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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 10,452 | $770.2K | 0.08% | +10.0% | Added |
| Sigma Planning Corp | 10,466 | $771.3K | 0.02% | −150−1.4% | Reduced |
| Gemmer Asset Management LLC | 10,574 | $779.2K | 0.08% | −2,927−21.7% | Reduced |
| Thor Investment Management Inc | 10,597 | $780.9K | 0.61% | +36+0.3% | Added |
| Western Wealth Management, LLC | 10,632 | $783.4K | 0.06% | +430+4.2% | Added |
| Kestra Private Wealth Services, LLC | 10,633 | $783.5K | 0.02% | +610+6.1% | Added |
| Intact Investment Management Inc. | 10,640 | $784.1K | 0.03% | +40+0.4% | Added |
| Concurrent Investment Advisors, LLC | 10,704 | $788.8K | 0.03% | +7,564+240.9% | Added |
| Belpointe Asset Management LLC | 10,740 | $791.5K | 0.06% | −4,287−28.5% | Reduced |
| Power Wealth Management LLC | 10,815 | $797.0K | 0.38% | +922+9.3% | Added |
| Morton Community Bank | 10,867 | $800.8K | 0.23% | −33,083−75.3% | Reduced |
| Independence Bank of Kentucky | 10,875 | $801.4K | 0.21% | −690−6.0% | Reduced |
| Vima LLC | 10,921 | $804.8K | 1.78% | −581−5.1% | Reduced |
| H&H Retirement Design & Management INC | 12,435 | $805.2K | 0.50% | +341+2.8% | Added |
| Fullcircle Wealth LLC | 12,573 | $805.6K | 0.39% | +12,573 | New |
| Cynosure Management, LLC | 10,964 | $807.9K | 0.13% | −51−0.5% | Reduced |
| Thoroughbred Financial Services, LLC | 10,965 | $808.0K | 0.05% | +10,965 | New |
| Shira Ridge Wealth Management | 10,972 | $808.6K | 0.45% | +101+0.9% | Added |
| Integral Investment Advisors, Inc. | 11,033 | $811.6K | 0.30% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 11,052 | $814.4K | 0.02% | +10,304+1,377.5% | Added |
| Nabity-Jensen Investment Management Inc | 11,102 | $818.1K | 0.67% | −382−3.3% | Reduced |
| Essex Financial Services, Inc. | 13,052 | $819.4K | 0.06% | +3,336+34.3% | Added |
| Ambassador Advisors, LLC | 11,168 | $823.0K | 0.15% | −765−6.4% | Reduced |
| Vivid Wealth Management, LLC | 11,287 | $831.8K | 0.47% | −41,122−78.5% | Reduced |
| TD Private Client Wealth LLC | 11,327 | $834.7K | 0.03% | −639−5.3% | Reduced |
| Navellier & Associates Inc | 11,355 | $836.8K | 0.10% | −200−1.7% | Reduced |
| Northcape Wealth Management, LLC | 11,497 | $847.2K | 0.31% | 00.0% | Unchanged |
| Navalign, LLC | 11,521 | $849.0K | 0.27% | +381+3.4% | Added |
| Novare Capital Management LLC | 11,538 | $850.2K | 0.08% | −248−2.1% | Reduced |
| Lodestone Wealth Management LLC | 11,593 | $854.3K | 0.45% | +40+0.3% | Added |
| International Assets Investment Management, LLC | 11,616 | $856.0K | 0.08% | −519−4.3% | Reduced |
| Dynasty Wealth Management, LLC | 11,654 | $858.8K | 0.03% | −48−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 11,713 | $863.1K | 0.02% | +23+0.2% | Added |
| Personal Cfo Solutions, LLC | 11,897 | $876.7K | 0.13% | −368−3.0% | Reduced |
| Hennessy Advisors Inc | 12,000 | $884.3K | 0.03% | +1,000+9.1% | Added |
| Lummis Asset Management, LP | 12,052 | $888.1K | 1.17% | +116+1.0% | Added |
| Citizens National Bank Trust Department | 12,065 | $889.1K | 0.20% | −175−1.4% | Reduced |
| LGT Group Foundation | 12,075 | $889.8K | 0.01% | −286−2.3% | Reduced |
| Lindbrook Capital, LLC | 12,094 | $891.2K | 0.08% | −2,685−18.2% | Reduced |
| LexAurum Advisors, LLC | 12,142 | $894.7K | 0.22% | +1,891+18.4% | Added |
| Matisse Capital | 12,150 | $895.3K | 0.44% | −400−3.2% | Reduced |
| Oder Investment Management, LLC | 12,160 | $896.1K | 0.81% | −2,245−15.6% | Reduced |
| First Commonwealth Financial Corp | 12,190 | $898.3K | 0.23% | +132+1.1% | Added |
| Peak Planning Group, LLC | 12,203 | $899.3K | 0.44% | −37−0.3% | Reduced |
| Pitcairn Co | 12,220 | $900.5K | 0.05% | +1,148+10.4% | Added |
| StoneX Group Inc. | 12,272 | $904.3K | 0.07% | +2,434+24.7% | Added |
| Guidance Capital, Inc | 13,882 | $905.0K | 0.30% | +859+6.6% | Added |
| Donald L. Hagan, LLC | 12,330 | $908.6K | 0.48% | −8,738−41.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 12,527 | $915.7K | 0.74% | +925+8.0% | Added |
