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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 26,386 | $1.91M | 0.08% | −156−0.6% | Reduced |
| Palisade Asset Management, LLC | 26,295 | $1.90M | 0.19% | +210+0.8% | Added |
| Bridgewater Associates, LP | 26,150 | $1.89M | 0.01% | −168,189−86.5% | Reduced |
| Canvas Wealth Advisors, LLC | 26,080 | $1.89M | 0.64% | −4,293−14.1% | Reduced |
| Bleakley Financial Group, LLC | 26,111 | $1.89M | 0.05% | −8,931−25.5% | Reduced |
| HB Wealth Management, LLC | 26,092 | $1.89M | 0.02% | +3,224+14.1% | Added |
| Venture Visionary Partners LLC | 26,084 | $1.89M | 0.09% | +1,103+4.4% | Added |
| Simplicity Wealth,LLC | 26,067 | $1.89M | 0.04% | +26,067 | New |
| Salem Investment Counselors Inc | 26,029 | $1.88M | 0.06% | −475−1.8% | Reduced |
| Panagora Asset Management Inc | 26,010 | $1.88M | 0.01% | −46−0.2% | Reduced |
| Gotham Asset Management, LLC | 26,001 | $1.88M | 0.03% | +586+2.3% | Added |
| Correct Capital Wealth Management | 25,999 | $1.88M | 0.43% | +4,722+22.2% | Added |
| DoubleLine ETF Adviser LP | 25,920 | $1.88M | 0.48% | +983+3.9% | Added |
| Foundations Investment Advisors, LLC | 25,816 | $1.87M | 0.05% | +795+3.2% | Added |
| Bollard Group LLC | 25,500 | $1.84M | 0.06% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 25,467 | $1.84M | 0.83% | −13−0.1% | Reduced |
| Wynn Capital, LLC | 25,373 | $1.84M | 1.42% | −280−1.1% | Reduced |
| WealthShield Partners, LLC | 25,369 | $1.84M | 0.30% | −5,053−16.6% | Reduced |
| EPG Wealth Management LLC | 25,364 | $1.83M | 0.45% | +518+2.1% | Added |
| ISAM Funds (UK) Ltd | 25,355 | $1.83M | 1.05% | +25,355 | New |
| Jump Financial, LLC | 25,295 | $1.83M | 0.05% | +25,295 | New |
| Horizon Investments, LLC | 25,372 | $1.83M | 0.05% | +103+0.4% | Added |
| Cape Investment Advisory, Inc. | 25,242 | $1.83M | 0.85% | +298+1.2% | Added |
| Soapstone Management L.P. | 25,000 | $1.81M | 1.01% | −12,500−33.3% | Reduced |
| Iat Reinsurance Co Ltd. | 25,000 | $1.81M | 0.80% | 00.0% | Unchanged |
| Waycross Partners, LLC | 25,000 | $1.81M | 0.31% | 00.0% | Unchanged |
| Verition Fund Management LLC | 24,952 | $1.81M | 0.02% | +14,922+148.8% | Added |
| Warren Averett Asset Management, LLC | 24,881 | $1.80M | 0.04% | −816−3.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 24,774 | $1.79M | 0.47% | +4,812+24.1% | Added |
| Garrison Bradford & Associates Inc | 24,721 | $1.79M | 1.84% | +53+0.2% | Added |
| Focus Financial Network, Inc. | 24,273 | $1.77M | 0.09% | +24,273 | New |
| 1st Source Bank | 24,460 | $1.77M | 0.10% | +183+0.8% | Added |
| Investment Management Corp of Ontario | 24,352 | $1.76M | 0.05% | −10,800−30.7% | Reduced |
| Signature Wealth Management Group | 23,836 | $1.75M | 0.80% | +2,242+10.4% | Added |
| Carmel Capital Partners, LLC | 24,028 | $1.74M | 0.72% | +382+1.6% | Added |
| Johnson Financial Group, Inc. | 24,025 | $1.74M | 0.09% | −110−0.5% | Reduced |
| Diversified Investment Strategies, LLC | 23,962 | $1.73M | 1.17% | −800−3.2% | Reduced |
| Plato Investment Management Ltd | 23,898 | $1.73M | 0.18% | +21,262+806.6% | Added |
| Advisors Asset Management, Inc. | 23,745 | $1.72M | 0.03% | −5,449−18.7% | Reduced |
| Secured Retirement Advisors, LLC | 23,653 | $1.71M | 1.45% | +2,175+10.1% | Added |
| Avitas Wealth Management LLC | 23,641 | $1.71M | 0.26% | −13,375−36.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 23,590 | $1.71M | 0.02% | −139−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 22,929 | $1.70M | 0.13% | +2,767+13.7% | Added |
| Great Valley Advisor Group, Inc. | 23,405 | $1.69M | 0.05% | +802+3.5% | Added |
| Moors & Cabot, Inc. | 23,402 | $1.69M | 0.09% | +2,137+10.0% | Added |
| Chesley Taft & Associates LLC | 23,273 | $1.68M | 0.09% | −2,060−8.1% | Reduced |
| Regions Financial Corp | 23,231 | $1.68M | 0.01% | −91−0.4% | Reduced |
| First Dallas Securities Inc. | 23,215 | $1.68M | 0.77% | −3,496−13.1% | Reduced |
| Greenline Partners, LLC | 23,196 | $1.68M | 0.27% | +222+1.0% | Added |
