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 28 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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 68,233 | $6.41M | 0.11% | −512−0.7% | Reduced |
| Arkadios Wealth Advisors | 68,094 | $6.40M | 0.11% | −70−0.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 68,000 | $6.39M | 0.29% | −303−0.4% | Reduced |
| LaFleur & Godfrey LLC | 67,912 | $6.38M | 0.79% | +4,680+7.4% | Added |
| Krilogy Financial LLC | 68,740 | $6.37M | 0.21% | +14,050+25.7% | Added |
| Prentiss Smith & Co Inc | 67,628 | $6.36M | 3.69% | −140.0% | Reduced |
| Sendero Wealth Management, LLC | 67,313 | $6.33M | 0.70% | +1,651+2.5% | Added |
| Pacific Capital Partners Ltd | 67,044 | $6.30M | 6.22% | +36,374+118.6% | Added |
| Investment Research & Advisory Group, Inc. | 66,924 | $6.30M | 2.22% | +822+1.2% | Added |
| Condor Capital Management | 66,752 | $6.27M | 0.52% | +8,337+14.3% | Added |
| Legal Advantage Investments, Inc. | 66,660 | $6.26M | 3.24% | +3,100+4.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 66,101 | $6.21M | 0.02% | +66,101 | New |
| Twin Lakes Capital Management, LLC | 65,706 | $6.18M | 2.81% | −770−1.2% | Reduced |
| GAM Holding AG | 65,412 | $6.15M | 0.54% | −21,798−25.0% | Reduced |
| Scotia Capital Inc. | 64,420 | $6.05M | 0.02% | −4,919−7.1% | Reduced |
| Voleon Capital Management LP | 64,383 | $6.05M | 0.13% | −109,302−62.9% | Reduced |
| HB Wealth Management, LLC | 64,331 | $6.05M | 0.04% | +4,737+7.9% | Added |
| Siemens Fonds Invest GmbH | 64,197 | $6.03M | 0.35% | −2,605−3.9% | Reduced |
| IFP Advisors, Inc | 63,814 | $6.00M | 0.12% | +13,329+26.4% | Added |
| National Philanthropic Trust | 63,788 | $5.99M | 0.06% | −18,601−22.6% | Reduced |
| Walleye Trading LLC | 63,288 | $5.95M | 0.12% | −138−0.2% | Reduced |
| Laird Norton Trust Company, LLC | 63,077 | $5.93M | 0.13% | −5,147−7.5% | Reduced |
| Oliver Luxxe Assets LLC | 62,953 | $5.92M | 0.89% | −208−0.3% | Reduced |
| Spire Wealth Management | 62,718 | $5.89M | 0.20% | −2,384−3.7% | Reduced |
| Saudi Central Bank | 62,309 | $5.86M | 0.12% | +62,309 | New |
| Fishman Jay A Ltd | 62,120 | $5.84M | 0.52% | +62,120 | New |
| Thompson Siegel & Walmsley LLC | 61,978 | $5.83M | 0.10% | −1,750−2.7% | Reduced |
| Ayrshire Capital Management LLC | 61,896 | $5.82M | 3.01% | +61,896 | New |
| FJ Capital Management LLC | 61,883 | $5.82M | 0.65% | +61,883 | New |
| Commerzbank Aktiengesellschaft | 61,071 | $5.74M | 0.12% | +5,979+10.9% | Added |
| Ci Investments Inc. | 60,077 | $5.65M | 0.03% | −470−0.8% | Reduced |
| Lincoln Capital Corp | 60,076 | $5.65M | 2.08% | −268−0.4% | Reduced |
| Pittenger & Anderson Inc | 59,689 | $5.61M | 0.22% | +2,772+4.9% | Added |
| Ibex Wealth Advisors | 59,355 | $5.58M | 0.52% | +6,262+11.8% | Added |
| Stratos Wealth Partners, LTD. | 59,354 | $5.58M | 0.06% | +4,635+8.5% | Added |
| Tokio Marine Asset Management Co Ltd | 59,309 | $5.57M | 0.20% | +1,003+1.7% | Added |
| Bokf, NA | 59,022 | $5.55M | 0.08% | +4,010+7.3% | Added |
| Graham Capital Management, L.P. | 58,635 | $5.51M | 0.19% | +20,380+53.3% | Added |
| William Allan, LLC | 58,300 | $5.48M | 3.24% | +911+1.6% | Added |
| Lincoln Capital LLC | 58,158 | $5.47M | 1.04% | −1,915−3.2% | Reduced |
| AlTi Global, Inc. | 57,933 | $5.44M | 0.12% | −1,166−2.0% | Reduced |
| Perkins Coie Trust Co | 57,713 | $5.42M | 1.04% | −511−0.9% | Reduced |
| Diversified Management Inc | 57,228 | $5.38M | 0.92% | +47,691+500.1% | Added |
| Ravenswood Partners LP | 57,082 | $5.36M | 1.98% | +57,082 | New |
| Plato Investment Management Ltd | 57,039 | $5.36M | 0.36% | 00.0% | Unchanged |
| Harrington Investments, INC | 56,755 | $5.33M | 2.81% | +98+0.2% | Added |
| First American Bank | 56,643 | $5.32M | 0.33% | +2,638+4.9% | Added |
| Conning Inc. | 56,409 | $5.30M | 0.18% | −453−0.8% | Reduced |
| DLK Investment Management, LLC | 56,214 | $5.28M | 2.09% | −878−1.5% | Reduced |
| Algert Global LLC | 56,171 | $5.28M | 0.08% | −8,255−12.8% | Reduced |
| Hamilton Capital Partners Inc. | 56,135 | $5.28M | 0.18% | −5,068−8.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 56,024 | $5.27M | 0.18% | −6,811−10.8% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 55,819 | $5.25M | 2.90% | +2,994+5.7% | Added |
| Nomura Holdings Inc | 55,346 | $5.20M | 0.04% | +30,960+127.0% | Added |
| Evolve Private Wealth, LLC | 53,793 | $5.06M | 0.27% | +1,640+3.1% | Added |
| Somerville Kurt F | 53,514 | $5.03M | 1.33% | −12,041−18.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 53,446 | $5.02M | 0.08% | +76+0.1% | Added |
| NBC Securities, Inc. | 53,324 | $5.01M | 0.38% | +30,357+132.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 53,315 | $5.01M | 0.73% | +13,238+33.0% | Added |
| Keybank National Association | 53,035 | $4.98M | 0.02% | +653+1.2% | Added |
| Sculptor Capital LP | 53,000 | $4.98M | 0.06% | +53,000 | New |
| Bailard, Inc. | 52,897 | $4.97M | 0.11% | −269−0.5% | Reduced |
| Stephens Inc | 52,506 | $4.93M | 0.06% | +29,219+125.5% | Added |
| Voya Financial Advisors, Inc. | 53,369 | $4.93M | 0.49% | −1,314−2.4% | Reduced |
| Intrinsic Value Partners, LLC | 52,370 | $4.92M | 3.79% | −85−0.2% | Reduced |
| CX Institutional | 52,019 | $4.89M | 0.15% | −102,838−66.4% | Reduced |
| Brookstone Capital Management | 51,713 | $4.86M | 0.06% | +2,238+4.5% | Added |
| American Trust Investment Advisors, LLC | 51,488 | $4.84M | 2.67% | +575+1.1% | Added |
| Leelyn Smith, LLC | 51,339 | $4.82M | 0.68% | +3,555+7.4% | Added |
| Colonial Trust Co | 51,298 | $4.82M | 0.66% | +755+1.5% | Added |
| Allworth Financial LP | 51,024 | $4.80M | 0.02% | +283+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 50,747 | $4.77M | 0.11% | +10,977+27.6% | Added |
| RNC Capital Management LLC | 50,610 | $4.76M | 0.21% | −91−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 50,545 | $4.75M | 0.62% | −10,253−16.9% | Reduced |
| Daymark Wealth Partners, LLC | 50,494 | $4.75M | 0.15% | +1,141+2.3% | Added |
| Capital Analysts, LLC | 50,497 | $4.75M | 0.12% | −4,495−8.2% | Reduced |
| Prospera Financial Services Inc | 50,449 | $4.74M | 0.08% | −1,253−2.4% | Reduced |
| Greenleaf Trust | 50,306 | $4.73M | 0.05% | −866−1.7% | Reduced |
| Delaney Dennis R | 50,140 | $4.71M | 1.67% | +23,187+86.0% | Added |
| Independent Advisor Alliance | 50,129 | $4.71M | 0.05% | −4,982−9.0% | Reduced |
| Puzo Michael J | 49,557 | $4.66M | 1.36% | +8,072+19.5% | Added |
| North Dakota State Investment Board | 49,453 | $4.65M | 0.20% | −9,078−15.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 49,381 | $4.64M | 0.13% | +12,787+34.9% | Added |
| Quadrature Capital Ltd | 49,323 | $4.64M | 0.06% | +49,323 | New |
| Empirical Finance, LLC | 49,137 | $4.62M | 0.22% | −30−0.1% | Reduced |
| Hixon Zuercher, LLC | 48,885 | $4.59M | 1.43% | −511−1.0% | Reduced |
| Arq Wealth Advisors, LLC | 48,710 | $4.58M | 0.83% | +42,450+678.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 48,334 | $4.54M | 0.17% | −200−0.4% | Reduced |
| Nicolet Bankshares Inc | 48,613 | $4.53M | 0.17% | +35,955+284.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 48,075 | $4.52M | 0.91% | +9,369+24.2% | Added |
| Resources Investment Advisors, LLC. | 48,042 | $4.52M | 0.04% | +7,101+17.3% | Added |
| Lakehouse Capital Pty Ltd | 32,894 | $4.51M | 3.04% | −78,924−70.6% | Reduced |
| Malaga Cove Capital, LLC | 47,976 | $4.51M | 1.62% | +3,045+6.8% | Added |
| AE Wealth Management LLC | 47,945 | $4.51M | 0.02% | −22,504−31.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 47,856 | $4.50M | 1.05% | −230−0.5% | Reduced |
| Chase Investment Counsel Corp | 47,626 | $4.47M | 1.17% | +47,626 | New |
| Quadrant Private Wealth Management, LLC | 47,558 | $4.47M | 0.69% | +41,468+680.9% | Added |
| Clean Yield Group | 47,271 | $4.44M | 1.25% | +6,822+16.9% | Added |
| First National Advisers, LLC | 47,242 | $4.44M | 0.65% | −3,964−7.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 47,080 | $4.42M | 0.53% | 00.0% | Unchanged |