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 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 4,858 | $358.0K | 0.01% | −25−0.5% | Reduced |
| Modern Wealth Management, LLC | 4,873 | $359.1K | 0.03% | +157+3.3% | Added |
| Nova R Wealth, Inc. | 4,900 | $361.1K | 0.19% | +106+2.2% | Added |
| Avidian Wealth Solutions, LLC | 4,904 | $361.4K | 0.02% | +4,904 | New |
| Quotient Wealth Partners, LLC | 4,940 | $364.0K | 0.01% | +756+18.1% | Added |
| Enzi Wealth | 5,000 | $366.0K | 0.16% | −193−3.7% | Reduced |
| First Business Financial Services, Inc. | 4,976 | $366.7K | 0.04% | +935+23.1% | Added |
| Transcend Wealth Collective, LLC | 4,981 | $367.1K | 0.03% | +725+17.0% | Added |
| Viewpoint Capital Management LLC | 5,000 | $368.4K | 0.23% | 00.0% | Unchanged |
| BBR Partners, LLC | 5,000 | $368.4K | 0.03% | +5,000 | New |
| Coordinated Financial Services, Inc. | 5,008 | $369.1K | 0.32% | −95−1.9% | Reduced |
| Brighton Jones LLC | 5,039 | $371.3K | 0.01% | −745−12.9% | Reduced |
| Proequities, Inc. | 5,051 | $372.2K | 0.02% | −784−13.4% | Reduced |
| Oxinas Partners Wealth Management LLC | 5,052 | $372.3K | 0.25% | −96−1.9% | Reduced |
| Sky Investment Group LLC | 5,085 | $374.7K | 0.07% | +500+10.9% | Added |
| Catalytic Wealth RIA, LLC | 5,096 | $375.5K | 0.07% | −19−0.4% | Reduced |
| Lodestar Private Asset Management LLC | 5,098 | $375.7K | 0.05% | −264−4.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,111 | $376.6K | 0.02% | +139+2.8% | Added |
| Smithfield Trust Co | 5,143 | $378.0K | 0.02% | −67−1.3% | Reduced |
| River Wealth Advisors LLC | 5,139 | $378.7K | 0.05% | +580+12.7% | Added |
| Coastwise Capital Group, LLC | 5,143 | $379.0K | 0.36% | −1,196−18.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 5,153 | $379.7K | 0.13% | 00.0% | Unchanged |
| James Investment Research Inc | 5,154 | $379.8K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,158 | $380.1K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,170 | $381.0K | 0.01% | +5,170 | New |
| Claro Advisors LLC | 5,173 | $381.2K | 0.06% | −172−3.2% | Reduced |
| Paradigm Financial Partners, LLC | 5,175 | $381.3K | 0.06% | +5,175 | New |
| Alliance Wealth Advisors, LLC | 5,216 | $384.4K | 0.24% | −507−8.9% | Reduced |
| Jones Financial Companies LLLP | 5,216 | $384.4K | 0.00% | +4,385+527.7% | Added |
| Peoples Bank | 5,235 | $385.8K | 0.30% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 5,258 | $387.5K | 0.10% | +649+14.1% | Added |
| Sweeney & Michel, LLC | 5,199 | $387.5K | 0.17% | +508+10.8% | Added |
| Hexagon Capital Partners LLC | 5,274 | $388.6K | 0.08% | +14+0.3% | Added |
| Sonora Investment Management Group, LLC | 5,376 | $388.9K | 0.03% | 00.0% | Unchanged |
| LM Advisors LLC | 5,280 | $389.0K | 0.00% | +1,000+23.4% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $390.6K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,300 | $390.6K | 0.06% | +317+6.4% | Added |
| Twin Capital Management Inc | 5,301 | $390.6K | 0.05% | +5,301 | New |
| Rosenberg Matthew Hamilton | 5,332 | $391.5K | 0.12% | −96−1.8% | Reduced |
| CNB Bank | 5,333 | $393.0K | 0.19% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 5,337 | $393.3K | 0.17% | +475+9.8% | Added |
| Northwest & Ethical Investments L.P. | 5,350 | $394.2K | 0.01% | +1,600+42.7% | Added |
| Fidelis Capital Partners, LLC | 6,343 | $394.7K | 0.06% | −547−7.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,368 | $395.6K | 0.07% | +275+5.4% | Added |
| Catalyst Funds Management Pty Ltd | 5,400 | $397.9K | 0.11% | +5,400 | New |
| Ameritas Advisory Services, LLC | 5,428 | $400.0K | 0.02% | −319−5.6% | Reduced |
| Yarbrough Capital, LLC | 5,454 | $401.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,465 | $402.7K | 0.13% | −50−0.9% | Reduced |
| Callan Capital, LLC | 5,554 | $409.3K | 0.03% | +1,653+42.4% | Added |
