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 |
|---|---|---|---|---|---|
| Enzi Wealth | 5,000 | $339.1K | 0.13% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,265 | $341.2K | 0.05% | −103−1.9% | Reduced |
| Hexagon Capital Partners LLC | 5,270 | $341.6K | 0.07% | −4−0.1% | Reduced |
| Orca Investment Management, LLC | 5,281 | $342.3K | 0.31% | −569−9.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,300 | $343.5K | 0.08% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 5,314 | $344.4K | 0.20% | +5,314 | New |
| Edge Capital Group, LLC | 5,321 | $344.9K | 0.02% | −3,673−40.8% | Reduced |
| CNB Bank | 5,333 | $345.6K | 0.16% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 5,337 | $345.9K | 0.14% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,358 | $347.3K | 0.20% | +142+2.7% | Added |
| Olistico Wealth, LLC | 5,377 | $348.5K | 0.21% | −2,131−28.4% | Reduced |
| WealthPlan Investment Management, LLC | 5,413 | $350.8K | 0.04% | +5,413 | New |
| Rosenberg Matthew Hamilton | 5,428 | $351.8K | 0.09% | +96+1.8% | Added |
| Neville Rodie & Shaw Inc | 5,450 | $353.0K | 0.03% | +5,450 | New |
| Milestone Asset Management, LLC | 5,447 | $353.0K | 0.08% | +189+3.6% | Added |
| Yarbrough Capital, LLC | 5,454 | $353.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,460 | $353.9K | 0.10% | −5−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 5,480 | $355.2K | 0.01% | +622+12.8% | Added |
| Everhart Financial Group, Inc. | 5,489 | $355.7K | 0.08% | −919−14.3% | Reduced |
| Icon Wealth Advisors, LLC | 5,514 | $357.3K | 0.03% | +222+4.2% | Added |
| Savvy Advisors, Inc. | 5,518 | $357.6K | 0.07% | +2,287+70.8% | Added |
| Avantax Planning Partners, Inc. | 5,569 | $361.0K | 0.01% | −1,055−15.9% | Reduced |
| CFO4Life Group, LLC | 5,576 | $361.4K | 0.06% | +1,072+23.8% | Added |
| TD Private Client Wealth LLC | 5,601 | $363.0K | 0.01% | −5,726−50.6% | Reduced |
| Advisory Alpha, LLC | 5,604 | $363.2K | 0.01% | +16+0.3% | Added |
| Principle Wealth Partners LLC | 5,627 | $364.7K | 0.03% | −43,420−88.5% | Reduced |
| PFG Investments, LLC | 5,652 | $366.3K | 0.02% | −1,658−22.7% | Reduced |
| Banque Cantonale Vaudoise | 5,662 | $367.0K | 0.02% | −41,260−87.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,698 | $369.3K | 0.09% | +7+0.1% | Added |
| Diligent Investors, LLC | 5,735 | $371.7K | 0.09% | +70+1.2% | Added |
| Voisard Asset Management Group, Inc. | 5,739 | $371.9K | 0.15% | +19+0.3% | Added |
| Sand Hill Global Advisors, LLC | 5,748 | $372.5K | 0.02% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 5,768 | $373.8K | 0.19% | +50+0.9% | Added |
| Michael B. Yongue | 5,790 | $375.2K | 0.30% | −21−0.4% | Reduced |
| Perpetual Ltd | 5,795 | $375.6K | 0.00% | −351−5.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 5,805 | $376.2K | 0.12% | −1,150−16.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 5,805 | $376.2K | 0.09% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 5,818 | $377.1K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,820 | $377.2K | 0.10% | +2,429+71.6% | Added |
| Machina Capital S.A.S. | 5,835 | $378.2K | 0.15% | −2,243−27.8% | Reduced |
| BSW Wealth Partners | 5,847 | $378.9K | 0.06% | +1,344+29.8% | Added |
| Michael S. Ryan, Inc. | 5,854 | $379.4K | 0.26% | −60−1.0% | Reduced |
| KRS Capital Management, LLC | 5,864 | $380.1K | 0.28% | +104+1.8% | Added |
| SS&H Financial Advisors, Inc. | 5,899 | $382.0K | 0.14% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,898 | $382.3K | 0.00% | −637−9.7% | Reduced |
| Evoke Wealth, LLC | 5,952 | $385.8K | 0.01% | +5,952 | New |
| Wealth Quarterback LLC | 5,977 | $387.4K | 0.20% | −2,667−30.9% | Reduced |
| Moser Wealth Advisors, LLC | 6,025 | $390.5K | 0.20% | +100+1.7% | Added |
| Coastwise Capital Group, LLC | 6,050 | $392.1K | 0.32% | +907+17.6% | Added |
| Alpha Family Trust | 6,070 | $393.4K | 0.22% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,123 | $396.8K | 0.02% | −328−5.1% | Reduced |
