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 |
|---|---|---|---|---|---|
| Kinsale Capital Group, Inc. | 150,470 | $14.1M | 2.27% | +5,960+4.1% | Added |
| Baxter Bros Inc | 150,771 | $14.2M | 1.75% | +12,342+8.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 150,785 | $14.2M | 2.04% | +2,681+1.8% | Added |
| Advocacy Wealth Management Services, LLC | 152,207 | $14.3M | 0.63% | +445+0.3% | Added |
| Elgethun Capital Management | 155,576 | $14.6M | 2.42% | −4,728−2.9% | Reduced |
| Jacobs & Co | 159,083 | $14.9M | 1.48% | +1,382+0.9% | Added |
| Vivaldi Capital Management, LLC | 159,402 | $15.0M | 2.07% | −12,408−7.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 159,847 | $15.0M | 2.72% | +142+0.1% | Added |
| GenTrust, LLC | 163,804 | $15.4M | 0.66% | −1,533−0.9% | Reduced |
| Empower Advisory Group, LLC | 163,843 | $15.4M | 0.04% | −27,383−14.3% | Reduced |
| Kestra Advisory Services, LLC | 164,777 | $15.5M | 0.06% | −462−0.3% | Reduced |
| State of Alaska, Department of Revenue | 165,603 | $15.6M | 0.17% | −145−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 165,619 | $15.6M | 0.30% | +23,144+16.2% | Added |
| ASR Vermogensbeheer N.V. | 167,046 | $15.7M | 0.18% | +2,808+1.7% | Added |
| Prudential PLC | 167,247 | $15.7M | 0.12% | +32,076+23.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 167,560 | $15.7M | 0.02% | −255,825−60.4% | Reduced |
| Blume Capital Management, Inc. | 167,955 | $15.8M | 2.69% | −159−0.1% | Reduced |
| Goodman Financial Corp | 168,066 | $15.8M | 2.71% | −30,085−15.2% | Reduced |
| Atria Investments LLC | 169,771 | $16.0M | 0.18% | −7,525−4.2% | Reduced |
| HFR Wealth Management, LLC | 170,266 | $16.0M | 3.93% | −3,841−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 172,886 | $16.2M | 0.04% | −3,154−1.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 173,344 | $16.3M | 0.08% | +2,204+1.3% | Added |
| Venturi Wealth Management, LLC | 174,447 | $16.4M | 0.74% | +89,461+105.3% | Added |
| Poehling Capital Management, LLC | 176,250 | $16.6M | 3.49% | −131−0.1% | Reduced |
| Asset Advisors Investment Management, LLC | 176,394 | $16.6M | 1.58% | +3,225+1.9% | Added |
| TCTC Holdings, LLC | 178,815 | $16.8M | 0.48% | +3,234+1.8% | Added |
| Mizuho Markets Cayman LP | 179,240 | $16.8M | 0.91% | +179,240 | New |
| Yousif Capital Management, LLC | 179,885 | $16.9M | 0.20% | −5,931−3.2% | Reduced |
| Exchange Traded Concepts, LLC | 180,936 | $17.0M | 0.13% | +151,277+510.1% | Added |
| Davenport & Co LLC | 181,715 | $17.0M | 0.09% | −17,171−8.6% | Reduced |
| Jump Financial, LLC | 182,378 | $17.1M | 0.25% | −241,624−57.0% | Reduced |
| Lathrop Investment Management Corp | 182,420 | $17.1M | 3.21% | +193+0.1% | Added |
| AIA Group Ltd | 182,465 | $17.1M | 0.25% | +41,272+29.2% | Added |
| Wealthfront Advisers LLC | 182,743 | $17.2M | 0.04% | +10,372+6.0% | Added |
| Courant Investment Management LLC | 183,499 | $17.2M | 16.84% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 184,295 | $17.3M | 1.39% | +49,637+36.9% | Added |
| OP Asset Management Ltd | 184,589 | $17.3M | 0.18% | −37,304−16.8% | Reduced |
| Toroso Investments, LLC | 184,734 | $17.4M | 0.05% | +20,751+12.7% | Added |
| Pinnacle Financial Partners, Inc. | 185,403 | $17.4M | 0.13% | +19,799+12.0% | Added |
| Cutler Investment Counsel LLC | 186,331 | $17.5M | 1.80% | −1,695−0.9% | Reduced |
| Ethic Inc. | 186,662 | $17.5M | 0.27% | −1,295−0.7% | Reduced |
| Mutual of America Capital Management LLC | 188,357 | $17.7M | 0.20% | −2,105−1.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 189,484 | $17.8M | 1.40% | +3,117+1.7% | Added |
| Oregon Public Employees Retirement Fund | 191,318 | $18.0M | 0.24% | 00.0% | Unchanged |
| Martingale Asset Management L P | 191,542 | $18.0M | 0.45% | −79,639−29.4% | Reduced |
| Virginia Retirement Systems Et Al | 192,100 | $18.1M | 0.13% | −11,500−5.6% | Reduced |
| WCG Wealth Advisors LLC | 192,267 | $18.1M | 0.51% | −1,126−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 192,567 | $18.1M | 0.17% | −24,221−11.2% | Reduced |
| Pensionmark Financial Group, LLC | 193,267 | $18.2M | 0.29% | +8,314+4.5% | Added |
