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
Portland Global Advisors LLC	–	–	–	–	Not filed
Axxcess Wealth Management, LLC	–	–	–	–	Not filed
Vicus Capital	–	–	–	–	Not filed
HBK Investments L P	–	–	–	–	Not filed
Capital Advantage, Inc.	–	–	–	–	Not filed
Hodges Capital Management Inc.	–	–	–	–	Not filed
Shelton Capital Management	–	–	–	–	Not filed
Aprio Wealth Management, LLC	–	–	–	–	Not filed
Icon Wealth Advisors, LLC	–	–	–	–	Not filed
Palisade Asset Management, LLC	–	–	–	–	Not filed
Pinnacle Wealth Management Advisory Group, LLC	–	–	–	–	Not filed
Tower Trust & Investment Co	–	–	–	–	Not filed
Thomasville National Bank	–	–	–	–	Not filed
Machina Capital S.A.S.	–	–	–	–	Not filed
Sage Rhino Capital LLC	–	–	–	–	Not filed
United Community Bank	–	–	–	–	Not filed
Birmingham Capital Management Co Inc	–	–	–	–	Not filed
Pallas Capital Advisors LLC	–	–	–	–	Not filed
Nabity-Jensen Investment Management Inc	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Integrity Alliance, LLC.	–	–	–	–	Not filed
First American Trust, FSB	–	–	–	–	Not filed
Financial Consulate, Inc	–	–	–	–	Not filed
Dumont & Blake Investment Advisors LLC	–	–	–	–	Not filed
Avise Financial Cooperative, Inc.	–	–	–	–	Not filed
Oder Investment Management, LLC	–	–	–	–	Not filed
Stone Point Wealth LLC	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Ironwood Financial, llc	–	–	–	–	Not filed
Shira Ridge Wealth Management	–	–	–	–	Not filed
Thor Investment Management Inc	–	–	–	–	Not filed
RiverFront Investment Group, LLC	–	–	–	–	Not filed
Ethos Financial Group, LLC	–	–	–	–	Not filed
NorthRock Partners, LLC	–	–	–	–	Not filed
S&G Foundation	–	–	–	–	Not filed
Future Fund LLC	–	–	–	–	Not filed
Sentinus, LLC	–	–	–	–	Not filed
Advisor Resource Council	–	–	–	–	Not filed
Cooper Financial Group	–	–	–	–	Not filed
Revisor Wealth Management LLC	–	–	–	–	Not filed
Van Diest Capital, LLC	–	–	–	–	Not filed
Kingswood Wealth Advisors, LLC	–	–	–	–	Not filed
O'Rourke & Company, Inc	–	–	–	–	Not filed
Novare Capital Management LLC	–	–	–	–	Not filed
Equitable Trust Co	–	–	–	–	Not filed
Wealth Enhancement Trust Services, Inc.	–	–	–	–	Not filed
Navalign, LLC	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
Invictus Private Wealth, LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Supplemental Annuity Collective Trust of NJ	–	–	–	–	Not filed
Crumly & Associates Inc.	–	–	–	–	Not filed
Camden Capital, LLC	–	–	–	–	Not filed
Oxford Asset Management LLP	–	–	–	–	Not filed
Citizens National Bank Trust Department	–	–	–	–	Not filed
OpenArc Corporate Advisory, LLC	–	–	–	–	Not filed
Circle Wealth Management, LLC	–	–	–	–	Not filed
Vima LLC	–	–	–	–	Not filed
Tran Capital Management, L.P.	–	–	–	–	Not filed
Sanders Morris Harris LLC	–	–	–	–	Not filed
Element Pointe Advisors, LLC	–	–	–	–	Not filed
Hutchens & Kramer Investment Management Group, LLC	–	–	–	–	Not filed
Mezzasalma Advisors, LLC	–	–	–	–	Not filed
Northcape Wealth Management, LLC	–	–	–	–	Not filed
Silvercrest Asset Management Group LLC	–	–	–	–	Not filed
Leonard Rickey Investment Advisors P.L.L.C.	–	–	–	–	Not filed
StoneX Group Inc.	–	–	–	–	Not filed
Stonebridge Financial Group, LLC	–	–	–	–	Not filed
Variant Private Wealth, LLC	–	–	–	–	Not filed
Kanawha Capital Management LLC	–	–	–	–	Not filed
Edmond de Rothschild Holding S.A.	–	–	–	–	Not filed
BigSur Wealth Management LLC	–	–	–	–	Not filed
Catalytic Wealth RIA, LLC	–	–	–	–	Not filed
PDS Planning, Inc	–	–	–	–	Not filed
Independence Wealth Advisors, LLC	–	–	–	–	Not filed
Drucker Wealth 3.0, LLC	–	–	–	–	Not filed
Kirtland Hills Capital Management, LLC	–	–	–	–	Not filed
Premier Path Wealth Partners, LLC	–	–	–	–	Not filed
Herold Advisors, Inc.	–	–	–	–	Not filed
Ark Wealth Advisors LLC	–	–	–	–	Not filed
First Dallas Securities Inc.	–	–	–	–	Not filed
Wealthcare Advisory Partners LLC	–	–	–	–	Not filed
Tranquility Partners, LLC	–	–	–	–	Not filed
Sweeney & Michel, LLC	–	–	–	–	Not filed
Erste Asset Management GmbH	–	–	–	–	Not filed
Engineers Gate Manager LP	–	–	–	–	Not filed
EntryPoint Capital, LLC	–	–	–	–	Not filed
Navellier & Associates Inc	–	–	–	–	Not filed
Diversified Management Inc	–	–	–	–	Not filed
Sovereign's Capital Management, LLC	–	–	–	–	Not filed
Wilian Securities, LLC	–	–	–	–	Not filed
Old Peak Finance LLC	–	–	–	–	Not filed
Castleark Management LLC	–	–	–	–	Not filed
One Capital Management, LLC	–	–	–	–	Not filed
Waterloo Capital, L.P.	–	–	–	–	Not filed
Trust Point Inc.	–	–	–	–	Not filed
Forbes J M & Co LLP	–	–	–	–	Not filed
Pitcairn Wealth Advisors LLC	–	–	–	–	Not filed
Torrey Growth & Income Advisors	–	–	–	–	Not filed