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 |
|---|---|---|---|---|---|
| TAGStone Capital, Inc. | 6,449 | $467.0K | 0.27% | +24+0.4% | Added |
| Arkadios Wealth Advisors | 6,479 | $468.7K | 0.04% | +69+1.1% | Added |
| Icon Wealth Advisors, LLC | 6,481 | $468.9K | 0.04% | +516+8.7% | Added |
| Cedar Brook Financial Partners, LLC | 6,511 | $471.0K | 0.09% | −24−0.4% | Reduced |
| Legacy Advisors, LLC | 6,513 | $471.1K | 0.06% | +346+5.6% | Added |
| Arcataur Capital Management LLC | 6,518 | $471.5K | 0.17% | 00.0% | Unchanged |
| Tobam | 6,539 | $473.0K | 0.04% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 6,544 | $473.4K | 0.06% | +940+16.8% | Added |
| Defined Wealth Management, LLC | 6,573 | $475.5K | 0.34% | −4−0.1% | Reduced |
| Haverford Trust Co | 6,580 | $476.0K | 0.00% | +1,484+29.1% | Added |
| Atlas Private Wealth Management | 6,625 | $479.2K | 0.20% | +626+10.4% | Added |
| Baron Wealth Management LLC | 6,631 | $479.7K | 0.25% | −12−0.2% | Reduced |
| ZRC Wealth Management, LLC | 6,645 | $480.7K | 0.24% | −1,181−15.1% | Reduced |
| Boston Trust Walden Corp | 6,655 | $481.4K | 0.00% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,683 | $483.4K | 0.12% | +1,040+18.4% | Added |
| Fukoku Mutual Life Insurance Co | 6,721 | $486.2K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,756 | $489.0K | 0.04% | +6,756 | New |
| Geller Advisors LLC | 6,783 | $490.7K | 0.04% | −99−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 6,836 | $494.5K | 0.02% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 6,875 | $497.3K | 0.10% | +1,013+17.3% | Added |
| Qsemble Capital Management, LP | 6,876 | $497.4K | 0.11% | +6,876 | New |
| Fidelis Capital Partners, LLC | 6,890 | $498.4K | 0.08% | +980+16.6% | Added |
| Driehaus Capital Management LLC | 6,901 | $499.2K | 0.00% | −1,199−14.8% | Reduced |
| Private Ocean, LLC | 6,937 | $501.8K | 0.05% | −2,206−24.1% | Reduced |
| LCNB Corp | 6,944 | $502.3K | 0.18% | +6,944 | New |
| Cornerstone Advisory, LLC | 6,974 | $504.5K | 0.07% | −2,786−28.5% | Reduced |
| Bahl & Gaynor Inc | 6,976 | $504.6K | 0.00% | −59−0.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,019 | $507.8K | 0.01% | +113+1.6% | Added |
| ZWJ Investment Counsel Inc | 7,021 | $507.9K | 0.02% | +7,021 | New |
| Plante Moran Financial Advisors, LLC | 7,024 | $508.1K | 0.05% | +166+2.4% | Added |
| Connectus Wealth, LLC | 7,034 | $508.9K | 0.01% | −99−1.4% | Reduced |
| Stamos Capital Partners, L.P. | 7,040 | $509.3K | 0.12% | −140−1.9% | Reduced |
| Garrison Point Advisors, LLC | 7,055 | $510.4K | 0.33% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 7,098 | $513.5K | 0.15% | +541+8.3% | Added |
| Green Square Capital Advisors LLC | 7,100 | $513.6K | 0.07% | +1,200+20.3% | Added |
| Beach Investment Counsel Inc | 7,478 | $514.0K | 0.06% | 00.0% | Unchanged |
| Banco Santander, S.A. | 7,107 | $514.1K | 0.01% | −20,010−73.8% | Reduced |
| Hara Capital LLC | 7,132 | $515.9K | 0.31% | +400+5.9% | Added |
| Venturi Wealth Management, LLC | 7,170 | $518.7K | 0.03% | −3,729−34.2% | Reduced |
| Grey Street Capital, LLC | 7,180 | $519.4K | 0.07% | +7,180 | New |
| Old Port Advisors | 7,188 | $520.0K | 0.16% | −948−11.7% | Reduced |
| MCF Advisors LLC | 7,188 | $520.0K | 0.04% | −798−10.0% | Reduced |
| Mission Wealth Management, LP | 7,197 | $520.6K | 0.01% | +7,197 | New |
| Clare Market Investments LLC | 7,226 | $522.7K | 0.16% | +1,326+22.5% | Added |
| Csenge Advisory Group | 7,226 | $522.7K | 0.03% | −271−3.6% | Reduced |
| Private Capital Management LLC | 7,226 | $522.7K | 0.12% | +3,188+78.9% | Added |
| Natixis | 7,236 | $523.5K | 0.00% | +7,236 | New |
| Independent Financial Group, LLC | 7,251 | $524.5K | 0.02% | +1,713+30.9% | Added |
| Ulland Investment Advisors, LLC | 7,267 | $526.0K | 0.42% | −6,110−45.7% | Reduced |
| Cozad Asset Management Inc | 7,285 | $527.0K | 0.05% | +20.0% | Added |
