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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, Q2 2026

Institutional positions in Schwab Charles Corp as of Jun 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

Institutional holders
2,318
+9 vs. Q1 2026
Shares held
1.44B
+31.9M (+2.3%) vs. Q1 2026
Total value
$133.8B
+$543.3M (+0.4%) vs. Q1 2026
New holders
169
906 more added
Sold out
160
963 more reduced

31 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 2,318 institutions
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 heldQ2 2026: $133.8B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2026.

Institutions holding SCHW in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Freestone Grove Partners LP1$920.00%−680,817−100.0%Reduced
Napier Financial, LLC1$920.00%−222−99.6%Reduced
Midwest Capital Advisors, LLC1$930.00%+1New
Financially Speaking Inc1$940.00%00.0%Unchanged
Strive Financial Group ,LLC3$2770.00%+3New
Cordant, Inc.3$3110.00%+3New
Y.D. More Investments Ltd1,052$3260.00%−15−1.4%Reduced
Rakuten Securities, Inc.4$3690.00%+1+33.3%Added
Redwood Park Advisors LLC4$3700.00%−7−63.6%Reduced
Maryland Capital Advisors Inc.4$3700.00%+4New
NorthAvenue LLC7$6460.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd8$7380.00%−5,978−99.9%Reduced
Mechanics Financial Corp10$9230.00%+10New
Downshift Financial, LLC10$9230.00%+10New
Atlantic Private Wealth, LLC10$9250.00%00.0%Unchanged
Navigoe, LLC13$1.00K0.00%+13New
Southern Michigan Bank & Trust11$1.01K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC11$1.01K0.00%+11New
Phillip James Consulting Co.12$1.11K0.00%00.0%Unchanged
Basepoint Wealth LLC12$1.13K0.00%00.0%Unchanged
Register Financial Advisors LLC13$1.20K0.00%−36−73.5%Reduced
Mosley Wealth Management13$1.20K0.00%+13New
Copia Wealth Management14$1.29K0.00%+14New
Halbert Hargrove Global Advisors, LLC16$1.48K0.00%+16New
Decker Retirement Planning Inc.17$1.57K0.00%+17New
Key Capital Management, INC19$1.75K0.00%−21−52.5%Reduced
Aspect Partners, LLC19$1.75K0.00%00.0%Unchanged
Quarry LP20$1.84K0.00%−1,129−98.3%Reduced
Whipplewood Advisors, LLC20$1.84K0.00%−209−91.3%Reduced
Strengthening Families & Communities, LLC20$1.84K0.00%+20New
Spectrum Wealth Advisory Group, LLC20$1.85K0.00%+20New
DHJJ Financial Advisors, Ltd.20$1.86K0.00%00.0%Unchanged
Oakmont Advisory Group, LLC21$1.94K0.00%+21New
Atomic Invest LLC23$2.04K0.00%−75−76.5%Reduced
Fairman Group, LLC23$2.12K0.00%00.0%Unchanged
Vision Retirement, LLC27$2.49K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.27$2.49K0.00%00.0%Unchanged
DecisionPoint Financial, LLC28$2.70K0.00%+11+64.7%Added
Elevated Capital Advisors, LLC30$2.77K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC30$2.77K0.00%00.0%Unchanged
PlanVest Financial, Inc30$2.78K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC32$2.95K0.00%+32New
Lloyd Advisory Services, LLC.33$3.04K0.00%−81−71.1%Reduced
1620 Investment Advisors, Inc.33$3.04K0.00%00.0%Unchanged
PayPay Securities Corp34$3.14K0.12%00.0%Unchanged
