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 |
|---|---|---|---|---|---|
| Vanguard National Trust Co | 2,376 | $223.3K | 0.01% | +2,376 | New |
| ZWJ Investment Counsel Inc | 2,386 | $224.2K | 0.01% | +55+2.4% | Added |
| VisionPoint Advisory Group, LLC | 2,386 | $224.3K | 0.04% | −11,857−83.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,388 | $224.5K | 0.02% | +952+66.3% | Added |
| Violich Capital Management, Inc. | 2,400 | $225.6K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,405 | $225.9K | 0.00% | −1,357−36.1% | Reduced |
| Coordinated Financial Services, Inc. | 2,415 | $227.0K | 0.13% | −115−4.5% | Reduced |
| Camden National Bank | 2,416 | $227.1K | 0.03% | −11−0.5% | Reduced |
| First Affirmative Financial Network | 2,423 | $227.7K | 0.09% | +2,423 | New |
| waypoint wealth counsel | 2,428 | $228.2K | 0.12% | −436−15.2% | Reduced |
| Rainey & Randall Investment Management Inc. | 2,432 | $228.6K | 0.04% | +5+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 2,433 | $228.7K | 0.00% | −3,861−61.3% | Reduced |
| Silverlake Wealth Management LLC | 2,434 | $228.8K | 0.05% | +246+11.2% | Added |
| NBZ Investment Advisors LLC | 2,445 | $229.8K | 0.10% | +2,445 | New |
| D.B. Root & Company, LLC | 2,447 | $230.0K | 0.05% | +51+2.1% | Added |
| Capital Investment Management, Inc. | 2,463 | $231.5K | 0.08% | −4−0.2% | Reduced |
| Segment Wealth Management, LLC | 2,464 | $231.6K | 0.01% | −491−16.6% | Reduced |
| Pathway Financial Advisors LLC | 2,470 | $231.6K | 0.03% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,471 | $232.2K | 0.02% | +320+14.9% | Added |
| Guyasuta Investment Advisors Inc | 2,472 | $232.3K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,477 | $232.8K | 0.04% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,480 | $233.1K | 0.01% | −6−0.2% | Reduced |
| Manchester Capital Management LLC | 2,481 | $233.2K | 0.03% | +117+4.9% | Added |
| Paradigm Financial Partners, LLC | 2,492 | $234.2K | 0.04% | −55,961−95.7% | Reduced |
| Hennessy Advisors Inc | 2,500 | $234.9K | 0.01% | −1,000−28.6% | Reduced |
| Northside Capital Management, LLC | 2,506 | $235.5K | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,507 | $235.6K | 0.07% | +205+8.9% | Added |
| Investments & Financial Planning, LLC | 2,511 | $236.0K | 0.13% | +11+0.4% | Added |
| Morse Asset Management, Inc | 2,523 | $237.1K | 0.05% | +260+11.5% | Added |
| Papp L Roy & Associates | 2,525 | $237.3K | 0.03% | +3+0.1% | Added |
| Wood Tarver Financial Group, LLC | 2,539 | $238.0K | 0.07% | +3+0.1% | Added |
| Bond & Devick Financial Network, Inc. | 2,533 | $238.1K | 0.07% | −7−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,534 | $238.2K | 0.03% | +251+11.0% | Added |
| Almanack Investment Partners, LLC. | 2,536 | $238.3K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 2,538 | $238.5K | 0.07% | +390+18.2% | Added |
| Main Street Financial Solutions, LLC | 2,549 | $239.5K | 0.02% | −3,490−57.8% | Reduced |
| Valmark Advisers, Inc. | 2,556 | $240.2K | 0.00% | +2,556 | New |
| Garton & Associates Financial Advisors LLC | 2,561 | $240.6K | 0.20% | +3+0.1% | Added |
| Spartan Wealth Advisory Services LLC | 2,563 | $240.9K | 0.02% | +2,563 | New |
| Five Oceans Advisors | 2,565 | $241.1K | 0.09% | −6−0.2% | Reduced |
| Jacobi Capital Management LLC | 2,570 | $241.5K | 0.01% | +2,570 | New |
| Regal Investment Advisors LLC | 2,573 | $241.8K | 0.01% | +2,573 | New |
| ZRC Wealth Management, LLC | 2,573 | $241.8K | 0.09% | +75+3.0% | Added |
| Gsa Capital Partners LLP | 2,571 | $242.0K | 0.02% | −9,101−78.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,582 | $242.7K | 0.02% | −68−2.6% | Reduced |
| Tritonpoint Wealth, LLC | 2,589 | $243.3K | 0.03% | +339+15.1% | Added |
| Creative Financial Designs Inc | 2,590 | $243.4K | 0.01% | +75+3.0% | Added |
| Oasis Advisors, LLC | 2,596 | $243.6K | 0.05% | +2,596 | New |
| Meadow Creek Wealth Advisors LLC | 2,593 | $243.7K | 0.16% | +2,593 | New |
