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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 28,605 | $1.85M | 0.05% | +28,605 | New |
| CWA Asset Management Group, LLC | 28,664 | $1.86M | 0.10% | +28,664 | New |
| Integrated Investment Consultants, LLC | 104,278 | $1.86M | 0.41% | +75,957+268.2% | Added |
| Two Sigma Securities, LLC | 28,941 | $1.88M | 0.15% | −10,673−26.9% | Reduced |
| Silvercrest Asset Management Group LLC | 29,106 | $1.89M | 0.01% | +3,641+14.3% | Added |
| Xcel Wealth Management, LLC | 29,195 | $1.89M | 0.55% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 29,442 | $1.91M | 0.68% | −3,369−10.3% | Reduced |
| Vestcor Inc | 29,449 | $1.91M | 0.06% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 29,573 | $1.92M | 0.38% | +29,573 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,756 | $1.93M | 0.08% | +3,522+13.4% | Added |
| Argus Investors' Counsel, Inc. | 29,783 | $1.93M | 1.26% | −529−1.7% | Reduced |
| Cove Street Capital, LLC | 29,824 | $1.93M | 1.51% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 29,895 | $1.94M | 0.02% | +3,677+14.0% | Added |
| Capital Advisors Inc | 29,897 | $1.94M | 0.04% | −104−0.3% | Reduced |
| Hudson Canyon Capital Management | 30,050 | $1.95M | 1.26% | +2,114+7.6% | Added |
| Mount Vernon Associates Inc | 30,100 | $1.95M | 1.55% | +950+3.3% | Added |
| Valley National Advisers Inc | 30,155 | $1.95M | 0.35% | −37,510−55.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 30,198 | $1.96M | 0.10% | +8,730+40.7% | Added |
| Great Valley Advisor Group, Inc. | 30,228 | $1.96M | 0.05% | +5,065+20.1% | Added |
| Correct Capital Wealth Management | 30,446 | $1.97M | 0.44% | +1,313+4.5% | Added |
| Chicago Partners Investment Group LLC | 27,536 | $1.97M | 0.07% | −5,313−16.2% | Reduced |
| Financial Partners Group, LLC | 30,477 | $1.98M | 0.74% | +4,854+18.9% | Added |
| Atria Wealth Solutions, Inc. | 30,606 | $1.98M | 0.02% | −18,023−37.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 30,609 | $1.98M | 1.79% | −1,172−3.7% | Reduced |
| Chaney Capital Management, Inc. | 30,723 | $1.99M | 1.12% | +2,645+9.4% | Added |
| Aurora Investment Counsel | 30,786 | $2.00M | 1.08% | +2,853+10.2% | Added |
| Ancora Advisors, LLC | 31,036 | $2.01M | 0.05% | −2,463−7.4% | Reduced |
| Canandaigua National Bank & Trust Co | 31,084 | $2.01M | 0.19% | +290+0.9% | Added |
| Bard Financial Services, Inc. | 31,275 | $2.03M | 0.24% | −2,000−6.0% | Reduced |
| Summit Financial, LLC | 31,607 | $2.05M | 0.08% | +4,150+15.1% | Added |
| Advisory Services Network, LLC | 27,808 | $2.05M | 0.04% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 31,657 | $2.05M | 0.37% | −4,406−12.2% | Reduced |
| Everence Capital Management Inc | 31,780 | $2.06M | 0.13% | −5,690−15.2% | Reduced |
| Capital Investment Advisory Services, LLC | 31,887 | $2.07M | 0.20% | +4,425+16.1% | Added |
| Resonant Capital Advisors, LLC | 31,891 | $2.07M | 0.15% | −1,028−3.1% | Reduced |
| LS Investment Advisors, LLC | 32,097 | $2.08M | 0.31% | −5,864−15.4% | Reduced |
| Teza Capital Management LLC | 32,168 | $2.08M | 0.23% | +32,168 | New |
| Vident Advisory, LLC | 32,207 | $2.09M | 0.05% | +7,033+27.9% | Added |
| Graham Capital Management, L.P. | 32,264 | $2.09M | 0.07% | +15,367+90.9% | Added |
| Jefferies Financial Group Inc. | 32,626 | $2.11M | 0.03% | +1,192+3.8% | Added |
| Strata Wealth Advisors, LLC | 32,784 | $2.12M | 0.68% | −273−0.8% | Reduced |
| Scott & Selber, Inc. | 32,788 | $2.13M | 0.66% | −138−0.4% | Reduced |
| River & Mercantile Asset Management LLP | 32,825 | $2.13M | 0.46% | +1,924+6.2% | Added |
| Johnson Investment Counsel Inc | 33,077 | $2.14M | 0.02% | +1,051+3.3% | Added |
| Skylands Capital, LLC | 33,100 | $2.15M | 0.29% | +19,100+136.4% | Added |
| Chemistry Wealth Management LLC | 33,151 | $2.15M | 0.51% | +115+0.3% | Added |
| Beacon Financial Group | 33,208 | $2.15M | 0.23% | +174+0.5% | Added |
| Stephens Inc | 33,298 | $2.16M | 0.03% | −7,141−17.7% | Reduced |
| Twin City Private Wealth, LLC | 33,312 | $2.16M | 1.87% | +2,697+8.8% | Added |
| IFG Advisory, LLC | 33,373 | $2.16M | 0.14% | −303−0.9% | Reduced |
