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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 24,656 | $1.60M | 0.06% | +2,938+13.5% | Added |
| Mount Yale Investment Advisors, LLC | 24,643 | $1.60M | 0.15% | −5,747−18.9% | Reduced |
| Garrison Bradford & Associates Inc | 24,605 | $1.59M | 1.58% | −194−0.8% | Reduced |
| City Holding Co | 24,539 | $1.59M | 0.22% | −5,572−18.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 24,436 | $1.58M | 0.65% | +5,841+31.4% | Added |
| First National Advisers, LLC | 24,419 | $1.58M | 0.25% | −55−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 24,391 | $1.58M | 0.45% | −40−0.2% | Reduced |
| Greenline Partners, LLC | 24,336 | $1.58M | 0.23% | 00.0% | Unchanged |
| Signature Wealth Management Group | 24,308 | $1.58M | 0.63% | +128+0.5% | Added |
| Bollard Group LLC | 24,246 | $1.57M | 0.04% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 24,118 | $1.56M | 0.29% | +1,525+6.7% | Added |
| Moors & Cabot, Inc. | 24,032 | $1.56M | 0.08% | +1,053+4.6% | Added |
| Ally Financial Inc. | 24,000 | $1.56M | 0.19% | +24,000 | New |
| Bokf, NA | 24,484 | $1.55M | 0.03% | −237−1.0% | Reduced |
| Signaturefd, LLC | 23,936 | $1.55M | 0.03% | −2,288−8.7% | Reduced |
| Park Avenue Securities LLC | 23,785 | $1.54M | 0.02% | −4,213−15.0% | Reduced |
| 1st Source Bank | 23,760 | $1.54M | 0.09% | −608−2.5% | Reduced |
| V-Square Quantitative Management LLC | 23,710 | $1.54M | 0.23% | +4,322+22.3% | Added |
| RBF Capital, LLC | 22,500 | $1.53M | 0.08% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 23,657 | $1.53M | 0.52% | +313+1.3% | Added |
| Ascent Wealth Partners, LLC | 23,579 | $1.53M | 0.21% | +218+0.9% | Added |
| Foundations Investment Advisors, LLC | 23,528 | $1.52M | 0.03% | +1,186+5.3% | Added |
| DoubleLine ETF Adviser LP | 23,527 | $1.52M | 0.37% | −1,454−5.8% | Reduced |
| Avitas Wealth Management LLC | 23,488 | $1.52M | 0.21% | −47−0.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 23,466 | $1.52M | 0.15% | −49,883−68.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 23,362 | $1.51M | 0.10% | +1,214+5.5% | Added |
| Covey Capital Advisors, LLC | 23,271 | $1.51M | 1.67% | −607−2.5% | Reduced |
| Chesley Taft & Associates LLC | 23,148 | $1.50M | 0.07% | −425−1.8% | Reduced |
| Diversified Investment Strategies, LLC | 23,137 | $1.50M | 0.99% | −600−2.5% | Reduced |
| Roberts Wealth Advisors, LLC | 23,050 | $1.50M | 0.48% | +905+4.1% | Added |
| MidWestOne Financial Group, Inc. | 22,899 | $1.48M | 0.20% | −1,968−7.9% | Reduced |
| Copperleaf Capital, LLC | 22,886 | $1.48M | 1.14% | +403+1.8% | Added |
| Riverwater Partners LLC | 23,380 | $1.48M | 0.74% | +5,033+27.4% | Added |
| Empowered Funds, LLC | 22,842 | $1.48M | 0.02% | +1,343+6.2% | Added |
| VCI Wealth Management LLC | 22,841 | $1.48M | 0.66% | +22,841 | New |
| Secure Asset Management, LLC | 22,767 | $1.48M | 0.25% | +3,817+20.1% | Added |
| EverSource Wealth Advisors, LLC | 22,704 | $1.47M | 0.09% | +2,351+11.6% | Added |
| Chapman Investment Management, LLC | 22,324 | $1.45M | 1.06% | −22,118−49.8% | Reduced |
| Ronald Blue Trust, Inc. | 19,517 | $1.44M | 0.02% | +5,813+42.4% | Added |
| Alpha Cubed Investments, LLC | 22,025 | $1.43M | 0.06% | −263−1.2% | Reduced |
| Essex Savings Bank | 21,984 | $1.42M | 0.36% | −1,424−6.1% | Reduced |
| Panagora Asset Management Inc | 21,890 | $1.42M | 0.01% | −70.0% | Reduced |
| IFP Advisors, Inc | 21,885 | $1.42M | 0.05% | +695+3.3% | Added |
| Oak Thistle LLC | 21,864 | $1.42M | 0.46% | +17,964+460.6% | Added |
| Letko, Brosseau & Associates Inc | 21,846 | $1.42M | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 21,839 | $1.42M | 0.02% | +173+0.8% | Added |
| RMR Capital Management, LLC | 21,832 | $1.41M | 1.20% | −3,300−13.1% | Reduced |
| First Citizens Bank & Trust Co | 21,791 | $1.41M | 0.03% | +624+2.9% | Added |
| Tiaa Trust, National Association | 21,737 | $1.41M | 0.00% | −1,196−5.2% | Reduced |
| Savant Capital, LLC | 21,536 | $1.40M | 0.01% | +5,403+33.5% | Added |
