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 |
|---|---|---|---|---|---|
| S&G Foundation | 10,837 | $1.02M | 0.05% | +10,837 | New |
| Thor Investment Management Inc | 10,837 | $1.02M | 0.54% | +36+0.3% | Added |
| Tranquility Partners, LLC | 10,872 | $1.02M | 0.39% | +26+0.2% | Added |
| Stone Point Wealth LLC | 10,900 | $1.02M | 0.29% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 10,952 | $1.03M | 0.18% | −113−1.0% | Reduced |
| Total Wealth Planning & Management, Inc. | 10,979 | $1.03M | 0.82% | +50+0.5% | Added |
| StoneX Group Inc. | 10,986 | $1.03M | 0.06% | −8,875−44.7% | Reduced |
| Oder Investment Management, LLC | 10,989 | $1.03M | 0.79% | −58−0.5% | Reduced |
| Tower Trust & Investment Co | 10,991 | $1.03M | 0.68% | +90+0.8% | Added |
| Shira Ridge Wealth Management | 11,001 | $1.03M | 0.41% | 00.0% | Unchanged |
| First American Trust, FSB | 11,007 | $1.03M | 0.07% | +1,173+11.9% | Added |
| O'Rourke & Company, Inc | 11,009 | $1.03M | 0.41% | −184−1.6% | Reduced |
| Revisor Wealth Management LLC | 11,028 | $1.04M | 0.29% | +46+0.4% | Added |
| Institute for Wealth Management, LLC. | 11,045 | $1.04M | 0.11% | +14+0.1% | Added |
| Integrity Alliance, LLC. | 11,068 | $1.04M | 0.04% | −3,873−25.9% | Reduced |
| Athena Wealth Management, LLC | 11,074 | $1.04M | 0.85% | +3,729+50.8% | Added |
| Camden Capital, LLC | 11,084 | $1.04M | 0.07% | −1,434−11.5% | Reduced |
| Aprio Wealth Management, LLC | 11,092 | $1.04M | 0.06% | +82+0.7% | Added |
| Nabity-Jensen Investment Management Inc | 11,100 | $1.04M | 0.72% | −9−0.1% | Reduced |
| Ofi Invest Asset Management | 12,808 | $1.04M | 0.01% | −238,100−94.9% | Reduced |
| United Community Bank | 11,149 | $1.05M | 0.35% | +124+1.1% | Added |
| Birmingham Capital Management Co Inc | 11,150 | $1.05M | 0.44% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 11,188 | $1.05M | 0.13% | +11,188 | New |
| DRW Securities, LLC | 11,192 | $1.05M | 0.06% | −14,390−56.3% | Reduced |
| Financial Consulate, Inc | 11,221 | $1.05M | 0.13% | +28+0.3% | Added |
| Palisade Asset Management, LLC | 11,277 | $1.06M | 0.11% | +28+0.2% | Added |
| Birinyi Associates Inc | 11,281 | $1.06M | 0.29% | +11,281 | New |
| Circle Wealth Management, LLC | 11,299 | $1.06M | 0.02% | +960+9.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 11,309 | $1.06M | 0.30% | +11,309 | New |
| Boothbay Fund Management, LLC | 11,350 | $1.07M | 0.03% | −8,222−42.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 11,351 | $1.07M | 0.30% | +376+3.4% | Added |
| GTS Securities LLC | 11,382 | $1.07M | 0.04% | −9,996−46.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 11,426 | $1.07M | 0.25% | +850+8.0% | Added |
| Islay Capital Management, LLC | 11,447 | $1.08M | 0.55% | +418+3.8% | Added |
| Dumont & Blake Investment Advisors LLC | 11,449 | $1.08M | 0.27% | −150−1.3% | Reduced |
| Hodges Capital Management Inc. | 11,471 | $1.08M | 0.09% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 11,480 | $1.08M | 0.03% | +1,800+18.6% | Added |
| Vicus Capital | 11,528 | $1.08M | 0.08% | −1,557−11.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 11,538 | $1.08M | 0.02% | +1,766+18.1% | Added |
| Mach-1 Financial Group, Inc. | 11,594 | $1.09M | 0.38% | −11,604−50.0% | Reduced |
| Premier Path Wealth Partners, LLC | 11,613 | $1.09M | 0.14% | +372+3.3% | Added |
| Angeles Wealth Management, LLC | 11,670 | $1.10M | 0.06% | +1,061+10.0% | Added |
| Capital Advantage, Inc. | 11,681 | $1.10M | 0.14% | −40−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 11,694 | $1.10M | 0.13% | +2,299+24.5% | Added |
| Private Trust Co NA | 11,733 | $1.10M | 0.10% | +6,154+110.3% | Added |
| Equitable Trust Co | 11,733 | $1.10M | 0.05% | +527+4.7% | Added |
| Lodestone Wealth Management LLC | 11,830 | $1.11M | 0.44% | +39+0.3% | Added |
| Catalytic Wealth RIA, LLC | 11,835 | $1.11M | 0.05% | −1,043−8.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 12,284 | $1.11M | 0.24% | +453+3.8% | Added |
