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 |
|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | 1,300 | $95.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,310 | $96.5K | 0.04% | −20−1.5% | Reduced |
| Washington Trust Co | 1,323 | $97.5K | 0.00% | +174+15.1% | Added |
| Atticus Wealth Management, LLC | 1,341 | $98.8K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 1,392 | $102.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,417 | $104.4K | 0.03% | −118−7.7% | Reduced |
| Liberty Wealth Management LLC | 69,427 | $110.0K | 0.02% | +69,427 | New |
| Trust Co of Vermont | 1,506 | $111.0K | 0.01% | +69+4.8% | Added |
| State of Wyoming | 1,516 | $111.7K | 0.02% | +58+4.0% | Added |
| WR Wealth Planners, LLC | 1,521 | $112.1K | 0.03% | +76+5.3% | Added |
| Optimum Investment Advisors | 1,527 | $112.5K | 0.05% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,533 | $113.0K | 0.10% | −486−24.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,552 | $114.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,559 | $114.9K | 0.07% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,559 | $114.9K | 0.01% | +105+7.2% | Added |
| Barrett & Company, Inc. | 1,588 | $117.0K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,590 | $117.2K | 0.01% | −49−3.0% | Reduced |
| Heritage Wealth Advisors | 1,595 | $117.5K | 0.01% | −329−17.1% | Reduced |
| WFA of San Diego, LLC | 1,602 | $118.1K | 0.11% | +1,602 | New |
| Horizon Bancorp Inc | 1,626 | $120.0K | 0.06% | +190+13.2% | Added |
| Manchester Capital Management LLC | 1,629 | $120.0K | 0.01% | +246+17.8% | Added |
| Vestor Capital, LLC | 1,654 | $122.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,670 | $123.1K | 0.05% | +1,122+204.7% | Added |
| City State Bank | 1,710 | $126.0K | 0.05% | −500−22.6% | Reduced |
| Pinnacle Financial Partners Inc | 1,795 | $129.8K | 0.00% | −92,185−98.1% | Reduced |
| Acropolis Investment Management, LLC | 1,783 | $131.4K | 0.01% | −134−7.0% | Reduced |
| Mendota Financial Group, LLC | 1,791 | $132.0K | 0.07% | −871−32.7% | Reduced |
| Garde Capital, Inc. | 1,788 | $132.0K | 0.01% | −1,250−41.1% | Reduced |
| Hartford Financial Management Inc. | 1,800 | $132.6K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,811 | $133.5K | 0.00% | −5−0.3% | Reduced |
| Larson Financial Group LLC | 1,824 | $134.4K | 0.01% | −779−29.9% | Reduced |
| Rowland & Co Investment Counsel | 1,835 | $135.2K | 0.03% | −550−23.1% | Reduced |
| Disciplina Capital Management LLC | 1,843 | $135.8K | 0.02% | 00.0% | Unchanged |
| SWS Partners | 1,883 | $138.8K | 0.04% | +1,883 | New |
| ORG Partners LLC | 1,891 | $139.0K | 0.02% | +1,877+13,407.1% | Added |
| Coppell Advisory Solutions LLC | 1,890 | $139.3K | 0.02% | +1,890 | New |
| Estabrook Capital Management | 1,895 | $139.6K | 0.02% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,987 | $146.4K | 0.11% | +1,987 | New |
| Hollencrest Capital Management | 2,058 | $151.7K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 2,066 | $152.2K | 0.03% | +2,066 | New |
| LRI Investments, LLC | 2,068 | $152.4K | 0.02% | +1,882+1,011.8% | Added |
| Hilltop National Bank | 2,097 | $154.5K | 0.05% | +242+13.0% | Added |
| JJJ Advisors Inc. | 2,237 | $164.8K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,250 | $165.8K | 0.03% | +14+0.6% | Added |
| Grove Bank & Trust | 2,272 | $167.4K | 0.03% | −40−1.7% | Reduced |
| Point72 Hong Kong Ltd | 2,282 | $168.1K | 0.01% | +2,282 | New |
| JTC Employer Solutions Trusteee Ltd | 2,350 | $173.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,378 | $175.2K | 0.01% | +1,034+76.9% | Added |
| Asset Dedication, LLC | 2,383 | $175.6K | 0.01% | +5+0.2% | Added |
| Creative Financial Designs Inc | 2,451 | $180.6K | 0.02% | −546−18.2% | Reduced |
| Riverview Trust Co | 2,555 | $188.3K | 0.18% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 2,619 | $189.5K | 0.09% | +2,619 | New |
| Harbor Investment Advisory, LLC | 8,742 | $191.2K | 0.02% | +58+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,636 | $194.2K | 0.02% | −700−21.0% | Reduced |
| Deseret Mutual Benefit Administrators | 2,638 | $194.4K | 0.09% | +812+44.5% | Added |
| Biltmore Family Office, LLC | 2,746 | $202.4K | 0.04% | +2,746 | New |
| Bruce G. Allen Investments, LLC | 2,766 | $203.8K | 0.17% | +90+3.4% | Added |
| Ethos Financial Group, LLC | 2,765 | $204.0K | 0.04% | −1,717−38.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 2,796 | $206.3K | 0.09% | −54−1.9% | Reduced |
| Bernardo Wealth Planning LLC | 2,801 | $206.4K | 0.06% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,802 | $206.5K | 0.08% | +2,802 | New |
| Vise Technologies, Inc. | 2,803 | $206.6K | 0.04% | +30+1.1% | Added |
| Wimmer Associates 1, LLC | 2,804 | $206.6K | 0.11% | −205−6.8% | Reduced |
| Angeles Wealth Management, LLC | 2,814 | $207.4K | 0.02% | −80−2.8% | Reduced |
| Collective Family Office LLC | 2,826 | $208.2K | 0.06% | −1,243−30.5% | Reduced |
| Kathmere Capital Management, LLC | 2,842 | $209.4K | 0.02% | +2,842 | New |
| Rocky Mountain Advisers, LLC | 2,855 | $210.4K | 0.07% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,869 | $211.4K | 0.09% | −62−2.1% | Reduced |
| Quent Capital, LLC | 2,873 | $211.7K | 0.02% | +112+4.1% | Added |
| Castleview Partners, LLC | 2,881 | $212.3K | 0.12% | −758−20.8% | Reduced |
| Silvia McColl Wealth Management, LLC | 2,887 | $212.7K | 0.18% | +10.0% | Added |
| HHM Wealth Advisors, LLC | 2,895 | $213.3K | 0.03% | −238−7.6% | Reduced |
| Everpar Advisors LLC | 2,897 | $213.5K | 0.11% | +2,897 | New |
| Paragon Private Wealth Management, LLC | 2,897 | $213.5K | 0.12% | +2,897 | New |
| Bluesphere Advisors, LLC | 2,900 | $213.7K | 0.11% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,902 | $213.8K | 0.04% | −301−9.4% | Reduced |
| Tritonpoint Wealth, LLC | 2,908 | $214.3K | 0.02% | +2,908 | New |
| Three Bridge Wealth Advisors, LLC | 2,919 | $215.1K | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,936 | $216.0K | 0.02% | −3,820−56.5% | Reduced |
| Steele Capital Management, Inc. | 2,939 | $216.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,941 | $216.7K | 0.06% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,951 | $217.5K | 0.08% | +5+0.2% | Added |
| Confluence Wealth Services, Inc. | 2,982 | $219.8K | 0.02% | +28+0.9% | Added |
| Brave Asset Management Inc | 2,988 | $220.2K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 2,991 | $220.4K | 0.01% | −16,550−84.7% | Reduced |
| Moloney Securities Asset Management, LLC | 2,998 | $220.9K | 0.03% | +2,998 | New |
| Villere St Denis J & Co LLC | 3,000 | $221.1K | 0.02% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 3,000 | $221.1K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,011 | $221.9K | 0.02% | −351−10.4% | Reduced |
| First Trust Investment Solutions L.P. | 3,018 | $222.4K | 0.03% | −20−0.7% | Reduced |
| CAP Partners, LLC | 3,022 | $222.7K | 0.18% | +174+6.1% | Added |
| New Republic Capital, LLC | 3,024 | $222.9K | 0.11% | +76+2.6% | Added |
| Chicago Trust Co NA | 3,033 | $223.5K | 0.05% | +3,033 | New |
| Linden Thomas Advisory Services, LLC | 3,045 | $224.4K | 0.03% | +108+3.7% | Added |
| New Century Financial Group, LLC | 3,048 | $224.6K | 0.10% | +3,048 | New |
| Holderness Investments Co | 3,060 | $225.5K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,074 | $226.5K | 0.04% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,082 | $227.1K | 0.02% | −30−1.0% | Reduced |
| TRUE Private Wealth Advisors | 3,084 | $227.3K | 0.03% | −4−0.1% | Reduced |
| LJI Wealth Management, LLC | 3,102 | $228.6K | 0.05% | 00.0% | Unchanged |