| ProVise Management Group, LLC | 193,398 | $18.2M | 1.31% | +2,541+1.3% | Added |
| First Foundation Advisors | 195,410 | $18.4M | 0.74% | +2,574+1.3% | Added |
| Premier Fund Managers Ltd | 198,240 | $18.4M | 1.31% | −12,465−5.9% | Reduced |
| United Asset Strategies, Inc. | 196,638 | $18.5M | 1.47% | +7,715+4.1% | Added |
| Peapack Gladstone Financial Corp | 197,424 | $18.6M | 0.24% | −1,944−1.0% | Reduced |
| CBOE Vest Financial, LLC | 199,526 | $18.8M | 0.23% | +156,571+364.5% | Added |
| Vinva Investment Management Ltd | 202,315 | $18.8M | 0.23% | −9,018−4.3% | Reduced |
| Sanctuary Advisors, LLC | 200,894 | $18.9M | 0.10% | +17,810+9.7% | Added |
| Hudson Bay Capital Management LP | 201,226 | $18.9M | 0.11% | +314+0.2% | Added |
| Pathstone Holdings, LLC | 203,775 | $19.2M | 0.08% | +2,707+1.3% | Added |
| Private Wealth Partners, LLC | 204,248 | $19.2M | 1.48% | +97,829+91.9% | Added |
| Addenda Capital Inc. | 204,698 | $19.2M | 0.54% | +5,144+2.6% | Added |
| JustInvest LLC | 205,293 | $19.3M | 0.19% | +4,848+2.4% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 205,442 | $19.3M | 0.29% | +52,597+34.4% | Added |
| Empowered Funds, LLC | 205,719 | $19.3M | 0.12% | +205,719 | New |
| Summit Trail Advisors, LLC | 210,328 | $19.8M | 0.28% | +28,810+15.9% | Added |
| M&T Bank Corp | 211,767 | $19.9M | 0.07% | −8,182−3.7% | Reduced |
| Cohen Capital Management, Inc. | 214,366 | $20.1M | 3.13% | −4,622−2.1% | Reduced |
| Live Oak Private Wealth LLC | 214,689 | $20.2M | 2.81% | −1,443−0.7% | Reduced |
| Warther Private Wealth, LLC | 215,203 | $20.2M | 4.74% | +22,676+11.8% | Added |
| Nissay Asset Management Corp | 215,494 | $20.3M | 0.11% | −1,596−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 221,376 | $20.8M | 0.08% | −1,300−0.6% | Reduced |
| Edgar Lomax Co | 223,615 | $21.0M | 1.50% | +24,155+12.1% | Added |
| Ieq Capital, LLC | 225,132 | $21.2M | 0.10% | +1,418+0.6% | Added |
| Callan Family Office, LLC | 225,717 | $21.2M | 0.48% | −1,978−0.9% | Reduced |
| Everett Harris & Co | 226,355 | $21.3M | 0.27% | +14,575+6.9% | Added |
| Caisse de Depot Et Placement du Quebec | 227,203 | $21.4M | 0.03% | −553,460−70.9% | Reduced |
| Gillson Capital LP | 227,600 | $21.4M | 1.75% | +184,500+428.1% | Added |
| Adviser Investments LLC | 227,853 | $21.4M | 0.23% | −179−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 228,577 | $21.5M | 0.11% | +84,539+58.7% | Added |
| Epoch Investment Partners, Inc. | 229,630 | $21.6M | 0.13% | −12,905−5.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 234,673 | $22.1M | 0.18% | +3,176+1.4% | Added |
| Davidson Investment Advisors | 235,934 | $22.2M | 0.96% | −4,896−2.0% | Reduced |
| GW Henssler & Associates Ltd | 236,327 | $22.2M | 1.05% | −4,985−2.1% | Reduced |
| Park National Corp | 237,650 | $22.3M | 0.68% | +195+0.1% | Added |
| Canada Post Corp Registered Pension Plan | 237,664 | $22.3M | 0.89% | −20,488−7.9% | Reduced |
| Barlow Wealth Partners, Inc. | 243,993 | $22.5M | 2.50% | +238,829+4,624.9% | Added |
| NEOS Investment Management LLC | 239,866 | $22.5M | 0.11% | +12,999+5.7% | Added |
| Point72 Asset Management, L.P. | 240,702 | $22.6M | 0.04% | −2,402,088−90.9% | Reduced |
| Dudley & Shanley, Inc. | 240,933 | $22.6M | 3.70% | 00.0% | Unchanged |
| Talbot Financial, LLC | 242,166 | $22.8M | 1.91% | +50,544+26.4% | Added |
| Banco Santander, S.A. | 242,842 | $22.8M | 0.18% | −8,711−3.5% | Reduced |
| Clearstead Advisors, LLC | 246,338 | $23.2M | 0.21% | +4,509+1.9% | Added |
| Rakuten Investment Management, Inc. | 249,096 | $23.2M | 0.05% | +26,777+12.0% | Added |
| Trexquant Investment LP | 247,455 | $23.3M | 0.17% | +201,470+438.1% | Added |
| QRG Capital Management, Inc. | 247,728 | $23.3M | 0.24% | +37,899+18.1% | Added |
| Mairs & Power Inc | 247,732 | $23.3M | 0.24% | −25,625−9.4% | Reduced |
| New York Life Investment Management LLC | 248,325 | $23.3M | 0.20% | +19,320+8.4% | Added |
| Argent Capital Management LLC | 250,749 | $23.6M | 0.74% | +250,749 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 252,183 | $23.7M | 1.97% | +3,195+1.3% | Added |
| Par Capital Management Inc | 253,300 | $23.8M | 0.69% | −658,700−72.2% | Reduced |