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 |
|---|---|---|---|---|---|
| Intact Investment Management Inc. | 11,740 | $760.9K | 0.03% | +1,100+10.3% | Added |
| Navalign, LLC | 11,805 | $765.1K | 0.23% | +284+2.5% | Added |
| NBC Securities, Inc. | 11,880 | $770.0K | 0.06% | −2,470−17.2% | Reduced |
| Integrated Wealth Concepts LLC | 11,892 | $770.7K | 0.01% | −5,159−30.3% | Reduced |
| New England Research & Management, Inc. | 11,900 | $771.0K | 0.36% | −13,700−53.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,911 | $772.0K | 0.04% | +9,275+351.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 12,089 | $772.6K | 0.43% | −1,661−12.1% | Reduced |
| Lummis Asset Management, LP | 11,969 | $775.7K | 0.91% | −83−0.7% | Reduced |
| Oder Investment Management, LLC | 12,003 | $777.9K | 0.67% | −157−1.3% | Reduced |
| Leavell Investment Management, Inc. | 12,026 | $779.4K | 0.04% | +5,029+71.9% | Added |
| Opinicus Capital, Inc. | 12,038 | $780.2K | 0.62% | −436−3.5% | Reduced |
| Fusion Capital, LLC | 12,038 | $780.2K | 0.33% | +3,337+38.4% | Added |
| Peak Planning Group, LLC | 12,122 | $785.6K | 0.34% | −81−0.7% | Reduced |
| Catalyst Financial Partners LLC | 12,198 | $790.6K | 0.15% | −429−3.4% | Reduced |
| Panoramic Investment Advisors, LLC | 12,268 | $795.1K | 0.55% | +12,268 | New |
| Stablepoint Partners, LLC | 12,345 | $800.1K | 0.15% | +624+5.3% | Added |
| Cooper Financial Group | 12,384 | $802.6K | 0.10% | +5,226+73.0% | Added |
| Power Wealth Management LLC | 12,405 | $804.0K | 0.34% | +1,590+14.7% | Added |
| Mission Creek Capital Partners, Inc. | 12,427 | $805.4K | 0.19% | −1,490−10.7% | Reduced |
| Old National Bancorp | 12,454 | $807.1K | 0.02% | −3,556−22.2% | Reduced |
| First Commonwealth Financial Corp | 12,459 | $807.5K | 0.19% | +269+2.2% | Added |
| Herold Advisors, Inc. | 12,459 | $807.5K | 0.18% | −4,395−26.1% | Reduced |
| Uhlmann Price Securities, LLC | 12,543 | $813.0K | 0.65% | +12,543 | New |
| Schechter Investment Advisors, LLC | 12,556 | $813.8K | 0.06% | −5,582−30.8% | Reduced |
| West Financial Advisors, LLC | 12,600 | $816.6K | 0.16% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 12,602 | $816.7K | 0.15% | −912−6.7% | Reduced |
| Hilltop Holdings Inc. | 12,647 | $819.6K | 0.05% | +5,267+71.4% | Added |
| Wedmont Private Capital | 12,817 | $824.0K | 0.05% | −1,239−8.8% | Reduced |
| Atomi Financial Group, Inc. | 12,745 | $826.0K | 0.05% | −373−2.8% | Reduced |
| Granite Investment Partners, LLC | 12,791 | $829.0K | 0.04% | −2,300−15.2% | Reduced |
| Knollwood Investment Advisory, LLC | 12,810 | $830.2K | 0.09% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 12,816 | $830.6K | 0.42% | −41−0.3% | Reduced |
| Proffitt & Goodson Inc | 12,842 | $832.3K | 0.14% | +333+2.7% | Added |
| Lake Street Advisors Group, LLC | 12,866 | $833.9K | 0.04% | −193−1.5% | Reduced |
| Mutual Advisors, LLC | 11,504 | $835.1K | 0.02% | +357+3.2% | Added |
| Delphi Management Inc | 12,946 | $839.0K | 0.76% | −4,050−23.8% | Reduced |
| HCR Wealth Advisors | 12,974 | $840.9K | 0.11% | +254+2.0% | Added |
| Balboa Wealth Partners | 13,003 | $842.8K | 0.21% | −319−2.4% | Reduced |
| Hardy Reed LLC | 13,059 | $846.4K | 0.08% | −119−0.9% | Reduced |
| Waldron Private Wealth LLC | 13,093 | $848.6K | 0.04% | −1,756−11.8% | Reduced |
| Leonteq Securities AG | 13,208 | $856.0K | 0.10% | +9,706+277.2% | Added |
| Canandaigua National Trust Co of Florida | 13,216 | $856.5K | 0.74% | +13,216 | New |
| Patrick M Sweeney & Associates, Inc | 13,219 | $856.7K | 0.63% | +692+5.5% | Added |
| Kingswood Wealth Advisors, LLC | 13,293 | $861.5K | 0.06% | +3,162+31.2% | Added |
| Operose Advisors LLC | 13,302 | $862.1K | 0.28% | +12+0.1% | Added |
| FLC Capital Advisors | 13,376 | $866.9K | 0.20% | +7,245+118.2% | Added |
| Hamel Associates, Inc. | 13,395 | $868.1K | 0.27% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,420 | $869.8K | 0.03% | +2,716+25.4% | Added |
| LexAurum Advisors, LLC | 13,472 | $873.1K | 0.19% | +1,330+11.0% | Added |
