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 |
|---|---|---|---|---|---|
| Accordant Advisory Group Inc | 500 | $47.0K | 0.03% | +500 | New |
| Glass Jacobson Investment Advisors llc | 501 | $47.1K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 503 | $47.3K | 0.01% | +59+13.3% | Added |
| Byrne Asset Management LLC | 504 | $47.4K | 0.03% | −75−13.0% | Reduced |
| Country Trust Bank | 509 | $47.8K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 515 | $48.4K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 515 | $48.4K | 0.01% | +120+30.4% | Added |
| Gen-Wealth Partners Inc | 518 | $48.7K | 0.02% | −83−13.8% | Reduced |
| Hughes Financial Services, LLC | 538 | $50.6K | 0.01% | −5−0.9% | Reduced |
| Duncker Streett & Co Inc | 540 | $50.7K | 0.01% | +487+918.9% | Added |
| Fairscale Capital, LLC | 544 | $51.1K | 0.04% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 550 | $51.7K | 0.06% | +2+0.4% | Added |
| Ankerstar Wealth, LLC | 551 | $51.8K | 0.05% | −205−27.1% | Reduced |
| Clark Wealth Partners | 553 | $52.0K | 0.03% | +1+0.2% | Added |
| Kemnay Advisory Services Inc. | 558 | $52.4K | 0.01% | −107−16.1% | Reduced |
| WPG Advisers, LLC | 562 | $52.8K | 0.04% | −87−13.4% | Reduced |
| Carolina Wealth Advisors, LLC | 565 | $53.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 569 | $53.5K | 0.01% | +93+19.5% | Added |
| Bayban | 577 | $54.2K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 583 | $54.8K | 0.01% | +53+10.0% | Added |
| Activest Wealth Management | 588 | $55.3K | 0.01% | +126+27.3% | Added |
| UMA Financial Services, Inc. | 588 | $55.3K | 0.01% | −17−2.8% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 589 | $55.4K | 0.03% | +589 | New |
| Ballast Advisors LLC | 591 | $55.5K | 0.02% | +591 | New |
| Evergreen Advisors, LLC | 599 | $56.3K | 0.01% | +599 | New |
| Gould Capital, LLC | 600 | $56.4K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 616 | $57.9K | 0.01% | +190+44.6% | Added |
| Tradewinds Capital Management, LLC | 622 | $58.5K | 0.01% | −25−3.9% | Reduced |
| Financial Life Planners | 625 | $58.7K | 0.05% | +625 | New |
| North Star Investment Management Corp. | 626 | $58.8K | 0.00% | +40+6.8% | Added |
| Owl Creek Wealth Partners LLC | 626 | $58.8K | 0.02% | +626 | New |
| Credit Industriel Et Commercial | 630 | $59.2K | 0.01% | +75+13.5% | Added |
| Westfuller Advisors, LLC | 642 | $60.3K | 0.03% | −79−11.0% | Reduced |
| Monetary Management Group Inc | 650 | $61.1K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 666 | $62.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 685 | $64.4K | 0.01% | −20−2.8% | Reduced |
| Kerr Financial Planning Corp | 717 | $65.3K | 0.08% | +52+7.8% | Added |
| Field & Main Bank | 700 | $65.8K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 700 | $65.8K | 0.02% | +154+28.2% | Added |
| Acumen Wealth Advisors, LLC | 703 | $66.1K | 0.02% | +54+8.3% | Added |
| Golden State Wealth Management, LLC | 705 | $66.3K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 720 | $67.0K | 0.05% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 719 | $67.6K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 722 | $67.9K | 0.02% | +111+18.2% | Added |
| Missouri Trust & Investment Co | 735 | $69.1K | 0.02% | 00.0% | Unchanged |
| GGM Financials LLC | 747 | $70.2K | 0.03% | +1+0.1% | Added |
| Disciplina Capital Management LLC | 763 | $71.7K | 0.01% | +2+0.3% | Added |
| Harbor Asset Planning, Inc. | 764 | $71.8K | 0.06% | +2+0.3% | Added |
| J.Safra Asset Management Corp | 766 | $72.0K | 0.00% | −268−25.9% | Reduced |
| Signature Resources Capital Management, LLC | 781 | $73.4K | 0.03% | +59+8.2% | Added |
