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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
26
0 vs. Q2 2026
Shares held
1.84M
−41.8K (−2.2%) vs. Q2 2026
Total value
$179.6M
+$6.19M (+3.6%) vs. Q2 2026
New holders
0
7 more added
Sold out
0
13 more reduced

2,292 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: 2,145 institutionsQ3 2025: 2,173 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 20252,173$139.2B
Q2 20252,145$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
Founders Financial Securities LLC––––Not filed
Unified Investment Management––––Not filed
Coign Capital Advisors LLC––––Not filed
Compass Advisory Group LLC––––Not filed
Level Four Advisory Services, LLC––––Not filed
Cambria Investment Management, L.P.––––Not filed
Opal Wealth Advisors, LLC––––Not filed
Naviter Wealth, LLC––––Not filed
Vigilare Wealth Management––––Not filed
XTX Topco Ltd––––Not filed
Larry Mathis Financial Planning, LLC––––Not filed
Accredited Investors Inc.––––Not filed
Vann Equity Management LLC––––Not filed
Advisortrust Partners, LLC––––Not filed
Fiduciary Family Office, LLC––––Not filed
Argentarii, LLC––––Not filed
Novem Group––––Not filed
Leonteq Securities AG––––Not filed
OneAscent Financial Services LLC––––Not filed
Relyea Zuckerberg Hanson LLC––––Not filed
MOR Wealth Management, LLC––––Not filed
S-Bank Fund Management Ltd––––Not filed
Osborne Partners Capital Management, LLC––––Not filed
Hazlett, Burt & Watson, Inc.––––Not filed
Auxier Asset Management––––Not filed
Defiance ETFs, LLC––––Not filed
Western Pacific Wealth Management, LP––––Not filed
Arcataur Capital Management LLC––––Not filed
Goldstein Advisors, LLC––––Not filed
Investor's Fiduciary Advisor Network, LLC––––Not filed
Mogy Joel R Investment Counsel Inc––––Not filed
Hilltop Holdings Inc.––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Palisade Capital Management LLC––––Not filed
TAGStone Capital, Inc.––––Not filed
Bahl & Gaynor Inc––––Not filed
Client 1st Advisory Group, LLC––––Not filed
Alta Advisers Ltd––––Not filed
Defined Wealth Management, LLC––––Not filed
Blueshift Asset Management, LLC––––Not filed
Heritage Wealth Management, Inc.––––Not filed
Aspetuck Financial Management LLC––––Not filed
Gryphon Financial Partners LLC––––Not filed
Journey Advisory Group, LLC––––Not filed
WealthPLAN Partners, LLC––––Not filed
Accurate Wealth Management, LLC––––Not filed
RW Investment Management LLC––––Not filed
J. Team Financial, Inc.––––Not filed
Weaver Capital Management LLC––––Not filed
Apriem Advisors––––Not filed
PFG Investments, LLC––––Not filed
CMG Global Holdings, LLC––––Not filed
Sompo Asset Management Co., Ltd.––––Not filed
WSFS Capital Management, LLC––––Not filed
Ellevest, Inc.––––Not filed
Rehmann Capital Advisory Group––––Not filed
Landmark Wealth Management, LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Family Legacy, Inc.––––Not filed
Boston Trust Walden Corp––––Not filed
Jackson Creek Investment Advisors LLC––––Not filed
Soltis Investment Advisors LLC––––Not filed
Smith Thornton Advisors LLC––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Cozad Asset Management Inc––––Not filed
Balboa Wealth Partners––––Not filed
Lazari Capital Management, Inc.––––Not filed
Kera Capital Partners, Inc.––––Not filed
FMB Wealth Management––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Virtue Capital Management, LLC––––Not filed
Garrison Point Advisors, LLC––––Not filed
KRS Capital Management, LLC––––Not filed
Strategic Financial Services, Inc,––––Not filed
Ofi Invest Asset Management––––Not filed
Evolve Private Wealth, LLC––––Not filed
Evergreen Wealth Solutions, LLC––––Not filed
E Fund Management Co., Ltd.––––Not filed
RMR Wealth Builders––––Not filed
Severin Investments, LLC––––Not filed
Greykasell Wealth Strategies, Inc.––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
Rothschild Capital Partners, LLC––––Not filed
Alpha Family Trust––––Not filed
Sand Hill Global Advisors, LLC––––Not filed
Investors Asset Management of Georgia Inc––––Not filed
PFG Advisors––––Not filed
Beta Wealth Group, Inc.––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Arista Wealth Management, LLC––––Not filed
PCM Encore, LLC––––Not filed
WNY Asset Management, LLC––––Not filed
Sound Income Strategies, LLC––––Not filed
Sjbenen Advisory, LLC––––Not filed
Mission Creek Capital Partners, Inc.––––Not filed
SS&H Financial Advisors, Inc.––––Not filed
WESPAC Advisors SoCal, LLC––––Not filed
Mayflower Financial Advisors, LLC––––Not filed
LMR Partners LLP––––Not filed
Simplicity Wealth,LLC––––Not filed