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 |
|---|---|---|---|---|---|
| Caisse des Depots Et Consignations | 96,292 | $9.05M | 0.15% | +1,172+1.2% | Added |
| Aptus Capital Advisors, LLC | 96,426 | $9.06M | 0.08% | +80,239+495.7% | Added |
| Geneos Wealth Management Inc. | 96,468 | $9.07M | 0.21% | −4,884−4.8% | Reduced |
| Univest Financial Corp | 97,251 | $9.14M | 0.51% | −19,499−16.7% | Reduced |
| Dana Investment Advisors, Inc. | 97,373 | $9.15M | 0.27% | +37,242+61.9% | Added |
| Advocate Group LLC | 98,273 | $9.24M | 1.44% | −2,574−2.6% | Reduced |
| Cullen Investment Group, Ltd. | 99,484 | $9.35M | 1.23% | +25,005+33.6% | Added |
| Skylands Capital, LLC | 99,650 | $9.37M | 1.23% | +52,650+112.0% | Added |
| AMG National Trust Bank | 100,178 | $9.41M | 0.20% | +4,156+4.3% | Added |
| Rathbone Brothers plc | 100,800 | $9.47M | 0.04% | −9,159−8.3% | Reduced |
| Mizuho Securities USA LLC | 100,978 | $9.49M | 0.22% | −20,644−17.0% | Reduced |
| Norinchukin Bank, The | 100,995 | $9.49M | 0.11% | +125+0.1% | Added |
| GCM Grosvenor Holdings, LLC | 101,819 | $9.57M | 1.06% | −37,526−26.9% | Reduced |
| Morningstar Investment Management LLC | 102,422 | $9.63M | 0.60% | +4,144+4.2% | Added |
| Thompson Investment Management, Inc. | 102,917 | $9.67M | 1.25% | +6,756+7.0% | Added |
| Evergreen Capital Management LLC | 103,545 | $9.73M | 0.21% | −9,548−8.4% | Reduced |
| Illinois Municipal Retirement Fund | 103,657 | $9.74M | 0.12% | +29,260+39.3% | Added |
| Generali Asset Management SPA SGR | 103,937 | $9.77M | 0.20% | −19,021−15.5% | Reduced |
| RSM US Wealth Management LLC | 103,986 | $9.77M | 0.12% | −538−0.5% | Reduced |
| Private Advisor Group, LLC | 105,033 | $9.87M | 0.05% | +4,017+4.0% | Added |
| Shelton Capital Management | 105,058 | $9.87M | 0.22% | −27,500−20.7% | Reduced |
| MidFirst Bank | 105,436 | $9.91M | 0.82% | −3,232−3.0% | Reduced |
| Timber Creek Capital Management LLC | 105,745 | $9.94M | 2.41% | +1,897+1.8% | Added |
| Sig Brokerage, LP | 107,623 | $10.1M | 2.86% | −6,035−5.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 108,340 | $10.2M | 0.11% | +5,968+5.8% | Added |
| Citizens Financial Group Inc | 108,408 | $10.2M | 0.14% | +1,500+1.4% | Added |
| Patten & Patten Inc | 109,488 | $10.3M | 0.62% | +3,052+2.9% | Added |
| iA Global Asset Management Inc. | 109,663 | $10.3M | 0.15% | +3,630+3.4% | Added |
| First National Trust Co | 110,042 | $10.3M | 0.35% | +16,349+17.4% | Added |
| Osmosis Investment Management UK Ltd | 112,363 | $10.6M | 0.28% | +1,417+1.3% | Added |
| Allen Capital Group, LLC | 112,611 | $10.6M | 0.95% | +4,276+3.9% | Added |
| Perigon Wealth Management, LLC | 112,719 | $10.6M | 0.19% | −40,473−26.4% | Reduced |
| Manchester Global Management (UK) Ltd | 113,000 | $10.6M | 1.42% | +113,000 | New |
| Nicholas Company, Inc. | 114,467 | $10.8M | 0.21% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 115,491 | $10.9M | 0.10% | −429,812−78.8% | Reduced |
| Argent Trust Co | 115,972 | $10.9M | 0.37% | +3,309+2.9% | Added |
| Burney Co | 116,065 | $10.9M | 0.34% | −64,422−35.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 116,301 | $10.9M | 0.19% | −3,234−2.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 117,357 | $11.0M | 1.84% | +7,971+7.3% | Added |
| First National Bank of Omaha | 118,199 | $11.0M | 0.34% | −18,834−13.7% | Reduced |
| CWM, LLC | 119,975 | $11.3M | 0.03% | −9,774−7.5% | Reduced |
| M&G Plc | 120,181 | $11.3M | 0.06% | +22,575+23.1% | Added |
| Westend Capital Management, LLC | 120,330 | $11.3M | 3.39% | +2,661+2.3% | Added |
| Glenview Trust Co | 120,550 | $11.3M | 0.18% | −1,821−1.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 121,951 | $11.5M | 3.34% | −72−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 123,472 | $11.5M | 0.24% | +5,687+4.8% | Added |
| Clarkston Capital Partners, LLC | 122,357 | $11.5M | 0.88% | −554,200−81.9% | Reduced |
| Terry L. Blaker | 123,245 | $11.6M | 0.44% | +3,466+2.9% | Added |
| Motco | 123,302 | $11.6M | 1.07% | +312+0.3% | Added |
| Moore Capital Management, LP | 123,360 | $11.6M | 0.42% | −379,200−75.5% | Reduced |
