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 |
|---|---|---|---|---|---|
| RMR Capital Management, LLC | 16,845 | $1.58M | 1.14% | 00.0% | Unchanged |
| Retirement Planning Group | 16,915 | $1.59M | 0.05% | +520+3.2% | Added |
| Next Capital Management LLC | 16,923 | $1.59M | 0.48% | +600+3.7% | Added |
| HBW Advisory Services LLC | 16,952 | $1.59M | 0.17% | −1,129−6.2% | Reduced |
| Wedbush Securities Inc | 16,998 | $1.60M | 0.05% | −894−5.0% | Reduced |
| Sienna Gestion | 17,040 | $1.60M | 0.10% | −133,597−88.7% | Reduced |
| Embree Financial Group | 17,194 | $1.62M | 0.19% | +60+0.4% | Added |
| HM Payson & Co | 17,244 | $1.62M | 0.02% | −98−0.6% | Reduced |
| Larson Financial Group LLC | 17,261 | $1.62M | 0.05% | +3,614+26.5% | Added |
| Keating Financial Advisory Services, Inc. | 17,266 | $1.62M | 0.26% | +52+0.3% | Added |
| Wealth Alliance | 17,283 | $1.62M | 0.16% | −29−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 17,288 | $1.62M | 0.10% | +1,046+6.4% | Added |
| Daytona Street Capital LLC | 17,190 | $1.63M | 1.31% | +330+2.0% | Added |
| First Citizens Bank & Trust Co | 17,308 | $1.63M | 0.03% | −647−3.6% | Reduced |
| Figure 8 Investment Strategies LLC | 17,331 | $1.63M | 1.59% | +6,762+64.0% | Added |
| Howard Financial Services, Ltd. | 17,487 | $1.64M | 0.19% | +53+0.3% | Added |
| Providence Wealth Advisors, LLC | 17,699 | $1.65M | 1.05% | +141+0.8% | Added |
| Bartlett & Co. Wealth Management LLC | 18,058 | $1.65M | 0.02% | −3,483−16.2% | Reduced |
| Groupama Asset Managment | 17,676 | $1.66M | 0.02% | −16,634−48.5% | Reduced |
| Letko, Brosseau & Associates Inc | 17,771 | $1.67M | 0.03% | −1,975−10.0% | Reduced |
| Whelan Financial | 17,830 | $1.68M | 0.52% | +1,223+7.4% | Added |
| Shepherd Street Advisors LLC | 17,843 | $1.68M | 1.65% | +220+1.2% | Added |
| EverSource Wealth Advisors, LLC | 17,843 | $1.68M | 0.05% | +1,351+8.2% | Added |
| Bank of Hawaii | 17,953 | $1.69M | 0.09% | −213−1.2% | Reduced |
| Boston Private Wealth LLC | 17,972 | $1.69M | 0.11% | −5,604−23.8% | Reduced |
| Sarasin & Partners LLP | 18,000 | $1.69M | 0.02% | +18,000 | New |
| Lummis Asset Management, LP | 18,232 | $1.69M | 1.01% | −806−4.2% | Reduced |
| Cooper Financial Group | 18,197 | $1.71M | 0.17% | +1,431+8.5% | Added |
| Perpetual Ltd | 18,210 | $1.71M | 0.03% | +1,004+5.8% | Added |
| Guggenheim Capital LLC | 18,215 | $1.71M | 0.01% | −5,540−23.3% | Reduced |
| Lighthouse Investment Partners, LLC | 18,229 | $1.71M | 0.06% | −62,650−77.5% | Reduced |
| WT Wealth Management | 18,230 | $1.71M | 0.51% | +18,230 | New |
| Virtus Investment Advisers, Inc. | 18,296 | $1.72M | 0.47% | −2,028−10.0% | Reduced |
| Sagespring Wealth Partners, LLC | 18,473 | $1.74M | 0.03% | +1,209+7.0% | Added |
| RBF Capital, LLC | 18,500 | $1.74M | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 18,521 | $1.74M | 0.05% | +10,501+130.9% | Added |
| Hills Bank & Trust Co | 18,560 | $1.74M | 0.08% | −1,596−7.9% | Reduced |
| JB Capital LLC | 18,583 | $1.75M | 0.07% | −21,584−53.7% | Reduced |
| MBM Wealth Consultants, LLC | 18,729 | $1.76M | 0.40% | +1,078+6.1% | Added |
| Change Path, LLC | 18,733 | $1.76M | 0.04% | +8,332+80.1% | Added |
| Insigneo Advisory Services, LLC | 18,754 | $1.76M | 0.13% | +3,427+22.4% | Added |
| Westpac Banking Corp | 18,772 | $1.76M | 0.12% | −1,018−5.1% | Reduced |
| Zullo Investment Group, Inc. | 18,807 | $1.77M | 0.67% | −521−2.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,813 | $1.77M | 0.02% | −2,599−12.1% | Reduced |
| Buckingham Strategic Partners | 18,836 | $1.77M | 0.02% | +3,332+21.5% | Added |
| TLWM | 18,919 | $1.78M | 0.32% | +678+3.7% | Added |
| Cidel Asset Management Inc | 18,969 | $1.78M | 0.10% | +941+5.2% | Added |
| Perfromance Wealth Partners, LLC | 19,029 | $1.79M | 0.05% | +11,240+144.3% | Added |
| Jeppson Wealth Management, LLC | 19,092 | $1.79M | 0.56% | +274+1.5% | Added |
