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 |
|---|---|---|---|---|---|
| Cypress Capital Advisors, LLC | 8,741 | $806.5K | 0.33% | −268−3.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 8,742 | $806.6K | 0.05% | +3,367+62.6% | Added |
| Hyperion Capital Advisors LP | 8,767 | $808.9K | 0.36% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 8,808 | $812.7K | 0.39% | −10−0.1% | Reduced |
| Modern Wealth Management, LLC | 8,810 | $812.9K | 0.01% | +58+0.7% | Added |
| Joel Isaacson & Co., LLC | 8,812 | $813.0K | 0.02% | +81+0.9% | Added |
| Manchester Financial Inc | 8,812 | $813.1K | 0.14% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8,816 | $813.5K | 0.04% | −447−4.8% | Reduced |
| Quadcap Wealth Management, LLC | 8,822 | $814.0K | 0.08% | +155+1.8% | Added |
| Johnson Financial Group, Inc. | 8,845 | $816.1K | 0.03% | −3,180−26.4% | Reduced |
| Scharf Investments, LLC | 8,859 | $817.4K | 0.03% | +8,859 | New |
| Silver Oak Securities, Inc | 8,871 | $818.5K | 0.05% | +886+11.1% | Added |
| Davidson Kahn Capital Management, LLC | 8,876 | $819.0K | 0.35% | −358−3.9% | Reduced |
| HighPoint Advisor Group LLC | 8,888 | $820.1K | 0.03% | −1,261−12.4% | Reduced |
| Avondale Wealth Management | 8,900 | $821.2K | 0.33% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 8,914 | $822.5K | 0.04% | −1,313−12.8% | Reduced |
| West Financial Advisors, LLC | 9,000 | $830.4K | 0.13% | 00.0% | Unchanged |
| Kearns & Associates LLC | 9,000 | $830.4K | 0.39% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 9,013 | $831.6K | 0.13% | +9,013 | New |
| Peak Planning Group, LLC | 9,047 | $834.8K | 0.19% | −2,834−23.9% | Reduced |
| Kesler, Norman & Wride, LLC | 9,089 | $838.6K | 0.13% | +173+1.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 370 | $841.3K | 0.25% | −5,534−93.7% | Reduced |
| Independence Bank of Kentucky | 9,123 | $841.8K | 0.09% | −437−4.6% | Reduced |
| Syon Capital LLC | 9,146 | $843.9K | 0.04% | −2,762−23.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 9,149 | $844.2K | 0.02% | −16−0.2% | Reduced |
| Sax Wealth Advisors, LLC | 9,037 | $849.3K | 0.03% | +285+3.3% | Added |
| Torrey Growth & Income Advisors | 9,181 | $851.0K | 0.29% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 9,258 | $854.2K | 0.09% | +9,258 | New |
| Forbes J M & Co LLP | 9,283 | $856.5K | 0.07% | −280−2.9% | Reduced |
| Trust Point Inc. | 9,322 | $860.1K | 0.07% | −190−2.0% | Reduced |
| Waterloo Capital, L.P. | 9,340 | $861.8K | 0.05% | +443+5.0% | Added |
| One Capital Management, LLC | 9,183 | $863.1K | 0.02% | 00.0% | Unchanged |
| Castleark Management LLC | 9,360 | $863.6K | 0.02% | −494,693−98.1% | Reduced |
| Miller Global Investments, LLC | 9,470 | $873.8K | 0.72% | 00.0% | Unchanged |
| Old Peak Finance LLC | 9,480 | $874.7K | 0.42% | +142+1.5% | Added |
| Wilian Securities, LLC | 9,493 | $876.0K | 0.52% | +5,714+151.2% | Added |
| Sovereign's Capital Management, LLC | 9,517 | $878.1K | 0.59% | −210−2.2% | Reduced |
| Diversified Management Inc | 9,537 | $880.0K | 0.19% | −47,691−83.3% | Reduced |
| Navellier & Associates Inc | 9,555 | $881.6K | 0.07% | +3,055+47.0% | Added |
| EntryPoint Capital, LLC | 9,602 | $886.0K | 0.22% | +9,602 | New |
| Engineers Gate Manager LP | 9,620 | $887.6K | 0.01% | −303,021−96.9% | Reduced |
| Erste Asset Management GmbH | 9,805 | $887.8K | 0.01% | −69−0.7% | Reduced |
| Sweeney & Michel, LLC | 8,254 | $888.2K | 0.23% | +921+12.6% | Added |
| Tranquility Partners, LLC | 9,789 | $903.2K | 0.31% | −1,083−10.0% | Reduced |
| Wealthcare Advisory Partners LLC | 9,835 | $907.5K | 0.02% | +744+8.2% | Added |
| First Dallas Securities Inc. | 9,852 | $909.0K | 0.30% | +30.0% | Added |
| Ark Wealth Advisors LLC | 9,889 | $912.5K | 0.81% | +321+3.4% | Added |
| Herold Advisors, Inc. | 9,905 | $913.0K | 0.18% | +373+3.9% | Added |
| Premier Path Wealth Partners, LLC | 9,897 | $913.2K | 0.11% | −1,716−14.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 9,923 | $915.6K | 0.26% | +58+0.6% | Added |
