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 28 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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,702 | $267.8K | 0.01% | +14+0.4% | Added |
| BlackDiamond Wealth Management Inc. | 3,691 | $267.0K | 0.19% | −509−12.1% | Reduced |
| Quantum Financial Advisors, LLC | 3,689 | $266.8K | 0.05% | −12−0.3% | Reduced |
| Founders Capital Management | 3,680 | $266.2K | 0.18% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,664 | $265.1K | 0.05% | +204+5.9% | Added |
| Stockman Wealth Management, Inc. | 3,661 | $264.8K | 0.05% | +15+0.4% | Added |
| Cohen Klingenstein LLC | 3,660 | $264.8K | 0.01% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,654 | $264.3K | 0.05% | +3,654 | New |
| Castleview Partners, LLC | 3,639 | $263.3K | 0.15% | +614+20.3% | Added |
| Landaas & Co | 3,621 | $262.0K | 0.09% | +21+0.6% | Added |
| Wayfinding Financial, LLC | 3,440 | $262.0K | 0.15% | +3,440 | New |
| Thrive Wealth Management, LLC | 3,621 | $261.9K | 0.05% | +317+9.6% | Added |
| Azimuth Capital Investment Management LLC | 3,619 | $261.8K | 0.01% | −96−2.6% | Reduced |
| CRA Financial Services, LLC | 3,603 | $260.6K | 0.06% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,600 | $260.4K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,596 | $260.2K | 0.01% | −78−2.1% | Reduced |
| Childress Capital Advisors, LLC | 3,591 | $259.7K | 0.08% | −1,865−34.2% | Reduced |
| Source Financial Advisors LLC | 3,587 | $259.5K | 0.08% | +21+0.6% | Added |
| SOA Wealth Advisors, LLC. | 3,577 | $258.7K | 0.05% | +366+11.4% | Added |
| Intrepid Financial Planning Group LLC | 3,567 | $258.0K | 0.11% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,558 | $257.0K | 0.02% | +3,558 | New |
| Sentinus, LLC | 3,551 | $256.9K | 0.09% | +3,551 | New |
| Vantage Consulting Group Inc | 3,538 | $255.9K | 0.16% | −118−3.2% | Reduced |
| Verdence Capital Advisors LLC | 3,534 | $255.7K | 0.02% | −137−3.7% | Reduced |
| Leonteq Securities AG | 3,533 | $255.6K | 0.03% | +647+22.4% | Added |
| Balentine LLC | 3,515 | $254.3K | 0.01% | +3,515 | New |
| Paloma Partners Management Co | 3,514 | $254.2K | 0.04% | +3,514 | New |
| First Affirmative Financial Network | 3,504 | $253.4K | 0.19% | −138−3.8% | Reduced |
| Edgewood Management LLC | 3,500 | $253.2K | 0.00% | −800−18.6% | Reduced |
| Wisconsin Capital Management LLC | 3,500 | $253.2K | 0.13% | 00.0% | Unchanged |
| TFG Advisers LLC | 3,492 | $252.6K | 0.10% | +324+10.2% | Added |
| Sivia Capital Partners, LLC | 3,489 | $252.4K | 0.17% | +15+0.4% | Added |
| Forte Capital LLC | 3,477 | $251.5K | 0.03% | +10.0% | Added |
| LCM Capital Management Inc | 3,465 | $250.7K | 0.16% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 3,448 | $249.4K | 0.18% | +33+1.0% | Added |
| Jackson Hole Capital Partners, LLC | 3,446 | $249.3K | 0.06% | −4,612−57.2% | Reduced |
| Financial Management Professionals, Inc. | 3,446 | $249.0K | 0.04% | +585+20.4% | Added |
| Keystone Wealth Services, LLC | 3,434 | $248.4K | 0.08% | +8+0.2% | Added |
| O'Dell Group, LLC | 3,414 | $247.0K | 0.06% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,398 | $245.8K | 0.02% | −132−3.7% | Reduced |
| SNS Financial Group, LLC | 3,387 | $245.0K | 0.03% | +14+0.4% | Added |
| Semus Wealth Partners LLC | 3,383 | $244.7K | 0.21% | +11+0.3% | Added |
| 1858 Wealth Management, LLC | 3,554 | $244.5K | 0.23% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,374 | $244.1K | 0.04% | −667−16.5% | Reduced |
| Clear Creek Financial Management, LLC | 3,363 | $243.3K | 0.03% | +3,363 | New |
| Advisor OS, LLC | 3,362 | $243.2K | 0.03% | −107−3.1% | Reduced |
| Cypress Capital Group | 3,359 | $243.0K | 0.03% | −725−17.8% | Reduced |
| CWS Financial Advisors, LLC | 3,351 | $242.4K | 0.10% | −50−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,336 | $241.2K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,325 | $240.5K | 0.01% | −1,786−34.9% | Reduced |
