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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 13,752 | $891.3K | 0.38% | −3,194−18.8% | Reduced |
| Qtron Investments LLC | 13,698 | $887.8K | 0.12% | −4,794−25.9% | Reduced |
| StoneX Group Inc. | 13,642 | $884.1K | 0.06% | +1,370+11.2% | Added |
| First National Bank of Omaha | 13,601 | $881.5K | 0.06% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 12,236 | $880.5K | 0.52% | −199−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 13,548 | $878.1K | 0.09% | −3,251−19.4% | Reduced |
| Novare Capital Management LLC | 13,524 | $876.5K | 0.07% | +1,986+17.2% | Added |
| Equitable Trust Co | 13,493 | $874.5K | 0.06% | +935+7.4% | Added |
| LexAurum Advisors, LLC | 13,472 | $873.1K | 0.19% | +1,330+11.0% | Added |
| Concurrent Investment Advisors, LLC | 13,420 | $869.8K | 0.03% | +2,716+25.4% | Added |
| Hamel Associates, Inc. | 13,395 | $868.1K | 0.27% | 00.0% | Unchanged |
| FLC Capital Advisors | 13,376 | $866.9K | 0.20% | +7,245+118.2% | Added |
| Operose Advisors LLC | 13,302 | $862.1K | 0.28% | +12+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 13,293 | $861.5K | 0.06% | +3,162+31.2% | Added |
| Patrick M Sweeney & Associates, Inc | 13,219 | $856.7K | 0.63% | +692+5.5% | Added |
| Canandaigua National Trust Co of Florida | 13,216 | $856.5K | 0.74% | +13,216 | New |
| Leonteq Securities AG | 13,208 | $856.0K | 0.10% | +9,706+277.2% | Added |
| Waldron Private Wealth LLC | 13,093 | $848.6K | 0.04% | −1,756−11.8% | Reduced |
| Hardy Reed LLC | 13,059 | $846.4K | 0.08% | −119−0.9% | Reduced |
| Balboa Wealth Partners | 13,003 | $842.8K | 0.21% | −319−2.4% | Reduced |
| HCR Wealth Advisors | 12,974 | $840.9K | 0.11% | +254+2.0% | Added |
| Delphi Management Inc | 12,946 | $839.0K | 0.76% | −4,050−23.8% | Reduced |
| Mutual Advisors, LLC | 11,504 | $835.1K | 0.02% | +357+3.2% | Added |
| Lake Street Advisors Group, LLC | 12,866 | $833.9K | 0.04% | −193−1.5% | Reduced |
| Proffitt & Goodson Inc | 12,842 | $832.3K | 0.14% | +333+2.7% | Added |
| O'Rourke & Company, Inc | 12,816 | $830.6K | 0.42% | −41−0.3% | Reduced |
| Knollwood Investment Advisory, LLC | 12,810 | $830.2K | 0.09% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 12,791 | $829.0K | 0.04% | −2,300−15.2% | Reduced |
| Atomi Financial Group, Inc. | 12,745 | $826.0K | 0.05% | −373−2.8% | Reduced |
| Wedmont Private Capital | 12,817 | $824.0K | 0.05% | −1,239−8.8% | Reduced |
| Hilltop Holdings Inc. | 12,647 | $819.6K | 0.05% | +5,267+71.4% | Added |
| Summit Asset Management, LLC | 12,602 | $816.7K | 0.15% | −912−6.7% | Reduced |
| West Financial Advisors, LLC | 12,600 | $816.6K | 0.16% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 12,556 | $813.8K | 0.06% | −5,582−30.8% | Reduced |
| Uhlmann Price Securities, LLC | 12,543 | $813.0K | 0.65% | +12,543 | New |
| Herold Advisors, Inc. | 12,459 | $807.5K | 0.18% | −4,395−26.1% | Reduced |
| First Commonwealth Financial Corp | 12,459 | $807.5K | 0.19% | +269+2.2% | Added |
| Old National Bancorp | 12,454 | $807.1K | 0.02% | −3,556−22.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,427 | $805.4K | 0.19% | −1,490−10.7% | Reduced |
| Power Wealth Management LLC | 12,405 | $804.0K | 0.34% | +1,590+14.7% | Added |
| Cooper Financial Group | 12,384 | $802.6K | 0.10% | +5,226+73.0% | Added |
| Stablepoint Partners, LLC | 12,345 | $800.1K | 0.15% | +624+5.3% | Added |
| Panoramic Investment Advisors, LLC | 12,268 | $795.1K | 0.55% | +12,268 | New |
| Catalyst Financial Partners LLC | 12,198 | $790.6K | 0.15% | −429−3.4% | Reduced |
| Peak Planning Group, LLC | 12,122 | $785.6K | 0.34% | −81−0.7% | Reduced |
| Fusion Capital, LLC | 12,038 | $780.2K | 0.33% | +3,337+38.4% | Added |
| Opinicus Capital, Inc. | 12,038 | $780.2K | 0.62% | −436−3.5% | Reduced |
| Leavell Investment Management, Inc. | 12,026 | $779.4K | 0.04% | +5,029+71.9% | Added |
| Oder Investment Management, LLC | 12,003 | $777.9K | 0.67% | −157−1.3% | Reduced |
