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 |
|---|---|---|---|---|---|
| Change Path, LLC | 18,733 | $1.76M | 0.04% | +8,332+80.1% | Added |
| MBM Wealth Consultants, LLC | 18,729 | $1.76M | 0.40% | +1,078+6.1% | Added |
| JB Capital LLC | 18,583 | $1.75M | 0.07% | −21,584−53.7% | Reduced |
| Hills Bank & Trust Co | 18,560 | $1.74M | 0.08% | −1,596−7.9% | Reduced |
| Sigma Planning Corp | 18,521 | $1.74M | 0.05% | +10,501+130.9% | Added |
| RBF Capital, LLC | 18,500 | $1.74M | 0.09% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 18,473 | $1.74M | 0.03% | +1,209+7.0% | Added |
| Virtus Investment Advisers, Inc. | 18,296 | $1.72M | 0.47% | −2,028−10.0% | Reduced |
| WT Wealth Management | 18,230 | $1.71M | 0.51% | +18,230 | New |
| Lighthouse Investment Partners, LLC | 18,229 | $1.71M | 0.06% | −62,650−77.5% | Reduced |
| Guggenheim Capital LLC | 18,215 | $1.71M | 0.01% | −5,540−23.3% | Reduced |
| Perpetual Ltd | 18,210 | $1.71M | 0.03% | +1,004+5.8% | Added |
| Cooper Financial Group | 18,197 | $1.71M | 0.17% | +1,431+8.5% | Added |
| Lummis Asset Management, LP | 18,232 | $1.69M | 1.01% | −806−4.2% | Reduced |
| Sarasin & Partners LLP | 18,000 | $1.69M | 0.02% | +18,000 | New |
| Boston Private Wealth LLC | 17,972 | $1.69M | 0.11% | −5,604−23.8% | Reduced |
| Bank of Hawaii | 17,953 | $1.69M | 0.09% | −213−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 17,843 | $1.68M | 0.05% | +1,351+8.2% | Added |
| Shepherd Street Advisors LLC | 17,843 | $1.68M | 1.65% | +220+1.2% | Added |
| Whelan Financial | 17,830 | $1.68M | 0.52% | +1,223+7.4% | Added |
| Letko, Brosseau & Associates Inc | 17,771 | $1.67M | 0.03% | −1,975−10.0% | Reduced |
| Groupama Asset Managment | 17,676 | $1.66M | 0.02% | −16,634−48.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,058 | $1.65M | 0.02% | −3,483−16.2% | Reduced |
| Providence Wealth Advisors, LLC | 17,699 | $1.65M | 1.05% | +141+0.8% | Added |
| Howard Financial Services, Ltd. | 17,487 | $1.64M | 0.19% | +53+0.3% | Added |
| Figure 8 Investment Strategies LLC | 17,331 | $1.63M | 1.59% | +6,762+64.0% | Added |
| First Citizens Bank & Trust Co | 17,308 | $1.63M | 0.03% | −647−3.6% | Reduced |
| Daytona Street Capital LLC | 17,190 | $1.63M | 1.31% | +330+2.0% | Added |
| Stratos Wealth Advisors, LLC | 17,288 | $1.62M | 0.10% | +1,046+6.4% | Added |
| Wealth Alliance | 17,283 | $1.62M | 0.16% | −29−0.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 17,266 | $1.62M | 0.26% | +52+0.3% | Added |
| Larson Financial Group LLC | 17,261 | $1.62M | 0.05% | +3,614+26.5% | Added |
| HM Payson & Co | 17,244 | $1.62M | 0.02% | −98−0.6% | Reduced |
| Embree Financial Group | 17,194 | $1.62M | 0.19% | +60+0.4% | Added |
| Sienna Gestion | 17,040 | $1.60M | 0.10% | −133,597−88.7% | Reduced |
| Wedbush Securities Inc | 16,998 | $1.60M | 0.05% | −894−5.0% | Reduced |
| HBW Advisory Services LLC | 16,952 | $1.59M | 0.17% | −1,129−6.2% | Reduced |
| Next Capital Management LLC | 16,923 | $1.59M | 0.48% | +600+3.7% | Added |
| Retirement Planning Group | 16,915 | $1.59M | 0.05% | +520+3.2% | Added |
| RMR Capital Management, LLC | 16,845 | $1.58M | 1.14% | 00.0% | Unchanged |
| Centiva Capital, LP | 16,837 | $1.58M | 0.07% | +634+3.9% | Added |
| Avidian Wealth Solutions, LLC | 16,808 | $1.58M | 0.05% | +10,821+180.7% | Added |
| Benjamin Edwards Inc | 16,785 | $1.58M | 0.02% | +1,995+13.5% | Added |
| Trust Asset Management LLC | 16,781 | $1.58M | 0.11% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 16,693 | $1.57M | 1.05% | +75+0.5% | Added |
| Integrated Investment Consultants, LLC | 16,679 | $1.57M | 0.33% | −3,537−17.5% | Reduced |
| Advyzon Investment Management, LLC | 16,664 | $1.57M | 0.14% | −185−1.1% | Reduced |
| Elmwood Wealth Management, Inc. | 16,663 | $1.57M | 0.43% | +299+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,620 | $1.56M | 0.04% | −1,568−8.6% | Reduced |
| Ballast Rock Private Wealth LLC | 16,600 | $1.56M | 0.86% | 00.0% | Unchanged |
