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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| REAP Financial Group, LLC | 150 | $14.1K | 0.00% | +150 | New |
| NCP Inc. | 152 | $14.3K | 0.02% | −182−54.5% | Reduced |
| HighMark Wealth Management LLC | 152 | $14.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 161 | $15.1K | 0.02% | −13−7.5% | Reduced |
| Global Trust Asset Management, LLC | 164 | $15.4K | 0.01% | −450−73.3% | Reduced |
| Adirondack Trust Co | 165 | $15.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 167 | $15.7K | 0.01% | +40+31.5% | Added |
| Acima Private Wealth, LLC | 169 | $15.9K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 171 | $16.1K | 0.00% | −200−53.9% | Reduced |
| High Note Wealth, LLC | 172 | $16.2K | 0.00% | +34+24.6% | Added |
| Sittner & Nelson, LLC | 178 | $16.7K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 180 | $16.9K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 180 | $16.9K | 0.03% | +180 | New |
| Coston, McIsaac & Partners | 182 | $17.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 185 | $17.4K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 192 | $18.0K | 0.00% | +1+0.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 200 | $18.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $18.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 205 | $19.3K | 0.00% | +31+17.8% | Added |
| Prestige Wealth Management Group LLC | 205 | $19.3K | 0.00% | +31+17.8% | Added |
| True Link Financial Advisors, LLC | 210 | $19.7K | 0.00% | +210 | New |
| Horizon Financial Services, LLC | 214 | $20.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 215 | $20.2K | 0.00% | −23−9.7% | Reduced |
| Mascoma Wealth Management LLC | 217 | $20.4K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 217 | $20.4K | 0.01% | +65+42.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 223 | $21.0K | 0.01% | +212+1,927.3% | Added |
| Napier Financial, LLC | 223 | $21.0K | 0.00% | +223 | New |
| Pin Oak Investment Advisors Inc | 224 | $21.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 225 | $21.2K | 0.00% | −84−27.2% | Reduced |
| Manning & Napier Advisors LLC | 228 | $21.2K | 0.00% | +131+135.1% | Added |
| Hurley Capital, LLC | 226 | $21.2K | 0.01% | +2+0.9% | Added |
| Dunhill Financial, LLC | 226 | $21.3K | 0.01% | −12−5.0% | Reduced |
| Roxbury Financial LLC | 228 | $21.4K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 229 | $21.5K | 0.01% | +224+4,480.0% | Added |
| LFA - Lugano Financial Advisors SA | 235 | $22.1K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 236 | $22.2K | 0.00% | +23+10.8% | Added |
| S&T Bank | 237 | $22.3K | 0.01% | +205+640.6% | Added |
| Palladiem, LLC | 230 | $22.4K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 242 | $22.7K | 0.01% | +64+36.0% | Added |
| Vision Financial Markets LLC | 244 | $22.8K | 0.02% | +1+0.4% | Added |
| Gables Capital Management Inc. | 249 | $23.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 257 | $24.2K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 263 | $24.7K | 0.01% | +263 | New |
| Robinswood Financial LLC | 263 | $24.8K | 0.01% | +1+0.4% | Added |
| Financial Connections Group, Inc. | 271 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 267 | $25.1K | 0.02% | +75+39.1% | Added |
| Frazier Financial Advisors, LLC | 272 | $25.6K | 0.01% | +3+1.1% | Added |
| Arlington Trust Co LLC | 274 | $25.8K | 0.00% | +214+356.7% | Added |
| Clear Street Markets LLC | 275 | $25.8K | 0.01% | −2,204−88.9% | Reduced |
| Loomis Sayles & Co L P | 277 | $26.0K | 0.00% | −108−28.1% | Reduced |
| Meeder Asset Management Inc | 277 | $26.0K | 0.00% | −88−24.1% | Reduced |
| Princeton Global Asset Management LLC | 279 | $26.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 280 | $26.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 285 | $26.8K | 0.01% | +67+30.7% | Added |
| Beacon Financial Strategies CORP | 292 | $27.4K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 294 | $27.7K | 0.01% | +1+0.3% | Added |
| Joseph Group Capital Management | 297 | $27.9K | 0.01% | +152+104.8% | Added |
| Stone House Investment Management, LLC | 298 | $28.0K | 0.01% | +31+11.6% | Added |
| Avion Wealth | 306 | $28.0K | 0.01% | +35+12.9% | Added |
| Battery Global Advisors, LLC | 303 | $28.4K | 0.02% | −71−19.0% | Reduced |
| Vermillion Wealth Management, Inc. | 305 | $28.7K | 0.01% | +105+52.5% | Added |
| Scarborough Advisors, LLC | 305 | $28.7K | 0.00% | +305 | New |
| Albion Financial Group | 320 | $30.1K | 0.00% | +10+3.2% | Added |
| McIlrath & Eck, LLC | 322 | $30.2K | 0.00% | +1+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 324 | $30.4K | 0.00% | +324 | New |
| Glen Eagle Advisors, LLC | 326 | $30.6K | 0.00% | +1+0.3% | Added |
| Abound Wealth Management | 329 | $30.9K | 0.01% | −32−8.9% | Reduced |
| Aventus Investment Advisors, Inc. | 330 | $31.0K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 331 | $31.1K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 360 | $31.6K | 0.00% | +75+26.3% | Added |
| Raffa Wealth Management, LLC | 348 | $32.7K | 0.01% | +7+2.1% | Added |
| Dogwood Wealth Management LLC | 349 | $32.8K | 0.01% | +102+41.3% | Added |
| Hoese & Co LLP | 352 | $33.1K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 352 | $33.1K | 0.01% | +352 | New |
| Newbridge Financial Services Group, Inc. | 358 | $33.6K | 0.01% | +1+0.3% | Added |
| Old Point Trust & Financial Services N A | 366 | $34.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 370 | $34.8K | 0.01% | +370 | New |
| Bogart Wealth, LLC | 377 | $35.4K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 395 | $37.1K | 0.02% | 00.0% | Unchanged |
| Stance Capital LLC | 400 | $37.6K | 0.02% | −14,004−97.2% | Reduced |
| IAG Wealth Partners, LLC | 400 | $37.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 400 | $37.6K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 408 | $37.7K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 403 | $37.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 408 | $38.3K | 0.01% | +41+11.2% | Added |
| Seneschal Advisors, LLC | 430 | $40.4K | 0.03% | +2+0.5% | Added |
| Murphy & Mullick Capital Management Corp | 435 | $40.8K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 447 | $42.0K | 0.06% | −342−43.3% | Reduced |
| First PREMIER Bank | 450 | $42.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 464 | $43.6K | 0.00% | +1+0.2% | Added |
| Valued Wealth Advisors LLC | 466 | $43.8K | 0.02% | +129+38.3% | Added |
| Evelyn Partners Asset Management Ltd | 467 | $43.9K | 0.01% | 00.0% | Unchanged |
| Trust Co | 467 | $43.9K | 0.00% | +71+17.9% | Added |
| True Wealth Design, LLC | 470 | $44.2K | 0.01% | +202+75.4% | Added |
| First Financial Corp | 473 | $44.5K | 0.02% | −277−36.9% | Reduced |
| Boreal Capital Management LLC | 475 | $44.6K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 485 | $45.6K | 0.02% | +485 | New |
| Caldwell Sutter Capital, Inc. | 486 | $45.7K | 0.02% | −64−11.6% | Reduced |
| Sachetta, LLC | 493 | $46.3K | 0.03% | +58+13.3% | Added |
| Hallmark Capital Management Inc | 500 | $47.0K | 0.00% | 00.0% | Unchanged |