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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Cutler Investment Counsel LLC | 186,331 | $17.5M | 1.80% | −1,695−0.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 185,403 | $17.4M | 0.13% | +19,799+12.0% | Added |
| Toroso Investments, LLC | 184,734 | $17.4M | 0.05% | +20,751+12.7% | Added |
| OP Asset Management Ltd | 184,589 | $17.3M | 0.18% | −37,304−16.8% | Reduced |
| Hemenway Trust Co LLC | 184,295 | $17.3M | 1.39% | +49,637+36.9% | Added |
| Courant Investment Management LLC | 183,499 | $17.2M | 16.84% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 182,743 | $17.2M | 0.04% | +10,372+6.0% | Added |
| AIA Group Ltd | 182,465 | $17.1M | 0.25% | +41,272+29.2% | Added |
| Lathrop Investment Management Corp | 182,420 | $17.1M | 3.21% | +193+0.1% | Added |
| Jump Financial, LLC | 182,378 | $17.1M | 0.25% | −241,624−57.0% | Reduced |
| Davenport & Co LLC | 181,715 | $17.0M | 0.09% | −17,171−8.6% | Reduced |
| Exchange Traded Concepts, LLC | 180,936 | $17.0M | 0.13% | +151,277+510.1% | Added |
| Yousif Capital Management, LLC | 179,885 | $16.9M | 0.20% | −5,931−3.2% | Reduced |
| Mizuho Markets Cayman LP | 179,240 | $16.8M | 0.91% | +179,240 | New |
| TCTC Holdings, LLC | 178,815 | $16.8M | 0.48% | +3,234+1.8% | Added |
| Asset Advisors Investment Management, LLC | 176,394 | $16.6M | 1.58% | +3,225+1.9% | Added |
| Poehling Capital Management, LLC | 176,250 | $16.6M | 3.49% | −131−0.1% | Reduced |
| Venturi Wealth Management, LLC | 174,447 | $16.4M | 0.74% | +89,461+105.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 173,344 | $16.3M | 0.08% | +2,204+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 172,886 | $16.2M | 0.04% | −3,154−1.8% | Reduced |
| HFR Wealth Management, LLC | 170,266 | $16.0M | 3.93% | −3,841−2.2% | Reduced |
| Atria Investments LLC | 169,771 | $16.0M | 0.18% | −7,525−4.2% | Reduced |
| Goodman Financial Corp | 168,066 | $15.8M | 2.71% | −30,085−15.2% | Reduced |
| Blume Capital Management, Inc. | 167,955 | $15.8M | 2.69% | −159−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 167,560 | $15.7M | 0.02% | −255,825−60.4% | Reduced |
| Prudential PLC | 167,247 | $15.7M | 0.12% | +32,076+23.7% | Added |
| ASR Vermogensbeheer N.V. | 167,046 | $15.7M | 0.18% | +2,808+1.7% | Added |
| Atlantic Union Bankshares Corp | 165,619 | $15.6M | 0.30% | +23,144+16.2% | Added |
| State of Alaska, Department of Revenue | 165,603 | $15.6M | 0.17% | −145−0.1% | Reduced |
| Kestra Advisory Services, LLC | 164,777 | $15.5M | 0.06% | −462−0.3% | Reduced |
| Empower Advisory Group, LLC | 163,843 | $15.4M | 0.04% | −27,383−14.3% | Reduced |
| GenTrust, LLC | 163,804 | $15.4M | 0.66% | −1,533−0.9% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 159,847 | $15.0M | 2.72% | +142+0.1% | Added |
| Vivaldi Capital Management, LLC | 159,402 | $15.0M | 2.07% | −12,408−7.2% | Reduced |
| Jacobs & Co | 159,083 | $14.9M | 1.48% | +1,382+0.9% | Added |
| Elgethun Capital Management | 155,576 | $14.6M | 2.42% | −4,728−2.9% | Reduced |
| Advocacy Wealth Management Services, LLC | 152,207 | $14.3M | 0.63% | +445+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 150,785 | $14.2M | 2.04% | +2,681+1.8% | Added |
| Baxter Bros Inc | 150,771 | $14.2M | 1.75% | +12,342+8.9% | Added |
| Kinsale Capital Group, Inc. | 150,470 | $14.1M | 2.27% | +5,960+4.1% | Added |
| Trajan Wealth LLC | 150,463 | $14.1M | 0.60% | +22,359+17.5% | Added |
| Great Lakes Retirement, Inc. | 149,225 | $14.0M | 1.45% | +635+0.4% | Added |
| MAI Capital Management | 148,811 | $14.0M | 0.08% | +7,762+5.5% | Added |
| Winslow Asset Management Inc | 148,074 | $13.9M | 2.70% | −5,310−3.5% | Reduced |
| 1832 Asset Management L.P. | 147,659 | $13.9M | 0.02% | +2,899+2.0% | Added |
| Snowden Capital Advisors LLC | 147,494 | $13.9M | 0.37% | −8,380−5.4% | Reduced |
| 1248 Management, LLC | 146,266 | $13.7M | 6.37% | +52,537+56.1% | Added |
| Think Investments LP | 146,000 | $13.7M | 1.85% | +146,000 | New |
| United Capital Financial Advisers, LLC | 145,710 | $13.7M | 0.08% | +2,510+1.8% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 145,410 | $13.7M | 0.34% | +42,247+41.0% | Added |
| Banque Pictet & Cie SA | 145,251 | $13.7M | 0.16% | +2,520+1.8% | Added |
| Modera Wealth Management, LLC | 144,955 | $13.6M | 0.16% | −1,524−1.0% | Reduced |
| Van Cleef Asset Management,Inc | 144,834 | $13.6M | 1.47% | −179−0.1% | Reduced |
| Financial Avengers, Inc. | 140,399 | $13.2M | 6.02% | −5,955−4.1% | Reduced |
| RMB Capital Management, LLC | 138,775 | $13.0M | 0.23% | +149+0.1% | Added |
| Hancock Whitney Corp | 141,322 | $13.0M | 0.23% | +113,144+401.5% | Added |
| Horizon Investments, LLC | 137,960 | $12.9M | 0.14% | +40,093+41.0% | Added |
| Abn Amro Investment Solutions | 137,274 | $12.9M | 0.17% | +9,882+7.8% | Added |
| Principal Securities, Inc. | 137,142 | $12.9M | 0.19% | +1,303+1.0% | Added |
| Connors Investor Services Inc | 136,726 | $12.8M | 1.19% | −25,200−15.6% | Reduced |
| Cornerstone Capital, Inc. | 136,180 | $12.8M | 1.28% | +1,797+1.3% | Added |
| Susquehanna International Group, LLP | 135,480 | $12.7M | 0.02% | −434,172−76.2% | Reduced |
| Tocqueville Asset Management L.P. | 135,408 | $12.7M | 0.19% | +39,721+41.5% | Added |
| McGuire Investment Group, LLC | 133,609 | $12.6M | 1.42% | +183+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 133,461 | $12.5M | 0.10% | 00.0% | Unchanged |
| Avanza Fonder AB | 133,459 | $12.5M | 0.35% | −1,675−1.2% | Reduced |
| Gabelli Funds LLC | 133,437 | $12.5M | 0.08% | +86,557+184.6% | Added |
| Crestwood Advisors Group LLC | 133,394 | $12.5M | 0.21% | +5,561+4.4% | Added |
| ExodusPoint Capital Management, LP | 132,977 | $12.5M | 0.12% | −159,214−54.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 132,632 | $12.5M | 0.20% | +14,993+12.7% | Added |
| Parthenon LLC | 131,490 | $12.4M | 1.41% | −2,330−1.7% | Reduced |
| Advisors Capital Management, LLC | 131,273 | $12.3M | 0.14% | +2,191+1.7% | Added |
| Jamison Private Wealth Management, Inc. | 131,083 | $12.3M | 1.50% | +1,244+1.0% | Added |
| Allstate Corp | 131,075 | $12.3M | 0.13% | +910+0.7% | Added |
| Brinker Capital Investments, LLC | 130,739 | $12.3M | 0.10% | −25,610−16.4% | Reduced |
| Gulf International Bank (UK) Ltd | 130,654 | $12.3M | 0.27% | +43,758+50.4% | Added |
| Oak Harvest Investment Services | 129,941 | $12.2M | 1.27% | +72,554+126.4% | Added |
| GWM Advisors LLC | 129,834 | $12.2M | 0.04% | +6,455+5.2% | Added |
| Investment Management Corp of Ontario | 129,567 | $12.2M | 0.16% | −21,659−14.3% | Reduced |
| Omers Administration Corp | 129,265 | $12.1M | 0.08% | +20,760+19.1% | Added |
| Ascent Group, LLC | 128,789 | $12.1M | 0.42% | +3,762+3.0% | Added |
| Warren Averett Asset Management, LLC | 127,577 | $12.0M | 0.09% | +37,658+41.9% | Added |
| UniSuper Management Pty Ltd | 127,439 | $12.0M | 0.08% | +1,222+1.0% | Added |
| Oppenheimer Asset Management Inc. | 127,365 | $12.0M | 0.14% | −6,206−4.6% | Reduced |
| Baker Avenue Asset Management, LP | 126,628 | $11.9M | 0.27% | +4,981+4.1% | Added |
| Ironwood Investment Counsel, LLC | 126,598 | $11.9M | 1.71% | −1,120−0.9% | Reduced |
| Hanson & Doremus Investment Management | 126,584 | $11.9M | 1.37% | +6,999+5.9% | Added |
| Silicon Valley Capital Partners | 125,968 | $11.8M | 1.16% | +125,875+135,349.5% | Added |
| Bright Rock Capital Management, LLC | 125,000 | $11.7M | 2.32% | 00.0% | Unchanged |
| Tower Bridge Advisors | 123,790 | $11.6M | 1.12% | +4,505+3.8% | Added |
| Moore Capital Management, LP | 123,360 | $11.6M | 0.42% | −379,200−75.5% | Reduced |
| Motco | 123,302 | $11.6M | 1.07% | +312+0.3% | Added |
| Terry L. Blaker | 123,245 | $11.6M | 0.44% | +3,466+2.9% | Added |
| Clarkston Capital Partners, LLC | 122,357 | $11.5M | 0.88% | −554,200−81.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 123,472 | $11.5M | 0.24% | +5,687+4.8% | Added |
| Westbourne Investment Advisors, Inc. | 121,951 | $11.5M | 3.34% | −72−0.1% | Reduced |
| Glenview Trust Co | 120,550 | $11.3M | 0.18% | −1,821−1.5% | Reduced |
| Westend Capital Management, LLC | 120,330 | $11.3M | 3.39% | +2,661+2.3% | Added |
| M&G Plc | 120,181 | $11.3M | 0.06% | +22,575+23.1% | Added |
| CWM, LLC | 119,975 | $11.3M | 0.03% | −9,774−7.5% | Reduced |