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 |
|---|---|---|---|---|---|
| American Institute for Advanced Investment Management, LLP | 3,825 | $281.9K | 0.22% | 00.0% | Unchanged |
| Sara-Bay Financial | 3,854 | $284.0K | 0.12% | +3,854 | New |
| Westshore Wealth, LLC | 3,863 | $284.7K | 0.12% | −28−0.7% | Reduced |
| Sivia Capital Partners, LLC | 3,887 | $286.4K | 0.19% | +398+11.4% | Added |
| Kovack Advisors, Inc. | 3,889 | $286.6K | 0.03% | +3,889 | New |
| Klingenstein Fields & Co LP | 3,890 | $286.7K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 3,890 | $286.7K | 0.31% | +60+1.6% | Added |
| Oak Thistle LLC | 3,900 | $287.4K | 0.21% | +3,900 | New |
| Journey Strategic Wealth LLC | 3,903 | $287.6K | 0.01% | +3,903 | New |
| Cassaday & Co Wealth Management LLC | 3,919 | $288.8K | 0.01% | +217+5.9% | Added |
| J.W. Cole Advisors, Inc. | 3,930 | $289.6K | 0.01% | −1,310−25.0% | Reduced |
| LongView Wealth Management | 3,931 | $289.7K | 0.11% | +7+0.2% | Added |
| Doheny Asset Management | 3,932 | $290.0K | 0.21% | −150−3.7% | Reduced |
| Berger Financial Group, Inc | 3,940 | $290.3K | 0.02% | −673−14.6% | Reduced |
| Capital Asset Advisory Services LLC | 3,896 | $290.4K | 0.02% | +626+19.1% | Added |
| Boyar Asset Management Inc. | 3,950 | $291.1K | 0.20% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,950 | $291.1K | 0.11% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,962 | $292.0K | 0.06% | +3,758+1,842.2% | Added |
| Studio Investment Management LLC | 3,983 | $293.5K | 0.07% | +143+3.7% | Added |
| Sanders Morris Harris LLC | 4,000 | $294.8K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,000 | $294.8K | 0.14% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,015 | $295.9K | 0.04% | +150+3.9% | Added |
| ZWJ Investment Counsel Inc | 4,021 | $296.3K | 0.01% | −3,000−42.7% | Reduced |
| Laffer Tengler Investments | 4,025 | $296.6K | 0.06% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,032 | $297.1K | 0.02% | +198+5.2% | Added |
| SFG Wealth Management, LLC. | 4,050 | $298.4K | 0.17% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,079 | $300.6K | 0.03% | −844−17.1% | Reduced |
| Family Wealth Group, LLC | 4,090 | $301.4K | 0.30% | +41+1.0% | Added |
| Douglass Winthrop Advisors, LLC | 4,106 | $302.6K | 0.01% | −1,264−23.5% | Reduced |
| Waddell & Associates, LLC | 4,107 | $302.7K | 0.04% | +79+2.0% | Added |
| Blueprint Investment Partners LLC | 4,108 | $302.7K | 0.07% | +920+28.9% | Added |
| FWL Investment Management, LLC | 4,111 | $302.9K | 0.15% | +804+24.3% | Added |
| W.H. Cornerstone Investments Inc. | 4,107 | $303.0K | 0.21% | +14+0.3% | Added |
| West Family Investments, Inc. | 4,113 | $303.1K | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,113 | $303.1K | 0.06% | +4,113 | New |
| Souders Financial Advisors | 4,118 | $303.5K | 0.05% | −30−0.7% | Reduced |
| Norway Savings Bank | 4,145 | $305.4K | 0.17% | −50−1.2% | Reduced |
| Verity Asset Management, Inc. | 4,158 | $306.4K | 0.12% | −228−5.2% | Reduced |
| Sweet Financial Partners, LLC | 4,170 | $307.3K | 0.07% | −260−5.9% | Reduced |
| Purus Wealth Management, LLC | 4,176 | $307.7K | 0.14% | +7+0.2% | Added |
| TFG Advisers LLC | 4,210 | $310.2K | 0.12% | +718+20.6% | Added |
| New Wave Wealth Advisors LLC | 4,210 | $310.2K | 0.17% | +4,210 | New |
| Ibex Wealth Advisors | 4,215 | $310.6K | 0.05% | −19,736−82.4% | Reduced |
| Optas, LLC | 4,215 | $310.6K | 0.08% | +208+5.2% | Added |
| Silver Coast Investments LLC | 4,221 | $311.0K | 0.13% | −116−2.7% | Reduced |
| Spears Abacus Advisors LLC | 4,225 | $311.3K | 0.01% | −3,581−45.9% | Reduced |
| Chilton Capital Management LLC | 4,225 | $311.3K | 0.01% | +900+27.1% | Added |
| Oak Harbor Wealth Partners, LLC | 4,234 | $312.0K | 0.10% | +10.0% | Added |
| Exchange Capital Management, Inc. | 4,243 | $312.7K | 0.05% | +4,243 | New |