| Opinicus Capital, Inc. | 12,474 | $919.2K | 0.77% | +270+2.2% | Added |
| IMS Capital Management | 14,206 | $921.1K | 0.43% | −399−2.7% | Reduced |
| Proffitt & Goodson Inc | 12,509 | $921.8K | 0.16% | −188−1.5% | Reduced |
| Equitable Trust Co | 12,558 | $925.4K | 0.06% | +6,939+123.5% | Added |
| West Financial Advisors, LLC | 12,600 | $928.5K | 0.19% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 12,627 | $930.5K | 0.20% | −20−0.2% | Reduced |
| HCR Wealth Advisors | 12,720 | $937.4K | 0.13% | −1,663−11.6% | Reduced |
| Eagle Strategies LLC | 12,791 | $942.6K | 0.18% | +12,791 | New |
| Knollwood Investment Advisory, LLC | 12,810 | $944.0K | 0.10% | +3,810+42.3% | Added |
| TCI Wealth Advisors, Inc. | 12,810 | $944.0K | 0.09% | +2,024+18.8% | Added |
| O'Rourke & Company, Inc | 12,857 | $947.0K | 0.53% | −386−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 12,863 | $947.9K | 0.05% | +7,136+124.6% | Added |
| Sentry Investment Management LLC | 12,966 | $955.0K | 0.42% | −2,656−17.0% | Reduced |
| Lake Street Advisors Group, LLC | 13,059 | $962.3K | 0.05% | −128−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 13,073 | $963.3K | 0.03% | −54−0.4% | Reduced |
| Atomi Financial Group, Inc. | 13,118 | $966.7K | 0.07% | +2,528+23.9% | Added |
| Hardy Reed LLC | 13,178 | $971.1K | 0.10% | +33+0.3% | Added |
| Engineers Gate Manager LP | 13,182 | $971.4K | 0.02% | +13,182 | New |
| Sage Rhino Capital LLC | 13,228 | $974.7K | 0.23% | +137+1.0% | Added |
| Paloma Partners Management Co | 13,231 | $975.0K | 0.08% | +9,717+276.5% | Added |
| First Financial Corp | 13,245 | $976.0K | 0.50% | −334−2.5% | Reduced |
| Operose Advisors LLC | 13,290 | $979.4K | 0.35% | +10+0.1% | Added |
| Balboa Wealth Partners | 13,322 | $981.7K | 0.26% | −5,295−28.4% | Reduced |
| Hamel Associates, Inc. | 13,395 | $987.1K | 0.31% | 00.0% | Unchanged |
| Brown Financial Advisors | 13,441 | $990.5K | 0.44% | +13,441 | New |
| Ronald Blue Trust, Inc. | 13,704 | $991.3K | 0.01% | +3,608+35.7% | Added |
| Citizens & Northern Corp | 13,480 | $993.3K | 0.31% | −179−1.3% | Reduced |
| Summit Asset Management, LLC | 13,514 | $995.8K | 0.21% | +250+1.9% | Added |
| First National Bank of Omaha | 13,601 | $1.00M | 0.07% | +8,051+145.1% | Added |
| Smith, Moore & Co. | 13,607 | $1.00M | 0.10% | +1,145+9.2% | Added |
| Merit Financial Group, LLC | 13,651 | $1.01M | 0.02% | +7+0.1% | Added |
| Trustmark National Bank Trust Department | 13,679 | $1.01M | 0.08% | +46+0.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 13,750 | $1.01M | 0.56% | +12+0.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,764 | $1.01M | 0.53% | −126−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 13,796 | $1.02M | 0.08% | +299+2.2% | Added |
| Wolf Group Capital Advisors | 13,886 | $1.02M | 0.40% | +13,886 | New |
| Walter & Keenan Financial Consulting Co | 13,914 | $1.03M | 0.33% | +24+0.2% | Added |
| Mission Creek Capital Partners, Inc. | 13,917 | $1.03M | 0.26% | −10,857−43.8% | Reduced |
| Davis R M Inc | 13,927 | $1.03M | 0.02% | −452−3.1% | Reduced |
| Boyd Watterson Asset Management LLC | 13,928 | $1.03M | 0.29% | +4,914+54.5% | Added |
| GeoWealth Management, LLC | 13,951 | $1.03M | 0.04% | +1,966+16.4% | Added |
| Skylands Capital, LLC | 14,000 | $1.03M | 0.15% | −19,350−58.0% | Reduced |
| Avalon Trust Co | 14,000 | $1.03M | 0.08% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 14,004 | $1.03M | 0.05% | −2,064−12.8% | Reduced |
| Thomasville National Bank | 14,006 | $1.03M | 0.08% | +430+3.2% | Added |
| Howard Financial Services, Ltd. | 14,109 | $1.04M | 0.17% | −976−6.5% | Reduced |
| Sumitomo Life Insurance Co | 14,270 | $1.05M | 0.02% | −1,789−11.1% | Reduced |
| Koshinski Asset Management, Inc. | 14,115 | $1.05M | 0.10% | +3,789+36.7% | Added |
| Burns Matteson Capital Management, LLC | 14,295 | $1.05M | 0.66% | −1,089−7.1% | Reduced |
| NBC Securities, Inc. | 14,350 | $1.06M | 0.10% | +726+5.3% | Added |
| Tranquilli Financial Advisor LLC | 14,411 | $1.06M | 0.71% | −319−2.2% | Reduced |