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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 217 | $16.0K | 0.00% | +155+250.0% | Added |
| BOK Financial Private Wealth, Inc. | 214 | $15.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 211 | $15.5K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 209 | $15.0K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 203 | $15.0K | 0.01% | +203 | New |
| Halpern Financial, Inc. | 202 | $14.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 196 | $14.4K | 0.00% | +1+0.5% | Added |
| Gleason Group, Inc. | 191 | $14.1K | 0.00% | +1+0.5% | Added |
| First Community Trust NA | 188 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 185 | $13.6K | 0.00% | +11+6.3% | Added |
| Fairman Group, LLC | 184 | $13.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 183 | $13.5K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 180 | $13.3K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 178 | $13.1K | 0.00% | −34−16.0% | Reduced |
| EnRich Financial Partners LLC | 175 | $12.9K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 171 | $12.6K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 171 | $12.6K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 165 | $12.2K | 0.00% | −8−4.6% | Reduced |
| Winch Advisory Services, LLC | 162 | $11.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 161 | $11.8K | 0.00% | −14−8.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 163 | $11.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 159 | $11.7K | 0.00% | +12+8.2% | Added |
| Institutional & Family Asset Management, LLC | 158 | $11.6K | 0.00% | −68−30.1% | Reduced |
| Cornerstone Planning Group LLC | 184 | $11.5K | 0.00% | +1+0.5% | Added |
| Hoese & Co LLP | 152 | $11.1K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 162 | $11.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 147 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 149 | $11.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 148 | $10.9K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 145 | $10.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 142 | $10.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 141 | $10.4K | 0.01% | +1+0.7% | Added |
| Sound Income Strategies, LLC | 136 | $10.0K | 0.00% | +13+10.6% | Added |
| Dunhill Financial, LLC | 131 | $9.66K | 0.01% | +2+1.6% | Added |
| McIlrath & Eck, LLC | 131 | $9.65K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 126 | $9.29K | 0.00% | +126 | New |
| First Pacific Financial | 125 | $9.21K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 123 | $9.10K | 0.00% | −13−9.6% | Reduced |
| Hershey Financial Advisers, LLC | 122 | $8.99K | 0.01% | +122 | New |
| Icon Advisers Inc | 120 | $8.84K | 0.00% | +120 | New |
| BFSG, LLC | 118 | $8.70K | 0.00% | −82−41.0% | Reduced |
| Center for Financial Planning, Inc. | 118 | $8.70K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 116 | $8.55K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 113 | $8.33K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 120 | $8.00K | 0.00% | +21+21.2% | Added |
| Robbins Farley LLC | 108 | $7.96K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 103 | $7.59K | 0.00% | +103 | New |
| ICA Group Wealth Management, LLC | 100 | $7.37K | 0.00% | −30−23.1% | Reduced |
| Miller Wealth Advisors, LLC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 102 | $7.00K | 0.00% | −133−56.6% | Reduced |
| RFP Financial Group LLC | 94 | $6.93K | 0.00% | −126−57.3% | Reduced |
| Armstrong Advisory Group, Inc | 91 | $6.71K | 0.00% | −141−60.8% | Reduced |
| American National Bank | 90 | $6.63K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 87 | $6.43K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 82 | $6.04K | 0.00% | +17+26.2% | Added |
| Ruedi Wealth Management, Inc. | 80 | $5.89K | 0.00% | +80 | New |
| DiNuzzo Private Wealth, Inc. | 77 | $5.67K | 0.00% | +13+20.3% | Added |
| Fairway Wealth LLC | 73 | $5.38K | 0.00% | +73 | New |
| Activest Wealth Management | 71 | $5.20K | 0.00% | +1+1.4% | Added |
| First United Bank Trust | 65 | $4.79K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 62 | $4.57K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 60 | $4.42K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 59 | $4.35K | 0.36% | −5−7.8% | Reduced |
| South State Corp. | 52 | $3.83K | 0.00% | +52 | New |
| Paladin Advisory Group, LLC | 52 | $3.82K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 51 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 51 | $3.76K | 0.00% | +1+2.0% | Added |
| Tidemark, LLC | 51 | $3.76K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 57 | $3.75K | 0.00% | +57 | New |
| Newbridge Financial Services Group, Inc. | 50 | $3.69K | 0.00% | −115−69.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 48 | $3.54K | 0.00% | −11−18.6% | Reduced |
| Custom Portfolio Group LLC | 47 | $3.46K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 46 | $3.39K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 45 | $3.30K | 0.00% | −118−72.4% | Reduced |
| HBC Financial Services, PLLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 39 | $2.87K | 0.00% | −500−92.8% | Reduced |
| Wolff Wiese Magana LLC | 36 | $2.68K | 0.00% | +26+260.0% | Added |
| Camelot Portfolios, LLC | 30 | $2.21K | 0.00% | +30 | New |
| Strategic Investment Solutions, Inc. | 33 | $2.13K | 0.00% | +33 | New |
| Strengthening Families & Communities, LLC | 24 | $2.00K | 0.00% | +24 | New |
| WestEnd Advisors, LLC | 25 | $1.84K | 0.00% | +19+316.7% | Added |
| DecisionPoint Financial, LLC | 28 | $1.83K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 19 | $1.40K | 0.00% | +19 | New |
| DHJJ Financial Advisors, Ltd. | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $1.03K | 0.00% | −260−94.9% | Reduced |
| ClariVest Asset Management LLC | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $737 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $590 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 7 | $516 | 0.00% | +7 | New |
| Y.D. More Investments Ltd | 790 | $155 | 0.00% | +790 | New |
| Evergreen Private Wealth LLC | 2 | $147 | 0.00% | −215−99.1% | Reduced |
| Laurel Wealth Advisors LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 0 | $35 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $9 | 0.00% | 0 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,273,057−100.0% | Sold out |