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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 10,163 | $658.7K | 0.01% | −3,488−25.6% | Reduced |
| Martingale Asset Management L P | 10,155 | $658.1K | 0.02% | −29,048−74.1% | Reduced |
| Teacher Retirement System of Texas | 10,115 | $656.0K | 0.00% | −19,202−65.5% | Reduced |
| Westmount Partners, LLC | 10,054 | $651.6K | 0.20% | +150+1.5% | Added |
| Invictus Private Wealth, LLC | 10,051 | $651.4K | 0.05% | +36+0.4% | Added |
| Wealthcare Advisory Partners LLC | 10,048 | $651.2K | 0.02% | −3,025−23.1% | Reduced |
| Viawealth, LLC | 10,048 | $651.2K | 0.38% | +532+5.6% | Added |
| Ironwood Financial, llc | 10,002 | $648.2K | 0.14% | −231−2.3% | Reduced |
| Avalon Trust Co | 10,000 | $648.1K | 0.05% | −4,000−28.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,000 | $648.1K | 0.01% | −132−1.3% | Reduced |
| BigSur Wealth Management LLC | 10,000 | $648.1K | 0.18% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 10,000 | $648.1K | 0.36% | +10,000 | New |
| Enterprise Bank & Trust Co | 9,982 | $646.9K | 0.21% | −158−1.6% | Reduced |
| Winton Group Ltd | 9,957 | $645.3K | 0.05% | +9,957 | New |
| Mystic Asset Management, Inc. | 9,954 | $645.1K | 0.24% | +195+2.0% | Added |
| Kennebec Savings Bank | 9,942 | $644.3K | 0.64% | +9,942 | New |
| Pitcairn Co | 9,910 | $642.3K | 0.04% | −2,310−18.9% | Reduced |
| Private Capital Management LLC | 9,910 | $642.3K | 0.12% | +4,062+69.5% | Added |
| Clean Yield Group | 9,873 | $639.9K | 0.20% | +33+0.3% | Added |
| United Community Bank | 9,850 | $638.4K | 0.25% | −140−1.4% | Reduced |
| Drive Wealth Management, LLC | 9,841 | $637.8K | 0.17% | +503+5.4% | Added |
| Meridian Wealth Management, LLC | 9,815 | $636.1K | 0.03% | +9,815 | New |
| Catalytic Wealth RIA, LLC | 9,768 | $633.1K | 0.11% | +4,672+91.7% | Added |
| Cavalier Investments, LLC | 9,754 | $632.2K | 0.19% | +552+6.0% | Added |
| Logan Capital Management Inc | 9,729 | $630.5K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 9,748 | $629.4K | 0.04% | −184−1.9% | Reduced |
| Marcum Wealth, LLC | 9,709 | $629.2K | 0.06% | +114+1.2% | Added |
| FinTrust Capital Advisors, LLC | 9,663 | $627.2K | 0.11% | −728−7.0% | Reduced |
| Brophy Wealth Management, LLC | 9,655 | $625.7K | 0.22% | +9,655 | New |
| Hara Capital LLC | 9,612 | $623.0K | 0.39% | +2,480+34.8% | Added |
| NBT Bank N A | 9,605 | $622.5K | 0.04% | +651+7.3% | Added |
| Canopy Partners, LLC | 9,604 | $622.4K | 0.27% | −88−0.9% | Reduced |
| Regatta Capital Group, LLC | 9,601 | $622.3K | 0.12% | +55+0.6% | Added |
| Manchester Financial Inc | 9,587 | $621.3K | 0.13% | +10.0% | Added |
| Western Wealth Management, LLC | 9,559 | $619.5K | 0.04% | −1,073−10.1% | Reduced |
| Demars Financial Group, LLC | 9,500 | $615.7K | 0.28% | +50+0.5% | Added |
| Citizens National Bank Trust Department | 9,455 | $612.8K | 0.13% | −2,610−21.6% | Reduced |
| Vanguard Capital Wealth Advisors | 9,450 | $612.5K | 0.64% | +1,500+18.9% | Added |
| Crumly & Associates Inc. | 9,425 | $610.8K | 0.17% | +230+2.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,387 | $608.4K | 0.11% | +635+7.3% | Added |
| Castleark Management LLC | 9,360 | $606.6K | 0.02% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 9,321 | $604.1K | 0.46% | +610+7.0% | Added |
| Retirement Planning Group | 9,302 | $602.9K | 0.03% | −112−1.2% | Reduced |
| Strategic Blueprint, LLC | 9,273 | $601.0K | 0.04% | −706−7.1% | Reduced |
| Lountzis Asset Management, LLC | 9,249 | $599.4K | 0.25% | +1,230+15.3% | Added |
| One Capital Management, LLC | 9,248 | $599.4K | 0.02% | +195+2.2% | Added |
| Telos Capital Management, Inc. | 9,218 | $597.4K | 0.06% | −8,126−46.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,201 | $596.3K | 0.16% | +174+1.9% | Added |
| St Germain D J Co Inc | 9,182 | $595.1K | 0.03% | −6,590−41.8% | Reduced |
| CX Institutional | 9,100 | $589.8K | 0.03% | −72−0.8% | Reduced |
