Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesSCHW.PDSCHW.PJ

Q2 2026 vs. Q1 2026

How the institutions holding Schwab Charles Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of SCHW: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2,340312,318+9
Shares1.41B2.57M1.44B+31.9M (+2.3%)
Value$133.5B$241.1M$133.8B+$543.3M (+0.4%)

31 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (169)

Institutions that held Schwab Charles Corp at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 169 by value.

Institutions new to SCHW in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank22,658,390$2.09B0.21%
Jupiter Topco LLC2,113,238$195.0M0.08%
Renaissance Technologies LLC1,911,141$176.3M0.24%
Worldquant Millennium Advisors LLC1,576,199$145.4M0.50%
Nykredit A/S476,529$44.0M0.17%
Ossiam402,935$37.2M0.49%
Ruffer LLP358,432$33.0M1.17%
Algebris (UK) Ltd252,717$23.2M1.53%
PDT Partners, LLC172,200$15.9M0.83%
Soapstone Management L.P.143,750$13.3M9.65%
Aquatic Capital Management LLC138,025$12.7M0.44%
Capricorn Fund Managers Ltd73,700$6.80M0.54%
BLI - Banque de Luxembourg Investments60,000$5.44M0.19%
PEAK6 LLC58,780$5.42M0.13%
Dark Forest Capital Management LP52,214$4.82M0.31%
Coppell Advisory Solutions LLC82,321$4.65M1.37%
Arini Captial Management Ltd50,000$4.61M0.47%
Sciencast Management LP43,468$4.01M0.83%
Diversify Advisory Services, LLC37,110$3.87M0.06%
Community Trust & Investment Co39,709$3.66M0.19%
Agf Management Ltd33,386$3.08M0.01%
Decatur Capital Management, Inc.32,459$2.99M1.02%
Oakmont Investment Advisors, Inc.32,113$2.96M2.06%
John G Ullman & Associates Inc30,595$2.82M0.34%
IFG Advisory, LLC29,741$2.74M0.10%
FORA Capital, LLC29,544$2.72M0.19%
Canandaigua National Bank & Trust Co29,489$2.72M0.23%
Global Retirement Partners, LLC27,556$2.54M0.04%
Trust Co of Vermont25,718$2.37M0.09%
VCI Wealth Management LLC25,509$2.35M0.59%
Anchor Bay Capital, Inc.21,366$2.31M1.25%
Edgestream Partners, L.P.23,747$2.19M0.07%
Systematic Alpha Investments, LLC23,141$2.14M0.06%
Constant Guidance Financial LLC22,663$2.09M1.31%
Marshall Wace, LLP22,317$2.06M0.00%
Westerkirk Capital Inc.21,500$1.98M0.19%
Elevated Private Wealth, LLC21,274$1.96M1.87%
J.W. Cole Advisors, Inc.20,808$1.92M0.03%
Catalyst Funds Management Pty Ltd20,450$1.89M0.11%
Coastal Bridge Advisors, LLC20,281$1.87M0.12%
Harmony Asset Management LLC19,156$1.77M0.47%
Lederer & Associates Investment Counsel17,601$1.62M1.07%
Simplex Trading, LLC17,455$1.61M0.04%
Fairtree Asset Management (Pty) Ltd17,454$1.61M0.62%
Menard Financial Group LLC17,401$1.61M0.87%
Axq Capital, LP16,411$1.51M0.16%
New England Research & Management, Inc.16,325$1.51M0.59%
Atlanta Consulting Group Advisors, LLC15,629$1.44M0.23%
Peak Asset Management, LLC14,563$1.34M0.20%
Quantitative Investment Management, LLC14,257$1.31M0.14%
Alps Advisors Inc14,049$1.30M0.01%
New Age Alpha Advisors, LLC13,200$1.22M0.05%
Paragon Capital Management Inc12,416$1.15M0.86%
Diametric Capital, LP12,134$1.12M0.12%
Portland Global Advisors LLC11,534$1.06M0.10%
Axxcess Wealth Management, LLC11,497$1.06M0.02%
Thomasville National Bank11,203$1.03M0.06%
Oxford Asset Management LLP10,392$958.9K0.47%
Vima LLC10,351$955.1K0.93%
Stonebridge Financial Group, LLC10,085$930.0K0.13%
EntryPoint Capital, LLC9,602$886.0K0.22%
Pitcairn Wealth Advisors LLC9,258$854.2K0.09%
LMG Wealth Partners, LLC9,013$831.6K0.13%
Scharf Investments, LLC8,859$817.4K0.03%
Hedges Asset Management LLC8,700$802.7K0.53%
R Squared Ltd8,099$747.3K0.39%
Mosaic Family Wealth Partners, LLC7,643$705.2K0.05%
Proficio Capital Partners LLC7,549$696.6K0.03%
Goldstein Advisors, LLC6,916$638.1K0.06%
Blueshift Asset Management, LLC6,763$624.0K0.14%
Heritage Wealth Management, Inc.6,733$621.3K0.15%
SS&H Financial Advisors, Inc.5,899$544.0K0.14%
LMR Partners LLP5,865$541.2K0.00%
Prairie Wealth Advisors, Inc.0$519.2K0.12%
Willow Creek Capital Management, Inc.5,475$505.2K0.49%
Montchanin Asset Management, LLC5,325$491.0K0.50%
Maridea Wealth Management LLC5,314$490.3K0.05%
Continuum Advisory, LLC4,966$458.2K0.04%
Oversea-Chinese Banking CORP Ltd4,949$456.6K0.01%
Brookwood Investment Group LLC4,744$437.7K0.05%
Storgate, LLC4,264$393.4K0.08%
Prelude Capital Management, LLC3,914$361.1K0.03%
Confluence Wealth Services, Inc.3,645$336.3K0.01%
Mendel Money Management3,390$312.8K0.11%
Veratis Advisors, Inc.3,314$305.8K0.22%
Lewis Asset Management, LLC3,261$300.9K0.11%
Johnson Financial Group, LLC3,182$293.6K0.02%
Jackson Thornton Asset Management, LLC3,163$291.9K0.02%
Vanguard Capital Wealth Advisors3,100$286.0K0.19%
Quantessence Capital LLC2,963$273.4K0.80%
Cornerstone Wealth, LLC2,645$271.9K0.14%
Tempo Wealth, LLC2,916$269.0K0.04%
Keynote Financial Services LLC2,913$268.8K0.13%
Baker Tilly Wealth Management, LLC2,910$268.5K0.06%
Interchange Capital Partners, LLC2,893$267.0K0.05%
nVerses Capital, LLC2,889$266.6K0.41%
James J. Burns & Company, LLC2,882$265.9K0.03%
Basso Capital Management, L.P.2,850$263.0K0.06%
Argos Wealth Advisors, LLC2,849$262.9K0.07%
BWM Planning, LLC2,772$255.8K0.06%