| Equitable Trust Co | 13,493 | $874.5K | 0.06% | +935+7.4% | Added |
| Novare Capital Management LLC | 13,524 | $876.5K | 0.07% | +1,986+17.2% | Added |
| SeaCrest Wealth Management, LLC | 13,548 | $878.1K | 0.09% | −3,251−19.4% | Reduced |
| H&H Retirement Design & Management INC | 12,236 | $880.5K | 0.52% | −199−1.6% | Reduced |
| First National Bank of Omaha | 13,601 | $881.5K | 0.06% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,642 | $884.1K | 0.06% | +1,370+11.2% | Added |
| Qtron Investments LLC | 13,698 | $887.8K | 0.12% | −4,794−25.9% | Reduced |
| Leisure Capital Management | 13,752 | $891.3K | 0.38% | −3,194−18.8% | Reduced |
| Nicolet Bankshares Inc | 13,791 | $893.8K | 0.22% | −997−6.7% | Reduced |
| First Financial Corp | 13,806 | $894.8K | 0.43% | +561+4.2% | Added |
| Koshinski Asset Management, Inc. | 13,813 | $895.2K | 0.08% | −302−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 13,843 | $897.2K | 0.07% | +47+0.3% | Added |
| Golden State Equity Partners | 13,865 | $898.5K | 0.14% | −4,805−25.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,873 | $899.1K | 0.27% | −41−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 13,935 | $903.1K | 0.03% | −13,581−49.4% | Reduced |
| Regions Financial Corp | 13,951 | $904.2K | 0.01% | −7,236−34.2% | Reduced |
| Burns Matteson Capital Management, LLC | 13,976 | $905.8K | 0.51% | −319−2.2% | Reduced |
| Franklin Street Advisors Inc | 13,984 | $906.0K | 0.06% | −243,297−94.6% | Reduced |
| Frank, Rimerman Advisors LLC | 14,069 | $911.8K | 0.06% | −3,921−21.8% | Reduced |
| Sage Rhino Capital LLC | 14,117 | $914.9K | 0.20% | +889+6.7% | Added |
| JT Stratford LLC | 14,143 | $916.6K | 0.16% | −1,715−10.8% | Reduced |
| WBI Investments | 14,187 | $919.5K | 0.22% | +14,187 | New |
| Robertson Stephens Wealth Management, LLC | 14,254 | $923.8K | 0.03% | +5,805+68.7% | Added |
| IMS Capital Management | 14,285 | $925.8K | 0.42% | +79+0.6% | Added |
| Stratos Wealth Advisors, LLC | 14,296 | $926.6K | 0.04% | +1,433+11.1% | Added |
| Aspen Investment Management Inc | 14,371 | $931.0K | 0.43% | −7,180−33.3% | Reduced |
| Garda Capital Partners LP | 14,484 | $938.7K | 0.23% | +14,484 | New |
| Uncommon Cents Investing LLC | 14,556 | $943.4K | 0.27% | 00.0% | Unchanged |
| Cullinan Associates Inc | 13,300 | $943.4K | 0.05% | −25,500−65.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 14,610 | $946.9K | 0.47% | −90−0.6% | Reduced |
| Wedbush Securities Inc | 14,626 | $948.0K | 0.04% | −375−2.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,628 | $948.0K | 0.06% | −1,045−6.7% | Reduced |
| Lecap Asset Management Ltd | 14,630 | $948.2K | 0.20% | +6,191+73.4% | Added |
| Aviso Wealth Management | 14,644 | $949.1K | 0.51% | −1,075−6.8% | Reduced |
| Chicago Capital, LLC | 14,649 | $949.4K | 0.03% | +92+0.6% | Added |
| Tranquilli Financial Advisor LLC | 14,650 | $949.5K | 0.60% | +239+1.7% | Added |
| Sumitomo Life Insurance Co | 14,666 | $950.5K | 0.02% | +396+2.8% | Added |
| Essex Financial Services, Inc. | 13,452 | $952.7K | 0.07% | +400+3.1% | Added |
| Fruth Investment Management | 14,756 | $956.0K | 0.25% | −216−1.4% | Reduced |
| Nilsine Partners, LLC | 14,820 | $960.5K | 0.12% | −709−4.6% | Reduced |
| Matisse Capital | 14,859 | $963.0K | 0.47% | +2,709+22.3% | Added |
| Elmwood Wealth Management, Inc. | 14,941 | $968.4K | 0.40% | 00.0% | Unchanged |
| Fosun International Ltd | 14,981 | $970.9K | 0.32% | −6,146−29.1% | Reduced |
| Laurion Capital Management LP | 15,000 | $972.1K | 0.06% | +15,000 | New |
| Davis R M Inc | 15,002 | $972.3K | 0.02% | +1,075+7.7% | Added |
| Neumann Capital Management, LLC | 15,050 | $975.4K | 0.32% | +107+0.7% | Added |
| Aaron Wealth Advisors | 15,055 | $975.7K | 0.12% | +694+4.8% | Added |
| Ameritas Investment Partners, Inc. | 15,131 | $980.6K | 0.03% | −579−3.7% | Reduced |
| Axq Capital, LP | 15,133 | $980.8K | 0.30% | +15,133 | New |
| Paradigm Asset Management Co LLC | 15,250 | $988.4K | 0.26% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15,375 | $996.5K | 0.10% | −107−0.7% | Reduced |