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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 10,270 | $742.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,264 | $742.4K | 0.14% | +4,143+67.7% | Added |
| LexAurum Advisors, LLC | 10,251 | $741.6K | 0.19% | −9−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,216 | $739.0K | 0.09% | −803−7.3% | Reduced |
| Founders Financial Securities LLC | 10,211 | $738.7K | 0.08% | +16+0.2% | Added |
| Western Wealth Management, LLC | 10,202 | $738.0K | 0.06% | −1,173−10.3% | Reduced |
| Ironwood Financial, llc | 10,186 | $736.9K | 0.17% | +160+1.6% | Added |
| Ronald Blue Trust, Inc. | 10,096 | $730.3K | 0.01% | +3,176+45.9% | Added |
| Financial Advisory Corp | 10,093 | $730.0K | 0.30% | −646−6.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,077 | $729.0K | 0.08% | +140+1.4% | Added |
| WNY Asset Management, LLC | 10,077 | $728.9K | 0.11% | −250−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 10,023 | $725.0K | 0.02% | −2,375−19.2% | Reduced |
| Invictus Private Wealth, LLC | 10,015 | $724.5K | 0.06% | 00.0% | Unchanged |
| Emfo, LLC | 10,000 | $723.4K | 0.66% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $723.4K | 0.23% | +10,000 | New |
| First Trust Advisors LP | 9,920 | $717.6K | 0.00% | +308+3.2% | Added |
| Westmount Partners, LLC | 9,918 | $717.5K | 0.26% | −372−3.6% | Reduced |
| Power Wealth Management LLC | 9,893 | $715.7K | 0.45% | +934+10.4% | Added |
| Clean Yield Group | 9,840 | $711.8K | 0.28% | −400−3.9% | Reduced |
| StoneX Group Inc. | 9,838 | $711.7K | 0.06% | +2,925+42.3% | Added |
| Titleist Asset Management, LLC | 9,825 | $710.8K | 0.12% | −13,784−58.4% | Reduced |
| Mystic Asset Management, Inc. | 9,817 | $710.2K | 0.29% | +250+2.6% | Added |
| Logan Capital Management Inc | 9,729 | $703.8K | 0.03% | 00.0% | Unchanged |
| United Bank | 9,721 | $703.2K | 0.36% | +703+7.8% | Added |
| Essex Financial Services, Inc. | 9,716 | $702.8K | 0.06% | +417+4.5% | Added |
| Canopy Partners, LLC | 9,692 | $701.1K | 0.34% | +495+5.4% | Added |
| Wintrust Investments LLC | 9,594 | $694.0K | 0.06% | +312+3.4% | Added |
| Lazari Capital Management, Inc. | 9,531 | $689.5K | 0.37% | +40.0% | Added |
| Viawealth, LLC | 9,516 | $688.4K | 0.43% | −2,839−23.0% | Reduced |
| Regatta Capital Group, LLC | 9,488 | $686.3K | 0.15% | +130+1.4% | Added |
| Demars Financial Group, LLC | 9,453 | $683.8K | 0.34% | +1,241+15.1% | Added |
| Veracity Capital LLC | 9,452 | $683.8K | 0.27% | +3,484+58.4% | Added |
| Castleark Management LLC | 9,360 | $677.1K | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 9,319 | $674.1K | 0.02% | +1,226+15.1% | Added |
| Drive Wealth Management, LLC | 9,290 | $672.0K | 0.19% | −1,274−12.1% | Reduced |
| Omega Financial Group, LLC | 9,243 | $668.6K | 0.27% | −15−0.2% | Reduced |
| Crumly & Associates Inc. | 9,217 | $666.7K | 0.18% | −222−2.4% | Reduced |
| Steward Partners Investment Solutions, LLC | 9,203 | $665.7K | 0.11% | +9,203 | New |
| Carson Advisory Inc. | 9,177 | $663.9K | 0.47% | −645−6.6% | Reduced |
| Marcum Wealth, LLC | 9,172 | $663.5K | 0.07% | +52+0.6% | Added |
| CX Institutional | 9,139 | $661.1K | 0.03% | −264−2.8% | Reduced |
| Enterprise Bank & Trust Co | 9,127 | $660.2K | 0.23% | −655−6.7% | Reduced |
| Skopos Labs, Inc. | 9,112 | $659.4K | 0.28% | +339+3.9% | Added |
| Baillie Gifford & Co | 9,074 | $656.4K | 0.00% | −6,927,621−99.9% | Reduced |
| Fusion Capital, LLC | 9,062 | $655.5K | 0.30% | +1,633+22.0% | Added |
| Osborne Partners Capital Management, LLC | 9,019 | $652.4K | 0.04% | −152−1.7% | Reduced |
| Boyd Watterson Asset Management LLC | 9,014 | $652.1K | 0.23% | −679−7.0% | Reduced |
| Edge Capital Group, LLC | 9,004 | $651.3K | 0.03% | −591−6.2% | 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 |
