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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 2,881 | $270.8K | 0.02% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 2,888 | $271.4K | 0.10% | −144−4.7% | Reduced |
| Signature Wealth Management Group | 2,892 | $271.8K | 0.10% | −59−2.0% | Reduced |
| Stockman Wealth Management, Inc. | 2,900 | $272.5K | 0.03% | −35−1.2% | Reduced |
| Wimmer Associates 1, LLC | 2,910 | $273.5K | 0.13% | −14−0.5% | Reduced |
| Second Line Capital, LLC | 2,990 | $274.0K | 0.05% | +2,990 | New |
| Steel Peak Wealth Management LLC | 2,924 | $274.8K | 0.01% | +281+10.6% | Added |
| Tompkins Financial Corp | 2,930 | $275.4K | 0.02% | −155−5.0% | Reduced |
| Bernardo Wealth Planning LLC | 2,939 | $276.2K | 0.05% | +7+0.2% | Added |
| WealthShield Partners, LLC | 2,940 | $276.3K | 0.03% | −7−0.2% | Reduced |
| Cypress Capital Group | 2,945 | $276.8K | 0.03% | +118+4.2% | Added |
| Enterprise Financial Services Corp | 2,967 | $278.8K | 0.14% | +2,967 | New |
| Beaumont Financial Advisors, LLC | 2,970 | $279.1K | 0.02% | +34+1.2% | Added |
| Verdence Capital Advisors LLC | 2,971 | $279.2K | 0.02% | +123+4.3% | Added |
| Keystone Wealth Services, LLC | 2,973 | $279.4K | 0.06% | +8+0.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,977 | $279.8K | 0.18% | −341−10.3% | Reduced |
| Drive Wealth Management, LLC | 2,983 | $280.3K | 0.06% | +526+21.4% | Added |
| Martel Wealth Advisors Inc | 3,000 | $281.9K | 0.05% | 00.0% | Unchanged |
| Sather Financial Group Inc | 3,018 | $283.6K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 3,024 | $284.2K | 0.06% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 3,024 | $284.2K | 0.09% | +596+24.5% | Added |
| Armistice Capital, LLC | 3,025 | $284.3K | 0.01% | +3,025 | New |
| Flywheel Private Wealth LLC | 3,025 | $284.3K | 0.16% | +3,025 | New |
| QTR Family Wealth, LLC | 2,896 | $284.9K | 0.12% | +2,896 | New |
| Manuka Financial, LLC | 3,040 | $285.7K | 0.18% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,050 | $286.6K | 0.02% | +538+21.4% | Added |
| SNS Financial Group, LLC | 3,053 | $286.9K | 0.02% | −70−2.2% | Reduced |
| Physicians Financial Services, Inc. | 3,050 | $287.0K | 0.08% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 3,063 | $287.8K | 0.05% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 3,065 | $288.0K | 0.08% | −11,588−79.1% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 3,074 | $288.9K | 0.04% | +3,074 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,078 | $289.3K | 0.01% | −43−1.4% | Reduced |
| WBI Investments | 3,079 | $289.4K | 0.08% | +78+2.6% | Added |
| Millington Securities, LLC | 3,079 | $289.4K | 0.08% | +3,079 | New |
| St. Nicholas Private Asset Management, Inc | 3,080 | $289.5K | 0.27% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 3,083 | $289.7K | 0.09% | −2,179−41.4% | Reduced |
| Thompson David Blair | 3,084 | $289.8K | 0.17% | −8,785−74.0% | Reduced |
| Tradition Wealth Management, LLC | 3,088 | $290.2K | 0.02% | +60+2.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,089 | $290.3K | 0.03% | +333+12.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,092 | $290.6K | 0.01% | +10+0.3% | Added |
| Benin Management CORP | 3,103 | $291.6K | 0.07% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,104 | $291.7K | 0.03% | +46+1.5% | Added |
| Chilton Capital Management LLC | 3,104 | $291.7K | 0.01% | +66+2.2% | Added |
| Sapient Capital LLC | 3,112 | $292.5K | 0.00% | +3,112 | New |
| Marshall Financial Group LLC | 3,115 | $292.7K | 0.05% | +25+0.8% | Added |
| RWM Asset Management, LLC | 3,115 | $292.8K | 0.03% | +43+1.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,120 | $293.2K | 0.04% | +42+1.4% | Added |
| Stonebridge Financial Group, LLC | 3,129 | $294.1K | 0.25% | −49−1.5% | Reduced |
| Brian Low Financial Group, LLC | 3,137 | $294.8K | 0.20% | +988+46.0% | Added |
