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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| PFG Advisors | 19,541 | $1.41M | 0.10% | −2,956−13.1% | Reduced |
| Wealth Alliance | 19,539 | $1.41M | 0.19% | −564−2.8% | Reduced |
| Lincoln National Corp | 19,323 | $1.40M | 0.02% | +1,099+6.0% | Added |
| J. L. Bainbridge & Co., Inc. | 19,283 | $1.39M | 0.15% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 19,229 | $1.39M | 0.65% | +249+1.3% | Added |
| Guardian Asset Advisors, LLC | 19,116 | $1.38M | 1.15% | +376+2.0% | Added |
| Spire Wealth Management | 18,994 | $1.37M | 0.04% | −607−3.1% | Reduced |
| Birmingham Capital Management Co Inc | 18,925 | $1.37M | 0.50% | −1,500−7.3% | Reduced |
| Morningstar Investment Management LLC | 18,910 | $1.37M | 0.15% | 00.0% | Unchanged |
| Riverwater Partners LLC | 18,868 | $1.36M | 1.00% | −691−3.5% | Reduced |
| Integrated Wealth Concepts LLC | 18,812 | $1.36M | 0.02% | +3,354+21.7% | Added |
| Insigneo Advisory Services, LLC | 18,783 | $1.36M | 0.16% | −826−4.2% | Reduced |
| Crescent Grove Advisors, LLC | 18,774 | $1.36M | 0.14% | −800−4.1% | Reduced |
| Professional Financial Advisors, LLC | 18,700 | $1.35M | 0.39% | +2,046+12.3% | Added |
| FineMark National Bank & Trust | 18,671 | $1.35M | 0.05% | −12,413−39.9% | Reduced |
| Empowered Funds, LLC | 18,658 | $1.35M | 0.02% | −6,684−26.4% | Reduced |
| Inspire Advisors, LLC | 18,647 | $1.35M | 0.19% | +1,316+7.6% | Added |
| BayBridge Capital Group, LLC | 18,148 | $1.35M | 1.17% | +779+4.5% | Added |
| Balboa Wealth Partners | 18,617 | $1.35M | 0.43% | +66+0.4% | Added |
| AXS Investments LLC | 18,487 | $1.34M | 0.32% | −1,884−9.2% | Reduced |
| Trust Asset Management LLC | 18,455 | $1.34M | 0.12% | −149−0.8% | Reduced |
| Tranquility Partners, LLC | 18,329 | $1.33M | 0.51% | −1,165−6.0% | Reduced |
| Telos Capital Management, Inc. | 18,240 | $1.32M | 0.15% | −956−5.0% | Reduced |
| Krilogy Financial LLC | 18,191 | $1.32M | 0.10% | +670+3.8% | Added |
| BIP Wealth, LLC | 18,061 | $1.31M | 0.10% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 18,051 | $1.31M | 0.10% | +393+2.2% | Added |
| Alpha DNA Investment Management LLC | 18,015 | $1.30M | 0.72% | −18,270−50.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,970 | $1.30M | 0.02% | −127−0.7% | Reduced |
| Schechter Investment Advisors, LLC | 17,935 | $1.30M | 0.10% | +6,285+53.9% | Added |
| Garner Asset Management Corp | 17,862 | $1.29M | 0.66% | +2,441+15.8% | Added |
| Dynamic Advisor Solutions LLC | 17,826 | $1.29M | 0.04% | +889+5.2% | Added |
| Montecito Bank & Trust | 17,738 | $1.28M | 0.26% | −14−0.1% | Reduced |
| Brown Brothers Harriman & Co | 17,736 | $1.28M | 0.01% | −13,567−43.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 17,508 | $1.27M | 0.14% | −5,883−25.2% | Reduced |
| Centaurus Financial, Inc. | 17,364 | $1.26M | 0.09% | +4,936+39.7% | Added |
| Hills Bank & Trust Co | 17,336 | $1.25M | 0.11% | +523+3.1% | Added |
| Coldstream Capital Management Inc | 17,272 | $1.25M | 0.03% | −40−0.2% | Reduced |
| Forum Financial Management, LP | 17,191 | $1.24M | 0.02% | +834+5.1% | Added |
| Duff & Phelps Investment Management Co | 17,170 | $1.24M | 0.01% | +746+4.5% | Added |
| Kelly Lawrence W & Associates Inc | 17,043 | $1.23M | 0.28% | 00.0% | Unchanged |
| Delphi Management Inc | 17,017 | $1.23M | 0.95% | +43+0.3% | Added |
| Parsons Capital Management Inc | 16,995 | $1.23M | 0.08% | +16,995 | New |
| Aviso Wealth Management | 16,949 | $1.23M | 0.77% | 00.0% | Unchanged |
| Leisure Capital Management | 16,946 | $1.23M | 0.61% | −109−0.6% | Reduced |
| Frisch Financial Group, Inc. | 16,776 | $1.21M | 0.40% | −8,366−33.3% | Reduced |
| Embree Financial Group | 16,717 | $1.21M | 0.24% | +99+0.6% | Added |
| Columbia Asset Management | 17,551 | $1.21M | 0.25% | +125+0.7% | Added |
| VisionPoint Advisory Group, LLC | 16,653 | $1.20M | 0.43% | +9,261+125.3% | Added |
| Quadrant Capital Group LLC | 16,614 | $1.20M | 0.09% | −285−1.7% | Reduced |