| Drucker Wealth 3.0, LLC | 9,924 | $915.7K | 0.14% | −1,028−9.4% | Reduced |
| Independence Wealth Advisors, LLC | 9,927 | $915.9K | 0.46% | +62+0.6% | Added |
| PDS Planning, Inc | 9,936 | $916.8K | 0.05% | −145−1.4% | Reduced |
| Catalytic Wealth RIA, LLC | 9,959 | $918.9K | 0.05% | −1,876−15.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,000 | $922.7K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $922.7K | 0.22% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 10,069 | $929.1K | 0.06% | −113−1.1% | Reduced |
| Variant Private Wealth, LLC | 10,075 | $929.6K | 1.05% | +33+0.3% | Added |
| Stonebridge Financial Group, LLC | 10,085 | $930.0K | 0.13% | +10,085 | New |
| StoneX Group Inc. | 10,091 | $931.1K | 0.04% | −895−8.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,109 | $932.8K | 0.15% | +35+0.3% | Added |
| Silvercrest Asset Management Group LLC | 10,140 | $935.6K | 0.01% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 10,144 | $936.0K | 0.25% | −493−4.6% | Reduced |
| Mezzasalma Advisors, LLC | 10,196 | $940.8K | 0.19% | −78,371−88.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 10,210 | $942.1K | 0.25% | −393−3.7% | Reduced |
| Element Pointe Advisors, LLC | 10,216 | $942.7K | 0.15% | +150+1.5% | Added |
| Sanders Morris Harris LLC | 10,250 | $945.8K | 0.55% | +5,500+115.8% | Added |
| Tran Capital Management, L.P. | 10,295 | $949.9K | 0.11% | −2,140−17.2% | Reduced |
| Vima LLC | 10,351 | $955.1K | 0.93% | +10,351 | New |
| Circle Wealth Management, LLC | 10,368 | $956.7K | 0.01% | −931−8.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 10,371 | $956.9K | 0.01% | −1,167−10.1% | Reduced |
| Citizens National Bank Trust Department | 10,382 | $957.9K | 0.14% | +217+2.1% | Added |
| Oxford Asset Management LLP | 10,392 | $958.9K | 0.47% | +10,392 | New |
| Camden Capital, LLC | 10,461 | $965.3K | 0.05% | −623−5.6% | Reduced |
| Crumly & Associates Inc. | 10,479 | $966.9K | 0.19% | +115+1.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,485 | $967.5K | 0.25% | −824−7.3% | Reduced |
| Harbour Investments, Inc. | 10,488 | $967.7K | 0.01% | +201+2.0% | Added |
| SJS Investment Consulting Inc. | 10,497 | $968.6K | 0.11% | +95+0.9% | Added |
| Invictus Private Wealth, LLC | 10,536 | $972.2K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,199 | $976.8K | 0.06% | +1,193+13.2% | Added |
| Navalign, LLC | 10,587 | $976.9K | 0.23% | +78+0.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 10,599 | $978.0K | 0.11% | −2,534−19.3% | Reduced |
| Equitable Trust Co | 10,632 | $981.0K | 0.04% | −1,101−9.4% | Reduced |
| Novare Capital Management LLC | 10,662 | $983.8K | 0.07% | −125−1.2% | Reduced |
| O'Rourke & Company, Inc | 10,676 | $985.1K | 0.34% | −333−3.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,685 | $985.9K | 0.04% | +932+9.6% | Added |
| Van Diest Capital, LLC | 10,687 | $986.1K | 0.88% | −16,609−60.8% | Reduced |
| Revisor Wealth Management LLC | 10,720 | $989.1K | 0.24% | −308−2.8% | Reduced |
| Cooper Financial Group | 10,739 | $990.8K | 0.08% | −7,458−41.0% | Reduced |
| Advisor Resource Council | 9,857 | $991.8K | 0.33% | +324+3.4% | Added |
| Sentinus, LLC | 10,779 | $994.6K | 0.08% | +5,608+108.5% | Added |
| Future Fund LLC | 10,834 | $999.7K | 0.29% | +138+1.3% | Added |
| S&G Foundation | 10,837 | $999.9K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,851 | $1.00M | 0.01% | +529+5.1% | Added |
| Ethos Financial Group, LLC | 9,593 | $1.00M | 0.07% | −19−0.2% | Reduced |
| RiverFront Investment Group, LLC | 10,864 | $1.00M | 0.01% | +671+6.6% | Added |
| Thor Investment Management Inc | 10,875 | $1.00M | 0.57% | +38+0.4% | Added |
| Shira Ridge Wealth Management | 10,876 | $1.00M | 0.35% | −125−1.1% | Reduced |
| Ironwood Financial, llc | 9,803 | $1.00M | 0.16% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,886 | $1.00M | 0.09% | −159−1.4% | Reduced |