| Green Square Capital Advisors LLC | 3,142 | $295.3K | 0.03% | +22+0.7% | Added |
| SeaBridge Investment Advisors LLC | 3,153 | $296.3K | 0.05% | −37−1.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,159 | $296.9K | 0.07% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,166 | $297.5K | 0.06% | 00.0% | Unchanged |
| Holderness Investments Co | 3,166 | $297.5K | 0.06% | +103+3.4% | Added |
| Blodgett Wealth Advisors, LLC | 3,167 | $297.6K | 0.24% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 3,368 | $298.4K | 0.10% | −547−14.0% | Reduced |
| Norway Savings Bank | 3,180 | $298.9K | 0.14% | −60−1.9% | Reduced |
| Essential Partners LLC | 3,180 | $298.9K | 0.10% | −333−9.5% | Reduced |
| CFO4Life Group, LLC | 3,182 | $299.0K | 0.05% | −645−16.9% | Reduced |
| Moran Wealth Management, LLC | 3,189 | $299.7K | 0.01% | +3,189 | New |
| Legacy Private Trust Co. | 3,210 | $301.7K | 0.02% | −15−0.5% | Reduced |
| Alteri Wealth LLC | 3,224 | $303.0K | 0.10% | +1,182+57.9% | Added |
| Axiom Investment Management LLC | 3,228 | $303.4K | 0.23% | +3,228 | New |
| Evergreen Wealth Solutions, LLC | 3,253 | $305.7K | 0.02% | +545+20.1% | Added |
| BOS Asset Management, LLC | 3,257 | $306.1K | 0.08% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 3,271 | $307.4K | 0.01% | +458+16.3% | Added |
| Brio Consultants, LLC | 3,337 | $308.3K | 0.04% | +165+5.2% | Added |
| Integrity Financial Corp | 3,281 | $308.3K | 0.15% | +3,281 | New |
| Farmers National Bank | 3,282 | $308.4K | 0.07% | +3,282 | New |
| Westshore Wealth, LLC | 3,284 | $308.6K | 0.11% | −74−2.2% | Reduced |
| Financial Management Professionals, Inc. | 3,287 | $308.9K | 0.03% | +189+6.1% | Added |
| Wayfinding Financial, LLC | 3,298 | $309.0K | 0.13% | +58+1.8% | Added |
| ARS Wealth Advisors Group, LLC | 3,292 | $309.4K | 0.03% | −50−1.5% | Reduced |
| Canal Capital Management, LLC | 3,297 | $309.9K | 0.04% | −197−5.6% | Reduced |
| McMillan Office, Inc. | 3,300 | $310.1K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 3,302 | $310.4K | 0.04% | +154+4.9% | Added |
| Teza Capital Management LLC | 3,305 | $310.6K | 1.14% | +3,305 | New |
| Quattro Advisors LLC | 3,316 | $311.7K | 0.27% | +1,061+47.1% | Added |
| Lantz Financial LLC | 3,341 | $314.0K | 0.06% | +98+3.0% | Added |
| BKD Wealth Advisors, LLC | 3,342 | $314.1K | 0.01% | +53+1.6% | Added |
| Annex Advisory Services, LLC | 3,349 | $314.8K | 0.01% | +3,349 | New |
| Sigma Investment Counselors Inc | 3,365 | $316.3K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 3,369 | $316.6K | 0.04% | −258−7.1% | Reduced |
| CWS Financial Advisors, LLC | 3,376 | $317.2K | 0.08% | +9+0.3% | Added |
| Fort Point Capital Partners LLC | 3,381 | $317.7K | 0.04% | −300−8.1% | Reduced |
| Itau Unibanco Holding S.A. | 3,384 | $318.0K | 0.01% | −13,180−79.6% | Reduced |
| McAdam, LLC | 3,387 | $318.3K | 0.01% | −8−0.2% | Reduced |
| Sierra Summit Advisors LLC | 3,400 | $319.5K | 0.05% | +400+13.3% | Added |
| Fortune Financial Advisors, LLC | 3,400 | $319.5K | 0.16% | +3,400 | New |
| Noesis Capital Mangement Corp | 3,415 | $320.9K | 0.05% | −168−4.7% | Reduced |
| TrueWealth Advisors, LLC | 3,419 | $321.3K | 0.08% | +112+3.4% | Added |
| BlackDiamond Wealth Management Inc. | 3,422 | $321.6K | 0.16% | −10.0% | Reduced |
| Thrive Wealth Management, LLC | 3,430 | $322.4K | 0.05% | +621+22.1% | Added |
| Voisard Asset Management Group, Inc. | 3,451 | $324.3K | 0.07% | −2,403−41.0% | Reduced |
| Godsey & Gibb Associates | 3,455 | $324.7K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,463 | $325.5K | 0.03% | +349+11.2% | Added |
| Red Door Wealth Management, LLC | 3,473 | $326.4K | 0.03% | +50+1.5% | Added |
| Proactive Wealth Strategies LLC | 3,478 | $326.8K | 0.06% | +3,478 | New |
| Chilton Investment Co LLC | 3,488 | $327.8K | 0.01% | −140−3.9% | Reduced |
| LCM Capital Management Inc | 3,490 | $328.0K | 0.16% | 00.0% | Unchanged |