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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.

Other share classesSCHW.PDSCHW.PJ

Q2 2024 vs. Q1 2024

How the institutions holding Schwab Charles Corp changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of SCHW: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1,879261,899+46
Shares1.50B3.24M1.50B+6.37M (+0.4%)
Value$108.2B$234.2M$110.4B+$2.50B (+2.3%)

26 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (157)

Institutions that held Schwab Charles Corp at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 157 by value.

Institutions new to SCHW in Q2 2024
InstitutionSharesValue% of portfolio
Alyeska Investment Group, L.P.2,710,059$199.7M1.16%
Prana Capital Management, LP868,608$64.0M3.04%
Arrowstreet Capital, Limited Partnership544,196$40.1M0.04%
Corebridge Financial, Inc.410,827$30.3M0.17%
Adams Diversified Equity Fund, Inc.310,700$22.9M0.78%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)249,660$18.4M0.21%
Sanctuary Advisors, LLC230,946$17.3M0.13%
Mirae Asset Global ETFs Holdings Ltd.198,883$14.7M0.03%
Cumberland Partners Ltd156,898$11.6M0.84%
Ashburton (Jersey) Ltd146,234$10.7M4.53%
Point72 Asset Management, L.P.127,024$9.36M0.03%
Mizuho Securities USA LLC115,114$8.48M0.19%
Cinctive Capital Management LP102,180$7.53M0.40%
NWK Group, Inc.74,516$5.49M2.31%
Parkwood LLC74,520$5.49M0.69%
Patton Fund Management, Inc.67,379$4.97M1.05%
Nomura Holdings Inc60,698$4.47M0.03%
Omers Administration Corp52,253$3.85M0.04%
Pinebridge Investments, L.P.51,381$3.79M0.03%
Daymark Wealth Partners, LLC50,953$3.75M0.17%
Fiduciary Financial Group, LLC54,823$3.70M0.89%
GPM Growth Investors, Inc.45,946$3.39M1.44%
XTX Topco Ltd40,713$3.00M0.26%
Marvin & Palmer Associates Inc40,210$2.96M3.03%
Two Sigma Securities, LLC39,614$2.92M0.14%
Drucker Wealth 3.0, LLC39,375$2.90M0.77%
Martingale Asset Management L P39,203$2.89M0.06%
Fundamentun, LLC36,317$2.68M0.22%
Maia Wealth LLC34,124$2.56M0.77%
Kinneret Advisory, LLC33,930$2.50M0.24%
Commonwealth Retirement Investments LLC25,233$1.86M0.85%
Ofi Invest Asset Management27,025$1.86M0.05%
SageView Advisory Group, LLC24,747$1.82M0.08%
Mattson Financial Services, LLC24,108$1.78M0.63%
Seven Eight Capital, LP23,829$1.76M0.18%
Camarda Financial Advisors, LLC23,430$1.73M0.68%
L & S Advisors Inc22,472$1.66M0.19%
Diversify Wealth Management, LLC26,451$1.65M0.20%
Bridges Investment Management Inc22,055$1.63M0.02%
Iowa State Bank20,647$1.52M0.34%
Golden State Equity Partners18,670$1.38M0.29%
Twin Tree Management, LP18,357$1.35M0.04%
Black Swift Group, LLC16,500$1.22M0.28%
Point72 (DIFC) Ltd15,813$1.17M0.10%
Fifth Third Wealth Advisors LLC15,673$1.15M0.09%
Chicago Capital, LLC14,557$1.07M0.03%
Point72 Asia (Singapore) Pte. Ltd.14,503$1.07M0.22%
Wolf Group Capital Advisors13,886$1.02M0.40%
Brown Financial Advisors13,441$990.5K0.44%
Engineers Gate Manager LP13,182$971.4K0.02%
Eagle Strategies LLC12,791$942.6K0.18%
Thoroughbred Financial Services, LLC10,965$808.0K0.05%
Fullcircle Wealth LLC12,573$805.6K0.39%
Eschler Asset Management LLP10,345$762.3K0.60%
Colton Groome Financial Advisors, LLC10,312$759.9K0.30%
Ulysses Management LLC10,000$736.9K0.18%
Retirement Planning Group9,414$693.7K0.04%
One Capital Management, LLC9,053$667.1K0.02%
Eisler Capital (US) LLC9,000$663.2K0.13%
Machina Capital S.A.S.8,078$595.3K0.27%
Custom Index Systems, LLC8,049$593.1K0.34%
David R. Rahn & Associates Inc.7,850$578.5K0.18%
Centiva Capital, LP7,824$576.6K0.03%
Legacy Capital Wealth Partners, LLC7,704$567.7K0.14%
Versor Investments LP6,945$511.8K0.09%
Sax Wealth Advisors, LLC6,831$503.4K0.05%
Platform Technology Partners6,827$503.1K0.17%
Heritage Wealth Management, Inc.6,817$499.0K0.17%
Weaver Capital Management LLC6,771$499.0K0.16%
Empirical Asset Management, LLC6,519$480.4K0.18%
Strategic Financial Concepts, LLC30,278$466.0K0.00%
Arete Wealth Advisors, LLC6,298$464.0K0.04%
Signature Estate & Investment Advisors LLC6,251$460.6K0.01%
Strategic Financial Services, Inc,6,184$455.7K0.03%
Alera Investment Advisors, LLC6,061$446.6K0.05%
LGT Fund Management Co Ltd.5,926$436.7K0.05%
SS&H Financial Advisors, Inc.5,899$435.0K0.17%
Alpine Global Management, LLC5,809$428.1K0.07%
Hobbs Group Advisors, LLC5,721$421.6K0.16%
Catalyst Funds Management Pty Ltd5,400$397.9K0.11%
Twin Capital Management Inc5,301$390.6K0.05%
Paradigm Financial Partners, LLC5,175$381.3K0.06%
Boothbay Fund Management, LLC5,170$381.0K0.01%
BBR Partners, LLC5,000$368.4K0.03%
Avidian Wealth Solutions, LLC4,904$361.4K0.02%
Cromwell Holdings LLC4,739$349.2K0.21%
Aviso Financial Inc.4,479$330.0K0.02%
Catalyst Private Wealth, LLC4,468$329.2K0.17%
Fiduciary Alliance LLC4,302$319.0K0.05%
Exchange Capital Management, Inc.4,243$312.7K0.05%
New Wave Wealth Advisors LLC4,210$310.2K0.17%
Dark Forest Capital Management LP4,113$303.1K0.06%
Journey Strategic Wealth LLC3,903$287.6K0.01%
Oak Thistle LLC3,900$287.4K0.21%
Kovack Advisors, Inc.3,889$286.6K0.03%
Sara-Bay Financial3,854$284.0K0.12%
CMT Capital Markets Trading GmbH3,756$277.0K0.08%
Cable Hill Partners, LLC3,723$274.4K0.03%
Hibernia Wealth Partners, LLC3,717$273.9K0.10%
Curated Wealth Partners LLC3,647$268.7K0.04%