| Hollencrest Capital Management | 810 | $76.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 824 | $76.1K | 0.01% | +101+14.0% | Added |
| One River Asset Management, LLC | 825 | $77.5K | 0.26% | +817+10,212.5% | Added |
| Roble, Belko & Company, Inc | 850 | $80.0K | 0.01% | −187−18.0% | Reduced |
| CoreFirst Bank & Trust | 862 | $81.0K | 0.04% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 874 | $82.1K | 0.05% | +874 | New |
| Signature Equity Partners, LLC | 901 | $84.6K | 0.05% | −1,340−59.8% | Reduced |
| Community Bank, N.A. | 918 | $86.3K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 920 | $86.4K | 0.03% | +920 | New |
| Align Financial, LLC | 931 | $87.5K | 0.05% | −92,008−99.0% | Reduced |
| First Command Advisory Services, Inc. | 948 | $89.1K | 0.00% | +370+64.0% | Added |
| Catalyst Capital Advisors LLC | 951 | $89.4K | 0.00% | +446+88.3% | Added |
| SHP Wealth Management | 960 | $90.3K | 0.01% | +537+127.0% | Added |
| VSM Wealth Advisory, LLC | 986 | $92.7K | 0.03% | +1+0.1% | Added |
| Davis Capital Management | 1,018 | $95.7K | 0.06% | −130−11.3% | Reduced |
| Center for Financial Planning, Inc. | 1,020 | $95.9K | 0.01% | −20−1.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,035 | $97.3K | 0.03% | −24−2.3% | Reduced |
| Lavaca Capital LLC | 1,039 | $97.7K | 0.02% | +3+0.3% | Added |
| Darwin Advisors, LLC | 1,039 | $97.7K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,056 | $99.1K | 0.02% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 1,058 | $99.4K | 0.02% | −3,037−74.2% | Reduced |
| Capital Advisors, Ltd. LLC | 1,067 | $100.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,094 | $102.8K | 0.06% | −62−5.4% | Reduced |
| Atlas Capital Advisors LLC | 1,117 | $105.0K | 0.01% | +1,117 | New |
| Leo H. Evart, Inc. | 1,123 | $105.6K | 0.09% | +1,123 | New |
| Graney & King, LLC | 1,129 | $106.1K | 0.06% | +201+21.7% | Added |
| Adkins Seale Capital Management LLC | 1,130 | $106.2K | 0.10% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,136 | $106.8K | 0.03% | +1,136 | New |
| EFG International AG | 1,138 | $106.9K | 0.00% | +1,138 | New |
| Entrust Financial LLC | 1,138 | $107.0K | 0.07% | −10−0.9% | Reduced |
| Covestor Ltd | 1,138 | $107.0K | 0.07% | −449−28.3% | Reduced |
| Quarry LP | 1,149 | $108.0K | 0.02% | −3,705−76.3% | Reduced |
| Crewe Advisors LLC | 1,159 | $108.9K | 0.01% | +463+66.5% | Added |
| Fideuram Asset Management (Ireland) dac | 1,017 | $109.0K | 0.01% | −16,796−94.3% | Reduced |
| Pacifica Partners Inc. | 1,166 | $109.6K | 0.04% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,173 | $110.2K | 0.05% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,175 | $110.4K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,178 | $110.7K | 0.01% | −6,665−85.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,202 | $113.0K | 0.04% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,214 | $114.1K | 0.10% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,221 | $114.7K | 0.03% | +1,221 | New |
| IMA Wealth, Inc. | 1,229 | $115.5K | 0.01% | −2−0.2% | Reduced |
| Corsicana & Co. | 1,500 | $117.4K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,264 | $118.8K | 0.00% | +50+4.1% | Added |
| Proathlete Wealth Management LLC | 1,265 | $119.0K | 0.03% | +2+0.2% | Added |
| Indiana Trust & Investment Management CO | 1,267 | $119.1K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,329 | $122.7K | 0.03% | +455+52.1% | Added |
| Vestor Capital, LLC | 1,309 | $123.0K | 0.01% | −13,966−91.4% | Reduced |
| Asset Planning,Inc | 1,347 | $126.6K | 0.09% | +1+0.1% | Added |
| DT Investment Partners, LLC | 1,348 | $126.7K | 0.01% | −197−12.8% | Reduced |