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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 3,818 | $281.3K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,811 | $280.8K | 0.10% | +3,601+1,714.8% | Added |
| Opus Capital Group, LLC | 3,764 | $277.0K | 0.04% | +12+0.3% | Added |
| CMT Capital Markets Trading GmbH | 3,756 | $277.0K | 0.08% | +3,756 | New |
| Marshall Financial Group LLC | 3,742 | $275.7K | 0.08% | −30−0.8% | Reduced |
| First Horizon Advisors, Inc. | 3,738 | $275.5K | 0.01% | −68−1.8% | Reduced |
| Thrive Wealth Management, LLC | 3,731 | $275.0K | 0.05% | +110+3.0% | Added |
| Legacy Financial Advisors, Inc. | 3,725 | $274.5K | 0.05% | +351+10.4% | Added |
| Semus Wealth Partners LLC | 3,724 | $274.5K | 0.21% | +341+10.1% | Added |
| Cable Hill Partners, LLC | 3,723 | $274.4K | 0.03% | +3,723 | New |
| Hibernia Wealth Partners, LLC | 3,717 | $273.9K | 0.10% | +3,717 | New |
| Boston Mountain Money Management Inc | 3,708 | $273.3K | 0.18% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,689 | $271.8K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 3,680 | $271.2K | 0.18% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,665 | $270.1K | 0.04% | +11+0.3% | Added |
| Almanack Investment Partners, LLC. | 3,664 | $270.0K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,663 | $269.9K | 0.01% | −4,080−52.7% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $269.7K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,647 | $268.7K | 0.04% | +3,647 | New |
| Williams Jones Wealth Management, LLC. | 3,639 | $268.2K | 0.00% | −839−18.7% | Reduced |
| Financial Advocates Investment Management | 3,636 | $267.9K | 0.02% | −324−8.2% | Reduced |
| Azimuth Capital Investment Management LLC | 3,619 | $266.7K | 0.01% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 3,602 | $265.4K | 0.09% | −425−10.6% | Reduced |
| Grandfield & Dodd, LLC | 3,600 | $265.3K | 0.02% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 3,599 | $265.2K | 0.16% | +151+4.4% | Added |
| Source Financial Advisors LLC | 3,592 | $264.7K | 0.08% | +5+0.1% | Added |
| Private Client Services, LLC | 3,590 | $264.6K | 0.17% | −338−8.6% | Reduced |
| Birchbrook, Inc. | 3,585 | $264.2K | 0.16% | −1,260−26.0% | Reduced |
| Intrepid Financial Planning Group LLC | 3,567 | $262.9K | 0.11% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 3,566 | $262.8K | 0.03% | −161−4.3% | Reduced |
| Sargent Investment Group, LLC | 3,530 | $260.1K | 0.05% | +3,530 | New |
| Childress Capital Advisors, LLC | 3,527 | $259.9K | 0.07% | −64−1.8% | Reduced |
| Leonteq Securities AG | 3,502 | $258.1K | 0.04% | −31−0.9% | Reduced |
| Edgewood Management LLC | 3,500 | $257.9K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $257.9K | 0.13% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,489 | $257.1K | 0.13% | −800−18.7% | Reduced |
| Forte Capital LLC | 3,478 | $256.3K | 0.03% | +10.0% | Added |
| LCM Capital Management Inc | 3,465 | $255.3K | 0.16% | 00.0% | Unchanged |
| Sentinus, LLC | 3,458 | $254.8K | 0.08% | −93−2.6% | Reduced |
| MONECO Advisors, LLC | 3,457 | $254.7K | 0.04% | +231+7.2% | Added |
| Verdence Capital Advisors LLC | 3,454 | $254.5K | 0.02% | −80−2.3% | Reduced |
| Pallas Capital Advisors LLC | 4,087 | $254.5K | 0.01% | −423−9.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,446 | $253.9K | 0.06% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,442 | $253.7K | 0.08% | +8+0.2% | Added |
| Wayfinding Financial, LLC | 3,446 | $253.0K | 0.14% | +6+0.2% | Added |
| First Affirmative Financial Network | 3,419 | $252.0K | 0.17% | −85−2.4% | Reduced |
| Duff & Phelps Investment Management Co | 3,415 | $251.7K | 0.00% | −13,755−80.1% | Reduced |
| Prosperitas Financial LLC | 3,411 | $251.3K | 0.15% | −403−10.6% | Reduced |
| SNS Financial Group, LLC | 3,410 | $251.3K | 0.03% | +23+0.7% | Added |