| Lummis Asset Management, LP | 11,969 | $775.7K | 0.91% | −83−0.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 12,089 | $772.6K | 0.43% | −1,661−12.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,911 | $772.0K | 0.04% | +9,275+351.9% | Added |
| New England Research & Management, Inc. | 11,900 | $771.0K | 0.36% | −13,700−53.5% | Reduced |
| Integrated Wealth Concepts LLC | 11,892 | $770.7K | 0.01% | −5,159−30.3% | Reduced |
| NBC Securities, Inc. | 11,880 | $770.0K | 0.06% | −2,470−17.2% | Reduced |
| Navalign, LLC | 11,805 | $765.1K | 0.23% | +284+2.5% | Added |
| Intact Investment Management Inc. | 11,740 | $760.9K | 0.03% | +1,100+10.3% | Added |
| Avondale Wealth Management | 11,700 | $758.3K | 0.49% | +1,800+18.2% | Added |
| Lodestone Wealth Management LLC | 11,612 | $752.6K | 0.38% | +19+0.2% | Added |
| Donald L. Hagan, LLC | 11,583 | $750.7K | 0.38% | −747−6.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,514 | $746.2K | 0.01% | −5,606−32.7% | Reduced |
| Thomasville National Bank | 11,506 | $745.7K | 0.06% | −2,500−17.8% | Reduced |
| Northcape Wealth Management, LLC | 11,497 | $745.1K | 0.24% | 00.0% | Unchanged |
| Cynosure Management, LLC | 11,480 | $744.0K | 0.11% | +516+4.7% | Added |
| Institute for Wealth Management, LLC. | 11,461 | $742.8K | 0.09% | +2,801+32.3% | Added |
| Canvas Wealth Advisors, LLC | 11,422 | $740.3K | 0.20% | +561+5.2% | Added |
| Marathon Trading Investment Management LLC | 11,400 | $738.8K | 0.34% | +11,400 | New |
| Dumont & Blake Investment Advisors LLC | 11,386 | $737.9K | 0.20% | −11,386−50.0% | Reduced |
| United Bank | 11,352 | $735.7K | 0.34% | +1,309+13.0% | Added |
| Oxford Asset Management LLP | 11,309 | $732.9K | 0.61% | +11,309 | New |
| Smartleaf Asset Management LLC | 11,352 | $731.3K | 0.09% | +3,291+40.8% | Added |
| Triumph Capital Management | 11,174 | $724.2K | 0.26% | +11,174 | New |
| Personal Cfo Solutions, LLC | 11,106 | $719.8K | 0.10% | −791−6.6% | Reduced |
| Nabity-Jensen Investment Management Inc | 11,102 | $719.5K | 0.55% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 11,033 | $715.0K | 0.24% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 10,974 | $711.2K | 0.36% | +20.0% | Added |
| Lindbrook Capital, LLC | 10,972 | $711.1K | 0.06% | −1,122−9.3% | Reduced |
| Sunbelt Securities, Inc. | 10,950 | $709.6K | 0.07% | +498+4.8% | Added |
| Thoroughbred Financial Services, LLC | 10,913 | $707.0K | 0.05% | −52−0.5% | Reduced |
| Banco Santander, S.A. | 10,903 | $706.6K | 0.01% | +3,796+53.4% | Added |
| Whitener Capital Management, Inc. | 10,850 | $703.2K | 0.20% | +2,218+25.7% | Added |
| Ambassador Advisors, LLC | 10,820 | $701.2K | 0.12% | −348−3.1% | Reduced |
| Arkadios Wealth Advisors | 10,765 | $697.7K | 0.04% | +1,836+20.6% | Added |
| Vima LLC | 10,736 | $695.8K | 1.43% | −185−1.7% | Reduced |
| Aptus Capital Advisors, LLC | 10,728 | $695.3K | 0.01% | +1,841+20.7% | Added |
| Insigneo Advisory Services, LLC | 10,695 | $693.1K | 0.07% | +55+0.5% | Added |
| Allianz SE | 10,692 | $692.9K | 0.02% | +770+7.8% | Added |
| Thor Investment Management Inc | 10,638 | $689.4K | 0.50% | +41+0.4% | Added |
| Continuum Advisory, LLC | 8,554 | $685.9K | 0.09% | +316+3.8% | Added |
| Qsemble Capital Management, LP | 10,527 | $682.3K | 0.13% | +10,527 | New |
| Central Trust Co | 10,518 | $681.6K | 0.02% | −4,297−29.0% | Reduced |
| Good Life Advisors, LLC | 10,496 | $680.3K | 0.04% | +1,892+22.0% | Added |
| Gemmer Asset Management LLC | 10,484 | $679.5K | 0.07% | −90−0.9% | Reduced |
| Moseley Investment Management Inc | 10,439 | $676.6K | 0.27% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,396 | $673.8K | 0.04% | −344−3.2% | Reduced |
| Eschler Asset Management LLP | 10,345 | $670.5K | 1.00% | 00.0% | Unchanged |
| Bank of Stockton | 10,329 | $669.4K | 0.20% | +469+4.8% | Added |
| SJS Investment Consulting Inc. | 10,275 | $665.9K | 0.12% | +9,719+1,748.0% | Added |
| Colton Groome Financial Advisors, LLC | 10,228 | $662.9K | 0.25% | −84−0.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,197 | $660.9K | 0.06% | +107+1.1% | Added |