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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 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.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: 2,145 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
Broderick Brian C––––Not filed
Financial Advisory Partners, LLC––––Not filed
LRT Capital Management, LLC––––Not filed
Financiere des Professionnels - Fonds d,investissement inc.––––Not filed
Webster Bank, N. A.––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Agf Management Ltd––––Not filed
Chemistry Wealth Management LLC––––Not filed
Partners Capital Investment Group, LLP––––Not filed
Crux Wealth Advisors––––Not filed
Choate Investment Advisors––––Not filed
Lakehouse Capital Pty Ltd––––Not filed
MASTERINVEST Kapitalanlage GmbH––––Not filed
Harfst & Associates, Inc.––––Not filed
Finer Wealth Management, Inc.––––Not filed
Decatur Capital Management, Inc.––––Not filed
CWA Asset Management Group, LLC––––Not filed
Oakmont Investment Advisors, Inc.––––Not filed
Beacon Financial Group––––Not filed
Strata Wealth Advisors, LLC––––Not filed
Chaney Capital Management, Inc.––––Not filed
Tema ETFs LLC––––Not filed
Parsonex Advisory Services, Inc.––––Not filed
Smithbridge Asset Management Inc––––Not filed
Cary Street Partners Financial LLC––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Gill Capital Partners, LLC––––Not filed
GPM Growth Investors, Inc.––––Not filed
Signaturefd, LLC––––Not filed
Alerus Financial NA––––Not filed
Royal Palms Capital LLC––––Not filed
Compass Wealth Management LLC––––Not filed
Mraz, Amerine & Associates, Inc.––––Not filed
Carmel Capital Partners, LLC––––Not filed
Hager Investment Management Services, LLC––––Not filed
Harbor Capital Advisors, Inc.––––Not filed
Capital Advisors Inc––––Not filed
John G Ullman & Associates Inc––––Not filed
Scott & Selber, Inc.––––Not filed
Westview Management dba Westview Investment Advisors––––Not filed
Iowa State Bank––––Not filed
Resolute Capital Asset Partners LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Juno Financial Group LLC––––Not filed
IFG Advisory, LLC––––Not filed
V-Square Quantitative Management LLC––––Not filed
Capital Investment Advisory Services, LLC––––Not filed
Kinneret Advisory, LLC––––Not filed
Capital International Inc––––Not filed
FORA Capital, LLC––––Not filed
Canandaigua National Bank & Trust Co––––Not filed
Texas Yale Capital Corp.––––Not filed
Dempze Nancy E––––Not filed
Sterling Investment Advisors, Ltd.––––Not filed
JT Stratford LLC––––Not filed
Ritholtz Wealth Management––––Not filed
Bridgeway Capital Management, LLC––––Not filed
Pettyjohn, Wood & White, Inc––––Not filed
Bridgewater Associates, LP––––Not filed
TCG Advisory Services, LLC––––Not filed
Centaurus Financial, Inc.––––Not filed
Dakota Wealth Management––––Not filed
Meiji Yasuda Life Insurance Co––––Not filed
Wynn Capital, LLC––––Not filed
Buckingham Strategic Partners––––Not filed
Coldstream Capital Management Inc––––Not filed
Norden Group LLC––––Not filed
Vontobel Holding Ltd.––––Not filed
Martin Capital Advisors, LLP––––Not filed
Vaughan David Investments LLC––––Not filed
Mount Vernon Associates Inc––––Not filed
Cypress Capital, LLC––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Gs Investments, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Roundview Capital LLC––––Not filed
Garrison Bradford & Associates Inc––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Cetera Trust Company, N.A––––Not filed
Hudson Canyon Capital Management––––Not filed
Greenup Street Wealth Management LLC––––Not filed
Roberts Wealth Advisors, LLC––––Not filed
HBK Sorce Advisory LLC––––Not filed
Kozak & Associates, Inc.––––Not filed
Correct Capital Wealth Management––––Not filed
L2 Asset Management, LLC––––Not filed
Ascent Wealth Partners, LLC––––Not filed
Ballentine Partners, LLC––––Not filed
iA Global Asset Management Inc.––––Not filed
Banque Cantonale Vaudoise––––Not filed
Advisory Services Network, LLC––––Not filed
Insigneo Advisory Services, LLC––––Not filed
LGT Fund Management Co Ltd.––––Not filed
Cannon Capital Management, Inc.––––Not filed
WealthPlan Investment Management, LLC––––Not filed
Aspen Investment Management Inc––––Not filed
Pinnacle Associates Ltd––––Not filed
Trust Co of Vermont––––Not filed
Simmons Bank––––Not filed
Annis Gardner Whiting Capital Advisors, LLC––––Not filed