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, Q1 2026
Institutional positions in Schwab Charles Corp as of Mar 31, 2026. 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
- 2,340
- +46 vs. Q4 2025
- Shares held
- 1.41B
- +130.8M (+10.2%) vs. Q4 2025
- Total value
- $133.5B
- +$5.57B (+4.4%) vs. Q4 2025
- New holders
- 200
- 987 more added
- Sold out
- 154
- 875 more reduced
35 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financially Speaking Inc | 1 | $94 | 0.00% | +1 | New |
| Parallax Volatility Advisers, L.P. | 2 | $188 | 0.00% | −160,690−100.0% | Reduced |
| Rakuten Securities, Inc. | 3 | $282 | 0.00% | −106−97.2% | Reduced |
| Y.D. More Investments Ltd | 1,067 | $317 | 0.00% | −137−11.4% | Reduced |
| Ameriflex Group, Inc. | 4 | $376 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 7 | $658 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 7 | $658 | 0.00% | +7 | New |
| USA Financial Portformulas Corp | 9 | $846 | 0.00% | −5,281−99.8% | Reduced |
| Hara Capital LLC | 10 | $940 | 0.00% | −1,228−99.2% | Reduced |
| Atlantic Private Wealth, LLC | 10 | $943 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 12 | $1.00K | 0.00% | +12 | New |
| Redwood Park Advisors LLC | 11 | $1.03K | 0.00% | −3−21.4% | Reduced |
| Southern Michigan Bank & Trust | 11 | $1.03K | 0.00% | +11 | New |
| Networth Advisors, LLC | 11 | $1.03K | 0.00% | +11 | New |
| Basepoint Wealth LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 16 | $1.50K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 16 | $1.51K | 0.00% | +7+77.8% | Added |
| DecisionPoint Financial, LLC | 17 | $1.62K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $1.79K | 0.00% | −6−24.0% | Reduced |
| Hamrick Investment Counsel, llc | 20 | $1.88K | 0.00% | +20 | New |
| DHJJ Financial Advisors, Ltd. | 20 | $1.90K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 17 | $2.00K | 0.00% | +17 | New |
| Quest 10 Wealth Builders, Inc. | 22 | $2.07K | 0.00% | +15+214.3% | Added |
| Fairman Group, LLC | 23 | $2.16K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 24 | $2.26K | 0.00% | −29−54.7% | Reduced |
| Merkkuri Wealth Advisors LLC | 26 | $2.48K | 0.00% | +26 | New |
| Vision Retirement, LLC | 27 | $2.54K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $2.54K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 30 | $2.82K | 0.00% | −17−36.2% | Reduced |
| Richard W. Paul & Associates, LLC | 30 | $2.82K | 0.00% | +17+130.8% | Added |
| PlanVest Financial, Inc | 30 | $2.83K | 0.00% | +30 | New |
| 1620 Investment Advisors, Inc. | 33 | $3.10K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 34 | $3.15K | 0.11% | −13−27.7% | Reduced |
| Minot DeBlois Advisors LLC | 35 | $3.29K | 0.00% | −160−82.1% | Reduced |
| Benson Wealth Management INC | 35 | $3.29K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 317 | $3.37K | 0.07% | +317 | New |
| TopTier Wealth Management, LLC | 39 | $3.67K | 0.00% | +39 | New |
| Hoey Investments, Inc | 39 | $3.67K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 40 | $3.76K | 0.00% | +40 | New |
| Three Bearings Fiduciary Advisors, Inc. | 40 | $3.76K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 42 | $3.95K | 0.00% | −466−91.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 42 | $3.95K | 0.07% | −6−12.5% | Reduced |
| Bangor Savings Bank | 46 | $4.32K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 47 | $4.42K | 0.00% | −70,945−99.9% | Reduced |
| Bard Associates Inc | 47 | $4.42K | 0.00% | +47 | New |
| Register Financial Advisors LLC | 49 | $4.61K | 0.00% | +49 | New |
| 1015 Capital Partners, LLC | 51 | $4.79K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 52 | $4.89K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 55 | $5.17K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 57 | $5.36K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 57 | $5.39K | 0.00% | −167−74.6% | Reduced |
| Legacy Wealth Managment, LLC | 58 | $5.45K | 0.00% | +11+23.4% | Added |
| Nvest Wealth Strategies, Inc. | 61 | $5.73K | 0.00% | −42−40.8% | Reduced |
| Clayton Financial Group LLC | 61 | $5.73K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 62 | $5.83K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 62 | $5.83K | 0.00% | +62 | New |
| Tidemark, LLC | 64 | $6.01K | 0.00% | +13+25.5% | Added |
| Holos Integrated Wealth LLC | 65 | $6.07K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 69 | $6.49K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 84 | $6.59K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 71 | $6.70K | 0.00% | +21+42.0% | Added |
| Centerpoint Advisors, LLC | 77 | $7.00K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 75 | $7.05K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 77 | $7.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 83 | $7.80K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 84 | $7.89K | 0.00% | +30+55.6% | Added |
| Bayforest Capital Ltd | 85 | $7.99K | 0.01% | +85 | New |
| American National Bank | 90 | $8.46K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 90 | $8.46K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 90 | $8.46K | 0.00% | +90 | New |
| Centennial Bank | 92 | $8.65K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 93 | $8.74K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 94 | $8.83K | 1.14% | +94 | New |
| Atomic Invest LLC | 98 | $9.14K | 0.00% | −7−6.7% | Reduced |
| Retirement Wealth Solutions LLC | 98 | $9.21K | 0.01% | +78+390.0% | Added |
| Sfam, LLC | 100 | $9.40K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $9.40K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 100 | $9.40K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 100 | $9.40K | 0.00% | +100 | New |
| Intentional Wealth Strategies, LLC | 100 | $9.40K | 0.01% | +100 | New |
| Osbon Capital Management LLC | 102 | $9.59K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 103 | $9.68K | 0.00% | +1+1.0% | Added |
| Contravisory Investment Management, Inc. | 112 | $10.5K | 0.00% | +112 | New |
| Raleigh Capital Management Inc. | 112 | $10.5K | 0.00% | +92+460.0% | Added |
| Bare Financial Services, Inc | 114 | $10.7K | 0.00% | −13−10.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 114 | $10.7K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 114 | $10.8K | 0.00% | +63+123.5% | Added |
| Lloyd Advisory Services, LLC. | 114 | $10.8K | 0.00% | +94+470.0% | Added |
| MRP Capital Investments, LLC | 115 | $10.8K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 121 | $11.4K | 0.03% | 00.0% | Unchanged |
| Imprint Wealth LLC | 128 | $12.0K | 0.05% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 128 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 130 | $12.2K | 0.01% | +71+120.3% | Added |
| Swiss Re Ltd | 133 | $12.5K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 147 | $13.0K | 0.00% | −3,834−96.3% | Reduced |
| McGuire Capital Advisors Inc | 142 | $13.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 144 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 147 | $13.8K | 0.01% | −60−29.0% | Reduced |
| Aventura Private Wealth, LLC | 147 | $13.9K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 148 | $13.9K | 0.01% | 00.0% | Unchanged |