| WealthPLAN Partners, LLC | 6,130 | $397.3K | 0.05% | −2,271−27.0% | Reduced |
| David R. Rahn & Associates Inc. | 6,137 | $397.8K | 0.12% | −1,713−21.8% | Reduced |
| Benjamin Edwards Inc | 6,146 | $398.3K | 0.01% | +5,937+2,840.7% | Added |
| Trust Co of Toledo NA | 6,172 | $400.0K | 0.05% | +1,820+41.8% | Added |
| Strategic Financial Services, Inc, | 6,184 | $400.8K | 0.02% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 6,200 | $401.8K | 0.10% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 6,220 | $403.1K | 0.15% | +476+8.3% | Added |
| Numerai GP LLC | 6,232 | $403.9K | 0.11% | +6,232 | New |
| Mason & Associates Inc | 6,233 | $404.0K | 0.10% | +224+3.7% | Added |
| Verity Asset Management, Inc. | 6,291 | $407.7K | 0.15% | +2,133+51.3% | Added |
| Family Legacy, Inc. | 6,310 | $409.0K | 0.14% | 00.0% | Unchanged |
| Trust Point Inc. | 6,367 | $412.7K | 0.03% | −379−5.6% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $416.1K | 0.26% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 5,837 | $418.6K | 0.05% | −506−8.0% | Reduced |
| Weaver Capital Management LLC | 6,466 | $419.1K | 0.13% | −305−4.5% | Reduced |
| ASB Consultores, LLC | 6,476 | $419.7K | 0.17% | −233−3.5% | Reduced |
| Powell Investment Advisors, LLC | 6,490 | $420.6K | 0.20% | −2,155−24.9% | Reduced |
| New Hampshire Trust | 6,511 | $422.0K | 0.09% | +683+11.7% | Added |
| Mission Wealth Management, LP | 6,525 | $422.9K | 0.01% | +254+4.1% | Added |
| Dark Forest Capital Management LP | 6,529 | $423.1K | 0.05% | +2,416+58.7% | Added |
| Boston Trust Walden Corp | 6,546 | $424.2K | 0.00% | 00.0% | Unchanged |
| Carson Advisory Inc. | 6,557 | $425.0K | 0.27% | −160−2.4% | Reduced |
| Intrepid Financial Planning Group LLC | 6,572 | $425.9K | 0.18% | +3,005+84.2% | Added |
| Signature Estate & Investment Advisors LLC | 6,596 | $427.5K | 0.01% | +345+5.5% | Added |
| Toth Financial Advisory Corp | 6,602 | $427.9K | 0.05% | +5,370+435.9% | Added |
| L2 Asset Management, LLC | 6,603 | $427.9K | 0.12% | +222+3.5% | Added |
| Financial Advisory Corp | 6,609 | $428.0K | 0.16% | −3,576−35.1% | Reduced |
| Defined Wealth Management, LLC | 6,611 | $428.5K | 0.28% | +27+0.4% | Added |
| Capital Investment Advisors, LLC | 6,615 | $428.7K | 0.01% | +324+5.2% | Added |
| Alera Investment Advisors, LLC | 6,630 | $429.7K | 0.05% | +569+9.4% | Added |
| Fiduciary Trust Co | 6,645 | $430.7K | 0.01% | −694−9.5% | Reduced |
| Brown Capital Management LLC | 6,648 | $430.9K | 0.01% | −229−3.3% | Reduced |
| Arcataur Capital Management LLC | 6,648 | $430.9K | 0.15% | +150+2.3% | Added |
| TAGStone Capital, Inc. | 6,655 | $431.0K | 0.22% | +184+2.8% | Added |
| Mogy Joel R Investment Counsel Inc | 6,652 | $431.1K | 0.03% | −3,500−34.5% | Reduced |
| Paloma Partners Management Co | 6,695 | $433.9K | 0.02% | −6,536−49.4% | Reduced |
| Avestar Capital, LLC | 6,700 | $434.2K | 0.05% | −745−10.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,721 | $435.6K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,726 | $435.9K | 0.04% | −298−4.2% | Reduced |
| Sax Wealth Advisors, LLC | 6,743 | $437.0K | 0.04% | −88−1.3% | Reduced |
| Kingsview Wealth Management, LLC | 6,747 | $437.3K | 0.01% | +477+7.6% | Added |
| Rehmann Capital Advisory Group | 6,779 | $439.4K | 0.03% | −72−1.1% | Reduced |
| Main Street Financial Solutions, LLC | 6,796 | $440.4K | 0.04% | −638−8.6% | Reduced |
| Green Square Capital Advisors LLC | 6,850 | $441.3K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 6,817 | $441.8K | 0.14% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 6,821 | $442.1K | 0.02% | −1,955−22.3% | Reduced |
| Platform Technology Partners | 6,827 | $442.5K | 0.14% | 00.0% | Unchanged |
| LCNB Corp | 6,882 | $446.0K | 0.16% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 6,884 | $446.2K | 0.01% | +6,884 | New |