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.
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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 6,889 | $635.6K | 0.05% | +764+12.5% | Added |
| Mogy Joel R Investment Counsel Inc | 6,897 | $636.4K | 0.04% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 6,924 | $638.0K | 0.22% | −3,853−35.8% | Reduced |
| Goldstein Advisors, LLC | 6,916 | $638.1K | 0.06% | +6,916 | New |
| Arcataur Capital Management LLC | 6,922 | $638.7K | 0.16% | +104+1.5% | Added |
| Western Pacific Wealth Management, LP | 6,960 | $642.2K | 0.58% | +1,545+28.5% | Added |
| Defiance ETFs, LLC | 6,725 | $644.1K | 0.01% | +1,152+20.7% | Added |
| Auxier Asset Management | 6,993 | $645.2K | 0.09% | +25+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 6,986 | $646.0K | 0.17% | +1,153+19.8% | Added |
| Osborne Partners Capital Management, LLC | 7,029 | $648.6K | 0.04% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 7,035 | $649.1K | 0.09% | −8,054−53.4% | Reduced |
| MOR Wealth Management, LLC | 7,070 | $652.3K | 0.26% | +3,295+87.3% | Added |
| Relyea Zuckerberg Hanson LLC | 7,077 | $653.0K | 0.05% | +160+2.3% | Added |
| OneAscent Financial Services LLC | 7,101 | $655.2K | 0.03% | −909−11.3% | Reduced |
| Leonteq Securities AG | 7,109 | $655.9K | 0.04% | +611+9.4% | Added |
| Novem Group | 7,125 | $657.3K | 0.07% | −354−4.7% | Reduced |
| Argentarii, LLC | 6,137 | $661.0K | 0.20% | +3,780+160.4% | Added |
| Fiduciary Family Office, LLC | 7,175 | $662.0K | 0.17% | +2,830+65.1% | Added |
| Advisortrust Partners, LLC | 7,177 | $662.2K | 0.23% | +1,030+16.8% | Added |
| Vann Equity Management LLC | 7,190 | $663.4K | 0.40% | +398+5.9% | Added |
| Accredited Investors Inc. | 7,286 | $672.3K | 0.03% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 7,286 | $672.3K | 0.51% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,304 | $673.9K | 0.01% | −9,241−55.9% | Reduced |
| Vigilare Wealth Management | 7,308 | $674.3K | 0.21% | −55−0.7% | Reduced |
| Naviter Wealth, LLC | 7,321 | $675.5K | 0.06% | +289+4.1% | Added |
| Opal Wealth Advisors, LLC | 7,324 | $675.8K | 0.15% | +2,907+65.8% | Added |
| Cambria Investment Management, L.P. | 7,348 | $678.0K | 0.03% | +1,187+19.3% | Added |
| Level Four Advisory Services, LLC | 7,365 | $679.6K | 0.02% | +1,391+23.3% | Added |
| Compass Advisory Group LLC | 7,375 | $680.5K | 0.16% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 7,385 | $681.4K | 0.31% | +147+2.0% | Added |
| Unified Investment Management | 7,401 | $682.9K | 0.64% | +12+0.2% | Added |
| Founders Financial Securities LLC | 7,452 | $687.6K | 0.04% | −132−1.7% | Reduced |
| Carson Advisory Inc. | 7,468 | $689.1K | 0.32% | +911+13.9% | Added |
| VestGen Advisors, LLC | 7,479 | $690.1K | 0.02% | +1,149+18.2% | Added |
| Massmutual Trust Co FSB | 7,482 | $690.4K | 0.02% | −540−6.7% | Reduced |
| Triad Wealth Partners, LLC | 6,548 | $693.3K | 0.04% | −7,643−53.9% | Reduced |
| LCNB Corp | 7,528 | $694.6K | 0.21% | −219−2.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 7,533 | $695.1K | 0.54% | +965+14.7% | Added |
| Proficio Capital Partners LLC | 7,549 | $696.6K | 0.03% | +7,549 | New |
| Mosaic Family Wealth Partners, LLC | 7,643 | $705.2K | 0.05% | +7,643 | New |
| Shum Financial Group, Inc. | 7,677 | $708.4K | 0.43% | +1,369+21.7% | Added |
| Old Port Advisors | 7,686 | $709.2K | 0.14% | +20.0% | Added |
| Bragg Financial Advisors, Inc | 7,687 | $709.3K | 0.02% | −128−1.6% | Reduced |
| Bridgewater Advisors Inc. | 6,706 | $710.0K | 0.04% | −46−0.7% | Reduced |
| Tred Avon Family Wealth, LLC | 7,707 | $711.1K | 0.22% | +10.0% | Added |
| SFMG, LLC | 7,723 | $712.6K | 0.04% | −641−7.7% | Reduced |
| Heartland Bank & Trust Co | 7,723 | $712.6K | 0.15% | −85−1.1% | Reduced |
| Viawealth, LLC | 7,740 | $714.2K | 0.36% | 00.0% | Unchanged |
| Dutch Asset Corp | 7,750 | $715.1K | 0.36% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 7,760 | $716.0K | 0.04% | −883−10.2% | Reduced |