| Advisory Alpha, LLC | 5,588 | $411.8K | 0.02% | +468+9.1% | Added |
| Investment House LLC | 5,590 | $411.9K | 0.02% | −31,540−84.9% | Reduced |
| Annex Advisory Services, LLC | 5,632 | $415.0K | 0.01% | −311−5.2% | Reduced |
| Diligent Investors, LLC | 5,665 | $417.5K | 0.10% | −93−1.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,691 | $419.4K | 0.10% | +205+3.7% | Added |
| Clear Harbor Asset Management, LLC | 5,711 | $420.8K | 0.04% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 5,718 | $421.3K | 0.02% | −4,921−46.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,718 | $421.4K | 0.25% | −23−0.4% | Reduced |
| Voisard Asset Management Group, Inc. | 5,720 | $421.5K | 0.21% | −1,730−23.2% | Reduced |
| Hobbs Group Advisors, LLC | 5,721 | $421.6K | 0.16% | +5,721 | New |
| Private Trust Co NA | 5,724 | $421.8K | 0.05% | +1,301+29.4% | Added |
| Tempus Wealth Planning, LLC | 5,744 | $423.2K | 0.18% | +1,041+22.1% | Added |
| Sand Hill Global Advisors, LLC | 5,748 | $423.6K | 0.02% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,760 | $424.5K | 0.32% | +678+13.3% | Added |
| Massmutual Trust Co FSB | 5,790 | $426.7K | 0.01% | +1,169+25.3% | Added |
| WESPAC Advisors SoCal, LLC | 5,805 | $427.8K | 0.11% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 5,809 | $428.1K | 0.07% | +5,809 | New |
| Michael B. Yongue | 5,811 | $428.2K | 0.37% | +77+1.3% | Added |
| Monograph Wealth Advisors, LLC | 5,818 | $428.7K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,823 | $429.1K | 0.02% | +826+16.5% | Added |
| New Hampshire Trust | 5,828 | $429.5K | 0.10% | +16+0.3% | Added |
| Private Capital Management LLC | 5,848 | $431.0K | 0.09% | −1,378−19.1% | Reduced |
| Orca Investment Management, LLC | 5,850 | $431.1K | 0.41% | −26−0.4% | Reduced |
| Little House Capital LLC | 5,866 | $432.3K | 0.14% | −2,296−28.1% | Reduced |
| SS&H Financial Advisors, Inc. | 5,899 | $435.0K | 0.17% | +5,899 | New |
| Michael S. Ryan, Inc. | 5,914 | $435.8K | 0.33% | −41−0.7% | Reduced |
| Moser Wealth Advisors, LLC | 5,925 | $436.6K | 0.24% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 5,926 | $436.7K | 0.05% | +5,926 | New |
| Ariston Services Group | 5,939 | $437.6K | 0.42% | −55−0.9% | Reduced |
| Parkside Investments, LLC | 6,000 | $442.1K | 0.07% | −6,000−50.0% | Reduced |
| Mason & Associates Inc | 6,009 | $442.8K | 0.12% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,061 | $446.6K | 0.05% | +6,061 | New |
| Alpha Family Trust | 6,070 | $447.3K | 0.26% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 6,125 | $451.4K | 0.30% | +300+5.2% | Added |
| FLC Capital Advisors | 6,131 | $451.8K | 0.11% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 6,144 | $452.8K | 0.05% | −400−6.1% | Reduced |
| Perpetual Ltd | 6,146 | $452.9K | 0.00% | −93−1.5% | Reduced |
| Arden Trust Co | 6,156 | $453.6K | 0.06% | −152−2.4% | Reduced |
| Fox Run Management, L.L.C. | 6,176 | $455.1K | 0.09% | −16,802−73.1% | Reduced |
| Strategic Financial Services, Inc, | 6,184 | $455.7K | 0.03% | +6,184 | New |
| Encompass Wealth Advisors, LLC | 6,200 | $456.9K | 0.12% | 00.0% | Unchanged |
| DAGCO, Inc. | 6,250 | $460.6K | 0.20% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 6,251 | $460.6K | 0.01% | +6,251 | New |
| Kingsview Wealth Management, LLC | 6,270 | $462.0K | 0.01% | +25+0.4% | Added |
| Mission Wealth Management, LP | 6,271 | $462.1K | 0.01% | −926−12.9% | Reduced |
| Capital Investment Advisors, LLC | 6,291 | $463.6K | 0.01% | +397+6.7% | Added |
| Arete Wealth Advisors, LLC | 6,298 | $464.0K | 0.04% | +6,298 | New |
| Family Legacy, Inc. | 6,310 | $465.0K | 0.17% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 30,278 | $466.0K | 0.00% | +30,278 | New |
| Sage Mountain Advisors LLC | 6,378 | $470.0K | 0.04% | +1,178+22.7% | Added |
| L2 Asset Management, LLC | 6,381 | $470.2K | 0.14% | +599+10.4% | Added |