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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Graypoint LLC | 8,158 | $601.2K | 0.04% | −37−0.5% | Reduced |
| Cypress Wealth Services, LLC | 8,111 | $597.7K | 0.13% | +294+3.8% | Added |
| Boltwood Capital Management | 8,097 | $596.7K | 0.19% | −85−1.0% | Reduced |
| Sutton Place Investors LLC | 8,086 | $595.9K | 0.40% | +167+2.1% | Added |
| Csenge Advisory Group | 8,082 | $595.6K | 0.03% | +856+11.8% | Added |
| Machina Capital S.A.S. | 8,078 | $595.3K | 0.27% | +8,078 | New |
| Traynor Capital Management, Inc. | 8,060 | $593.9K | 0.05% | −442−5.2% | Reduced |
| Custom Index Systems, LLC | 8,049 | $593.1K | 0.34% | +8,049 | New |
| Smartleaf Asset Management LLC | 8,061 | $593.0K | 0.10% | +1,750+27.7% | Added |
| Lountzis Asset Management, LLC | 8,019 | $590.9K | 0.28% | 00.0% | Unchanged |
| Apriem Advisors | 8,016 | $590.7K | 0.07% | −145−1.8% | Reduced |
| WNY Asset Management, LLC | 7,987 | $588.6K | 0.08% | −2,090−20.7% | Reduced |
| Albion Financial Group | 7,951 | $585.9K | 0.04% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 7,950 | $585.8K | 0.40% | −850−9.7% | Reduced |
| IHT Wealth Management, LLC | 8,002 | $585.6K | 0.02% | −382−4.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 7,929 | $584.3K | 0.11% | −134−1.7% | Reduced |
| Intrust Bank NA | 7,906 | $582.6K | 0.06% | −5,068−39.1% | Reduced |
| Concentric Wealth Management, LLC | 7,890 | $581.4K | 0.15% | −198−2.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 7,855 | $578.8K | 0.48% | +26+0.3% | Added |
| David R. Rahn & Associates Inc. | 7,850 | $578.5K | 0.18% | +7,850 | New |
| Centiva Capital, LP | 7,824 | $576.6K | 0.03% | +7,824 | New |
| Ferguson Wellman Capital Management, Inc | 7,810 | $575.5K | 0.01% | +3,196+69.3% | Added |
| PDS Planning, Inc | 7,760 | $571.9K | 0.06% | +169+2.2% | Added |
| Diversified Trust Co | 7,737 | $570.1K | 0.02% | +1,595+26.0% | Added |
| Lyell Wealth Management, LP | 7,713 | $568.4K | 0.05% | 00.0% | Unchanged |
| Athena Investment Management | 7,708 | $568.0K | 0.34% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 7,704 | $567.7K | 0.14% | +7,704 | New |
| Sheets Smith Wealth Management | 7,686 | $566.4K | 0.07% | −4,144−35.0% | Reduced |
| Independent Financial Group, LLC | 7,652 | $563.9K | 0.02% | +401+5.5% | Added |
| Mayflower Financial Advisors, LLC | 7,634 | $562.6K | 0.09% | +218+2.9% | Added |
| ING Groep NV | 7,623 | $561.7K | 0.00% | −179,994−95.9% | Reduced |
| iA Global Asset Management Inc. | 7,594 | $560.0K | 0.01% | −413−5.2% | Reduced |
| Harvest Fund Management Co., Ltd | 7,571 | $558.0K | 0.04% | +6,654+725.6% | Added |
| Pointe Capital Management LLC | 7,530 | $554.9K | 0.34% | −960−11.3% | Reduced |
| Federated Hermes, Inc. | 7,521 | $554.2K | 0.00% | −113,286−93.8% | Reduced |
| Crescent Grove Advisors, LLC | 7,520 | $554.1K | 0.06% | −11,254−59.9% | Reduced |
| Bradley Foster & Sargent Inc | 7,509 | $553.3K | 0.01% | −150−2.0% | Reduced |
| Olistico Wealth, LLC | 7,508 | $553.3K | 0.35% | +3,301+78.5% | Added |
| Inscription Capital, LLC | 7,496 | $552.4K | 0.09% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,478 | $551.0K | 0.07% | 00.0% | Unchanged |
| RW Investment Management LLC | 7,458 | $549.6K | 0.07% | −102−1.3% | Reduced |
| Old Port Advisors | 7,450 | $549.0K | 0.16% | +262+3.6% | Added |
| Avestar Capital, LLC | 7,445 | $548.6K | 0.06% | +994+15.4% | Added |
| Main Street Financial Solutions, LLC | 7,434 | $547.8K | 0.05% | +75+1.0% | Added |
| RMR Wealth Builders | 7,433 | $547.7K | 0.06% | +85+1.2% | Added |
| Howe & Rusling Inc | 7,406 | $545.7K | 0.05% | −19,151−72.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,397 | $545.1K | 0.05% | −863−10.4% | Reduced |
| Hilltop Holdings Inc. | 7,380 | $543.8K | 0.06% | −13−0.2% | Reduced |
| Geller Advisors LLC | 7,353 | $541.8K | 0.04% | +570+8.4% | Added |