| Net Worth Advisory Group | 7,828 | $722.3K | 0.18% | −164−2.1% | Reduced |
| Platform Technology Partners | 7,850 | $724.3K | 0.12% | −228−2.8% | Reduced |
| Tactive Advisors, LLC | 7,858 | $725.1K | 0.18% | −1,233−13.6% | Reduced |
| Western Wealth Management, LLC | 7,868 | $726.0K | 0.02% | +158+2.0% | Added |
| Okabena Investment Services Inc | 7,881 | $727.2K | 0.13% | −82−1.0% | Reduced |
| Cypress Wealth Services, LLC | 7,888 | $727.8K | 0.09% | −815−9.4% | Reduced |
| Freestone Capital Holdings, LLC | 7,888 | $727.8K | 0.02% | −157−2.0% | Reduced |
| Optas, LLC | 7,937 | $732.4K | 0.10% | +1,169+17.3% | Added |
| Mather Group, LLC. | 7,944 | $733.0K | 0.01% | +401+5.3% | Added |
| Klingman & Associates, LLC | 7,948 | $733.4K | 0.03% | −469−5.6% | Reduced |
| Bingham Private Wealth, LLC | 8,015 | $739.6K | 0.51% | +2,351+41.5% | Added |
| Intrepid Financial Planning Group LLC | 8,027 | $740.7K | 0.25% | +100+1.3% | Added |
| Affinity Investment Advisors, LLC | 8,029 | $740.8K | 0.38% | +319+4.1% | Added |
| Kennebec Savings Bank | 8,037 | $741.6K | 0.60% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 8,042 | $742.0K | 0.31% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 8,048 | $742.6K | 0.06% | +95+1.2% | Added |
| Verity Asset Management, Inc. | 8,048 | $742.6K | 0.28% | +229+2.9% | Added |
| IHT Wealth Management, LLC | 8,056 | $743.3K | 0.02% | −18−0.2% | Reduced |
| Lyell Wealth Management, LP | 8,078 | $745.4K | 0.05% | 00.0% | Unchanged |
| JB Capital LLC | 8,082 | $745.7K | 0.03% | −10,501−56.5% | Reduced |
| RFG Advisory, LLC | 8,084 | $745.9K | 0.01% | −745−8.4% | Reduced |
| Capula Management Ltd | 8,094 | $746.8K | 0.00% | +1,754+27.7% | Added |
| R Squared Ltd | 8,099 | $747.3K | 0.39% | +8,099 | New |
| Sky Investment Group LLC | 8,145 | $751.5K | 0.12% | +1,260+18.3% | Added |
| Sigma Investment Counselors Inc | 8,149 | $752.0K | 0.04% | +4,784+142.2% | Added |
| Sterling Investment Counsel, LLC | 8,158 | $752.7K | 0.18% | +1,466+21.9% | Added |
| CVA Family Office, LLC | 8,211 | $757.7K | 0.07% | −133−1.6% | Reduced |
| HMV Wealth Advisors, LLC | 8,249 | $761.1K | 0.30% | 00.0% | Unchanged |
| St Germain D J Co Inc | 8,261 | $762.2K | 0.03% | +63+0.8% | Added |
| Ramirez Asset Management, Inc. | 8,307 | $766.5K | 0.08% | −6−0.1% | Reduced |
| Nilsine Partners, LLC | 8,319 | $767.6K | 0.05% | −777−8.5% | Reduced |
| Legacy Capital Group California, Inc. | 8,323 | $767.9K | 0.23% | −222−2.6% | Reduced |
| Parkside Financial Bank & Trust | 8,386 | $773.7K | 0.05% | −189−2.2% | Reduced |
| Fidelis Capital Partners, LLC | 8,389 | $774.1K | 0.04% | −258−3.0% | Reduced |
| Independent Financial Group, LLC | 8,411 | $776.1K | 0.01% | +458+5.8% | Added |
| Atlas Capital Advisors LLC | 8,423 | $777.2K | 0.09% | +7,306+654.1% | Added |
| Sigma Planning Corp | 8,448 | $779.5K | 0.02% | −10,073−54.4% | Reduced |
| Boltwood Capital Management | 8,460 | $780.6K | 0.18% | +423+5.3% | Added |
| Capital Investment Advisors, LLC | 8,504 | $784.7K | 0.01% | −543−6.0% | Reduced |
| TownSquare Capital, LLC | 8,508 | $785.0K | 0.14% | +484+6.0% | Added |
| Regatta Capital Group, LLC | 8,566 | $790.4K | 0.11% | −231−2.6% | Reduced |
| Bluedoor Private Wealth, LLC | 8,567 | $790.5K | 0.33% | +46+0.5% | Added |
| Bright Futures Wealth Management, LLC. | 8,569 | $790.6K | 0.51% | −1,005−10.5% | Reduced |
| Leavell Investment Management, Inc. | 8,573 | $791.0K | 0.03% | −551−6.0% | Reduced |
| Oregon Pacific Wealth Management, LLC | 8,598 | $793.3K | 0.74% | −149−1.7% | Reduced |
| Integral Investment Advisors, Inc. | 8,659 | $798.9K | 0.18% | −192−2.2% | Reduced |
| N.E.W. Advisory Services LLC | 8,677 | $800.6K | 0.05% | +36+0.4% | Added |
| Hedges Asset Management LLC | 8,700 | $802.7K | 0.53% | +8,700 | New |
| Summit Global Investments | 8,721 | $805.0K | 0.04% | +1,169+15.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,740 | $806.4K | 0.01% | −1,480−14.5% | Reduced |