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 |
|---|---|---|---|---|---|
| TRUE Private Wealth Advisors | 3,084 | $227.3K | 0.03% | −4−0.1% | Reduced |
| Trust Co of Virginia | 3,082 | $227.1K | 0.02% | −30−1.0% | Reduced |
| Red Door Wealth Management, LLC | 3,074 | $226.5K | 0.04% | 00.0% | Unchanged |
| Holderness Investments Co | 3,060 | $225.5K | 0.05% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 3,048 | $224.6K | 0.10% | +3,048 | New |
| Linden Thomas Advisory Services, LLC | 3,045 | $224.4K | 0.03% | +108+3.7% | Added |
| Chicago Trust Co NA | 3,033 | $223.5K | 0.05% | +3,033 | New |
| New Republic Capital, LLC | 3,024 | $222.9K | 0.11% | +76+2.6% | Added |
| CAP Partners, LLC | 3,022 | $222.7K | 0.18% | +174+6.1% | Added |
| First Trust Investment Solutions L.P. | 3,018 | $222.4K | 0.03% | −20−0.7% | Reduced |
| Advisor OS, LLC | 3,011 | $221.9K | 0.02% | −351−10.4% | Reduced |
| Villere St Denis J & Co LLC | 3,000 | $221.1K | 0.02% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 3,000 | $221.1K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,998 | $220.9K | 0.03% | +2,998 | New |
| PFG Advisors | 2,991 | $220.4K | 0.01% | −16,550−84.7% | Reduced |
| Brave Asset Management Inc | 2,988 | $220.2K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,982 | $219.8K | 0.02% | +28+0.9% | Added |
| Highline Wealth Partners LLC | 2,951 | $217.5K | 0.08% | +5+0.2% | Added |
| Pinnacle Bancorp, Inc. | 2,941 | $216.7K | 0.06% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 2,939 | $216.6K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,936 | $216.0K | 0.02% | −3,820−56.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 2,919 | $215.1K | 0.09% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,908 | $214.3K | 0.02% | +2,908 | New |
| Carolinas Wealth Consulting LLC | 2,902 | $213.8K | 0.04% | −301−9.4% | Reduced |
| Bluesphere Advisors, LLC | 2,900 | $213.7K | 0.11% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 2,897 | $213.5K | 0.12% | +2,897 | New |
| Everpar Advisors LLC | 2,897 | $213.5K | 0.11% | +2,897 | New |
| HHM Wealth Advisors, LLC | 2,895 | $213.3K | 0.03% | −238−7.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 2,887 | $212.7K | 0.18% | +10.0% | Added |
| Castleview Partners, LLC | 2,881 | $212.3K | 0.12% | −758−20.8% | Reduced |
| Quent Capital, LLC | 2,873 | $211.7K | 0.02% | +112+4.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,869 | $211.4K | 0.09% | −62−2.1% | Reduced |
| Rocky Mountain Advisers, LLC | 2,855 | $210.4K | 0.07% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,842 | $209.4K | 0.02% | +2,842 | New |
| Collective Family Office LLC | 2,826 | $208.2K | 0.06% | −1,243−30.5% | Reduced |
| Angeles Wealth Management, LLC | 2,814 | $207.4K | 0.02% | −80−2.8% | Reduced |
| Wimmer Associates 1, LLC | 2,804 | $206.6K | 0.11% | −205−6.8% | Reduced |
| Vise Technologies, Inc. | 2,803 | $206.6K | 0.04% | +30+1.1% | Added |
| SMART Wealth LLC | 2,802 | $206.5K | 0.08% | +2,802 | New |
| Bernardo Wealth Planning LLC | 2,801 | $206.4K | 0.06% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 2,796 | $206.3K | 0.09% | −54−1.9% | Reduced |
| Ethos Financial Group, LLC | 2,765 | $204.0K | 0.04% | −1,717−38.3% | Reduced |
| Bruce G. Allen Investments, LLC | 2,766 | $203.8K | 0.17% | +90+3.4% | Added |
| Biltmore Family Office, LLC | 2,746 | $202.4K | 0.04% | +2,746 | New |
| Deseret Mutual Benefit Administrators | 2,638 | $194.4K | 0.09% | +812+44.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,636 | $194.2K | 0.02% | −700−21.0% | Reduced |
| Harbor Investment Advisory, LLC | 8,742 | $191.2K | 0.02% | +58+0.7% | Added |
| Unique Wealth Strategies, LLC | 2,619 | $189.5K | 0.09% | +2,619 | New |
