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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 5,360 | $503.7K | 0.06% | +2,672+99.4% | Added |
| Parcion Private Wealth LLC | 5,362 | $503.9K | 0.03% | +5+0.1% | Added |
| Fullerton Fund Management Co Ltd. | 5,375 | $505.1K | 0.04% | −4,326−44.6% | Reduced |
| DAGCO, Inc. | 5,375 | $505.1K | 0.11% | −27−0.5% | Reduced |
| Tempus Wealth Planning, LLC | 5,377 | $505.3K | 0.12% | +8+0.1% | Added |
| Cromwell Holdings LLC | 5,381 | $505.7K | 0.28% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 5,415 | $508.9K | 0.52% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,450 | $512.2K | 0.05% | +30+0.6% | Added |
| Addison Advisors LLC | 5,474 | $514.4K | 0.11% | +19+0.3% | Added |
| Diligent Investors, LLC | 5,485 | $515.5K | 0.13% | −250−4.4% | Reduced |
| Arwa LLC | 5,315 | $517.0K | 0.26% | −1,766−24.9% | Reduced |
| Defiance ETFs, LLC | 5,573 | $523.8K | 0.01% | +5,573 | New |
| Burling Wealth Partners, LLC | 5,587 | $525.1K | 0.08% | −1,452−20.6% | Reduced |
| Gibbs Wealth Management | 5,594 | $525.8K | 0.07% | +1,655+42.0% | Added |
| Howard Capital Management Inc. | 5,609 | $527.1K | 0.01% | −5,630−50.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,623 | $528.4K | 0.13% | +717+14.6% | Added |
| Focused Alpha, LLC | 5,626 | $528.7K | 0.16% | +86+1.6% | Added |
| Unify Financial Advisors | 5,636 | $529.7K | 0.55% | +125+2.3% | Added |
| Tributary Capital Management, LLC | 5,650 | $531.0K | 0.05% | −80−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 5,650 | $531.0K | 0.11% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,711 | $531.5K | 0.03% | +13+0.2% | Added |
| Moss Adams Wealth Advisors LLC | 5,664 | $532.3K | 0.04% | +733+14.9% | Added |
| Bingham Private Wealth, LLC | 5,664 | $532.3K | 0.42% | +395+7.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $533.0K | 0.04% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 5,339 | $533.5K | 0.33% | 00.0% | Unchanged |
| Mason & Associates Inc | 5,784 | $538.3K | 0.10% | −70−1.2% | Reduced |
| Intrust Bank NA | 5,770 | $542.3K | 0.04% | −1,087−15.9% | Reduced |
| Soltis Investment Advisors LLC | 5,787 | $543.9K | 0.04% | +615+11.9% | Added |
| Sjbenen Advisory, LLC | 5,800 | $545.1K | 0.46% | +5,800 | New |
| WESPAC Advisors SoCal, LLC | 5,805 | $545.6K | 0.12% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 5,806 | $545.6K | 0.24% | +536+10.2% | Added |
| Monograph Wealth Advisors, LLC | 5,818 | $546.8K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5,833 | $548.0K | 0.17% | +293+5.3% | Added |
| WNY Asset Management, LLC | 5,833 | $548.2K | 0.06% | +5,833 | New |
| Severin Investments, LLC | 5,833 | $548.2K | 0.47% | −256−4.2% | Reduced |
| Cornerstone Wealth Management, LLC | 5,854 | $550.1K | 0.03% | +92+1.6% | Added |
| KMG Fiduciary Partners, LLC | 5,859 | $550.6K | 0.04% | +10.0% | Added |
| Mayflower Financial Advisors, LLC | 5,872 | $551.9K | 0.07% | +149+2.6% | Added |
| Gambit Capital Management, LLC | 5,899 | $554.4K | 0.40% | +13+0.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,904 | $554.8K | 0.16% | +750+14.6% | Added |
| Beta Wealth Group, Inc. | 5,909 | $555.3K | 0.23% | +201+3.5% | Added |
| KLCM Advisors, Inc. | 5,935 | $557.8K | 0.05% | +100+1.7% | Added |
| Greykasell Wealth Strategies, Inc. | 5,945 | $558.7K | 0.23% | +457+8.3% | Added |
| First Long Island Investors, LLC | 5,953 | $559.5K | 0.05% | −450−7.0% | Reduced |
| Level Four Advisory Services, LLC | 5,974 | $561.5K | 0.02% | +1,582+36.0% | Added |
| Sunpointe, LLC | 5,975 | $561.5K | 0.18% | −1,133−15.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 5,986 | $562.6K | 0.10% | +4,685+360.1% | Added |
| Biltmore Family Office, LLC | 6,018 | $565.6K | 0.08% | −342−5.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,023 | $566.0K | 0.06% | +20+0.3% | Added |