| GW&K Investment Management, LLC | 2,597 | $244.0K | 0.00% | +48+1.9% | Added |
| Olistico Wealth, LLC | 2,598 | $244.1K | 0.12% | +10.0% | Added |
| Flagship Harbor Advisors, LLC | 2,599 | $244.3K | 0.01% | −185−6.6% | Reduced |
| DV Trading LLC | 2,600 | $244.3K | 0.02% | +1,700+188.9% | Added |
| EJMK Ventures LLC | 2,601 | $244.4K | 0.14% | +509+24.3% | Added |
| Mirabella Financial Services LLP | 2,608 | $245.1K | 0.02% | −830−24.1% | Reduced |
| Capital International Sarl | 2,608 | $245.1K | 0.00% | +2,608 | New |
| Strategic Blueprint, LLC | 2,612 | $245.5K | 0.01% | +156+6.4% | Added |
| Investment House LLC | 2,615 | $245.8K | 0.01% | 00.0% | Unchanged |
| TFR Capital, LLC. | 2,622 | $246.4K | 0.08% | +48+1.9% | Added |
| Ewa, LLC | 2,622 | $246.4K | 0.06% | +525+25.0% | Added |
| Catalyst Investment Management LLC | 2,673 | $246.7K | 0.27% | −464−14.8% | Reduced |
| D'Orazio & Associates, Inc. | 2,629 | $247.1K | 0.03% | −215−7.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,631 | $247.2K | 0.05% | +352+15.4% | Added |
| TRUE Private Wealth Advisors | 2,638 | $247.9K | 0.02% | −16−0.6% | Reduced |
| Allied Investment Advisors, LLC | 2,639 | $248.0K | 0.04% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,640 | $248.1K | 0.06% | 00.0% | Unchanged |
| Twin Tree Management, LP | 2,643 | $248.4K | 0.05% | +2,643 | New |
| Foster Group, Inc. | 2,654 | $249.5K | 0.01% | +164+6.6% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,665 | $250.5K | 0.06% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 2,669 | $250.8K | 0.11% | +78+3.0% | Added |
| 49 Wealth Management, LLC | 2,675 | $251.4K | 0.02% | +2,675 | New |
| Cache Advisors, LLC | 2,675 | $251.4K | 0.03% | +2,675 | New |
| Lodestar Private Asset Management LLC | 2,680 | $251.9K | 0.02% | −466−14.8% | Reduced |
| Leigh Baldwin & Co., LLC | 2,680 | $251.9K | 0.16% | +10.0% | Added |
| Grove Bank & Trust | 2,685 | $252.3K | 0.03% | +11+0.4% | Added |
| WestHill Financial Advisors, Inc. | 2,686 | $252.4K | 0.05% | −383−12.5% | Reduced |
| Acorns Advisers, LLC | 2,691 | $253.0K | 0.00% | +511+23.4% | Added |
| Simon Quick Advisors, LLC | 2,717 | $255.3K | 0.01% | −409−13.1% | Reduced |
| Keystone Financial Group | 2,719 | $255.5K | 0.02% | +679+33.3% | Added |
| W.H. Cornerstone Investments Inc. | 2,723 | $255.9K | 0.16% | +9+0.3% | Added |
| Gillespie Robinson & Grimm Inc | 2,725 | $256.1K | 0.02% | +425+18.5% | Added |
| Redhawk Wealth Advisors, Inc. | 2,728 | $256.3K | 0.03% | +199+7.9% | Added |
| Sunflower Bank, N.A. | 2,732 | $256.8K | 0.07% | +2+0.1% | Added |
| Berger Financial Group, Inc | 2,735 | $257.0K | 0.01% | −1,263−31.6% | Reduced |
| BNB Wealth Management, LLC | 2,756 | $259.1K | 0.17% | +7+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 2,764 | $259.8K | 0.02% | −2,932−51.5% | Reduced |
| MJP Associates Inc | 2,774 | $260.7K | 0.03% | −4,455−61.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,781 | $261.4K | 0.05% | −451−14.0% | Reduced |
| Financial Advisory Service, Inc. | 2,797 | $262.8K | 0.02% | +183+7.0% | Added |
| Boyar Asset Management Inc. | 2,805 | $263.6K | 0.15% | −100−3.4% | Reduced |
| Pinnacle Bancorp, Inc. | 2,813 | $264.3K | 0.08% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,864 | $264.3K | 0.00% | +2,864 | New |
| Third View Private Wealth, LLC | 2,820 | $265.0K | 0.04% | +747+36.0% | Added |
| Headlands Technologies LLC | 2,828 | $265.8K | 0.03% | −69,103−96.1% | Reduced |
| Plancorp, LLC | 2,807 | $266.1K | 0.01% | +514+22.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,657 | $266.5K | 0.08% | +6+0.2% | Added |
| Central Valley Advisors, LLC | 2,838 | $266.7K | 0.07% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,855 | $268.3K | 0.03% | −91−3.1% | Reduced |
| Zacks Investment Management | 2,866 | $269.4K | 0.00% | −2,036−41.5% | Reduced |
| Lifeworks Advisors, LLC | 2,868 | $269.5K | 0.03% | −144−4.8% | Reduced |