Marshall Investment Management, LLC34$3.14K0.00%+34New
Minot DeBlois Advisors LLC35$3.23K0.00%00.0%Unchanged
Benson Wealth Management INC35$3.23K0.00%00.0%Unchanged
Hoey Investments, Inc39$3.60K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.40$3.69K0.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management40$3.69K0.00%+40New
CBIZ Investment Advisory Services, LLC42$3.95K0.00%00.0%Unchanged
Ogorek Anthony Joseph53$4.00K0.00%−139−72.4%Reduced
ROSS\JOHNSON & Associates LLC44$4.06K0.06%+2+4.8%Added
HFM Investment Advisors, LLC44$4.06K0.00%+20+83.3%Added
Tounjian Advisory Partners, LLC44$4.06K0.00%+44New
LifeSteps Financial, Inc.46$4.24K0.00%+46New
1015 Capital Partners, LLC49$4.52K0.00%−2−3.9%Reduced
Paladin Advisory Group, LLC52$4.80K0.00%00.0%Unchanged
Tidemark, LLC55$5.08K0.00%−9−14.1%Reduced
Nvest Wealth Strategies, Inc.55$5.08K0.00%−6−9.8%Reduced
Burk Holdings LLC57$5.26K0.00%−33−36.7%Reduced
1 North Wealth Services LLC57$5.26K0.00%00.0%Unchanged
WestEnd Advisors, LLC57$5.26K0.00%+2+3.6%Added
Torren Management, LLC57$5.30K0.00%00.0%Unchanged
McGuire Capital Advisors Inc58$5.35K0.00%−84−59.2%Reduced
Jackson, Grant Investment Advisers, Inc.62$5.72K0.00%00.0%Unchanged
Ameriflex Group, Inc.64$5.91K0.00%+60+1,500.0%Added
Retirement Wealth Solutions LLC68$6.28K0.00%−30−30.6%Reduced
Hilton Head Capital Partners, LLC69$6.37K0.00%00.0%Unchanged
Orion Capital Management LLC71$6.60K0.00%00.0%Unchanged
Holos Integrated Wealth LLC65$6.63K0.00%00.0%Unchanged
Winch Advisory Services, LLC84$6.91K0.00%00.0%Unchanged
United Financial Planning Group LLC75$6.92K0.00%00.0%Unchanged
Centerpoint Advisors, LLC77$7.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.83$7.66K0.00%00.0%Unchanged
Raleigh Capital Management Inc.83$7.67K0.00%−29−25.9%Reduced
Marquette Asset Management, LLC86$7.94K0.00%+24+38.7%Added
TFC Financial Management88$8.13K0.00%+11+14.3%Added
Reyes Financial Architecture, Inc.90$8.30K0.00%00.0%Unchanged
IMG Wealth Management, Inc.91$8.40K0.00%−151−62.4%Reduced
Centennial Bank92$8.49K0.00%00.0%Unchanged
Activest Wealth Management96$8.86K0.00%−492−83.7%Reduced
Planning Strategies Inc.98$9.04K0.01%+98New
Kilter Group LLC99$9.13K0.00%−4−3.9%Reduced
Sfam, LLC100$9.23K0.01%00.0%Unchanged
Avalon Trust Co100$9.23K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$9.23K0.00%00.0%Unchanged
Monetary Solutions, Ltd100$9.23K0.01%00.0%Unchanged
Evolution Wealth Management Inc.104$9.60K0.01%−26−20.0%Reduced
Pacifica Partners Inc.101$9.80K0.00%−1,065−91.3%Reduced
Abound Wealth Management107$9.85K0.00%−222−67.5%Reduced
Newbridge Financial Services Group, Inc.108$9.95K0.00%−250−69.8%Reduced
Gleason Group, Inc.108$9.96K0.00%+108New
Contravisory Investment Management, Inc.112$10.3K0.00%00.0%Unchanged
Creative Capital Management Investments LLC112$10.3K0.00%+112New
Foster Dykema Cabot & Partners, LLC116$10.7K0.00%+100+625.0%Added
Icon Advisers Inc120$11.1K0.00%+120New
High Note Wealth, LLC121$11.2K0.00%−51−29.7%Reduced
Consultiva Wealth Management, Corp.121$11.2K0.03%00.0%Unchanged