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 |
|---|---|---|---|---|---|
| Broderick Brian C | 31,262 | $2.94M | 0.54% | +7,888+33.7% | Added |
| J. Safra Sarasin Holding AG | 31,329 | $2.94M | 0.05% | −3,675−10.5% | Reduced |
| Raiffeisen Bank International AG | 31,685 | $2.95M | 0.04% | +13,084+70.3% | Added |
| Sterling Investment Advisors, Ltd. | 31,421 | $2.95M | 0.53% | −150−0.5% | Reduced |
| Capital Advisors Inc | 31,652 | $2.97M | 0.05% | +1,899+6.4% | Added |
| Gill Capital Partners, LLC | 31,664 | $2.98M | 0.86% | −1,999−5.9% | Reduced |
| Chaney Capital Management, Inc. | 31,707 | $2.98M | 1.05% | +227+0.7% | Added |
| Strata Wealth Advisors, LLC | 31,831 | $2.99M | 0.82% | +130.0% | Added |
| Harfst & Associates, Inc. | 31,942 | $3.00M | 0.54% | −1,026−3.1% | Reduced |
| Compass Wealth Management LLC | 31,969 | $3.00M | 0.74% | −680−2.1% | Reduced |
| Smithbridge Asset Management Inc | 32,071 | $3.01M | 0.45% | −33,020−50.7% | Reduced |
| Beacon Financial Group | 32,296 | $3.04M | 0.30% | +105+0.3% | Added |
| Finer Wealth Management, Inc. | 32,419 | $3.05M | 1.54% | −283−0.9% | Reduced |
| Cary Street Partners Financial LLC | 32,428 | $3.05M | 0.08% | −469−1.4% | Reduced |
| D L Carlson Investment Group Inc | 32,510 | $3.06M | 0.53% | +323+1.0% | Added |
| Diversify Wealth Management, LLC | 33,564 | $3.06M | 0.05% | +28,441+555.2% | Added |
| Signaturefd, LLC | 32,614 | $3.07M | 0.05% | +1,727+5.6% | Added |
| Golden State Equity Partners | 32,681 | $3.07M | 0.23% | +14,014+75.1% | Added |
| Aaron Wealth Advisors | 32,690 | $3.07M | 0.18% | −4,206−11.4% | Reduced |
| GM Advisory Group, Inc. | 32,759 | $3.08M | 0.12% | +236+0.7% | Added |
| Stenger Family Office, LLC | 32,790 | $3.08M | 0.56% | +2,212+7.2% | Added |
| Elefante Mark B | 32,839 | $3.09M | 1.70% | +12,654+62.7% | Added |
| Carmel Capital Partners, LLC | 32,914 | $3.09M | 1.12% | −1,907−5.5% | Reduced |
| Vise Technologies, Inc. | 31,083 | $3.11M | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 33,099 | $3.11M | 0.11% | +1,197+3.8% | Added |
| Laurion Capital Management LP | 33,233 | $3.12M | 0.29% | +33,233 | New |
| Chicago Partners Investment Group LLC | 34,259 | $3.14M | 0.07% | +4,811+16.3% | Added |
| Chemistry Wealth Management LLC | 33,509 | $3.15M | 0.55% | +100.0% | Added |
| Quantbot Technologies LP | 33,573 | $3.16M | 0.13% | +33,573 | New |
| GPM Growth Investors, Inc. | 33,653 | $3.16M | 1.33% | +915+2.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 33,715 | $3.17M | 0.19% | −202,143−85.7% | Reduced |
| Cascade Investment Advisors, Inc. | 33,900 | $3.19M | 1.89% | −255−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 34,035 | $3.20M | 0.13% | +1,811+5.6% | Added |
| Financial Advisory Partners, LLC | 34,041 | $3.20M | 0.90% | +34,041 | New |
| Choate Investment Advisors | 34,069 | $3.20M | 0.06% | +74+0.2% | Added |
| Crux Wealth Advisors | 34,118 | $3.21M | 1.23% | −440−1.3% | Reduced |
| V-Square Quantitative Management LLC | 34,138 | $3.21M | 0.34% | −525−1.5% | Reduced |
| Twin City Private Wealth, LLC | 34,182 | $3.21M | 2.44% | +842+2.5% | Added |
| Johnson Investment Counsel Inc | 34,478 | $3.24M | 0.03% | −815−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 34,805 | $3.27M | 0.09% | −47,035−57.5% | Reduced |
| Ninety One SA (PTY) Ltd | 35,362 | $3.27M | 0.14% | +14,606+70.4% | Added |
| Webster Bank, N. A. | 34,876 | $3.28M | 0.31% | +215+0.6% | Added |
| CSM Advisors, LLC | 34,879 | $3.28M | 0.08% | +34,879 | New |
| Strategic Wealth Partners, Ltd. | 35,027 | $3.29M | 0.23% | +6,031+20.8% | Added |
| Convergence Investment Partners, LLC | 35,293 | $3.32M | 0.54% | +9,937+39.2% | Added |
| Brown Brothers Harriman & Co | 35,544 | $3.34M | 0.02% | +12,678+55.4% | Added |
| Moneta Group Investment Advisors LLC | 35,576 | $3.34M | 0.03% | +267+0.8% | Added |
| Resonant Capital Advisors, LLC | 35,691 | $3.35M | 0.18% | +1,233+3.6% | Added |
| Everence Capital Management Inc | 35,800 | $3.36M | 0.21% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 35,840 | $3.37M | 0.15% | −10,264−22.3% | Reduced |
