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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 14,000 | $1.01M | 0.08% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 13,890 | $1.00M | 0.33% | +32+0.2% | Added |
| David Loasby | 13,832 | $999.8K | 0.10% | −923−6.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 13,738 | $994.2K | 0.59% | −916−6.3% | Reduced |
| JT Stratford LLC | 13,721 | $992.6K | 0.20% | +240+1.8% | Added |
| ASB Consultores, LLC | 13,698 | $990.9K | 0.26% | +13,698 | New |
| GAMMA Investing LLC | 13,684 | $989.9K | 0.20% | +2,161+18.8% | Added |
| Citizens & Northern Corp | 13,659 | $988.1K | 0.33% | −300−2.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,890 | $987.6K | 0.54% | −110−0.8% | Reduced |
| Trustmark National Bank Trust Department | 13,633 | $986.2K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13,624 | $985.0K | 0.09% | −1,646−10.8% | Reduced |
| Panoramic Investment Advisors, LLC | 13,593 | $983.3K | 0.72% | −325−2.3% | Reduced |
| First Financial Corp | 13,579 | $982.3K | 0.50% | −471−3.4% | Reduced |
| Thomasville National Bank | 13,576 | $982.1K | 0.08% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 13,501 | $976.7K | 0.11% | +835+6.6% | Added |
| Checchi Capital Advisers, LLC | 13,497 | $976.4K | 0.08% | +27+0.2% | Added |
| Aaron Wealth Advisors | 13,426 | $971.2K | 0.14% | +1,132+9.2% | Added |
| Hamel Associates, Inc. | 13,395 | $969.0K | 0.31% | +600+4.7% | Added |
| Waterloo Capital, L.P. | 13,289 | $961.4K | 0.12% | +3,521+36.0% | Added |
| Operose Advisors LLC | 13,280 | $960.7K | 0.32% | −76−0.6% | Reduced |
| Summit Asset Management, LLC | 13,264 | $959.5K | 0.21% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 13,243 | $958.0K | 0.56% | +1,018+8.3% | Added |
| Lake Street Advisors Group, LLC | 13,187 | $953.9K | 0.04% | +271+2.1% | Added |
| Hardy Reed LLC | 13,145 | $950.9K | 0.12% | −951−6.7% | Reduced |
| Portfolio Strategies, Inc. | 13,145 | $950.9K | 0.06% | +13,145 | New |
| Wealthcare Advisory Partners LLC | 13,127 | $949.6K | 0.03% | +91+0.7% | Added |
| Wedmont Private Capital | 13,130 | $949.0K | 0.07% | +1,430+12.2% | Added |
| Sage Rhino Capital LLC | 13,091 | $947.0K | 0.22% | +1,006+8.3% | Added |
| Intrust Bank NA | 12,974 | $938.5K | 0.10% | −560−4.1% | Reduced |
| Guidance Capital, Inc | 13,023 | $927.7K | 0.34% | +13,023 | New |
| Proffitt & Goodson Inc | 12,697 | $918.5K | 0.16% | −649−4.9% | Reduced |
| Catalyst Financial Partners LLC | 12,647 | $916.9K | 0.24% | −46−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,661 | $915.0K | 0.02% | +6,574+108.0% | Added |
| West Financial Advisors, LLC | 12,600 | $911.5K | 0.20% | 00.0% | Unchanged |
| Matisse Capital | 12,550 | $907.9K | 0.44% | 00.0% | Unchanged |
| Smith, Moore & Co. | 12,462 | $901.5K | 0.10% | −1,009−7.5% | Reduced |
| H&H Retirement Design & Management INC | 12,094 | $898.1K | 0.59% | +12,094 | New |
| LGT Group Foundation | 12,361 | $894.2K | 0.02% | +545+4.6% | Added |
| D. E. Shaw & Co., Inc. | 12,345 | $893.0K | 0.00% | −247,932−95.3% | Reduced |
| Personal Cfo Solutions, LLC | 12,265 | $887.3K | 0.14% | +580+5.0% | Added |
| Citizens National Bank Trust Department | 12,240 | $885.4K | 0.21% | +320+2.7% | Added |
| Peak Planning Group, LLC | 12,240 | $885.4K | 0.55% | +16+0.1% | Added |
| Opinicus Capital, Inc. | 12,204 | $882.8K | 0.78% | +675+5.9% | Added |
| International Assets Investment Management, LLC | 12,135 | $878.2K | 0.09% | +1,141+10.4% | Added |
| First Commonwealth Financial Corp | 12,058 | $872.3K | 0.23% | +7+0.1% | Added |
| Worm Capital, LLC | 12,022 | $869.7K | 1.19% | −5,018−29.4% | Reduced |
| Parkside Investments, LLC | 12,000 | $868.1K | 0.14% | −3,000−20.0% | Reduced |
| Cim Investment Mangement Inc | 11,992 | $867.5K | 0.26% | +11,992 | New |
| Simon Quick Advisors, LLC | 11,988 | $867.2K | 0.06% | +7,294+155.4% | Added |
| GeoWealth Management, LLC | 11,985 | $867.0K | 0.03% | −12,743−51.5% | Reduced |
