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 28 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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 3,492 | $328.1K | 0.01% | −280−7.4% | Reduced |
| Delaney Capital Management Ltd. | 3,495 | $328.5K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,497 | $328.7K | 0.05% | +246+7.6% | Added |
| Edgewood Management LLC | 3,500 | $328.9K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $328.9K | 0.18% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 3,502 | $329.1K | 0.12% | +11+0.3% | Added |
| Wellington Shields Capital Management, LLC | 3,503 | $329.3K | 0.05% | +3+0.1% | Added |
| Brave Asset Management Inc | 3,505 | $329.4K | 0.08% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 3,531 | $331.8K | 0.10% | +36+1.0% | Added |
| Armis Advisers, LLC | 3,646 | $332.4K | 0.03% | −429−10.5% | Reduced |
| Sun Financial Inc | 3,728 | $333.5K | 0.17% | −63−1.7% | Reduced |
| Delta Financial Advisors LLC | 3,559 | $334.5K | 0.09% | +250+7.6% | Added |
| RAM Investment Partners, LLC | 3,565 | $335.0K | 0.06% | +401+12.7% | Added |
| Harvest Fund Management Co., Ltd | 3,576 | $336.0K | 0.01% | −8,292−69.9% | Reduced |
| Marion Wealth Management | 3,578 | $336.3K | 0.07% | −96−2.6% | Reduced |
| Founders Capital Management | 3,582 | $336.6K | 0.16% | 00.0% | Unchanged |
| Fire Capital Management LLC | 3,600 | $338.3K | 0.16% | 00.0% | Unchanged |
| Fulcrum Wealth Advisors, LLC | 3,605 | $338.8K | 0.28% | +10+0.3% | Added |
| Private Client Services, LLC | 3,630 | $341.2K | 0.10% | +15+0.4% | Added |
| Quent Capital, LLC | 3,634 | $341.6K | 0.02% | +45+1.3% | Added |
| Sym Financial Corp | 3,648 | $342.8K | 0.03% | +301+9.0% | Added |
| Cohen Klingenstein LLC | 3,660 | $344.0K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,669 | $344.8K | 0.03% | −50−1.3% | Reduced |
| CoreCap Advisors, LLC | 3,670 | $345.0K | 0.01% | −992−21.3% | Reduced |
| Studio Investment Management LLC | 3,675 | $345.4K | 0.06% | −6−0.2% | Reduced |
| Coastwise Capital Group, LLC | 3,676 | $345.4K | 0.19% | −1,091−22.9% | Reduced |
| Cornerstone Advisory, LLC | 3,676 | $345.5K | 0.03% | +419+12.9% | Added |
| TriaGen Wealth Management LLC | 3,677 | $345.6K | 0.09% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,729 | $346.1K | 0.02% | −235−5.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,693 | $347.1K | 0.22% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,703 | $348.0K | 0.01% | −192−4.9% | Reduced |
| New Hampshire Trust | 3,729 | $350.5K | 0.07% | −823−18.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,741 | $351.6K | 0.06% | +1,215+48.1% | Added |
| Range Advisory, LLC | 3,751 | $352.5K | 0.07% | +3,751 | New |
| Forum Financial Management, LP | 3,756 | $353.0K | 0.00% | −17,041−81.9% | Reduced |
| Greenspring Advisors, LLC | 3,758 | $353.2K | 0.02% | +263+7.5% | Added |
| Southern Financial Group, LLC | 3,769 | $354.2K | 0.10% | +305+8.8% | Added |
| MOR Wealth Management, LLC | 3,775 | $354.8K | 0.16% | +997+35.9% | Added |
| Retirement Planning Co of New England, Inc. | 3,776 | $354.9K | 0.14% | +14+0.4% | Added |
| Wilian Securities, LLC | 3,779 | $355.2K | 0.87% | +3,779 | New |
| Gemmer Asset Management LLC | 3,790 | $356.2K | 0.03% | −1,338−26.1% | Reduced |
| 111 Capital | 3,800 | $357.1K | 0.09% | +3,800 | New |
| Prosperity Bancshares Inc | 3,802 | $357.3K | 0.29% | +1,328+53.7% | Added |
| Capital Management Associates, Inc | 3,809 | $358.0K | 0.08% | +202+5.6% | Added |
| Baron Wealth Management LLC | 3,810 | $358.1K | 0.11% | −369−8.8% | Reduced |
| Semus Wealth Partners LLC | 3,819 | $358.9K | 0.20% | −93−2.4% | Reduced |
| Muirfield Wealth Advisors LLC | 3,828 | $359.7K | 0.26% | +388+11.3% | Added |
| Hilltop National Bank | 3,849 | $361.7K | 0.09% | +810+26.7% | Added |
| Wealth Group, Ltd. | 3,852 | $362.0K | 0.34% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 3,860 | $362.8K | 0.19% | +32+0.8% | Added |
