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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 95,796 | $2.49M | 0.19% | −11,356−10.6% | Reduced |
| Coastline Trust Co | 26,498 | $2.49M | 0.25% | −3,532−11.8% | Reduced |
| Roberts Wealth Advisors, LLC | 26,365 | $2.48M | 0.63% | +3,404+14.8% | Added |
| Horizon Investment Services, LLC | 26,099 | $2.45M | 0.85% | +1,022+4.1% | Added |
| Ancora Advisors, LLC | 25,848 | $2.43M | 0.05% | +633+2.5% | Added |
| Westover Capital Advisors, LLC | 25,827 | $2.43M | 0.45% | +4,398+20.5% | Added |
| Machina Capital S.A.S. | 25,790 | $2.42M | 0.48% | −7,831−23.3% | Reduced |
| Columbia Asset Management | 25,712 | $2.42M | 0.46% | +82+0.3% | Added |
| JT Stratford LLC | 25,689 | $2.41M | 0.31% | +6,360+32.9% | Added |
| Dempze Nancy E | 25,643 | $2.41M | 1.32% | +5,382+26.6% | Added |
| Ascent Wealth Partners, LLC | 25,625 | $2.41M | 0.28% | +1,377+5.7% | Added |
| Salem Investment Counselors Inc | 25,431 | $2.39M | 0.07% | −54−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 25,431 | $2.39M | 0.38% | −52−0.2% | Reduced |
| Aspen Investment Management Inc | 25,277 | $2.38M | 0.73% | +556+2.2% | Added |
| Cape Investment Advisory, Inc. | 25,252 | $2.37M | 0.79% | −1,220−4.6% | Reduced |
| 3Chopt Investment Partners, LLC | 25,233 | $2.37M | 0.54% | +1,347+5.6% | Added |
| Umb Bank N A | 25,032 | $2.35M | 0.03% | −615−2.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $2.35M | 1.21% | −4,000−13.8% | Reduced |
| Texas Yale Capital Corp. | 24,824 | $2.33M | 0.07% | −291−1.2% | Reduced |
| Qtron Investments LLC | 24,709 | $2.32M | 0.31% | +110.0% | Added |
| SRS Capital Advisors, Inc. | 24,694 | $2.32M | 0.07% | −8,558−25.7% | Reduced |
| Cannon Capital Management, Inc. | 24,692 | $2.32M | 1.89% | +376+1.5% | Added |
| Greenline Partners, LLC | 24,336 | $2.29M | 0.25% | −730−2.9% | Reduced |
| SageView Advisory Group, LLC | 24,328 | $2.29M | 0.08% | +226+0.9% | Added |
| Valley National Advisers Inc | 24,235 | $2.28M | 0.29% | −397−1.6% | Reduced |
| Pinnacle Associates Ltd | 24,113 | $2.27M | 0.03% | +2,254+10.3% | Added |
| Banque Cantonale Vaudoise | 24,114 | $2.27M | 0.09% | +6,067+33.6% | Added |
| Power Wealth Management LLC | 24,060 | $2.26M | 0.84% | −2,997−11.1% | Reduced |
| JFS Wealth Advisors, LLC | 23,989 | $2.25M | 0.13% | −637−2.6% | Reduced |
| Diversified Trust Co | 23,916 | $2.25M | 0.04% | +12,852+116.2% | Added |
| Aviso Wealth Management | 23,792 | $2.24M | 1.01% | +632+2.7% | Added |
| Aspiriant, LLC | 23,700 | $2.23M | 0.06% | −545−2.2% | Reduced |
| LOM Asset Management Ltd | 23,611 | $2.22M | 0.64% | +840+3.7% | Added |
| Kiker Wealth Management, LLC | 23,283 | $2.19M | 1.04% | +23,283 | New |
| Chesley Taft & Associates LLC | 23,239 | $2.18M | 0.09% | −81−0.3% | Reduced |
| Element Squared LLC | 23,180 | $2.18M | 1.23% | +23,180 | New |
| Smartleaf Asset Management LLC | 23,257 | $2.16M | 0.08% | +2,314+11.0% | Added |
| Investment Advisory Services Inc | 23,001 | $2.16M | 0.69% | −1,829−7.4% | Reduced |
| Tealwood Asset Management Inc | 22,968 | $2.16M | 0.98% | +111+0.5% | Added |
| City Holding Co | 22,948 | $2.16M | 0.27% | +2,377+11.6% | Added |
| Fox Run Management, L.L.C. | 23,123 | $2.15M | 0.38% | +9,996+76.1% | Added |
| Havemeyer Place LP | 22,788 | $2.14M | 0.25% | +10,906+91.8% | Added |
| K.J. Harrison & Partners Inc | 22,743 | $2.14M | 0.35% | −1,200−5.0% | Reduced |
| TritonPoint Partners, LLC | 22,733 | $2.14M | 0.79% | +22,733 | New |
| Diversified Investment Strategies, LLC | 22,635 | $2.13M | 1.36% | −20.0% | Reduced |
| TD Waterhouse Canada Inc. | 23,018 | $2.12M | 0.01% | −25,679−52.7% | Reduced |
| Bridgewater Associates, LP | 22,594 | $2.12M | 0.01% | −307,453−93.2% | Reduced |
| Uhlmann Price Securities, LLC | 22,417 | $2.12M | 0.14% | +9,427+72.6% | Added |
| Wolff Wiese Magana LLC | 22,548 | $2.12M | 1.17% | +62+0.3% | Added |
