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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

13F holders, Q2 2024

Institutional positions in Schwab Charles Corp as of Jun 30, 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
1,899
+46 vs. Q1 2024
Shares held
1.50B
+6.37M (+0.4%) vs. Q1 2024
Total value
$110.4B
+$2.50B (+2.3%) vs. Q1 2024
New holders
157
694 more added
Sold out
111
791 more reduced

26 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,899 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ2 2024: $110.4B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2024.

Institutions holding SCHW in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Center for Financial Services0$90.00%0New
Dogwood Wealth Management LLC0$160.00%0Unchanged
Bangor Savings Bank0$350.00%0New
Laurel Wealth Advisors LLC1$740.00%00.0%Unchanged
Evergreen Private Wealth LLC2$1470.00%−215−99.1%Reduced
Y.D. More Investments Ltd790$1550.00%+790New
HWG Holdings LP7$5160.00%+7New
NVWM, LLC8$5900.00%00.0%Unchanged
Cedar Wealth Management, LLC10$7370.00%00.0%Unchanged
ClariVest Asset Management LLC14$1.03K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC14$1.03K0.00%−260−94.9%Reduced
Bank of New Hampshire15$1.10K0.00%00.0%Unchanged
Global Financial Private Client, LLC16$1.18K0.00%00.0%Unchanged
Robinswood Financial LLC17$1.25K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.18$1.34K0.00%00.0%Unchanged
Kimelman & Baird, LLC19$1.40K0.00%+19New
DecisionPoint Financial, LLC28$1.83K0.00%00.0%Unchanged
WestEnd Advisors, LLC25$1.84K0.00%+19+316.7%Added
Strengthening Families & Communities, LLC24$2.00K0.00%+24New
Strategic Investment Solutions, Inc.33$2.13K0.00%+33New
Camelot Portfolios, LLC30$2.21K0.00%+30New
Wolff Wiese Magana LLC36$2.68K0.00%+26+260.0%Added
Hoey Investments, Inc39$2.87K0.00%−500−92.8%Reduced
HBC Financial Services, PLLC50$3.00K0.00%00.0%Unchanged
Westend Capital Management, LLC45$3.30K0.00%−118−72.4%Reduced
Abich Financial Wealth Management LLC46$3.39K0.00%00.0%Unchanged
Custom Portfolio Group LLC47$3.46K0.00%00.0%Unchanged
Aspect Partners, LLC48$3.54K0.00%−11−18.6%Reduced
Newbridge Financial Services Group, Inc.50$3.69K0.00%−115−69.7%Reduced
MeadowBrook Investment Advisors LLC50$3.69K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC57$3.75K0.00%+57New
Tidemark, LLC51$3.76K0.00%00.0%Unchanged
Clear Point Advisors Inc.51$3.76K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC51$3.76K0.00%+1+2.0%Added
Paladin Advisory Group, LLC52$3.82K0.00%00.0%Unchanged
South State Corp.52$3.83K0.00%+52New
PayPay Securities Corp59$4.35K0.36%−5−7.8%Reduced
Eagle Bay Advisors LLC60$4.42K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.62$4.57K0.00%00.0%Unchanged
First United Bank Trust65$4.79K0.00%00.0%Unchanged
Activest Wealth Management71$5.20K0.00%+1+1.4%Added
Fairway Wealth LLC73$5.38K0.00%+73New
DiNuzzo Private Wealth, Inc.77$5.67K0.00%+13+20.3%Added
Ruedi Wealth Management, Inc.80$5.89K0.00%+80New
Creekmur Asset Management LLC82$6.04K0.00%+17+26.2%Added
Cherry Tree Wealth Management, LLC87$6.43K0.00%00.0%Unchanged
American National Bank90$6.63K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc91$6.71K0.00%−141−60.8%Reduced
RFP Financial Group LLC94$6.93K0.00%−126−57.3%Reduced
Householder Group Estate & Retirement Specialist, LLC102$7.00K0.00%−133−56.6%Reduced
ICA Group Wealth Management, LLC100$7.37K0.00%−30−23.1%Reduced
Miller Wealth Advisors, LLC100$7.37K0.00%00.0%Unchanged
Triad Wealth Partners, LLC103$7.59K0.00%+103New
Robbins Farley LLC108$7.96K0.00%00.0%Unchanged
Avion Wealth120$8.00K0.00%+21+21.2%Added
Horizon Financial Services, LLC113$8.33K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A116$8.55K0.00%00.0%Unchanged
BFSG, LLC118$8.70K0.00%−82−41.0%Reduced
Center for Financial Planning, Inc.118$8.70K0.00%00.0%Unchanged
Icon Advisers Inc120$8.84K0.00%+120New
Hershey Financial Advisers, LLC122$8.99K0.01%+122New
Carmichael Hill & Associates, Inc.123$9.10K0.00%−13−9.6%Reduced
First Pacific Financial125$9.21K0.00%00.0%Unchanged
Stephens Consulting, LLC126$9.29K0.00%+126New
McIlrath & Eck, LLC131$9.65K0.00%00.0%Unchanged
Dunhill Financial, LLC131$9.66K0.01%+2+1.6%Added
Sound Income Strategies, LLC136$10.0K0.00%+13+10.6%Added
New England Capital Financial Advisors LLC141$10.4K0.01%+1+0.7%Added
Sittner & Nelson, LLC142$10.5K0.01%00.0%Unchanged
Creative Capital Management Investments LLC145$10.7K0.01%00.0%Unchanged
Red Tortoise LLC148$10.9K0.01%00.0%Unchanged
Gables Capital Management Inc.149$11.0K0.01%00.0%Unchanged
PrairieView Partners, LLC162$11.0K0.00%00.0%Unchanged
Penserra Capital Management LLC147$11.0K0.00%00.0%Unchanged
Hoese & Co LLP152$11.1K0.01%00.0%Unchanged
Cornerstone Planning Group LLC184$11.5K0.00%+1+0.5%Added
Institutional & Family Asset Management, LLC158$11.6K0.00%−68−30.1%Reduced
Stephenson National Bank & Trust159$11.7K0.00%+12+8.2%Added
Wetzel Investment Advisors, Inc.163$11.8K0.01%00.0%Unchanged
Princeton Global Asset Management LLC161$11.8K0.00%−14−8.0%Reduced
Winch Advisory Services, LLC162$11.9K0.00%00.0%Unchanged
Adirondack Trust Co165$12.2K0.00%−8−4.6%Reduced
CBIZ Investment Advisory Services, LLC171$12.6K0.00%00.0%Unchanged
Global Trust Asset Management, LLC171$12.6K0.01%00.0%Unchanged
EnRich Financial Partners LLC175$12.9K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC178$13.1K0.00%−34−16.0%Reduced
Clear Investment Research, LLC180$13.3K0.02%00.0%Unchanged
Tortoise Investment Management, LLC183$13.5K0.00%00.0%Unchanged
Fairman Group, LLC184$13.6K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC185$13.6K0.00%+11+6.3%Added
First Community Trust NA188$13.9K0.01%00.0%Unchanged
Gleason Group, Inc.191$14.1K0.00%+1+0.5%Added
Silicon Valley Capital Partners196$14.4K0.00%+1+0.5%Added
Halpern Financial, Inc.202$14.9K0.00%00.0%Unchanged
POM Investment Strategies, LLC203$15.0K0.01%+203New
Benjamin Edwards Inc209$15.0K0.00%00.0%Unchanged
Arlington Trust Co LLC211$15.5K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.214$15.8K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC217$16.0K0.00%+155+250.0%Added
Westside Investment Management, Inc.225$16.6K0.00%00.0%Unchanged