| Trust Point Inc. | 7,313 | $529.0K | 0.04% | +426+6.2% | Added |
| NorthRock Partners, LLC | 7,344 | $531.3K | 0.02% | +695+10.5% | Added |
| KMG Fiduciary Partners, LLC | 7,347 | $531.5K | 0.06% | −1,547−17.4% | Reduced |
| RMR Wealth Builders | 7,348 | $531.5K | 0.06% | −11,995−62.0% | Reduced |
| Main Street Financial Solutions, LLC | 7,359 | $532.4K | 0.06% | +110+1.5% | Added |
| Level Four Advisory Services, LLC | 7,743 | $532.7K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,370 | $533.1K | 0.02% | −782−9.6% | Reduced |
| Hilltop Holdings Inc. | 7,393 | $534.7K | 0.06% | +285+4.0% | Added |
| Mayflower Financial Advisors, LLC | 7,416 | $536.5K | 0.09% | +726+10.9% | Added |
| WealthPLAN Partners, LLC | 7,448 | $538.8K | 0.06% | −20,520−73.4% | Reduced |
| Voisard Asset Management Group, Inc. | 7,450 | $538.9K | 0.30% | −250−3.2% | Reduced |
| Cornerstone Wealth Management, LLC | 7,456 | $539.3K | 0.04% | +877+13.3% | Added |
| Avantax Planning Partners, Inc. | 7,459 | $539.6K | 0.02% | +2,336+45.6% | Added |
| Inscription Capital, LLC | 7,496 | $542.3K | 0.09% | +7,496 | New |
| Cipher Capital LP | 7,511 | $543.3K | 0.25% | +7,511 | New |
| RW Investment Management LLC | 7,560 | $546.9K | 0.08% | +45+0.6% | Added |
| PDS Planning, Inc | 7,591 | $549.1K | 0.06% | +338+4.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,634 | $552.2K | 0.20% | +405+5.6% | Added |
| Bullock Wealth Management Group | 7,633 | $552.4K | 0.37% | +7,633 | New |
| Bradley Foster & Sargent Inc | 7,659 | $554.1K | 0.01% | +3,375+78.8% | Added |
| RSM US Wealth Management LLC | 7,679 | $555.5K | 0.01% | −333−4.2% | Reduced |
| Athena Investment Management | 7,708 | $557.6K | 0.33% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 7,713 | $558.0K | 0.06% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 7,778 | $562.7K | 0.03% | −247−3.1% | Reduced |
| Spears Abacus Advisors LLC | 7,806 | $564.7K | 0.01% | +7,806 | New |
| Cypress Wealth Services, LLC | 7,817 | $565.5K | 0.13% | +669+9.4% | Added |
| Sutton Place Investors LLC | 7,919 | $572.9K | 0.28% | +356+4.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 7,942 | $574.5K | 0.11% | +540+7.3% | Added |
| Albion Financial Group | 7,951 | $575.2K | 0.04% | +41+0.5% | Added |
| iA Global Asset Management Inc. | 8,007 | $579.0K | 0.01% | −117,113−93.6% | Reduced |
| Lountzis Asset Management, LLC | 8,019 | $580.1K | 0.27% | 00.0% | Unchanged |
| Maven Securities LTD | 8,028 | $580.7K | 0.03% | +8,028 | New |
| Fiduciary Trust Co | 8,053 | $582.6K | 0.01% | −915−10.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,063 | $583.2K | 0.19% | −64−0.8% | Reduced |
| Concentric Wealth Management, LLC | 8,088 | $585.1K | 0.16% | −197−2.4% | Reduced |
| InTrack Investment Management Inc | 8,118 | $587.3K | 0.44% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 8,142 | $589.0K | 0.15% | −4,844−37.3% | Reduced |
| Apriem Advisors | 8,161 | $590.4K | 0.07% | +130+1.6% | Added |
| Little House Capital LLC | 8,162 | $590.5K | 0.20% | −44,256−84.4% | Reduced |
| Bank of Stockton | 8,163 | $590.5K | 0.18% | +376+4.8% | Added |
| Ellevest, Inc. | 8,169 | $590.9K | 0.04% | +565+7.4% | Added |
| Emerald Advisers, LLC | 8,176 | $591.5K | 0.02% | −3,123−27.6% | Reduced |
| Premier Path Wealth Partners, LLC | 8,176 | $591.5K | 0.11% | +235+3.0% | Added |
| Boltwood Capital Management | 8,182 | $591.9K | 0.18% | −125−1.5% | Reduced |
| Angeles Investment Advisors, LLC | 8,192 | $592.6K | 0.03% | +308+3.9% | Added |
| Graypoint LLC | 8,195 | $592.8K | 0.04% | −51−0.6% | Reduced |
| RFG Advisory, LLC | 8,196 | $592.9K | 0.02% | −29−0.4% | Reduced |
| Continuum Advisory, LLC | 7,886 | $594.9K | 0.09% | −14,639−65.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 8,260 | $597.5K | 0.05% | −860−9.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 7,829 | $599.2K | 0.52% | +7,829 | New |