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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 238 | $17.5K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 250 | $18.4K | 0.01% | +28+12.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 256 | $18.9K | 0.00% | +256 | New |
| Abound Wealth Management | 258 | $19.0K | 0.01% | −14−5.1% | Reduced |
| Financial Connections Group, Inc. | 271 | $19.0K | 0.01% | +271 | New |
| Cassady Schiller Wealth Management, LLC | 259 | $19.1K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 261 | $19.2K | 0.01% | +12+4.8% | Added |
| Beacon Capital Management, LLC | 261 | $19.3K | 0.00% | −159−37.9% | Reduced |
| Pathway Financial Advisers, LLC | 267 | $19.6K | 0.01% | +3+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 269 | $19.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 275 | $20.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 277 | $20.4K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 282 | $20.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 283 | $20.9K | 0.01% | +133+88.7% | Added |
| True Wealth Design, LLC | 289 | $21.3K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 290 | $21.4K | 0.01% | +1+0.3% | Added |
| Beaird Harris Wealth Management, LLC | 292 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 294 | $21.6K | 0.00% | −381−56.4% | Reduced |
| Ransom Advisory, Ltd | 300 | $22.1K | 0.01% | +300 | New |
| Valued Wealth Advisors LLC | 317 | $23.3K | 0.02% | +58+22.4% | Added |
| Investors Research Corp | 319 | $23.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 322 | $23.7K | 0.00% | +22+7.3% | Added |
| Bear Mountain Capital, Inc. | 315 | $23.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 326 | $24.0K | 0.01% | −27−7.6% | Reduced |
| Sachetta, LLC | 378 | $24.5K | 0.01% | +115+43.7% | Added |
| Private Wealth Management Group, LLC | 333 | $24.5K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 350 | $25.8K | 0.00% | +350 | New |
| Main Street Group, LTD | 352 | $25.8K | 0.01% | −70−16.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 354 | $26.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 360 | $26.5K | 0.01% | +84+30.4% | Added |
| American Capital Advisory, LLC | 395 | $27.2K | 0.02% | +395 | New |
| Missouri Trust & Investment Co | 378 | $27.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 389 | $28.7K | 0.02% | +192+97.5% | Added |
| JFS Wealth Advisors, LLC | 392 | $28.9K | 0.00% | −7−1.8% | Reduced |
| Cedar Mountain Advisors, LLC | 394 | $29.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 398 | $29.3K | 0.00% | +16+4.2% | Added |
| Mizuho Securities Co. Ltd. | 400 | $29.5K | 0.07% | +400 | New |
| CGC Financial Services, LLC | 400 | $29.5K | 0.01% | +400 | New |
| NCP Inc. | 418 | $30.7K | 0.02% | −61−12.7% | Reduced |
| Rakuten Securities, Inc. | 422 | $31.1K | 0.01% | −2,168−83.7% | Reduced |
| Your Advocates Ltd., LLP | 434 | $31.4K | 0.01% | −9−2.0% | Reduced |
| Tributary Capital Management, LLC | 431 | $31.8K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 435 | $32.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 440 | $32.4K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 447 | $32.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 447 | $32.9K | 0.01% | −633−58.6% | Reduced |
| First PREMIER Bank | 450 | $33.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $36.8K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 502 | $37.0K | 0.00% | −1,423−73.9% | Reduced |
| Hall Laurie J Trustee | 500 | $37.0K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 509 | $37.4K | 0.06% | +3+0.6% | Added |
| PSI Advisors, LLC | 509 | $37.5K | 0.01% | −74−12.7% | Reduced |
| Tyler-Stone Wealth Management | 514 | $37.8K | 0.02% | +2+0.4% | Added |
| Loomis Sayles & Co L P | 541 | $40.0K | 0.00% | +11+2.1% | Added |
| Versant Capital Management, Inc | 555 | $40.9K | 0.01% | +417+302.2% | Added |
| Davis Capital Management | 558 | $41.0K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 556 | $41.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 561 | $41.2K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 565 | $41.6K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 571 | $42.1K | 0.02% | 00.0% | Unchanged |
| WD Rutherford LLC | 580 | $42.7K | 0.02% | −345−37.3% | Reduced |
| Gould Capital, LLC | 600 | $44.2K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 610 | $45.0K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 615 | $45.3K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 620 | $45.7K | 0.01% | +43+7.5% | Added |
| Arrow Financial Corp | 625 | $46.1K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 635 | $46.8K | 0.04% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 650 | $47.9K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 700 | $51.6K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 722 | $53.2K | 0.02% | +722 | New |
| Salomon & Ludwin, LLC | 747 | $55.0K | 0.01% | −31−4.0% | Reduced |
| Byrne Asset Management LLC | 752 | $55.3K | 0.04% | −75−9.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 765 | $55.3K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 764 | $56.3K | 0.02% | +34+4.7% | Added |
| Painted Porch Advisors LLC | 775 | $57.1K | 0.03% | +775 | New |
| Zions Bancorporation, N.A. | 793 | $58.4K | 0.00% | −190−19.3% | Reduced |
| Criterion Capital Advisors, LLC | 798 | $58.8K | 0.04% | −1−0.1% | Reduced |
| Crewe Advisors LLC | 813 | $59.9K | 0.01% | +534+191.4% | Added |
| Rise Advisors, LLC | 817 | $60.2K | 0.03% | −8−1.0% | Reduced |
| IAG Wealth Partners, LLC | 843 | $62.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 877 | $64.7K | 0.01% | +391+80.5% | Added |
| Hantz Financial Services, Inc. | 876 | $65.0K | 0.00% | +89+11.3% | Added |
| Family Firm, Inc. | 887 | $65.4K | 0.01% | +887 | New |
| Covestor Ltd | 905 | $66.0K | 0.04% | +48+5.6% | Added |
| AdvisorNet Financial, Inc | 903 | $66.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 910 | $67.1K | 0.05% | +188+26.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 926 | $68.2K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 940 | $69.3K | 0.02% | −22−2.3% | Reduced |
| Concord Wealth Partners | 967 | $71.3K | 0.01% | −1,916−66.5% | Reduced |
| 1620 Investment Advisors, Inc. | 1,056 | $77.8K | 0.06% | +1,056 | New |
| Indiana Trust & Investment Management CO | 1,075 | $79.2K | 0.03% | +8+0.7% | Added |
| Spotlight Asset Group, Inc. | 1,081 | $79.7K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,100 | $81.1K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,110 | $82.3K | 0.04% | +45+4.2% | Added |
| Fairfield Financial Advisors, LTD | 1,173 | $86.4K | 0.03% | +1,173 | New |
| Capital Advisors, Ltd. LLC | 1,185 | $87.0K | 0.01% | +420+54.9% | Added |
| Toth Financial Advisory Corp | 1,232 | $90.8K | 0.01% | +131+11.9% | Added |
| DT Investment Partners, LLC | 1,246 | $91.8K | 0.01% | +33+2.7% | Added |
| Wesleyan Assurance Society | 1,250 | $92.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,255 | $92.5K | 0.03% | −121−8.8% | Reduced |