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 29 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 |
|---|---|---|---|---|---|
| PointState Capital LP | 0 | $0 | 0.00% | −913,556−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −419,449−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −358,483−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −343,437−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −154,865−100.0% | Sold out |
| Mill Capital Management, LLC | 0 | $0 | 0.00% | −151,231−100.0% | Sold out |
| Coalescence Partners Investment Management, LP | 0 | $0 | 0.00% | −132,721−100.0% | Sold out |
| RedJay Asset Management Inc. | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −84,600−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −81,183−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −74,522−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −62,401−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −60,024−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −48,482−100.0% | Sold out |
| Coombe, Bender & Co LLC | 0 | $0 | 0.00% | −44,847−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −32,493−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −32,193−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,697−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −30,733−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −29,028−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −28,899−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −27,712−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −26,150−100.0% | Sold out |
| Tealwood Asset Management Inc | 0 | $0 | 0.00% | −25,467−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −25,355−100.0% | Sold out |
| Second Line Capital, LLC | 0 | $0 | 0.00% | −21,983−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −19,323−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −13,145−100.0% | Sold out |
| Worm Capital, LLC | 0 | $0 | 0.00% | −12,022−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −11,992−100.0% | Sold out |
| Wilsey Asset Management Inc | 0 | $0 | 0.00% | −11,592−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −9,074−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −8,392−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −8,176−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −8,118−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,236−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −7,040−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −6,974−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −6,511−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −6,205−100.0% | Sold out |
| Financial Advisory Service, Inc. | 0 | $0 | 0.00% | −5,972−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −5,881−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −6,522−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,566−100.0% | Sold out |
| Traphagen Investment Advisors LLC | 0 | $0 | 0.00% | −4,887−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −4,836−100.0% | Sold out |
| Hall Capital Management Co Inc | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −4,793−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −4,741−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,719−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −4,818−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −4,498−100.0% | Sold out |
| Envoi LLC | 0 | $0 | 0.00% | −4,325−100.0% | Sold out |
| Triangle Securities Wealth Management | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Per Stirling Capital Management, LLC. | 0 | $0 | 0.00% | −3,982−100.0% | Sold out |
| Ycg, LLC | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,795−100.0% | Sold out |
| Narus Financial Partners, LLC | 0 | $0 | 0.00% | −3,774−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −3,732−100.0% | Sold out |
| Landaas & Co | 0 | $0 | 0.00% | −3,621−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Trinity Financial Advisors LLC | 0 | $0 | 0.00% | −3,163−100.0% | Sold out |
| Towerpoint Wealth, LLC | 0 | $0 | 0.00% | −3,082−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Fermata Advisors, LLC | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
| Acas, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −2,868−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −2,846−100.0% | Sold out |
| Aspire Capital Advisors LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| New Potomac Partners, LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Prospect Financial Services LLC | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Gratus Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,761−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,110−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −1,077−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |