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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
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
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: 2,146 institutionsQ3 2025: 2,174 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 20252,174$139.2B
Q2 20252,146$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
Oliver Luxxe Assets LLC––––Not filed
Merit Financial Group, LLC––––Not filed
Dai-Ichi Life Insurance Company, Ltd––––Not filed
Salvus Wealth Management, LLC––––Not filed
Investment Research & Advisory Group, Inc.––––Not filed
Citizens Business Bank––––Not filed
Americana Partners, LLC––––Not filed
Pacific Capital Partners Ltd––––Not filed
Central Pacific Bank - Trust Division––––Not filed
Condor Capital Management––––Not filed
Prentiss Smith & Co Inc––––Not filed
LaFleur & Godfrey LLC––––Not filed
Legal Advantage Investments, Inc.––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Twin Lakes Capital Management, LLC––––Not filed
Plato Investment Management Ltd––––Not filed
American Trust Investment Advisors, LLC––––Not filed
Siemens Fonds Invest GmbH––––Not filed
MUFG Securities EMEA plc––––Not filed
AMG National Trust Bank––––Not filed
Scotia Capital Inc.––––Not filed
Metis Global Partners, LLC––––Not filed
Bokf, NA––––Not filed
National Philanthropic Trust––––Not filed
Conning Inc.––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
Savant Capital, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Private Advisor Group, LLC––––Not filed
Raiffeisen Bank International AG––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Gamco Investors, Inc. Et Al––––Not filed
Klein Pavlis & Peasley Financial, Inc.––––Not filed
Lincoln Capital Corp––––Not filed
Graham Capital Management, L.P.––––Not filed
GAM Holding AG––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
BLI - Banque de Luxembourg Investments––––Not filed
Thompson Siegel & Walmsley LLC––––Not filed
PEAK6 LLC––––Not filed
Commerzbank Aktiengesellschaft––––Not filed
AlTi Global, Inc.––––Not filed
William Allan, LLC––––Not filed
Kingsview Wealth Management, LLC––––Not filed
Resources Investment Advisors, LLC.––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Lincoln Capital LLC––––Not filed
Osmosis Investment Management UK Ltd––––Not filed
Delaney Dennis R––––Not filed
First American Bank––––Not filed
Perkins Coie Trust Co––––Not filed
Pittenger & Anderson Inc––––Not filed
Somerville Kurt F––––Not filed
Algert Global LLC––––Not filed
GAMMA Investing LLC––––Not filed
Provident Investment Management, Inc.––––Not filed
Puzo Michael J––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
Harrington Investments, INC––––Not filed
Red Spruce Capital, LLC––––Not filed
Badgley Phelps Wealth Managers, LLC––––Not filed
Equitable Holdings, Inc.––––Not filed
NBC Securities, Inc.––––Not filed
Brookstone Capital Management––––Not filed
Hudson Valley Investment Advisors Inc––––Not filed
HB Wealth Management, LLC––––Not filed
Leelyn Smith, LLC––––Not filed
Stenger Family Office, LLC––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Daymark Wealth Partners, LLC––––Not filed
Intrinsic Value Partners, LLC––––Not filed
Dark Forest Capital Management LP––––Not filed
Independent Advisor Alliance––––Not filed
Allworth Financial LP––––Not filed
Bailard, Inc.––––Not filed
Prospera Financial Services Inc––––Not filed
Empirical Finance, LLC––––Not filed
Colonial Trust Co––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
RNC Capital Management LLC––––Not filed
Citizens Financial Group Inc––––Not filed
Keybank National Association––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Natixis––––Not filed
Arini Captial Management Ltd––––Not filed
Vise Technologies, Inc.––––Not filed
Greenleaf Trust––––Not filed
Clean Yield Group––––Not filed
MUFG Securities Americas Inc.––––Not filed
Voya Financial Advisors, Inc.––––Not filed
Patriot Financial Group Insurance Agency, LLC––––Not filed
Nicolet Bankshares Inc––––Not filed
Arq Wealth Advisors, LLC––––Not filed
Hixon Zuercher, LLC––––Not filed
Capital Analysts, LLC––––Not filed
Strategic Global Advisors, LLC––––Not filed
North Dakota State Investment Board––––Not filed
Victrix Investment Advisors––––Not filed
Hunter Perkins Capital Management, LLC––––Not filed
Securian Asset Management, Inc––––Not filed