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
JNBA Financial Advisors	–	–	–	–	Not filed
Checchi Capital Advisers, LLC	–	–	–	–	Not filed
Peak Asset Management, LLC	–	–	–	–	Not filed
Sheets Smith Wealth Management	–	–	–	–	Not filed
National Asset Management, Inc.	–	–	–	–	Not filed
Walter & Keenan Financial Consulting Co	–	–	–	–	Not filed
Frisch Financial Group, Inc.	–	–	–	–	Not filed
Uncommon Cents Investing LLC	–	–	–	–	Not filed
Stratos Wealth Advisors, LLC	–	–	–	–	Not filed
Paragon Private Wealth Management, LLC	–	–	–	–	Not filed
Gladstone Institutional Advisory LLC	–	–	–	–	Not filed
Quantitative Investment Management, LLC	–	–	–	–	Not filed
South Dakota Investment Council	–	–	–	–	Not filed
Fruth Investment Management	–	–	–	–	Not filed
Mutual Advisors, LLC	–	–	–	–	Not filed
Patrick M Sweeney & Associates, Inc	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Ausdal Financial Partners, Inc.	–	–	–	–	Not filed
Alps Advisors Inc	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
HCR Wealth Advisors	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Everhart Financial Group, Inc.	–	–	–	–	Not filed
Ramsay, Stattman, Vela & Price, Inc.	–	–	–	–	Not filed
Mission Wealth Management, LP	–	–	–	–	Not filed
Nautilus Advisors LLC	–	–	–	–	Not filed
Legacy Financial Advisors, Inc.	–	–	–	–	Not filed
WBI Investments	–	–	–	–	Not filed
Profund Advisors LLC	–	–	–	–	Not filed
Ritter Daniher Financial Advisory LLC	–	–	–	–	Not filed
Stonehage Fleming Financial Services Holdings Ltd	–	–	–	–	Not filed
Sowell Financial Services LLC	–	–	–	–	Not filed
Headlands Technologies LLC	–	–	–	–	Not filed
Nicholas Hoffman & Company, LLC.	–	–	–	–	Not filed
Vertrix Wealth Management, LLC	–	–	–	–	Not filed
Fundamentun, LLC	–	–	–	–	Not filed
PVG Asset Management Corp	–	–	–	–	Not filed
Catalyst Financial Partners LLC	–	–	–	–	Not filed
BIP Wealth, LLC	–	–	–	–	Not filed
Leisure Capital Management	–	–	–	–	Not filed
Strong Retirement Solutions LLC	–	–	–	–	Not filed
Hardy Reed LLC	–	–	–	–	Not filed
Highland Capital Management, LLC	–	–	–	–	Not filed
Angeles Wealth Management, LLC	–	–	–	–	Not filed
Directional Asset Management	–	–	–	–	Not filed
New Age Alpha Advisors, LLC	–	–	–	–	Not filed
Foundations Investment Advisors, LLC	–	–	–	–	Not filed
Panoramic Investment Advisors, LLC	–	–	–	–	Not filed
T. Rowe Price Investment Management, Inc.	–	–	–	–	Not filed
Atlantic Trust, LLC	–	–	–	–	Not filed
Hillsdale Investment Management Inc.	–	–	–	–	Not filed
Change Path, LLC	–	–	–	–	Not filed
Koshinski Asset Management, Inc.	–	–	–	–	Not filed
Franklin Street Advisors Inc	–	–	–	–	Not filed
Davis R M Inc	–	–	–	–	Not filed
American Money Management, LLC	–	–	–	–	Not filed
Colton Groome Financial Advisors, LLC	–	–	–	–	Not filed
Bank of Stockton	–	–	–	–	Not filed
Granite Investment Partners, LLC	–	–	–	–	Not filed
Costello Asset Management, INC	–	–	–	–	Not filed
Avestar Capital, LLC	–	–	–	–	Not filed
Knollwood Investment Advisory, LLC	–	–	–	–	Not filed
Gsa Capital Partners LLP	–	–	–	–	Not filed
Proffitt & Goodson Inc	–	–	–	–	Not filed
Essex Financial Services, Inc.	–	–	–	–	Not filed
Redwood Investment Management, LLC	–	–	–	–	Not filed
Personal Cfo Solutions, LLC	–	–	–	–	Not filed
Wall Street Access Asset Management, LLC	–	–	–	–	Not filed
Sumitomo Life Insurance Co	–	–	–	–	Not filed
Stablepoint Partners, LLC	–	–	–	–	Not filed
Birinyi Associates Inc	–	–	–	–	Not filed
Fiduciary Alliance LLC	–	–	–	–	Not filed
Gateway Investment Advisers LLC	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Islay Capital Management, LLC	–	–	–	–	Not filed
Greenhaven Associates IncSuperinvestorGreenhaven Associates	–	–	–	–	Not filed
Hamel Associates, Inc.	–	–	–	–	Not filed
H&H Retirement Design & Management INC	–	–	–	–	Not filed
Paragon Capital Management Inc	–	–	–	–	Not filed
VELA Investment Management, LLC	–	–	–	–	Not filed
Opal Capital LLC	–	–	–	–	Not filed
Cumberland Partners Ltd	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
Legacy Wealth Asset Management, LLC	–	–	–	–	Not filed
Hohimer Wealth Management, LLC	–	–	–	–	Not filed
Diametric Capital, LP	–	–	–	–	Not filed
Longfellow Investment Management Co LLC	–	–	–	–	Not filed
Keebeck Wealth Management, LLC	–	–	–	–	Not filed
Xxi Wealth, LLC	–	–	–	–	Not filed
Total Wealth Planning & Management, Inc.	–	–	–	–	Not filed
71 West Capital Partners	–	–	–	–	Not filed
Cullinan Associates Inc	–	–	–	–	Not filed
Mystic Asset Management, Inc.	–	–	–	–	Not filed
Summit Asset Management, LLC	–	–	–	–	Not filed
Lodestone Wealth Management LLC	–	–	–	–	Not filed
Howard Capital Management Inc.	–	–	–	–	Not filed
Arbor Trust Wealth Advisors, LLC	–	–	–	–	Not filed
D L Carlson Investment Group Inc	–	–	–	–	Not filed
Polymer Capital Management (US) LLC	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed