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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 4,212 | $395.8K | 0.05% | +249+6.3% | Added |
| denkapparat Operations GmbH | 4,214 | $396.0K | 0.16% | +4,214 | New |
| Peoples Bank | 4,218 | $396.4K | 0.40% | −70−1.6% | Reduced |
| Florida Financial Advisors, LLC | 4,221 | $396.8K | 0.09% | +253+6.4% | Added |
| TRB Wealth Management, LLC | 4,250 | $399.4K | 0.06% | +4,250 | New |
| Eaton Financial Holdings Company, LLC | 4,260 | $400.4K | 0.13% | −480−10.1% | Reduced |
| Broyhill Asset Management | 4,270 | $401.3K | 0.39% | −625−12.8% | Reduced |
| Orrstown Financial Services Inc | 4,273 | $401.6K | 0.07% | +385+9.9% | Added |
| Trillium Asset Management, LLC | 4,292 | $403.0K | 0.01% | −400−8.5% | Reduced |
| Foresight Capital Management Advisors, Inc. | 4,297 | $403.9K | 0.22% | +270+6.7% | Added |
| South State Corp. | 4,318 | $405.8K | 0.02% | −1,620−27.3% | Reduced |
| Catalyst Private Wealth, LLC | 4,323 | $406.3K | 0.22% | +25+0.6% | Added |
| Avantax Planning Partners, Inc. | 4,334 | $407.3K | 0.01% | −516−10.6% | Reduced |
| Fiduciary Family Office, LLC | 4,345 | $408.3K | 0.12% | +607+16.2% | Added |
| Aberdeen Wealth Management LLC | 4,355 | $409.3K | 0.19% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,373 | $411.0K | 0.02% | +56+1.3% | Added |
| Kuhn & Co Investment Counsel | 4,396 | $413.1K | 0.27% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4,417 | $415.1K | 0.09% | −131−2.9% | Reduced |
| Burns Matteson Capital Management, LLC | 4,419 | $415.3K | 0.16% | −5,970−57.5% | Reduced |
| Bull Harbor Capital LLC | 4,437 | $417.0K | 0.11% | +4,437 | New |
| Acropolis Investment Management, LLC | 4,466 | $419.7K | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 4,472 | $420.3K | 0.03% | +84+1.9% | Added |
| Gerald Baker Financial Group LLC | 4,495 | $422.5K | 0.13% | +4,495 | New |
| Lester Murray Antman dba SimplyRich | 4,510 | $423.0K | 0.11% | 00.0% | Unchanged |
| Onefund, LLC | 4,592 | $424.4K | 0.27% | +221+5.1% | Added |
| Everpar Advisors LLC | 4,529 | $425.7K | 0.15% | +804+21.6% | Added |
| Davidson Trust Co | 4,534 | $426.1K | 0.18% | +155+3.5% | Added |
| West Family Investments, Inc. | 4,537 | $426.4K | 0.15% | −3,402−42.9% | Reduced |
| Atwood & Palmer Inc | 4,554 | $428.0K | 0.02% | +2,542+126.3% | Added |
| Orca Investment Management, LLC | 4,569 | $429.4K | 0.37% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 4,573 | $429.8K | 0.19% | +56+1.2% | Added |
| Heritage Wealth Advisors | 4,580 | $430.4K | 0.02% | −33,347−87.9% | Reduced |
| Wellspring Financial Advisors, LLC | 4,604 | $432.7K | 0.03% | +1,240+36.9% | Added |
| Evermay Wealth Management LLC | 4,616 | $433.9K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,621 | $434.3K | 0.01% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,630 | $435.1K | 0.05% | +289+6.7% | Added |
| LRI Investments, LLC | 4,656 | $437.5K | 0.04% | +1,310+39.2% | Added |
| Kiley Juergens Wealth Management, LLC | 4,698 | $441.5K | 0.08% | +4,698 | New |
| Abel Hall, LLC | 4,699 | $441.6K | 0.09% | −1,204−20.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,714 | $443.0K | 0.11% | +378+8.7% | Added |
| Old Mission Investment Co LLC | 4,715 | $443.1K | 0.10% | +40+0.9% | Added |
| Hopwood Financial Services, Inc. | 4,717 | $443.3K | 0.30% | +135+2.9% | Added |
| Westmount Partners, LLC | 4,725 | $444.1K | 0.11% | +73+1.6% | Added |
| Octavia Wealth Advisors, LLC | 4,730 | $444.5K | 0.04% | −8−0.2% | Reduced |
| Waddell & Associates, LLC | 4,748 | $446.2K | 0.03% | −72−1.5% | Reduced |
| Sanders Morris Harris LLC | 4,750 | $446.4K | 0.07% | +4,750 | New |
| Signature Estate & Investment Advisors LLC | 4,774 | $448.6K | 0.01% | +541+12.8% | Added |
| Aviso Financial Inc. | 4,818 | $452.8K | 0.02% | −412−7.9% | Reduced |
| Princeton Capital Management LLC | 4,821 | $453.0K | 0.12% | +135+2.9% | Added |
