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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 10,439 | $769.3K | 0.36% | +100+1.0% | Added |
| FinTrust Capital Advisors, LLC | 10,391 | $765.7K | 0.14% | +127+1.2% | Added |
| Stablepoint Partners, LLC | 11,721 | $765.4K | 0.15% | +822+7.5% | Added |
| Eschler Asset Management LLP | 10,345 | $762.3K | 0.60% | +10,345 | New |
| Colton Groome Financial Advisors, LLC | 10,312 | $759.9K | 0.30% | +10,312 | New |
| Royce & Associates LP | 10,270 | $756.8K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 10,233 | $754.0K | 0.17% | +47+0.5% | Added |
| Financial Advisory Corp | 10,185 | $751.0K | 0.31% | +92+0.9% | Added |
| Mogy Joel R Investment Counsel Inc | 10,152 | $748.1K | 0.05% | −1,300−11.4% | Reduced |
| Enterprise Bank & Trust Co | 10,140 | $747.2K | 0.26% | +1,013+11.1% | Added |
| Edmond de Rothschild Holding S.A. | 10,132 | $746.6K | 0.01% | −1,823−15.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,131 | $746.6K | 0.07% | −85−0.8% | Reduced |
| Ridgewood Investments LLC | 10,105 | $744.7K | 0.37% | −403−3.8% | Reduced |
| Capstone Investment Advisors, LLC | 10,100 | $744.3K | 0.02% | +5,929+142.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,090 | $743.5K | 0.08% | +13+0.1% | Added |
| United Bank | 10,043 | $740.1K | 0.37% | +322+3.3% | Added |
| Invictus Private Wealth, LLC | 10,015 | $738.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| United Community Bank | 9,990 | $736.2K | 0.30% | −780−7.2% | Reduced |
| Strategic Blueprint, LLC | 9,979 | $735.3K | 0.05% | −1,729−14.8% | Reduced |
| Clarius Group, LLC | 9,932 | $731.9K | 0.05% | −417−4.0% | Reduced |
| Allianz SE | 9,922 | $731.2K | 0.02% | −605−5.7% | Reduced |
| Avondale Wealth Management | 9,900 | $729.5K | 0.50% | −6,400−39.3% | Reduced |
| First Western Trust Bank | 9,880 | $728.1K | 0.03% | −72,034−87.9% | Reduced |
| Mutual Advisors, LLC | 11,147 | $727.9K | 0.02% | −479−4.1% | Reduced |
| Westmount Partners, LLC | 9,904 | $727.1K | 0.24% | −14−0.1% | Reduced |
| Bank of Stockton | 9,860 | $726.6K | 0.23% | +1,697+20.8% | Added |
| Clean Yield Group | 9,840 | $725.1K | 0.27% | 00.0% | Unchanged |
| Haverford Trust Co | 9,808 | $722.8K | 0.01% | +3,228+49.1% | Added |
| Mystic Asset Management, Inc. | 9,759 | $719.1K | 0.29% | −58−0.6% | Reduced |
| Logan Capital Management Inc | 9,729 | $716.9K | 0.03% | 00.0% | Unchanged |
| Canopy Partners, LLC | 9,692 | $714.2K | 0.33% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 9,595 | $707.1K | 0.07% | +423+4.6% | Added |
| Manchester Financial Inc | 9,586 | $706.4K | 0.17% | +1,249+15.0% | Added |
| Canvas Wealth Advisors, LLC | 10,861 | $705.0K | 0.22% | −15,219−58.4% | Reduced |
| Regatta Capital Group, LLC | 9,546 | $703.5K | 0.15% | +58+0.6% | Added |
| Viawealth, LLC | 9,516 | $701.2K | 0.43% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,460 | $697.1K | 0.03% | +2,116+28.8% | Added |
| Demars Financial Group, LLC | 9,450 | $696.4K | 0.33% | −30.0% | Reduced |
| Retirement Planning Group | 9,414 | $693.7K | 0.04% | +9,414 | New |
| Castleark Management LLC | 9,360 | $689.7K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 9,338 | $688.1K | 0.19% | +48+0.5% | Added |
| Venturi Wealth Management, LLC | 9,317 | $686.6K | 0.04% | +2,147+29.9% | Added |
| Omega Financial Group, LLC | 9,243 | $681.1K | 0.28% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 9,238 | $680.8K | 0.12% | +1,062+13.0% | Added |
| Cavalier Investments, LLC | 9,202 | $678.1K | 0.21% | +248+2.8% | Added |
| Lazari Capital Management, Inc. | 9,201 | $678.0K | 0.31% | −330−3.5% | Reduced |
| Crumly & Associates Inc. | 9,195 | $677.6K | 0.20% | −22−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,191 | $677.3K | 0.04% | −29,882−76.5% | Reduced |