| Legacy Private Trust Co. | 3,398 | $250.4K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,395 | $250.2K | 0.01% | −201−5.6% | Reduced |
| McDaniel Terry & Co | 3,396 | $250.0K | 0.02% | −162−4.6% | Reduced |
| Opal Wealth Advisors, LLC | 3,392 | $250.0K | 0.08% | +3,392 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,391 | $249.9K | 0.08% | +3,391 | New |
| Centric Wealth Management | 3,743 | $249.3K | 0.07% | +13+0.3% | Added |
| Catalina Capital Group, LLC | 3,380 | $249.1K | 0.09% | +3,380 | New |
| Zacks Investment Management | 3,376 | $248.8K | 0.00% | +3,376 | New |
| Cypress Capital Group | 3,359 | $247.5K | 0.03% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,357 | $247.4K | 0.22% | +415+14.1% | Added |
| CWS Financial Advisors, LLC | 3,352 | $247.0K | 0.10% | +10.0% | Added |
| O'Dell Group, LLC | 3,414 | $247.0K | 0.06% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 3,351 | $246.9K | 0.10% | +526+18.6% | Added |
| Moss Adams Wealth Advisors LLC | 3,328 | $245.2K | 0.03% | +3,328 | New |
| Accurate Wealth Management, LLC | 3,264 | $245.0K | 0.06% | +175+5.7% | Added |
| BlackDiamond Wealth Management Inc. | 3,886 | $244.0K | 0.16% | +195+5.3% | Added |
| Clear Creek Financial Management, LLC | 3,278 | $241.6K | 0.03% | −85−2.5% | Reduced |
| SOA Wealth Advisors, LLC. | 3,272 | $241.1K | 0.05% | −305−8.5% | Reduced |
| Verus Capital Partners, LLC | 3,270 | $241.0K | 0.02% | +12+0.4% | Added |
| GYL Financial Synergies, LLC | 3,268 | $240.8K | 0.02% | +102+3.2% | Added |
| CRA Financial Services, LLC | 3,265 | $240.6K | 0.05% | −338−9.4% | Reduced |
| HTLF Bank | 3,262 | $240.4K | 0.03% | +191+6.2% | Added |
| Procyon Private Wealth Partners, LLC | 3,261 | $240.3K | 0.02% | −840−20.5% | Reduced |
| Abbrea Capital, LLC | 3,254 | $240.0K | 0.03% | −2,523−43.7% | Reduced |
| Commerzbank Aktiengesellschaft | 3,244 | $240.0K | 0.01% | +404+14.2% | Added |
| Cyndeo Wealth Partners, LLC | 3,255 | $239.9K | 0.02% | +3,255 | New |
| RAM Investment Partners, LLC | 3,246 | $239.2K | 0.07% | −1,694−34.3% | Reduced |
| West Coast Financial LLC | 3,235 | $238.4K | 0.03% | −51−1.6% | Reduced |
| 1858 Wealth Management, LLC | 3,233 | $238.2K | 0.20% | −321−9.0% | Reduced |
| Savvy Advisors, Inc. | 3,231 | $238.1K | 0.08% | +399+14.1% | Added |
| Cranbrook Wealth Management, LLC | 3,230 | $238.0K | 0.06% | +3,230 | New |
| BOS Asset Management, LLC | 3,225 | $237.7K | 0.11% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,212 | $236.7K | 0.03% | −99−3.0% | Reduced |
| Bremer Bank National Association | 3,209 | $236.5K | 0.05% | +103+3.3% | Added |
| Sigma Investment Counselors Inc | 3,199 | $235.7K | 0.01% | −1,604−33.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 3,199 | $235.7K | 0.36% | +146+4.8% | Added |
| Meritage Group LP | 3,180 | $234.3K | 0.01% | +3,180 | New |
| Fielder Capital Group LLC | 3,179 | $234.2K | 0.09% | +17+0.5% | Added |
| Vantage Consulting Group Inc | 3,177 | $234.1K | 0.17% | −361−10.2% | Reduced |
| Financial Management Professionals, Inc. | 3,169 | $234.0K | 0.03% | −277−8.0% | Reduced |
| Raffa Wealth Management, LLC | 3,174 | $233.9K | 0.07% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,169 | $233.6K | 0.17% | +2+0.1% | Added |
| Whalerock Point Partners, LLC | 3,166 | $233.3K | 0.06% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,165 | $233.2K | 0.20% | +2+0.1% | Added |
| Stockman Wealth Management, Inc. | 3,161 | $232.9K | 0.04% | −500−13.7% | Reduced |
| Hiley Hunt Wealth Management | 3,146 | $231.8K | 0.14% | +3,146 | New |
| Magellan Asset Management Ltd | 3,140 | $231.4K | 0.00% | +627+25.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,124 | $230.2K | 0.04% | +3,124 | New |
| Plancorp, LLC | 3,108 | $229.0K | 0.01% | +184+6.3% | Added |
| Tobam | 3,107 | $229.0K | 0.04% | −3,432−52.5% | Reduced |
| LJI Wealth Management, LLC | 3,102 | $228.6K | 0.05% | 00.0% | Unchanged |