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, 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 | 2,173 | $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, 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 |
|---|---|---|---|---|---|
| Client 1st Advisory Group, LLC | 6,597 | $620.0K | 0.19% | +145+2.2% | Added |
| LVW Advisors, LLC | 6,612 | $621.4K | 0.06% | +3,586+118.5% | Added |
| CMG Global Holdings, LLC | 6,628 | $622.9K | 0.30% | +294+4.6% | Added |
| Delta Investment Management, LLC | 6,639 | $623.9K | 0.11% | +860+14.9% | Added |
| Garrison Point Advisors, LLC | 6,640 | $624.0K | 0.28% | −175−2.6% | Reduced |
| Apriem Advisors | 6,648 | $624.8K | 0.06% | −2,198−24.8% | Reduced |
| Kingsview Wealth Management, LLC | 6,661 | $626.0K | 0.01% | −31,584−82.6% | Reduced |
| RW Investment Management LLC | 6,686 | $628.4K | 0.06% | +6,686 | New |
| Sterling Investment Counsel, LLC | 6,692 | $628.9K | 0.18% | +1,962+41.5% | Added |
| Stokes Family Office, LLC | 6,708 | $630.4K | 0.07% | −485−6.7% | Reduced |
| Aspetuck Financial Management LLC | 6,721 | $631.6K | 0.43% | +164+2.5% | Added |
| TAGStone Capital, Inc. | 6,726 | $632.1K | 0.22% | +16+0.2% | Added |
| Secured Retirement Advisors, LLC | 6,729 | $632.4K | 0.36% | −120−1.8% | Reduced |
| Palisade Capital Management LLC | 6,734 | $632.9K | 0.02% | +1,684+33.3% | Added |
| Sompo Asset Management Co., Ltd. | 6,760 | $635.3K | 0.12% | +2,900+75.1% | Added |
| Optas, LLC | 6,768 | $636.1K | 0.10% | +51+0.8% | Added |
| Alta Advisers Ltd | 6,770 | $636.2K | 0.23% | 00.0% | Unchanged |
| Vann Equity Management LLC | 6,792 | $638.3K | 0.45% | +6,792 | New |
| Virtue Capital Management, LLC | 6,871 | $639.4K | 0.10% | −1,788−20.6% | Reduced |
| Arcataur Capital Management LLC | 6,818 | $640.8K | 0.18% | −10−0.1% | Reduced |
| Bahl & Gaynor Inc | 6,827 | $641.6K | 0.00% | −428−5.9% | Reduced |
| Defined Wealth Management, LLC | 6,849 | $643.7K | 0.38% | +46+0.7% | Added |
| Oslo Pensjonsforsikring AS | 6,874 | $646.0K | 0.10% | +6,874 | New |
| Sky Investment Group LLC | 6,885 | $647.1K | 0.11% | +600+9.5% | Added |
| Mogy Joel R Investment Counsel Inc | 6,897 | $648.2K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,912 | $649.5K | 0.05% | −14−0.2% | Reduced |
| PFG Investments, LLC | 6,915 | $649.9K | 0.03% | −9−0.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,917 | $650.1K | 0.07% | +948+15.9% | Added |
| Hantz Financial Services, Inc. | 6,947 | $653.0K | 0.01% | +3,608+108.1% | Added |
| Auxier Asset Management | 6,968 | $654.9K | 0.09% | +218+3.2% | Added |
| Inscription Capital, LLC | 7,015 | $659.3K | 0.07% | −290−4.0% | Reduced |
| Osborne Partners Capital Management, LLC | 7,029 | $660.6K | 0.03% | +50+0.7% | Added |
| Naviter Wealth, LLC | 7,032 | $660.9K | 0.08% | +21+0.3% | Added |
| Transcend Wealth Collective, LLC | 7,041 | $661.8K | 0.05% | +879+14.3% | Added |
| Gryphon Financial Partners LLC | 7,131 | $670.2K | 0.07% | +1,463+25.8% | Added |
| Rehmann Capital Advisory Group | 7,145 | $671.5K | 0.03% | −138−1.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,189 | $676.0K | 0.20% | −21−0.3% | Reduced |
| Coign Capital Advisors LLC | 7,238 | $680.2K | 0.36% | +418+6.1% | Added |
| Mission Creek Capital Partners, Inc. | 7,263 | $682.6K | 0.14% | +3,388+87.4% | Added |
| Ellevest, Inc. | 7,264 | $682.7K | 0.09% | +16+0.2% | Added |
| Versant Capital Management, Inc | 7,270 | $683.2K | 0.07% | +1,788+32.6% | Added |
| Accredited Investors Inc. | 7,286 | $684.7K | 0.04% | −596−7.6% | Reduced |
| Larry Mathis Financial Planning, LLC | 7,286 | $684.8K | 0.61% | 00.0% | Unchanged |
| First Western Trust Bank | 7,328 | $688.7K | 0.03% | −256−3.4% | Reduced |
| Vigilare Wealth Management | 7,363 | $692.0K | 0.23% | −2,336−24.1% | Reduced |
| Capital Performance Advisors LLP | 7,367 | $692.3K | 0.05% | +501+7.3% | Added |
| Compass Advisory Group LLC | 7,375 | $693.1K | 0.19% | −500−6.3% | Reduced |
| Unified Investment Management | 7,389 | $694.4K | 0.71% | +337+4.8% | Added |
