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 |
|---|---|---|---|---|---|
| WBI Investments | 13,743 | $1.27M | 0.31% | +10,664+346.3% | Added |
| Legacy Financial Advisors, Inc. | 13,756 | $1.27M | 0.15% | −97−0.7% | Reduced |
| Nautilus Advisors LLC | 12,338 | $1.27M | 0.75% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 13,820 | $1.28M | 0.02% | +7,778+128.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 13,855 | $1.28M | 0.23% | +1,475+11.9% | Added |
| Everhart Financial Group, Inc. | 13,894 | $1.28M | 0.08% | −191−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,022 | $1.29M | 0.03% | −928−6.2% | Reduced |
| HCR Wealth Advisors | 14,040 | $1.30M | 0.12% | +352+2.6% | Added |
| Cassaday & Co Wealth Management LLC | 14,046 | $1.30M | 0.02% | +5,886+72.1% | Added |
| Alps Advisors Inc | 14,049 | $1.30M | 0.01% | +14,049 | New |
| Ausdal Financial Partners, Inc. | 14,058 | $1.30M | 0.05% | +211+1.5% | Added |
| Central Trust Co | 14,059 | $1.30M | 0.02% | −2,178−13.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 14,088 | $1.30M | 0.75% | +561+4.1% | Added |
| Mutual Advisors, LLC | 14,124 | $1.30M | 0.02% | +1,578+12.6% | Added |
| Fruth Investment Management | 14,245 | $1.31M | 0.31% | 00.0% | Unchanged |
| South Dakota Investment Council | 14,256 | $1.31M | 0.02% | +400+2.9% | Added |
| Quantitative Investment Management, LLC | 14,257 | $1.31M | 0.14% | +14,257 | New |
| Gladstone Institutional Advisory LLC | 14,316 | $1.32M | 0.04% | +414+3.0% | Added |
| Paragon Private Wealth Management, LLC | 14,356 | $1.32M | 0.35% | +1,427+11.0% | Added |
| Stratos Wealth Advisors, LLC | 14,367 | $1.33M | 0.07% | −2,921−16.9% | Reduced |
| Uncommon Cents Investing LLC | 14,400 | $1.33M | 0.29% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 14,403 | $1.33M | 0.23% | −64−0.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,476 | $1.34M | 0.33% | −22−0.2% | Reduced |
| National Asset Management, Inc. | 14,792 | $1.34M | 0.07% | −1,104−6.9% | Reduced |
| Sheets Smith Wealth Management | 14,521 | $1.34M | 0.13% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 14,563 | $1.34M | 0.20% | +14,563 | New |
| Checchi Capital Advisers, LLC | 14,640 | $1.35M | 0.09% | +386+2.7% | Added |
| JNBA Financial Advisors | 14,643 | $1.35M | 0.10% | +52+0.4% | Added |
| Canopy Partners, LLC | 14,651 | $1.35M | 0.41% | −809−5.2% | Reduced |
| Sagespring Wealth Partners, LLC | 14,731 | $1.36M | 0.02% | −3,742−20.3% | Reduced |
| Belpointe Asset Management LLC | 14,749 | $1.36M | 0.04% | +1,775+13.7% | Added |
| Kelly Lawrence W & Associates Inc | 14,767 | $1.36M | 0.29% | 00.0% | Unchanged |
| Montecito Bank & Trust | 14,777 | $1.36M | 0.20% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14,818 | $1.37M | 0.01% | +1,533+11.5% | Added |
| Boyd Watterson Asset Management LLC | 15,028 | $1.39M | 0.37% | 00.0% | Unchanged |
| Indivisible Partners | 15,040 | $1.39M | 0.08% | +1,486+11.0% | Added |
| EverSource Wealth Advisors, LLC | 15,136 | $1.40M | 0.05% | −2,707−15.2% | Reduced |
| Benjamin Edwards Inc | 15,162 | $1.40M | 0.01% | −1,623−9.7% | Reduced |
| Sienna Gestion | 15,330 | $1.40M | 0.08% | −1,710−10.0% | Reduced |
| Neumann Capital Management, LLC | 15,232 | $1.41M | 0.93% | −100−0.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 15,235 | $1.41M | 0.82% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 15,250 | $1.41M | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 15,285 | $1.41M | 0.12% | −1,998−11.6% | Reduced |
| Pure Financial Advisors, Inc. | 15,319 | $1.41M | 0.02% | −252−1.6% | Reduced |
| Tranquilli Financial Advisor LLC | 15,329 | $1.41M | 0.76% | −12−0.1% | Reduced |
| Everest Financial Group LLC | 15,442 | $1.42M | 0.19% | −48−0.3% | Reduced |
| Postrock Partners LLC | 15,444 | $1.43M | 0.58% | +366+2.4% | Added |
| MCF Advisors LLC | 15,450 | $1.43M | 0.05% | −156−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 15,516 | $1.43M | 0.02% | +1,480+10.5% | Added |
