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 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.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	2,174	$139.2B
Q2 2025	2,146	$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
Sanibel Captiva Trust Company, Inc.	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
Secure Asset Management, LLC	–	–	–	–	Not filed
Malaga Cove Capital, LLC	–	–	–	–	Not filed
SGL Investment Advisors, Inc.	–	–	–	–	Not filed
Tandem Capital Management Corp	–	–	–	–	Not filed
Rossmore Private Capital	–	–	–	–	Not filed
Delta Capital Management LLC	–	–	–	–	Not filed
SAM Advisors, LLC	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Main Street Research LLC	–	–	–	–	Not filed
DLK Investment Management, LLC	–	–	–	–	Not filed
Community Financial Services Group, LLC	–	–	–	–	Not filed
First National Advisers, LLC	–	–	–	–	Not filed
Chatham Capital Group, Inc.	–	–	–	–	Not filed
180 Wealth Advisors, LLC	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
Lee Danner & Bass Inc	–	–	–	–	Not filed
Miracle Mile Advisors, LLC	–	–	–	–	Not filed
Kestra Private Wealth Services, LLC	–	–	–	–	Not filed
Kentucky Retirement Systems Insurance Trust Fund	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
East Coast Asset Management, LLC.	–	–	–	–	Not filed
Sciencast Management LP	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Eagle Bluffs Wealth Management LLC	–	–	–	–	Not filed
LS Investment Advisors, LLC	–	–	–	–	Not filed
Sculati Wealth Management, LLC	–	–	–	–	Not filed
Gotham Asset Management, LLC	–	–	–	–	Not filed
AE Wealth Management LLC	–	–	–	–	Not filed
Anchor Investment Management, LLC	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
First Long Island Investors, LLC	–	–	–	–	Not filed
Elefante Mark B	–	–	–	–	Not filed
Ashton Thomas Private Wealth, LLC	–	–	–	–	Not filed
Buttonwood Financial Advisors Inc.	–	–	–	–	Not filed
LGT Group Foundation	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
Destination Wealth Management	–	–	–	–	Not filed
Diversify Advisory Services, LLC	–	–	–	–	Not filed
Diversify Wealth Management, LLC	–	–	–	–	Not filed
Goelzer Investment Management, Inc.	–	–	–	–	Not filed
Brighton Jones LLC	–	–	–	–	Not filed
E. Ohman J:or Asset Management AB	–	–	–	–	Not filed
Courier Capital LLC	–	–	–	–	Not filed
Apollon Wealth Management, LLC	–	–	–	–	Not filed
Conscious Wealth Investments, LLC	–	–	–	–	Not filed
HF Advisory Group, LLC	–	–	–	–	Not filed
Wesbanco Bank Inc	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
Mengis Capital Management, Inc.	–	–	–	–	Not filed
Great Valley Advisor Group, Inc.	–	–	–	–	Not filed
Lantern Wealth Advisors, LLC	–	–	–	–	Not filed
Verition Fund Management LLC	–	–	–	–	Not filed
Asio Capital, LLC	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
TCW Group Inc	–	–	–	–	Not filed
Pine Haven Investment Counsel, Inc	–	–	–	–	Not filed
Spectrum Asset Management, Inc. (NB/CA)	–	–	–	–	Not filed
Bryn Mawr Trust Co	–	–	–	–	Not filed
Community Trust & Investment Co	–	–	–	–	Not filed
Dorsey & Whitney Trust CO LLC	–	–	–	–	Not filed
Montag A & Associates Inc	–	–	–	–	Not filed
Marble Wealth, LLC	–	–	–	–	Not filed
Fiduciary Group LLC	–	–	–	–	Not filed
Kidder Stephen W	–	–	–	–	Not filed
Nelson Capital Management, LLC	–	–	–	–	Not filed
Means Investment Co., Inc.	–	–	–	–	Not filed
Barnes Dennig Private Wealth Management LLC	–	–	–	–	Not filed
Stableford Capital II LLC	–	–	–	–	Not filed
GeoWealth Management, LLC	–	–	–	–	Not filed
Johnson Investment Counsel Inc	–	–	–	–	Not filed
Summit Financial, LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Twin Capital Management Inc	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Rathbone Brothers plc	–	–	–	–	Not filed
Stonebridge Capital Advisors LLC	–	–	–	–	Not filed
Vestcor Inc	–	–	–	–	Not filed
Fiduciary Financial Group, LLC	–	–	–	–	Not filed
Envestnet Portfolio Solutions, Inc.	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
Fearless Solutions, LLC dba Best Invest	–	–	–	–	Not filed
Inkwell Capital LLC	–	–	–	–	Not filed
Linscomb & Williams, Inc.	–	–	–	–	Not filed
Notis-McConarty Edward	–	–	–	–	Not filed
Central Bank & Trust Co	–	–	–	–	Not filed
Sepio Capital, LP	–	–	–	–	Not filed
FSB Premier Wealth Management, Inc.	–	–	–	–	Not filed
Kestra Investment Management, LLC	–	–	–	–	Not filed
Annandale Capital, LLC	–	–	–	–	Not filed
Everence Capital Management Inc	–	–	–	–	Not filed
Mount Yale Investment Advisors, LLC	–	–	–	–	Not filed
Ally Financial Inc.	–	–	–	–	Not filed
Resonant Capital Advisors, LLC	–	–	–	–	Not filed
Signal Advisors Wealth, LLC	–	–	–	–	Not filed
Twin City Private Wealth, LLC	–	–	–	–	Not filed
Cascade Investment Advisors, Inc.	–	–	–	–	Not filed
American Trust	–	–	–	–	Not filed