| Riverpark Capital Management LLC | 21,476 | $1.39M | 2.53% | −5,259−19.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 21,352 | $1.38M | 0.06% | +1,256+6.3% | Added |
| Ridgewood Investments LLC | 21,292 | $1.38M | 0.69% | +11,187+110.7% | Added |
| Soapstone Management L.P. | 21,250 | $1.38M | 1.14% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 21,200 | $1.37M | 0.09% | −1,091−4.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 21,200 | $1.37M | 0.95% | −50.0% | Reduced |
| Huntington National Bank | 21,191 | $1.37M | 0.01% | −2,869−11.9% | Reduced |
| HM Payson & Co | 21,075 | $1.37M | 0.02% | −294−1.4% | Reduced |
| Hedges Asset Management LLC | 21,000 | $1.36M | 0.90% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 20,945 | $1.36M | 0.03% | +6,590+45.9% | Added |
| Texas Yale Capital Corp. | 20,800 | $1.35M | 0.06% | −950−4.4% | Reduced |
| Plato Investment Management Ltd | 20,769 | $1.34M | 0.11% | −1,045−4.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 20,730 | $1.34M | 0.03% | +809+4.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,728 | $1.34M | 0.08% | +11,537+125.5% | Added |
| Zullo Investment Group, Inc. | 20,696 | $1.34M | 0.56% | +111+0.5% | Added |
| Clifford Swan Investment Counsel LLC | 20,682 | $1.34M | 0.05% | +58+0.3% | Added |
| Rothschild Investment LLC | 20,677 | $1.34M | 0.09% | −1,534−6.9% | Reduced |
| Citizens & Northern Corp | 20,486 | $1.33M | 0.40% | +7,006+52.0% | Added |
| Vista Investment Partners LLC | 20,400 | $1.32M | 0.42% | +20,400 | New |
| Umb Bank N A | 20,321 | $1.32M | 0.02% | −516−2.5% | Reduced |
| Maven Securities LTD | 20,288 | $1.31M | 0.15% | −10,873−34.9% | Reduced |
| Eagle Rock Investment Company, LLC | 20,279 | $1.31M | 0.22% | +20,279 | New |
| South Dakota Investment Council | 20,256 | $1.31M | 0.03% | +1,200+6.3% | Added |
| AlTi Global, Inc. | 20,086 | $1.30M | 0.03% | −797−3.8% | Reduced |
| VisionPoint Advisory Group, LLC | 20,078 | $1.30M | 0.44% | +2,218+12.4% | Added |
| Meiji Yasuda Life Insurance Co | 20,077 | $1.30M | 0.02% | −14,468−41.9% | Reduced |
| AXS Investments LLC | 20,056 | $1.30M | 0.35% | +3,571+21.7% | Added |
| Jeppson Wealth Management, LLC | 20,022 | $1.30M | 0.46% | +679+3.5% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.30M | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 19,991 | $1.30M | 0.34% | +928+4.9% | Added |
| GM Advisory Group, Inc. | 19,986 | $1.30M | 0.08% | −400−2.0% | Reduced |
| Focus Financial Network, Inc. | 19,916 | $1.29M | 0.05% | −1,028−4.9% | Reduced |
| Seven Eight Capital, LP | 19,870 | $1.29M | 0.12% | −3,959−16.6% | Reduced |
| Exchange Traded Concepts, LLC | 19,773 | $1.28M | 0.03% | +8,721+78.9% | Added |
| Coldstream Capital Management Inc | 19,277 | $1.28M | 0.03% | +653+3.5% | Added |
| David Loasby | 20,155 | $1.28M | 0.12% | +4,677+30.2% | Added |
| BayBridge Capital Group, LLC | 19,232 | $1.25M | 0.90% | +830+4.5% | Added |
| Venture Visionary Partners LLC | 19,214 | $1.25M | 0.05% | −7,610−28.4% | Reduced |
| Inspire Advisors, LLC | 19,130 | $1.24M | 0.15% | +452+2.4% | Added |
| Prime Capital Investment Advisors, LLC | 19,007 | $1.23M | 0.02% | −78,771−80.6% | Reduced |
| Krilogy Financial LLC | 18,917 | $1.23M | 0.08% | +648+3.5% | Added |
| Advisors Asset Management, Inc. | 18,823 | $1.22M | 0.02% | −974−4.9% | Reduced |
| CenterBook Partners LP | 18,777 | $1.22M | 0.07% | −35,794−65.6% | Reduced |
| BlueMar Capital Management, LLC | 18,773 | $1.22M | 2.44% | 00.0% | Unchanged |
| Bank of Hawaii | 18,569 | $1.20M | 0.05% | −398−2.1% | Reduced |
| Providence Wealth Advisors, LLC | 16,807 | $1.20M | 0.89% | +400+2.4% | Added |
| Commerzbank Aktiengesellschaft | 18,508 | $1.20M | 0.03% | +15,264+470.5% | Added |
| Wealth Alliance | 18,509 | $1.20M | 0.14% | −141−0.8% | Reduced |
| SageView Advisory Group, LLC | 18,492 | $1.20M | 0.06% | −6,255−25.3% | Reduced |
| First Dallas Securities Inc. | 18,463 | $1.20M | 0.50% | −5,538−23.1% | Reduced |