| CX Institutional | 9,172 | $675.9K | 0.03% | +33+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,164 | $675.0K | 0.01% | −3,497−27.6% | Reduced |
| Titleist Asset Management, LLC | 9,151 | $674.4K | 0.10% | −674−6.9% | Reduced |
| One Capital Management, LLC | 9,053 | $667.1K | 0.02% | +9,053 | New |
| Heartland Bank & Trust Co | 9,035 | $665.8K | 0.38% | +80+0.9% | Added |
| Legacy Wealth Asset Management, LLC | 9,027 | $665.2K | 0.19% | −1,564−14.8% | Reduced |
| Osborne Partners Capital Management, LLC | 9,019 | $664.6K | 0.04% | 00.0% | Unchanged |
| 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 |
| Edge Capital Group, LLC | 8,994 | $662.8K | 0.03% | −10−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 10,640 | $662.8K | 0.07% | −8,143−43.4% | Reduced |
| NBT Bank N A | 8,954 | $659.8K | 0.05% | +28+0.3% | Added |
| Skopos Labs, Inc. | 9,112 | $659.4K | 0.28% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,929 | $658.0K | 0.04% | +2,450+37.8% | Added |
| Aptus Capital Advisors, LLC | 8,887 | $654.9K | 0.01% | −20,694−70.0% | Reduced |
| RFG Advisory, LLC | 8,806 | $648.9K | 0.02% | +610+7.4% | Added |
| Bragg Financial Advisors, Inc | 8,776 | $646.7K | 0.03% | +1,940+28.4% | Added |
| Keebeck Wealth Management, LLC | 8,768 | $646.1K | 0.09% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 8,752 | $644.9K | 0.12% | +810+10.2% | Added |
| Private Ocean, LLC | 8,746 | $644.5K | 0.06% | +1,809+26.1% | Added |
| Altfest L J & Co Inc | 8,741 | $644.0K | 0.09% | −6,177−41.4% | Reduced |
| Veracity Capital LLC | 8,738 | $643.9K | 0.27% | −714−7.6% | Reduced |
| Napatree Capital LLC | 8,725 | $642.9K | 0.52% | −2,718−23.8% | Reduced |
| Keene & Associates, Inc. | 8,711 | $641.9K | 0.52% | +81+0.9% | Added |
| Index Fund Advisors, Inc. | 8,704 | $641.4K | 0.04% | 00.0% | Unchanged |
| Fusion Capital, LLC | 8,701 | $641.2K | 0.29% | −361−4.0% | Reduced |
| Redmont Wealth Advisors LLC | 8,694 | $640.6K | 1.01% | −1,901−17.9% | Reduced |
| Institute for Wealth Management, LLC. | 8,660 | $638.2K | 0.09% | +121+1.4% | Added |
| Powell Investment Advisors, LLC | 8,645 | $637.0K | 0.33% | −2,504−22.5% | Reduced |
| Wealth Quarterback LLC | 8,644 | $637.0K | 0.36% | +154+1.8% | Added |
| Driehaus Capital Management LLC | 8,638 | $636.5K | 0.01% | +1,737+25.2% | Added |
| Whitener Capital Management, Inc. | 8,632 | $636.1K | 0.19% | −65−0.7% | Reduced |
| Good Life Advisors, LLC | 8,604 | $634.0K | 0.05% | −193−2.2% | Reduced |
| Greystone Financial Group, LLC | 8,573 | $631.7K | 0.12% | +1,698+24.7% | Added |
| Northwest Bank & Trust Co | 8,506 | $626.8K | 0.52% | +17+0.2% | Added |
| Parkside Financial Bank & Trust | 8,481 | $625.0K | 0.10% | −334−3.8% | Reduced |
| Circle Wealth Management, LLC | 8,479 | $624.8K | 0.01% | −840−9.0% | Reduced |
| Quadcap Wealth Management, LLC | 8,477 | $624.7K | 0.11% | −99−1.2% | Reduced |
| Fulton Bank, N.A. | 8,465 | $623.8K | 0.03% | −468−5.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,449 | $622.6K | 0.03% | +108+1.3% | Added |
| Stokes Family Office, LLC | 8,445 | $622.3K | 0.07% | +93+1.1% | Added |
| Lecap Asset Management Ltd | 8,439 | $621.9K | 0.13% | −38,401−82.0% | Reduced |
| WealthPLAN Partners, LLC | 8,401 | $619.1K | 0.07% | +953+12.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,384 | $617.8K | 0.15% | +1,701+25.5% | Added |
| Compass Advisory Group LLC | 8,375 | $617.2K | 0.27% | 00.0% | Unchanged |
| Ellevest, Inc. | 8,324 | $613.4K | 0.04% | +155+1.9% | Added |
| Bullock Wealth Management Group | 8,306 | $609.8K | 0.40% | +673+8.8% | Added |
| Continuum Advisory, LLC | 8,238 | $607.1K | 0.09% | +352+4.5% | Added |
| Founders Financial Securities LLC | 8,182 | $603.0K | 0.06% | −2,029−19.9% | Reduced |