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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 8,238 | $607.1K | 0.09% | +352+4.5% | Added |
| Bullock Wealth Management Group | 8,306 | $609.8K | 0.40% | +673+8.8% | Added |
| Ellevest, Inc. | 8,324 | $613.4K | 0.04% | +155+1.9% | Added |
| Compass Advisory Group LLC | 8,375 | $617.2K | 0.27% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,384 | $617.8K | 0.15% | +1,701+25.5% | Added |
| WealthPLAN Partners, LLC | 8,401 | $619.1K | 0.07% | +953+12.8% | Added |
| Lecap Asset Management Ltd | 8,439 | $621.9K | 0.13% | −38,401−82.0% | Reduced |
| Stokes Family Office, LLC | 8,445 | $622.3K | 0.07% | +93+1.1% | Added |
| Robertson Stephens Wealth Management, LLC | 8,449 | $622.6K | 0.03% | +108+1.3% | Added |
| Fulton Bank, N.A. | 8,465 | $623.8K | 0.03% | −468−5.2% | Reduced |
| Quadcap Wealth Management, LLC | 8,477 | $624.7K | 0.11% | −99−1.2% | Reduced |
| Circle Wealth Management, LLC | 8,479 | $624.8K | 0.01% | −840−9.0% | Reduced |
| Parkside Financial Bank & Trust | 8,481 | $625.0K | 0.10% | −334−3.8% | Reduced |
| Northwest Bank & Trust Co | 8,506 | $626.8K | 0.52% | +17+0.2% | Added |
| Greystone Financial Group, LLC | 8,573 | $631.7K | 0.12% | +1,698+24.7% | Added |
| Good Life Advisors, LLC | 8,604 | $634.0K | 0.05% | −193−2.2% | Reduced |
| Whitener Capital Management, Inc. | 8,632 | $636.1K | 0.19% | −65−0.7% | Reduced |
| Driehaus Capital Management LLC | 8,638 | $636.5K | 0.01% | +1,737+25.2% | Added |
| Wealth Quarterback LLC | 8,644 | $637.0K | 0.36% | +154+1.8% | Added |
| Powell Investment Advisors, LLC | 8,645 | $637.0K | 0.33% | −2,504−22.5% | Reduced |
| Institute for Wealth Management, LLC. | 8,660 | $638.2K | 0.09% | +121+1.4% | Added |
| Redmont Wealth Advisors LLC | 8,694 | $640.6K | 1.01% | −1,901−17.9% | Reduced |
| Fusion Capital, LLC | 8,701 | $641.2K | 0.29% | −361−4.0% | Reduced |
| Index Fund Advisors, Inc. | 8,704 | $641.4K | 0.04% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 8,711 | $641.9K | 0.52% | +81+0.9% | Added |
| Napatree Capital LLC | 8,725 | $642.9K | 0.52% | −2,718−23.8% | Reduced |
| Veracity Capital LLC | 8,738 | $643.9K | 0.27% | −714−7.6% | Reduced |
| Altfest L J & Co Inc | 8,741 | $644.0K | 0.09% | −6,177−41.4% | Reduced |
| Private Ocean, LLC | 8,746 | $644.5K | 0.06% | +1,809+26.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 8,752 | $644.9K | 0.12% | +810+10.2% | Added |
| Keebeck Wealth Management, LLC | 8,768 | $646.1K | 0.09% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 8,776 | $646.7K | 0.03% | +1,940+28.4% | Added |
| RFG Advisory, LLC | 8,806 | $648.9K | 0.02% | +610+7.4% | Added |
| Aptus Capital Advisors, LLC | 8,887 | $654.9K | 0.01% | −20,694−70.0% | Reduced |
| Arkadios Wealth Advisors | 8,929 | $658.0K | 0.04% | +2,450+37.8% | Added |
| Skopos Labs, Inc. | 9,112 | $659.4K | 0.28% | 00.0% | Unchanged |
| NBT Bank N A | 8,954 | $659.8K | 0.05% | +28+0.3% | Added |
| Insigneo Advisory Services, LLC | 10,640 | $662.8K | 0.07% | −8,143−43.4% | Reduced |
| Edge Capital Group, LLC | 8,994 | $662.8K | 0.03% | −10−0.1% | Reduced |
| Kearns & Associates LLC | 9,000 | $663.2K | 0.50% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 9,000 | $663.2K | 0.13% | +9,000 | New |
| Osborne Partners Capital Management, LLC | 9,019 | $664.6K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 9,027 | $665.2K | 0.19% | −1,564−14.8% | Reduced |
| Heartland Bank & Trust Co | 9,035 | $665.8K | 0.38% | +80+0.9% | Added |
| One Capital Management, LLC | 9,053 | $667.1K | 0.02% | +9,053 | New |
| Titleist Asset Management, LLC | 9,151 | $674.4K | 0.10% | −674−6.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,164 | $675.0K | 0.01% | −3,497−27.6% | Reduced |
| CX Institutional | 9,172 | $675.9K | 0.03% | +33+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,191 | $677.3K | 0.04% | −29,882−76.5% | Reduced |
