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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 8,299 | $600.4K | 0.04% | −31−0.4% | Reduced |
| Vima LLC | 11,502 | $602.5K | 0.70% | +343+3.1% | Added |
| Manchester Financial Inc | 8,337 | $603.1K | 0.16% | +4,580+121.9% | Added |
| Robertson Stephens Wealth Management, LLC | 8,341 | $603.4K | 0.03% | +1,929+30.1% | Added |
| Stokes Family Office, LLC | 8,352 | $604.2K | 0.08% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 8,375 | $605.8K | 0.27% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,384 | $606.5K | 0.02% | +206+2.5% | Added |
| Eisler Capital (UK) Ltd. | 8,392 | $607.1K | 0.08% | −183,219−95.6% | Reduced |
| Pointe Capital Management LLC | 8,490 | $614.2K | 0.38% | +275+3.3% | Added |
| Wealth Quarterback LLC | 8,490 | $614.2K | 0.34% | −779−8.4% | Reduced |
| Traynor Capital Management, Inc. | 8,502 | $615.0K | 0.06% | −638−7.0% | Reduced |
| Institute for Wealth Management, LLC. | 8,539 | $617.7K | 0.08% | +1,431+20.1% | Added |
| Quadcap Wealth Management, LLC | 8,576 | $620.4K | 0.14% | +8,576 | New |
| Keene & Associates, Inc. | 8,630 | $624.3K | 0.47% | +294+3.5% | Added |
| Derbend Asset Management | 8,651 | $625.8K | 0.31% | −3,332−27.8% | Reduced |
| Northwest Bank & Trust Co | 8,489 | $627.7K | 0.58% | −166−1.9% | Reduced |
| Whitener Capital Management, Inc. | 8,697 | $629.1K | 0.21% | +2,756+46.4% | Added |
| Index Fund Advisors, Inc. | 8,704 | $629.6K | 0.03% | +958+12.4% | Added |
| Symmetry Partners, LLC | 8,704 | $630.0K | 0.05% | 00.0% | Unchanged |
| Brown Capital Management LLC | 8,743 | $632.5K | 0.01% | −457−5.0% | Reduced |
| Qtron Investments LLC | 8,764 | $634.0K | 0.09% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 8,768 | $634.3K | 0.09% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,797 | $636.4K | 0.06% | −678−7.2% | Reduced |
| Vanguard Capital Wealth Advisors | 8,800 | $636.6K | 0.45% | −100−1.1% | Reduced |
| Parkside Financial Bank & Trust | 8,815 | $637.7K | 0.10% | +648+7.9% | Added |
| NBT Bank N A | 8,926 | $645.7K | 0.05% | +270+3.1% | Added |
| Fulton Bank, N.A. | 8,933 | $646.2K | 0.03% | +845+10.4% | Added |
| Cavalier Investments, LLC | 8,954 | $647.7K | 0.24% | +477+5.6% | Added |
| Heartland Bank & Trust Co | 8,955 | $647.8K | 0.38% | −70−0.8% | Reduced |
| Kearns & Associates LLC | 9,000 | $651.1K | 0.51% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 9,000 | $651.1K | 0.12% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 9,004 | $651.3K | 0.03% | −591−6.2% | Reduced |
| Boyd Watterson Asset Management LLC | 9,014 | $652.1K | 0.23% | −679−7.0% | Reduced |
| Osborne Partners Capital Management, LLC | 9,019 | $652.4K | 0.04% | −152−1.7% | Reduced |
| Fusion Capital, LLC | 9,062 | $655.5K | 0.30% | +1,633+22.0% | Added |
| Baillie Gifford & Co | 9,074 | $656.4K | 0.00% | −6,927,621−99.9% | Reduced |
| Skopos Labs, Inc. | 9,112 | $659.4K | 0.28% | +339+3.9% | Added |
| Enterprise Bank & Trust Co | 9,127 | $660.2K | 0.23% | −655−6.7% | Reduced |
| CX Institutional | 9,139 | $661.1K | 0.03% | −264−2.8% | Reduced |
| Marcum Wealth, LLC | 9,172 | $663.5K | 0.07% | +52+0.6% | Added |
| Carson Advisory Inc. | 9,177 | $663.9K | 0.47% | −645−6.6% | Reduced |
| Steward Partners Investment Solutions, LLC | 9,203 | $665.7K | 0.11% | +9,203 | New |
| Crumly & Associates Inc. | 9,217 | $666.7K | 0.18% | −222−2.4% | Reduced |
| Omega Financial Group, LLC | 9,243 | $668.6K | 0.27% | −15−0.2% | Reduced |
| Drive Wealth Management, LLC | 9,290 | $672.0K | 0.19% | −1,274−12.1% | Reduced |
| Circle Wealth Management, LLC | 9,319 | $674.1K | 0.02% | +1,226+15.1% | Added |
| Castleark Management LLC | 9,360 | $677.1K | 0.03% | 00.0% | Unchanged |
| Veracity Capital LLC | 9,452 | $683.8K | 0.27% | +3,484+58.4% | Added |
| Demars Financial Group, LLC | 9,453 | $683.8K | 0.34% | +1,241+15.1% | Added |
