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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 34,805 | $3.27M | 0.09% | −47,035−57.5% | Reduced |
| Johnson Investment Counsel Inc | 34,478 | $3.24M | 0.03% | −815−2.3% | Reduced |
| Twin City Private Wealth, LLC | 34,182 | $3.21M | 2.44% | +842+2.5% | Added |
| V-Square Quantitative Management LLC | 34,138 | $3.21M | 0.34% | −525−1.5% | Reduced |
| Crux Wealth Advisors | 34,118 | $3.21M | 1.23% | −440−1.3% | Reduced |
| Choate Investment Advisors | 34,069 | $3.20M | 0.06% | +74+0.2% | Added |
| Financial Advisory Partners, LLC | 34,041 | $3.20M | 0.90% | +34,041 | New |
| Meeder Advisory Services, Inc. | 34,035 | $3.20M | 0.13% | +1,811+5.6% | Added |
| Cascade Investment Advisors, Inc. | 33,900 | $3.19M | 1.89% | −255−0.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 33,715 | $3.17M | 0.19% | −202,143−85.7% | Reduced |
| GPM Growth Investors, Inc. | 33,653 | $3.16M | 1.33% | +915+2.8% | Added |
| Quantbot Technologies LP | 33,573 | $3.16M | 0.13% | +33,573 | New |
| Chemistry Wealth Management LLC | 33,509 | $3.15M | 0.55% | +100.0% | Added |
| Chicago Partners Investment Group LLC | 34,259 | $3.14M | 0.07% | +4,811+16.3% | Added |
| Laurion Capital Management LP | 33,233 | $3.12M | 0.29% | +33,233 | New |
| CWA Asset Management Group, LLC | 33,099 | $3.11M | 0.11% | +1,197+3.8% | Added |
| Vise Technologies, Inc. | 31,083 | $3.11M | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 32,914 | $3.09M | 1.12% | −1,907−5.5% | Reduced |
| Elefante Mark B | 32,839 | $3.09M | 1.70% | +12,654+62.7% | Added |
| Stenger Family Office, LLC | 32,790 | $3.08M | 0.56% | +2,212+7.2% | Added |
| GM Advisory Group, Inc. | 32,759 | $3.08M | 0.12% | +236+0.7% | Added |
| Aaron Wealth Advisors | 32,690 | $3.07M | 0.18% | −4,206−11.4% | Reduced |
| Golden State Equity Partners | 32,681 | $3.07M | 0.23% | +14,014+75.1% | Added |
| Signaturefd, LLC | 32,614 | $3.07M | 0.05% | +1,727+5.6% | Added |
| Diversify Wealth Management, LLC | 33,564 | $3.06M | 0.05% | +28,441+555.2% | Added |
| D L Carlson Investment Group Inc | 32,510 | $3.06M | 0.53% | +323+1.0% | Added |
| Cary Street Partners Financial LLC | 32,428 | $3.05M | 0.08% | −469−1.4% | Reduced |
| Finer Wealth Management, Inc. | 32,419 | $3.05M | 1.54% | −283−0.9% | Reduced |
| Beacon Financial Group | 32,296 | $3.04M | 0.30% | +105+0.3% | Added |
| Smithbridge Asset Management Inc | 32,071 | $3.01M | 0.45% | −33,020−50.7% | Reduced |
| Compass Wealth Management LLC | 31,969 | $3.00M | 0.74% | −680−2.1% | Reduced |
| Harfst & Associates, Inc. | 31,942 | $3.00M | 0.54% | −1,026−3.1% | Reduced |
| Strata Wealth Advisors, LLC | 31,831 | $2.99M | 0.82% | +130.0% | Added |
| Chaney Capital Management, Inc. | 31,707 | $2.98M | 1.05% | +227+0.7% | Added |
| Gill Capital Partners, LLC | 31,664 | $2.98M | 0.86% | −1,999−5.9% | Reduced |
| Capital Advisors Inc | 31,652 | $2.97M | 0.05% | +1,899+6.4% | Added |
| Sterling Investment Advisors, Ltd. | 31,421 | $2.95M | 0.53% | −150−0.5% | Reduced |
| Raiffeisen Bank International AG | 31,685 | $2.95M | 0.04% | +13,084+70.3% | Added |
| J. Safra Sarasin Holding AG | 31,329 | $2.94M | 0.05% | −3,675−10.5% | Reduced |
| Broderick Brian C | 31,262 | $2.94M | 0.54% | +7,888+33.7% | Added |
| Oak Thistle LLC | 31,203 | $2.93M | 0.28% | +10,729+52.4% | Added |
| Mraz, Amerine & Associates, Inc. | 30,923 | $2.91M | 0.43% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 30,729 | $2.89M | 0.23% | +30,729 | New |
| Gamco Investors, Inc. Et Al | 30,719 | $2.89M | 0.03% | +2,956+10.6% | Added |
| Westview Management dba Westview Investment Advisors | 30,612 | $2.88M | 1.50% | −2,181−6.7% | Reduced |
| Scott & Selber, Inc. | 30,573 | $2.87M | 0.74% | −339−1.1% | Reduced |
| Iowa State Bank | 30,251 | $2.84M | 0.52% | −150.0% | Reduced |
| Notis-McConarty Edward | 30,185 | $2.84M | 1.41% | +3,640+13.7% | Added |
| J. Goldman & Co LP | 29,997 | $2.82M | 0.13% | +29,997 | New |
| Concentric Capital Strategies, LP | 29,970 | $2.82M | 0.25% | −83,530−73.6% | Reduced |