| Tower Bridge Advisors | 123,790 | $11.6M | 1.12% | +4,505+3.8% | Added |
| Bright Rock Capital Management, LLC | 125,000 | $11.7M | 2.32% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 125,968 | $11.8M | 1.16% | +125,875+135,349.5% | Added |
| Hanson & Doremus Investment Management | 126,584 | $11.9M | 1.37% | +6,999+5.9% | Added |
| Ironwood Investment Counsel, LLC | 126,598 | $11.9M | 1.71% | −1,120−0.9% | Reduced |
| Baker Avenue Asset Management, LP | 126,628 | $11.9M | 0.27% | +4,981+4.1% | Added |
| Oppenheimer Asset Management Inc. | 127,365 | $12.0M | 0.14% | −6,206−4.6% | Reduced |
| UniSuper Management Pty Ltd | 127,439 | $12.0M | 0.08% | +1,222+1.0% | Added |
| Warren Averett Asset Management, LLC | 127,577 | $12.0M | 0.09% | +37,658+41.9% | Added |
| Ascent Group, LLC | 128,789 | $12.1M | 0.42% | +3,762+3.0% | Added |
| Omers Administration Corp | 129,265 | $12.1M | 0.08% | +20,760+19.1% | Added |
| Investment Management Corp of Ontario | 129,567 | $12.2M | 0.16% | −21,659−14.3% | Reduced |
| GWM Advisors LLC | 129,834 | $12.2M | 0.04% | +6,455+5.2% | Added |
| Oak Harvest Investment Services | 129,941 | $12.2M | 1.27% | +72,554+126.4% | Added |
| Gulf International Bank (UK) Ltd | 130,654 | $12.3M | 0.27% | +43,758+50.4% | Added |
| Brinker Capital Investments, LLC | 130,739 | $12.3M | 0.10% | −25,610−16.4% | Reduced |
| Allstate Corp | 131,075 | $12.3M | 0.13% | +910+0.7% | Added |
| Jamison Private Wealth Management, Inc. | 131,083 | $12.3M | 1.50% | +1,244+1.0% | Added |
| Advisors Capital Management, LLC | 131,273 | $12.3M | 0.14% | +2,191+1.7% | Added |
| Parthenon LLC | 131,490 | $12.4M | 1.41% | −2,330−1.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 132,632 | $12.5M | 0.20% | +14,993+12.7% | Added |
| ExodusPoint Capital Management, LP | 132,977 | $12.5M | 0.12% | −159,214−54.5% | Reduced |
| Crestwood Advisors Group LLC | 133,394 | $12.5M | 0.21% | +5,561+4.4% | Added |
| Gabelli Funds LLC | 133,437 | $12.5M | 0.08% | +86,557+184.6% | Added |
| Avanza Fonder AB | 133,459 | $12.5M | 0.35% | −1,675−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 133,461 | $12.5M | 0.10% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 133,609 | $12.6M | 1.42% | +183+0.1% | Added |
| Tocqueville Asset Management L.P. | 135,408 | $12.7M | 0.19% | +39,721+41.5% | Added |
| Susquehanna International Group, LLP | 135,480 | $12.7M | 0.02% | −434,172−76.2% | Reduced |
| Cornerstone Capital, Inc. | 136,180 | $12.8M | 1.28% | +1,797+1.3% | Added |
| Connors Investor Services Inc | 136,726 | $12.8M | 1.19% | −25,200−15.6% | Reduced |
| Principal Securities, Inc. | 137,142 | $12.9M | 0.19% | +1,303+1.0% | Added |
| Abn Amro Investment Solutions | 137,274 | $12.9M | 0.17% | +9,882+7.8% | Added |
| Horizon Investments, LLC | 137,960 | $12.9M | 0.14% | +40,093+41.0% | Added |
| Hancock Whitney Corp | 141,322 | $13.0M | 0.23% | +113,144+401.5% | Added |
| RMB Capital Management, LLC | 138,775 | $13.0M | 0.23% | +149+0.1% | Added |
| Financial Avengers, Inc. | 140,399 | $13.2M | 6.02% | −5,955−4.1% | Reduced |
| Van Cleef Asset Management,Inc | 144,834 | $13.6M | 1.47% | −179−0.1% | Reduced |
| Modera Wealth Management, LLC | 144,955 | $13.6M | 0.16% | −1,524−1.0% | Reduced |
| Banque Pictet & Cie SA | 145,251 | $13.7M | 0.16% | +2,520+1.8% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 145,410 | $13.7M | 0.34% | +42,247+41.0% | Added |
| United Capital Financial Advisers, LLC | 145,710 | $13.7M | 0.08% | +2,510+1.8% | Added |
| Think Investments LP | 146,000 | $13.7M | 1.85% | +146,000 | New |
| 1248 Management, LLC | 146,266 | $13.7M | 6.37% | +52,537+56.1% | Added |
| Snowden Capital Advisors LLC | 147,494 | $13.9M | 0.37% | −8,380−5.4% | Reduced |
| 1832 Asset Management L.P. | 147,659 | $13.9M | 0.02% | +2,899+2.0% | Added |
| Winslow Asset Management Inc | 148,074 | $13.9M | 2.70% | −5,310−3.5% | Reduced |
| MAI Capital Management | 148,811 | $14.0M | 0.08% | +7,762+5.5% | Added |
| Great Lakes Retirement, Inc. | 149,225 | $14.0M | 1.45% | +635+0.4% | Added |
| Trajan Wealth LLC | 150,463 | $14.1M | 0.60% | +22,359+17.5% | Added |