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 |
|---|---|---|---|---|---|
| Tobam | 3,107 | $229.0K | 0.04% | −3,432−52.5% | Reduced |
| Plancorp, LLC | 3,108 | $229.0K | 0.01% | +184+6.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,124 | $230.2K | 0.04% | +3,124 | New |
| Magellan Asset Management Ltd | 3,140 | $231.4K | 0.00% | +627+25.0% | Added |
| Hiley Hunt Wealth Management | 3,146 | $231.8K | 0.14% | +3,146 | New |
| Stockman Wealth Management, Inc. | 3,161 | $232.9K | 0.04% | −500−13.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,165 | $233.2K | 0.20% | +2+0.1% | Added |
| Whalerock Point Partners, LLC | 3,166 | $233.3K | 0.06% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,169 | $233.6K | 0.17% | +2+0.1% | Added |
| Raffa Wealth Management, LLC | 3,174 | $233.9K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,169 | $234.0K | 0.03% | −277−8.0% | Reduced |
| Vantage Consulting Group Inc | 3,177 | $234.1K | 0.17% | −361−10.2% | Reduced |
| Fielder Capital Group LLC | 3,179 | $234.2K | 0.09% | +17+0.5% | Added |
| Meritage Group LP | 3,180 | $234.3K | 0.01% | +3,180 | New |
| Sigma Investment Counselors Inc | 3,199 | $235.7K | 0.01% | −1,604−33.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 3,199 | $235.7K | 0.36% | +146+4.8% | Added |
| Bremer Bank National Association | 3,209 | $236.5K | 0.05% | +103+3.3% | Added |
| Perennial Investment Advisors, LLC | 3,212 | $236.7K | 0.03% | −99−3.0% | Reduced |
| BOS Asset Management, LLC | 3,225 | $237.7K | 0.11% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 3,230 | $238.0K | 0.06% | +3,230 | New |
| Savvy Advisors, Inc. | 3,231 | $238.1K | 0.08% | +399+14.1% | Added |
| 1858 Wealth Management, LLC | 3,233 | $238.2K | 0.20% | −321−9.0% | Reduced |
| West Coast Financial LLC | 3,235 | $238.4K | 0.03% | −51−1.6% | Reduced |
| RAM Investment Partners, LLC | 3,246 | $239.2K | 0.07% | −1,694−34.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,255 | $239.9K | 0.02% | +3,255 | New |
| Abbrea Capital, LLC | 3,254 | $240.0K | 0.03% | −2,523−43.7% | Reduced |
| Commerzbank Aktiengesellschaft | 3,244 | $240.0K | 0.01% | +404+14.2% | Added |
| Procyon Private Wealth Partners, LLC | 3,261 | $240.3K | 0.02% | −840−20.5% | Reduced |
| HTLF Bank | 3,262 | $240.4K | 0.03% | +191+6.2% | Added |
| CRA Financial Services, LLC | 3,265 | $240.6K | 0.05% | −338−9.4% | Reduced |
| GYL Financial Synergies, LLC | 3,268 | $240.8K | 0.02% | +102+3.2% | Added |
| Verus Capital Partners, LLC | 3,270 | $241.0K | 0.02% | +12+0.4% | Added |
| SOA Wealth Advisors, LLC. | 3,272 | $241.1K | 0.05% | −305−8.5% | Reduced |
| Clear Creek Financial Management, LLC | 3,278 | $241.6K | 0.03% | −85−2.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,886 | $244.0K | 0.16% | +195+5.3% | Added |
| Accurate Wealth Management, LLC | 3,264 | $245.0K | 0.06% | +175+5.7% | Added |
| Moss Adams Wealth Advisors LLC | 3,328 | $245.2K | 0.03% | +3,328 | New |
| Fiduciary Family Office, LLC | 3,351 | $246.9K | 0.10% | +526+18.6% | Added |
| O'Dell Group, LLC | 3,414 | $247.0K | 0.06% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,352 | $247.0K | 0.10% | +10.0% | Added |
| Seed Wealth Management, Inc. | 3,357 | $247.4K | 0.22% | +415+14.1% | Added |
| Cypress Capital Group | 3,359 | $247.5K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 3,376 | $248.8K | 0.00% | +3,376 | New |
| Catalina Capital Group, LLC | 3,380 | $249.1K | 0.09% | +3,380 | New |
| Centric Wealth Management | 3,743 | $249.3K | 0.07% | +13+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,391 | $249.9K | 0.08% | +3,391 | New |
| Opal Wealth Advisors, LLC | 3,392 | $250.0K | 0.08% | +3,392 | New |
| McDaniel Terry & Co | 3,396 | $250.0K | 0.02% | −162−4.6% | Reduced |
| Freestone Capital Holdings, LLC | 3,395 | $250.2K | 0.01% | −201−5.6% | Reduced |