| Kinneret Advisory, LLC | 33,491 | $2.17M | 0.20% | −439−1.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 33,800 | $2.19M | 0.26% | 00.0% | Unchanged |
| GFG Capital, LLC | 38,310 | $2.20M | 0.89% | +1,234+3.3% | Added |
| Illinois Municipal Retirement Fund | 33,960 | $2.20M | 0.03% | −9,890−22.6% | Reduced |
| Balyasny Asset Management LLC | 34,220 | $2.22M | 0.01% | +16,008+87.9% | Added |
| West Oak Capital, LLC | 34,572 | $2.24M | 0.42% | +3,607+11.6% | Added |
| United Services Automobile Association | 34,643 | $2.25M | 0.06% | −7,661−18.1% | Reduced |
| Anson Funds Management LP | 35,000 | $2.27M | 0.33% | +35,000 | New |
| Buckingham Capital Management, Inc. | 35,005 | $2.27M | 0.26% | −5,552−13.7% | Reduced |
| Epoch Investment Partners, Inc. | 35,642 | $2.31M | 0.01% | +7,205+25.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 35,792 | $2.32M | 0.19% | +3,051+9.3% | Added |
| GPM Growth Investors, Inc. | 35,843 | $2.32M | 0.97% | −10,103−22.0% | Reduced |
| Webster Bank, N. A. | 36,066 | $2.34M | 0.25% | −4,928−12.0% | Reduced |
| Anchor Investment Management, LLC | 36,229 | $2.35M | 0.22% | +3,637+11.2% | Added |
| Sciencast Management LP | 36,277 | $2.35M | 0.70% | +36,277 | New |
| Intech Investment Management LLC | 36,281 | $2.35M | 0.03% | +11,087+44.0% | Added |
| Sterling Investment Advisors, Ltd. | 36,451 | $2.36M | 0.60% | −9,249−20.2% | Reduced |
| Tower Research Capital LLC (TRC) | 36,523 | $2.37M | 0.06% | −43,424−54.3% | Reduced |
| D L Carlson Investment Group Inc | 36,577 | $2.37M | 0.43% | −10,852−22.9% | Reduced |
| Main Street Research LLC | 36,624 | $2.37M | 0.15% | −365,533−90.9% | Reduced |
| Cascade Investment Advisors, Inc. | 37,255 | $2.41M | 1.54% | +5,730+18.2% | Added |
| Stableford Capital II LLC | 35,737 | $2.42M | 0.97% | +2,617+7.9% | Added |
| HF Advisory Group, LLC | 37,377 | $2.42M | 1.13% | +7,348+24.5% | Added |
| Oliver Luxxe Assets LLC | 37,468 | $2.43M | 0.43% | +1,432+4.0% | Added |
| Nelson Capital Management, LLC | 37,510 | $2.43M | 0.41% | +543+1.5% | Added |
| Choate Investment Advisors | 37,636 | $2.44M | 0.06% | −74,055−66.3% | Reduced |
| Warren Averett Asset Management, LLC | 37,736 | $2.45M | 0.05% | −3,064−7.5% | Reduced |
| Compass Wealth Management LLC | 37,830 | $2.45M | 0.58% | −3,879−9.3% | Reduced |
| Linscomb & Williams, Inc. | 38,096 | $2.47M | 0.12% | +338+0.9% | Added |
| Apollon Wealth Management, LLC | 38,218 | $2.48M | 0.07% | −3,283−7.9% | Reduced |
| Valeo Financial Advisors, LLC | 38,262 | $2.48M | 0.07% | −406−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 38,381 | $2.49M | 0.02% | −1,409−3.5% | Reduced |
| Grimes & Company, Inc. | 38,452 | $2.49M | 0.07% | −104,401−73.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 38,578 | $2.50M | 0.04% | −5,805−13.1% | Reduced |
| Colonial Trust Co | 38,762 | $2.51M | 0.39% | −1,351−3.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 38,808 | $2.52M | 1.35% | +457+1.2% | Added |
| Fundamentun, LLC | 38,926 | $2.52M | 0.18% | +2,609+7.2% | Added |
| Red Spruce Capital, LLC | 39,203 | $2.54M | 1.16% | −1,283−3.2% | Reduced |
| Parallel Advisors, LLC | 39,798 | $2.58M | 0.06% | −3,129−7.3% | Reduced |
| Capstone Investment Advisors, LLC | 39,880 | $2.58M | 0.05% | +29,780+294.9% | Added |
| HighPoint Advisor Group LLC | 36,615 | $2.60M | 0.15% | −994−2.6% | Reduced |
| Drucker Wealth 3.0, LLC | 40,117 | $2.60M | 0.62% | +742+1.9% | Added |
| Independent Advisor Alliance | 40,210 | $2.61M | 0.09% | +7,301+22.2% | Added |
| 180 Wealth Advisors, LLC | 40,776 | $2.64M | 0.42% | +1,631+4.2% | Added |
| Dakota Wealth Management | 40,785 | $2.64M | 0.06% | −2,877−6.6% | Reduced |
| Greenup Street Wealth Management LLC | 40,858 | $2.65M | 0.55% | −27−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 40,955 | $2.65M | 0.03% | +408+1.0% | Added |
| Hamilton Capital Partners Inc. | 41,491 | $2.69M | 0.23% | +11,828+39.9% | Added |
| Siemens Fonds Invest GmbH | 41,816 | $2.71M | 0.22% | −655−1.5% | Reduced |
| Horan Capital Advisors, LLC. | 42,050 | $2.73M | 0.91% | −573−1.3% | Reduced |