| Crumly & Associates Inc. | 9,195 | $677.6K | 0.20% | −22−0.2% | Reduced |
| Lazari Capital Management, Inc. | 9,201 | $678.0K | 0.31% | −330−3.5% | Reduced |
| Cavalier Investments, LLC | 9,202 | $678.1K | 0.21% | +248+2.8% | Added |
| Premier Path Wealth Partners, LLC | 9,238 | $680.8K | 0.12% | +1,062+13.0% | Added |
| Omega Financial Group, LLC | 9,243 | $681.1K | 0.28% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9,317 | $686.6K | 0.04% | +2,147+29.9% | Added |
| Drive Wealth Management, LLC | 9,338 | $688.1K | 0.19% | +48+0.5% | Added |
| Castleark Management LLC | 9,360 | $689.7K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Group | 9,414 | $693.7K | 0.04% | +9,414 | New |
| Demars Financial Group, LLC | 9,450 | $696.4K | 0.33% | −30.0% | Reduced |
| NorthRock Partners, LLC | 9,460 | $697.1K | 0.03% | +2,116+28.8% | Added |
| Viawealth, LLC | 9,516 | $701.2K | 0.43% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,546 | $703.5K | 0.15% | +58+0.6% | Added |
| Canvas Wealth Advisors, LLC | 10,861 | $705.0K | 0.22% | −15,219−58.4% | Reduced |
| Manchester Financial Inc | 9,586 | $706.4K | 0.17% | +1,249+15.0% | Added |
| Marcum Wealth, LLC | 9,595 | $707.1K | 0.07% | +423+4.6% | Added |
| Canopy Partners, LLC | 9,692 | $714.2K | 0.33% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9,729 | $716.9K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 9,759 | $719.1K | 0.29% | −58−0.6% | Reduced |
| Haverford Trust Co | 9,808 | $722.8K | 0.01% | +3,228+49.1% | Added |
| Clean Yield Group | 9,840 | $725.1K | 0.27% | 00.0% | Unchanged |
| Bank of Stockton | 9,860 | $726.6K | 0.23% | +1,697+20.8% | Added |
| Westmount Partners, LLC | 9,904 | $727.1K | 0.24% | −14−0.1% | Reduced |
| Mutual Advisors, LLC | 11,147 | $727.9K | 0.02% | −479−4.1% | Reduced |
| First Western Trust Bank | 9,880 | $728.1K | 0.03% | −72,034−87.9% | Reduced |
| Avondale Wealth Management | 9,900 | $729.5K | 0.50% | −6,400−39.3% | Reduced |
| Allianz SE | 9,922 | $731.2K | 0.02% | −605−5.7% | Reduced |
| Clarius Group, LLC | 9,932 | $731.9K | 0.05% | −417−4.0% | Reduced |
| Strategic Blueprint, LLC | 9,979 | $735.3K | 0.05% | −1,729−14.8% | Reduced |
| United Community Bank | 9,990 | $736.2K | 0.30% | −780−7.2% | Reduced |
| BigSur Wealth Management LLC | 10,000 | $736.9K | 0.23% | 00.0% | Unchanged |
| Emfo, LLC | 10,000 | $736.9K | 0.66% | 00.0% | Unchanged |
| Ulysses Management LLC | 10,000 | $736.9K | 0.18% | +10,000 | New |
| Invictus Private Wealth, LLC | 10,015 | $738.0K | 0.06% | 00.0% | Unchanged |
| United Bank | 10,043 | $740.1K | 0.37% | +322+3.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,090 | $743.5K | 0.08% | +13+0.1% | Added |
| Capstone Investment Advisors, LLC | 10,100 | $744.3K | 0.02% | +5,929+142.1% | Added |
| Ridgewood Investments LLC | 10,105 | $744.7K | 0.37% | −403−3.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,131 | $746.6K | 0.07% | −85−0.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,132 | $746.6K | 0.01% | −1,823−15.2% | Reduced |
| Enterprise Bank & Trust Co | 10,140 | $747.2K | 0.26% | +1,013+11.1% | Added |
| Mogy Joel R Investment Counsel Inc | 10,152 | $748.1K | 0.05% | −1,300−11.4% | Reduced |
| Financial Advisory Corp | 10,185 | $751.0K | 0.31% | +92+0.9% | Added |
| Ironwood Financial, llc | 10,233 | $754.0K | 0.17% | +47+0.5% | Added |
| Royce & Associates LP | 10,270 | $756.8K | 0.01% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 10,312 | $759.9K | 0.30% | +10,312 | New |
| Eschler Asset Management LLP | 10,345 | $762.3K | 0.60% | +10,345 | New |
| Stablepoint Partners, LLC | 11,721 | $765.4K | 0.15% | +822+7.5% | Added |
| FinTrust Capital Advisors, LLC | 10,391 | $765.7K | 0.14% | +127+1.2% | Added |
| Moseley Investment Management Inc | 10,439 | $769.3K | 0.36% | +100+1.0% | Added |
| Wintrust Investments LLC | 10,444 | $770.0K | 0.06% | +850+8.9% | Added |