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 |
|---|---|---|---|---|---|
| Lincoln Capital LLC | 58,158 | $5.47M | 1.04% | −1,915−3.2% | Reduced |
| William Allan, LLC | 58,300 | $5.48M | 3.24% | +911+1.6% | Added |
| Graham Capital Management, L.P. | 58,635 | $5.51M | 0.19% | +20,380+53.3% | Added |
| Bokf, NA | 59,022 | $5.55M | 0.08% | +4,010+7.3% | Added |
| Tokio Marine Asset Management Co Ltd | 59,309 | $5.57M | 0.20% | +1,003+1.7% | Added |
| Stratos Wealth Partners, LTD. | 59,354 | $5.58M | 0.06% | +4,635+8.5% | Added |
| Ibex Wealth Advisors | 59,355 | $5.58M | 0.52% | +6,262+11.8% | Added |
| Pittenger & Anderson Inc | 59,689 | $5.61M | 0.22% | +2,772+4.9% | Added |
| Lincoln Capital Corp | 60,076 | $5.65M | 2.08% | −268−0.4% | Reduced |
| Ci Investments Inc. | 60,077 | $5.65M | 0.03% | −470−0.8% | Reduced |
| Commerzbank Aktiengesellschaft | 61,071 | $5.74M | 0.12% | +5,979+10.9% | Added |
| FJ Capital Management LLC | 61,883 | $5.82M | 0.65% | +61,883 | New |
| Ayrshire Capital Management LLC | 61,896 | $5.82M | 3.01% | +61,896 | New |
| Thompson Siegel & Walmsley LLC | 61,978 | $5.83M | 0.10% | −1,750−2.7% | Reduced |
| Fishman Jay A Ltd | 62,120 | $5.84M | 0.52% | +62,120 | New |
| Saudi Central Bank | 62,309 | $5.86M | 0.12% | +62,309 | New |
| Spire Wealth Management | 62,718 | $5.89M | 0.20% | −2,384−3.7% | Reduced |
| Oliver Luxxe Assets LLC | 62,953 | $5.92M | 0.89% | −208−0.3% | Reduced |
| Laird Norton Trust Company, LLC | 63,077 | $5.93M | 0.13% | −5,147−7.5% | Reduced |
| Walleye Trading LLC | 63,288 | $5.95M | 0.12% | −138−0.2% | Reduced |
| National Philanthropic Trust | 63,788 | $5.99M | 0.06% | −18,601−22.6% | Reduced |
| IFP Advisors, Inc | 63,814 | $6.00M | 0.12% | +13,329+26.4% | Added |
| Siemens Fonds Invest GmbH | 64,197 | $6.03M | 0.35% | −2,605−3.9% | Reduced |
| HB Wealth Management, LLC | 64,331 | $6.05M | 0.04% | +4,737+7.9% | Added |
| Voleon Capital Management LP | 64,383 | $6.05M | 0.13% | −109,302−62.9% | Reduced |
| Scotia Capital Inc. | 64,420 | $6.05M | 0.02% | −4,919−7.1% | Reduced |
| GAM Holding AG | 65,412 | $6.15M | 0.54% | −21,798−25.0% | Reduced |
| Twin Lakes Capital Management, LLC | 65,706 | $6.18M | 2.81% | −770−1.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 66,101 | $6.21M | 0.02% | +66,101 | New |
| Legal Advantage Investments, Inc. | 66,660 | $6.26M | 3.24% | +3,100+4.9% | Added |
| Condor Capital Management | 66,752 | $6.27M | 0.52% | +8,337+14.3% | Added |
| Investment Research & Advisory Group, Inc. | 66,924 | $6.30M | 2.22% | +822+1.2% | Added |
| Pacific Capital Partners Ltd | 67,044 | $6.30M | 6.22% | +36,374+118.6% | Added |
| Sendero Wealth Management, LLC | 67,313 | $6.33M | 0.70% | +1,651+2.5% | Added |
| Prentiss Smith & Co Inc | 67,628 | $6.36M | 3.69% | −140.0% | Reduced |
| Krilogy Financial LLC | 68,740 | $6.37M | 0.21% | +14,050+25.7% | Added |
| LaFleur & Godfrey LLC | 67,912 | $6.38M | 0.79% | +4,680+7.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 68,000 | $6.39M | 0.29% | −303−0.4% | Reduced |
| Arkadios Wealth Advisors | 68,094 | $6.40M | 0.11% | −70−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 68,233 | $6.41M | 0.11% | −512−0.7% | Reduced |
| MUFG Securities EMEA plc | 68,476 | $6.44M | 0.10% | 00.0% | Unchanged |
| SIH Partners, LLLP | 68,857 | $6.47M | 0.20% | +68,857 | New |
| Badgley Phelps Wealth Managers, LLC | 69,055 | $6.49M | 0.13% | −69,569−50.2% | Reduced |
| Mark Asset Management LP | 69,446 | $6.53M | 0.87% | −6,349−8.4% | Reduced |
| Americana Partners, LLC | 69,569 | $6.54M | 0.17% | −45,537−39.6% | Reduced |
| Citizens Business Bank | 69,920 | $6.57M | 1.08% | −1,171−1.6% | Reduced |
| Advisory Resource Group | 69,997 | $6.58M | 1.13% | +69,997 | New |
| Central Pacific Bank - Trust Division | 70,187 | $6.60M | 0.84% | −366−0.5% | Reduced |
| Birch Capital Management, LLC | 70,633 | $6.64M | 3.48% | +892+1.3% | Added |
| Cloverfields Capital Group, LP | 71,095 | $6.68M | 2.16% | −3,300−4.4% | Reduced |
| Farther Finance Advisors, LLC | 72,937 | $6.74M | 0.06% | +9,553+15.1% | Added |
| Salvus Wealth Management, LLC | 71,681 | $6.74M | 3.92% | −1,360−1.9% | Reduced |
| Wright Investors Service Inc | 71,784 | $6.75M | 2.12% | +10,709+17.5% | Added |
| Metis Global Partners, LLC | 71,786 | $6.75M | 0.17% | −8,204−10.3% | Reduced |
| Boston Common Asset Management, LLC | 72,293 | $6.79M | 0.44% | −761−1.0% | Reduced |
| Kavar Capital Partners Group, LLC | 72,438 | $6.81M | 0.85% | +1,189+1.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 72,734 | $6.84M | 0.67% | +1,746+2.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 73,134 | $6.87M | 0.20% | −3,225−4.2% | Reduced |
| Merit Financial Group, LLC | 73,284 | $6.89M | 0.05% | +4,172+6.0% | Added |
| Gilman Hill Asset Management, LLC | 74,348 | $6.99M | 1.05% | −1,495−2.0% | Reduced |
| Equitable Holdings, Inc. | 71,640 | $7.07M | 0.05% | +6,657+10.2% | Added |
| Naples Global Advisors, LLC | 75,541 | $7.10M | 0.52% | +5,243+7.5% | Added |
| Marco Investment Management LLC | 76,689 | $7.21M | 0.54% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 77,338 | $7.27M | 0.80% | +28,344+57.9% | Added |
| Formuepleje A/S | 78,420 | $7.37M | 0.67% | +78,420 | New |
| New Mexico Educational Retirement Board | 78,687 | $7.39M | 0.23% | 00.0% | Unchanged |
| BNP Paribas | 79,488 | $7.47M | 0.24% | −42,901−35.1% | Reduced |
| Pring Turner Capital Group Inc | 74,825 | $7.48M | 4.50% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 80,287 | $7.55M | 0.18% | +4,642+6.1% | Added |
| NewEdge Wealth, LLC | 81,450 | $7.65M | 0.09% | −22,039−21.3% | Reduced |
| We Are One Seven, LLC | 81,840 | $7.69M | 0.15% | −1,514−1.8% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 82,419 | $7.75M | 1.49% | −1,764−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 82,744 | $7.78M | 0.39% | −4,576−5.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 82,775 | $7.78M | 0.08% | −8,424−9.2% | Reduced |
| Capital Investment Counsel, Inc | 82,954 | $7.80M | 0.96% | −3,310−3.8% | Reduced |
| Radnor Capital Management, LLC | 83,010 | $7.80M | 1.15% | −400.0% | Reduced |
| Fagan Associates, Inc. | 83,546 | $7.85M | 1.09% | +1,755+2.1% | Added |
| Pacer Advisors, Inc. | 83,634 | $7.86M | 0.02% | −47,390−36.2% | Reduced |
| Oppenheimer & Co Inc | 83,674 | $7.86M | 0.10% | −1,957−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 83,968 | $7.89M | 0.32% | +10,278+13.9% | Added |
| Maryland State Retirement & Pension System | 84,327 | $7.93M | 0.16% | −785−0.9% | Reduced |
| Resolute Capital Asset Partners LLC | 85,000 | $7.99M | 4.20% | +30,000+54.5% | Added |
| Louisiana State Employees Retirement System | 85,100 | $8.00M | 0.14% | −200−0.2% | Reduced |
| Redmond Asset Management, LLC | 85,184 | $8.01M | 2.19% | −6,613−7.2% | Reduced |
| American Assets Investment Management, LLC | 86,674 | $8.15M | 0.55% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 87,113 | $8.19M | 0.54% | +47,767+121.4% | Added |
| Commerce Bank | 87,517 | $8.22M | 0.04% | +15,226+21.1% | Added |
| Mezzasalma Advisors, LLC | 88,567 | $8.32M | 2.13% | +2,619+3.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 89,498 | $8.41M | 0.47% | +47,281+112.0% | Added |
| Colonial Trust Advisors | 89,954 | $8.45M | 0.66% | +142+0.2% | Added |
| Allianz SE | 90,478 | $8.50M | 0.09% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 90,663 | $8.52M | 0.13% | −47,467−34.4% | Reduced |
| VectorGlobal IAG, Inc. | 90,990 | $8.55M | 2.22% | +90,990 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 91,275 | $8.58M | 3.09% | +10,930+13.6% | Added |
| Aviance Capital Partners, LLC | 91,711 | $8.62M | 1.01% | −1,310−1.4% | Reduced |
| Baldwin Brothers Inc | 92,960 | $8.74M | 0.63% | −2,169−2.3% | Reduced |
| KCM Investment Advisors LLC | 93,343 | $8.77M | 0.29% | +350.0% | Added |
| Great Lakes Advisors, LLC | 94,698 | $8.90M | 0.07% | +1,461+1.6% | Added |
| Lafayette Investments, Inc. | 94,860 | $8.91M | 1.81% | −824−0.9% | Reduced |
| Hartford Investment Management Co | 95,555 | $8.98M | 0.28% | −1,140−1.2% | Reduced |