| Regatta Capital Group, LLC | 9,488 | $686.3K | 0.15% | +130+1.4% | Added |
| Viawealth, LLC | 9,516 | $688.4K | 0.43% | −2,839−23.0% | Reduced |
| Lazari Capital Management, Inc. | 9,531 | $689.5K | 0.37% | +40.0% | Added |
| Wintrust Investments LLC | 9,594 | $694.0K | 0.06% | +312+3.4% | Added |
| Canopy Partners, LLC | 9,692 | $701.1K | 0.34% | +495+5.4% | Added |
| Essex Financial Services, Inc. | 9,716 | $702.8K | 0.06% | +417+4.5% | Added |
| United Bank | 9,721 | $703.2K | 0.36% | +703+7.8% | Added |
| Logan Capital Management Inc | 9,729 | $703.8K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 9,817 | $710.2K | 0.29% | +250+2.6% | Added |
| Titleist Asset Management, LLC | 9,825 | $710.8K | 0.12% | −13,784−58.4% | Reduced |
| StoneX Group Inc. | 9,838 | $711.7K | 0.06% | +2,925+42.3% | Added |
| Clean Yield Group | 9,840 | $711.8K | 0.28% | −400−3.9% | Reduced |
| Power Wealth Management LLC | 9,893 | $715.7K | 0.45% | +934+10.4% | Added |
| Westmount Partners, LLC | 9,918 | $717.5K | 0.26% | −372−3.6% | Reduced |
| First Trust Advisors LP | 9,920 | $717.6K | 0.00% | +308+3.2% | Added |
| Emfo, LLC | 10,000 | $723.4K | 0.66% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $723.4K | 0.23% | +10,000 | New |
| Invictus Private Wealth, LLC | 10,015 | $724.5K | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,023 | $725.0K | 0.02% | −2,375−19.2% | Reduced |
| WNY Asset Management, LLC | 10,077 | $728.9K | 0.11% | −250−2.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,077 | $729.0K | 0.08% | +140+1.4% | Added |
| Financial Advisory Corp | 10,093 | $730.0K | 0.30% | −646−6.0% | Reduced |
| Ronald Blue Trust, Inc. | 10,096 | $730.3K | 0.01% | +3,176+45.9% | Added |
| Ironwood Financial, llc | 10,186 | $736.9K | 0.17% | +160+1.6% | Added |
| Western Wealth Management, LLC | 10,202 | $738.0K | 0.06% | −1,173−10.3% | Reduced |
| Founders Financial Securities LLC | 10,211 | $738.7K | 0.08% | +16+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 10,216 | $739.0K | 0.09% | −803−7.3% | Reduced |
| LexAurum Advisors, LLC | 10,251 | $741.6K | 0.19% | −9−0.1% | Reduced |
| FinTrust Capital Advisors, LLC | 10,264 | $742.4K | 0.14% | +4,143+67.7% | Added |
| Royce & Associates LP | 10,270 | $742.9K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,326 | $747.0K | 0.08% | −1,880−15.4% | Reduced |
| Moseley Investment Management Inc | 10,339 | $747.9K | 0.37% | 00.0% | Unchanged |
| Clarius Group, LLC | 10,349 | $748.6K | 0.05% | −1,915−15.6% | Reduced |
| Sunbelt Securities, Inc. | 10,451 | $756.0K | 0.08% | −73−0.7% | Reduced |
| Ridgewood Investments LLC | 10,508 | $760.1K | 0.40% | +210+2.0% | Added |
| Allianz SE | 10,527 | $761.5K | 0.02% | +10,527 | New |
| Thor Investment Management Inc | 10,561 | $764.0K | 0.61% | +40+0.4% | Added |
| Jupiter Wealth Management LLC | 10,000 | $764.0K | 0.40% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,590 | $766.1K | 0.07% | +1,171+12.4% | Added |
| Legacy Wealth Asset Management, LLC | 10,591 | $766.2K | 0.21% | +45+0.4% | Added |
| Redmont Wealth Advisors LLC | 10,595 | $766.5K | 1.06% | +552+5.5% | Added |
| Intact Investment Management Inc. | 10,600 | $766.8K | 0.03% | −1,400−11.7% | Reduced |
| Sigma Planning Corp | 10,616 | $768.0K | 0.02% | +10,616 | New |
| Exencial Wealth Advisors, LLC | 10,639 | $769.6K | 0.03% | −169,263−94.1% | Reduced |
| United Community Bank | 10,770 | $779.1K | 0.30% | −2,410−18.3% | Reduced |
| TCI Wealth Advisors, Inc. | 10,786 | $780.2K | 0.08% | −4,181−27.9% | Reduced |
| Shira Ridge Wealth Management | 10,871 | $786.4K | 0.45% | +26+0.2% | Added |
| Stablepoint Partners, LLC | 10,899 | $788.4K | 0.16% | −803−6.9% | Reduced |
| Brookstone Capital Management | 10,928 | $790.5K | 0.01% | +2,372+27.7% | Added |
| Hennessy Advisors Inc | 11,000 | $795.7K | 0.03% | −3,000−21.4% | Reduced |
| Cynosure Management, LLC | 11,015 | $796.8K | 0.14% | −378−3.3% | Reduced |