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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 17,455 | $1.61M | 0.04% | +17,455 | New |
| Advisors Asset Management, Inc. | 17,467 | $1.61M | 0.02% | +2,343+15.5% | Added |
| Larson Financial Group LLC | 17,473 | $1.61M | 0.04% | +212+1.2% | Added |
| FWL Investment Management, LLC | 17,504 | $1.62M | 0.30% | −2,952−14.4% | Reduced |
| Groupama Asset Managment | 17,689 | $1.62M | 0.02% | +13+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 17,523 | $1.62M | 0.01% | +1,739+11.0% | Added |
| Lederer & Associates Investment Counsel | 17,601 | $1.62M | 1.07% | +17,601 | New |
| Bartlett & Co. Wealth Management LLC | 17,712 | $1.63M | 0.02% | −346−1.9% | Reduced |
| Letko, Brosseau & Associates Inc | 17,771 | $1.64M | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 17,802 | $1.64M | 0.56% | −1,005−5.3% | Reduced |
| Clear Harbor Asset Management, LLC | 17,875 | $1.65M | 0.10% | +1,999+12.6% | Added |
| Hills Bank & Trust Co | 17,908 | $1.65M | 0.07% | −652−3.5% | Reduced |
| Caldwell Trust Co | 17,940 | $1.66M | 0.13% | −2,408−11.8% | Reduced |
| Avidian Wealth Solutions, LLC | 17,958 | $1.66M | 0.05% | +1,150+6.8% | Added |
| Safe Harbor Fiduciary, LLC | 18,169 | $1.68M | 1.31% | +2,422+15.4% | Added |
| Focus Financial Network, Inc. | 18,180 | $1.68M | 0.05% | +2,503+16.0% | Added |
| HBW Advisory Services LLC | 18,310 | $1.69M | 0.15% | +1,358+8.0% | Added |
| Trust Asset Management LLC | 18,377 | $1.70M | 0.11% | +1,596+9.5% | Added |
| HM Payson & Co | 18,394 | $1.70M | 0.02% | +1,150+6.7% | Added |
| Advyzon Investment Management, LLC | 18,436 | $1.70M | 0.12% | +1,772+10.6% | Added |
| Providence Wealth Advisors, LLC | 17,636 | $1.70M | 1.00% | −63−0.4% | Reduced |
| RBF Capital, LLC | 18,500 | $1.71M | 0.07% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 18,519 | $1.71M | 0.79% | +2,102+12.8% | Added |
| Sovran Advisors, LLC | 16,193 | $1.72M | 0.13% | +650+4.2% | Added |
| TLWM | 18,642 | $1.72M | 0.28% | −277−1.5% | Reduced |
| SPWM Advisors LLC | 17,069 | $1.73M | 1.60% | −4,325−20.2% | Reduced |
| Westpac Banking Corp | 18,811 | $1.74M | 0.11% | +39+0.2% | Added |
| Ducere Wealth Management LLC | 18,813 | $1.74M | 0.52% | +4,207+28.8% | Added |
| Arjuna Capital | 18,922 | $1.75M | 0.39% | −431−2.2% | Reduced |
| Lummis Asset Management, LP | 17,932 | $1.75M | 1.05% | −300−1.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,009 | $1.75M | 0.02% | +196+1.0% | Added |
| Clifford Swan Investment Counsel LLC | 19,024 | $1.76M | 0.06% | −158−0.8% | Reduced |
| Garde Capital, Inc. | 19,108 | $1.76M | 0.08% | −826−4.1% | Reduced |
| Jeppson Wealth Management, LLC | 19,132 | $1.77M | 0.52% | +40+0.2% | Added |
| Harmony Asset Management LLC | 19,156 | $1.77M | 0.47% | +19,156 | New |
| Whelan Financial | 19,156 | $1.77M | 0.48% | +1,326+7.4% | Added |
| Moody National Bank Trust Division | 19,220 | $1.77M | 0.15% | −994−4.9% | Reduced |
| Shepherd Street Advisors LLC | 17,313 | $1.78M | 1.56% | −530−3.0% | Reduced |
| Bayview Asset Management, LLC | 19,407 | $1.79M | 1.34% | −9,570−33.0% | Reduced |
| Power Wealth Management LLC | 19,430 | $1.79M | 0.62% | −4,630−19.2% | Reduced |
| Blalock Williams, LLC | 19,526 | $1.80M | 1.17% | +3,547+22.2% | Added |
| Cidel Asset Management Inc | 19,542 | $1.80M | 0.09% | +573+3.0% | Added |
| NBT Bank N A | 19,627 | $1.81M | 0.12% | −257−1.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19,642 | $1.81M | 0.41% | +13+0.1% | Added |
| Stance Capital LLC | 19,656 | $1.81M | 0.55% | +19,256+4,814.0% | Added |
| Figure 8 Investment Strategies LLC | 19,693 | $1.82M | 1.54% | +2,362+13.6% | Added |
| Bridges Investment Management Inc | 19,742 | $1.82M | 0.02% | +3,676+22.9% | Added |
| Moors & Cabot, Inc. | 19,833 | $1.83M | 0.07% | −501−2.5% | Reduced |
| Virtus Investment Advisers, Inc. | 19,859 | $1.83M | 0.43% | +1,563+8.5% | Added |
| Paradigm Asset Management Co LLC | 19,900 | $1.84M | 0.39% | +6,350+46.9% | Added |
| Intrepid Family Office LLC | 20,000 | $1.85M | 1.70% | +10,000+100.0% | Added |
| Strategic Wealth Partners, Ltd. | 20,229 | $1.87M | 0.12% | −14,798−42.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 20,242 | $1.87M | 0.45% | −87−0.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 20,277 | $1.87M | 0.09% | −300−1.5% | Reduced |
| Coastal Bridge Advisors, LLC | 20,281 | $1.87M | 0.12% | +20,281 | New |
| Tritonpoint Wealth, LLC | 20,316 | $1.87M | 0.18% | +17,727+684.7% | Added |
| Stephens Inc | 20,448 | $1.89M | 0.02% | −32,058−61.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 20,450 | $1.89M | 0.11% | +20,450 | New |
| Regions Financial Corp | 20,537 | $1.89M | 0.01% | −262−1.3% | Reduced |
| Modus Advisors, LLC | 20,588 | $1.90M | 0.47% | −827−3.9% | Reduced |
| J.W. Cole Advisors, Inc. | 20,808 | $1.92M | 0.03% | +20,808 | New |
| Cookson Peirce & Co Inc | 20,859 | $1.92M | 0.06% | +1,088+5.5% | Added |
| Pictet & Cie (Europe) SA | 20,860 | $1.92M | 0.04% | +505+2.5% | Added |
| Wedmont Private Capital | 18,745 | $1.93M | 0.05% | −160−0.8% | Reduced |
| RiverPark Advisors, LLC | 21,049 | $1.94M | 0.89% | +272+1.3% | Added |
| Guggenheim Capital LLC | 21,213 | $1.96M | 0.01% | +2,998+16.5% | Added |
| SageView Advisory Group, LLC | 21,263 | $1.96M | 0.06% | −3,065−12.6% | Reduced |
| Elevated Private Wealth, LLC | 21,274 | $1.96M | 1.87% | +21,274 | New |
| Frank, Rimerman Advisors LLC | 21,369 | $1.97M | 0.11% | +1,585+8.0% | Added |
| Aaron Wealth Advisors | 21,400 | $1.97M | 0.10% | −11,290−34.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 21,435 | $1.98M | 1.77% | −27−0.1% | Reduced |
| Westerkirk Capital Inc. | 21,500 | $1.98M | 0.19% | +21,500 | New |
| Pettee Investors, Inc. | 21,532 | $1.99M | 0.98% | −275−1.3% | Reduced |
| Ategra Capital Management, LLC | 21,574 | $1.99M | 1.06% | +5,345+32.9% | Added |
| Qtron Investments LLC | 21,579 | $1.99M | 0.27% | −3,130−12.7% | Reduced |
| Daytona Street Capital LLC | 19,450 | $2.00M | 1.46% | +2,260+13.1% | Added |
| MBM Wealth Consultants, LLC | 21,681 | $2.00M | 0.39% | +2,952+15.8% | Added |
| Tower Research Capital LLC (TRC) | 21,742 | $2.01M | 0.05% | −13,063−37.5% | Reduced |
| Essex Savings Bank | 21,788 | $2.01M | 0.43% | −48−0.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 21,871 | $2.02M | 0.07% | +21,869+1,093,450.0% | Added |
| 1st Source Bank | 21,893 | $2.02M | 0.09% | −111−0.5% | Reduced |
| Sarasin & Partners LLP | 21,900 | $2.02M | 0.02% | +3,900+21.7% | Added |
| Csenge Advisory Group | 21,946 | $2.02M | 0.08% | +2,473+12.7% | Added |
| Keystone Financial Services | 22,065 | $2.04M | 0.52% | +388+1.8% | Added |
| Howard Financial Services, Ltd. | 22,309 | $2.06M | 0.21% | +4,822+27.6% | Added |
| Marshall Wace, LLP | 22,317 | $2.06M | 0.00% | +22,317 | New |
| WT Wealth Management | 22,341 | $2.06M | 0.57% | +4,111+22.6% | Added |
| Maia Wealth LLC | 22,367 | $2.06M | 0.30% | −4,582−17.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,443 | $2.07M | 0.46% | +8,268+58.3% | Added |
| Uhlmann Price Securities, LLC | 22,467 | $2.07M | 0.08% | +50+0.2% | Added |
| Wolff Wiese Magana LLC | 22,487 | $2.07M | 0.95% | −61−0.3% | Reduced |
| Old National Bancorp | 22,595 | $2.08M | 0.04% | +1,827+8.8% | Added |
| Diversified Investment Strategies, LLC | 22,635 | $2.09M | 1.35% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 22,641 | $2.09M | 0.08% | −598−2.6% | Reduced |
| Constant Guidance Financial LLC | 22,663 | $2.09M | 1.31% | +22,663 | New |
| K.J. Harrison & Partners Inc | 22,743 | $2.10M | 0.30% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 23,257 | $2.11M | 0.07% | 00.0% | Unchanged |
| City Holding Co | 22,846 | $2.11M | 0.24% | −102−0.4% | Reduced |
| Tealwood Asset Management Inc | 22,875 | $2.11M | 0.81% | −93−0.4% | Reduced |
| Investment Advisory Services Inc | 22,960 | $2.12M | 0.61% | −41−0.2% | Reduced |