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 |
|---|---|---|---|---|---|
| Wilkerson Advisory Group LLC | 1,349 | $126.8K | 0.04% | +106+8.5% | Added |
| ZEGA Investments, LLC | 1,361 | $127.9K | 0.02% | +1,361 | New |
| Virtus ETF Advisers LLC | 1,375 | $129.2K | 0.06% | −330−19.4% | Reduced |
| Wellington Grp LLC | 1,421 | $133.5K | 0.04% | +1,218+600.0% | Added |
| YANKCOM Partnership | 1,463 | $137.5K | 0.06% | −122−7.7% | Reduced |
| MV Capital Management, Inc. | 1,503 | $141.3K | 0.01% | +3+0.2% | Added |
| Barrett & Company, Inc. | 1,514 | $142.3K | 0.05% | 00.0% | Unchanged |
| City State Bank | 1,515 | $142.4K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 1,524 | $143.2K | 0.18% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,535 | $144.3K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,542 | $144.9K | 0.12% | −194−11.2% | Reduced |
| Eastern Bank | 1,544 | $145.1K | 0.00% | −3,918−71.7% | Reduced |
| MTM Investment Management, LLC | 1,545 | $145.2K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,551 | $145.8K | 0.01% | +784+102.2% | Added |
| Ares Financial Consulting, LLC | 1,605 | $148.2K | 0.12% | +413+34.6% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,580 | $148.5K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,624 | $152.6K | 0.09% | −673−29.3% | Reduced |
| Rexford Capital Inc | 1,651 | $155.2K | 0.11% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,655 | $155.5K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,662 | $156.2K | 0.07% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,704 | $160.1K | 0.09% | −597−25.9% | Reduced |
| Bell Investment Advisors, Inc | 1,714 | $161.1K | 0.03% | −153−8.2% | Reduced |
| Eurizon SLJ Capital Ltd | 1,726 | $162.2K | 0.08% | +1,726 | New |
| Hartford Financial Management Inc. | 1,742 | $163.7K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,786 | $167.8K | 0.11% | −205−10.3% | Reduced |
| Sound Income Strategies, LLC | 1,855 | $171.3K | 0.01% | +755+68.6% | Added |
| Wall Street Financial Group, Inc. | 1,902 | $178.8K | 0.11% | +1,902 | New |
| Ulland Investment Advisors, LLC | 1,936 | $182.0K | 0.16% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,985 | $186.6K | 0.46% | −1,084−35.3% | Reduced |
| Tower View Investment Management & Research LLC | 2,000 | $188.0K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,030 | $190.8K | 0.06% | −170−7.7% | Reduced |
| Principia Wealth Advisory, LLC | 2,090 | $196.4K | 0.11% | +85+4.2% | Added |
| Truvestments Capital LLC | 2,122 | $199.4K | 0.04% | +576+37.3% | Added |
| Cito Capital Group, LLC | 2,125 | $200.0K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,135 | $200.6K | 0.04% | 00.0% | Unchanged |
| Morton Community Bank | 2,150 | $202.1K | 0.04% | 00.0% | Unchanged |
| Firestone Capital Management | 2,157 | $202.7K | 0.04% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 2,170 | $203.0K | 0.10% | −18−0.8% | Reduced |
| Heritage Investment Group, Inc. | 2,163 | $203.3K | 0.03% | +2+0.1% | Added |
| Hendershot Investments Inc. | 2,165 | $203.5K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,167 | $203.7K | 0.10% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,171 | $204.0K | 0.15% | +2,171 | New |
| Corundum Group, Inc. | 2,175 | $204.4K | 0.07% | −315−12.7% | Reduced |
| Revolve Wealth Partners, LLC | 2,179 | $204.8K | 0.03% | +170+8.5% | Added |
| Gilpin Wealth Management, LLC | 2,180 | $204.9K | 0.16% | +83+4.0% | Added |
| Grey Fox Wealth Advisors, LLC | 2,197 | $206.4K | 0.04% | +8+0.4% | Added |
| Blue Edge Capital, LLC | 2,198 | $206.6K | 0.03% | +2,198 | New |
| Granite Harbor Advisors, Inc. | 2,199 | $206.7K | 0.09% | +66+3.1% | Added |
| Aspire Capital Advisors LLC | 2,200 | $206.7K | 0.05% | −32−1.4% | Reduced |