| Vident Advisory, LLC | 23,110 | $1.67M | 0.03% | +1,594+7.4% | Added |
| Summit Financial, LLC | 22,984 | $1.66M | 0.10% | −240−1.0% | Reduced |
| Fox Run Management, L.L.C. | 22,978 | $1.66M | 0.36% | +22,978 | New |
| Essex Savings Bank | 23,953 | $1.65M | 0.48% | 00.0% | Unchanged |
| AlTi Global, Inc. | 22,510 | $1.63M | 0.05% | +1,085+5.1% | Added |
| Ascent Wealth Partners, LLC | 23,197 | $1.63M | 0.24% | +3,420+17.3% | Added |
| RBF Capital, LLC | 22,500 | $1.63M | 0.09% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 20,918 | $1.61M | 0.50% | +20,918 | New |
| Pettyjohn, Wood & White, Inc | 22,173 | $1.60M | 0.32% | +805+3.8% | Added |
| Profund Advisors LLC | 22,157 | $1.60M | 0.06% | +673+3.1% | Added |
| Global Retirement Partners, LLC | 22,116 | $1.60M | 0.06% | +1,513+7.3% | Added |
| Finer Wealth Management, Inc. | 22,084 | $1.60M | 1.05% | +7,829+54.9% | Added |
| Texas Yale Capital Corp. | 22,050 | $1.60M | 0.07% | +2,801+14.6% | Added |
| Tiaa Trust, National Association | 21,983 | $1.59M | 0.00% | −52−0.2% | Reduced |
| Second Line Capital, LLC | 21,983 | $1.59M | 0.52% | −22−0.1% | Reduced |
| IFP Advisors, Inc | 21,909 | $1.58M | 0.07% | −6,350−22.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 21,905 | $1.58M | 1.25% | −395−1.8% | Reduced |
| Letko, Brosseau & Associates Inc | 21,846 | $1.58M | 0.03% | 00.0% | Unchanged |
| BlueMar Capital Management, LLC | 21,832 | $1.58M | 2.66% | −340−1.5% | Reduced |
| Copperleaf Capital, LLC | 21,697 | $1.57M | 1.36% | +1,881+9.5% | Added |
| HM Payson & Co | 21,498 | $1.56M | 0.03% | −1,197−5.3% | Reduced |
| Ballentine Partners, LLC | 21,454 | $1.55M | 0.03% | +1,352+6.7% | Added |
| PFG Investments, LLC | 21,425 | $1.55M | 0.09% | +15,792+280.3% | Added |
| Roberts Wealth Advisors, LLC | 21,521 | $1.53M | 0.57% | +1,065+5.2% | Added |
| Aspen Investment Management Inc | 21,176 | $1.53M | 0.78% | +176+0.8% | Added |
| Covey Capital Advisors, LLC | 21,096 | $1.53M | 1.84% | −2,330−9.9% | Reduced |
| Donald L. Hagan, LLC | 21,068 | $1.52M | 0.81% | −267−1.3% | Reduced |
| Hedges Asset Management LLC | 21,000 | $1.52M | 1.06% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 20,965 | $1.52M | 0.12% | −490−2.3% | Reduced |
| Chaney Capital Management, Inc. | 20,923 | $1.51M | 1.22% | +1,500+7.7% | Added |
| Whittier Trust Co of Nevada Inc | 20,866 | $1.51M | 0.04% | +1,217+6.2% | Added |
| Monetta Financial Services Inc | 20,800 | $1.50M | 1.36% | 00.0% | Unchanged |
| Intech Investment Management LLC | 20,799 | $1.50M | 0.02% | −1,876−8.3% | Reduced |
| GM Advisory Group, Inc. | 20,732 | $1.50M | 0.11% | −229−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 20,624 | $1.49M | 0.06% | −51−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 20,511 | $1.48M | 0.08% | −199−1.0% | Reduced |
| V-Square Quantitative Management LLC | 20,510 | $1.48M | 0.25% | 00.0% | Unchanged |
| Old National Bancorp | 20,362 | $1.47M | 0.03% | −1,971−8.8% | Reduced |
| First Citizens Bank & Trust Co | 20,315 | $1.47M | 0.03% | +20,315 | New |
| Secure Asset Management, LLC | 20,186 | $1.46M | 0.34% | +2,319+13.0% | Added |
| Bokf, NA | 20,069 | $1.45M | 0.03% | +5,078+33.9% | Added |
| South Dakota Investment Council | 20,075 | $1.45M | 0.03% | 00.0% | Unchanged |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.45M | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 19,897 | $1.44M | 0.02% | −13−0.1% | Reduced |
| Rothschild Investment LLC | 19,885 | $1.44M | 0.10% | −150−0.7% | Reduced |
| Dana Investment Advisors, Inc. | 19,823 | $1.43M | 0.05% | +1,295+7.0% | Added |
| Jeppson Wealth Management, LLC | 19,737 | $1.43M | 0.55% | −101−0.5% | Reduced |
| Caldwell Trust Co | 19,667 | $1.42M | 0.17% | +4,541+30.0% | Added |
| Armstrong Henry H Associates Inc | 19,591 | $1.42M | 0.14% | 00.0% | Unchanged |
| Bank of Hawaii | 19,549 | $1.41M | 0.07% | −93−0.5% | Reduced |
| Buckhead Capital Management LLC | 19,541 | $1.41M | 0.48% | +1,994+11.4% | Added |