| KMG Fiduciary Partners, LLC | 7,349 | $541.5K | 0.05% | +20.0% | Added |
| Fiduciary Trust Co | 7,339 | $540.8K | 0.01% | −714−8.9% | Reduced |
| PFG Investments, LLC | 7,310 | $538.7K | 0.04% | −14,115−65.9% | Reduced |
| Cozad Asset Management Inc | 7,306 | $538.3K | 0.05% | +21+0.3% | Added |
| MCF Advisors LLC | 7,273 | $535.9K | 0.04% | +85+1.2% | Added |
| Angeles Investment Advisors, LLC | 7,230 | $532.8K | 0.03% | −962−11.7% | Reduced |
| Cooper Financial Group | 7,158 | $527.4K | 0.08% | +1,744+32.2% | Added |
| Ulland Investment Advisors, LLC | 7,142 | $526.0K | 0.37% | −125−1.7% | Reduced |
| Hara Capital LLC | 7,132 | $525.6K | 0.34% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,129 | $525.0K | 0.03% | −1,575−18.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,119 | $524.6K | 0.01% | +100+1.4% | Added |
| Harbour Investments, Inc. | 7,119 | $524.6K | 0.02% | −251−3.4% | Reduced |
| Banco Santander, S.A. | 7,107 | $523.7K | 0.01% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 7,102 | $523.4K | 0.12% | +4+0.1% | Added |
| Garrison Point Advisors, LLC | 7,055 | $519.9K | 0.34% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,024 | $517.6K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 7,016 | $517.0K | 0.04% | −440−5.9% | Reduced |
| Leavell Investment Management, Inc. | 6,997 | $516.0K | 0.03% | +597+9.3% | Added |
| Legacy Advisors, LLC | 6,985 | $514.7K | 0.06% | +472+7.2% | Added |
| Bahl & Gaynor Inc | 6,976 | $514.1K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 8,046 | $513.3K | 0.01% | −2,882−26.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 6,955 | $512.5K | 0.17% | −4,259−38.0% | Reduced |
| Simon Quick Advisors, LLC | 6,947 | $511.9K | 0.04% | −5,041−42.1% | Reduced |
| Versor Investments LP | 6,945 | $511.8K | 0.09% | +6,945 | New |
| First Trust Advisors LP | 6,919 | $509.9K | 0.00% | −3,001−30.3% | Reduced |
| LCNB Corp | 6,882 | $507.1K | 0.19% | −62−0.9% | Reduced |
| Brown Capital Management LLC | 6,877 | $506.8K | 0.01% | −1,866−21.3% | Reduced |
| Rehmann Capital Advisory Group | 6,851 | $504.9K | 0.04% | −1,448−17.4% | Reduced |
| Green Square Capital Advisors LLC | 6,850 | $504.8K | 0.07% | −250−3.5% | Reduced |
| Sax Wealth Advisors, LLC | 6,831 | $503.4K | 0.05% | +6,831 | New |
| Mitchell Sinkler & Starr | 8,082 | $503.3K | 0.13% | −60−0.7% | Reduced |
| Platform Technology Partners | 6,827 | $503.1K | 0.17% | +6,827 | New |
| Octavia Wealth Advisors, LLC | 6,799 | $501.1K | 0.07% | +699+11.5% | Added |
| Heritage Wealth Management, Inc. | 6,817 | $499.0K | 0.17% | +6,817 | New |
| Weaver Capital Management LLC | 6,771 | $499.0K | 0.16% | +6,771 | New |
| Trust Point Inc. | 6,746 | $497.1K | 0.04% | −567−7.8% | Reduced |
| Clare Market Investments LLC | 6,739 | $496.6K | 0.14% | −487−6.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,721 | $495.3K | 0.04% | 00.0% | Unchanged |
| Carson Advisory Inc. | 6,717 | $495.0K | 0.35% | −2,460−26.8% | Reduced |
| ASB Consultores, LLC | 6,709 | $494.4K | 0.18% | −6,989−51.0% | Reduced |
| Avantax Planning Partners, Inc. | 6,624 | $488.1K | 0.02% | −835−11.2% | Reduced |
| Defined Wealth Management, LLC | 6,584 | $485.2K | 0.34% | +11+0.2% | Added |
| Boston Trust Walden Corp | 6,546 | $482.4K | 0.00% | −109−1.6% | Reduced |
| Empirical Asset Management, LLC | 6,519 | $480.4K | 0.18% | +6,519 | New |
| Arcataur Capital Management LLC | 6,498 | $478.8K | 0.17% | −20−0.3% | Reduced |
| TAGStone Capital, Inc. | 6,471 | $477.0K | 0.27% | +22+0.3% | Added |
| Gladstone Institutional Advisory LLC | 6,451 | $475.4K | 0.02% | +51+0.8% | Added |
| Mather Group, LLC. | 6,535 | $472.7K | 0.01% | +1,062+19.4% | Added |
| Everhart Financial Group, Inc. | 6,408 | $472.2K | 0.12% | +1,201+23.1% | Added |
| Beta Wealth Group, Inc. | 6,402 | $471.7K | 0.22% | +202+3.3% | Added |
| L2 Asset Management, LLC | 6,381 | $470.2K | 0.14% | +599+10.4% | Added |