.E.W. Advisory Services LLC | 4,808 | $347.8K | 0.04% | +10.0% | Added |
| Hall Capital Management Co Inc | 4,815 | $348.3K | 0.17% | −16,306−77.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,836 | $349.8K | 0.04% | +4,836 | New |
| Birchbrook, Inc. | 4,845 | $350.5K | 0.21% | −4,219−46.5% | Reduced |