| TD Private Client Wealth LLC | 11,966 | $865.6K | 0.03% | −1,874−13.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,955 | $864.8K | 0.01% | +594+5.2% | Added |
| Lummis Asset Management, LP | 11,936 | $863.5K | 1.16% | −8,281−41.0% | Reduced |
| Ambassador Advisors, LLC | 11,933 | $863.2K | 0.16% | +852+7.7% | Added |
| Savant Capital, LLC | 11,836 | $856.2K | 0.01% | −6,549−35.6% | Reduced |
| Sheets Smith Wealth Management | 11,830 | $855.8K | 0.10% | +4,144+53.9% | Added |
| Novare Capital Management LLC | 11,786 | $852.6K | 0.08% | +482+4.3% | Added |
| Strategic Blueprint, LLC | 11,708 | $846.9K | 0.06% | +1,536+15.1% | Added |
| Dynasty Wealth Management, LLC | 11,702 | $846.6K | 0.03% | +11,702 | New |
| Napatree Capital LLC | 11,443 | $846.2K | 0.82% | −344−2.9% | Reduced |
| Axxcess Wealth Management, LLC | 11,690 | $845.6K | 0.02% | −4,477−27.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,670 | $844.2K | 0.00% | +11,670 | New |
| Mutual Advisors, LLC | 11,626 | $841.0K | 0.03% | +507+4.6% | Added |
| Patrick M Sweeney & Associates, Inc | 11,602 | $839.3K | 0.69% | +221+1.9% | Added |
| Wilsey Asset Management Inc | 11,592 | $838.5K | 0.17% | −357,832−96.9% | Reduced |
| Independence Bank of Kentucky | 11,565 | $836.6K | 0.25% | −175−1.5% | Reduced |
| Navellier & Associates Inc | 11,555 | $835.9K | 0.10% | +11,555 | New |
| Lodestone Wealth Management LLC | 11,553 | $835.8K | 0.44% | +44+0.4% | Added |
| Northcape Wealth Management, LLC | 11,497 | $831.7K | 0.30% | +15+0.1% | Added |
| Nabity-Jensen Investment Management Inc | 11,484 | $830.8K | 0.68% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 11,452 | $828.5K | 0.06% | −1,500−11.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 11,389 | $823.8K | 0.38% | +2,880+33.8% | Added |
| Dumont & Blake Investment Advisors LLC | 11,324 | $819.2K | 0.24% | +255+2.3% | Added |
| Zimmermann Investment Management & Planning LLC | 11,214 | $811.2K | 0.29% | +89+0.8% | Added |
| Powell Investment Advisors, LLC | 11,149 | $806.5K | 0.43% | −589−5.0% | Reduced |
| Navalign, LLC | 11,140 | $805.8K | 0.27% | +483+4.5% | Added |
| Pitcairn Co | 11,072 | $800.9K | 0.05% | +1,015+10.1% | Added |
| Baker Tilly Wealth Management, LLC | 11,053 | $799.6K | 0.14% | +277+2.6% | Added |
| Integral Investment Advisors, Inc. | 11,033 | $798.6K | 0.33% | +6,709+155.2% | Added |
| Cynosure Management, LLC | 11,015 | $796.8K | 0.14% | −378−3.3% | Reduced |
| Hennessy Advisors Inc | 11,000 | $795.7K | 0.03% | −3,000−21.4% | Reduced |
| Brookstone Capital Management | 10,928 | $790.5K | 0.01% | +2,372+27.7% | Added |
| Stablepoint Partners, LLC | 10,899 | $788.4K | 0.16% | −803−6.9% | Reduced |
| Shira Ridge Wealth Management | 10,871 | $786.4K | 0.45% | +26+0.2% | Added |
| TCI Wealth Advisors, Inc. | 10,786 | $780.2K | 0.08% | −4,181−27.9% | Reduced |
| United Community Bank | 10,770 | $779.1K | 0.30% | −2,410−18.3% | Reduced |
| Exencial Wealth Advisors, LLC | 10,639 | $769.6K | 0.03% | −169,263−94.1% | Reduced |
| Sigma Planning Corp | 10,616 | $768.0K | 0.02% | +10,616 | New |
| Intact Investment Management Inc. | 10,600 | $766.8K | 0.03% | −1,400−11.7% | Reduced |
| Redmont Wealth Advisors LLC | 10,595 | $766.5K | 1.06% | +552+5.5% | Added |
| Legacy Wealth Asset Management, LLC | 10,591 | $766.2K | 0.21% | +45+0.4% | Added |
| Atomi Financial Group, Inc. | 10,590 | $766.1K | 0.07% | +1,171+12.4% | Added |
| Jupiter Wealth Management LLC | 10,000 | $764.0K | 0.40% | 00.0% | Unchanged |
| Thor Investment Management Inc | 10,561 | $764.0K | 0.61% | +40+0.4% | Added |
| Allianz SE | 10,527 | $761.5K | 0.02% | +10,527 | New |
| Ridgewood Investments LLC | 10,508 | $760.1K | 0.40% | +210+2.0% | Added |
| Sunbelt Securities, Inc. | 10,451 | $756.0K | 0.08% | −73−0.7% | Reduced |
| Clarius Group, LLC | 10,349 | $748.6K | 0.05% | −1,915−15.6% | Reduced |
| Moseley Investment Management Inc | 10,339 | $747.9K | 0.37% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,326 | $747.0K | 0.08% | −1,880−15.4% | Reduced |