| Annandale Capital, LLC | 35,848 | $3.37M | 0.55% | 00.0% | Unchanged |
| Central Bank & Trust Co | 36,054 | $3.39M | 0.53% | −573−1.6% | Reduced |
| Bleakley Financial Group, LLC | 36,096 | $3.39M | 0.05% | +1,489+4.3% | Added |
| Inkwell Capital LLC | 36,610 | $3.44M | 3.50% | −320−0.9% | Reduced |
| SGL Investment Advisors, Inc. | 39,364 | $3.46M | 1.30% | −774−1.9% | Reduced |
| Oddo BHF Asset Management SAS | 36,859 | $3.46M | 0.14% | +36,859 | New |
| Asio Capital, LLC | 37,227 | $3.50M | 0.49% | +37,227 | New |
| Envestnet Portfolio Solutions, Inc. | 37,292 | $3.50M | 0.02% | −72,583−66.1% | Reduced |
| Integrated Advisors Network LLC | 37,458 | $3.52M | 0.18% | −37,440−50.0% | Reduced |
| American Trust | 37,462 | $3.52M | 0.31% | −6,008−13.8% | Reduced |
| Gs Investments, Inc. | 37,493 | $3.52M | 2.02% | +73+0.2% | Added |
| Fearless Solutions, LLC dba Best Invest | 37,506 | $3.52M | 2.13% | −675−1.8% | Reduced |
| Savvy Advisors, Inc. | 37,707 | $3.54M | 0.10% | +4,876+14.9% | Added |
| Twin Capital Management Inc | 37,788 | $3.55M | 0.46% | −167−0.4% | Reduced |
| Summit Financial, LLC | 37,879 | $3.56M | 0.05% | −255−0.7% | Reduced |
| Stonebridge Capital Advisors LLC | 37,926 | $3.56M | 0.25% | −855−2.2% | Reduced |
| Nelson Capital Management, LLC | 37,933 | $3.56M | 0.44% | −436−1.1% | Reduced |
| Kidder Stephen W | 38,310 | $3.60M | 1.06% | +7,435+24.1% | Added |
| Vontobel Holding Ltd. | 38,322 | $3.60M | 0.01% | −1,552−3.9% | Reduced |
| HF Advisory Group, LLC | 38,372 | $3.61M | 1.23% | +771+2.1% | Added |
| Stableford Capital II LLC | 38,431 | $3.61M | 1.34% | +294+0.8% | Added |
| Partners Capital Investment Group, LLP | 38,623 | $3.63M | 0.14% | −4,514−10.5% | Reduced |
| Anchor Investment Management, LLC | 38,632 | $3.63M | 0.30% | +405+1.1% | Added |
| Polar Asset Management Partners Inc. | 38,685 | $3.64M | 0.09% | −104,115−72.9% | Reduced |
| Sculati Wealth Management, LLC | 38,960 | $3.66M | 1.35% | −970−2.4% | Reduced |
| Vestcor Inc | 39,086 | $3.67M | 0.10% | −1,392−3.4% | Reduced |
| Marble Wealth, LLC | 39,152 | $3.68M | 0.64% | −2,248−5.4% | Reduced |
| LGT Group Foundation | 39,167 | $3.68M | 0.04% | −16,709−29.9% | Reduced |
| Fiduciary Financial Group, LLC | 39,240 | $3.69M | 0.49% | −5,648−12.6% | Reduced |
| Great Valley Advisor Group, Inc. | 39,484 | $3.71M | 0.07% | +4,657+13.4% | Added |
| Sepio Capital, LP | 39,560 | $3.72M | 0.20% | +695+1.8% | Added |
| GeoWealth Management, LLC | 39,698 | $3.73M | 0.13% | +1,277+3.3% | Added |
| E. Ohman J:or Asset Management AB | 39,700 | $3.73M | 0.10% | −2,700−6.4% | Reduced |
| Greenup Street Wealth Management LLC | 39,739 | $3.73M | 0.53% | −14,976−27.4% | Reduced |
| Roundview Capital LLC | 39,902 | $3.75M | 0.23% | +8,359+26.5% | Added |
| Means Investment Co., Inc. | 39,937 | $3.75M | 0.33% | −460−1.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,038 | $3.76M | 1.20% | +40.0% | Added |
| Fiduciary Group LLC | 40,102 | $3.77M | 0.32% | −574−1.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 40,309 | $3.79M | 3.75% | −1,311−3.1% | Reduced |
| Bryn Mawr Trust Co | 40,458 | $3.80M | 0.09% | −4,133−9.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 40,776 | $3.83M | 1.20% | +442+1.1% | Added |
| Pine Haven Investment Counsel, Inc | 40,776 | $3.83M | 2.82% | −537−1.3% | Reduced |
| Courier Capital LLC | 41,029 | $3.86M | 0.22% | −680−1.6% | Reduced |
| Mengis Capital Management, Inc. | 41,107 | $3.86M | 0.66% | −74−0.2% | Reduced |
| Walleye Capital LLC | 41,246 | $3.88M | 0.02% | −113,097−73.3% | Reduced |
| Skopos Labs, Inc. | 41,269 | $3.88M | 0.12% | +18,715+83.0% | Added |
| Mount Yale Investment Advisors, LLC | 41,428 | $3.89M | 0.09% | +27,911+206.5% | Added |
| Conscious Wealth Investments, LLC | 38,840 | $3.89M | 2.17% | −974−2.4% | Reduced |
| TCG Advisory Services, LLC | 41,499 | $3.90M | 0.10% | −92,000−68.9% | Reduced |
| Kestra Investment Management, LLC | 41,499 | $3.90M | 0.07% | +11,026+36.2% | Added |