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, 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 | 2,173 | $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, 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 |
|---|---|---|---|---|---|
| Black Swift Group, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Future Fund LLC | 0 | $0 | 0.00% | −16,004−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −15,813−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −14,503−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −14,004−100.0% | Sold out |
| Wolf Group Capital Advisors | 0 | $0 | 0.00% | −13,886−100.0% | Sold out |
| Brown Financial Advisors | 0 | $0 | 0.00% | −13,441−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −12,791−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −11,654−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −10,270−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Omega Financial Group, LLC | 0 | $0 | 0.00% | −9,243−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −8,741−100.0% | Sold out |
| Napatree Capital LLC | 0 | $0 | 0.00% | −8,725−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −8,638−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −8,049−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −7,623−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −7,406−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −7,129−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −6,739−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −6,519−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −30,278−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,176−100.0% | Sold out |
| Massachusetts Wealth Management | 0 | $0 | 0.00% | −6,125−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −5,809−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −5,632−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −5,590−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,428−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −4,723−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −4,567−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −4,557−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −4,479−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −4,215−100.0% | Sold out |
| W.H. Cornerstone Investments Inc. | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −4,108−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Doheny Asset Management | 0 | $0 | 0.00% | −3,932−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −3,647−100.0% | Sold out |
| Grandfield & Dodd, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Forte Capital LLC | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −4,087−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −3,415−100.0% | Sold out |
| McDaniel Terry & Co | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −3,376−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| HTLF Bank | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| 1858 Wealth Management, LLC | 0 | $0 | 0.00% | −3,233−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −3,180−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| Hiley Hunt Wealth Management | 0 | $0 | 0.00% | −3,146−100.0% | Sold out |
| Plancorp, LLC | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| LJI Wealth Management, LLC | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −3,084−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −3,082−100.0% | Sold out |
| Holderness Investments Co | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Villere St Denis J & Co LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −2,991−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −2,988−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,936−100.0% | Sold out |
| Three Bridge Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,919−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −2,908−100.0% | Sold out |
| Bluesphere Advisors, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Paragon Private Wealth Management, LLC | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Silvia McColl Wealth Management, LLC | 0 | $0 | 0.00% | −2,887−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −2,842−100.0% | Sold out |
| Collective Family Office LLC | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Wimmer Associates 1, LLC | 0 | $0 | 0.00% | −2,804−100.0% | Sold out |
| SMART Wealth LLC | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Rowland & Co Investment Counsel | 0 | $0 | 0.00% | −1,835−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −69,427−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |