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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
Greenfield Savings Bank––––Not filed
Gambit Capital Management, LLC––––Not filed
KLCM Advisors, Inc.––––Not filed
Monograph Wealth Advisors, LLC––––Not filed
Jericho Financial, LLP––––Not filed
Fiduciary Trust Co––––Not filed
Forefront Wealth Partners, LLC––––Not filed
Canvas Wealth Advisors, LLC––––Not filed
LVW Advisors, LLC––––Not filed
Steel Peak Wealth Management LLC––––Not filed
Diligent Investors, LLC––––Not filed
First Bank & Trust––––Not filed
Centurion Wealth Management LLC––––Not filed
Mason & Associates Inc––––Not filed
Haverford Trust Co––––Not filed
Lebenthal Global Advisors, LLC––––Not filed
Intrust Bank NA––––Not filed
JTC Employer Solutions Trusteee Ltd––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Sivia Capital Partners, LLC––––Not filed
Unify Financial Advisors––––Not filed
Baader Bank INC––––Not filed
Traynor Capital Management, Inc.––––Not filed
Prairie Wealth Advisors, Inc.––––Not filed
Biltmore Family Office, LLC––––Not filed
Delta Investment Management, LLC––––Not filed
Burling Wealth Partners, LLC––––Not filed
Crescent Grove Advisors, LLC––––Not filed
One Wealth Advisors, LLC––––Not filed
Enzi Wealth––––Not filed
Willow Creek Capital Management, Inc.––––Not filed
Meridian Wealth Management, LLC––––Not filed
Pointe Capital Management LLC––––Not filed
Keystone Financial Group––––Not filed
BSW Wealth Partners––––Not filed
Tempus Wealth Planning, LLC––––Not filed
Quotient Wealth Partners, LLC––––Not filed
Palacios Wealth Management, LLC––––Not filed
Sawgrass Asset Management LLC––––Not filed
Cromwell Holdings LLC––––Not filed
DAGCO, Inc.––––Not filed
Alliance Wealth Advisors, LLC––––Not filed
Williams Jones Wealth Management, LLC.––––Not filed
Moss Adams Wealth Advisors LLC––––Not filed
BlackDiamond Wealth Management Inc.––––Not filed
Montchanin Asset Management, LLC––––Not filed
Parcion Private Wealth LLC––––Not filed
Maridea Wealth Management LLC––––Not filed
Third View Private Wealth, LLC––––Not filed
Burke & Herbert Bank & Trust Co––––Not filed
Oakworth Capital, Inc.––––Not filed
Root Financial Partners, LLC––––Not filed
Addison Advisors LLC––––Not filed
Ledyard National Bank––––Not filed
CNB Bank––––Not filed
Keel Point, LLC––––Not filed
Smith, Moore & Co.––––Not filed
FSM Wealth Advisors, LLC––––Not filed
Trace Wealth Advisors, LLC––––Not filed
Income Insurance Ltd––––Not filed
Claro Advisors LLC––––Not filed
Fulton Bank, N.A.––––Not filed
David R. Rahn & Associates Inc.––––Not filed
Keystone Wealth Services, LLC––––Not filed
Advisor OS, LLC––––Not filed
Fukoku Mutual Life Insurance Co––––Not filed
New Republic Capital, LLC––––Not filed
BBR Partners, LLC––––Not filed
Viewpoint Capital Management LLC––––Not filed
Advisory Alpha, LLC––––Not filed
Keyvantage Wealth, LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Operose Advisors LLC––––Not filed
Azimuth Capital Investment Management LLC––––Not filed
Oversea-Chinese Banking CORP Ltd––––Not filed
Ocean Capital Management, LLC––––Not filed
Centiva Capital, LP––––Not filed
Westmount Partners, LLC––––Not filed
Orrstown Financial Services Inc––––Not filed
Quantum Financial Advisors, LLC––––Not filed
ING Groep NV––––Not filed
Facet Wealth, Inc.––––Not filed
Lountzis Asset Management, LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Princeton Capital Management LLC––––Not filed
Anchyra Partners LLC––––Not filed
Affinity Capital Advisors, LLC––––Not filed
Clear Creek Financial Management, LLC––––Not filed
West Family Investments, Inc.––––Not filed
DRW Securities, LLC––––Not filed
Up Strategic Wealth Investment Advisors LLC––––Not filed
Spears Abacus Advisors LLC––––Not filed
Eagle Wealth Strategies LLC––––Not filed
Principle Wealth Partners LLC––––Not filed
Clark Capital Management Group, Inc.––––Not filed
Brookwood Investment Group LLC––––Not filed
Commonwealth Retirement Investments LLC––––Not filed
LBMC Investment Advisors, LLC––––Not filed
Hopwood Financial Services, Inc.––––Not filed
Old Mission Investment Co LLC––––Not filed