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 |
|---|---|---|---|---|---|
| Gray Wealth Management Inc. | 4,862 | $351.7K | 0.16% | +310+6.8% | Added |
| Pure Financial Advisors, Inc. | 4,883 | $353.2K | 0.01% | −1,630−25.0% | Reduced |
| Gryphon Financial Partners LLC | 4,885 | $353.4K | 0.06% | −1,642−25.2% | Reduced |
| Traphagen Investment Advisors LLC | 4,887 | $353.5K | 0.04% | +4,887 | New |
| Ausdal Financial Partners, Inc. | 4,923 | $356.1K | 0.04% | −354−6.7% | Reduced |
| Hyman Charles D | 4,930 | $357.0K | 0.02% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 4,940 | $357.4K | 0.11% | +4,940 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,972 | $359.7K | 0.02% | +224+4.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,983 | $360.5K | 0.05% | +211+4.4% | Added |
| Joel Isaacson & Co., LLC | 4,997 | $361.5K | 0.02% | +18+0.4% | Added |
| Sweeney & Michel, LLC | 4,691 | $361.5K | 0.16% | +4,691 | New |
| Viewpoint Capital Management LLC | 5,000 | $361.7K | 0.23% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,188 | $363.0K | 0.07% | −130−2.4% | Reduced |
| KRS Capital Management, LLC | 5,082 | $367.6K | 0.30% | −188−3.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,093 | $368.4K | 0.06% | +214+4.4% | Added |
| Coordinated Financial Services, Inc. | 5,103 | $369.1K | 0.32% | +5,103 | New |
| Enzi Wealth | 5,193 | $369.9K | 0.17% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 5,115 | $370.0K | 0.07% | +5,115 | New |
| Advisory Alpha, LLC | 5,120 | $370.4K | 0.02% | +1,308+34.3% | Added |
| Oxinas Partners Wealth Management LLC | 5,148 | $372.4K | 0.24% | −182−3.4% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 5,153 | $372.8K | 0.21% | −18,020−77.8% | Reduced |
| James Investment Research Inc | 5,154 | $372.8K | 0.04% | −39,812−88.5% | Reduced |
| Evermay Wealth Management LLC | 5,158 | $373.1K | 0.06% | −13−0.3% | Reduced |
| Smithfield Trust Co | 5,210 | $376.0K | 0.02% | −120−2.3% | Reduced |
| Sage Mountain Advisors LLC | 5,200 | $376.2K | 0.04% | +368+7.6% | Added |
| Mather Group, LLC. | 5,473 | $376.6K | 0.01% | +66+1.2% | Added |
| Everhart Financial Group, Inc. | 5,207 | $376.7K | 0.11% | +1,217+30.5% | Added |
| Alpha Cubed Investments, LLC | 5,223 | $377.8K | 0.02% | +5,223 | New |
| Peoples Bank | 5,235 | $378.7K | 0.30% | −200−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 5,240 | $379.1K | 0.02% | +771+17.3% | Added |
| Hexagon Capital Partners LLC | 5,260 | $380.5K | 0.08% | +100+1.9% | Added |
| Phoenix Holdings Ltd. | 5,305 | $382.7K | 0.01% | −7,909−59.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,300 | $383.4K | 0.29% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,317 | $384.6K | 0.22% | −148−2.7% | Reduced |
| CNB Bank | 5,333 | $385.8K | 0.19% | −303−5.4% | Reduced |
| Claro Advisors LLC | 5,345 | $386.7K | 0.07% | +5,345 | New |
| Lodestar Private Asset Management LLC | 5,362 | $387.9K | 0.06% | +34+0.6% | Added |
| Douglass Winthrop Advisors, LLC | 5,370 | $388.5K | 0.01% | +5,370 | New |
| Keating Wealth Management LLC | 5,370 | $388.5K | 0.23% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 5,376 | $388.9K | 0.03% | −105−1.9% | Reduced |
| Eqis Capital Management, Inc. | 5,383 | $389.4K | 0.03% | −107−1.9% | Reduced |
| Cooper Financial Group | 5,414 | $391.7K | 0.06% | −1,003−15.6% | Reduced |
| Rosenberg Matthew Hamilton | 5,428 | $392.8K | 0.11% | −255−4.5% | Reduced |
| Yarbrough Capital, LLC | 5,454 | $394.5K | 0.02% | +5,454 | New |
| Quadrant Private Wealth Management, LLC | 5,486 | $396.9K | 0.10% | −893−14.0% | Reduced |
| Addison Advisors LLC | 5,515 | $399.0K | 0.14% | −30−0.5% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $401.6K | 0.23% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,566 | $402.6K | 0.03% | +5,566 | New |
| Marks Group Wealth Management, Inc | 5,572 | $403.1K | 0.04% | +265+5.0% | Added |
