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 |
|---|---|---|---|---|---|
| West Coast Financial LLC | 3,235 | $209.7K | 0.02% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 3,245 | $210.3K | 0.03% | +200+6.6% | Added |
| RAM Investment Partners, LLC | 3,246 | $210.4K | 0.05% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 3,269 | $211.9K | 0.07% | −82−2.4% | Reduced |
| SOA Wealth Advisors, LLC. | 3,275 | $212.3K | 0.04% | +3+0.1% | Added |
| ICONIQ Capital, LLC | 3,276 | $212.3K | 0.00% | +3,276 | New |
| Sentinus, LLC | 3,291 | $213.3K | 0.08% | −167−4.8% | Reduced |
| First Trust Investment Solutions L.P. | 3,291 | $213.3K | 0.02% | +273+9.0% | Added |
| TrueWealth Advisors, LLC | 3,291 | $213.3K | 0.07% | +3,291 | New |
| AA Financial Advisors, LLC | 3,298 | $213.8K | 0.06% | −304−8.4% | Reduced |
| First Long Island Investors, LLC | 3,300 | $213.9K | 0.02% | −268,741−98.8% | Reduced |
| Waterloo Capital, L.P. | 3,320 | $215.2K | 0.02% | −12,425−78.9% | Reduced |
| Opal Wealth Advisors, LLC | 3,322 | $215.3K | 0.07% | −70−2.1% | Reduced |
| Childress Capital Advisors, LLC | 3,323 | $215.4K | 0.06% | −204−5.8% | Reduced |
| Red Door Wealth Management, LLC | 3,324 | $215.4K | 0.04% | +250+8.1% | Added |
| Corton Capital Inc. | 3,324 | $215.4K | 0.10% | +3,324 | New |
| Westwood Holdings Group Inc. | 3,326 | $215.6K | 0.00% | −1,337,490−99.8% | Reduced |
| Highline Wealth Partners LLC | 3,330 | $215.8K | 0.07% | +379+12.8% | Added |
| Clear Creek Financial Management, LLC | 3,351 | $217.2K | 0.02% | +73+2.2% | Added |
| CWS Financial Advisors, LLC | 3,352 | $217.3K | 0.08% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,353 | $217.3K | 0.04% | +320+10.6% | Added |
| Legacy Private Trust Co. | 3,355 | $217.4K | 0.01% | −43−1.3% | Reduced |
| Seed Wealth Management, Inc. | 3,357 | $217.6K | 0.17% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 3,357 | $217.6K | 0.08% | +132+4.1% | Added |
| J.W. Cole Advisors, Inc. | 3,369 | $218.3K | 0.01% | −561−14.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,372 | $218.5K | 0.00% | −267−7.3% | Reduced |
| SNS Financial Group, LLC | 3,381 | $219.1K | 0.02% | −29−0.9% | Reduced |
| Castleview Partners, LLC | 3,385 | $219.4K | 0.13% | +504+17.5% | Added |
| O'Dell Group, LLC | 3,416 | $221.4K | 0.05% | +2+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 3,437 | $222.0K | 0.02% | +176+5.4% | Added |
| Cypress Capital Group | 3,433 | $222.5K | 0.03% | +74+2.2% | Added |
| Jackson Hole Capital Partners, LLC | 3,446 | $223.3K | 0.05% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,455 | $223.9K | 0.04% | +190+5.8% | Added |
| WorthPointe, LLC | 3,465 | $224.5K | 0.09% | +3,465 | New |
| LCM Capital Management Inc | 3,490 | $226.2K | 0.13% | +25+0.7% | Added |
| Edgewood Management LLC | 3,500 | $226.8K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $226.8K | 0.12% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,510 | $227.5K | 0.06% | +68+2.0% | Added |
| LongView Wealth Management | 3,539 | $229.4K | 0.07% | −392−10.0% | Reduced |
| Sivia Capital Partners, LLC | 3,558 | $230.6K | 0.14% | −329−8.5% | Reduced |
| Silver Coast Investments LLC | 3,564 | $231.0K | 0.09% | −657−15.6% | Reduced |
| Harbour Trust & Investment Management Co | 3,564 | $231.0K | 0.03% | −2−0.1% | Reduced |
| Private Client Services, LLC | 3,593 | $232.9K | 0.13% | +3+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 3,597 | $233.1K | 0.02% | +342+10.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 3,605 | $233.6K | 0.26% | +406+12.7% | Added |
| Simplicity Wealth,LLC | 3,607 | $233.8K | 0.02% | −26,824−88.1% | Reduced |
| Capital Management Associates, Inc | 3,611 | $234.0K | 0.10% | +12+0.3% | Added |
| Source Financial Advisors LLC | 3,612 | $234.1K | 0.07% | +20+0.6% | Added |
| Front Row Advisors LLC | 3,615 | $234.3K | 0.08% | −196−5.1% | Reduced |
