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 29 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 |
|---|---|---|---|---|---|
| City Holding Co | 22,948 | $2.16M | 0.27% | +2,377+11.6% | Added |
| Tealwood Asset Management Inc | 22,968 | $2.16M | 0.98% | +111+0.5% | Added |
| Investment Advisory Services Inc | 23,001 | $2.16M | 0.69% | −1,829−7.4% | Reduced |
| Smartleaf Asset Management LLC | 23,257 | $2.16M | 0.08% | +2,314+11.0% | Added |
| Element Squared LLC | 23,180 | $2.18M | 1.23% | +23,180 | New |
| Chesley Taft & Associates LLC | 23,239 | $2.18M | 0.09% | −81−0.3% | Reduced |
| Kiker Wealth Management, LLC | 23,283 | $2.19M | 1.04% | +23,283 | New |
| LOM Asset Management Ltd | 23,611 | $2.22M | 0.64% | +840+3.7% | Added |
| Aspiriant, LLC | 23,700 | $2.23M | 0.06% | −545−2.2% | Reduced |
| Aviso Wealth Management | 23,792 | $2.24M | 1.01% | +632+2.7% | Added |
| Diversified Trust Co | 23,916 | $2.25M | 0.04% | +12,852+116.2% | Added |
| JFS Wealth Advisors, LLC | 23,989 | $2.25M | 0.13% | −637−2.6% | Reduced |
| Power Wealth Management LLC | 24,060 | $2.26M | 0.84% | −2,997−11.1% | Reduced |
| Banque Cantonale Vaudoise | 24,114 | $2.27M | 0.09% | +6,067+33.6% | Added |
| Pinnacle Associates Ltd | 24,113 | $2.27M | 0.03% | +2,254+10.3% | Added |
| Valley National Advisers Inc | 24,235 | $2.28M | 0.29% | −397−1.6% | Reduced |
| SageView Advisory Group, LLC | 24,328 | $2.29M | 0.08% | +226+0.9% | Added |
| Greenline Partners, LLC | 24,336 | $2.29M | 0.25% | −730−2.9% | Reduced |
| Cannon Capital Management, Inc. | 24,692 | $2.32M | 1.89% | +376+1.5% | Added |
| SRS Capital Advisors, Inc. | 24,694 | $2.32M | 0.07% | −8,558−25.7% | Reduced |
| Qtron Investments LLC | 24,709 | $2.32M | 0.31% | +110.0% | Added |
| Texas Yale Capital Corp. | 24,824 | $2.33M | 0.07% | −291−1.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $2.35M | 1.21% | −4,000−13.8% | Reduced |
| Umb Bank N A | 25,032 | $2.35M | 0.03% | −615−2.4% | Reduced |
| 3Chopt Investment Partners, LLC | 25,233 | $2.37M | 0.54% | +1,347+5.6% | Added |
| Cape Investment Advisory, Inc. | 25,252 | $2.37M | 0.79% | −1,220−4.6% | Reduced |
| Aspen Investment Management Inc | 25,277 | $2.38M | 0.73% | +556+2.2% | Added |
| Salem Investment Counselors Inc | 25,431 | $2.39M | 0.07% | −54−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 25,431 | $2.39M | 0.38% | −52−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 25,625 | $2.41M | 0.28% | +1,377+5.7% | Added |
| Dempze Nancy E | 25,643 | $2.41M | 1.32% | +5,382+26.6% | Added |
| JT Stratford LLC | 25,689 | $2.41M | 0.31% | +6,360+32.9% | Added |
| Columbia Asset Management | 25,712 | $2.42M | 0.46% | +82+0.3% | Added |
| Machina Capital S.A.S. | 25,790 | $2.42M | 0.48% | −7,831−23.3% | Reduced |
| Westover Capital Advisors, LLC | 25,827 | $2.43M | 0.45% | +4,398+20.5% | Added |
| Ancora Advisors, LLC | 25,848 | $2.43M | 0.05% | +633+2.5% | Added |
| Horizon Investment Services, LLC | 26,099 | $2.45M | 0.85% | +1,022+4.1% | Added |
| Roberts Wealth Advisors, LLC | 26,365 | $2.48M | 0.63% | +3,404+14.8% | Added |
| Coastline Trust Co | 26,498 | $2.49M | 0.25% | −3,532−11.8% | Reduced |
| Kentucky Retirement Systems | 95,796 | $2.49M | 0.19% | −11,356−10.6% | Reduced |
| Ballentine Partners, LLC | 26,546 | $2.49M | 0.03% | −905−3.3% | Reduced |
| Xcel Wealth Management, LLC | 26,671 | $2.51M | 0.70% | −1,500−5.3% | Reduced |
| Centaurus Financial, Inc. | 26,772 | $2.52M | 0.12% | −71−0.3% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 26,798 | $2.52M | 0.26% | −25,258−48.5% | Reduced |
| SummitTX Capital, L.P. | 26,841 | $2.52M | 0.08% | +26,841 | New |
| Norden Group LLC | 26,851 | $2.52M | 0.24% | +351+1.3% | Added |
| Signal Advisors Wealth, LLC | 26,945 | $2.53M | 0.17% | +26,945 | New |
| Maia Wealth LLC | 26,949 | $2.53M | 0.43% | −5,702−17.5% | Reduced |
| Coldstream Capital Management Inc | 27,041 | $2.54M | 0.03% | −1,689−5.9% | Reduced |
| Van Diest Capital, LLC | 27,296 | $2.57M | 2.02% | +16,419+151.0% | Added |