Sold out (160)

Institutions that held Schwab Charles Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 160 by value.

Institutions that sold out of SCHW in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Farallon Capital Management, L.L.C.3,955,657$371.8M
Newlands Management Operations LLC3,196,166$300.4M
Alyeska Investment Group, L.P.740,097$69.6M
Azora Capital LP589,547$55.4M
Delta Global Management LP533,493$50.1M
Holocene Advisors, LP481,172$45.2M
Cercano Management LLC390,217$36.7M
Longaeva Partners L.P.349,153$32.8M
Blue Sparrow, LLC346,110$32.5M
Capital Research Global Investors329,573$31.0M
Adams Diversified Equity Fund, Inc.322,800$30.3M
MKP Capital Management, L.L.C.300,000$28.2M
Clough Capital Partners L P270,966$25.5M
Gillson Capital LP227,600$21.4M
Mizuho Markets Cayman LP179,240$16.8M
Vivaldi Capital Management, LLC159,402$15.0M
Think Investments LP146,000$13.7M
Connors Investor Services Inc136,726$12.8M
Moore Capital Management, LP123,360$11.6M
Westend Capital Management, LLC120,330$11.3M
Cinctive Capital Management LP87,113$8.19M
SIH Partners, LLLP68,857$6.47M
Ayrshire Capital Management LLC61,896$5.82M
FJ Capital Management LLC61,883$5.82M
Ibex Wealth Advisors59,355$5.58M
Sculptor Capital LP53,000$4.98M
Chase Investment Counsel Corp47,626$4.47M
Quadrant Private Wealth Management, LLC47,558$4.47M
Maltese Capital Management LLC45,200$4.25M
Oddo BHF Asset Management SAS36,859$3.46M
Convergence Investment Partners, LLC35,293$3.32M
CSM Advisors, LLC34,879$3.28M
Oak Thistle LLC31,203$2.93M
J. Goldman & Co LP29,997$2.82M
Concentric Capital Strategies, LP29,970$2.82M
Stony Point Wealth Management Inc.29,965$2.82M
EPG Wealth Management LLC28,762$2.70M
SummitTX Capital, L.P.26,841$2.52M
Horizon Investment Services, LLC26,099$2.45M
Kiker Wealth Management, LLC23,283$2.19M
Element Squared LLC23,180$2.18M
Fox Run Management, L.L.C.23,123$2.15M
Havemeyer Place LP22,788$2.14M
Brant Point Investment Management LLC21,109$1.98M
Winton Group Ltd15,008$1.41M
Lecap Asset Management Ltd14,203$1.33M
Blue Jean Financial LLC13,791$1.30M
Bridgefront Capital, LLC12,268$1.15M
Empirical Asset Management, LLC12,070$1.13M
CenterBook Partners LP12,070$1.13M
Evoke Wealth, LLC11,902$1.12M
Accuvest Global Advisors9,584$901.0K
Bain Capital Public Equity, LP9,425$885.8K
Farringdon Capital, Ltd.8,028$754.5K
Capital Markets Trading UK LLP7,962$748.0K
Orser Capital Management, LLC7,936$745.8K
SkyView Investment Advisors, LLC7,838$737.0K
Neville Rodie & Shaw Inc7,735$727.0K
Marathon Trading Investment Management LLC7,500$704.9K
Secured Retirement Advisors, LLC6,729$632.4K
Essex LLC6,373$598.9K
Alpine Woods Capital Investors, LLC6,218$584.4K
Tributary Capital Management, LLC5,650$531.0K
Focused Alpha, LLC5,626$528.7K
Sbe LLC Dba Cedar Cove Wealth Partners5,291$497.2K