| Equitable Trust Co | 5,619 | $406.5K | 0.03% | +1,506+36.6% | Added |
| Relative Value Partners Group, LLC | 6,522 | $410.4K | 0.03% | +256+4.1% | Added |
| MBB Public Markets I LLC | 5,673 | $410.4K | 0.03% | +5,673 | New |
| Clear Harbor Asset Management, LLC | 5,711 | $413.1K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,723 | $414.0K | 0.26% | −130−2.2% | Reduced |
| Stratos Wealth Advisors, LLC | 5,727 | $414.3K | 0.02% | +1,236+27.5% | Added |
| Michael B. Yongue | 5,734 | $414.8K | 0.36% | +1,071+23.0% | Added |
| Welch & Forbes LLC | 5,741 | $415.3K | 0.01% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 5,741 | $415.3K | 0.25% | +63+1.1% | Added |
| Sand Hill Global Advisors, LLC | 5,748 | $415.8K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,758 | $416.5K | 0.10% | −201−3.4% | Reduced |
| Abbrea Capital, LLC | 5,777 | $418.0K | 0.06% | +142+2.5% | Added |
| L2 Asset Management, LLC | 5,782 | $418.3K | 0.14% | +366+6.8% | Added |
| Brighton Jones LLC | 5,784 | $418.4K | 0.02% | +901+18.5% | Added |
| WESPAC Advisors SoCal, LLC | 5,805 | $419.9K | 0.11% | 00.0% | Unchanged |
| New Hampshire Trust | 5,812 | $420.4K | 0.10% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 5,818 | $420.9K | 0.06% | −75−1.3% | Reduced |
| Massachusetts Wealth Management | 5,825 | $421.4K | 0.30% | +275+5.0% | Added |
| Proequities, Inc. | 5,835 | $422.1K | 0.03% | +190+3.4% | Added |
| Keel Point, LLC | 5,867 | $424.5K | 0.04% | +417+7.7% | Added |
| Orca Investment Management, LLC | 5,876 | $425.1K | 0.40% | −824−12.3% | Reduced |
| Ameritas Advisory Services, LLC | 5,747 | $425.3K | 0.02% | +1,015+21.4% | Added |
| Evoke Wealth, LLC | 5,881 | $425.4K | 0.01% | +5,881 | New |
| Capital Investment Advisors, LLC | 5,894 | $426.4K | 0.01% | −1,106−15.8% | Reduced |
| Moser Wealth Advisors, LLC | 5,925 | $428.6K | 0.24% | +1,150+24.1% | Added |
| Annex Advisory Services, LLC | 5,943 | $429.9K | 0.02% | +1,011+20.5% | Added |
| Tactive Advisors, LLC | 5,951 | $430.5K | 0.23% | +5,951 | New |
| Michael S. Ryan, Inc. | 5,955 | $430.8K | 0.34% | −63−1.0% | Reduced |
| Financial Advisory Service, Inc. | 5,972 | $432.0K | 0.04% | −2,810−32.0% | Reduced |
| Ariston Services Group | 5,994 | $433.6K | 0.42% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 5,998 | $433.9K | 0.01% | −137,476−95.8% | Reduced |
| First National Bank of Omaha | 5,550 | $434.5K | 0.03% | −25,036−81.9% | Reduced |
| Mason & Associates Inc | 6,009 | $434.7K | 0.12% | 00.0% | Unchanged |
| Alpha Family Trust | 6,070 | $439.1K | 0.27% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 6,100 | $441.3K | 0.07% | +122+2.0% | Added |
| FLC Capital Advisors | 6,131 | $443.5K | 0.11% | −2,265−27.0% | Reduced |
| Diversified Trust Co | 6,142 | $444.3K | 0.01% | −9,712−61.3% | Reduced |
| Centurion Wealth Management LLC | 6,171 | $446.4K | 0.18% | −791−11.4% | Reduced |
| Encompass Wealth Advisors, LLC | 6,200 | $448.5K | 0.12% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 6,200 | $448.6K | 0.22% | +6,200 | New |
| CoreCap Advisors, LLC | 6,205 | $448.9K | 0.02% | +408+7.0% | Added |
| Perpetual Ltd | 6,239 | $451.3K | 0.00% | −72−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 6,245 | $451.8K | 0.01% | +1,302+26.3% | Added |
| DAGCO, Inc. | 6,250 | $452.1K | 0.21% | +4,177+201.5% | Added |
| Arden Trust Co | 6,308 | $456.3K | 0.06% | −374−5.6% | Reduced |
| Family Legacy, Inc. | 6,310 | $456.5K | 0.16% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,311 | $456.8K | 0.09% | +2,316+58.0% | Added |
| Coastwise Capital Group, LLC | 6,339 | $458.5K | 0.43% | +1,612+34.1% | Added |
| Gladstone Institutional Advisory LLC | 6,400 | $463.0K | 0.03% | −8,475−57.0% | Reduced |
| Leavell Investment Management, Inc. | 6,400 | $463.0K | 0.03% | −200−3.0% | Reduced |
| Avestar Capital, LLC | 6,451 | $466.7K | 0.05% | +1,236+23.7% | Added |