| Northwest & Ethical Investments L.P. | 12,004 | $1.12M | 0.03% | −1,097−8.4% | Reduced |
| Peak Planning Group, LLC | 11,881 | $1.12M | 0.31% | −166−1.4% | Reduced |
| Summit Asset Management, LLC | 11,895 | $1.12M | 0.16% | −7−0.1% | Reduced |
| Cullinan Associates Inc | 11,900 | $1.12M | 0.09% | 00.0% | Unchanged |
| Strong Retirement Solutions LLC | 11,900 | $1.12M | 0.78% | +11,900 | New |
| Evoke Wealth, LLC | 11,902 | $1.12M | 0.02% | −57−0.5% | Reduced |
| Syon Capital LLC | 11,908 | $1.12M | 0.06% | −692−5.5% | Reduced |
| Vertrix Wealth Management, LLC | 11,945 | $1.12M | 0.41% | +11,945 | New |
| Xxi Wealth, LLC | 11,983 | $1.13M | 0.64% | −421−3.4% | Reduced |
| Personal Cfo Solutions, LLC | 12,004 | $1.13M | 0.16% | −30.0% | Reduced |
| Johnson Financial Group, Inc. | 12,025 | $1.13M | 0.04% | +1,080+9.9% | Added |
| Longfellow Investment Management Co LLC | 12,044 | $1.13M | 0.24% | +12,044 | New |
| CenterBook Partners LP | 12,070 | $1.13M | 0.06% | −5,679−32.0% | Reduced |
| Empirical Asset Management, LLC | 12,070 | $1.13M | 0.30% | −16,826−58.2% | Reduced |
| Mystic Asset Management, Inc. | 12,072 | $1.13M | 0.26% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 12,076 | $1.13M | 0.04% | −1,917−13.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,181 | $1.14M | 0.28% | +116+1.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 12,225 | $1.15M | 0.50% | −15−0.1% | Reduced |
| Journey Strategic Wealth LLC | 12,234 | $1.15M | 0.03% | +1,798+17.2% | Added |
| Bridgefront Capital, LLC | 12,268 | $1.15M | 0.29% | +3,854+45.8% | Added |
| Cumberland Partners Ltd | 12,332 | $1.16M | 0.09% | +12,332 | New |
| Nautilus Advisors LLC | 12,338 | $1.16M | 0.80% | −28−0.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 12,380 | $1.16M | 0.23% | +40+0.3% | Added |
| VELA Investment Management, LLC | 12,426 | $1.17M | 0.30% | −1,847−12.9% | Reduced |
| Tran Capital Management, L.P. | 12,435 | $1.17M | 0.16% | −136,549−91.7% | Reduced |
| Stablepoint Partners, LLC | 12,448 | $1.17M | 0.17% | +99+0.8% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 12,500 | $1.17M | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 12,531 | $1.18M | 0.18% | +77+0.6% | Added |
| Mutual Advisors, LLC | 12,546 | $1.18M | 0.03% | +1,052+9.2% | Added |
| Knollwood Investment Advisory, LLC | 12,698 | $1.19M | 0.12% | 00.0% | Unchanged |
| Bank of Stockton | 12,722 | $1.20M | 0.37% | +394+3.2% | Added |
| Costello Asset Management, INC | 12,781 | $1.20M | 0.42% | +38+0.3% | Added |
| Fiduciary Alliance LLC | 11,987 | $1.20M | 0.07% | +5,782+93.2% | Added |
| Granite Investment Partners, LLC | 12,810 | $1.20M | 0.07% | 00.0% | Unchanged |
| Davis R M Inc | 12,845 | $1.21M | 0.02% | −1,862−12.7% | Reduced |
| American Money Management, LLC | 12,894 | $1.21M | 0.19% | −10−0.1% | Reduced |
| Paragon Private Wealth Management, LLC | 12,929 | $1.22M | 0.38% | −1,914−12.9% | Reduced |
| Hamel Associates, Inc. | 12,944 | $1.22M | 0.35% | +214+1.7% | Added |
| Belpointe Asset Management LLC | 12,974 | $1.22M | 0.04% | +3,035+30.5% | Added |
| PVG Asset Management Corp | 13,439 | $1.22M | 0.72% | +11,087+471.4% | Added |
| Franklin Street Advisors Inc | 13,010 | $1.22M | 0.08% | −57−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 13,078 | $1.23M | 0.00% | +5,651+76.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 13,133 | $1.23M | 0.15% | −11−0.1% | Reduced |
| Sowell Financial Services LLC | 13,153 | $1.24M | 0.05% | −796−5.7% | Reduced |
| Panoramic Investment Advisors, LLC | 13,233 | $1.24M | 0.67% | −100−0.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,285 | $1.25M | 0.01% | +1,183+9.8% | Added |
| Sumitomo Life Insurance Co | 13,295 | $1.25M | 0.03% | +290+2.2% | Added |
| BIP Wealth, LLC | 13,309 | $1.25M | 0.05% | +609+4.8% | Added |
| Capital Planning Advisors, LLC | 13,385 | $1.26M | 0.18% | −351−2.6% | Reduced |
| Hardy Reed LLC | 13,392 | $1.26M | 0.09% | +302+2.3% | Added |
| Leisure Capital Management | 13,395 | $1.26M | 0.44% | −194−1.4% | Reduced |