Sold out (111)

Institutions that held Schwab Charles Corp at the end of Q1 2024 and filed for Q2 2024 without it.

Showing the largest 100 of 111 by value.

Institutions that sold out of SCHW in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Maverick Capital LtdSuperinvestorMaverick Capital1,273,057$92.1M
PointState Capital LP913,556$66.1M
American International Group, Inc.419,449$30.3M
Wafra Inc.358,483$25.9M
Texas Permanent School Fund343,437$24.8M
Quantitative Investment Management, LLC154,865$11.2M
Mill Capital Management, LLC151,231$10.9M
Coalescence Partners Investment Management, LP132,721$9.60M
RedJay Asset Management Inc.115,000$8.32M
Point72 Europe (London) LLP84,600$6.12M
Teza Capital Management LLC81,183$5.87M
Lighthouse Investment Partners, LLC74,522$5.39M
ExodusPoint Capital Management, LP62,401$4.51M
Metropolitan Life Insurance Co60,024$4.34M
Hohimer Wealth Management, LLC48,482$3.51M
Coombe, Bender & Co LLC44,847$3.24M
Radnor Capital Management, LLC42,000$3.04M
Quantbot Technologies LP32,493$2.35M
Money Concepts Capital Corp32,193$2.33M
Dynamic Technology Lab Private Ltd31,697$2.29M
Concentric Capital Strategies, LP30,733$2.22M
Landscape Capital Management, L.L.C.29,028$2.10M
Prelude Capital Management, LLC28,899$2.09M
Baader Bank INC27,712$2.00M
Bridgewater Associates, LP26,150$1.89M
Tealwood Asset Management Inc25,467$1.84M
ISAM Funds (UK) Ltd25,355$1.83M
Second Line Capital, LLC21,983$1.59M
Lincoln National Corp19,323$1.40M
Ally Financial Inc.15,000$1.09M
Caption Management, LLC15,000$1.09M
Portfolio Strategies, Inc.13,145$950.9K
Worm Capital, LLC12,022$869.7K
Cim Investment Mangement Inc11,992$867.5K
Wilsey Asset Management Inc11,592$838.5K
Jupiter Wealth Management LLC10,000$764.0K
Baillie Gifford & Co9,074$656.4K
Eisler Capital (UK) Ltd.8,392$607.1K
Emerald Advisers, LLC8,176$591.5K
InTrack Investment Management Inc8,118$587.3K
Natixis7,236$523.5K
Stamos Capital Partners, L.P.7,040$509.3K
Cornerstone Advisory, LLC6,974$504.5K
Qsemble Capital Management, LP6,876$497.4K
Cedar Brook Financial Partners, LLC6,511$471.0K
CoreCap Advisors, LLC6,205$448.9K
Financial Advisory Service, Inc.5,972$432.0K
Evoke Wealth, LLC5,881$425.4K
Relative Value Partners Group, LLC6,522$410.4K
Campbell & CO Investment Adviser LLC5,566$402.6K
Traphagen Investment Advisors LLC4,887$353.5K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,836$349.8K
Hall Capital Management Co Inc4,815$348.3K
Waters Parkerson & Co., LLC4,793$347.0K
Kaizen Financial Strategies4,741$342.9K
Aigen Investment Management, LP4,719$341.4K
Gries Financial LLC4,586$331.8K
Mizuho Markets Cayman LP4,818$331.5K
Delap Wealth Advisory, LLC4,498$325.4K
Envoi LLC4,325$312.9K
Triangle Securities Wealth Management4,050$293.0K