Empire Financial Management Company, LLC5,000$469.9K
Lester Murray Antman dba SimplyRich4,510$423.0K
denkapparat Operations GmbH4,214$396.0K
Fieldview Capital Management, LLC4,199$394.6K
Chicago Trust Co NA4,193$394.1K
SCS Capital Management LLC4,101$385.4K
Two Sigma Securities, LLC4,051$380.7K
Prostatis Group LLC4,032$378.9K
Pathfinder Wealth Consulting, Inc.3,940$370.3K
BW Gestao de Investimentos Ltda.3,935$369.8K
Marion Wealth Management3,578$336.3K
Sierra Summit Advisors LLC3,400$319.5K
Itau Unibanco Holding S.A.3,384$318.0K
Teza Capital Management LLC3,305$310.6K
Farmers National Bank3,282$308.4K
Moran Wealth Management, LLC3,189$299.7K
Holderness Investments Co3,166$297.5K
Brian Low Financial Group, LLC3,137$294.8K
RWM Asset Management, LLC3,115$292.8K
Sapient Capital LLC3,112$292.5K
St. Nicholas Private Asset Management, Inc3,080$289.5K
Alvarez & Marsal Private Wealth Partners, LLC3,074$288.9K
QTR Family Wealth, LLC2,896$284.9K
Armistice Capital, LLC3,025$284.3K
Martel Wealth Advisors Inc3,000$281.9K
Drive Wealth Management, LLC2,983$280.3K
WealthShield Partners, LLC2,940$276.3K
Gillespie Robinson & Grimm Inc2,725$256.1K
49 Wealth Management, LLC2,675$251.4K
Twin Tree Management, LP2,643$248.4K
Mirabella Financial Services LLP2,608$245.1K
EJMK Ventures LLC2,601$244.4K
DV Trading LLC2,600$244.3K
Meadow Creek Wealth Advisors LLC2,593$243.7K
Oasis Advisors, LLC2,596$243.6K

Not filed for Q2 2026 yet (31)

Institutions that held Schwab Charles Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC2,074,704$195.0M
CWM, LLC119,975$11.3M
VectorGlobal IAG, Inc.90,990$8.55M
Bedell Frazier Investment Counseling, LLC48,075$4.52M
Skopos Labs, Inc.41,269$3.88M
GM Advisory Group, Inc.32,759$3.08M
Canandaigua National Corp29,486$2.77M
Sunbelt Securities, Inc.21,505$2.02M
Richard Bernstein Advisors LLC15,195$1.43M
Capital Planning Advisors, LLC13,385$1.26M
Journey Strategic Wealth LLC12,234$1.15M
U.S. Capital Wealth Advisors, LLC10,824$1.02M
Exencial Wealth Advisors, LLC10,591$995.3K
Moseley Investment Management Inc10,439$981.1K
Canandaigua National Trust Co of Florida9,166$861.4K
Gibbs Wealth Management5,594$525.8K
Millington Securities, LLC3,079$289.4K
Signature Wealth Management Group2,892$271.8K
First Affirmative Financial Network2,423$227.7K
Coordinated Financial Services, Inc.2,415$227.0K
Farmers Trust Co2,248$211.3K
TSG Advice Partners, LLC2,204$207.1K
Evelyn Partners Investment Management Services Ltd1,580$148.5K
Anfield Capital Management, LLC1,136$106.8K
Evelyn Partners Asset Management Ltd467$43.9K
McIlrath & Eck, LLC322$30.2K
Financial Connections Group, Inc.271$25.0K
Arcadia Investment Management Corp185$17.4K
Red Tortoise LLC148$13.9K
Sapience Investments, LLC94$8.83K
USA Financial Portformulas Corp9$846