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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 118,199 | $11.0M | 0.34% | −18,834−13.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 117,357 | $11.0M | 1.84% | +7,971+7.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 116,301 | $10.9M | 0.19% | −3,234−2.7% | Reduced |
| Burney Co | 116,065 | $10.9M | 0.34% | −64,422−35.7% | Reduced |
| Argent Trust Co | 115,972 | $10.9M | 0.37% | +3,309+2.9% | Added |
| Capital Fund Management S.A. | 115,491 | $10.9M | 0.10% | −429,812−78.8% | Reduced |
| Nicholas Company, Inc. | 114,467 | $10.8M | 0.21% | 00.0% | Unchanged |
| Manchester Global Management (UK) Ltd | 113,000 | $10.6M | 1.42% | +113,000 | New |
| Perigon Wealth Management, LLC | 112,719 | $10.6M | 0.19% | −40,473−26.4% | Reduced |
| Allen Capital Group, LLC | 112,611 | $10.6M | 0.95% | +4,276+3.9% | Added |
| Osmosis Investment Management UK Ltd | 112,363 | $10.6M | 0.28% | +1,417+1.3% | Added |
| First National Trust Co | 110,042 | $10.3M | 0.35% | +16,349+17.4% | Added |
| iA Global Asset Management Inc. | 109,663 | $10.3M | 0.15% | +3,630+3.4% | Added |
| Patten & Patten Inc | 109,488 | $10.3M | 0.62% | +3,052+2.9% | Added |
| Citizens Financial Group Inc | 108,408 | $10.2M | 0.14% | +1,500+1.4% | Added |
| Vestmark Advisory Solutions, Inc. | 108,340 | $10.2M | 0.11% | +5,968+5.8% | Added |
| Sig Brokerage, LP | 107,623 | $10.1M | 2.86% | −6,035−5.3% | Reduced |
| Timber Creek Capital Management LLC | 105,745 | $9.94M | 2.41% | +1,897+1.8% | Added |
| MidFirst Bank | 105,436 | $9.91M | 0.82% | −3,232−3.0% | Reduced |
| Shelton Capital Management | 105,058 | $9.87M | 0.22% | −27,500−20.7% | Reduced |
| Private Advisor Group, LLC | 105,033 | $9.87M | 0.05% | +4,017+4.0% | Added |
| RSM US Wealth Management LLC | 103,986 | $9.77M | 0.12% | −538−0.5% | Reduced |
| Generali Asset Management SPA SGR | 103,937 | $9.77M | 0.20% | −19,021−15.5% | Reduced |
| Illinois Municipal Retirement Fund | 103,657 | $9.74M | 0.12% | +29,260+39.3% | Added |
| Evergreen Capital Management LLC | 103,545 | $9.73M | 0.21% | −9,548−8.4% | Reduced |
| Thompson Investment Management, Inc. | 102,917 | $9.67M | 1.25% | +6,756+7.0% | Added |
| Morningstar Investment Management LLC | 102,422 | $9.63M | 0.60% | +4,144+4.2% | Added |
| GCM Grosvenor Holdings, LLC | 101,819 | $9.57M | 1.06% | −37,526−26.9% | Reduced |
| Norinchukin Bank, The | 100,995 | $9.49M | 0.11% | +125+0.1% | Added |
| Mizuho Securities USA LLC | 100,978 | $9.49M | 0.22% | −20,644−17.0% | Reduced |
| Rathbone Brothers plc | 100,800 | $9.47M | 0.04% | −9,159−8.3% | Reduced |
| AMG National Trust Bank | 100,178 | $9.41M | 0.20% | +4,156+4.3% | Added |
| Skylands Capital, LLC | 99,650 | $9.37M | 1.23% | +52,650+112.0% | Added |
| Cullen Investment Group, Ltd. | 99,484 | $9.35M | 1.23% | +25,005+33.6% | Added |
| Advocate Group LLC | 98,273 | $9.24M | 1.44% | −2,574−2.6% | Reduced |
| Dana Investment Advisors, Inc. | 97,373 | $9.15M | 0.27% | +37,242+61.9% | Added |
| Univest Financial Corp | 97,251 | $9.14M | 0.51% | −19,499−16.7% | Reduced |
| Geneos Wealth Management Inc. | 96,468 | $9.07M | 0.21% | −4,884−4.8% | Reduced |
| Aptus Capital Advisors, LLC | 96,426 | $9.06M | 0.08% | +80,239+495.7% | Added |
| Caisse des Depots Et Consignations | 96,292 | $9.05M | 0.15% | +1,172+1.2% | Added |
| Hartford Investment Management Co | 95,555 | $8.98M | 0.28% | −1,140−1.2% | Reduced |
| Lafayette Investments, Inc. | 94,860 | $8.91M | 1.81% | −824−0.9% | Reduced |
| Great Lakes Advisors, LLC | 94,698 | $8.90M | 0.07% | +1,461+1.6% | Added |
| KCM Investment Advisors LLC | 93,343 | $8.77M | 0.29% | +350.0% | Added |
| Baldwin Brothers Inc | 92,960 | $8.74M | 0.63% | −2,169−2.3% | Reduced |
| Aviance Capital Partners, LLC | 91,711 | $8.62M | 1.01% | −1,310−1.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 91,275 | $8.58M | 3.09% | +10,930+13.6% | Added |
| VectorGlobal IAG, Inc. | 90,990 | $8.55M | 2.22% | +90,990 | New |
| IMC-Chicago, LLC | 90,663 | $8.52M | 0.13% | −47,467−34.4% | Reduced |
| Allianz SE | 90,478 | $8.50M | 0.09% | 00.0% | Unchanged |
| Colonial Trust Advisors | 89,954 | $8.45M | 0.66% | +142+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 89,498 | $8.41M | 0.47% | +47,281+112.0% | Added |
| Mezzasalma Advisors, LLC | 88,567 | $8.32M | 2.13% | +2,619+3.0% | Added |
| Commerce Bank | 87,517 | $8.22M | 0.04% | +15,226+21.1% | Added |
| Cinctive Capital Management LP | 87,113 | $8.19M | 0.54% | +47,767+121.4% | Added |
| American Assets Investment Management, LLC | 86,674 | $8.15M | 0.55% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 85,184 | $8.01M | 2.19% | −6,613−7.2% | Reduced |
| Louisiana State Employees Retirement System | 85,100 | $8.00M | 0.14% | −200−0.2% | Reduced |
| Resolute Capital Asset Partners LLC | 85,000 | $7.99M | 4.20% | +30,000+54.5% | Added |
| Maryland State Retirement & Pension System | 84,327 | $7.93M | 0.16% | −785−0.9% | Reduced |
| GHP Investment Advisors, Inc. | 83,968 | $7.89M | 0.32% | +10,278+13.9% | Added |
| Oppenheimer & Co Inc | 83,674 | $7.86M | 0.10% | −1,957−2.3% | Reduced |
| Pacer Advisors, Inc. | 83,634 | $7.86M | 0.02% | −47,390−36.2% | Reduced |
| Fagan Associates, Inc. | 83,546 | $7.85M | 1.09% | +1,755+2.1% | Added |
| Radnor Capital Management, LLC | 83,010 | $7.80M | 1.15% | −400.0% | Reduced |
| Capital Investment Counsel, Inc | 82,954 | $7.80M | 0.96% | −3,310−3.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 82,775 | $7.78M | 0.08% | −8,424−9.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 82,744 | $7.78M | 0.39% | −4,576−5.2% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 82,419 | $7.75M | 1.49% | −1,764−2.1% | Reduced |
| We Are One Seven, LLC | 81,840 | $7.69M | 0.15% | −1,514−1.8% | Reduced |
| NewEdge Wealth, LLC | 81,450 | $7.65M | 0.09% | −22,039−21.3% | Reduced |
| CAPROCK Group, Inc. | 80,287 | $7.55M | 0.18% | +4,642+6.1% | Added |
| Pring Turner Capital Group Inc | 74,825 | $7.48M | 4.50% | 00.0% | Unchanged |
| BNP Paribas | 79,488 | $7.47M | 0.24% | −42,901−35.1% | Reduced |
| New Mexico Educational Retirement Board | 78,687 | $7.39M | 0.23% | 00.0% | Unchanged |
| Formuepleje A/S | 78,420 | $7.37M | 0.67% | +78,420 | New |
| Southeast Asset Advisors Inc. | 77,338 | $7.27M | 0.80% | +28,344+57.9% | Added |
| Marco Investment Management LLC | 76,689 | $7.21M | 0.54% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 75,541 | $7.10M | 0.52% | +5,243+7.5% | Added |
| Equitable Holdings, Inc. | 71,640 | $7.07M | 0.05% | +6,657+10.2% | Added |
| Gilman Hill Asset Management, LLC | 74,348 | $6.99M | 1.05% | −1,495−2.0% | Reduced |
| Merit Financial Group, LLC | 73,284 | $6.89M | 0.05% | +4,172+6.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 73,134 | $6.87M | 0.20% | −3,225−4.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 72,734 | $6.84M | 0.67% | +1,746+2.5% | Added |
| Kavar Capital Partners Group, LLC | 72,438 | $6.81M | 0.85% | +1,189+1.7% | Added |
| Boston Common Asset Management, LLC | 72,293 | $6.79M | 0.44% | −761−1.0% | Reduced |
| Metis Global Partners, LLC | 71,786 | $6.75M | 0.17% | −8,204−10.3% | Reduced |
| Wright Investors Service Inc | 71,784 | $6.75M | 2.12% | +10,709+17.5% | Added |
| Salvus Wealth Management, LLC | 71,681 | $6.74M | 3.92% | −1,360−1.9% | Reduced |
| Farther Finance Advisors, LLC | 72,937 | $6.74M | 0.06% | +9,553+15.1% | Added |
| Cloverfields Capital Group, LP | 71,095 | $6.68M | 2.16% | −3,300−4.4% | Reduced |
| Birch Capital Management, LLC | 70,633 | $6.64M | 3.48% | +892+1.3% | Added |
| Central Pacific Bank - Trust Division | 70,187 | $6.60M | 0.84% | −366−0.5% | Reduced |
| Advisory Resource Group | 69,997 | $6.58M | 1.13% | +69,997 | New |
| Citizens Business Bank | 69,920 | $6.57M | 1.08% | −1,171−1.6% | Reduced |
| Americana Partners, LLC | 69,569 | $6.54M | 0.17% | −45,537−39.6% | Reduced |
| Mark Asset Management LP | 69,446 | $6.53M | 0.87% | −6,349−8.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 69,055 | $6.49M | 0.13% | −69,569−50.2% | Reduced |
| SIH Partners, LLLP | 68,857 | $6.47M | 0.20% | +68,857 | New |
| MUFG Securities EMEA plc | 68,476 | $6.44M | 0.10% | 00.0% | Unchanged |