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 |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 47,048 | $4.42M | 2.21% | −2,214−4.5% | Reduced |
| Strategic Global Advisors, LLC | 46,558 | $4.38M | 0.70% | −910−1.9% | Reduced |
| Rossmore Private Capital | 46,454 | $4.37M | 0.38% | −230−0.5% | Reduced |
| Main Street Research LLC | 46,360 | $4.36M | 0.25% | +14,578+45.9% | Added |
| GAMMA Investing LLC | 46,331 | $4.35M | 0.20% | +8,348+22.0% | Added |
| MUFG Securities Americas Inc. | 46,218 | $4.34M | 0.28% | +1,219+2.7% | Added |
| Community Financial Services Group, LLC | 46,592 | $4.30M | 0.76% | +2,781+6.3% | Added |
| TCW Group Inc | 45,548 | $4.28M | 0.03% | −251−0.5% | Reduced |
| Delta Capital Management LLC | 45,345 | $4.26M | 2.35% | −40−0.1% | Reduced |
| Securian Asset Management, Inc | 45,313 | $4.26M | 0.17% | −106−0.2% | Reduced |
| Victrix Investment Advisors | 45,263 | $4.25M | 1.54% | +1,855+4.3% | Added |
| Maltese Capital Management LLC | 45,200 | $4.25M | 0.84% | −4,800−9.6% | Reduced |
| Park Avenue Securities LLC | 45,080 | $4.24M | 0.03% | −9,442−17.3% | Reduced |
| Alerus Financial NA | 45,018 | $4.23M | 0.21% | −14,125−23.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 44,913 | $4.22M | 0.29% | 00.0% | Unchanged |
| Huntington National Bank | 44,829 | $4.21M | 0.02% | −1,584−3.4% | Reduced |
| Destination Wealth Management | 44,815 | $4.21M | 0.11% | +31,263+230.7% | Added |
| Chatham Capital Group, Inc. | 44,687 | $4.20M | 0.61% | −590−1.3% | Reduced |
| SAM Advisors, LLC | 44,671 | $4.20M | 1.32% | +111+0.2% | Added |
| Gotham Asset Management, LLC | 44,493 | $4.18M | 0.01% | −1,418−3.1% | Reduced |
| LS Investment Advisors, LLC | 44,407 | $4.17M | 0.62% | −3,998−8.3% | Reduced |
| Brighton Jones LLC | 44,317 | $4.16M | 0.09% | +44,317 | New |
| Miracle Mile Advisors, LLC | 44,206 | $4.15M | 0.06% | −1,927−4.2% | Reduced |
| East Coast Asset Management, LLC. | 44,119 | $4.15M | 1.37% | −867−1.9% | Reduced |
| Montag A & Associates Inc | 43,980 | $4.13M | 0.19% | −673−1.5% | Reduced |
| 180 Wealth Advisors, LLC | 43,873 | $4.12M | 0.47% | +310+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 43,015 | $4.04M | 0.22% | −4,088−8.7% | Reduced |
| TD Private Client Wealth LLC | 42,992 | $4.04M | 0.08% | +4,720+12.3% | Added |
| Secure Asset Management, LLC | 42,986 | $4.04M | 0.64% | +3,293+8.3% | Added |
| Parallel Advisors, LLC | 42,786 | $4.02M | 0.07% | +2,304+5.7% | Added |
| Red Spruce Capital, LLC | 42,783 | $4.02M | 1.65% | +412+1.0% | Added |
| Lantern Wealth Advisors, LLC | 42,626 | $4.01M | 2.05% | +294+0.7% | Added |
| Concurrent Investment Advisors, LLC | 42,585 | $4.00M | 0.04% | +9,704+29.5% | Added |
| Eagle Bluffs Wealth Management LLC | 42,547 | $4.00M | 1.56% | +817+2.0% | Added |
| Goelzer Investment Management, Inc. | 42,340 | $3.98M | 0.19% | +424+1.0% | Added |
| Buttonwood Financial Advisors Inc. | 42,106 | $3.96M | 1.32% | −306−0.7% | Reduced |
| Wealthspire Advisors, LLC | 42,097 | $3.96M | 0.03% | −10,239−19.6% | Reduced |
| Apollon Wealth Management, LLC | 42,042 | $3.95M | 0.06% | +792+1.9% | Added |
| Quadrant Capital Group LLC | 41,954 | $3.94M | 0.12% | +548+1.3% | Added |
| Kestra Private Wealth Services, LLC | 41,906 | $3.94M | 0.05% | +32,395+340.6% | Added |
| Kestra Investment Management, LLC | 41,499 | $3.90M | 0.07% | +11,026+36.2% | Added |
| TCG Advisory Services, LLC | 41,499 | $3.90M | 0.10% | −92,000−68.9% | Reduced |
| Conscious Wealth Investments, LLC | 38,840 | $3.89M | 2.17% | −974−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 41,428 | $3.89M | 0.09% | +27,911+206.5% | Added |
| Skopos Labs, Inc. | 41,269 | $3.88M | 0.12% | +18,715+83.0% | Added |
| Walleye Capital LLC | 41,246 | $3.88M | 0.02% | −113,097−73.3% | Reduced |
| Mengis Capital Management, Inc. | 41,107 | $3.86M | 0.66% | −74−0.2% | Reduced |
| Courier Capital LLC | 41,029 | $3.86M | 0.22% | −680−1.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 40,776 | $3.83M | 2.82% | −537−1.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 40,776 | $3.83M | 1.20% | +442+1.1% | Added |