| Dynamic Advisor Solutions LLC | 22,366 | $2.10M | 0.07% | +321+1.5% | Added |
| Pine Valley Investments Ltd Liability Co | 22,070 | $2.07M | 0.10% | +56+0.3% | Added |
| 1st Source Bank | 22,004 | $2.07M | 0.11% | −858−3.8% | Reduced |
| HBK Sorce Advisory LLC | 23,228 | $2.06M | 0.04% | −2,820−10.8% | Reduced |
| Essex Savings Bank | 21,836 | $2.05M | 0.45% | +155+0.7% | Added |
| Professional Financial Advisors, LLC | 21,791 | $2.05M | 0.42% | +279+1.3% | Added |
| Riverwater Partners LLC | 21,685 | $2.04M | 0.68% | −90.0% | Reduced |
| Keystone Financial Services | 21,677 | $2.04M | 0.60% | +1,515+7.5% | Added |
| Sunbelt Securities, Inc. | 21,505 | $2.02M | 0.13% | +295+1.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 21,462 | $2.02M | 1.92% | +1,247+6.2% | Added |
| Modus Advisors, LLC | 21,415 | $2.01M | 0.55% | −10,940−33.8% | Reduced |
| Citizens & Northern Corp | 21,373 | $2.01M | 0.50% | +102+0.5% | Added |
| Whitener Capital Management, Inc. | 21,269 | $2.00M | 0.46% | +1,346+6.8% | Added |
| Pettee Investors, Inc. | 21,807 | $2.00M | 1.03% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 21,109 | $1.98M | 0.54% | +3,109+17.3% | Added |
| Jefferies Financial Group Inc. | 21,063 | $1.98M | 0.02% | −130,667−86.1% | Reduced |
| Venture Visionary Partners LLC | 20,990 | $1.97M | 0.07% | +1,861+9.7% | Added |
| IKE Capital, LLC | 20,944 | $1.97M | 1.11% | −2,030−8.8% | Reduced |
| Regions Financial Corp | 20,799 | $1.95M | 0.01% | −4,422−17.5% | Reduced |
| RiverPark Advisors, LLC | 20,777 | $1.95M | 0.71% | −2,125−9.3% | Reduced |
| Old National Bancorp | 20,768 | $1.95M | 0.03% | +280+1.4% | Added |
| Cramer Rosenthal McGlynn LLC | 20,577 | $1.93M | 0.14% | −959−4.5% | Reduced |
| SPWM Advisors LLC | 21,394 | $1.93M | 1.67% | −1,211−5.4% | Reduced |
| Atomi Financial Group, Inc. | 20,492 | $1.93M | 0.06% | −159−0.8% | Reduced |
| FWL Investment Management, LLC | 20,456 | $1.92M | 0.42% | −30,576−59.9% | Reduced |
| Pictet & Cie (Europe) SA | 20,355 | $1.91M | 0.04% | +1,148+6.0% | Added |
| Caldwell Trust Co | 20,348 | $1.91M | 0.17% | +270+1.3% | Added |
| Moors & Cabot, Inc. | 20,334 | $1.91M | 0.08% | +113+0.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 20,329 | $1.91M | 0.52% | +60+0.3% | Added |
| Moody National Bank Trust Division | 20,214 | $1.90M | 0.18% | +725+3.7% | Added |
| ING Groep NV | 20,131 | $1.89M | 0.01% | −1,237−5.8% | Reduced |
| Garde Capital, Inc. | 19,934 | $1.87M | 0.11% | +19,934 | New |
| NBT Bank N A | 19,884 | $1.87M | 0.12% | +4,220+26.9% | Added |
| LRT Capital Management, LLC | 19,876 | $1.87M | 1.74% | +19,876 | New |
| Frank, Rimerman Advisors LLC | 19,784 | $1.86M | 0.12% | −5,106−20.5% | Reduced |
| Cookson Peirce & Co Inc | 19,771 | $1.86M | 0.08% | +1,976+11.1% | Added |
| Dynasty Wealth Management, LLC | 19,755 | $1.86M | 0.02% | −308−1.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19,629 | $1.84M | 0.46% | +285+1.5% | Added |
| Csenge Advisory Group | 19,473 | $1.83M | 0.08% | −1,921−9.0% | Reduced |
| Wedmont Private Capital | 18,905 | $1.83M | 0.06% | +835+4.6% | Added |
| Arjuna Capital | 19,353 | $1.82M | 0.46% | +1,191+6.6% | Added |
| Clifford Swan Investment Counsel LLC | 19,182 | $1.80M | 0.06% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 19,092 | $1.79M | 0.56% | +274+1.5% | Added |
| Perfromance Wealth Partners, LLC | 19,029 | $1.79M | 0.05% | +11,240+144.3% | Added |
| Cidel Asset Management Inc | 18,969 | $1.78M | 0.10% | +941+5.2% | Added |
| TLWM | 18,919 | $1.78M | 0.32% | +678+3.7% | Added |
| Buckingham Strategic Partners | 18,836 | $1.77M | 0.02% | +3,332+21.5% | Added |
| Prime Capital Investment Advisors, LLC | 18,813 | $1.77M | 0.02% | −2,599−12.1% | Reduced |
| Zullo Investment Group, Inc. | 18,807 | $1.77M | 0.67% | −521−2.7% | Reduced |
| Westpac Banking Corp | 18,772 | $1.76M | 0.12% | −1,018−5.1% | Reduced |
| Insigneo Advisory Services, LLC | 18,754 | $1.76M | 0.13% | +3,427+22.4% | Added |