| Greenfield Savings Bank | 6,038 | $567.5K | 0.24% | +478+8.6% | Added |
| Mission Wealth Management, LP | 6,042 | $567.8K | 0.01% | +616+11.4% | Added |
| Sand Hill Global Advisors, LLC | 6,045 | $568.1K | 0.02% | +192+3.3% | Added |
| Alpha Family Trust | 6,070 | $570.5K | 0.28% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 6,070 | $570.5K | 0.14% | +2,210+57.3% | Added |
| Jericho Financial, LLP | 6,072 | $570.6K | 0.36% | −686−10.2% | Reduced |
| VestGen Advisors, LLC | 6,330 | $570.8K | 0.02% | +951+17.7% | Added |
| Armstrong Henry H Associates Inc | 6,091 | $572.4K | 0.06% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 6,096 | $572.9K | 0.02% | +520+9.3% | Added |
| Arista Wealth Management, LLC | 6,103 | $573.6K | 0.07% | +6,103 | New |
| WealthPLAN Partners, LLC | 6,115 | $574.7K | 0.11% | +877+16.7% | Added |
| Centurion Wealth Management LLC | 6,122 | $575.3K | 0.13% | −99−1.6% | Reduced |
| First Bank & Trust | 6,124 | $575.5K | 0.09% | −3,650−37.3% | Reduced |
| Hilltop Holdings Inc. | 6,125 | $575.5K | 0.05% | −5,459−47.1% | Reduced |
| Advisortrust Partners, LLC | 6,147 | $577.7K | 0.24% | −191−3.0% | Reduced |
| KRS Capital Management, LLC | 6,155 | $578.4K | 0.35% | +622+11.2% | Added |
| Cambria Investment Management, L.P. | 6,161 | $579.0K | 0.03% | +6,161 | New |
| E Fund Management Co., Ltd. | 6,172 | $580.0K | 0.02% | +6,172 | New |
| Accurate Wealth Management, LLC | 6,121 | $580.3K | 0.07% | +530+9.5% | Added |
| Simplicity Wealth,LLC | 6,196 | $582.3K | 0.03% | +904+17.1% | Added |
| Strategic Financial Services, Inc, | 6,199 | $582.6K | 0.03% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 6,218 | $584.4K | 0.14% | +6,218 | New |
| Sawgrass Asset Management LLC | 6,224 | $584.9K | 0.09% | +6,224 | New |
| Ledyard National Bank | 6,226 | $585.1K | 0.05% | −20.0% | Reduced |
| Quotient Wealth Partners, LLC | 6,240 | $586.4K | 0.02% | +450+7.8% | Added |
| Principle Wealth Partners LLC | 6,266 | $588.9K | 0.03% | 00.0% | Unchanged |
| FMB Wealth Management | 6,269 | $589.2K | 0.24% | −340−5.1% | Reduced |
| Lazari Capital Management, Inc. | 6,272 | $589.5K | 0.21% | −60−0.9% | Reduced |
| RMR Wealth Builders | 6,294 | $591.5K | 0.05% | +187+3.1% | Added |
| Wall Street Access Asset Management, LLC | 6,313 | $591.5K | 0.15% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,297 | $591.8K | 0.20% | +3,150+100.1% | Added |
| Canvas Wealth Advisors, LLC | 6,306 | $592.6K | 0.10% | −2,640−29.5% | Reduced |
| Shum Financial Group, Inc. | 6,308 | $592.9K | 0.42% | +624+11.0% | Added |
| WSFS Capital Management, LLC | 6,321 | $594.0K | 0.03% | −52−0.8% | Reduced |
| Basecamp Wealth Advisors LLC | 6,327 | $594.6K | 0.12% | 00.0% | Unchanged |
| Capula Management Ltd | 6,340 | $595.8K | 0.01% | +6,340 | New |
| J. Team Financial, Inc. | 6,343 | $596.1K | 0.67% | −951−13.0% | Reduced |
| Essex LLC | 6,373 | $598.9K | 0.11% | −947−12.9% | Reduced |
| AlphaCore Capital LLC | 6,388 | $600.4K | 0.01% | −41−0.6% | Reduced |
| Family Legacy, Inc. | 6,412 | $602.6K | 0.18% | +112+1.8% | Added |
| Boston Trust Walden Corp | 6,420 | $603.4K | 0.00% | −2,000−23.8% | Reduced |
| Landmark Wealth Management, LLC | 6,449 | $606.1K | 0.16% | +6,449 | New |
| Leonteq Securities AG | 6,498 | $610.7K | 0.04% | +657+11.2% | Added |
| Navellier & Associates Inc | 6,500 | $610.9K | 0.06% | −100−1.5% | Reduced |
| Weaver Capital Management LLC | 6,535 | $614.2K | 0.13% | −1,238−15.9% | Reduced |
| Bridgewater Advisors Inc. | 6,752 | $615.6K | 0.04% | −163−2.4% | Reduced |
| Carson Advisory Inc. | 6,557 | $616.2K | 0.32% | 00.0% | Unchanged |
| PFG Advisors | 6,563 | $616.8K | 0.03% | −120−1.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 6,568 | $617.4K | 0.54% | −14,360−68.6% | Reduced |
| Michael S. Ryan, Inc. | 6,577 | $618.1K | 0.36% | +197+3.1% | Added |
| PCM Encore, LLC | 6,580 | $618.4K | 0.13% | +281+4.5% | Added |