| Novem Group | 7,479 | $702.8K | 0.08% | −1,848−19.8% | Reduced |
| Marathon Trading Investment Management LLC | 7,500 | $704.9K | 0.21% | +7,500 | New |
| Mather Group, LLC. | 7,543 | $708.9K | 0.01% | −525−6.5% | Reduced |
| Sweeney & Michel, LLC | 7,333 | $709.8K | 0.21% | +115+1.6% | Added |
| Summit Global Investments | 7,552 | $710.0K | 0.04% | 00.0% | Unchanged |
| Old Port Advisors | 7,684 | $722.1K | 0.17% | +140+1.9% | Added |
| Tred Avon Family Wealth, LLC | 7,706 | $724.2K | 0.24% | −409−5.0% | Reduced |
| Athena Investment Management | 7,708 | $724.4K | 0.38% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,710 | $724.6K | 0.03% | −31−0.4% | Reduced |
| Affinity Investment Advisors, LLC | 7,710 | $724.6K | 0.45% | +4,581+146.4% | Added |
| Neville Rodie & Shaw Inc | 7,735 | $727.0K | 0.05% | +125+1.6% | Added |
| Viawealth, LLC | 7,740 | $727.4K | 0.40% | 00.0% | Unchanged |
| LCNB Corp | 7,747 | $728.1K | 0.24% | −41−0.5% | Reduced |
| Dutch Asset Corp | 7,750 | $728.3K | 0.49% | +1,500+24.0% | Added |
| One Wealth Advisors, LLC | 7,769 | $730.1K | 0.09% | +39+0.5% | Added |
| Heartland Bank & Trust Co | 7,808 | $733.8K | 0.17% | +294+3.9% | Added |
| Bragg Financial Advisors, Inc | 7,815 | $734.5K | 0.02% | −30−0.4% | Reduced |
| Verity Asset Management, Inc. | 7,819 | $734.8K | 0.31% | −179−2.2% | Reduced |
| SkyView Investment Advisors, LLC | 7,838 | $737.0K | 0.10% | −410−5.0% | Reduced |
| Founders Financial Securities LLC | 7,584 | $737.7K | 0.04% | −10.0% | Reduced |
| Intrepid Financial Planning Group LLC | 7,927 | $745.0K | 0.30% | +2,125+36.6% | Added |
| Orser Capital Management, LLC | 7,936 | $745.8K | 0.52% | +1,315+19.9% | Added |
| Independent Financial Group, LLC | 7,953 | $747.4K | 0.02% | +247+3.2% | Added |
| Bramshill Investments, LLC | 7,953 | $747.4K | 0.06% | +7,953 | New |
| Capital Markets Trading UK LLP | 7,962 | $748.0K | 0.67% | +5,391+209.7% | Added |
| Okabena Investment Services Inc | 7,963 | $748.4K | 0.14% | −15,152−65.6% | Reduced |
| Silver Oak Securities, Inc | 7,985 | $750.5K | 0.05% | +72+0.9% | Added |
| Net Worth Advisory Group | 7,992 | $751.1K | 0.16% | −189−2.3% | Reduced |
| OneAscent Financial Services LLC | 8,010 | $752.8K | 0.04% | +3,862+93.1% | Added |
| Smith, Moore & Co. | 8,011 | $752.9K | 0.05% | −4,002−33.3% | Reduced |
| Massmutual Trust Co FSB | 8,022 | $753.9K | 0.02% | −255−3.1% | Reduced |
| TownSquare Capital, LLC | 8,024 | $754.1K | 0.17% | +677+9.2% | Added |
| Farringdon Capital, Ltd. | 8,028 | $754.5K | 0.17% | +4,141+106.5% | Added |
| Kennebec Savings Bank | 8,037 | $755.3K | 0.68% | 00.0% | Unchanged |
| Boltwood Capital Management | 8,037 | $755.3K | 0.19% | +256+3.3% | Added |
| Mitchell Sinkler & Starr | 8,042 | $755.8K | 0.35% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 8,045 | $756.1K | 0.02% | −404−4.8% | Reduced |
| SeaCrest Wealth Management, LLC | 8,061 | $757.5K | 0.08% | −589−6.8% | Reduced |
| Fiduciary Trust Co | 8,070 | $758.4K | 0.01% | +1,438+21.7% | Added |
| IHT Wealth Management, LLC | 8,074 | $758.8K | 0.02% | +843+11.7% | Added |
| Lyell Wealth Management, LP | 8,078 | $759.2K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 8,078 | $759.2K | 0.15% | +1,102+15.8% | Added |
| Kera Capital Partners, Inc. | 8,119 | $763.0K | 0.09% | −528−6.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,160 | $766.9K | 0.02% | +1,457+21.7% | Added |
| St Germain D J Co Inc | 8,198 | $770.4K | 0.03% | +66+0.8% | Added |
| HMV Wealth Advisors, LLC | 8,249 | $775.2K | 0.36% | −242−2.9% | Reduced |
| Polymer Capital Management (US) LLC | 8,263 | $776.6K | 0.12% | −1,888−18.6% | Reduced |
| Ramirez Asset Management, Inc. | 8,313 | $781.3K | 0.09% | +45+0.5% | Added |
| Zions Bancorporation, National Association | 8,339 | $783.7K | 0.05% | −3,492−29.5% | Reduced |
| CVA Family Office, LLC | 8,344 | $784.1K | 0.08% | +615+8.0% | Added |
| Inceptionr LLC | 8,358 | $785.5K | 0.19% | +8,358 | New |
| SFMG, LLC | 8,364 | $786.0K | 0.05% | −137−1.6% | Reduced |