| Riverview Trust Co | 2,555 | $188.3K | 0.18% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,451 | $180.6K | 0.02% | −546−18.2% | Reduced |
| Asset Dedication, LLC | 2,383 | $175.6K | 0.01% | +5+0.2% | Added |
| Oakworth Capital, Inc. | 2,378 | $175.2K | 0.01% | +1,034+76.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,350 | $173.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,282 | $168.1K | 0.01% | +2,282 | New |
| Grove Bank & Trust | 2,272 | $167.4K | 0.03% | −40−1.7% | Reduced |
| Bell Investment Advisors, Inc | 2,250 | $165.8K | 0.03% | +14+0.6% | Added |
| JJJ Advisors Inc. | 2,237 | $164.8K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 2,097 | $154.5K | 0.05% | +242+13.0% | Added |
| LRI Investments, LLC | 2,068 | $152.4K | 0.02% | +1,882+1,011.8% | Added |
| Belmont Capital, LLC | 2,066 | $152.2K | 0.03% | +2,066 | New |
| Hollencrest Capital Management | 2,058 | $151.7K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,987 | $146.4K | 0.11% | +1,987 | New |
| Estabrook Capital Management | 1,895 | $139.6K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,890 | $139.3K | 0.02% | +1,890 | New |
| ORG Partners LLC | 1,891 | $139.0K | 0.02% | +1,877+13,407.1% | Added |
| SWS Partners | 1,883 | $138.8K | 0.04% | +1,883 | New |
| Disciplina Capital Management LLC | 1,843 | $135.8K | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,835 | $135.2K | 0.03% | −550−23.1% | Reduced |
| Larson Financial Group LLC | 1,824 | $134.4K | 0.01% | −779−29.9% | Reduced |
| Farmers & Merchants Investments Inc | 1,811 | $133.5K | 0.00% | −5−0.3% | Reduced |
| Hartford Financial Management Inc. | 1,800 | $132.6K | 0.03% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,788 | $132.0K | 0.01% | −1,250−41.1% | Reduced |
| Mendota Financial Group, LLC | 1,791 | $132.0K | 0.07% | −871−32.7% | Reduced |
| Acropolis Investment Management, LLC | 1,783 | $131.4K | 0.01% | −134−7.0% | Reduced |
| Pinnacle Financial Partners Inc | 1,795 | $129.8K | 0.00% | −92,185−98.1% | Reduced |
| City State Bank | 1,710 | $126.0K | 0.05% | −500−22.6% | Reduced |
| Quarry LP | 1,670 | $123.1K | 0.05% | +1,122+204.7% | Added |
| Vestor Capital, LLC | 1,654 | $122.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,629 | $120.0K | 0.01% | +246+17.8% | Added |
| Horizon Bancorp Inc | 1,626 | $120.0K | 0.06% | +190+13.2% | Added |
| WFA of San Diego, LLC | 1,602 | $118.1K | 0.11% | +1,602 | New |
| Heritage Wealth Advisors | 1,595 | $117.5K | 0.01% | −329−17.1% | Reduced |
| Delta Asset Management LLC | 1,590 | $117.2K | 0.01% | −49−3.0% | Reduced |
| Barrett & Company, Inc. | 1,588 | $117.0K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,559 | $114.9K | 0.07% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,559 | $114.9K | 0.01% | +105+7.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,552 | $114.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,533 | $113.0K | 0.10% | −486−24.1% | Reduced |
| Optimum Investment Advisors | 1,527 | $112.5K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,521 | $112.1K | 0.03% | +76+5.3% | Added |
| State of Wyoming | 1,516 | $111.7K | 0.02% | +58+4.0% | Added |
| Trust Co of Vermont | 1,506 | $111.0K | 0.01% | +69+4.8% | Added |
| Liberty Wealth Management LLC | 69,427 | $110.0K | 0.02% | +69,427 | New |
| Atlantic Trust, LLC | 1,417 | $104.4K | 0.03% | −118−7.7% | Reduced |
| Core Alternative Capital | 1,392 | $102.6K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,341 | $98.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 1,323 | $97.5K | 0.00% | +174+15.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,310 | $96.5K | 0.04% | −20−1.5% | Reduced |
| Ramirez Asset Management, Inc. | 1,300 | $95.8K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,255 | $92.5K | 0.03% | −121−8.8% | Reduced |