Per Stirling Capital Management, LLC.3,982$288.1K
Ycg, LLC3,835$277.2K
Sherbrooke Park Advisers LLC3,795$274.5K
Narus Financial Partners, LLC3,774$273.0K
Retirement Planning Co of New England, Inc.3,732$269.9K
Landaas & Co3,621$262.0K
Balentine LLC3,515$254.3K
Cottonwood Capital Advisors, LLC3,283$233.8K
Asahi Life Asset Management Co., Ltd.3,230$233.7K
Capula Management Ltd3,189$230.7K
Trinity Financial Advisors LLC3,163$228.8K
Towerpoint Wealth, LLC3,082$223.0K
Triumph Capital Management3,048$220.6K
Buckingham Strategic Partners3,046$220.4K
BCJ Capital Management, LLC3,046$220.3K
Wedge Capital Management L L P2,983$215.8K
Eastern Bank2,950$213.4K
Fermata Advisors, LLC2,941$212.7K
Acas, LLC2,900$209.8K
Crestone Asset Management LLC2,868$207.5K
Aprio Wealth Management, LLC2,846$205.9K
Aspire Capital Advisors LLC2,844$205.8K
New Potomac Partners, LLC2,844$205.7K
Prospect Financial Services LLC2,820$204.0K
Gratus Wealth Advisors, LLC2,761$201.4K
Emerald Mutual Fund Advisers Trust2,337$169.1K
Quest Partners LLC2,110$152.6K
Marathon Trading Investment Management LLC1,723$124.6K
Formidable Asset Management, LLC1,526$110.4K
Truvestments Capital LLC1,359$98.3K
Mine & Arao Wealth Creation & Management, LLC.1,183$85.6K
New Covenant Trust Company, N.A.1,077$77.9K
Future Financial Wealth Managment LLC1,000$72.3K
Mma Asset Management LLC1,000$72.3K
Fernwood Investment Management, LLC523$37.8K
WFA Asset Management Corp458$33.1K
Financial Synergies Wealth Advisors, Inc.292$21.1K
Provenance Wealth Advisors, LLC237$17.1K
CarsonAllaria Wealth Management, Ltd.211$15.3K

Not filed for Q2 2024 yet (26)

Institutions that held Schwab Charles Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG2,438,515$176.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund229,860$16.6M
Wilbanks Smith & Thomas Asset Management LLC182,363$13.2M
Degroof Petercam Asset Management118,200$8.55M
Caliber Wealth Management, LLC41,818$3.03M
InterOcean Capital Group, LLC39,267$2.84M
CWA Asset Management Group, LLC38,848$2.81M
Shell Asset Management Co26,284$1.94M
Watts Gwilliam & Co., LLC20,918$1.61M
Panoramic Investment Advisors, LLC13,593$983.3K
Steward Partners Investment Solutions, LLC9,203$665.7K
Derbend Asset Management8,651$625.8K
Credential Qtrade Securities Inc.7,778$562.7K
Cipher Capital LP7,511$543.3K
Grey Street Capital, LLC7,180$519.4K
Connectus Wealth, LLC7,034$508.9K
Atlas Private Wealth Management6,625$479.2K
Centurion Wealth Management LLC6,171$446.4K
Tactive Advisors, LLC5,951$430.5K
Keating Wealth Management LLC5,370$388.5K
Coulter & Justus Financial Services, LLC4,753$343.8K
Reitz Capital Advisors LLC4,461$306.9K
Pflug Koory, LLC1,954$141.4K
Cutler Group LP1,510$109.0K
Retirement Group, LLC1,308$94.6K
Highlander Capital Management, LLC136$9.84K