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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 41,906 | $3.94M | 0.05% | +32,395+340.6% | Added |
| Quadrant Capital Group LLC | 41,954 | $3.94M | 0.12% | +548+1.3% | Added |
| Apollon Wealth Management, LLC | 42,042 | $3.95M | 0.06% | +792+1.9% | Added |
| Wealthspire Advisors, LLC | 42,097 | $3.96M | 0.03% | −10,239−19.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 42,106 | $3.96M | 1.32% | −306−0.7% | Reduced |
| Goelzer Investment Management, Inc. | 42,340 | $3.98M | 0.19% | +424+1.0% | Added |
| Eagle Bluffs Wealth Management LLC | 42,547 | $4.00M | 1.56% | +817+2.0% | Added |
| Concurrent Investment Advisors, LLC | 42,585 | $4.00M | 0.04% | +9,704+29.5% | Added |
| Lantern Wealth Advisors, LLC | 42,626 | $4.01M | 2.05% | +294+0.7% | Added |
| Red Spruce Capital, LLC | 42,783 | $4.02M | 1.65% | +412+1.0% | Added |
| Parallel Advisors, LLC | 42,786 | $4.02M | 0.07% | +2,304+5.7% | Added |
| Secure Asset Management, LLC | 42,986 | $4.04M | 0.64% | +3,293+8.3% | Added |
| TD Private Client Wealth LLC | 42,992 | $4.04M | 0.08% | +4,720+12.3% | Added |
| Dorsey & Whitney Trust CO LLC | 43,015 | $4.04M | 0.22% | −4,088−8.7% | Reduced |
| 180 Wealth Advisors, LLC | 43,873 | $4.12M | 0.47% | +310+0.7% | Added |
| Montag A & Associates Inc | 43,980 | $4.13M | 0.19% | −673−1.5% | Reduced |
| East Coast Asset Management, LLC. | 44,119 | $4.15M | 1.37% | −867−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 44,206 | $4.15M | 0.06% | −1,927−4.2% | Reduced |
| Brighton Jones LLC | 44,317 | $4.16M | 0.09% | +44,317 | New |
| LS Investment Advisors, LLC | 44,407 | $4.17M | 0.62% | −3,998−8.3% | Reduced |
| Gotham Asset Management, LLC | 44,493 | $4.18M | 0.01% | −1,418−3.1% | Reduced |
| SAM Advisors, LLC | 44,671 | $4.20M | 1.32% | +111+0.2% | Added |
| Chatham Capital Group, Inc. | 44,687 | $4.20M | 0.61% | −590−1.3% | Reduced |
| Destination Wealth Management | 44,815 | $4.21M | 0.11% | +31,263+230.7% | Added |
| Huntington National Bank | 44,829 | $4.21M | 0.02% | −1,584−3.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 44,913 | $4.22M | 0.29% | 00.0% | Unchanged |
| Alerus Financial NA | 45,018 | $4.23M | 0.21% | −14,125−23.9% | Reduced |
| Park Avenue Securities LLC | 45,080 | $4.24M | 0.03% | −9,442−17.3% | Reduced |
| Maltese Capital Management LLC | 45,200 | $4.25M | 0.84% | −4,800−9.6% | Reduced |
| Victrix Investment Advisors | 45,263 | $4.25M | 1.54% | +1,855+4.3% | Added |
| Securian Asset Management, Inc | 45,313 | $4.26M | 0.17% | −106−0.2% | Reduced |
| Delta Capital Management LLC | 45,345 | $4.26M | 2.35% | −40−0.1% | Reduced |
| TCW Group Inc | 45,548 | $4.28M | 0.03% | −251−0.5% | Reduced |
| Community Financial Services Group, LLC | 46,592 | $4.30M | 0.76% | +2,781+6.3% | Added |
| MUFG Securities Americas Inc. | 46,218 | $4.34M | 0.28% | +1,219+2.7% | Added |
| GAMMA Investing LLC | 46,331 | $4.35M | 0.20% | +8,348+22.0% | Added |
| Main Street Research LLC | 46,360 | $4.36M | 0.25% | +14,578+45.9% | Added |
| Rossmore Private Capital | 46,454 | $4.37M | 0.38% | −230−0.5% | Reduced |
| Strategic Global Advisors, LLC | 46,558 | $4.38M | 0.70% | −910−1.9% | Reduced |
| Tandem Capital Management Corp | 47,048 | $4.42M | 2.21% | −2,214−4.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 47,080 | $4.42M | 0.53% | 00.0% | Unchanged |
| First National Advisers, LLC | 47,242 | $4.44M | 0.65% | −3,964−7.7% | Reduced |
| Clean Yield Group | 47,271 | $4.44M | 1.25% | +6,822+16.9% | Added |
| Quadrant Private Wealth Management, LLC | 47,558 | $4.47M | 0.69% | +41,468+680.9% | Added |
| Chase Investment Counsel Corp | 47,626 | $4.47M | 1.17% | +47,626 | New |
| Hunter Perkins Capital Management, LLC | 47,856 | $4.50M | 1.05% | −230−0.5% | Reduced |
| AE Wealth Management LLC | 47,945 | $4.51M | 0.02% | −22,504−31.9% | Reduced |
| Malaga Cove Capital, LLC | 47,976 | $4.51M | 1.62% | +3,045+6.8% | Added |
| Lakehouse Capital Pty Ltd | 32,894 | $4.51M | 3.04% | −78,924−70.6% | Reduced |
| Resources Investment Advisors, LLC. | 48,042 | $4.52M | 0.04% | +7,101+17.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 48,075 | $4.52M | 0.91% | +9,369+24.2% | Added |
| Nicolet Bankshares Inc | 48,613 | $4.53M | 0.17% | +35,955+284.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 48,334 | $4.54M | 0.17% | −200−0.4% | Reduced |
| Arq Wealth Advisors, LLC | 48,710 | $4.58M | 0.83% | +42,450+678.1% | Added |
| Hixon Zuercher, LLC | 48,885 | $4.59M | 1.43% | −511−1.0% | Reduced |
| Empirical Finance, LLC | 49,137 | $4.62M | 0.22% | −30−0.1% | Reduced |
| Quadrature Capital Ltd | 49,323 | $4.64M | 0.06% | +49,323 | New |
| Sanibel Captiva Trust Company, Inc. | 49,381 | $4.64M | 0.13% | +12,787+34.9% | Added |
| North Dakota State Investment Board | 49,453 | $4.65M | 0.20% | −9,078−15.5% | Reduced |
| Puzo Michael J | 49,557 | $4.66M | 1.36% | +8,072+19.5% | Added |
| Independent Advisor Alliance | 50,129 | $4.71M | 0.05% | −4,982−9.0% | Reduced |
| Delaney Dennis R | 50,140 | $4.71M | 1.67% | +23,187+86.0% | Added |
| Greenleaf Trust | 50,306 | $4.73M | 0.05% | −866−1.7% | Reduced |
| Prospera Financial Services Inc | 50,449 | $4.74M | 0.08% | −1,253−2.4% | Reduced |
| Capital Analysts, LLC | 50,497 | $4.75M | 0.12% | −4,495−8.2% | Reduced |
| Daymark Wealth Partners, LLC | 50,494 | $4.75M | 0.15% | +1,141+2.3% | Added |
| Hudson Valley Investment Advisors Inc | 50,545 | $4.75M | 0.62% | −10,253−16.9% | Reduced |
| RNC Capital Management LLC | 50,610 | $4.76M | 0.21% | −91−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 50,747 | $4.77M | 0.11% | +10,977+27.6% | Added |
| Allworth Financial LP | 51,024 | $4.80M | 0.02% | +283+0.6% | Added |
| Colonial Trust Co | 51,298 | $4.82M | 0.66% | +755+1.5% | Added |
| Leelyn Smith, LLC | 51,339 | $4.82M | 0.68% | +3,555+7.4% | Added |
| American Trust Investment Advisors, LLC | 51,488 | $4.84M | 2.67% | +575+1.1% | Added |
| Brookstone Capital Management | 51,713 | $4.86M | 0.06% | +2,238+4.5% | Added |
| CX Institutional | 52,019 | $4.89M | 0.15% | −102,838−66.4% | Reduced |
| Intrinsic Value Partners, LLC | 52,370 | $4.92M | 3.79% | −85−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 53,369 | $4.93M | 0.49% | −1,314−2.4% | Reduced |
| Stephens Inc | 52,506 | $4.93M | 0.06% | +29,219+125.5% | Added |
| Bailard, Inc. | 52,897 | $4.97M | 0.11% | −269−0.5% | Reduced |
| Sculptor Capital LP | 53,000 | $4.98M | 0.06% | +53,000 | New |
| Keybank National Association | 53,035 | $4.98M | 0.02% | +653+1.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 53,315 | $5.01M | 0.73% | +13,238+33.0% | Added |
| NBC Securities, Inc. | 53,324 | $5.01M | 0.38% | +30,357+132.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 53,446 | $5.02M | 0.08% | +76+0.1% | Added |
| Somerville Kurt F | 53,514 | $5.03M | 1.33% | −12,041−18.4% | Reduced |
| Evolve Private Wealth, LLC | 53,793 | $5.06M | 0.27% | +1,640+3.1% | Added |
| Nomura Holdings Inc | 55,346 | $5.20M | 0.04% | +30,960+127.0% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 55,819 | $5.25M | 2.90% | +2,994+5.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 56,024 | $5.27M | 0.18% | −6,811−10.8% | Reduced |
| Hamilton Capital Partners Inc. | 56,135 | $5.28M | 0.18% | −5,068−8.3% | Reduced |
| Algert Global LLC | 56,171 | $5.28M | 0.08% | −8,255−12.8% | Reduced |
| DLK Investment Management, LLC | 56,214 | $5.28M | 2.09% | −878−1.5% | Reduced |
| Conning Inc. | 56,409 | $5.30M | 0.18% | −453−0.8% | Reduced |
| First American Bank | 56,643 | $5.32M | 0.33% | +2,638+4.9% | Added |
| Harrington Investments, INC | 56,755 | $5.33M | 2.81% | +98+0.2% | Added |
| Plato Investment Management Ltd | 57,039 | $5.36M | 0.36% | 00.0% | Unchanged |
| Ravenswood Partners LP | 57,082 | $5.36M | 1.98% | +57,082 | New |
| Diversified Management Inc | 57,228 | $5.38M | 0.92% | +47,691+500.1% | Added |
| Perkins Coie Trust Co | 57,713 | $5.42M | 1.04% | −511−0.9% | Reduced |
| AlTi Global, Inc. | 57,933 | $5.44M | 0.12% | −1,166−2.0% | Reduced |