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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 13,513 | $1.27M | 0.15% | +125+0.9% | Added |
| Patrick M Sweeney & Associates, Inc | 13,527 | $1.27M | 0.81% | +51+0.4% | Added |
| Nicholas Hoffman & Company, LLC. | 13,528 | $1.27M | 0.03% | −2,675−16.5% | Reduced |
| Paradigm Asset Management Co LLC | 13,550 | $1.27M | 0.30% | 00.0% | Unchanged |
| Indivisible Partners | 13,554 | $1.27M | 0.11% | −658−4.6% | Reduced |
| Directional Asset Management | 13,559 | $1.27M | 1.16% | −544−3.9% | Reduced |
| Avestar Capital, LLC | 13,649 | $1.28M | 0.09% | +665+5.1% | Added |
| HCR Wealth Advisors | 13,688 | $1.29M | 0.13% | −74−0.5% | Reduced |
| Blue Jean Financial LLC | 13,791 | $1.30M | 1.07% | −375−2.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 13,816 | $1.30M | 0.05% | +13,816 | New |
| Ausdal Financial Partners, Inc. | 13,847 | $1.30M | 0.06% | +145+1.1% | Added |
| Essex Financial Services, Inc. | 13,847 | $1.30M | 0.07% | +1,014+7.9% | Added |
| Legacy Financial Advisors, Inc. | 13,853 | $1.30M | 0.18% | −1,295−8.5% | Reduced |
| South Dakota Investment Council | 13,856 | $1.30M | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 13,902 | $1.31M | 0.05% | +2,072+17.5% | Added |
| Atlantic Trust, LLC | 13,929 | $1.31M | 0.21% | −40−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 14,036 | $1.32M | 0.02% | +1,131+8.8% | Added |
| Fundamentun, LLC | 14,076 | $1.32M | 0.05% | +1,549+12.4% | Added |
| Everhart Financial Group, Inc. | 14,085 | $1.32M | 0.11% | +1,873+15.3% | Added |
| Garner Asset Management Corp | 14,129 | $1.33M | 0.52% | −175−1.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,175 | $1.33M | 0.22% | −1,145−7.5% | Reduced |
| Triad Wealth Partners, LLC | 14,191 | $1.33M | 0.11% | +964+7.3% | Added |
| Lecap Asset Management Ltd | 14,203 | $1.33M | 0.50% | +8,130+133.9% | Added |
| Fruth Investment Management | 14,245 | $1.34M | 0.33% | −70−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 14,254 | $1.34M | 0.09% | +1,301+10.0% | Added |
| Insight 2811, Inc. | 14,261 | $1.34M | 0.58% | −19−0.1% | Reduced |
| Highland Capital Management, LLC | 14,392 | $1.35M | 0.07% | −20−0.1% | Reduced |
| Profund Advisors LLC | 14,397 | $1.35M | 0.05% | −2,979−17.1% | Reduced |
| Uncommon Cents Investing LLC | 14,400 | $1.35M | 0.31% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 14,467 | $1.36M | 0.28% | −279−1.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,498 | $1.36M | 0.38% | −61−0.4% | Reduced |
| Sheets Smith Wealth Management | 14,521 | $1.36M | 0.15% | +108+0.7% | Added |
| Trust Co of Toledo NA | 14,531 | $1.37M | 0.13% | +4,064+38.8% | Added |
| JNBA Financial Advisors | 14,591 | $1.37M | 0.11% | −85−0.6% | Reduced |
| Ducere Wealth Management LLC | 14,606 | $1.37M | 0.55% | +8,416+136.0% | Added |
| Parrish Capital LLC | 14,644 | $1.38M | 1.23% | +752+5.4% | Added |
| Portfolio Design Labs, LLC | 14,656 | $1.38M | 0.24% | −1,033−6.6% | Reduced |
| Foundations Investment Advisors, LLC | 14,692 | $1.38M | 0.02% | +1,280+9.5% | Added |
| Landscape Capital Management, L.L.C. | 14,717 | $1.38M | 0.09% | +14,717 | New |
| Portside Wealth Group, LLC | 14,747 | $1.39M | 0.19% | +637+4.5% | Added |
| Kelly Lawrence W & Associates Inc | 14,767 | $1.39M | 0.39% | −40−0.3% | Reduced |
| La Banque Postale Asset Management SA | 14,769 | $1.39M | 0.02% | −160,205−91.6% | Reduced |
| Montecito Bank & Trust | 14,777 | $1.39M | 0.23% | −1,400−8.7% | Reduced |
| Lee Danner & Bass Inc | 14,819 | $1.39M | 0.09% | +600+4.2% | Added |
| Ameritas Investment Partners, Inc. | 14,950 | $1.41M | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 15,008 | $1.41M | 0.05% | −45,004−75.0% | Reduced |
| Boyd Watterson Asset Management LLC | 15,028 | $1.41M | 0.43% | +2,058+15.9% | Added |
| Postrock Partners LLC | 15,078 | $1.42M | 0.66% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 15,089 | $1.42M | 0.21% | −561−3.6% | Reduced |
| Advisors Asset Management, Inc. | 15,124 | $1.42M | 0.02% | +2,311+18.0% | Added |
| Sovran Advisors, LLC | 15,543 | $1.42M | 0.11% | +954+6.5% | Added |
| First Commonwealth Financial Corp | 15,184 | $1.43M | 0.23% | −1,422−8.6% | Reduced |
| Richard Bernstein Advisors LLC | 15,195 | $1.43M | 0.04% | +15,195 | New |
| Icon Wealth Advisors, LLC | 15,675 | $1.43M | 0.09% | +9,949+173.8% | Added |
| Rothschild Investment LLC | 15,221 | $1.43M | 0.07% | +115+0.8% | Added |
| Wilson & Boucher Capital Management, LLC | 15,235 | $1.43M | 0.95% | −15−0.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 15,250 | $1.43M | 0.04% | 00.0% | Unchanged |
| Fusion Capital, LLC | 15,278 | $1.44M | 0.39% | −201−1.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,297 | $1.44M | 0.03% | −334,420−95.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 15,298 | $1.44M | 0.24% | −249−1.6% | Reduced |
| Neumann Capital Management, LLC | 15,332 | $1.44M | 0.42% | +410+2.7% | Added |
| Tranquilli Financial Advisor LLC | 15,341 | $1.44M | 0.84% | −275−1.8% | Reduced |
| Canopy Partners, LLC | 15,460 | $1.45M | 0.50% | −379−2.4% | Reduced |
| Everest Financial Group LLC | 15,490 | $1.46M | 0.24% | −19−0.1% | Reduced |
| Chicago Capital, LLC | 15,529 | $1.46M | 0.04% | +25+0.2% | Added |
| Pure Financial Advisors, Inc. | 15,571 | $1.46M | 0.02% | +637+4.3% | Added |
| J. L. Bainbridge & Co., Inc. | 15,601 | $1.47M | 0.13% | 00.0% | Unchanged |
| MCF Advisors LLC | 15,606 | $1.47M | 0.06% | +3,286+26.7% | Added |
| Meriwether Wealth & Planning, LLC | 15,646 | $1.47M | 0.81% | −860−5.2% | Reduced |
| Focus Financial Network, Inc. | 15,677 | $1.47M | 0.05% | −1,085−6.5% | Reduced |
| National Asset Management, Inc. | 15,896 | $1.48M | 0.10% | −1,959−11.0% | Reduced |
| Safe Harbor Fiduciary, LLC | 15,747 | $1.48M | 1.41% | +390+2.5% | Added |
| Schonfeld Strategic Advisors LLC | 15,784 | $1.48M | 0.01% | −271,069−94.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,826 | $1.48M | 0.05% | −3,184−16.7% | Reduced |
| FLC Capital Advisors | 15,821 | $1.49M | 0.27% | +416+2.7% | Added |
| Clear Harbor Asset Management, LLC | 15,876 | $1.49M | 0.10% | +265+1.7% | Added |
| Cigna Investments Inc | 15,914 | $1.50M | 0.23% | −568−3.4% | Reduced |
| Blalock Williams, LLC | 15,979 | $1.50M | 1.16% | +560+3.6% | Added |
| Ally Financial Inc. | 16,000 | $1.50M | 0.19% | +16,000 | New |
| Toth Financial Advisory Corp | 16,027 | $1.51M | 0.17% | +250+1.6% | Added |
| Bridges Investment Management Inc | 16,066 | $1.51M | 0.02% | −4,250−20.9% | Reduced |
| Ategra Capital Management, LLC | 16,229 | $1.53M | 0.85% | +11,264+226.9% | Added |
| Central Trust Co | 16,237 | $1.53M | 0.03% | +306+1.9% | Added |
| Koshinski Asset Management, Inc. | 16,264 | $1.53M | 0.10% | +3,233+24.8% | Added |
| Guardian Asset Advisors, LLC | 16,417 | $1.54M | 0.90% | −2,421−12.9% | Reduced |
| Evercore Wealth Management, LLC | 16,493 | $1.55M | 0.02% | −153,183−90.3% | Reduced |
| XTX Topco Ltd | 16,545 | $1.55M | 0.03% | +13,734+488.6% | Added |
| 44 Wealth Management LLC | 16,548 | $1.56M | 0.54% | +8,732+111.7% | Added |
| Perryman Financial Advisory Inc | 16,554 | $1.56M | 0.23% | −197−1.2% | Reduced |
| United Bank | 16,564 | $1.56M | 0.52% | +55+0.3% | Added |
| Ballast Rock Private Wealth LLC | 16,600 | $1.56M | 0.86% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,620 | $1.56M | 0.04% | −1,568−8.6% | Reduced |
| Elmwood Wealth Management, Inc. | 16,663 | $1.57M | 0.43% | +299+1.8% | Added |
| Advyzon Investment Management, LLC | 16,664 | $1.57M | 0.14% | −185−1.1% | Reduced |
| Integrated Investment Consultants, LLC | 16,679 | $1.57M | 0.33% | −3,537−17.5% | Reduced |
| Mainstream Capital Management LLC | 16,693 | $1.57M | 1.05% | +75+0.5% | Added |
| Trust Asset Management LLC | 16,781 | $1.58M | 0.11% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 16,785 | $1.58M | 0.02% | +1,995+13.5% | Added |
| Avidian Wealth Solutions, LLC | 16,808 | $1.58M | 0.05% | +10,821+180.7% | Added |
| Centiva Capital, LP | 16,837 | $1.58M | 0.07% | +634+3.9% | Added |