| Legacy Private Trust Co. | 3,398 | $250.4K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,410 | $251.3K | 0.03% | +23+0.7% | Added |
| Prosperitas Financial LLC | 3,411 | $251.3K | 0.15% | −403−10.6% | Reduced |
| Duff & Phelps Investment Management Co | 3,415 | $251.7K | 0.00% | −13,755−80.1% | Reduced |
| First Affirmative Financial Network | 3,419 | $252.0K | 0.17% | −85−2.4% | Reduced |
| Wayfinding Financial, LLC | 3,446 | $253.0K | 0.14% | +6+0.2% | Added |
| Keystone Wealth Services, LLC | 3,442 | $253.7K | 0.08% | +8+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 3,446 | $253.9K | 0.06% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,087 | $254.5K | 0.01% | −423−9.4% | Reduced |
| Verdence Capital Advisors LLC | 3,454 | $254.5K | 0.02% | −80−2.3% | Reduced |
| MONECO Advisors, LLC | 3,457 | $254.7K | 0.04% | +231+7.2% | Added |
| Sentinus, LLC | 3,458 | $254.8K | 0.08% | −93−2.6% | Reduced |
| LCM Capital Management Inc | 3,465 | $255.3K | 0.16% | 00.0% | Unchanged |
| Forte Capital LLC | 3,478 | $256.3K | 0.03% | +10.0% | Added |
| Calton & Associates, Inc. | 3,489 | $257.1K | 0.13% | −800−18.7% | Reduced |
| Edgewood Management LLC | 3,500 | $257.9K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $257.9K | 0.13% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,502 | $258.1K | 0.04% | −31−0.9% | Reduced |
| Childress Capital Advisors, LLC | 3,527 | $259.9K | 0.07% | −64−1.8% | Reduced |
| Sargent Investment Group, LLC | 3,530 | $260.1K | 0.05% | +3,530 | New |
| Harbour Trust & Investment Management Co | 3,566 | $262.8K | 0.03% | −161−4.3% | Reduced |
| Intrepid Financial Planning Group LLC | 3,567 | $262.9K | 0.11% | 00.0% | Unchanged |
| Birchbrook, Inc. | 3,585 | $264.2K | 0.16% | −1,260−26.0% | Reduced |
| Private Client Services, LLC | 3,590 | $264.6K | 0.17% | −338−8.6% | Reduced |
| Source Financial Advisors LLC | 3,592 | $264.7K | 0.08% | +5+0.1% | Added |
| Capital Management Associates, Inc | 3,599 | $265.2K | 0.16% | +151+4.4% | Added |
| Grandfield & Dodd, LLC | 3,600 | $265.3K | 0.02% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 3,602 | $265.4K | 0.09% | −425−10.6% | Reduced |
| Azimuth Capital Investment Management LLC | 3,619 | $266.7K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,636 | $267.9K | 0.02% | −324−8.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,639 | $268.2K | 0.00% | −839−18.7% | Reduced |
| Curated Wealth Partners LLC | 3,647 | $268.7K | 0.04% | +3,647 | New |
| Cohen Klingenstein LLC | 3,660 | $269.7K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,663 | $269.9K | 0.01% | −4,080−52.7% | Reduced |
| Almanack Investment Partners, LLC. | 3,664 | $270.0K | 0.05% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,665 | $270.1K | 0.04% | +11+0.3% | Added |
| Founders Capital Management | 3,680 | $271.2K | 0.18% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,689 | $271.8K | 0.05% | 00.0% | Unchanged |
| Boston Mountain Money Management Inc | 3,708 | $273.3K | 0.18% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 3,717 | $273.9K | 0.10% | +3,717 | New |
| Cable Hill Partners, LLC | 3,723 | $274.4K | 0.03% | +3,723 | New |
| Semus Wealth Partners LLC | 3,724 | $274.5K | 0.21% | +341+10.1% | Added |
| Legacy Financial Advisors, Inc. | 3,725 | $274.5K | 0.05% | +351+10.4% | Added |
| Thrive Wealth Management, LLC | 3,731 | $275.0K | 0.05% | +110+3.0% | Added |
| First Horizon Advisors, Inc. | 3,738 | $275.5K | 0.01% | −68−1.8% | Reduced |
| Marshall Financial Group LLC | 3,742 | $275.7K | 0.08% | −30−0.8% | Reduced |
| Opus Capital Group, LLC | 3,764 | $277.0K | 0.04% | +12+0.3% | Added |
| CMT Capital Markets Trading GmbH | 3,756 | $277.0K | 0.08% | +3,756 | New |
| Front Row Advisors LLC | 3,811 | $280.8K | 0.10% | +3,601+1,714.8% | Added |
| Oarsman Capital, Inc. | 3,818 | $281.3K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,818 | $281.3K | 0.19% | −1,499−28.2% | Reduced |