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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 225 | $14.6K | 0.01% | +102+82.9% | Added |
| Prestige Wealth Management Group LLC | 232 | $15.0K | 0.00% | −3,730−94.1% | Reduced |
| Cornerstone Planning Group LLC | 227 | $16.3K | 0.00% | +43+23.4% | Added |
| DSM Capital Partners LLC | 258 | $16.7K | 0.00% | −1,334,311−100.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 259 | $16.8K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 271 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 267 | $17.3K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 268 | $17.3K | 0.01% | −150−35.9% | Reduced |
| Stone House Investment Management, LLC | 269 | $17.4K | 0.00% | −57−17.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 275 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 276 | $17.9K | 0.00% | −18−6.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 277 | $18.0K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 282 | $18.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 283 | $18.3K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 287 | $18.6K | 0.01% | −30−9.5% | Reduced |
| Raffa Wealth Management, LLC | 290 | $18.8K | 0.00% | −2,884−90.9% | Reduced |
| Bellevue Asset Management, LLC | 291 | $18.9K | 0.01% | +1+0.3% | Added |
| Abound Wealth Management | 292 | $18.9K | 0.01% | +34+13.2% | Added |
| Beaird Harris Wealth Management, LLC | 292 | $18.9K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 293 | $19.0K | 0.00% | +293 | New |
| Battery Global Advisors, LLC | 297 | $19.3K | 0.01% | +297 | New |
| Ransom Advisory, Ltd | 300 | $19.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 313 | $20.3K | 0.01% | −65−17.2% | Reduced |
| Investors Research Corp | 319 | $20.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 320 | $20.7K | 0.00% | −2−0.6% | Reduced |
| Private Wealth Management Group, LLC | 331 | $21.5K | 0.01% | −2−0.6% | Reduced |
| Beacon Capital Management, LLC | 338 | $21.9K | 0.00% | +77+29.5% | Added |
| Versant Capital Management, Inc | 344 | $22.3K | 0.01% | −211−38.0% | Reduced |
| Bear Mountain Capital, Inc. | 315 | $22.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 350 | $22.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 352 | $22.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 354 | $22.9K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 363 | $23.5K | 0.01% | +204+128.3% | Added |
| BFSG, LLC | 373 | $24.2K | 0.00% | +255+216.1% | Added |
| Missouri Trust & Investment Co | 378 | $24.5K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 383 | $24.8K | 0.01% | +383 | New |
| Washington Trust Advisors, Inc. | 387 | $25.1K | 0.00% | +149+62.6% | Added |
| American Capital Advisory, LLC | 395 | $25.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 395 | $25.6K | 0.01% | +1+0.3% | Added |
| Frazier Financial Advisors, LLC | 397 | $25.7K | 0.02% | −43−9.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 399 | $25.8K | 0.00% | +399 | New |
| CGC Financial Services, LLC | 400 | $25.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 410 | $26.6K | 0.00% | +12+3.0% | Added |
| Tributary Capital Management, LLC | 431 | $27.9K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 435 | $28.2K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 460 | $29.8K | 0.00% | −287−38.4% | Reduced |
| Key Financial Inc | 462 | $29.9K | 0.01% | +15+3.4% | Added |
| Reuter James Wealth Management, LLC | 482 | $31.2K | 0.01% | +482 | New |
| Your Advocates Ltd., LLP | 434 | $31.4K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $32.0K | 0.02% | +500 | New |
| J.Safra Asset Management Corp | 502 | $32.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $32.4K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $32.4K | 0.02% | +500 | New |
| PSI Advisors, LLC | 509 | $33.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 509 | $33.0K | 0.02% | +509 | New |
| Hazlett, Burt & Watson, Inc. | 514 | $33.0K | 0.02% | +514 | New |
| Wiser Advisor Group LLC | 510 | $33.1K | 0.05% | +1+0.2% | Added |
| Aster Capital Management (DIFC) Ltd | 512 | $33.2K | 0.01% | +512 | New |
| Peterson Financial Group, Inc. | 537 | $34.8K | 0.13% | +537 | New |
| TD Waterhouse Canada Inc. | 561 | $35.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 550 | $36.0K | 0.00% | +9+1.7% | Added |
| Fortitude Family Office, LLC | 558 | $36.2K | 0.01% | +169+43.4% | Added |
| Carolina Wealth Advisors, LLC | 565 | $36.6K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 596 | $38.7K | 0.01% | −24−3.9% | Reduced |
| Partnership Wealth Management, LLC | 600 | $38.9K | 0.03% | −50−7.7% | Reduced |
| Gould Capital, LLC | 600 | $38.9K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 607 | $39.3K | 0.00% | −8,710−93.5% | Reduced |
| Costello Asset Management, INC | 610 | $39.5K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 616 | $39.9K | 0.01% | +1+0.2% | Added |
| Arrow Financial Corp | 625 | $40.5K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 635 | $41.2K | 0.04% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 637 | $41.3K | 0.01% | +637 | New |
| West Paces Advisors Inc. | 655 | $42.5K | 0.01% | −285−30.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 659 | $42.7K | 0.02% | −106−13.9% | Reduced |
| Zions Bancorporation, N.A. | 662 | $42.9K | 0.00% | −131−16.5% | Reduced |
| Byrne Asset Management LLC | 667 | $43.2K | 0.03% | −85−11.3% | Reduced |
| Hobbs Group Advisors, LLC | 696 | $45.1K | 0.02% | −5,025−87.8% | Reduced |
| Field & Main Bank | 700 | $45.4K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 705 | $45.7K | 0.01% | −138−16.4% | Reduced |
| Founders Financial Alliance, LLC | 722 | $46.8K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 775 | $50.2K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 786 | $51.0K | 0.00% | −90−10.3% | Reduced |
| Monetary Management Group Inc | 800 | $51.8K | 0.01% | −300−27.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 807 | $52.3K | 0.00% | −189,964−99.6% | Reduced |
| Hollencrest Capital Management | 810 | $52.5K | 0.00% | −1,248−60.6% | Reduced |
| Rise Advisors, LLC | 820 | $53.2K | 0.03% | +3+0.4% | Added |
| Washington Trust Co | 841 | $54.5K | 0.00% | −482−36.4% | Reduced |
| Redmont Wealth Advisors LLC | 848 | $55.0K | 0.09% | −7,846−90.2% | Reduced |
| Crewe Advisors LLC | 861 | $55.8K | 0.01% | +48+5.9% | Added |
| AdvisorNet Financial, Inc | 904 | $58.6K | 0.00% | +1+0.1% | Added |
| Criterion Capital Advisors, LLC | 798 | $58.8K | 0.04% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 909 | $58.9K | 0.04% | −17−1.8% | Reduced |
| Covestor Ltd | 930 | $60.0K | 0.04% | +25+2.8% | Added |
| Ashton Thomas Securities, LLC | 935 | $60.6K | 0.01% | +935 | New |
| WR Wealth Planners, LLC | 947 | $61.4K | 0.02% | −574−37.7% | Reduced |
| Fairfield Financial Advisors, LTD | 950 | $61.6K | 0.02% | −223−19.0% | Reduced |
| Wintrust Investments LLC | 971 | $62.0K | 0.05% | −9,473−90.7% | Reduced |
| Raleigh Capital Management Inc. | 1,010 | $65.4K | 0.03% | +246+32.2% | Added |
| Sound Income Strategies, LLC | 1,064 | $69.0K | 0.00% | +928+682.4% | Added |