| United Bank | 16,564 | $1.56M | 0.52% | +55+0.3% | Added |
| Perryman Financial Advisory Inc | 16,554 | $1.56M | 0.23% | −197−1.2% | Reduced |
| 44 Wealth Management LLC | 16,548 | $1.56M | 0.54% | +8,732+111.7% | Added |
| XTX Topco Ltd | 16,545 | $1.55M | 0.03% | +13,734+488.6% | Added |
| Evercore Wealth Management, LLC | 16,493 | $1.55M | 0.02% | −153,183−90.3% | Reduced |
| Guardian Asset Advisors, LLC | 16,417 | $1.54M | 0.90% | −2,421−12.9% | Reduced |
| Koshinski Asset Management, Inc. | 16,264 | $1.53M | 0.10% | +3,233+24.8% | Added |
| Central Trust Co | 16,237 | $1.53M | 0.03% | +306+1.9% | Added |
| Ategra Capital Management, LLC | 16,229 | $1.53M | 0.85% | +11,264+226.9% | Added |
| Bridges Investment Management Inc | 16,066 | $1.51M | 0.02% | −4,250−20.9% | Reduced |
| Toth Financial Advisory Corp | 16,027 | $1.51M | 0.17% | +250+1.6% | Added |
| Ally Financial Inc. | 16,000 | $1.50M | 0.19% | +16,000 | New |
| Blalock Williams, LLC | 15,979 | $1.50M | 1.16% | +560+3.6% | Added |
| Cigna Investments Inc | 15,914 | $1.50M | 0.23% | −568−3.4% | Reduced |
| Clear Harbor Asset Management, LLC | 15,876 | $1.49M | 0.10% | +265+1.7% | Added |
| FLC Capital Advisors | 15,821 | $1.49M | 0.27% | +416+2.7% | Added |
| NorthCrest Asset Manangement, LLC | 15,826 | $1.48M | 0.05% | −3,184−16.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,784 | $1.48M | 0.01% | −271,069−94.5% | Reduced |
| Safe Harbor Fiduciary, LLC | 15,747 | $1.48M | 1.41% | +390+2.5% | Added |
| National Asset Management, Inc. | 15,896 | $1.48M | 0.10% | −1,959−11.0% | Reduced |
| Focus Financial Network, Inc. | 15,677 | $1.47M | 0.05% | −1,085−6.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 15,646 | $1.47M | 0.81% | −860−5.2% | Reduced |
| MCF Advisors LLC | 15,606 | $1.47M | 0.06% | +3,286+26.7% | Added |
| J. L. Bainbridge & Co., Inc. | 15,601 | $1.47M | 0.13% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 15,571 | $1.46M | 0.02% | +637+4.3% | Added |
| Chicago Capital, LLC | 15,529 | $1.46M | 0.04% | +25+0.2% | Added |
| Everest Financial Group LLC | 15,490 | $1.46M | 0.24% | −19−0.1% | Reduced |
| Canopy Partners, LLC | 15,460 | $1.45M | 0.50% | −379−2.4% | Reduced |
| Tranquilli Financial Advisor LLC | 15,341 | $1.44M | 0.84% | −275−1.8% | Reduced |
| Neumann Capital Management, LLC | 15,332 | $1.44M | 0.42% | +410+2.7% | Added |
| Ritter Daniher Financial Advisory LLC | 15,298 | $1.44M | 0.24% | −249−1.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,297 | $1.44M | 0.03% | −334,420−95.6% | Reduced |
| Fusion Capital, LLC | 15,278 | $1.44M | 0.39% | −201−1.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 15,250 | $1.43M | 0.04% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 15,235 | $1.43M | 0.95% | −15−0.1% | Reduced |
| Rothschild Investment LLC | 15,221 | $1.43M | 0.07% | +115+0.8% | Added |
| Icon Wealth Advisors, LLC | 15,675 | $1.43M | 0.09% | +9,949+173.8% | Added |
| Richard Bernstein Advisors LLC | 15,195 | $1.43M | 0.04% | +15,195 | New |
| First Commonwealth Financial Corp | 15,184 | $1.43M | 0.23% | −1,422−8.6% | Reduced |
| Sovran Advisors, LLC | 15,543 | $1.42M | 0.11% | +954+6.5% | Added |
| Advisors Asset Management, Inc. | 15,124 | $1.42M | 0.02% | +2,311+18.0% | Added |
| S-Bank Fund Management Ltd | 15,089 | $1.42M | 0.21% | −561−3.6% | Reduced |
| Postrock Partners LLC | 15,078 | $1.42M | 0.66% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15,028 | $1.41M | 0.43% | +2,058+15.9% | Added |
| Winton Group Ltd | 15,008 | $1.41M | 0.05% | −45,004−75.0% | Reduced |
| Ameritas Investment Partners, Inc. | 14,950 | $1.41M | 0.04% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 14,819 | $1.39M | 0.09% | +600+4.2% | Added |
| Montecito Bank & Trust | 14,777 | $1.39M | 0.23% | −1,400−8.7% | Reduced |
| La Banque Postale Asset Management SA | 14,769 | $1.39M | 0.02% | −160,205−91.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 14,767 | $1.39M | 0.39% | −40−0.3% | Reduced |