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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

13F holders, Q3 2026

Institutional positions in Schwab Charles Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
13
0 vs. Q2 2026
Shares held
156.8K
−67.3K (−30.0%) vs. Q2 2026
Total value
$15.3M
−$5.35M (−25.9%) vs. Q2 2026
New holders
0
4 more added
Sold out
0
8 more reduced

2,305 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value held
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2026.

Institutions holding SCHW in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Westbourne Investment Advisors, Inc.––––Not filed
Patten & Patten Inc––––Not filed
ASR Vermogensbeheer N.V.––––Not filed
Pacer Advisors, Inc.––––Not filed
Vestor Capital, LLC––––Not filed
Tower Bridge Advisors––––Not filed
First National Bank of Omaha––––Not filed
Glenview Trust Co––––Not filed
Premier Fund Managers Ltd––––Not filed
Boston Common Asset Management, LLC––––Not filed
Thompson Investment Management, Inc.––––Not filed
Argent Trust Co––––Not filed
Saudi Central Bank––––Not filed
Allen Capital Group, LLC––––Not filed
Nicholas Company, Inc.––––Not filed
Crestwood Advisors Group LLC––––Not filed
Investment Management Corp of Ontario––––Not filed
Illinois Municipal Retirement Fund––––Not filed
Manchester Global Management (UK) Ltd––––Not filed
Grimes & Company, Inc.––––Not filed
Burney Co––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Generali Asset Management SPA SGR––––Not filed
Norinchukin Bank, The––––Not filed
Sig Brokerage, LP––––Not filed
Cullen Investment Group, Ltd.––––Not filed
Clarkston Capital Partners, LLC––––Not filed
Oppenheimer Asset Management Inc.––––Not filed
MidFirst Bank––––Not filed
Kentucky Retirement Systems––––Not filed
Allstate Corp––––Not filed
Dana Investment Advisors, Inc.––––Not filed
Morningstar Investment Management LLC––––Not filed
Timber Creek Capital Management LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
GCM Grosvenor Holdings, LLC––––Not filed
Nomura Holdings Inc––––Not filed
Formuepleje A/S––––Not filed
Evergreen Capital Management LLC––––Not filed
Aptus Capital Advisors, LLC––––Not filed
Univest Financial Corp––––Not filed
First National Trust Co––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Geneos Wealth Management Inc.––––Not filed
Caisse des Depots Et Consignations––––Not filed
Advocate Group LLC––––Not filed
Lafayette Investments, Inc.––––Not filed
Ci Investments Inc.––––Not filed
Warren Averett Asset Management, LLC––––Not filed
KCM Investment Advisors LLC––––Not filed
Aviance Capital Partners, LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Colonial Trust Advisors––––Not filed
Allianz SE––––Not filed
Hartford Investment Management Co––––Not filed
Southeast Asset Advisors Inc.––––Not filed
Commerce Bank––––Not filed
Pring Turner Capital Group Inc––––Not filed
Maryland State Retirement & Pension System––––Not filed
Mark Asset Management LP––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
American Assets Investment Management, LLC––––Not filed
Oak Harvest Investment Services––––Not filed
Balyasny Asset Management LLC––––Not filed
Fagan Associates, Inc.––––Not filed
Sendero Wealth Management, LLC––––Not filed
Hamilton Capital Partners Inc.––––Not filed
Redmond Asset Management, LLC––––Not filed
Xcel Wealth Management, LLC––––Not filed
Krilogy Financial LLC––––Not filed
Louisiana State Employees Retirement System––––Not filed
University of Texas/Texas Am Investment Managment Co––––Not filed
New Mexico Educational Retirement Board––––Not filed
Oppenheimer & Co Inc––––Not filed
NewEdge Wealth, LLC––––Not filed
1832 Asset Management L.P.––––Not filed
Baldwin Brothers Inc––––Not filed
Naples Global Advisors, LLC––––Not filed
Capital Investment Counsel, Inc––––Not filed
Wealthspire Advisors, LLC––––Not filed
Spectrum Financial Alliance Ltd LLC––––Not filed
BI Asset Management Fondsmaeglerselskab A/S––––Not filed
Marco Investment Management LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Gilman Hill Asset Management, LLC––––Not filed
ICICI Prudential Asset Management Co Ltd––––Not filed
Radnor Capital Management, LLC––––Not filed
Birch Capital Management, LLC––––Not filed
Wright Investors Service Inc––––Not filed
We Are One Seven, LLC––––Not filed
Kavar Capital Partners Group, LLC––––Not filed
Advisory Resource Group––––Not filed
CAPROCK Group, Inc.––––Not filed
Capricorn Fund Managers Ltd––––Not filed
Integrated Advisors Network LLC––––Not filed
Ravenswood Partners LP––––Not filed
AG2R la Mondiale Gestion D'Actifs––––Not filed
Cloverfields Capital Group, LP––––Not filed
Kohmann Bosshard Financial Services, LLC––––Not filed
Landscape Capital Management, L.L.C.––––Not filed