| Clifford Swan Investment Counsel LLC | 19,182 | $1.80M | 0.06% | 00.0% | Unchanged |
| Arjuna Capital | 19,353 | $1.82M | 0.46% | +1,191+6.6% | Added |
| Wedmont Private Capital | 18,905 | $1.83M | 0.06% | +835+4.6% | Added |
| Csenge Advisory Group | 19,473 | $1.83M | 0.08% | −1,921−9.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19,629 | $1.84M | 0.46% | +285+1.5% | Added |
| Dynasty Wealth Management, LLC | 19,755 | $1.86M | 0.02% | −308−1.5% | Reduced |
| Cookson Peirce & Co Inc | 19,771 | $1.86M | 0.08% | +1,976+11.1% | Added |
| Frank, Rimerman Advisors LLC | 19,784 | $1.86M | 0.12% | −5,106−20.5% | Reduced |
| LRT Capital Management, LLC | 19,876 | $1.87M | 1.74% | +19,876 | New |
| NBT Bank N A | 19,884 | $1.87M | 0.12% | +4,220+26.9% | Added |
| Garde Capital, Inc. | 19,934 | $1.87M | 0.11% | +19,934 | New |
| ING Groep NV | 20,131 | $1.89M | 0.01% | −1,237−5.8% | Reduced |
| Moody National Bank Trust Division | 20,214 | $1.90M | 0.18% | +725+3.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 20,329 | $1.91M | 0.52% | +60+0.3% | Added |
| Moors & Cabot, Inc. | 20,334 | $1.91M | 0.08% | +113+0.6% | Added |
| Caldwell Trust Co | 20,348 | $1.91M | 0.17% | +270+1.3% | Added |
| Pictet & Cie (Europe) SA | 20,355 | $1.91M | 0.04% | +1,148+6.0% | Added |
| FWL Investment Management, LLC | 20,456 | $1.92M | 0.42% | −30,576−59.9% | Reduced |
| Atomi Financial Group, Inc. | 20,492 | $1.93M | 0.06% | −159−0.8% | Reduced |
| SPWM Advisors LLC | 21,394 | $1.93M | 1.67% | −1,211−5.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 20,577 | $1.93M | 0.14% | −959−4.5% | Reduced |
| Old National Bancorp | 20,768 | $1.95M | 0.03% | +280+1.4% | Added |
| RiverPark Advisors, LLC | 20,777 | $1.95M | 0.71% | −2,125−9.3% | Reduced |
| Regions Financial Corp | 20,799 | $1.95M | 0.01% | −4,422−17.5% | Reduced |
| IKE Capital, LLC | 20,944 | $1.97M | 1.11% | −2,030−8.8% | Reduced |
| Venture Visionary Partners LLC | 20,990 | $1.97M | 0.07% | +1,861+9.7% | Added |
| Jefferies Financial Group Inc. | 21,063 | $1.98M | 0.02% | −130,667−86.1% | Reduced |
| Brant Point Investment Management LLC | 21,109 | $1.98M | 0.54% | +3,109+17.3% | Added |
| Pettee Investors, Inc. | 21,807 | $2.00M | 1.03% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 21,269 | $2.00M | 0.46% | +1,346+6.8% | Added |
| Citizens & Northern Corp | 21,373 | $2.01M | 0.50% | +102+0.5% | Added |
| Modus Advisors, LLC | 21,415 | $2.01M | 0.55% | −10,940−33.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 21,462 | $2.02M | 1.92% | +1,247+6.2% | Added |
| Sunbelt Securities, Inc. | 21,505 | $2.02M | 0.13% | +295+1.4% | Added |
| Keystone Financial Services | 21,677 | $2.04M | 0.60% | +1,515+7.5% | Added |
| Riverwater Partners LLC | 21,685 | $2.04M | 0.68% | −90.0% | Reduced |
| Professional Financial Advisors, LLC | 21,791 | $2.05M | 0.42% | +279+1.3% | Added |
| Essex Savings Bank | 21,836 | $2.05M | 0.45% | +155+0.7% | Added |
| HBK Sorce Advisory LLC | 23,228 | $2.06M | 0.04% | −2,820−10.8% | Reduced |
| 1st Source Bank | 22,004 | $2.07M | 0.11% | −858−3.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 22,070 | $2.07M | 0.10% | +56+0.3% | Added |
| Dynamic Advisor Solutions LLC | 22,366 | $2.10M | 0.07% | +321+1.5% | Added |
| Wolff Wiese Magana LLC | 22,548 | $2.12M | 1.17% | +62+0.3% | Added |
| Uhlmann Price Securities, LLC | 22,417 | $2.12M | 0.14% | +9,427+72.6% | Added |
| Bridgewater Associates, LP | 22,594 | $2.12M | 0.01% | −307,453−93.2% | Reduced |
| TD Waterhouse Canada Inc. | 23,018 | $2.12M | 0.01% | −25,679−52.7% | Reduced |
| Diversified Investment Strategies, LLC | 22,635 | $2.13M | 1.36% | −20.0% | Reduced |
| TritonPoint Partners, LLC | 22,733 | $2.14M | 0.79% | +22,733 | New |
| K.J. Harrison & Partners Inc | 22,743 | $2.14M | 0.35% | −1,200−5.0% | Reduced |
| Havemeyer Place LP | 22,788 | $2.14M | 0.25% | +10,906+91.8% | Added |
| Fox Run Management, L.L.C. | 23,123 | $2.15M | 0.38% | +9,996+76.1% | Added |