| Stony Point Wealth Management Inc. | 29,965 | $2.82M | 1.12% | −16,630−35.7% | Reduced |
| Mount Vernon Associates Inc | 29,800 | $2.80M | 1.98% | 00.0% | Unchanged |
| Parsonex Advisory Services, Inc. | 29,798 | $2.80M | 2.74% | +2,863+10.6% | Added |
| Capstone Investment Advisors, LLC | 29,793 | $2.80M | 0.02% | +29,793 | New |
| Hager Investment Management Services, LLC | 29,697 | $2.79M | 1.53% | +696+2.4% | Added |
| Ritholtz Wealth Management | 29,657 | $2.79M | 0.05% | −61−0.2% | Reduced |
| Kinneret Advisory, LLC | 29,547 | $2.78M | 0.26% | −1,310−4.2% | Reduced |
| Capital International Inc | 29,528 | $2.78M | 0.02% | +2,338+8.6% | Added |
| Canandaigua National Corp | 29,486 | $2.77M | 0.25% | +29,486 | New |
| Savant Capital, LLC | 29,135 | $2.74M | 0.01% | +6,309+27.6% | Added |
| Bayview Asset Management, LLC | 28,977 | $2.72M | 2.27% | +28,977 | New |
| LGT Fund Management Co Ltd. | 28,943 | $2.72M | 0.12% | −1,634−5.3% | Reduced |
| Bridgeway Capital Management, LLC | 28,920 | $2.72M | 0.05% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 28,860 | $2.71M | 0.09% | +3,342+13.1% | Added |
| WealthPlan Investment Management, LLC | 28,843 | $2.71M | 0.15% | +9,810+51.5% | Added |
| Capital Investment Advisory Services, LLC | 28,771 | $2.70M | 0.20% | −954−3.2% | Reduced |
| EPG Wealth Management LLC | 28,762 | $2.70M | 0.73% | +473+1.7% | Added |
| Cypress Capital, LLC | 28,756 | $2.70M | 0.77% | −314−1.1% | Reduced |
| Lebenthal Global Advisors, LLC | 28,708 | $2.70M | 0.39% | +6,597+29.8% | Added |
| Tema ETFs LLC | 28,650 | $2.69M | 0.18% | +147+0.5% | Added |
| Kozak & Associates, Inc. | 27,695 | $2.68M | 0.52% | −1,816−6.2% | Reduced |
| Dakota Wealth Management | 28,493 | $2.68M | 0.06% | −9,071−24.1% | Reduced |
| Valeo Financial Advisors, LLC | 28,345 | $2.66M | 0.06% | −6,686−19.1% | Reduced |
| Correct Capital Wealth Management | 28,252 | $2.66M | 0.50% | −10,312−26.7% | Reduced |
| L2 Asset Management, LLC | 28,244 | $2.65M | 0.25% | +5,689+25.2% | Added |
| Meiji Yasuda Life Insurance Co | 28,140 | $2.64M | 0.09% | −590−2.1% | Reduced |
| Wynn Capital, LLC | 28,120 | $2.64M | 1.36% | +103+0.4% | Added |
| Martin Capital Advisors, LLP | 28,119 | $2.64M | 1.67% | −214−0.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 28,106 | $2.64M | 0.42% | +1,655+6.3% | Added |
| Vaughan David Investments LLC | 28,087 | $2.64M | 0.06% | −250−0.9% | Reduced |
| Hudson Canyon Capital Management | 28,052 | $2.64M | 1.61% | −163−0.6% | Reduced |
| Royal Palms Capital LLC | 28,034 | $2.63M | 2.61% | −1,055−3.6% | Reduced |
| Argus Investors' Counsel, Inc. | 27,907 | $2.62M | 2.33% | −829−2.9% | Reduced |
| Simmons Bank | 27,871 | $2.62M | 0.18% | +2,043+7.9% | Added |
| Advisory Services Network, LLC | 27,698 | $2.60M | 0.03% | +10,019+56.7% | Added |
| Grimes & Company, Inc. | 27,630 | $2.60M | 0.07% | −9,808−26.2% | Reduced |
| Integrated Wealth Concepts LLC | 27,619 | $2.60M | 0.02% | +11,576+72.2% | Added |
| Juno Financial Group LLC | 27,581 | $2.59M | 1.02% | +1,646+6.3% | Added |
| Garrison Bradford & Associates Inc | 27,360 | $2.57M | 2.91% | +250+0.9% | Added |
| Cetera Trust Company, N.A | 27,355 | $2.57M | 1.45% | −1,500−5.2% | Reduced |
| Van Diest Capital, LLC | 27,296 | $2.57M | 2.02% | +16,419+151.0% | Added |
| Coldstream Capital Management Inc | 27,041 | $2.54M | 0.03% | −1,689−5.9% | Reduced |
| Maia Wealth LLC | 26,949 | $2.53M | 0.43% | −5,702−17.5% | Reduced |
| Signal Advisors Wealth, LLC | 26,945 | $2.53M | 0.17% | +26,945 | New |
| Norden Group LLC | 26,851 | $2.52M | 0.24% | +351+1.3% | Added |
| SummitTX Capital, L.P. | 26,841 | $2.52M | 0.08% | +26,841 | New |
| MASTERINVEST Kapitalanlage GmbH | 26,798 | $2.52M | 0.26% | −25,258−48.5% | Reduced |
| Centaurus Financial, Inc. | 26,772 | $2.52M | 0.12% | −71−0.3% | Reduced |
| Xcel Wealth Management, LLC | 26,671 | $2.51M | 0.70% | −1,500−5.3% | Reduced |
| Ballentine Partners, LLC | 26,546 | $2.49M | 0.03% | −905−3.3% | Reduced |