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 |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 4,079 | $264.4K | 0.13% | −540−11.7% | Reduced |
| Calton & Associates, Inc. | 4,094 | $265.4K | 0.10% | +605+17.3% | Added |
| Benin Management CORP | 4,100 | $265.7K | 0.07% | −222−5.1% | Reduced |
| Court Place Advisors, LLC | 4,100 | $265.7K | 0.08% | −200−4.7% | Reduced |
| Trillium Asset Management, LLC | 4,097 | $266.0K | 0.01% | −414−9.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,106 | $266.1K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,134 | $267.9K | 0.01% | −806−16.3% | Reduced |
| Waddell & Associates, LLC | 4,140 | $268.3K | 0.03% | +33+0.8% | Added |
| Quest Partners LLC | 4,161 | $269.7K | 0.02% | +4,161 | New |
| Studio Investment Management LLC | 4,178 | $270.8K | 0.06% | +195+4.9% | Added |
| Purus Wealth Management, LLC | 4,183 | $271.1K | 0.11% | +7+0.2% | Added |
| Oxinas Partners Wealth Management LLC | 4,196 | $272.0K | 0.17% | −856−16.9% | Reduced |
| Fiduciary Alliance LLC | 4,198 | $272.1K | 0.04% | −104−2.4% | Reduced |
| Credit Capital Investments LLC | 4,200 | $272.2K | 0.34% | +4,200 | New |
| Oak Harbor Wealth Partners, LLC | 4,237 | $274.6K | 0.08% | +3+0.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,243 | $275.0K | 0.11% | +1,374+47.9% | Added |
| Aberdeen Wealth Management LLC | 4,244 | $275.1K | 0.18% | +426+11.2% | Added |
| New Wave Wealth Advisors LLC | 4,251 | $275.5K | 0.13% | +41+1.0% | Added |
| Heritage Oak Wealth Advisors LLC | 4,251 | $275.5K | 0.13% | +4,251 | New |
| Wesbanco Bank Inc | 4,252 | $275.6K | 0.01% | −64−1.5% | Reduced |
| Fulton Bank, N.A. | 4,264 | $276.3K | 0.01% | −4,201−49.6% | Reduced |
| Kovack Advisors, Inc. | 4,275 | $277.1K | 0.03% | +386+9.9% | Added |
| Apexium Financial, LP | 4,278 | $277.3K | 0.02% | −263−5.8% | Reduced |
| Journey Strategic Wealth LLC | 4,285 | $277.7K | 0.01% | +382+9.8% | Added |
| Western Pacific Wealth Management, LP | 4,285 | $277.7K | 0.18% | 00.0% | Unchanged |
| Welch Group, LLC | 4,286 | $277.8K | 0.01% | +11+0.3% | Added |
| Callan Capital, LLC | 4,287 | $277.8K | 0.02% | −1,267−22.8% | Reduced |
| Ledyard National Bank | 4,300 | $278.7K | 0.03% | −6−0.1% | Reduced |
| Schrum Private Wealth Management LLC | 4,312 | $279.5K | 0.14% | +4,312 | New |
| Boston Financial Mangement LLC | 4,314 | $279.6K | 0.01% | −24−0.6% | Reduced |
| Client 1st Advisory Group, LLC | 4,322 | $280.1K | 0.11% | −409−8.6% | Reduced |
| Aviso Financial Inc. | 4,339 | $281.2K | 0.01% | −140−3.1% | Reduced |
| TFG Advisers LLC | 4,343 | $281.5K | 0.10% | +133+3.2% | Added |
| Legacy Financial Advisors, Inc. | 4,357 | $282.4K | 0.05% | +632+17.0% | Added |
| Caas Capital Management LP | 4,357 | $282.4K | 0.19% | +4,357 | New |
| Vista Private Wealth Partners. LLC | 4,366 | $283.0K | 0.11% | −265−5.7% | Reduced |
| Eagle Wealth Strategies LLC | 4,375 | $283.5K | 0.21% | +4,375 | New |
| Smithfield Trust Co | 4,381 | $284.0K | 0.01% | −762−14.8% | Reduced |
| LBMC Investment Advisors, LLC | 4,388 | $284.4K | 0.02% | 00.0% | Unchanged |
| Centric Wealth Management | 3,757 | $284.6K | 0.08% | +14+0.4% | Added |
| Semus Wealth Partners LLC | 4,408 | $285.7K | 0.20% | +684+18.4% | Added |
| Prosperity Consulting Group, LLC | 4,417 | $286.3K | 0.02% | +4,417 | New |
| Delta Financial Advisors LLC | 4,423 | $286.6K | 0.10% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,443 | $287.9K | 0.02% | −99−2.2% | Reduced |
| Clearview Wealth Advisors LLC | 4,444 | $288.0K | 0.22% | −100−2.2% | Reduced |
| KLCM Advisors, Inc. | 4,458 | $288.9K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,459 | $289.0K | 0.00% | +36+0.8% | Added |
| Catalyst Private Wealth, LLC | 4,468 | $289.6K | 0.14% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,480 | $290.3K | 0.01% | −3,330−42.6% | Reduced |
