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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 14,355 | $1.06M | 0.03% | −217−1.5% | Reduced |
| Aaron Wealth Advisors | 14,361 | $1.06M | 0.15% | +935+7.0% | Added |
| Wedmont Private Capital | 14,056 | $1.06M | 0.07% | +926+7.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 14,503 | $1.07M | 0.22% | +14,503 | New |
| Uncommon Cents Investing LLC | 14,556 | $1.07M | 0.34% | −316−2.1% | Reduced |
| Chicago Capital, LLC | 14,557 | $1.07M | 0.03% | +14,557 | New |
| Signet Investment Advisory Group, Inc. | 14,700 | $1.08M | 0.58% | −730−4.7% | Reduced |
| Nicolet Bankshares Inc | 14,788 | $1.09M | 0.27% | −418−2.7% | Reduced |
| Central Trust Co | 14,815 | $1.09M | 0.03% | −12,649−46.1% | Reduced |
| Waldron Private Wealth LLC | 14,849 | $1.09M | 0.05% | −500−3.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,880 | $1.10M | 0.05% | +10,997+283.2% | Added |
| Alberta Investment Management Corp | 14,900 | $1.10M | 0.01% | −19,000−56.0% | Reduced |
| RiverPark Advisors, LLC | 14,923 | $1.10M | 0.91% | −1,618−9.8% | Reduced |
| Elmwood Wealth Management, Inc. | 14,941 | $1.10M | 0.49% | +24+0.2% | Added |
| Neumann Capital Management, LLC | 14,943 | $1.10M | 0.38% | 00.0% | Unchanged |
| Fruth Investment Management | 14,972 | $1.10M | 0.30% | −100−0.7% | Reduced |
| Wedbush Securities Inc | 15,001 | $1.10M | 0.04% | −1,064−6.6% | Reduced |
| Granite Investment Partners, LLC | 15,091 | $1.11M | 0.05% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 15,250 | $1.12M | 0.31% | +12,800+522.4% | Added |
| JNBA Financial Advisors | 15,482 | $1.14M | 0.12% | +137+0.9% | Added |
| NorthCrest Asset Manangement, LLC | 15,519 | $1.14M | 0.04% | +405+2.7% | Added |
| Nilsine Partners, LLC | 15,529 | $1.14M | 0.15% | +101+0.7% | Added |
| Ostrum Asset Management | 15,539 | $1.15M | 0.10% | +54+0.3% | Added |
| Cigna Investments Inc | 15,592 | $1.15M | 0.21% | −106−0.7% | Reduced |
| MBM Wealth Consultants, LLC | 15,445 | $1.15M | 0.39% | −464−2.9% | Reduced |
| Lebenthal Global Advisors, LLC | 15,639 | $1.15M | 0.25% | +1,001+6.8% | Added |
| Consolidated Portfolio Review Corp | 15,651 | $1.15M | 0.27% | +732+4.9% | Added |
| Fifth Third Wealth Advisors LLC | 15,673 | $1.15M | 0.09% | +15,673 | New |
| David Loasby | 15,478 | $1.16M | 0.11% | +1,646+11.9% | Added |
| Ameritas Investment Partners, Inc. | 15,710 | $1.16M | 0.04% | −387−2.4% | Reduced |
| Aviso Wealth Management | 15,719 | $1.16M | 0.69% | −1,230−7.3% | Reduced |
| Waterloo Capital, L.P. | 15,745 | $1.16M | 0.14% | +2,456+18.5% | Added |
| St Germain D J Co Inc | 15,772 | $1.16M | 0.06% | −267−1.7% | Reduced |
| Morningstar Investment Management LLC | 15,783 | $1.16M | 0.12% | −3,127−16.5% | Reduced |
| Point72 (DIFC) Ltd | 15,813 | $1.17M | 0.10% | +15,813 | New |
| JT Stratford LLC | 15,858 | $1.17M | 0.22% | +2,137+15.6% | Added |
| Future Fund LLC | 16,004 | $1.18M | 2.95% | +11,300+240.2% | Added |
| Old National Bancorp | 16,010 | $1.18M | 0.03% | −4,352−21.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,075 | $1.18M | 0.39% | 00.0% | Unchanged |
| Savant Capital, LLC | 16,133 | $1.19M | 0.01% | +4,297+36.3% | Added |
| Verition Fund Management LLC | 16,159 | $1.19M | 0.01% | −8,793−35.2% | Reduced |
| CMG Global Holdings, LLC | 16,179 | $1.19M | 0.79% | +47+0.3% | Added |
| Providence Wealth Advisors, LLC | 16,407 | $1.20M | 0.96% | +491+3.1% | Added |
| Frisch Financial Group, Inc. | 16,358 | $1.21M | 0.37% | −418−2.5% | Reduced |
| AXS Investments LLC | 16,485 | $1.21M | 0.34% | −2,002−10.8% | Reduced |
| Black Swift Group, LLC | 16,500 | $1.22M | 0.28% | +16,500 | New |
| TLWM | 16,669 | $1.23M | 0.26% | +318+1.9% | Added |
| Coastal Investment Advisors, Inc. | 16,669 | $1.23M | 0.24% | +1,004+6.4% | Added |
| Montecito Bank & Trust | 16,730 | $1.23M | 0.25% | −1,008−5.7% | Reduced |
| Embree Financial Group | 16,738 | $1.23M | 0.24% | +21+0.1% | Added |
