Schwab Charles Corp

SCHW

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000316709

SEC filings (opens in a new tab)

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.

Other share classesSCHW.PD SCHW.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

Value held

Institutions holding SCHW and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Westover Capital Advisors, LLC	–	–	–	–	Not filed
VCI Wealth Management LLC	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
Dynamic Advisor Solutions LLC	–	–	–	–	Not filed
Pine Valley Investments Ltd Liability Co	–	–	–	–	Not filed
TritonPoint Partners, LLC	–	–	–	–	Not filed
LOM Asset Management Ltd	–	–	–	–	Not filed
AustralianSuper Pty Ltd	–	–	–	–	Not filed
Anchor Bay Capital, Inc.	–	–	–	–	Not filed
Mitsubishi UFJ Asset Management (UK) Ltd.	–	–	–	–	Not filed
3Chopt Investment Partners, LLC	–	–	–	–	Not filed
Salem Investment Counselors Inc	–	–	–	–	Not filed
Whitener Capital Management, Inc.	–	–	–	–	Not filed
Diversified Trust Co	–	–	–	–	Not filed
Columbia Asset Management	–	–	–	–	Not filed
Argus Investors' Counsel, Inc.	–	–	–	–	Not filed
Citizens & Northern Corp	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Greenline Partners, LLC	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Valley National Advisers Inc	–	–	–	–	Not filed
Aspiriant, LLC	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
Edgestream Partners, L.P.	–	–	–	–	Not filed
Riverwater Partners LLC	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Aviso Wealth Management	–	–	–	–	Not filed
Systematic Alpha Investments, LLC	–	–	–	–	Not filed
Investment Advisory Services Inc	–	–	–	–	Not filed
Tealwood Asset Management Inc	–	–	–	–	Not filed
City Holding Co	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
K.J. Harrison & Partners Inc	–	–	–	–	Not filed
Constant Guidance Financial LLC	–	–	–	–	Not filed
Chesley Taft & Associates LLC	–	–	–	–	Not filed
Diversified Investment Strategies, LLC	–	–	–	–	Not filed
Old National Bancorp	–	–	–	–	Not filed
Wolff Wiese Magana LLC	–	–	–	–	Not filed
Uhlmann Price Securities, LLC	–	–	–	–	Not filed
Dynamic Technology Lab Private Ltd	–	–	–	–	Not filed
Maia Wealth LLC	–	–	–	–	Not filed
WT Wealth Management	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Howard Financial Services, Ltd.	–	–	–	–	Not filed
Keystone Financial Services	–	–	–	–	Not filed
Csenge Advisory Group	–	–	–	–	Not filed
Sarasin & Partners LLP	–	–	–	–	Not filed
1st Source Bank	–	–	–	–	Not filed
Parallax Volatility Advisers, L.P.	–	–	–	–	Not filed
Essex Savings Bank	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
MBM Wealth Consultants, LLC	–	–	–	–	Not filed
Daytona Street Capital LLC	–	–	–	–	Not filed
Qtron Investments LLC	–	–	–	–	Not filed
Ategra Capital Management, LLC	–	–	–	–	Not filed
Pettee Investors, Inc.	–	–	–	–	Not filed
Westerkirk Capital Inc.	–	–	–	–	Not filed
Weaver C. Barksdale & Associates, Inc.	–	–	–	–	Not filed
Aaron Wealth Advisors	–	–	–	–	Not filed
Frank, Rimerman Advisors LLC	–	–	–	–	Not filed
Elevated Private Wealth, LLC	–	–	–	–	Not filed
SageView Advisory Group, LLC	–	–	–	–	Not filed
Guggenheim Capital LLC	–	–	–	–	Not filed
RiverPark Advisors, LLC	–	–	–	–	Not filed
Wedmont Private Capital	–	–	–	–	Not filed
Pictet & Cie (Europe) SA	–	–	–	–	Not filed
Cookson Peirce & Co Inc	–	–	–	–	Not filed
J.W. Cole Advisors, Inc.	–	–	–	–	Not filed
Modus Advisors, LLC	–	–	–	–	Not filed
Regions Financial Corp	–	–	–	–	Not filed
Catalyst Funds Management Pty Ltd	–	–	–	–	Not filed
Stephens Inc	–	–	–	–	Not filed
Tritonpoint Wealth, LLC	–	–	–	–	Not filed
Coastal Bridge Advisors, LLC	–	–	–	–	Not filed
Cramer Rosenthal McGlynn LLC	–	–	–	–	Not filed
RFG - Bristol Wealth Advisors, LLC	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
Intrepid Family Office LLC	–	–	–	–	Not filed
Paradigm Asset Management Co LLC	–	–	–	–	Not filed
Virtus Investment Advisers, Inc.	–	–	–	–	Not filed
Moors & Cabot, Inc.	–	–	–	–	Not filed
Bridges Investment Management Inc	–	–	–	–	Not filed
Figure 8 Investment Strategies LLC	–	–	–	–	Not filed
Stance Capital LLC	–	–	–	–	Not filed
Brown, Lisle/Cummings, Inc.	–	–	–	–	Not filed
NBT Bank N A	–	–	–	–	Not filed
Cidel Asset Management Inc	–	–	–	–	Not filed
Blalock Williams, LLC	–	–	–	–	Not filed
Power Wealth Management LLC	–	–	–	–	Not filed
Bayview Asset Management, LLC	–	–	–	–	Not filed
Shepherd Street Advisors LLC	–	–	–	–	Not filed
Moody National Bank Trust Division	–	–	–	–	Not filed
Whelan Financial	–	–	–	–	Not filed
Harmony Asset Management LLC	–	–	–	–	Not filed
Jeppson Wealth Management, LLC	–	–	–	–	Not filed
Garde Capital, Inc.	–	–	–	–	Not filed
Clifford Swan Investment Counsel LLC	–	–	–	–	Not filed
Prime Capital Investment Advisors, LLC	–	–	–	–	Not filed
Lummis Asset Management, LP	–	–	–	–	Not filed