| Affinity Capital Advisors, LLC | 4,496 | $291.4K | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,500 | $291.6K | 0.03% | +421+10.3% | Added |
| Marks Group Wealth Management, Inc | 4,500 | $291.6K | 0.03% | −271−5.7% | Reduced |
| West Family Investments, Inc. | 4,500 | $291.6K | 0.10% | +387+9.4% | Added |
| Cassaday & Co Wealth Management LLC | 4,500 | $291.6K | 0.01% | +581+14.8% | Added |
| Lester Murray Antman dba SimplyRich | 4,510 | $292.0K | 0.08% | 00.0% | Unchanged |
| CKW Financial Group | 4,600 | $294.0K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4,570 | $296.2K | 0.13% | +16+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 4,595 | $297.9K | 0.15% | +4,595 | New |
| Gryphon Financial Partners LLC | 4,608 | $298.6K | 0.04% | −117−2.5% | Reduced |
| Maiden Cove Capital, LLC | 4,612 | $298.9K | 0.47% | +4,612 | New |
| Claro Advisors LLC | 4,613 | $298.9K | 0.04% | −560−10.8% | Reduced |
| Oarsman Capital, Inc. | 4,633 | $300.3K | 0.06% | +815+21.3% | Added |
| Investors Asset Management of Georgia Inc | 4,636 | $300.4K | 0.14% | +228+5.2% | Added |
| Chilton Capital Management LLC | 4,639 | $300.7K | 0.01% | +414+9.8% | Added |
| Old Mission Investment Co LLC | 4,643 | $300.9K | 0.09% | −162−3.4% | Reduced |
| Proequities, Inc. | 4,645 | $301.0K | 0.02% | −406−8.0% | Reduced |
| Family Wealth Group, LLC | 4,689 | $303.9K | 0.26% | +599+14.6% | Added |
| Exchange Capital Management, Inc. | 4,697 | $304.4K | 0.05% | +454+10.7% | Added |
| Astoria Portfolio Advisors LLC. | 4,501 | $304.6K | 0.10% | −20−0.4% | Reduced |
| Horan Securities, Inc. | 4,716 | $305.6K | 0.12% | +60+1.3% | Added |
| BlackDiamond Wealth Management Inc. | 3,910 | $305.7K | 0.18% | +24+0.6% | Added |
| Islay Capital Management, LLC | 4,781 | $309.9K | 0.21% | 00.0% | Unchanged |
| Advisor Resource Council | 4,821 | $312.4K | 0.14% | +4,821 | New |
| Spears Abacus Advisors LLC | 4,825 | $312.7K | 0.01% | +600+14.2% | Added |
| Ocean Capital Management, LLC | 4,866 | $315.4K | 0.07% | +4,866 | New |
| Vise Technologies, Inc. | 4,885 | $316.6K | 0.04% | +2,082+74.3% | Added |
| FWL Investment Management, LLC | 4,914 | $318.5K | 0.12% | +803+19.5% | Added |
| Peoples Bank | 4,930 | $319.5K | 0.21% | −305−5.8% | Reduced |
| Evermay Wealth Management LLC | 4,948 | $320.7K | 0.05% | −210−4.1% | Reduced |
| Arete Wealth Advisors, LLC | 4,949 | $321.0K | 0.03% | −1,349−21.4% | Reduced |
| Sonora Investment Management Group, LLC | 4,969 | $322.1K | 0.02% | −407−7.6% | Reduced |
| Viewpoint Capital Management LLC | 5,000 | $322.1K | 0.18% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,973 | $322.3K | 0.02% | +100+2.1% | Added |
| Avidian Wealth Solutions, LLC | 4,986 | $323.2K | 0.01% | +82+1.7% | Added |
| Massmutual Trust Co FSB | 4,987 | $323.2K | 0.01% | −803−13.9% | Reduced |
| DAGCO, Inc. | 5,000 | $324.1K | 0.13% | −1,250−20.0% | Reduced |
| BBR Partners, LLC | 5,000 | $324.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of the South | 5,005 | $324.4K | 0.07% | +5,005 | New |
| Brighton Jones LLC | 5,045 | $327.0K | 0.01% | +6+0.1% | Added |
| Private Trust Co NA | 5,059 | $327.9K | 0.03% | −665−11.6% | Reduced |
| Keel Point, LLC | 5,064 | $328.2K | 0.03% | −213−4.0% | Reduced |
| Lodestar Private Asset Management LLC | 5,100 | $330.5K | 0.04% | +20.0% | Added |
| River Wealth Advisors LLC | 5,110 | $331.2K | 0.04% | −29−0.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,111 | $331.2K | 0.02% | 00.0% | Unchanged |
| Sky Investment Group LLC | 5,145 | $333.4K | 0.06% | +60+1.2% | Added |
| James Investment Research Inc | 5,154 | $334.0K | 0.04% | 00.0% | Unchanged |
| Twin Capital Management Inc | 5,164 | $334.7K | 0.04% | −137−2.6% | Reduced |
| Virtue Capital Management, LLC | 5,174 | $335.3K | 0.07% | +26+0.5% | Added |
| Biltmore Family Office, LLC | 5,217 | $338.1K | 0.06% | +2,471+90.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,226 | $338.7K | 0.05% | −74−1.4% | Reduced |