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 |
|---|---|---|---|---|---|
| Wesleyan Assurance Society | 1,250 | $92.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,246 | $91.8K | 0.01% | +33+2.7% | Added |
| Toth Financial Advisory Corp | 1,232 | $90.8K | 0.01% | +131+11.9% | Added |
| Capital Advisors, Ltd. LLC | 1,185 | $87.0K | 0.01% | +420+54.9% | Added |
| Fairfield Financial Advisors, LTD | 1,173 | $86.4K | 0.03% | +1,173 | New |
| Pacifica Partners Inc. | 1,110 | $82.3K | 0.04% | +45+4.2% | Added |
| Monetary Management Group Inc | 1,100 | $81.1K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,081 | $79.7K | 0.06% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,075 | $79.2K | 0.03% | +8+0.7% | Added |
| 1620 Investment Advisors, Inc. | 1,056 | $77.8K | 0.06% | +1,056 | New |
| Concord Wealth Partners | 967 | $71.3K | 0.01% | −1,916−66.5% | Reduced |
| West Paces Advisors Inc. | 940 | $69.3K | 0.02% | −22−2.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 926 | $68.2K | 0.05% | 00.0% | Unchanged |
| Caitlin John, LLC | 910 | $67.1K | 0.05% | +188+26.0% | Added |
| AdvisorNet Financial, Inc | 903 | $66.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 905 | $66.0K | 0.04% | +48+5.6% | Added |
| Family Firm, Inc. | 887 | $65.4K | 0.01% | +887 | New |
| Hantz Financial Services, Inc. | 876 | $65.0K | 0.00% | +89+11.3% | Added |
| SRS Capital Advisors, Inc. | 877 | $64.7K | 0.01% | +391+80.5% | Added |
| IAG Wealth Partners, LLC | 843 | $62.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 817 | $60.2K | 0.03% | −8−1.0% | Reduced |
| Crewe Advisors LLC | 813 | $59.9K | 0.01% | +534+191.4% | Added |
| Criterion Capital Advisors, LLC | 798 | $58.8K | 0.04% | −1−0.1% | Reduced |
| Zions Bancorporation, N.A. | 793 | $58.4K | 0.00% | −190−19.3% | Reduced |
| Painted Porch Advisors LLC | 775 | $57.1K | 0.03% | +775 | New |
| Raleigh Capital Management Inc. | 764 | $56.3K | 0.02% | +34+4.7% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 765 | $55.3K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 752 | $55.3K | 0.04% | −75−9.1% | Reduced |
| Salomon & Ludwin, LLC | 747 | $55.0K | 0.01% | −31−4.0% | Reduced |
| Founders Financial Alliance, LLC | 722 | $53.2K | 0.02% | +722 | New |
| Field & Main Bank | 700 | $51.6K | 0.02% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 650 | $47.9K | 0.04% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 635 | $46.8K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 625 | $46.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 620 | $45.7K | 0.01% | +43+7.5% | Added |
| Glass Jacobson Investment Advisors llc | 615 | $45.3K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 610 | $45.0K | 0.03% | 00.0% | Unchanged |
| Gould Capital, LLC | 600 | $44.2K | 0.03% | 00.0% | Unchanged |
| WD Rutherford LLC | 580 | $42.7K | 0.02% | −345−37.3% | Reduced |
| Gen-Wealth Partners Inc | 571 | $42.1K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 565 | $41.6K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 561 | $41.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 556 | $41.0K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 558 | $41.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 555 | $40.9K | 0.01% | +417+302.2% | Added |
| Loomis Sayles & Co L P | 541 | $40.0K | 0.00% | +11+2.1% | Added |
| Tyler-Stone Wealth Management | 514 | $37.8K | 0.02% | +2+0.4% | Added |
| PSI Advisors, LLC | 509 | $37.5K | 0.01% | −74−12.7% | Reduced |
| Wiser Advisor Group LLC | 509 | $37.4K | 0.06% | +3+0.6% | Added |
| Hall Laurie J Trustee | 500 | $37.0K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 502 | $37.0K | 0.00% | −1,423−73.9% | Reduced |
| North Star Investment Management Corp. | 500 | $36.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 450 | $33.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 447 | $32.9K | 0.01% | −633−58.6% | Reduced |
| Key Financial Inc | 447 | $32.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 440 | $32.4K | 0.03% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 435 | $32.1K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 431 | $31.8K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 434 | $31.4K | 0.01% | −9−2.0% | Reduced |
| Rakuten Securities, Inc. | 422 | $31.1K | 0.01% | −2,168−83.7% | Reduced |
| NCP Inc. | 418 | $30.7K | 0.02% | −61−12.7% | Reduced |
| Mizuho Securities Co. Ltd. | 400 | $29.5K | 0.07% | +400 | New |
| CGC Financial Services, LLC | 400 | $29.5K | 0.01% | +400 | New |
| Meeder Asset Management Inc | 398 | $29.3K | 0.00% | +16+4.2% | Added |
| Cedar Mountain Advisors, LLC | 394 | $29.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 392 | $28.9K | 0.00% | −7−1.8% | Reduced |
| Fortitude Family Office, LLC | 389 | $28.7K | 0.02% | +192+97.5% | Added |
| Missouri Trust & Investment Co | 378 | $27.9K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 395 | $27.2K | 0.02% | +395 | New |
| Kelly Financial Services LLC | 360 | $26.5K | 0.01% | +84+30.4% | Added |
| Caldwell Sutter Capital, Inc. | 354 | $26.1K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 352 | $25.8K | 0.01% | −70−16.6% | Reduced |
| Country Trust Bank | 350 | $25.8K | 0.00% | +350 | New |
| Private Wealth Management Group, LLC | 333 | $24.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 378 | $24.5K | 0.01% | +115+43.7% | Added |
| Stone House Investment Management, LLC | 326 | $24.0K | 0.01% | −27−7.6% | Reduced |
| Bear Mountain Capital, Inc. | 315 | $23.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 322 | $23.7K | 0.00% | +22+7.3% | Added |
| Investors Research Corp | 319 | $23.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 317 | $23.3K | 0.02% | +58+22.4% | Added |
| Ransom Advisory, Ltd | 300 | $22.1K | 0.01% | +300 | New |
| Bogart Wealth, LLC | 294 | $21.6K | 0.00% | −381−56.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 292 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 290 | $21.4K | 0.01% | +1+0.3% | Added |
| True Wealth Design, LLC | 289 | $21.3K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 283 | $20.9K | 0.01% | +133+88.7% | Added |
| Trifecta Capital Advisors, LLC | 282 | $20.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 277 | $20.4K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 275 | $20.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 269 | $19.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 267 | $19.6K | 0.01% | +3+1.1% | Added |
| Beacon Capital Management, LLC | 261 | $19.3K | 0.00% | −159−37.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 261 | $19.2K | 0.01% | +12+4.8% | Added |
| Cassady Schiller Wealth Management, LLC | 259 | $19.1K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 271 | $19.0K | 0.01% | +271 | New |
| Abound Wealth Management | 258 | $19.0K | 0.01% | −14−5.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 256 | $18.9K | 0.00% | +256 | New |
| HighMark Wealth Management LLC | 250 | $18.4K | 0.01% | +28+12.6% | Added |
| Washington Trust Advisors, Inc. | 238 | $17.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 225 | $16.6K | 0.00% | 00.0% | Unchanged |