| Perennial Investment Advisors, LLC | 3,311 | $239.5K | 0.04% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 3,307 | $239.2K | 0.13% | +1,996+152.3% | Added |
| West Coast Financial LLC | 3,286 | $237.7K | 0.03% | +135+4.3% | Added |
| Trust Co of Toledo NA | 3,277 | $237.1K | 0.04% | +3,277 | New |
| Verus Capital Partners, LLC | 3,258 | $235.7K | 0.03% | +4+0.1% | Added |
| Capital Asset Advisory Services LLC | 3,270 | $235.0K | 0.01% | −443−11.9% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,283 | $233.8K | 0.19% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,230 | $233.7K | 0.14% | +3,230 | New |
| MONECO Advisors, LLC | 3,226 | $233.4K | 0.04% | −87−2.6% | Reduced |
| BOS Asset Management, LLC | 3,225 | $233.3K | 0.12% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,203 | $231.7K | 0.05% | +158+5.2% | Added |
| Capula Management Ltd | 3,189 | $230.7K | 0.01% | +2,781+681.6% | Added |
| Blueprint Investment Partners LLC | 3,188 | $230.6K | 0.05% | +3,188 | New |
| Raffa Wealth Management, LLC | 3,174 | $229.6K | 0.07% | +2,853+888.8% | Added |
| Kolinsky Wealth Management, LLC | 3,167 | $229.1K | 0.18% | −663−17.3% | Reduced |
| Whalerock Point Partners, LLC | 3,166 | $229.0K | 0.06% | −231−6.8% | Reduced |
| GYL Financial Synergies, LLC | 3,166 | $229.0K | 0.02% | +177+5.9% | Added |
| Blodgett Wealth Advisors, LLC | 3,163 | $228.8K | 0.21% | +3,163 | New |
| Trinity Financial Advisors LLC | 3,163 | $228.8K | 0.10% | −4,652−59.5% | Reduced |
| Fielder Capital Group LLC | 3,162 | $228.7K | 0.10% | +34+1.1% | Added |
| Concurrent Investment Advisors, LLC | 3,140 | $227.1K | 0.01% | −2,575−45.1% | Reduced |
| Accurate Wealth Management, LLC | 3,089 | $226.8K | 0.07% | −1,255−28.9% | Reduced |
| HHM Wealth Advisors, LLC | 3,133 | $226.6K | 0.04% | +200+6.8% | Added |
| Trust Co of Virginia | 3,112 | $225.1K | 0.02% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,106 | $224.7K | 0.04% | +3,106 | New |
| LJI Wealth Management, LLC | 3,102 | $224.4K | 0.06% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,088 | $223.4K | 0.03% | +55+1.8% | Added |
| Towerpoint Wealth, LLC | 3,082 | $223.0K | 0.11% | −10−0.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,931 | $222.8K | 0.10% | +2,931 | New |
| Red Door Wealth Management, LLC | 3,074 | $222.4K | 0.04% | −676−18.0% | Reduced |
| HTLF Bank | 3,071 | $222.2K | 0.03% | +3,071 | New |
| Holderness Investments Co | 3,060 | $221.4K | 0.05% | +50+1.7% | Added |
| Up Strategic Wealth Investment Advisors LLC | 3,053 | $220.9K | 0.36% | −66−2.1% | Reduced |
| Triumph Capital Management | 3,048 | $220.6K | 0.09% | −451−12.9% | Reduced |
| Buckingham Strategic Partners | 3,046 | $220.4K | 0.01% | +3,046 | New |
| BCJ Capital Management, LLC | 3,046 | $220.3K | 0.02% | −80−2.6% | Reduced |
| First Trust Investment Solutions L.P. | 3,038 | $219.8K | 0.04% | +3,038 | New |
| Garde Capital, Inc. | 3,038 | $219.0K | 0.02% | +1,373+82.5% | Added |
| GTS Securities LLC | 3,024 | $218.8K | 0.01% | −27,094−90.0% | Reduced |
| Wimmer Associates 1, LLC | 3,009 | $217.7K | 0.11% | −357−10.6% | Reduced |
| Sierra Summit Advisors LLC | 3,000 | $217.0K | 0.06% | −300−9.1% | Reduced |
| Villere St Denis J & Co LLC | 3,000 | $217.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,997 | $216.8K | 0.02% | +705+30.8% | Added |
| Brave Asset Management Inc | 2,988 | $216.2K | 0.06% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,983 | $215.8K | 0.00% | +32+1.1% | Added |
| Confluence Wealth Services, Inc. | 2,954 | $213.7K | 0.02% | −315−9.6% | Reduced |
| Eastern Bank | 2,950 | $213.4K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,948 | $213.3K | 0.14% | −1,270−30.1% | Reduced |
| Highline Wealth Partners LLC | 2,946 | $213.1K | 0.09% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 2,942 | $212.9K | 0.20% | 00.0% | Unchanged |