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 |
|---|---|---|---|---|---|
| Albion Financial Group | 7,951 | $575.2K | 0.04% | +41+0.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 7,942 | $574.5K | 0.11% | +540+7.3% | Added |
| Sutton Place Investors LLC | 7,919 | $572.9K | 0.28% | +356+4.7% | Added |
| Cypress Wealth Services, LLC | 7,817 | $565.5K | 0.13% | +669+9.4% | Added |
| Spears Abacus Advisors LLC | 7,806 | $564.7K | 0.01% | +7,806 | New |
| Credential Qtrade Securities Inc. | 7,778 | $562.7K | 0.03% | −247−3.1% | Reduced |
| Lyell Wealth Management, LP | 7,713 | $558.0K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 7,708 | $557.6K | 0.33% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,679 | $555.5K | 0.01% | −333−4.2% | Reduced |
| Bradley Foster & Sargent Inc | 7,659 | $554.1K | 0.01% | +3,375+78.8% | Added |
| Bullock Wealth Management Group | 7,633 | $552.4K | 0.37% | +7,633 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7,634 | $552.2K | 0.20% | +405+5.6% | Added |
| PDS Planning, Inc | 7,591 | $549.1K | 0.06% | +338+4.7% | Added |
| RW Investment Management LLC | 7,560 | $546.9K | 0.08% | +45+0.6% | Added |
| Cipher Capital LP | 7,511 | $543.3K | 0.25% | +7,511 | New |
| Inscription Capital, LLC | 7,496 | $542.3K | 0.09% | +7,496 | New |
| Avantax Planning Partners, Inc. | 7,459 | $539.6K | 0.02% | +2,336+45.6% | Added |
| Cornerstone Wealth Management, LLC | 7,456 | $539.3K | 0.04% | +877+13.3% | Added |
| Voisard Asset Management Group, Inc. | 7,450 | $538.9K | 0.30% | −250−3.2% | Reduced |
| WealthPLAN Partners, LLC | 7,448 | $538.8K | 0.06% | −20,520−73.4% | Reduced |
| Mayflower Financial Advisors, LLC | 7,416 | $536.5K | 0.09% | +726+10.9% | Added |
| Hilltop Holdings Inc. | 7,393 | $534.7K | 0.06% | +285+4.0% | Added |
| Harbour Investments, Inc. | 7,370 | $533.1K | 0.02% | −782−9.6% | Reduced |
| Level Four Advisory Services, LLC | 7,743 | $532.7K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,359 | $532.4K | 0.06% | +110+1.5% | Added |
| RMR Wealth Builders | 7,348 | $531.5K | 0.06% | −11,995−62.0% | Reduced |
| KMG Fiduciary Partners, LLC | 7,347 | $531.5K | 0.06% | −1,547−17.4% | Reduced |
| NorthRock Partners, LLC | 7,344 | $531.3K | 0.02% | +695+10.5% | Added |
| Trust Point Inc. | 7,313 | $529.0K | 0.04% | +426+6.2% | Added |
| Cozad Asset Management Inc | 7,285 | $527.0K | 0.05% | +20.0% | Added |
| Ulland Investment Advisors, LLC | 7,267 | $526.0K | 0.42% | −6,110−45.7% | Reduced |
| Independent Financial Group, LLC | 7,251 | $524.5K | 0.02% | +1,713+30.9% | Added |
| Natixis | 7,236 | $523.5K | 0.00% | +7,236 | New |
| Private Capital Management LLC | 7,226 | $522.7K | 0.12% | +3,188+78.9% | Added |
| Csenge Advisory Group | 7,226 | $522.7K | 0.03% | −271−3.6% | Reduced |
| Clare Market Investments LLC | 7,226 | $522.7K | 0.16% | +1,326+22.5% | Added |
| Mission Wealth Management, LP | 7,197 | $520.6K | 0.01% | +7,197 | 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 |
| Grey Street Capital, LLC | 7,180 | $519.4K | 0.07% | +7,180 | New |
| Venturi Wealth Management, LLC | 7,170 | $518.7K | 0.03% | −3,729−34.2% | Reduced |
| Hara Capital LLC | 7,132 | $515.9K | 0.31% | +400+5.9% | Added |
| Banco Santander, S.A. | 7,107 | $514.1K | 0.01% | −20,010−73.8% | Reduced |
| Beach Investment Counsel Inc | 7,478 | $514.0K | 0.06% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 7,100 | $513.6K | 0.07% | +1,200+20.3% | Added |
| Aspen Grove Capital, LLC | 7,098 | $513.5K | 0.15% | +541+8.3% | Added |
| Garrison Point Advisors, LLC | 7,055 | $510.4K | 0.33% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 7,040 | $509.3K | 0.12% | −140−1.9% | Reduced |
| Connectus Wealth, LLC | 7,034 | $508.9K | 0.01% | −99−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 7,024 | $508.1K | 0.05% | +166+2.4% | Added |