| Chicago Capital, LLC | 15,527 | $1.43M | 0.03% | −20.0% | Reduced |
| Cigna Investments Inc | 15,538 | $1.43M | 0.19% | −376−2.4% | Reduced |
| Capstone Investment Advisors, LLC | 15,608 | $1.44M | 0.01% | −14,185−47.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 15,611 | $1.44M | 0.11% | +10+0.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 15,629 | $1.44M | 0.23% | +15,629 | New |
| Garner Asset Management Corp | 15,707 | $1.45M | 0.47% | +1,578+11.2% | Added |
| Retirement Planning Group | 15,778 | $1.46M | 0.04% | −1,137−6.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,829 | $1.46M | 0.04% | −791−4.8% | Reduced |
| Meriwether Wealth & Planning, LLC | 15,830 | $1.46M | 0.72% | +184+1.2% | Added |
| Fusion Capital, LLC | 15,934 | $1.47M | 0.34% | +656+4.3% | Added |
| La Banque Postale Asset Management SA | 15,992 | $1.48M | 0.01% | +1,223+8.3% | Added |
| Ninety One SA (PTY) Ltd | 15,999 | $1.48M | 0.08% | −19,363−54.8% | Reduced |
| Mainstream Capital Management LLC | 16,030 | $1.48M | 0.89% | −663−4.0% | Reduced |
| Inceptionr LLC | 16,051 | $1.48M | 0.36% | +7,693+92.0% | Added |
| Integrated Investment Consultants, LLC | 16,065 | $1.48M | 0.29% | −614−3.7% | Reduced |
| Portfolio Design Labs, LLC | 16,072 | $1.48M | 0.24% | +1,416+9.7% | Added |
| Dynasty Wealth Management, LLC | 16,225 | $1.50M | 0.01% | −3,530−17.9% | Reduced |
| TD Waterhouse Canada Inc. | 15,634 | $1.50M | 0.00% | −7,384−32.1% | Reduced |
| Perryman Financial Advisory Inc | 16,264 | $1.50M | 0.20% | −290−1.8% | Reduced |
| Evercore Wealth Management, LLC | 16,285 | $1.50M | 0.02% | −208−1.3% | Reduced |
| Atomi Financial Group, Inc. | 16,315 | $1.51M | 0.04% | −4,177−20.4% | Reduced |
| Next Capital Management LLC | 16,323 | $1.51M | 0.41% | −600−3.5% | Reduced |
| New England Research & Management, Inc. | 16,325 | $1.51M | 0.59% | +16,325 | New |
| Trust Co of Toledo NA | 16,358 | $1.51M | 0.13% | +1,827+12.6% | Added |
| Keating Financial Advisory Services, Inc. | 16,371 | $1.51M | 0.20% | −895−5.2% | Reduced |
| 44 Wealth Management LLC | 16,377 | $1.51M | 0.50% | −171−1.0% | Reduced |
| Axq Capital, LP | 16,411 | $1.51M | 0.16% | +16,411 | New |
| Venture Visionary Partners LLC | 16,443 | $1.52M | 0.04% | −4,547−21.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 14,950 | $1.52M | 0.04% | −876−5.5% | Reduced |
| FLC Capital Advisors | 16,528 | $1.53M | 0.25% | +707+4.5% | Added |
| Athena Wealth Management, LLC | 16,551 | $1.53M | 1.14% | +5,477+49.5% | Added |
| First Commonwealth Financial Corp | 16,559 | $1.53M | 0.21% | +1,375+9.1% | Added |
| Ballast Rock Private Wealth LLC | 16,612 | $1.53M | 0.71% | +12+0.1% | Added |
| United Bank | 16,655 | $1.54M | 0.47% | +91+0.5% | Added |
| BayBridge Capital Group, LLC | 16,657 | $1.54M | 0.80% | +11,318+212.0% | Added |
| Elmwood Wealth Management, Inc. | 16,663 | $1.54M | 0.38% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 16,682 | $1.54M | 0.02% | −626−3.6% | Reduced |
| Elyxium Wealth, LLC | 16,772 | $1.55M | 0.16% | +14,479+631.4% | Added |
| Boston Private Wealth LLC | 16,797 | $1.55M | 0.10% | −1,175−6.5% | Reduced |
| J. Safra Sarasin Holding AG | 16,522 | $1.55M | 0.02% | −14,807−47.3% | Reduced |
| RMR Capital Management, LLC | 16,845 | $1.55M | 1.07% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 16,869 | $1.56M | 0.18% | +2,122+14.4% | Added |
| Wedbush Securities Inc | 16,966 | $1.56M | 0.04% | −32−0.2% | Reduced |
| Frec Markets, Inc. | 16,999 | $1.57M | 0.14% | +6,456+61.2% | Added |
| Embree Financial Group | 17,124 | $1.58M | 0.16% | −70−0.4% | Reduced |
| IKE Capital, LLC | 17,192 | $1.59M | 0.83% | −3,752−17.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 17,332 | $1.60M | 0.27% | +5,048+41.1% | Added |
| Insight 2811, Inc. | 17,370 | $1.60M | 0.65% | +3,109+21.8% | Added |
| Menard Financial Group LLC | 17,401 | $1.61M | 0.87% | +17,401 | New |
| Bank of Hawaii | 17,401 | $1.61M | 0.08% | −552−3.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 17,454 | $1.61M | 0.62% | +17,454 | New |