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 |
|---|---|---|---|---|---|
| Stone Point Wealth LLC | 10,900 | $1.01M | 0.26% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 10,951 | $1.01M | 0.68% | −38−0.3% | Reduced |
| Avise Financial Cooperative, Inc. | 10,985 | $1.01M | 0.72% | +1,155+11.7% | Added |
| Dumont & Blake Investment Advisors LLC | 10,987 | $1.01M | 0.23% | −462−4.0% | Reduced |
| Financial Consulate, Inc | 10,994 | $1.01M | 0.11% | −227−2.0% | Reduced |
| First American Trust, FSB | 11,004 | $1.02M | 0.06% | −30.0% | Reduced |
| Integrity Alliance, LLC. | 11,004 | $1.02M | 0.03% | −64−0.6% | Reduced |
| Private Trust Co NA | 11,029 | $1.02M | 0.08% | −704−6.0% | Reduced |
| Nabity-Jensen Investment Management Inc | 11,100 | $1.02M | 0.63% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 11,125 | $1.03M | 0.03% | −951−7.9% | Reduced |
| Birmingham Capital Management Co Inc | 11,150 | $1.03M | 0.39% | 00.0% | Unchanged |
| United Community Bank | 11,155 | $1.03M | 0.32% | +6+0.1% | Added |
| Sage Rhino Capital LLC | 11,164 | $1.03M | 0.17% | +409+3.8% | Added |
| Machina Capital S.A.S. | 11,190 | $1.03M | 0.16% | −14,600−56.6% | Reduced |
| Thomasville National Bank | 11,203 | $1.03M | 0.06% | +11,203 | New |
| Tower Trust & Investment Co | 11,205 | $1.03M | 0.63% | +214+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,212 | $1.03M | 0.06% | +927+9.0% | Added |
| Palisade Asset Management, LLC | 11,277 | $1.04M | 0.10% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 11,325 | $1.04M | 0.06% | −4,350−27.8% | Reduced |
| Aprio Wealth Management, LLC | 11,325 | $1.04M | 0.05% | +233+2.1% | Added |
| Shelton Capital Management | 11,375 | $1.05M | 0.02% | −93,683−89.2% | Reduced |
| Hodges Capital Management Inc. | 11,446 | $1.06M | 0.07% | −25−0.2% | Reduced |
| Capital Advantage, Inc. | 11,472 | $1.06M | 0.13% | −209−1.8% | Reduced |
| HBK Investments L P | 11,483 | $1.06M | 0.01% | +1,627+16.5% | Added |
| Vicus Capital | 11,487 | $1.06M | 0.07% | −41−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 11,497 | $1.06M | 0.02% | +11,497 | New |
| Portland Global Advisors LLC | 11,534 | $1.06M | 0.10% | +11,534 | New |
| Zions Bancorporation, National Association | 11,547 | $1.07M | 0.06% | +3,208+38.5% | Added |
| Polymer Capital Management (US) LLC | 11,623 | $1.07M | 0.16% | +3,360+40.7% | Added |
| D L Carlson Investment Group Inc | 11,697 | $1.08M | 0.17% | −20,813−64.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 11,775 | $1.09M | 0.44% | −450−3.7% | Reduced |
| Howard Capital Management Inc. | 11,801 | $1.09M | 0.01% | +6,192+110.4% | Added |
| Lodestone Wealth Management LLC | 11,871 | $1.10M | 0.39% | +41+0.3% | Added |
| Summit Asset Management, LLC | 11,895 | $1.10M | 0.14% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 11,898 | $1.10M | 0.23% | −174−1.4% | Reduced |
| Cullinan Associates Inc | 11,900 | $1.10M | 0.08% | 00.0% | Unchanged |
| 71 West Capital Partners | 11,902 | $1.10M | 0.04% | +2,742+29.9% | Added |
| Total Wealth Planning & Management, Inc. | 11,974 | $1.10M | 0.80% | +995+9.1% | Added |
| Xxi Wealth, LLC | 12,000 | $1.11M | 0.51% | +17+0.1% | Added |
| Keebeck Wealth Management, LLC | 12,015 | $1.11M | 0.11% | +1,528+14.6% | Added |
| Longfellow Investment Management Co LLC | 12,098 | $1.12M | 0.23% | +54+0.4% | Added |
| Diametric Capital, LP | 12,134 | $1.12M | 0.12% | +12,134 | New |
| Hohimer Wealth Management, LLC | 12,153 | $1.12M | 0.12% | +459+3.9% | Added |
| Legacy Wealth Asset Management, LLC | 12,265 | $1.13M | 0.25% | +84+0.7% | Added |
| Ameritas Advisory Services, LLC | 12,319 | $1.14M | 0.02% | +2,712+28.2% | Added |
| Cumberland Partners Ltd | 12,332 | $1.14M | 0.07% | 00.0% | Unchanged |
| Opal Capital LLC | 12,395 | $1.14M | 0.20% | +2,184+21.4% | Added |
| VELA Investment Management, LLC | 12,410 | $1.15M | 0.28% | −16−0.1% | Reduced |
| Paragon Capital Management Inc | 12,416 | $1.15M | 0.86% | +12,416 | New |