| River Wealth Advisors LLC | 3,862 | $363.0K | 0.04% | −492−11.3% | Reduced |
| BSW Wealth Partners | 3,877 | $364.3K | 0.04% | −2,568−39.8% | Reduced |
| First Horizon Corp | 3,881 | $364.7K | 0.02% | −19−0.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 4,078 | $365.0K | 0.23% | −44−1.1% | Reduced |
| Nova R Wealth, Inc. | 3,890 | $365.6K | 0.12% | −12−0.3% | Reduced |
| Guardian Wealth Advisors, LLC | 3,899 | $366.4K | 0.02% | +489+14.3% | Added |
| Howard Bailey Securities, LLC | 3,900 | $366.5K | 0.15% | −176−4.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,904 | $366.9K | 0.02% | +375+10.6% | Added |
| Purus Wealth Management, LLC | 3,918 | $368.2K | 0.12% | +357+10.0% | Added |
| Werba Rubin Papier Wealth Management | 3,919 | $368.3K | 0.05% | +456+13.2% | Added |
| OneAscent Family Office, LLC | 3,919 | $368.3K | 0.26% | +1,156+41.8% | Added |
| Bradley Foster & Sargent Inc | 3,932 | $369.5K | 0.01% | −420−9.7% | Reduced |
| BW Gestao de Investimentos Ltda. | 3,935 | $369.8K | 0.02% | +3,935 | New |
| Horizon Bancorp Inc | 3,938 | $370.0K | 0.18% | +741+23.2% | Added |
| Pathfinder Wealth Consulting, Inc. | 3,940 | $370.3K | 0.24% | +3,940 | New |
| Advisory Alpha, LLC | 3,941 | $370.6K | 0.01% | −891−18.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,946 | $370.8K | 0.05% | +130+3.4% | Added |
| Perennial Investment Advisors, LLC | 3,949 | $371.2K | 0.03% | +235+6.3% | Added |
| Van Strum & Towne Inc. | 3,950 | $371.2K | 0.11% | 00.0% | Unchanged |
| Ariston Services Group | 0 | $372.0K | 0.22% | −3,958−100.0% | Reduced |
| Diversified Enterprises, LLC | 3,958 | $372.0K | 0.02% | +645+19.5% | Added |
| Ambassador Advisors, LLC | 3,964 | $372.6K | 0.06% | +13+0.3% | Added |
| Romano Brothers and Company | 3,965 | $372.6K | 0.04% | −120−2.9% | Reduced |
| Triumph Capital Management | 3,974 | $373.4K | 0.08% | +76+1.9% | Added |
| RDA Financial Network | 3,974 | $373.5K | 0.09% | +298+8.1% | Added |
| Clearwave Capital, LLC | 3,984 | $374.4K | 0.26% | +744+23.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,990 | $375.0K | 0.02% | +3,990 | New |
| Aristotle Atlantic Partners, LLC | 4,000 | $375.9K | 0.02% | +4,000 | New |
| Strategic Investment Advisors | 4,018 | $377.6K | 0.03% | +4,018 | New |
| Dala Group, LLC | 4,019 | $378.9K | 0.32% | −351−8.0% | Reduced |
| Prostatis Group LLC | 4,032 | $378.9K | 0.10% | −15−0.4% | Reduced |
| 55 North Private Wealth, LLC | 4,036 | $379.3K | 0.10% | −53−1.3% | Reduced |
| Two Sigma Securities, LLC | 4,051 | $380.7K | 0.04% | −5,013−55.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,051 | $380.7K | 0.08% | −1,264−23.8% | Reduced |
| Journey Advisory Group, LLC | 4,054 | $381.0K | 0.03% | −1,640−28.8% | Reduced |
| Wrapmanager Inc | 4,078 | $383.3K | 0.13% | +43+1.1% | Added |
| New Republic Capital, LLC | 4,090 | $384.4K | 0.13% | −1,041−20.3% | Reduced |
| Ashton Thomas Securities, LLC | 4,096 | $384.9K | 0.05% | +218+5.6% | Added |
| SCS Capital Management LLC | 4,101 | $385.4K | 0.00% | −451−9.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,110 | $386.3K | 0.08% | −466−10.2% | Reduced |
| Opus Capital Group, LLC | 4,117 | $387.0K | 0.04% | +92+2.3% | Added |
| Peterson Wealth Services | 4,124 | $387.6K | 0.10% | +667+19.3% | Added |
| Investors Asset Management of Georgia Inc | 4,127 | $387.9K | 0.16% | +3+0.1% | Added |
| Opinicus Capital, Inc. | 4,132 | $388.3K | 0.27% | +72+1.8% | Added |
| Telos Capital Management, Inc. | 4,161 | $391.0K | 0.04% | −584−12.3% | Reduced |
| Cornerstone Wealth Group, LLC | 4,262 | $391.9K | 0.03% | +99+2.4% | Added |
| Impact Capital Partners LLC | 4,180 | $392.8K | 0.12% | −414−9.0% | Reduced |
| Chicago Trust Co NA | 4,193 | $394.1K | 0.06% | +577+16.0% | Added |
| Fieldview Capital Management, LLC | 4,199 | $394.6K | 0.12% | +4,199 | New |
| Smithfield Trust Co | 4,186 | $395.0K | 0.02% | +700+20.1% | Added |