| Welch Group, LLC | 4,275 | $315.0K | 0.02% | +9+0.2% | Added |
| Western Pacific Wealth Management, LP | 4,285 | $315.8K | 0.24% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,300 | $316.9K | 0.10% | −150−3.4% | Reduced |
| Ledyard National Bank | 4,306 | $317.3K | 0.03% | +6+0.1% | Added |
| Wesbanco Bank Inc | 4,316 | $318.0K | 0.01% | +64+1.5% | Added |
| Benin Management CORP | 4,322 | $318.5K | 0.10% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 4,302 | $319.0K | 0.05% | +4,302 | New |
| Boston Financial Mangement LLC | 4,338 | $319.7K | 0.01% | +24+0.6% | Added |
| Trust Co of Toledo NA | 4,352 | $320.7K | 0.05% | +1,075+32.8% | Added |
| Tompkins Financial Corp | 4,353 | $320.8K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,375 | $322.4K | 0.13% | −6,678−60.4% | Reduced |
| LBMC Investment Advisors, LLC | 4,388 | $323.4K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,408 | $324.8K | 0.16% | −47−1.1% | Reduced |
| Essex LLC | 4,420 | $325.7K | 0.07% | −150−3.3% | Reduced |
| Delta Financial Advisors LLC | 4,423 | $325.9K | 0.13% | +10.0% | Added |
| Welch & Forbes LLC | 4,423 | $326.7K | 0.00% | −1,318−23.0% | Reduced |
| KLCM Advisors, Inc. | 4,458 | $328.5K | 0.04% | −80−1.8% | Reduced |
| Catalyst Private Wealth, LLC | 4,468 | $329.2K | 0.17% | +4,468 | New |
| Keel Point, LLC | 5,277 | $329.8K | 0.03% | −590−10.1% | Reduced |
| Aviso Financial Inc. | 4,479 | $330.0K | 0.02% | +4,479 | New |
| Beaumont Financial Advisors, LLC | 4,479 | $330.1K | 0.03% | +137+3.2% | Added |
| Affinity Capital Advisors, LLC | 4,496 | $331.3K | 0.07% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,503 | $331.8K | 0.05% | −6−0.1% | Reduced |
| CFO4Life Group, LLC | 4,504 | $331.9K | 0.06% | +72+1.6% | Added |
| Lester Murray Antman dba SimplyRich | 4,510 | $332.0K | 0.11% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 4,511 | $332.0K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 4,521 | $333.2K | 0.12% | −96−2.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $333.8K | 0.18% | 00.0% | Unchanged |
| Apexium Financial, LP | 4,541 | $334.6K | 0.02% | +96+2.2% | Added |
| Eqis Capital Management, Inc. | 4,542 | $334.7K | 0.03% | −841−15.6% | Reduced |
| Clearview Wealth Advisors LLC | 4,544 | $334.8K | 0.29% | −208−4.4% | Reduced |
| ZRC Wealth Management, LLC | 4,554 | $335.6K | 0.16% | −2,091−31.5% | Reduced |
| Allstate Corp | 4,557 | $335.8K | 0.03% | +36+0.8% | Added |
| N.E.W. Advisory Services LLC | 4,563 | $336.2K | 0.04% | −245−5.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,566 | $336.5K | 0.03% | −39−0.8% | Reduced |
| Rosenbaum Jay D. | 4,567 | $336.5K | 1.91% | +505+12.4% | Added |
| CKW Financial Group | 4,600 | $338.0K | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,148 | $338.5K | 0.06% | −40−0.8% | Reduced |
| Hyman Charles D | 4,595 | $339.0K | 0.02% | −335−6.8% | Reduced |
| Baron Wealth Management LLC | 4,619 | $340.4K | 0.18% | −2,012−30.3% | Reduced |
| Vista Private Wealth Partners. LLC | 4,631 | $341.3K | 0.14% | +3+0.1% | Added |
| Horan Securities, Inc. | 4,656 | $343.1K | 0.15% | −20.0% | Reduced |
| Icon Wealth Advisors, LLC | 5,292 | $345.0K | 0.03% | −1,189−18.3% | Reduced |
| Proficio Capital Partners LLC | 4,723 | $348.1K | 0.04% | +226+5.0% | Added |
| Gryphon Financial Partners LLC | 4,725 | $348.2K | 0.05% | −160−3.3% | Reduced |
| Client 1st Advisory Group, LLC | 4,731 | $348.6K | 0.15% | +648+15.9% | Added |
| Cromwell Holdings LLC | 4,739 | $349.2K | 0.21% | +4,739 | New |
| Noesis Capital Mangement Corp | 4,753 | $350.2K | 0.08% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 4,771 | $351.6K | 0.04% | −801−14.4% | Reduced |
| Islay Capital Management, LLC | 4,781 | $352.3K | 0.25% | +130+2.8% | Added |
| Old Mission Investment Co LLC | 4,805 | $354.1K | 0.11% | 00.0% | Unchanged |