| Hibernia Wealth Partners, LLC | 3,616 | $234.4K | 0.08% | −101−2.7% | Reduced |
| Azimuth Capital Investment Management LLC | 3,619 | $234.5K | 0.01% | 00.0% | Unchanged |
| Quilter Plc | 3,626 | $235.0K | 0.00% | +3,626 | New |
| Tobam | 3,652 | $237.0K | 0.04% | +545+17.5% | Added |
| Cohen Klingenstein LLC | 3,660 | $237.2K | 0.01% | 00.0% | Unchanged |
| Portman Square Capital LLP | 3,663 | $237.4K | 0.08% | +3,663 | New |
| Cable Hill Partners, LLC | 3,663 | $237.4K | 0.02% | −60−1.6% | Reduced |
| Marshall Financial Group LLC | 3,664 | $237.5K | 0.06% | −78−2.1% | Reduced |
| Almanack Investment Partners, LLC. | 3,670 | $237.9K | 0.04% | +6+0.2% | Added |
| Founders Capital Management | 3,680 | $238.5K | 0.15% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,687 | $238.9K | 0.04% | −2−0.1% | Reduced |
| Boston Mountain Money Management Inc | 3,689 | $239.1K | 0.14% | −19−0.5% | Reduced |
| Inceptionr LLC | 3,737 | $242.2K | 0.06% | +3,737 | New |
| Optas, LLC | 3,744 | $242.6K | 0.06% | −471−11.2% | Reduced |
| Thrive Wealth Management, LLC | 3,748 | $242.9K | 0.04% | +17+0.5% | Added |
| Prosperitas Financial LLC | 3,748 | $242.9K | 0.13% | +337+9.9% | Added |
| Tompkins Financial Corp | 3,753 | $243.2K | 0.02% | −600−13.8% | Reduced |
| Transcend Wealth Collective, LLC | 3,753 | $243.3K | 0.02% | −1,228−24.7% | Reduced |
| Peterson Wealth Services | 3,771 | $244.4K | 0.08% | +3,771 | New |
| Westshore Wealth, LLC | 3,782 | $245.1K | 0.10% | −81−2.1% | Reduced |
| Accurate Wealth Management, LLC | 3,411 | $245.5K | 0.05% | +147+4.5% | Added |
| American Institute for Advanced Investment Management, LLP | 3,825 | $247.9K | 0.18% | 00.0% | Unchanged |
| Norway Savings Bank | 3,835 | $248.5K | 0.13% | −310−7.5% | Reduced |
| Sara-Bay Financial | 3,854 | $249.8K | 0.10% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,868 | $250.7K | 0.09% | +488+14.4% | Added |
| Occudo Quantitative Strategies LP | 3,878 | $251.3K | 0.05% | +3,878 | New |
| Opus Capital Group, LLC | 3,891 | $252.0K | 0.03% | +127+3.4% | Added |
| Klingenstein Fields & Co LP | 3,890 | $252.1K | 0.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,898 | $252.6K | 0.05% | −855−18.0% | Reduced |
| Romano Brothers and Company | 3,915 | $253.7K | 0.03% | −100−2.5% | Reduced |
| Onefund, LLC | 3,924 | $254.3K | 0.26% | +34+0.9% | Added |
| First Business Financial Services, Inc. | 3,931 | $254.8K | 0.03% | −1,045−21.0% | Reduced |
| Nova R Wealth, Inc. | 3,936 | $255.1K | 0.13% | −964−19.7% | Reduced |
| Boyar Asset Management Inc. | 3,950 | $256.0K | 0.16% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,950 | $256.0K | 0.09% | 00.0% | Unchanged |
| Ariston Services Group | 3,958 | $256.5K | 0.22% | −1,981−33.4% | Reduced |
| Klingman & Associates, LLC | 3,958 | $256.5K | 0.02% | −74−1.8% | Reduced |
| Berger Financial Group, Inc | 3,959 | $256.6K | 0.02% | +19+0.5% | Added |
| Souders Financial Advisors | 3,964 | $256.9K | 0.04% | −154−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,965 | $257.0K | 0.02% | −601−13.2% | Reduced |
| Freestone Capital Holdings, LLC | 3,970 | $257.3K | 0.01% | +575+16.9% | Added |
| Sanders Morris Harris LLC | 4,000 | $259.2K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,000 | $259.2K | 0.12% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,025 | $260.9K | 0.06% | −145−3.5% | Reduced |
| Laffer Tengler Investments | 4,025 | $260.9K | 0.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,030 | $261.2K | 0.01% | −1,688−29.5% | Reduced |
| Level Four Advisory Services, LLC | 3,705 | $262.5K | 0.01% | +42+1.1% | Added |
| MBB Public Markets I LLC | 4,050 | $262.5K | 0.02% | −102,716−96.2% | Reduced |
| Essex LLC | 4,050 | $262.5K | 0.05% | −370−8.4% | Reduced |
| SFG Wealth Management, LLC. | 4,050 | $262.5K | 0.14% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,062 | $263.3K | 0.02% | +4,062 | New |