| ZWJ Investment Counsel Inc | 7,021 | $507.9K | 0.02% | +7,021 | New |
| Badgley Phelps Wealth Managers, LLC | 7,019 | $507.8K | 0.01% | +113+1.6% | Added |
| Bahl & Gaynor Inc | 6,976 | $504.6K | 0.00% | −59−0.8% | Reduced |
| Cornerstone Advisory, LLC | 6,974 | $504.5K | 0.07% | −2,786−28.5% | Reduced |
| LCNB Corp | 6,944 | $502.3K | 0.18% | +6,944 | New |
| Private Ocean, LLC | 6,937 | $501.8K | 0.05% | −2,206−24.1% | Reduced |
| Driehaus Capital Management LLC | 6,901 | $499.2K | 0.00% | −1,199−14.8% | Reduced |
| Fidelis Capital Partners, LLC | 6,890 | $498.4K | 0.08% | +980+16.6% | Added |
| Qsemble Capital Management, LP | 6,876 | $497.4K | 0.11% | +6,876 | New |
| Greystone Financial Group, LLC | 6,875 | $497.3K | 0.10% | +1,013+17.3% | Added |
| Bragg Financial Advisors, Inc | 6,836 | $494.5K | 0.02% | 00.0% | Unchanged |
| Geller Advisors LLC | 6,783 | $490.7K | 0.04% | −99−1.4% | Reduced |
| Gsa Capital Partners LLP | 6,756 | $489.0K | 0.04% | +6,756 | New |
| Fukoku Mutual Life Insurance Co | 6,721 | $486.2K | 0.04% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,683 | $483.4K | 0.12% | +1,040+18.4% | Added |
| Boston Trust Walden Corp | 6,655 | $481.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6,645 | $480.7K | 0.24% | −1,181−15.1% | Reduced |
| Baron Wealth Management LLC | 6,631 | $479.7K | 0.25% | −12−0.2% | Reduced |
| Atlas Private Wealth Management | 6,625 | $479.2K | 0.20% | +626+10.4% | Added |
| Haverford Trust Co | 6,580 | $476.0K | 0.00% | +1,484+29.1% | Added |
| Defined Wealth Management, LLC | 6,573 | $475.5K | 0.34% | −4−0.1% | Reduced |
| Journey Advisory Group, LLC | 6,544 | $473.4K | 0.06% | +940+16.8% | Added |
| Tobam | 6,539 | $473.0K | 0.04% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 6,518 | $471.5K | 0.17% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 6,513 | $471.1K | 0.06% | +346+5.6% | Added |
| Cedar Brook Financial Partners, LLC | 6,511 | $471.0K | 0.09% | −24−0.4% | Reduced |
| Icon Wealth Advisors, LLC | 6,481 | $468.9K | 0.04% | +516+8.7% | Added |
| Arkadios Wealth Advisors | 6,479 | $468.7K | 0.04% | +69+1.1% | Added |
| TAGStone Capital, Inc. | 6,449 | $467.0K | 0.27% | +24+0.4% | Added |
| Avestar Capital, LLC | 6,451 | $466.7K | 0.05% | +1,236+23.7% | Added |
| Leavell Investment Management, Inc. | 6,400 | $463.0K | 0.03% | −200−3.0% | Reduced |
| Gladstone Institutional Advisory LLC | 6,400 | $463.0K | 0.03% | −8,475−57.0% | Reduced |
| Coastwise Capital Group, LLC | 6,339 | $458.5K | 0.43% | +1,612+34.1% | Added |
| Smartleaf Asset Management LLC | 6,311 | $456.8K | 0.09% | +2,316+58.0% | Added |
| Family Legacy, Inc. | 6,310 | $456.5K | 0.16% | 00.0% | Unchanged |
| Arden Trust Co | 6,308 | $456.3K | 0.06% | −374−5.6% | Reduced |
| DAGCO, Inc. | 6,250 | $452.1K | 0.21% | +4,177+201.5% | Added |
| Kingsview Wealth Management, LLC | 6,245 | $451.8K | 0.01% | +1,302+26.3% | Added |
| Perpetual Ltd | 6,239 | $451.3K | 0.00% | −72−1.1% | Reduced |
| CoreCap Advisors, LLC | 6,205 | $448.9K | 0.02% | +408+7.0% | Added |
| Beta Wealth Group, Inc. | 6,200 | $448.6K | 0.22% | +6,200 | New |
| Encompass Wealth Advisors, LLC | 6,200 | $448.5K | 0.12% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 6,171 | $446.4K | 0.18% | −791−11.4% | Reduced |
| Diversified Trust Co | 6,142 | $444.3K | 0.01% | −9,712−61.3% | Reduced |
| FLC Capital Advisors | 6,131 | $443.5K | 0.11% | −2,265−27.0% | Reduced |
| Octavia Wealth Advisors, LLC | 6,100 | $441.3K | 0.07% | +122+2.0% | Added |
| Alpha Family Trust | 6,070 | $439.1K | 0.27% | 00.0% | Unchanged |
| Mason & Associates Inc | 6,009 | $434.7K | 0.12% | 00.0% | Unchanged |
| First National Bank of Omaha | 5,550 | $434.5K | 0.03% | −25,036−81.9% | Reduced |
| Jefferies Financial Group Inc. | 5,998 | $433.9K | 0.01% | −137,476−95.8% | Reduced |