| Meyer Handelman Co | 2,200 | $206.8K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,203 | $207.1K | 0.07% | +3+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 2,203 | $207.1K | 0.06% | −20−0.9% | Reduced |
| TSG Advice Partners, LLC | 2,204 | $207.1K | 0.03% | +162+7.9% | Added |
| State of Wyoming | 2,205 | $207.2K | 0.02% | +2,205 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,210 | $207.7K | 0.01% | −13−0.6% | Reduced |
| SBI Securities Co., Ltd. | 2,214 | $208.1K | 0.01% | +65+3.0% | Added |
| WorthPointe, LLC | 2,215 | $208.2K | 0.06% | −2−0.1% | Reduced |
| Verition Fund Management LLC | 2,216 | $208.3K | 0.00% | −106,001−98.0% | Reduced |
| New Wave Wealth Advisors LLC | 2,219 | $208.5K | 0.07% | −364−14.1% | Reduced |
| Keudell/Morrison Wealth Management | 2,221 | $208.7K | 0.04% | −87−3.8% | Reduced |
| Teamwork Financial Advisors, LLC | 2,223 | $208.9K | 0.02% | −181−7.5% | Reduced |
| Mayfair Advisory Group, LLC | 2,225 | $209.1K | 0.07% | −5−0.2% | Reduced |
| Tumwater Wealth Management, LLC | 2,228 | $209.4K | 0.08% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,229 | $209.5K | 0.04% | +2,229 | New |
| BankPlus Trust Department | 2,234 | $210.0K | 0.06% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 2,234 | $210.0K | 0.14% | +130+6.2% | Added |
| TrustBank | 2,238 | $210.3K | 0.08% | −122−5.2% | Reduced |
| Farmers Trust Co | 2,248 | $211.3K | 0.03% | +138+6.5% | Added |
| Fell Capital Management | 2,250 | $211.5K | 0.20% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 2,252 | $211.6K | 0.04% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,273 | $213.6K | 0.00% | −58−2.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 2,274 | $213.7K | 0.06% | +50+2.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,274 | $213.7K | 0.09% | −389−14.6% | Reduced |
| Elyxium Wealth, LLC | 2,293 | $215.5K | 0.07% | −610−21.0% | Reduced |
| Westco Advisory Services Inc | 2,296 | $215.8K | 0.14% | −114−4.7% | Reduced |
| Fiducient Advisors LLC | 2,296 | $215.8K | 0.03% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 2,297 | $215.9K | 0.03% | −104−4.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,298 | $215.9K | 0.02% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 2,300 | $216.2K | 0.07% | −23−1.0% | Reduced |
| Sivia Capital Partners, LLC | 2,304 | $216.5K | 0.04% | −3,443−59.9% | Reduced |
| J.M. Arbour, LLC | 2,304 | $216.5K | 0.21% | −122−5.0% | Reduced |
| Trust Co of the South | 2,310 | $217.1K | 0.03% | −58−2.4% | Reduced |
| Cardiff Park Advisors, LLC | 2,317 | $217.8K | 0.02% | +3+0.1% | Added |
| Ignite Planners, LLC | 2,319 | $217.9K | 0.03% | +43+1.9% | Added |
| Liberty Wealth Management LLC | 2,320 | $218.0K | 0.03% | +181+8.5% | Added |
| CacheTech Inc. | 2,322 | $218.2K | 0.04% | +2,322 | New |
| Curated Wealth Partners LLC | 2,330 | $219.0K | 0.03% | +2,330 | New |
| Jacobsen Capital Management | 2,336 | $219.5K | 0.07% | −80−3.3% | Reduced |
| Red Reef Advisors LLC | 2,341 | $220.0K | 0.23% | −13−0.6% | Reduced |
| Hamilton Capital, LLC | 2,342 | $220.1K | 0.01% | −451−16.1% | Reduced |
| Stock Yards Bank & Trust Co | 2,343 | $220.2K | 0.01% | +2,343 | New |
| Riverbend Wealth Management, LLC | 2,344 | $220.3K | 0.14% | +144+6.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,346 | $220.5K | 0.10% | +3+0.1% | Added |
| Prospera Capital Management, LLC | 2,350 | $220.9K | 0.11% | +6+0.3% | Added |
| Schrum Private Wealth Management LLC | 2,356 | $221.4K | 0.17% | 00.0% | Unchanged |
| Argentarii, LLC | 2,357 | $221.5K | 0.08% | +2,357 | New |
| Legacy Wealth Advisors, LLC | 2,361 | $221.9K | 0.11% | +254+12.1% | Added |
| Pine Harbor Wealth Management, LLC | 2,364 | $222.2K | 0.07% | −399−14.4% | Reduced |
| Bellwether Advisors, LLC | 2,372 | $222.9K | 0.04% | −124−5.0% | Reduced |
| Abundance Wealth Counselors | 2,373 | $223.0K | 0.03% | +2,373 | New |