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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 8,401 | $789.5K | 0.13% | −1,430−14.5% | Reduced |
| Klingman & Associates, LLC | 8,417 | $791.0K | 0.04% | +125+1.5% | Added |
| Bluedoor Private Wealth, LLC | 8,521 | $800.8K | 0.37% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 8,545 | $803.0K | 0.31% | −1,232−12.6% | Reduced |
| Parkside Financial Bank & Trust | 8,575 | $805.9K | 0.06% | +22+0.3% | Added |
| Modern Wealth Management, LLC | 8,752 | $808.3K | 0.01% | +106+1.2% | Added |
| N.E.W. Advisory Services LLC | 8,641 | $812.1K | 0.06% | +20.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 8,643 | $812.3K | 0.06% | +1,121+14.9% | Added |
| Fidelis Capital Partners, LLC | 8,647 | $812.6K | 0.06% | +81+0.9% | Added |
| Quadcap Wealth Management, LLC | 8,667 | $814.5K | 0.09% | +45+0.5% | Added |
| Cypress Wealth Services, LLC | 8,703 | $817.9K | 0.12% | +14+0.2% | Added |
| Joel Isaacson & Co., LLC | 8,731 | $820.5K | 0.03% | −243−2.7% | Reduced |
| AlphaGrep UK Ltd | 8,745 | $821.9K | 0.24% | +85+1.0% | Added |
| Oregon Pacific Wealth Management, LLC | 8,747 | $822.0K | 0.86% | +642+7.9% | Added |
| SMART Wealth LLC | 8,760 | $823.3K | 0.24% | −2,336−21.1% | Reduced |
| Hyperion Capital Advisors LP | 8,767 | $823.9K | 0.40% | −89,113−91.0% | Reduced |
| Nilsine Partners, LLC | 9,096 | $825.6K | 0.06% | −683−7.0% | Reduced |
| Regatta Capital Group, LLC | 8,797 | $826.8K | 0.13% | −63−0.7% | Reduced |
| Manchester Financial Inc | 8,812 | $828.2K | 0.16% | −72−0.8% | Reduced |
| Sutton Place Investors LLC | 8,818 | $828.7K | 0.45% | −196−2.2% | Reduced |
| RFG Advisory, LLC | 8,829 | $829.7K | 0.02% | −3,024−25.5% | Reduced |
| Integral Investment Advisors, Inc. | 8,851 | $831.8K | 0.21% | −406−4.4% | Reduced |
| International Assets Investment Management, LLC | 9,006 | $831.8K | 0.06% | +2,350+35.3% | Added |
| Waterloo Capital, L.P. | 8,897 | $836.1K | 0.06% | +3,246+57.4% | Added |
| Avondale Wealth Management | 8,900 | $836.4K | 0.41% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 8,916 | $837.9K | 0.14% | +2,737+44.3% | Added |
| West Financial Advisors, LLC | 9,000 | $845.8K | 0.14% | −3,600−28.6% | Reduced |
| Kearns & Associates LLC | 9,000 | $845.8K | 0.46% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 9,009 | $846.7K | 0.46% | −116−1.3% | Reduced |
| Capital Investment Advisors, LLC | 9,047 | $850.2K | 0.01% | +443+5.1% | Added |
| Tactive Advisors, LLC | 9,091 | $854.4K | 0.24% | +1,231+15.7% | Added |
| Wealthcare Advisory Partners LLC | 9,091 | $854.4K | 0.02% | +430+5.0% | Added |
| Leavell Investment Management, Inc. | 9,124 | $857.5K | 0.04% | −1,100−10.8% | Reduced |
| Torrey Growth & Income Advisors | 9,181 | $857.5K | 0.36% | +49+0.5% | Added |
| 71 West Capital Partners | 9,160 | $860.9K | 0.04% | +2,838+44.9% | Added |
| Robertson Stephens Wealth Management, LLC | 9,165 | $861.3K | 0.02% | −2,835−23.6% | Reduced |
| Canandaigua National Trust Co of Florida | 9,166 | $861.4K | 0.69% | −603−6.2% | Reduced |
| One Capital Management, LLC | 9,183 | $863.1K | 0.02% | +68+0.7% | Added |
| Davidson Kahn Capital Management, LLC | 9,234 | $867.8K | 0.46% | −1,783−16.2% | Reduced |
| TCI Wealth Advisors, Inc. | 9,263 | $870.5K | 0.05% | +717+8.4% | Added |
| Sax Wealth Advisors, LLC | 8,752 | $874.4K | 0.04% | −348−3.8% | Reduced |
| Old Peak Finance LLC | 9,338 | $877.6K | 0.51% | +61+0.7% | Added |
| Bain Capital Public Equity, LP | 9,425 | $885.8K | 4.93% | +9,425 | New |
| Miller Global Investments, LLC | 9,470 | $890.0K | 0.82% | −40.0% | Reduced |
| Trust Point Inc. | 9,512 | $893.9K | 0.08% | +1,982+26.3% | Added |
| Herold Advisors, Inc. | 9,532 | $895.8K | 0.20% | +184+2.0% | Added |
| Advisor Resource Council | 9,533 | $895.9K | 0.35% | −77−0.8% | Reduced |
| Independence Bank of Kentucky | 9,560 | $898.4K | 0.11% | −625−6.1% | Reduced |
| Forbes J M & Co LLP | 9,563 | $898.7K | 0.08% | +61+0.6% | Added |
| Ark Wealth Advisors LLC | 9,568 | $899.2K | 0.89% | +487+5.4% | Added |