| RiverPark Advisors, LLC | 16,541 | $1.20M | 0.98% | −2,089−11.2% | Reduced |
| Stableford Capital II LLC | 16,463 | $1.19M | 0.48% | +17+0.1% | Added |
| TLWM | 16,351 | $1.18M | 0.26% | −285−1.7% | Reduced |
| Avondale Wealth Management | 16,300 | $1.18M | 0.83% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 16,132 | $1.17M | 0.80% | +835+5.5% | Added |
| Ameritas Investment Partners, Inc. | 16,097 | $1.16M | 0.04% | −440−2.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,075 | $1.16M | 0.39% | +700+4.6% | Added |
| Wedbush Securities Inc | 16,065 | $1.16M | 0.04% | −1,108−6.5% | Reduced |
| Sowell Financial Services LLC | 16,068 | $1.16M | 0.05% | +255+1.6% | Added |
| Sumitomo Life Insurance Co | 16,059 | $1.16M | 0.03% | −706−4.2% | Reduced |
| St Germain D J Co Inc | 16,039 | $1.16M | 0.06% | −394−2.4% | Reduced |
| MBM Wealth Consultants, LLC | 15,909 | $1.15M | 0.40% | +1,951+14.0% | Added |
| Meeder Advisory Services, Inc. | 15,880 | $1.15M | 0.12% | +2,108+15.3% | Added |
| SeaCrest Wealth Management, LLC | 15,855 | $1.15M | 0.14% | +198+1.3% | Added |
| Herold Advisors, Inc. | 15,830 | $1.15M | 0.28% | +15,830 | New |
| Cigna Investments Inc | 15,698 | $1.14M | 0.22% | −197−1.2% | Reduced |
| Coastal Investment Advisors, Inc. | 15,665 | $1.13M | 0.23% | +344+2.2% | Added |
| Man Group plc | 15,648 | $1.13M | 0.00% | −53,737−77.4% | Reduced |
| Providence Wealth Advisors, LLC | 15,916 | $1.13M | 0.97% | +14,607+1,115.9% | Added |
| Sentry Investment Management LLC | 15,622 | $1.13M | 0.44% | 00.0% | Unchanged |
| Keystone Financial Services | 15,615 | $1.13M | 0.49% | +4,332+38.4% | Added |
| Ostrum Asset Management | 15,485 | $1.12M | 0.09% | +99+0.6% | Added |
| Signet Investment Advisory Group, Inc. | 15,430 | $1.12M | 0.61% | −1,358−8.1% | Reduced |
| Nilsine Partners, LLC | 15,428 | $1.12M | 0.15% | +94+0.6% | Added |
| Burns Matteson Capital Management, LLC | 15,384 | $1.11M | 0.72% | +2,370+18.2% | Added |
| Waldron Private Wealth LLC | 15,349 | $1.11M | 0.05% | −224−1.4% | Reduced |
| JNBA Financial Advisors | 15,345 | $1.11M | 0.12% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 15,329 | $1.11M | 0.04% | −313−2.0% | Reduced |
| Nicolet Bankshares Inc | 15,206 | $1.10M | 0.27% | +213+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 15,114 | $1.09M | 0.04% | +408+2.8% | Added |
| Granite Investment Partners, LLC | 15,091 | $1.09M | 0.04% | −6,950−31.5% | Reduced |
| Howard Financial Services, Ltd. | 15,085 | $1.09M | 0.19% | +19+0.1% | Added |
| Fruth Investment Management | 15,072 | $1.09M | 0.28% | −57−0.4% | Reduced |
| Belpointe Asset Management LLC | 15,027 | $1.09M | 0.08% | −3,674−19.6% | Reduced |
| Ally Financial Inc. | 15,000 | $1.09M | 0.15% | +15,000 | New |
| Caption Management, LLC | 15,000 | $1.09M | 0.12% | +15,000 | New |
| Neumann Capital Management, LLC | 14,943 | $1.08M | 0.39% | +93+0.6% | Added |
| Consolidated Portfolio Review Corp | 14,919 | $1.08M | 0.28% | +129+0.9% | Added |
| Elmwood Wealth Management, Inc. | 14,917 | $1.08M | 0.46% | −1,444−8.8% | Reduced |
| Altfest L J & Co Inc | 14,918 | $1.08M | 0.16% | −12,851−46.3% | Reduced |
| Uncommon Cents Investing LLC | 14,872 | $1.08M | 0.33% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 14,779 | $1.07M | 0.10% | −1,161−7.3% | Reduced |
| King Luther Capital Management Corp | 14,771 | $1.07M | 0.00% | −372−2.5% | Reduced |
| Tranquilli Financial Advisor LLC | 14,730 | $1.07M | 0.71% | +2,028+16.0% | Added |
| Lebenthal Global Advisors, LLC | 14,638 | $1.06M | 0.24% | +271+1.9% | Added |
| IMS Capital Management | 14,605 | $1.06M | 0.49% | +725+5.2% | Added |
| Prospera Financial Services Inc | 14,572 | $1.05M | 0.03% | +714+5.2% | Added |
| Oder Investment Management, LLC | 14,405 | $1.04M | 0.97% | +1,559+12.1% | Added |
| HCR Wealth Advisors | 14,383 | $1.04M | 0.16% | +1,561+12.2% | Added |
| Davis R M Inc | 14,379 | $1.04M | 0.02% | −1,854−11.4% | Reduced |
| Merit Financial Group, LLC | 13,644 | $1.04M | 0.02% | −28,898−67.9% | Reduced |