| Cetera Trust Company, N.A | 27,355 | $2.57M | 1.45% | −1,500−5.2% | Reduced |
| Garrison Bradford & Associates Inc | 27,360 | $2.57M | 2.91% | +250+0.9% | Added |
| Juno Financial Group LLC | 27,581 | $2.59M | 1.02% | +1,646+6.3% | Added |
| Integrated Wealth Concepts LLC | 27,619 | $2.60M | 0.02% | +11,576+72.2% | Added |
| Grimes & Company, Inc. | 27,630 | $2.60M | 0.07% | −9,808−26.2% | Reduced |
| Advisory Services Network, LLC | 27,698 | $2.60M | 0.03% | +10,019+56.7% | Added |
| Simmons Bank | 27,871 | $2.62M | 0.18% | +2,043+7.9% | Added |
| Argus Investors' Counsel, Inc. | 27,907 | $2.62M | 2.33% | −829−2.9% | Reduced |
| Royal Palms Capital LLC | 28,034 | $2.63M | 2.61% | −1,055−3.6% | Reduced |
| Hudson Canyon Capital Management | 28,052 | $2.64M | 1.61% | −163−0.6% | Reduced |
| Vaughan David Investments LLC | 28,087 | $2.64M | 0.06% | −250−0.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 28,106 | $2.64M | 0.42% | +1,655+6.3% | Added |
| Martin Capital Advisors, LLP | 28,119 | $2.64M | 1.67% | −214−0.8% | Reduced |
| Wynn Capital, LLC | 28,120 | $2.64M | 1.36% | +103+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 28,140 | $2.64M | 0.09% | −590−2.1% | Reduced |
| L2 Asset Management, LLC | 28,244 | $2.65M | 0.25% | +5,689+25.2% | Added |
| Correct Capital Wealth Management | 28,252 | $2.66M | 0.50% | −10,312−26.7% | Reduced |
| Valeo Financial Advisors, LLC | 28,345 | $2.66M | 0.06% | −6,686−19.1% | Reduced |
| Dakota Wealth Management | 28,493 | $2.68M | 0.06% | −9,071−24.1% | Reduced |
| Kozak & Associates, Inc. | 27,695 | $2.68M | 0.52% | −1,816−6.2% | Reduced |
| Tema ETFs LLC | 28,650 | $2.69M | 0.18% | +147+0.5% | Added |
| Lebenthal Global Advisors, LLC | 28,708 | $2.70M | 0.39% | +6,597+29.8% | Added |
| Cypress Capital, LLC | 28,756 | $2.70M | 0.77% | −314−1.1% | Reduced |
| EPG Wealth Management LLC | 28,762 | $2.70M | 0.73% | +473+1.7% | Added |
| Capital Investment Advisory Services, LLC | 28,771 | $2.70M | 0.20% | −954−3.2% | Reduced |
| WealthPlan Investment Management, LLC | 28,843 | $2.71M | 0.15% | +9,810+51.5% | Added |
| Fifth Third Wealth Advisors LLC | 28,860 | $2.71M | 0.09% | +3,342+13.1% | Added |
| Bridgeway Capital Management, LLC | 28,920 | $2.72M | 0.05% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 28,943 | $2.72M | 0.12% | −1,634−5.3% | Reduced |
| Bayview Asset Management, LLC | 28,977 | $2.72M | 2.27% | +28,977 | New |
| Savant Capital, LLC | 29,135 | $2.74M | 0.01% | +6,309+27.6% | Added |
| Canandaigua National Corp | 29,486 | $2.77M | 0.25% | +29,486 | New |
| Capital International Inc | 29,528 | $2.78M | 0.02% | +2,338+8.6% | Added |
| Kinneret Advisory, LLC | 29,547 | $2.78M | 0.26% | −1,310−4.2% | Reduced |
| Ritholtz Wealth Management | 29,657 | $2.79M | 0.05% | −61−0.2% | Reduced |
| Hager Investment Management Services, LLC | 29,697 | $2.79M | 1.53% | +696+2.4% | Added |
| Capstone Investment Advisors, LLC | 29,793 | $2.80M | 0.02% | +29,793 | New |
| Parsonex Advisory Services, Inc. | 29,798 | $2.80M | 2.74% | +2,863+10.6% | Added |
| Mount Vernon Associates Inc | 29,800 | $2.80M | 1.98% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 29,965 | $2.82M | 1.12% | −16,630−35.7% | Reduced |
| Concentric Capital Strategies, LP | 29,970 | $2.82M | 0.25% | −83,530−73.6% | Reduced |
| J. Goldman & Co LP | 29,997 | $2.82M | 0.13% | +29,997 | New |
| Notis-McConarty Edward | 30,185 | $2.84M | 1.41% | +3,640+13.7% | Added |
| Iowa State Bank | 30,251 | $2.84M | 0.52% | −150.0% | Reduced |
| Scott & Selber, Inc. | 30,573 | $2.87M | 0.74% | −339−1.1% | Reduced |
| Westview Management dba Westview Investment Advisors | 30,612 | $2.88M | 1.50% | −2,181−6.7% | Reduced |
| Gamco Investors, Inc. Et Al | 30,719 | $2.89M | 0.03% | +2,956+10.6% | Added |
| Harbor Capital Advisors, Inc. | 30,729 | $2.89M | 0.23% | +30,729 | New |
| Mraz, Amerine & Associates, Inc. | 30,923 | $2.91M | 0.43% | 00.0% | Unchanged |
| Oak Thistle LLC | 31,203 | $2.93M | 0.28% | +10,729+52.4% | Added |