| Bright Futures Wealth Management, LLC. | 9,574 | $899.7K | 0.62% | +9,574 | New |
| Accuvest Global Advisors | 9,584 | $901.0K | 0.84% | −19,163−66.7% | Reduced |
| Ameritas Advisory Services, LLC | 9,607 | $902.9K | 0.04% | +4,321+81.7% | Added |
| Ethos Financial Group, LLC | 9,612 | $903.4K | 0.07% | +1,147+13.5% | Added |
| Kirtland Hills Capital Management, LLC | 9,865 | $905.6K | 0.29% | +497+5.3% | Added |
| Sovereign's Capital Management, LLC | 9,727 | $914.1K | 0.67% | −720−6.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,753 | $916.6K | 0.04% | +1,923+24.6% | Added |
| Erste Asset Management GmbH | 9,874 | $918.9K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 9,803 | $921.3K | 0.16% | 00.0% | Unchanged |
| Avise Financial Cooperative, Inc. | 9,830 | $923.8K | 0.76% | +324+3.4% | Added |
| First Dallas Securities Inc. | 9,849 | $925.6K | 0.34% | −1,048−9.6% | Reduced |
| HBK Investments L P | 9,856 | $926.3K | 0.01% | +9,856 | New |
| Gateway Wealth Partners, LLC | 9,862 | $926.8K | 0.04% | +9,862 | New |
| Independence Wealth Advisors, LLC | 9,865 | $927.1K | 0.49% | +1,254+14.6% | Added |
| Edmond de Rothschild Holding S.A. | 10,000 | $939.8K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $939.8K | 0.26% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 10,000 | $939.8K | 0.82% | +10,000 | New |
| Variant Private Wealth, LLC | 10,042 | $943.7K | 1.14% | +31+0.3% | Added |
| Element Pointe Advisors, LLC | 10,066 | $946.0K | 0.18% | +10,066 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,074 | $946.7K | 0.16% | +133+1.3% | Added |
| PDS Planning, Inc | 10,081 | $947.4K | 0.06% | +219+2.2% | Added |
| Silvercrest Asset Management Group LLC | 10,140 | $953.0K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 10,149 | $953.8K | 0.04% | −35,931−78.0% | Reduced |
| Citizens National Bank Trust Department | 10,165 | $955.3K | 0.16% | +2,655+35.4% | Added |
| Kanawha Capital Management LLC | 10,182 | $956.9K | 0.07% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 10,193 | $957.9K | 0.01% | +1,050+11.5% | Added |
| Opal Capital LLC | 10,211 | $959.6K | 0.17% | +8,244+419.1% | Added |
| Kathmere Capital Management, LLC | 10,227 | $961.1K | 0.06% | +2,433+31.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,285 | $966.6K | 0.07% | +291+2.9% | Added |
| Harbour Investments, Inc. | 10,287 | $966.8K | 0.01% | +2,537+32.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,220 | $968.9K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,322 | $970.1K | 0.02% | +2,621+34.0% | Added |
| Crumly & Associates Inc. | 10,364 | $974.0K | 0.20% | +873+9.2% | Added |
| SJS Investment Consulting Inc. | 10,402 | $977.6K | 0.12% | +50.0% | Added |
| Moseley Investment Management Inc | 10,439 | $981.1K | 0.31% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 10,483 | $985.2K | 0.03% | +192+1.9% | Added |
| Keebeck Wealth Management, LLC | 10,487 | $985.6K | 0.11% | +1,388+15.3% | Added |
| Navalign, LLC | 10,509 | $987.6K | 0.25% | −13−0.1% | Reduced |
| Invictus Private Wealth, LLC | 10,536 | $990.2K | 0.06% | +7+0.1% | Added |
| Frec Markets, Inc. | 10,543 | $990.8K | 0.17% | +2,664+33.8% | Added |
| Exencial Wealth Advisors, LLC | 10,591 | $995.3K | 0.03% | +6,962+191.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 10,603 | $996.5K | 0.31% | −94−0.9% | Reduced |
| Northcape Wealth Management, LLC | 10,637 | $999.7K | 0.27% | 00.0% | Unchanged |
| Future Fund LLC | 10,696 | $1.01M | 0.35% | +69+0.6% | Added |
| Jacobs Levy Equity Management, Inc | 10,713 | $1.01M | 0.00% | +10,713 | New |
| Sage Rhino Capital LLC | 10,755 | $1.01M | 0.19% | −270−2.4% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 10,777 | $1.01M | 0.31% | −1,434−11.7% | Reduced |
| H&H Retirement Design & Management INC | 11,059 | $1.01M | 0.49% | −683−5.8% | Reduced |
| Novare Capital Management LLC | 10,787 | $1.01M | 0.08% | −748−6.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,824 | $1.02M | 0.03% | +675+6.7% | Added |