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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 6,402 | $471.7K | 0.22% | +202+3.3% | Added |
| Everhart Financial Group, Inc. | 6,408 | $472.2K | 0.12% | +1,201+23.1% | Added |
| Mather Group, LLC. | 6,535 | $472.7K | 0.01% | +1,062+19.4% | Added |
| Gladstone Institutional Advisory LLC | 6,451 | $475.4K | 0.02% | +51+0.8% | Added |
| TAGStone Capital, Inc. | 6,471 | $477.0K | 0.27% | +22+0.3% | Added |
| Arcataur Capital Management LLC | 6,498 | $478.8K | 0.17% | −20−0.3% | Reduced |
| Empirical Asset Management, LLC | 6,519 | $480.4K | 0.18% | +6,519 | New |
| Boston Trust Walden Corp | 6,546 | $482.4K | 0.00% | −109−1.6% | Reduced |
| Defined Wealth Management, LLC | 6,584 | $485.2K | 0.34% | +11+0.2% | Added |
| Avantax Planning Partners, Inc. | 6,624 | $488.1K | 0.02% | −835−11.2% | Reduced |
| ASB Consultores, LLC | 6,709 | $494.4K | 0.18% | −6,989−51.0% | Reduced |
| Carson Advisory Inc. | 6,717 | $495.0K | 0.35% | −2,460−26.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,721 | $495.3K | 0.04% | 00.0% | Unchanged |
| Clare Market Investments LLC | 6,739 | $496.6K | 0.14% | −487−6.7% | Reduced |
| Trust Point Inc. | 6,746 | $497.1K | 0.04% | −567−7.8% | Reduced |
| Weaver Capital Management LLC | 6,771 | $499.0K | 0.16% | +6,771 | New |
| Heritage Wealth Management, Inc. | 6,817 | $499.0K | 0.17% | +6,817 | New |
| Octavia Wealth Advisors, LLC | 6,799 | $501.1K | 0.07% | +699+11.5% | Added |
| Platform Technology Partners | 6,827 | $503.1K | 0.17% | +6,827 | New |
| Mitchell Sinkler & Starr | 8,082 | $503.3K | 0.13% | −60−0.7% | Reduced |
| Sax Wealth Advisors, LLC | 6,831 | $503.4K | 0.05% | +6,831 | New |
| Green Square Capital Advisors LLC | 6,850 | $504.8K | 0.07% | −250−3.5% | Reduced |
| Rehmann Capital Advisory Group | 6,851 | $504.9K | 0.04% | −1,448−17.4% | Reduced |
| Brown Capital Management LLC | 6,877 | $506.8K | 0.01% | −1,866−21.3% | Reduced |
| LCNB Corp | 6,882 | $507.1K | 0.19% | −62−0.9% | Reduced |
| First Trust Advisors LP | 6,919 | $509.9K | 0.00% | −3,001−30.3% | Reduced |
| Versor Investments LP | 6,945 | $511.8K | 0.09% | +6,945 | New |
| Simon Quick Advisors, LLC | 6,947 | $511.9K | 0.04% | −5,041−42.1% | Reduced |
| Zimmermann Investment Management & Planning LLC | 6,955 | $512.5K | 0.17% | −4,259−38.0% | Reduced |
| Brookstone Capital Management | 8,046 | $513.3K | 0.01% | −2,882−26.4% | Reduced |
| Bahl & Gaynor Inc | 6,976 | $514.1K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 6,985 | $514.7K | 0.06% | +472+7.2% | Added |
| Leavell Investment Management, Inc. | 6,997 | $516.0K | 0.03% | +597+9.3% | Added |
| Cornerstone Wealth Management, LLC | 7,016 | $517.0K | 0.04% | −440−5.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 7,024 | $517.6K | 0.05% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 7,055 | $519.9K | 0.34% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 7,102 | $523.4K | 0.12% | +4+0.1% | Added |
| Banco Santander, S.A. | 7,107 | $523.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,119 | $524.6K | 0.02% | −251−3.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,119 | $524.6K | 0.01% | +100+1.4% | Added |
| Symmetry Partners, LLC | 7,129 | $525.0K | 0.03% | −1,575−18.1% | Reduced |
| Hara Capital LLC | 7,132 | $525.6K | 0.34% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 7,142 | $526.0K | 0.37% | −125−1.7% | Reduced |
| Cooper Financial Group | 7,158 | $527.4K | 0.08% | +1,744+32.2% | Added |
| Angeles Investment Advisors, LLC | 7,230 | $532.8K | 0.03% | −962−11.7% | Reduced |
| MCF Advisors LLC | 7,273 | $535.9K | 0.04% | +85+1.2% | Added |
| Cozad Asset Management Inc | 7,306 | $538.3K | 0.05% | +21+0.3% | Added |
| PFG Investments, LLC | 7,310 | $538.7K | 0.04% | −14,115−65.9% | Reduced |
| Fiduciary Trust Co | 7,339 | $540.8K | 0.01% | −714−8.9% | Reduced |
| KMG Fiduciary Partners, LLC | 7,349 | $541.5K | 0.05% | +20.0% | Added |