| Heartland Bank & Trust Co | 8,955 | $647.8K | 0.38% | −70−0.8% | Reduced |
| Cavalier Investments, LLC | 8,954 | $647.7K | 0.24% | +477+5.6% | Added |
| Fulton Bank, N.A. | 8,933 | $646.2K | 0.03% | +845+10.4% | Added |
| NBT Bank N A | 8,926 | $645.7K | 0.05% | +270+3.1% | Added |
| Parkside Financial Bank & Trust | 8,815 | $637.7K | 0.10% | +648+7.9% | Added |
| Vanguard Capital Wealth Advisors | 8,800 | $636.6K | 0.45% | −100−1.1% | Reduced |
| Good Life Advisors, LLC | 8,797 | $636.4K | 0.06% | −678−7.2% | Reduced |
| Keebeck Wealth Management, LLC | 8,768 | $634.3K | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,764 | $634.0K | 0.09% | 00.0% | Unchanged |
| Brown Capital Management LLC | 8,743 | $632.5K | 0.01% | −457−5.0% | Reduced |
| Symmetry Partners, LLC | 8,704 | $630.0K | 0.05% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 8,704 | $629.6K | 0.03% | +958+12.4% | Added |
| Whitener Capital Management, Inc. | 8,697 | $629.1K | 0.21% | +2,756+46.4% | Added |
| Northwest Bank & Trust Co | 8,489 | $627.7K | 0.58% | −166−1.9% | Reduced |
| Derbend Asset Management | 8,651 | $625.8K | 0.31% | −3,332−27.8% | Reduced |
| Keene & Associates, Inc. | 8,630 | $624.3K | 0.47% | +294+3.5% | Added |
| Quadcap Wealth Management, LLC | 8,576 | $620.4K | 0.14% | +8,576 | New |
| Institute for Wealth Management, LLC. | 8,539 | $617.7K | 0.08% | +1,431+20.1% | Added |
| Traynor Capital Management, Inc. | 8,502 | $615.0K | 0.06% | −638−7.0% | Reduced |
| Wealth Quarterback LLC | 8,490 | $614.2K | 0.34% | −779−8.4% | Reduced |
| Pointe Capital Management LLC | 8,490 | $614.2K | 0.38% | +275+3.3% | Added |
| Eisler Capital (UK) Ltd. | 8,392 | $607.1K | 0.08% | −183,219−95.6% | Reduced |
| IHT Wealth Management, LLC | 8,384 | $606.5K | 0.02% | +206+2.5% | Added |
| Compass Advisory Group LLC | 8,375 | $605.8K | 0.27% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 8,352 | $604.2K | 0.08% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 8,341 | $603.4K | 0.03% | +1,929+30.1% | Added |
| Manchester Financial Inc | 8,337 | $603.1K | 0.16% | +4,580+121.9% | Added |
| Vima LLC | 11,502 | $602.5K | 0.70% | +343+3.1% | Added |
| Rehmann Capital Advisory Group | 8,299 | $600.4K | 0.04% | −31−0.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 7,829 | $599.2K | 0.52% | +7,829 | New |
| Sheaff Brock Investment Advisors, LLC | 8,260 | $597.5K | 0.05% | −860−9.4% | Reduced |
| Continuum Advisory, LLC | 7,886 | $594.9K | 0.09% | −14,639−65.0% | Reduced |
| RFG Advisory, LLC | 8,196 | $592.9K | 0.02% | −29−0.4% | Reduced |
| Graypoint LLC | 8,195 | $592.8K | 0.04% | −51−0.6% | Reduced |
| Angeles Investment Advisors, LLC | 8,192 | $592.6K | 0.03% | +308+3.9% | Added |
| Boltwood Capital Management | 8,182 | $591.9K | 0.18% | −125−1.5% | Reduced |
| Premier Path Wealth Partners, LLC | 8,176 | $591.5K | 0.11% | +235+3.0% | Added |
| Emerald Advisers, LLC | 8,176 | $591.5K | 0.02% | −3,123−27.6% | Reduced |
| Ellevest, Inc. | 8,169 | $590.9K | 0.04% | +565+7.4% | Added |
| Bank of Stockton | 8,163 | $590.5K | 0.18% | +376+4.8% | Added |
| Little House Capital LLC | 8,162 | $590.5K | 0.20% | −44,256−84.4% | Reduced |
| Apriem Advisors | 8,161 | $590.4K | 0.07% | +130+1.6% | Added |
| Mitchell Sinkler & Starr | 8,142 | $589.0K | 0.15% | −4,844−37.3% | Reduced |
| InTrack Investment Management Inc | 8,118 | $587.3K | 0.44% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 8,088 | $585.1K | 0.16% | −197−2.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,063 | $583.2K | 0.19% | −64−0.8% | Reduced |
| Fiduciary Trust Co | 8,053 | $582.6K | 0.01% | −915−10.2% | Reduced |
| Maven Securities LTD | 8,028 | $580.7K | 0.03% | +8,028 | New |
| Lountzis Asset Management, LLC | 8,019 | $580.1K | 0.27% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 8,007 | $579.0K | 0.01% | −117,113−93.6% | Reduced |