| Haverford Trust Co | 9,094 | $589.4K | 0.01% | −714−7.3% | Reduced |
| KG&L Capital Management,LLC | 9,061 | $587.2K | 0.19% | +9,061 | New |
| Osborne Partners Capital Management, LLC | 9,019 | $584.5K | 0.03% | 00.0% | Unchanged |
| Kearns & Associates LLC | 9,000 | $583.3K | 0.38% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,977 | $581.7K | 0.02% | −483−5.1% | Reduced |
| First Western Trust Bank | 8,973 | $581.5K | 0.03% | −907−9.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,950 | $580.0K | 0.09% | +8,950 | New |
| Boothbay Fund Management, LLC | 8,909 | $577.4K | 0.02% | +3,739+72.3% | Added |
| Howard Bailey Securities, LLC | 8,875 | $575.2K | 0.22% | +8,875 | New |
| Keebeck Wealth Management, LLC | 8,870 | $574.8K | 0.08% | +102+1.2% | Added |
| Lazari Capital Management, Inc. | 8,840 | $572.9K | 0.25% | −361−3.9% | Reduced |
| Graypoint LLC | 8,828 | $572.2K | 0.04% | +670+8.2% | Added |
| Larson Financial Group LLC | 8,760 | $567.8K | 0.03% | +6,936+380.3% | Added |
| Kestra Private Wealth Services, LLC | 8,735 | $566.1K | 0.01% | −1,898−17.9% | Reduced |
| Index Fund Advisors, Inc. | 8,704 | $564.1K | 0.03% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 8,694 | $563.5K | 0.08% | −457−5.0% | Reduced |
| Premier Path Wealth Partners, LLC | 8,641 | $560.0K | 0.09% | −597−6.5% | Reduced |
| Morton Community Bank | 8,632 | $559.4K | 0.15% | −2,235−20.6% | Reduced |
| Quadcap Wealth Management, LLC | 8,622 | $558.8K | 0.09% | +145+1.7% | Added |
| Northwest Bank & Trust Co | 8,616 | $558.3K | 0.42% | +110+1.3% | Added |
| Skopos Labs, Inc. | 8,568 | $555.3K | 0.18% | −544−6.0% | Reduced |
| Independent Financial Group, LLC | 8,561 | $554.8K | 0.02% | +909+11.9% | Added |
| Brookstone Capital Management | 8,468 | $548.8K | 0.01% | +422+5.2% | Added |
| Simon Quick Advisors, LLC | 8,467 | $548.8K | 0.03% | +1,520+21.9% | Added |
| Los Angeles Capital Management LLC | 8,461 | $548.4K | 0.00% | −987,315−99.2% | Reduced |
| Howard Capital Management Inc. | 8,449 | $547.6K | 0.01% | +8,449 | New |
| Founders Financial Securities LLC | 8,448 | $547.5K | 0.05% | +266+3.3% | Added |
| Heartland Bank & Trust Co | 8,421 | $545.8K | 0.29% | −614−6.8% | Reduced |
| Compass Advisory Group LLC | 8,375 | $542.8K | 0.21% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 8,342 | $540.6K | 0.14% | +260+3.2% | Added |
| Legacy Capital Wealth Partners, LLC | 8,290 | $537.3K | 0.11% | +586+7.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,281 | $536.7K | 0.12% | −103−1.2% | Reduced |
| Paradigm Capital Management, LLC | 8,275 | $536.0K | 0.51% | +8,275 | New |
| Sutton Place Investors LLC | 8,268 | $535.9K | 0.33% | +182+2.3% | Added |
| Bullock Wealth Management Group | 8,379 | $535.5K | 0.32% | +73+0.9% | Added |
| Parkside Financial Bank & Trust | 8,167 | $529.3K | 0.07% | −314−3.7% | Reduced |
| Bradley Foster & Sargent Inc | 8,142 | $527.7K | 0.01% | +633+8.4% | Added |
| Navellier & Associates Inc | 8,100 | $525.0K | 0.07% | −3,255−28.7% | Reduced |
| Stokes Family Office, LLC | 8,070 | $523.0K | 0.06% | −375−4.4% | Reduced |
| Auxier Asset Management | 8,050 | $521.7K | 0.08% | +8,050 | New |
| Cypress Wealth Services, LLC | 8,026 | $520.1K | 0.11% | −85−1.0% | Reduced |
| Norden Group LLC | 7,970 | $516.5K | 0.06% | +7,970 | New |
| Brown Brothers Harriman & Co | 7,959 | $515.8K | 0.00% | −9,550−54.5% | Reduced |
| CoreCap Advisors, LLC | 7,957 | $515.7K | 0.02% | +7,957 | New |
| Albion Financial Group | 7,951 | $515.3K | 0.04% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 7,917 | $513.1K | 0.09% | −12−0.2% | Reduced |
| Veracity Capital LLC | 7,916 | $513.0K | 0.20% | −822−9.4% | Reduced |
| Americana Partners, LLC | 7,915 | $513.0K | 0.03% | −82,126−91.2% | Reduced |
| Concentric Wealth Management, LLC | 7,893 | $511.5K | 0.12% | +30.0% | Added |
| Federated Hermes, Inc. | 7,875 | $510.4K | 0.00% | +354+4.7% | Added |