| SeaCrest Wealth Management, LLC | 16,799 | $1.24M | 0.14% | +944+6.0% | Added |
| Herold Advisors, Inc. | 16,854 | $1.24M | 0.29% | +1,024+6.5% | Added |
| Graham Capital Management, L.P. | 16,897 | $1.25M | 0.04% | −89,427−84.1% | Reduced |
| Ritholtz Wealth Management | 16,921 | $1.25M | 0.04% | +1,592+10.4% | Added |
| Leisure Capital Management | 16,946 | $1.25M | 0.58% | 00.0% | Unchanged |
| Delphi Management Inc | 16,996 | $1.25M | 1.02% | −21−0.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 17,043 | $1.26M | 0.29% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,051 | $1.26M | 0.02% | −1,761−9.4% | Reduced |
| Dynamic Advisor Solutions LLC | 17,099 | $1.26M | 0.04% | −727−4.1% | Reduced |
| Keystone Financial Services | 17,100 | $1.26M | 0.52% | +1,485+9.5% | Added |
| Cullen/Frost Bankers, Inc. | 17,120 | $1.26M | 0.02% | −850−4.7% | Reduced |
| Telos Capital Management, Inc. | 17,344 | $1.28M | 0.14% | −896−4.9% | Reduced |
| Forum Financial Management, LP | 17,448 | $1.29M | 0.02% | +257+1.5% | Added |
| Brown Brothers Harriman & Co | 17,509 | $1.29M | 0.01% | −227−1.3% | Reduced |
| Armstrong Henry H Associates Inc | 17,591 | $1.30M | 0.13% | −2,000−10.2% | Reduced |
| Quadrant Capital Group LLC | 17,686 | $1.30M | 0.10% | +1,072+6.5% | Added |
| Parsons Capital Management Inc | 17,723 | $1.31M | 0.09% | +728+4.3% | Added |
| Birmingham Capital Management Co Inc | 17,725 | $1.31M | 0.51% | −1,200−6.3% | Reduced |
| FineMark National Bank & Trust | 17,775 | $1.31M | 0.05% | −896−4.8% | Reduced |
| BLB&B Advisors, LLC | 17,807 | $1.31M | 0.07% | −93,726−84.0% | Reduced |
| Garner Asset Management Corp | 17,863 | $1.32M | 0.64% | +10.0% | Added |
| Virtu Financial LLC | 17,858 | $1.32M | 0.09% | +13,521+311.8% | Added |
| VisionPoint Advisory Group, LLC | 17,860 | $1.32M | 0.47% | +1,207+7.2% | Added |
| J. L. Bainbridge & Co., Inc. | 17,956 | $1.32M | 0.13% | −1,327−6.9% | Reduced |
| Frank, Rimerman Advisors LLC | 17,990 | $1.33M | 0.09% | +16,232+923.3% | Added |
| EverSource Wealth Advisors, LLC | 20,353 | $1.33M | 0.09% | −2,576−11.2% | Reduced |
| Cidel Asset Management Inc | 18,051 | $1.33M | 0.10% | 00.0% | Unchanged |
| BIP Wealth, LLC | 18,061 | $1.33M | 0.11% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 20,944 | $1.34M | 0.06% | −3,329−13.7% | Reduced |
| Schechter Investment Advisors, LLC | 18,138 | $1.34M | 0.10% | +203+1.1% | Added |
| Tranquility Partners, LLC | 18,174 | $1.34M | 0.52% | −155−0.8% | Reduced |
| GAMMA Investing LLC | 18,205 | $1.34M | 0.18% | +4,521+33.0% | Added |
| Balyasny Asset Management LLC | 18,212 | $1.34M | 0.00% | −375,977−95.4% | Reduced |
| Krilogy Financial LLC | 18,269 | $1.35M | 0.10% | +78+0.4% | Added |
| Riverwater Partners LLC | 18,347 | $1.35M | 1.00% | −521−2.8% | Reduced |
| Twin Tree Management, LP | 18,357 | $1.35M | 0.04% | +18,357 | New |
| BayBridge Capital Group, LLC | 18,402 | $1.36M | 1.06% | +254+1.4% | Added |
| Trust Asset Management LLC | 18,455 | $1.36M | 0.11% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 18,489 | $1.36M | 0.11% | +1,153+6.7% | Added |
| Qtron Investments LLC | 18,492 | $1.36M | 0.20% | +9,728+111.0% | Added |
| Dana Investment Advisors, Inc. | 18,547 | $1.37M | 0.05% | −1,276−6.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 18,595 | $1.37M | 0.62% | +7,206+63.3% | Added |
| Coldstream Capital Management Inc | 18,624 | $1.37M | 0.03% | +1,352+7.8% | Added |
| Wealth Alliance | 18,650 | $1.37M | 0.18% | −889−4.5% | Reduced |
| Golden State Equity Partners | 18,670 | $1.38M | 0.29% | +18,670 | New |
| Inspire Advisors, LLC | 18,678 | $1.38M | 0.18% | +31+0.2% | Added |
| BlueMar Capital Management, LLC | 18,773 | $1.38M | 2.88% | −3,059−14.0% | Reduced |
| Secure Asset Management, LLC | 18,950 | $1.40M | 0.26% | −1,236−6.1% | Reduced |
| Bank of Hawaii | 18,967 | $1.40M | 0.06% | −582−3.0% | Reduced |
| South Dakota Investment Council | 19,056 | $1.40M | 0.03% | −1,019−5.1% | Reduced |