| SmartHarvest Portfolios, LLC | 4,824 | $453.4K | 0.19% | −1,620−25.1% | Reduced |
| OneAscent Wealth Management LLC | 4,824 | $453.4K | 0.15% | +4,824 | New |
| Haverford Trust Co | 4,825 | $453.5K | 0.00% | +2,480+105.8% | Added |
| Baader Bank INC | 4,932 | $453.8K | 0.04% | −1,143−18.8% | Reduced |
| Lountzis Asset Management, LLC | 4,845 | $455.3K | 0.17% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 4,861 | $456.8K | 0.14% | −165−3.3% | Reduced |
| Root Financial Partners, LLC | 4,869 | $457.5K | 0.02% | +1,377+39.4% | Added |
| Clark Capital Management Group, Inc. | 4,875 | $458.1K | 0.00% | +751+18.2% | Added |
| TIAA Wealth Investment Management LLC | 4,894 | $459.9K | 0.00% | +4,894 | New |
| LexAurum Advisors, LLC | 4,895 | $460.1K | 0.06% | +4,895 | New |
| Ocean Capital Management, LLC | 4,900 | $460.5K | 0.09% | +7+0.1% | Added |
| Spears Abacus Advisors LLC | 4,904 | $460.9K | 0.01% | +234+5.0% | Added |
| Smith Thornton Advisors LLC | 4,911 | $461.5K | 0.23% | +40+0.8% | Added |
| Azimuth Capital Investment Management LLC | 4,949 | $465.1K | 0.02% | +1,800+57.2% | Added |
| Noble Wealth Management PBC | 4,950 | $465.2K | 0.24% | −975−16.5% | Reduced |
| Cambient Family Office, LLC | 4,952 | $465.4K | 0.06% | +1,088+28.2% | Added |
| OneAscent Investment Solutions LLC | 4,961 | $466.2K | 0.47% | +4,961 | New |
| Quantum Financial Advisors, LLC | 4,967 | $466.8K | 0.05% | +32+0.6% | Added |
| Fielder Capital Group LLC | 4,973 | $467.3K | 0.10% | +330+7.1% | Added |
| Clear Creek Financial Management, LLC | 4,975 | $467.6K | 0.04% | +297+6.3% | Added |
| Enzi Wealth | 5,000 | $469.9K | 0.16% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 5,000 | $469.9K | 0.22% | 00.0% | Unchanged |
| Anchyra Partners LLC | 5,000 | $469.9K | 0.14% | +62+1.3% | Added |
| Empire Financial Management Company, LLC | 5,000 | $469.9K | 0.11% | +5,000 | New |
| BBR Partners, LLC | 5,003 | $470.2K | 0.03% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,046 | $474.3K | 0.07% | +558+12.4% | Added |
| Childress Capital Advisors, LLC | 5,073 | $476.8K | 0.09% | −464−8.4% | Reduced |
| Bernard Wealth Management Corp. | 5,084 | $477.8K | 0.20% | +909+21.8% | Added |
| Operose Advisors LLC | 5,085 | $477.9K | 0.11% | +140+2.8% | Added |
| David R. Rahn & Associates Inc. | 5,110 | $480.3K | 0.14% | −428−7.7% | Reduced |
| Colonial River Wealth Management, LLC | 5,117 | $480.9K | 0.17% | −179−3.4% | Reduced |
| Ridgewood Investments LLC | 5,145 | $483.5K | 0.20% | +5,145 | New |
| Oakworth Capital, Inc. | 5,162 | $485.1K | 0.03% | +88+1.7% | Added |
| Income Insurance Ltd | 5,166 | $485.5K | 0.33% | 00.0% | Unchanged |
| Sentinus, LLC | 5,171 | $486.0K | 0.04% | +1,416+37.7% | Added |
| Facet Wealth, Inc. | 5,176 | $486.5K | 0.01% | +1,795+53.1% | Added |
| Fukoku Mutual Life Insurance Co | 5,177 | $486.5K | 0.03% | −3,600−41.0% | Reduced |
| Keel Point, LLC | 5,177 | $486.5K | 0.03% | −1,949−27.4% | Reduced |
| Trace Wealth Advisors, LLC | 5,200 | $488.7K | 0.37% | 00.0% | Unchanged |
| CNB Bank | 5,240 | $492.5K | 0.21% | −142−2.6% | Reduced |
| Pointe Capital Management LLC | 5,264 | $494.7K | 0.24% | −904−14.7% | Reduced |
| Claro Advisors LLC | 5,269 | $495.2K | 0.06% | +2,521+91.7% | Added |
| Procyon Private Wealth Partners, LLC | 5,276 | $495.9K | 0.02% | +2,003+61.2% | Added |
| Palacios Wealth Management, LLC | 5,416 | $496.3K | 0.31% | −869−13.8% | Reduced |
| Sbe LLC Dba Cedar Cove Wealth Partners | 5,291 | $497.2K | 0.26% | −181−3.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,300 | $498.1K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,300 | $498.1K | 0.02% | −1,221−18.7% | Reduced |
| Forefront Wealth Partners, LLC | 5,304 | $498.5K | 0.21% | +5,304 | New |
| Williams Jones Wealth Management, LLC. | 5,315 | $499.5K | 0.01% | +275+5.5% | Added |
| Advisor OS, LLC | 5,337 | $501.6K | 0.04% | −5,730−51.8% | Reduced |
| Alliance Wealth Advisors, LLC | 5,338 | $501.7K | 0.24% | +212+4.1% | Added |