| Geller Advisors LLC | 7,353 | $541.8K | 0.04% | +570+8.4% | Added |
| Hilltop Holdings Inc. | 7,380 | $543.8K | 0.06% | −13−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,397 | $545.1K | 0.05% | −863−10.4% | Reduced |
| Howe & Rusling Inc | 7,406 | $545.7K | 0.05% | −19,151−72.1% | Reduced |
| RMR Wealth Builders | 7,433 | $547.7K | 0.06% | +85+1.2% | Added |
| Main Street Financial Solutions, LLC | 7,434 | $547.8K | 0.05% | +75+1.0% | Added |
| Avestar Capital, LLC | 7,445 | $548.6K | 0.06% | +994+15.4% | Added |
| Old Port Advisors | 7,450 | $549.0K | 0.16% | +262+3.6% | Added |
| RW Investment Management LLC | 7,458 | $549.6K | 0.07% | −102−1.3% | Reduced |
| Beach Investment Counsel Inc | 7,478 | $551.0K | 0.07% | 00.0% | Unchanged |
| Inscription Capital, LLC | 7,496 | $552.4K | 0.09% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 7,508 | $553.3K | 0.35% | +3,301+78.5% | Added |
| Bradley Foster & Sargent Inc | 7,509 | $553.3K | 0.01% | −150−2.0% | Reduced |
| Crescent Grove Advisors, LLC | 7,520 | $554.1K | 0.06% | −11,254−59.9% | Reduced |
| Federated Hermes, Inc. | 7,521 | $554.2K | 0.00% | −113,286−93.8% | Reduced |
| Pointe Capital Management LLC | 7,530 | $554.9K | 0.34% | −960−11.3% | Reduced |
| Harvest Fund Management Co., Ltd | 7,571 | $558.0K | 0.04% | +6,654+725.6% | Added |
| iA Global Asset Management Inc. | 7,594 | $560.0K | 0.01% | −413−5.2% | Reduced |
| ING Groep NV | 7,623 | $561.7K | 0.00% | −179,994−95.9% | Reduced |
| Mayflower Financial Advisors, LLC | 7,634 | $562.6K | 0.09% | +218+2.9% | Added |
| Independent Financial Group, LLC | 7,652 | $563.9K | 0.02% | +401+5.5% | Added |
| Sheets Smith Wealth Management | 7,686 | $566.4K | 0.07% | −4,144−35.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,704 | $567.7K | 0.14% | +7,704 | New |
| Athena Investment Management | 7,708 | $568.0K | 0.34% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 7,713 | $568.4K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 7,737 | $570.1K | 0.02% | +1,595+26.0% | Added |
| PDS Planning, Inc | 7,760 | $571.9K | 0.06% | +169+2.2% | Added |
| Ferguson Wellman Capital Management, Inc | 7,810 | $575.5K | 0.01% | +3,196+69.3% | Added |
| Centiva Capital, LP | 7,824 | $576.6K | 0.03% | +7,824 | New |
| David R. Rahn & Associates Inc. | 7,850 | $578.5K | 0.18% | +7,850 | New |
| Kirtland Hills Capital Management, LLC | 7,855 | $578.8K | 0.48% | +26+0.3% | Added |
| Concentric Wealth Management, LLC | 7,890 | $581.4K | 0.15% | −198−2.4% | Reduced |
| Intrust Bank NA | 7,906 | $582.6K | 0.06% | −5,068−39.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 7,929 | $584.3K | 0.11% | −134−1.7% | Reduced |
| IHT Wealth Management, LLC | 8,002 | $585.6K | 0.02% | −382−4.6% | Reduced |
| Vanguard Capital Wealth Advisors | 7,950 | $585.8K | 0.40% | −850−9.7% | Reduced |
| Albion Financial Group | 7,951 | $585.9K | 0.04% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 7,987 | $588.6K | 0.08% | −2,090−20.7% | Reduced |
| Apriem Advisors | 8,016 | $590.7K | 0.07% | −145−1.8% | Reduced |
| Lountzis Asset Management, LLC | 8,019 | $590.9K | 0.28% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,061 | $593.0K | 0.10% | +1,750+27.7% | Added |
| Custom Index Systems, LLC | 8,049 | $593.1K | 0.34% | +8,049 | New |
| Traynor Capital Management, Inc. | 8,060 | $593.9K | 0.05% | −442−5.2% | Reduced |
| Machina Capital S.A.S. | 8,078 | $595.3K | 0.27% | +8,078 | New |
| Csenge Advisory Group | 8,082 | $595.6K | 0.03% | +856+11.8% | Added |
| Sutton Place Investors LLC | 8,086 | $595.9K | 0.40% | +167+2.1% | Added |
| Boltwood Capital Management | 8,097 | $596.7K | 0.19% | −85−1.0% | Reduced |
| Cypress Wealth Services, LLC | 8,111 | $597.7K | 0.13% | +294+3.8% | Added |
| Graypoint LLC | 8,158 | $601.2K | 0.04% | −37−0.5% | Reduced |
| Founders Financial Securities LLC | 8,182 | $603.0K | 0.06% | −2,029−19.9% | Reduced |