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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 14,747 | $1.39M | 0.19% | +637+4.5% | Added |
| Landscape Capital Management, L.L.C. | 14,717 | $1.38M | 0.09% | +14,717 | New |
| Foundations Investment Advisors, LLC | 14,692 | $1.38M | 0.02% | +1,280+9.5% | Added |
| Portfolio Design Labs, LLC | 14,656 | $1.38M | 0.24% | −1,033−6.6% | Reduced |
| Parrish Capital LLC | 14,644 | $1.38M | 1.23% | +752+5.4% | Added |
| Ducere Wealth Management LLC | 14,606 | $1.37M | 0.55% | +8,416+136.0% | Added |
| JNBA Financial Advisors | 14,591 | $1.37M | 0.11% | −85−0.6% | Reduced |
| Trust Co of Toledo NA | 14,531 | $1.37M | 0.13% | +4,064+38.8% | Added |
| Sheets Smith Wealth Management | 14,521 | $1.36M | 0.15% | +108+0.7% | Added |
| Walter & Keenan Financial Consulting Co | 14,498 | $1.36M | 0.38% | −61−0.4% | Reduced |
| Frisch Financial Group, Inc. | 14,467 | $1.36M | 0.28% | −279−1.9% | Reduced |
| Uncommon Cents Investing LLC | 14,400 | $1.35M | 0.31% | 00.0% | Unchanged |
| Profund Advisors LLC | 14,397 | $1.35M | 0.05% | −2,979−17.1% | Reduced |
| Highland Capital Management, LLC | 14,392 | $1.35M | 0.07% | −20−0.1% | Reduced |
| Insight 2811, Inc. | 14,261 | $1.34M | 0.58% | −19−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 14,254 | $1.34M | 0.09% | +1,301+10.0% | Added |
| Fruth Investment Management | 14,245 | $1.34M | 0.33% | −70−0.5% | Reduced |
| Lecap Asset Management Ltd | 14,203 | $1.33M | 0.50% | +8,130+133.9% | Added |
| Triad Wealth Partners, LLC | 14,191 | $1.33M | 0.11% | +964+7.3% | Added |
| Dynamic Technology Lab Private Ltd | 14,175 | $1.33M | 0.22% | −1,145−7.5% | Reduced |
| Garner Asset Management Corp | 14,129 | $1.33M | 0.52% | −175−1.2% | Reduced |
| Everhart Financial Group, Inc. | 14,085 | $1.32M | 0.11% | +1,873+15.3% | Added |
| Fundamentun, LLC | 14,076 | $1.32M | 0.05% | +1,549+12.4% | Added |
| Ronald Blue Trust, Inc. | 14,036 | $1.32M | 0.02% | +1,131+8.8% | Added |
| Atlantic Trust, LLC | 13,929 | $1.31M | 0.21% | −40−0.3% | Reduced |
| Gladstone Institutional Advisory LLC | 13,902 | $1.31M | 0.05% | +2,072+17.5% | Added |
| South Dakota Investment Council | 13,856 | $1.30M | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 13,853 | $1.30M | 0.18% | −1,295−8.5% | Reduced |
| Essex Financial Services, Inc. | 13,847 | $1.30M | 0.07% | +1,014+7.9% | Added |
| Ausdal Financial Partners, Inc. | 13,847 | $1.30M | 0.06% | +145+1.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,816 | $1.30M | 0.05% | +13,816 | New |
| Blue Jean Financial LLC | 13,791 | $1.30M | 1.07% | −375−2.6% | Reduced |
| HCR Wealth Advisors | 13,688 | $1.29M | 0.13% | −74−0.5% | Reduced |
| Avestar Capital, LLC | 13,649 | $1.28M | 0.09% | +665+5.1% | Added |
| Directional Asset Management | 13,559 | $1.27M | 1.16% | −544−3.9% | Reduced |
| Indivisible Partners | 13,554 | $1.27M | 0.11% | −658−4.6% | Reduced |
| Paradigm Asset Management Co LLC | 13,550 | $1.27M | 0.30% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 13,528 | $1.27M | 0.03% | −2,675−16.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,527 | $1.27M | 0.81% | +51+0.4% | Added |
| Catalyst Financial Partners LLC | 13,513 | $1.27M | 0.15% | +125+0.9% | Added |
| Leisure Capital Management | 13,395 | $1.26M | 0.44% | −194−1.4% | Reduced |
| Hardy Reed LLC | 13,392 | $1.26M | 0.09% | +302+2.3% | Added |
| Capital Planning Advisors, LLC | 13,385 | $1.26M | 0.18% | −351−2.6% | Reduced |
| BIP Wealth, LLC | 13,309 | $1.25M | 0.05% | +609+4.8% | Added |
| Sumitomo Life Insurance Co | 13,295 | $1.25M | 0.03% | +290+2.2% | Added |
| Cullen/Frost Bankers, Inc. | 13,285 | $1.25M | 0.01% | +1,183+9.8% | Added |
| Panoramic Investment Advisors, LLC | 13,233 | $1.24M | 0.67% | −100−0.8% | Reduced |
| Sowell Financial Services LLC | 13,153 | $1.24M | 0.05% | −796−5.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 13,133 | $1.23M | 0.15% | −11−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 13,078 | $1.23M | 0.00% | +5,651+76.1% | Added |
| Franklin Street Advisors Inc | 13,010 | $1.22M | 0.08% | −57−0.4% | Reduced |
| PVG Asset Management Corp | 13,439 | $1.22M | 0.72% | +11,087+471.4% | Added |
| Belpointe Asset Management LLC | 12,974 | $1.22M | 0.04% | +3,035+30.5% | Added |
| Hamel Associates, Inc. | 12,944 | $1.22M | 0.35% | +214+1.7% | Added |
| Paragon Private Wealth Management, LLC | 12,929 | $1.22M | 0.38% | −1,914−12.9% | Reduced |
| American Money Management, LLC | 12,894 | $1.21M | 0.19% | −10−0.1% | Reduced |
| Davis R M Inc | 12,845 | $1.21M | 0.02% | −1,862−12.7% | Reduced |
| Granite Investment Partners, LLC | 12,810 | $1.20M | 0.07% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 11,987 | $1.20M | 0.07% | +5,782+93.2% | Added |
| Costello Asset Management, INC | 12,781 | $1.20M | 0.42% | +38+0.3% | Added |
| Bank of Stockton | 12,722 | $1.20M | 0.37% | +394+3.2% | Added |
| Knollwood Investment Advisory, LLC | 12,698 | $1.19M | 0.12% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,546 | $1.18M | 0.03% | +1,052+9.2% | Added |
| Proffitt & Goodson Inc | 12,531 | $1.18M | 0.18% | +77+0.6% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 12,500 | $1.17M | 0.02% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 12,448 | $1.17M | 0.17% | +99+0.8% | Added |
| Tran Capital Management, L.P. | 12,435 | $1.17M | 0.16% | −136,549−91.7% | Reduced |
| VELA Investment Management, LLC | 12,426 | $1.17M | 0.30% | −1,847−12.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 12,380 | $1.16M | 0.23% | +40+0.3% | Added |
| Nautilus Advisors LLC | 12,338 | $1.16M | 0.80% | −28−0.2% | Reduced |
| Cumberland Partners Ltd | 12,332 | $1.16M | 0.09% | +12,332 | New |
| Bridgefront Capital, LLC | 12,268 | $1.15M | 0.29% | +3,854+45.8% | Added |
| Journey Strategic Wealth LLC | 12,234 | $1.15M | 0.03% | +1,798+17.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 12,225 | $1.15M | 0.50% | −15−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,181 | $1.14M | 0.28% | +116+1.0% | Added |
| Pallas Capital Advisors LLC | 12,076 | $1.13M | 0.04% | −1,917−13.7% | Reduced |
| Mystic Asset Management, Inc. | 12,072 | $1.13M | 0.26% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 12,070 | $1.13M | 0.30% | −16,826−58.2% | Reduced |
| CenterBook Partners LP | 12,070 | $1.13M | 0.06% | −5,679−32.0% | Reduced |
| Longfellow Investment Management Co LLC | 12,044 | $1.13M | 0.24% | +12,044 | New |
| Johnson Financial Group, Inc. | 12,025 | $1.13M | 0.04% | +1,080+9.9% | Added |
| Personal Cfo Solutions, LLC | 12,004 | $1.13M | 0.16% | −30.0% | Reduced |
| Xxi Wealth, LLC | 11,983 | $1.13M | 0.64% | −421−3.4% | Reduced |
| Vertrix Wealth Management, LLC | 11,945 | $1.12M | 0.41% | +11,945 | New |
| Syon Capital LLC | 11,908 | $1.12M | 0.06% | −692−5.5% | Reduced |
| Evoke Wealth, LLC | 11,902 | $1.12M | 0.02% | −57−0.5% | Reduced |
| Cullinan Associates Inc | 11,900 | $1.12M | 0.09% | 00.0% | Unchanged |
| Strong Retirement Solutions LLC | 11,900 | $1.12M | 0.78% | +11,900 | New |
| Summit Asset Management, LLC | 11,895 | $1.12M | 0.16% | −7−0.1% | Reduced |
| Peak Planning Group, LLC | 11,881 | $1.12M | 0.31% | −166−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 12,004 | $1.12M | 0.03% | −1,097−8.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 12,284 | $1.11M | 0.24% | +453+3.8% | Added |
| Catalytic Wealth RIA, LLC | 11,835 | $1.11M | 0.05% | −1,043−8.1% | Reduced |
| Lodestone Wealth Management LLC | 11,830 | $1.11M | 0.44% | +39+0.3% | Added |
| Equitable Trust Co | 11,733 | $1.10M | 0.05% | +527+4.7% | Added |
| Private Trust Co NA | 11,733 | $1.10M | 0.10% | +6,154+110.3% | Added |
| Hohimer Wealth Management, LLC | 11,694 | $1.10M | 0.13% | +2,299+24.5% | Added |
| Capital Advantage, Inc. | 11,681 | $1.10M | 0.14% | −40−0.3% | Reduced |
| Angeles Wealth Management, LLC | 11,670 | $1.10M | 0.06% | +1,061+10.0% | Added |
| Premier Path Wealth Partners, LLC | 11,613 | $1.09M | 0.14% | +372+3.3% | Added |