Skip to main content

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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q3 2024

Institutional positions in Schwab Charles Corp as of Sep 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
1,857
−20 vs. Q2 2024
Shares held
1.49B
+87.7M (+6.3%) vs. Q2 2024
Total value
$96.3B
−$6.61B (−6.4%) vs. Q2 2024
New holders
147
743 more added
Sold out
167
743 more reduced

22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,857 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ3 2024: $96.3B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2024.

Institutions holding SCHW in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Harvest Fund Management Co., Ltd4$00.00%−7,567−99.9%Reduced
Pacific Center for Financial Services0$80.00%0Unchanged
Dogwood Wealth Management LLC0$140.00%0Unchanged
Laurel Wealth Advisors LLC1$650.00%00.0%Unchanged
West Branch Capital LLC1$650.00%+1New
Evergreen Private Wealth LLC2$1300.00%00.0%Unchanged
Y.D. More Investments Ltd830$1450.00%+40+5.1%Added
Aspect Partners, LLC4$2590.00%−44−91.7%Reduced
NVWM, LLC8$5180.00%00.0%Unchanged
Cedar Wealth Management, LLC10$6480.00%00.0%Unchanged
ClariVest Asset Management LLC14$1.03K0.00%00.0%Unchanged
JDM Financial Group LLC16$1.04K0.00%+16New
Planned Solutions, Inc.17$1.09K0.00%+17New
Robinswood Financial LLC17$1.10K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.17$1.12K0.00%−1,039−98.4%Reduced
Rakuten Securities, Inc.18$1.17K0.00%−404−95.7%Reduced
Claris Advisors, LLC18$1.17K0.00%+18New
Kimelman & Baird, LLC19$1.23K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.20$1.31K0.00%+2+11.1%Added
Blue Bell Private Wealth Management, LLC20$1.33K0.00%−249−92.6%Reduced
WestEnd Advisors, LLC28$1.81K0.00%+3+12.0%Added
DecisionPoint Financial, LLC28$1.82K0.00%00.0%Unchanged
Coastal Investment Advisors, Inc.31$2.10K0.00%−16,638−99.8%Reduced
Paladin Wealth, LLC37$2.40K0.00%+37New
Ruedi Wealth Management, Inc.40$2.59K0.00%−40−50.0%Reduced
Knuff & Co LLC43$2.77K0.00%+43New
PayPay Securities Corp43$2.79K0.25%−16−27.1%Reduced
Hoey Investments, Inc39$2.87K0.00%00.0%Unchanged
Westend Capital Management, LLC45$2.92K0.00%00.0%Unchanged
Bangor Savings Bank46$2.98K0.00%+46Added
HBC Financial Services, PLLC50$3.00K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc50$3.24K0.00%−206−80.5%Reduced
Tidemark, LLC51$3.31K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC51$3.32K0.00%00.0%Unchanged
Clear Point Advisors Inc.51$3.32K0.00%00.0%Unchanged
South State Corp.52$3.37K0.00%00.0%Unchanged
Paladin Advisory Group, LLC52$3.37K0.00%00.0%Unchanged
First Command Advisory Services, Inc.55$3.56K0.00%+55New
Eagle Bay Advisors LLC60$3.89K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.62$4.02K0.00%00.0%Unchanged
Wolff Wiese Magana LLC62$4.04K0.00%+26+72.2%Added
First United Bank Trust65$4.21K0.00%00.0%Unchanged
TFC Financial Management67$4.35K0.00%−380−85.0%Reduced
Global Trust Asset Management, LLC71$4.60K0.00%−100−58.5%Reduced
DiNuzzo Private Wealth, Inc.76$4.93K0.00%−1−1.3%Reduced
Avion Wealth90$5.00K0.00%−30−25.0%Reduced
Foster Dykema Cabot & Partners, LLC83$5.38K0.00%−95−53.4%Reduced
Global Wealth Strategies & Associates83$5.38K0.00%+83New
Cherry Tree Wealth Management, LLC87$5.65K0.00%00.0%Unchanged
American National Bank90$5.83K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC102$6.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC95$6.16K0.00%+79+493.8%Added
Reston Wealth Management LLC100$6.48K0.00%+100New
Penserra Capital Management LLC117$7.00K0.00%−30−20.4%Reduced
Robbins Farley LLC108$7.00K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$7.19K0.00%00.0%Unchanged
Horizon Financial Services, LLC113$7.32K0.00%00.0%Unchanged
MRP Capital Investments, LLC115$7.45K0.01%+115New
Old Point Trust & Financial Services N A116$7.52K0.00%00.0%Unchanged
Center for Financial Planning, Inc.118$7.65K0.00%00.0%Unchanged
First Pacific Financial125$8.10K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.130$8.43K0.00%+130New
McIlrath & Eck, LLC131$8.50K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.137$8.86K0.00%+104+315.2%Added
Godsey & Gibb Associates139$9.01K0.00%+139New
New England Capital Financial Advisors LLC141$9.17K0.00%00.0%Unchanged
Sittner & Nelson, LLC142$9.20K0.00%00.0%Unchanged
Creative Capital Management Investments LLC145$9.40K0.00%00.0%Unchanged
Red Tortoise LLC148$9.59K0.00%00.0%Unchanged
Gables Capital Management Inc.149$9.66K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC150$9.72K0.01%+100+200.0%Added
REAP Financial Group, LLC150$9.72K0.00%+150New
CarsonAllaria Wealth Management, Ltd.151$9.79K0.01%+151New
Hoese & Co LLP152$9.85K0.01%00.0%Unchanged
PrairieView Partners, LLC162$10.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC158$10.2K0.00%−25−13.7%Reduced
Winch Advisory Services, LLC162$10.5K0.00%00.0%Unchanged
Adirondack Trust Co165$10.7K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC170$11.1K0.00%−1−0.6%Reduced
EnRich Financial Partners LLC175$11.3K0.00%00.0%Unchanged
Clear Investment Research, LLC180$11.7K0.02%00.0%Unchanged
CoreFirst Bank & Trust182$11.8K0.01%+182New
Fairman Group, LLC184$11.9K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC186$12.0K0.00%+1+0.5%Added
First Community Trust NA188$12.2K0.01%00.0%Unchanged
Gleason Group, Inc.192$12.4K0.00%+1+0.5%Added
Silicon Valley Capital Partners197$12.8K0.00%+1+0.5%Added
Halpern Financial, Inc.202$12.8K0.00%00.0%Unchanged
Westside Investment Management, Inc.200$13.0K0.00%−25−11.1%Reduced
HighMark Wealth Management LLC209$13.5K0.01%−41−16.4%Reduced
Arlington Trust Co LLC211$13.7K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC211$13.7K0.01%+154+270.2%Added
Dunhill Financial, LLC213$13.8K0.01%+82+62.6%Added
Legacy Investment Solutions, LLC177$13.9K0.01%+177New
Legacy Wealth Managment, LLC177$13.9K0.01%+177New
BOK Financial Private Wealth, Inc.214$13.9K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc224$14.0K0.01%+224New
Glen Eagle Advisors, LLC217$14.1K0.00%00.0%Unchanged
Wolverine Asset Management LLC220$14.3K0.00%+220New
Riggs Asset Managment Co. Inc.225$14.6K0.00%−36−13.8%Reduced