| Bryn Mawr Trust Co | 40,458 | $3.80M | 0.09% | −4,133−9.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 40,309 | $3.79M | 3.75% | −1,311−3.1% | Reduced |
| Fiduciary Group LLC | 40,102 | $3.77M | 0.32% | −574−1.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,038 | $3.76M | 1.20% | +40.0% | Added |
| Means Investment Co., Inc. | 39,937 | $3.75M | 0.33% | −460−1.1% | Reduced |
| Roundview Capital LLC | 39,902 | $3.75M | 0.23% | +8,359+26.5% | Added |
| Greenup Street Wealth Management LLC | 39,739 | $3.73M | 0.53% | −14,976−27.4% | Reduced |
| E. Ohman J:or Asset Management AB | 39,700 | $3.73M | 0.10% | −2,700−6.4% | Reduced |
| GeoWealth Management, LLC | 39,698 | $3.73M | 0.13% | +1,277+3.3% | Added |
| Sepio Capital, LP | 39,560 | $3.72M | 0.20% | +695+1.8% | Added |
| Great Valley Advisor Group, Inc. | 39,484 | $3.71M | 0.07% | +4,657+13.4% | Added |
| Fiduciary Financial Group, LLC | 39,240 | $3.69M | 0.49% | −5,648−12.6% | Reduced |
| LGT Group Foundation | 39,167 | $3.68M | 0.04% | −16,709−29.9% | Reduced |
| Marble Wealth, LLC | 39,152 | $3.68M | 0.64% | −2,248−5.4% | Reduced |
| Vestcor Inc | 39,086 | $3.67M | 0.10% | −1,392−3.4% | Reduced |
| Sculati Wealth Management, LLC | 38,960 | $3.66M | 1.35% | −970−2.4% | Reduced |
| Polar Asset Management Partners Inc. | 38,685 | $3.64M | 0.09% | −104,115−72.9% | Reduced |
| Anchor Investment Management, LLC | 38,632 | $3.63M | 0.30% | +405+1.1% | Added |
| Partners Capital Investment Group, LLP | 38,623 | $3.63M | 0.14% | −4,514−10.5% | Reduced |
| Stableford Capital II LLC | 38,431 | $3.61M | 1.34% | +294+0.8% | Added |
| HF Advisory Group, LLC | 38,372 | $3.61M | 1.23% | +771+2.1% | Added |
| Vontobel Holding Ltd. | 38,322 | $3.60M | 0.01% | −1,552−3.9% | Reduced |
| Kidder Stephen W | 38,310 | $3.60M | 1.06% | +7,435+24.1% | Added |
| Nelson Capital Management, LLC | 37,933 | $3.56M | 0.44% | −436−1.1% | Reduced |
| Stonebridge Capital Advisors LLC | 37,926 | $3.56M | 0.25% | −855−2.2% | Reduced |
| Summit Financial, LLC | 37,879 | $3.56M | 0.05% | −255−0.7% | Reduced |
| Twin Capital Management Inc | 37,788 | $3.55M | 0.46% | −167−0.4% | Reduced |
| Savvy Advisors, Inc. | 37,707 | $3.54M | 0.10% | +4,876+14.9% | Added |
| Fearless Solutions, LLC dba Best Invest | 37,506 | $3.52M | 2.13% | −675−1.8% | Reduced |
| Gs Investments, Inc. | 37,493 | $3.52M | 2.02% | +73+0.2% | Added |
| American Trust | 37,462 | $3.52M | 0.31% | −6,008−13.8% | Reduced |
| Integrated Advisors Network LLC | 37,458 | $3.52M | 0.18% | −37,440−50.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 37,292 | $3.50M | 0.02% | −72,583−66.1% | Reduced |
| Asio Capital, LLC | 37,227 | $3.50M | 0.49% | +37,227 | New |
| Oddo BHF Asset Management SAS | 36,859 | $3.46M | 0.14% | +36,859 | New |
| SGL Investment Advisors, Inc. | 39,364 | $3.46M | 1.30% | −774−1.9% | Reduced |
| Inkwell Capital LLC | 36,610 | $3.44M | 3.50% | −320−0.9% | Reduced |
| Bleakley Financial Group, LLC | 36,096 | $3.39M | 0.05% | +1,489+4.3% | Added |
| Central Bank & Trust Co | 36,054 | $3.39M | 0.53% | −573−1.6% | Reduced |
| Annandale Capital, LLC | 35,848 | $3.37M | 0.55% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 35,840 | $3.37M | 0.15% | −10,264−22.3% | Reduced |
| Everence Capital Management Inc | 35,800 | $3.36M | 0.21% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 35,691 | $3.35M | 0.18% | +1,233+3.6% | Added |
| Moneta Group Investment Advisors LLC | 35,576 | $3.34M | 0.03% | +267+0.8% | Added |
| Brown Brothers Harriman & Co | 35,544 | $3.34M | 0.02% | +12,678+55.4% | Added |
| Convergence Investment Partners, LLC | 35,293 | $3.32M | 0.54% | +9,937+39.2% | Added |
| Strategic Wealth Partners, Ltd. | 35,027 | $3.29M | 0.23% | +6,031+20.8% | Added |
| CSM Advisors, LLC | 34,879 | $3.28M | 0.08% | +34,879 | New |
| Webster Bank, N. A. | 34,876 | $3.28M | 0.31% | +215+0.6% | Added |
| Ninety One SA (PTY) Ltd | 35,362 | $3.27M | 0.14% | +14,606+70.4% | Added |