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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 23,141 | $2.14M | 0.06% | +23,141 | New |
| Aviso Wealth Management | 23,252 | $2.15M | 0.84% | −540−2.3% | Reduced |
| Jefferies Financial Group Inc. | 23,288 | $2.15M | 0.02% | +2,225+10.6% | Added |
| JFS Wealth Advisors, LLC | 23,357 | $2.16M | 0.11% | −632−2.6% | Reduced |
| Riverwater Partners LLC | 23,399 | $2.16M | 0.64% | +1,714+7.9% | Added |
| Edgestream Partners, L.P. | 23,747 | $2.19M | 0.07% | +23,747 | New |
| Quantbot Technologies LP | 23,802 | $2.20M | 0.09% | −9,771−29.1% | Reduced |
| Aspiriant, LLC | 23,847 | $2.20M | 0.05% | +147+0.6% | Added |
| Valley National Advisers Inc | 23,901 | $2.21M | 0.25% | −334−1.4% | Reduced |
| Cape Investment Advisory, Inc. | 23,929 | $2.21M | 0.59% | −1,323−5.2% | Reduced |
| Greenline Partners, LLC | 24,336 | $2.25M | 0.23% | 00.0% | Unchanged |
| Umb Bank N A | 24,434 | $2.25M | 0.03% | −598−2.4% | Reduced |
| Citizens & Northern Corp | 24,570 | $2.27M | 0.52% | +3,197+15.0% | Added |
| Argus Investors' Counsel, Inc. | 24,598 | $2.27M | 1.75% | −3,309−11.9% | Reduced |
| Columbia Asset Management | 24,616 | $2.27M | 0.39% | −1,096−4.3% | Reduced |
| Diversified Trust Co | 24,714 | $2.28M | 0.04% | +798+3.3% | Added |
| Whitener Capital Management, Inc. | 24,877 | $2.30M | 0.49% | +3,608+17.0% | Added |
| Salem Investment Counselors Inc | 24,931 | $2.30M | 0.06% | −500−2.0% | Reduced |
| 3Chopt Investment Partners, LLC | 24,941 | $2.30M | 0.43% | −292−1.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $2.31M | 1.07% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 21,366 | $2.31M | 1.25% | +21,366 | New |
| AustralianSuper Pty Ltd | 25,052 | $2.31M | 0.01% | −998,569−97.6% | Reduced |
| LOM Asset Management Ltd | 25,121 | $2.32M | 0.60% | +1,510+6.4% | Added |
| TritonPoint Partners, LLC | 25,260 | $2.33M | 0.19% | +2,527+11.1% | Added |
| Pine Valley Investments Ltd Liability Co | 25,306 | $2.34M | 0.10% | +3,236+14.7% | Added |
| Dynamic Advisor Solutions LLC | 25,348 | $2.34M | 0.07% | +2,982+13.3% | Added |
| Ancora Advisors, LLC | 25,476 | $2.35M | 0.05% | −372−1.4% | Reduced |
| VCI Wealth Management LLC | 25,509 | $2.35M | 0.59% | +25,509 | New |
| Westover Capital Advisors, LLC | 25,540 | $2.36M | 0.39% | −287−1.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 25,565 | $2.36M | 0.35% | +134+0.5% | Added |
| Simmons Bank | 25,706 | $2.37M | 0.14% | −2,165−7.8% | Reduced |
| Trust Co of Vermont | 25,718 | $2.37M | 0.09% | +25,718 | New |
| Pinnacle Associates Ltd | 25,749 | $2.38M | 0.03% | +1,636+6.8% | Added |
| Aspen Investment Management Inc | 25,797 | $2.38M | 0.64% | +520+2.1% | Added |
| WealthPlan Investment Management, LLC | 25,881 | $2.39M | 0.12% | −2,962−10.3% | Reduced |
| Cannon Capital Management, Inc. | 25,895 | $2.39M | 2.03% | +1,203+4.9% | Added |
| LGT Fund Management Co Ltd. | 25,906 | $2.39M | 0.10% | −3,037−10.5% | Reduced |
| Insigneo Advisory Services, LLC | 26,043 | $2.40M | 0.09% | +7,289+38.9% | Added |
| Advisory Services Network, LLC | 26,157 | $2.41M | 0.03% | −1,541−5.6% | Reduced |
| Banque Cantonale Vaudoise | 26,197 | $2.42M | 0.09% | +2,083+8.6% | Added |
| iA Global Asset Management Inc. | 26,386 | $2.44M | 0.03% | −83,277−75.9% | Reduced |
| Coastline Trust Co | 26,421 | $2.44M | 0.22% | −77−0.3% | Reduced |
| Ballentine Partners, LLC | 26,461 | $2.44M | 0.03% | −85−0.3% | Reduced |
| Ascent Wealth Partners, LLC | 26,572 | $2.45M | 0.25% | +947+3.7% | Added |
| L2 Asset Management, LLC | 26,792 | $2.47M | 0.26% | −1,452−5.1% | Reduced |
| Correct Capital Wealth Management | 26,854 | $2.48M | 0.43% | −1,398−4.9% | Reduced |
| Kozak & Associates, Inc. | 25,933 | $2.48M | 0.43% | −1,762−6.4% | Reduced |
| HBK Sorce Advisory LLC | 23,120 | $2.50M | 0.05% | −108−0.5% | Reduced |
| Roberts Wealth Advisors, LLC | 27,086 | $2.50M | 0.57% | +721+2.7% | Added |
| Greenup Street Wealth Management LLC | 27,091 | $2.50M | 0.30% | −12,648−31.8% | Reduced |
| Hudson Canyon Capital Management | 27,139 | $2.50M | 1.34% | −913−3.3% | Reduced |
| Cetera Trust Company, N.A | 27,330 | $2.52M | 1.27% | −25−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 27,340 | $2.52M | 0.07% | −1,520−5.3% | Reduced |
| Garrison Bradford & Associates Inc | 27,360 | $2.52M | 2.74% | 00.0% | Unchanged |
| Roundview Capital LLC | 27,397 | $2.53M | 0.14% | −12,505−31.3% | Reduced |
| Global Retirement Partners, LLC | 27,556 | $2.54M | 0.04% | +27,556 | New |
| Gs Investments, Inc. | 27,706 | $2.56M | 1.85% | −9,787−26.1% | Reduced |
| Valeo Financial Advisors, LLC | 27,938 | $2.58M | 0.05% | −407−1.4% | Reduced |
| Cypress Capital, LLC | 27,970 | $2.58M | 0.70% | −786−2.7% | Reduced |
| Mount Vernon Associates Inc | 28,000 | $2.58M | 1.68% | −1,800−6.0% | Reduced |
| Vaughan David Investments LLC | 28,087 | $2.59M | 0.05% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 28,119 | $2.59M | 1.36% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 28,129 | $2.60M | 0.01% | −10,193−26.6% | Reduced |
| Norden Group LLC | 28,238 | $2.61M | 0.21% | +1,387+5.2% | Added |
| Coldstream Capital Management Inc | 28,285 | $2.61M | 0.03% | +1,244+4.6% | Added |
| Buckingham Strategic Partners | 28,312 | $2.61M | 0.02% | +9,476+50.3% | Added |
| Wynn Capital, LLC | 28,315 | $2.61M | 1.17% | +195+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 28,338 | $2.61M | 0.09% | +198+0.7% | Added |
| Dakota Wealth Management | 28,405 | $2.62M | 0.05% | −88−0.3% | Reduced |
| Centaurus Financial, Inc. | 28,472 | $2.63M | 0.10% | +1,700+6.3% | Added |
| TCG Advisory Services, LLC | 28,612 | $2.64M | 0.05% | −12,887−31.1% | Reduced |
| Bridgewater Associates, LP | 28,728 | $2.65M | 0.01% | +6,134+27.1% | Added |
| Pettyjohn, Wood & White, Inc | 28,863 | $2.66M | 0.39% | +757+2.7% | Added |
| Bridgeway Capital Management, LLC | 28,920 | $2.67M | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 29,058 | $2.68M | 0.04% | −599−2.0% | Reduced |
| JT Stratford LLC | 29,267 | $2.70M | 0.30% | +3,578+13.9% | Added |
| Sterling Investment Advisors, Ltd. | 29,271 | $2.70M | 0.45% | −2,150−6.8% | Reduced |
| Dempze Nancy E | 29,447 | $2.72M | 1.30% | +3,804+14.8% | Added |
| Texas Yale Capital Corp. | 29,459 | $2.72M | 0.06% | +4,635+18.7% | Added |
| Canandaigua National Bank & Trust Co | 29,489 | $2.72M | 0.23% | +29,489 | New |
| FORA Capital, LLC | 29,544 | $2.72M | 0.19% | +29,544 | New |
| Capital International Inc | 29,528 | $2.72M | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 29,547 | $2.73M | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 29,597 | $2.73M | 0.17% | +826+2.9% | Added |
| V-Square Quantitative Management LLC | 29,685 | $2.74M | 0.26% | −4,453−13.0% | Reduced |
| IFG Advisory, LLC | 29,741 | $2.74M | 0.10% | +29,741 | New |
| Juno Financial Group LLC | 29,809 | $2.75M | 0.98% | +2,228+8.1% | Added |
| Savvy Advisors, Inc. | 29,938 | $2.76M | 0.06% | −7,769−20.6% | Reduced |
| Resolute Capital Asset Partners LLC | 30,000 | $2.77M | 1.18% | −55,000−64.7% | Reduced |
| Iowa State Bank | 30,099 | $2.78M | 0.46% | −152−0.5% | Reduced |
| Westview Management dba Westview Investment Advisors | 30,304 | $2.80M | 1.37% | −308−1.0% | Reduced |
| Scott & Selber, Inc. | 30,562 | $2.82M | 0.60% | −110.0% | Reduced |
| John G Ullman & Associates Inc | 30,595 | $2.82M | 0.34% | +30,595 | New |
| Capital Advisors Inc | 30,710 | $2.83M | 0.04% | −942−3.0% | Reduced |
| Harbor Capital Advisors, Inc. | 30,794 | $2.84M | 0.19% | +65+0.2% | Added |
| Hager Investment Management Services, LLC | 30,840 | $2.85M | 1.31% | +1,143+3.8% | Added |
| Carmel Capital Partners, LLC | 30,862 | $2.85M | 0.94% | −2,052−6.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 30,923 | $2.85M | 0.41% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 30,946 | $2.86M | 0.54% | −1,023−3.2% | Reduced |
| Royal Palms Capital LLC | 31,257 | $2.88M | 2.54% | +3,223+11.5% | Added |