| H&H Retirement Design & Management INC | 10,991 | $1.15M | 0.54% | −68−0.6% | Reduced |
| Hamel Associates, Inc. | 12,494 | $1.15M | 0.32% | −450−3.5% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 12,500 | $1.15M | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 12,536 | $1.16M | 0.54% | +1,089+9.5% | Added |
| Spire Wealth Management | 12,539 | $1.16M | 0.03% | −50,179−80.0% | Reduced |
| Gateway Investment Advisers LLC | 12,543 | $1.16M | 0.01% | −298,781−96.0% | Reduced |
| Fiduciary Alliance LLC | 12,602 | $1.16M | 0.08% | +615+5.1% | Added |
| Birinyi Associates Inc | 12,607 | $1.16M | 0.28% | +1,326+11.8% | Added |
| Stablepoint Partners, LLC | 12,611 | $1.16M | 0.16% | +163+1.3% | Added |
| Sumitomo Life Insurance Co | 12,619 | $1.16M | 0.02% | −676−5.1% | Reduced |
| Wall Street Access Asset Management, LLC | 12,620 | $1.16M | 0.17% | +6,307+99.9% | Added |
| Personal Cfo Solutions, LLC | 12,622 | $1.16M | 0.17% | +618+5.1% | Added |
| Redwood Investment Management, LLC | 12,630 | $1.17M | 0.12% | +1,442+12.9% | Added |
| Essex Financial Services, Inc. | 12,651 | $1.17M | 0.06% | −1,196−8.6% | Reduced |
| Proffitt & Goodson Inc | 12,655 | $1.17M | 0.16% | +124+1.0% | Added |
| Gsa Capital Partners LLP | 12,671 | $1.17M | 0.07% | +10,100+392.8% | Added |
| Knollwood Investment Advisory, LLC | 12,698 | $1.17M | 0.10% | 00.0% | Unchanged |
| Parrish Capital LLC | 12,722 | $1.17M | 1.13% | −1,922−13.1% | Reduced |
| Avestar Capital, LLC | 12,744 | $1.18M | 0.07% | −905−6.6% | Reduced |
| Costello Asset Management, INC | 12,784 | $1.18M | 0.35% | +30.0% | Added |
| Granite Investment Partners, LLC | 12,810 | $1.18M | 0.06% | 00.0% | Unchanged |
| Bank of Stockton | 12,810 | $1.18M | 0.33% | +88+0.7% | Added |
| Colton Groome Financial Advisors, LLC | 12,886 | $1.19M | 0.29% | +1,535+13.5% | Added |
| American Money Management, LLC | 12,893 | $1.19M | 0.17% | −10.0% | Reduced |
| Davis R M Inc | 12,947 | $1.19M | 0.02% | +102+0.8% | Added |
| Franklin Street Advisors Inc | 13,010 | $1.20M | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 13,040 | $1.20M | 0.06% | −3,224−19.8% | Reduced |
| Change Path, LLC | 13,046 | $1.20M | 0.03% | −5,687−30.4% | Reduced |
| Hillsdale Investment Management Inc. | 13,050 | $1.20M | 0.03% | +1,570+13.7% | Added |
| Atlantic Trust, LLC | 13,064 | $1.21M | 0.16% | −865−6.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 13,078 | $1.21M | 0.00% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 13,083 | $1.21M | 0.58% | −150−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 13,151 | $1.21M | 0.01% | −1,541−10.5% | Reduced |
| New Age Alpha Advisors, LLC | 13,200 | $1.22M | 0.05% | +13,200 | New |
| Directional Asset Management | 13,231 | $1.22M | 1.16% | −328−2.4% | Reduced |
| Angeles Wealth Management, LLC | 13,252 | $1.22M | 0.06% | +1,582+13.6% | Added |
| Highland Capital Management, LLC | 13,258 | $1.22M | 0.06% | −1,134−7.9% | Reduced |
| Hardy Reed LLC | 13,305 | $1.23M | 0.08% | −87−0.6% | Reduced |
| Strong Retirement Solutions LLC | 13,364 | $1.23M | 0.74% | +1,464+12.3% | Added |
| Leisure Capital Management | 13,373 | $1.23M | 0.39% | −22−0.2% | Reduced |
| BIP Wealth, LLC | 13,383 | $1.23M | 0.04% | +74+0.6% | Added |
| Catalyst Financial Partners LLC | 13,433 | $1.24M | 0.12% | −80−0.6% | Reduced |
| PVG Asset Management Corp | 13,439 | $1.24M | 0.72% | 00.0% | Unchanged |
| Fundamentun, LLC | 13,451 | $1.24M | 0.04% | −625−4.4% | Reduced |
| Vertrix Wealth Management, LLC | 13,469 | $1.24M | 0.42% | +1,524+12.8% | Added |
| Nicholas Hoffman & Company, LLC. | 13,578 | $1.25M | 0.03% | +50+0.4% | Added |
| Headlands Technologies LLC | 13,591 | $1.25M | 0.13% | +10,763+380.6% | Added |
| Sowell Financial Services LLC | 13,600 | $1.25M | 0.04% | +447+3.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,670 | $1.26M | 0.04% | −146−1.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 13,685 | $1.26M | 0.19% | −1,613−10.5% | Reduced |
| Profund Advisors LLC | 13,700 | $1.26M | 0.03% | −697−4.8% | Reduced |