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 |
|---|---|---|---|---|---|
| Alerus Financial NA | 31,269 | $2.89M | 0.13% | −13,749−30.5% | Reduced |
| Signaturefd, LLC | 31,293 | $2.89M | 0.04% | −1,321−4.1% | Reduced |
| GPM Growth Investors, Inc. | 31,304 | $2.89M | 1.21% | −2,349−7.0% | Reduced |
| Gill Capital Partners, LLC | 31,620 | $2.92M | 0.77% | −44−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 31,637 | $2.92M | 0.02% | −3,939−11.1% | Reduced |
| Cary Street Partners Financial LLC | 31,648 | $2.92M | 0.06% | −780−2.4% | Reduced |
| Smithbridge Asset Management Inc | 31,655 | $2.92M | 0.40% | −416−1.3% | Reduced |
| Parsonex Advisory Services, Inc. | 31,672 | $2.92M | 2.54% | +1,874+6.3% | Added |
| Tema ETFs LLC | 31,695 | $2.92M | 0.09% | +3,045+10.6% | Added |
| Chaney Capital Management, Inc. | 31,840 | $2.94M | 0.92% | +133+0.4% | Added |
| Strata Wealth Advisors, LLC | 31,904 | $2.94M | 0.72% | +73+0.2% | Added |
| Beacon Financial Group | 32,102 | $2.96M | 0.27% | −194−0.6% | Reduced |
| Oakmont Investment Advisors, Inc. | 32,113 | $2.96M | 2.06% | +32,113 | New |
| CWA Asset Management Group, LLC | 32,141 | $2.97M | 0.09% | −958−2.9% | Reduced |
| Decatur Capital Management, Inc. | 32,459 | $2.99M | 1.02% | +32,459 | New |
| Finer Wealth Management, Inc. | 32,665 | $3.01M | 1.35% | +246+0.8% | Added |
| Harfst & Associates, Inc. | 32,702 | $3.02M | 0.47% | +760+2.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 32,732 | $3.02M | 0.26% | +5,934+22.1% | Added |
| Lakehouse Capital Pty Ltd | 32,894 | $3.04M | 3.35% | 00.0% | Unchanged |
| Choate Investment Advisors | 32,941 | $3.04M | 0.05% | −1,128−3.3% | Reduced |
| Crux Wealth Advisors | 32,981 | $3.04M | 1.05% | −1,137−3.3% | Reduced |
| Partners Capital Investment Group, LLP | 32,995 | $3.04M | 0.11% | −5,628−14.6% | Reduced |
| Chemistry Wealth Management LLC | 33,326 | $3.07M | 0.49% | −183−0.5% | Reduced |
| Agf Management Ltd | 33,386 | $3.08M | 0.01% | +33,386 | New |
| Meeder Advisory Services, Inc. | 33,408 | $3.08M | 0.11% | −627−1.8% | Reduced |
| Webster Bank, N. A. | 33,435 | $3.09M | 0.27% | −1,441−4.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 33,715 | $3.11M | 0.18% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 33,756 | $3.11M | 2.02% | +13,880+69.8% | Added |
| Financial Advisory Partners, LLC | 33,906 | $3.13M | 0.82% | −135−0.4% | Reduced |
| Broderick Brian C | 34,152 | $3.15M | 0.49% | +2,890+9.2% | Added |
| American Trust | 34,292 | $3.16M | 0.24% | −3,170−8.5% | Reduced |
| Cascade Investment Advisors, Inc. | 34,445 | $3.18M | 1.73% | +545+1.6% | Added |
| Twin City Private Wealth, LLC | 34,446 | $3.18M | 2.23% | +264+0.8% | Added |
| Signal Advisors Wealth, LLC | 34,464 | $3.18M | 0.17% | +7,519+27.9% | Added |
| Resonant Capital Advisors, LLC | 34,666 | $3.20M | 0.15% | −1,025−2.9% | Reduced |
| Ally Financial Inc. | 35,000 | $3.23M | 0.42% | +19,000+118.8% | Added |
| Mount Yale Investment Advisors, LLC | 35,009 | $3.23M | 0.06% | −6,419−15.5% | Reduced |
| Everence Capital Management Inc | 35,800 | $3.30M | 0.17% | 00.0% | Unchanged |
| Annandale Capital, LLC | 35,848 | $3.31M | 0.49% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 35,882 | $3.31M | 0.06% | −5,617−13.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 35,941 | $3.32M | 0.93% | −4,835−11.9% | Reduced |
| Sepio Capital, LP | 36,204 | $3.34M | 0.17% | −3,356−8.5% | Reduced |
| Central Bank & Trust Co | 36,272 | $3.35M | 0.47% | +218+0.6% | Added |
| Notis-McConarty Edward | 36,470 | $3.37M | 1.45% | +6,285+20.8% | Added |
| Linscomb & Williams, Inc. | 36,567 | $3.37M | 0.15% | +727+2.0% | Added |
| Inkwell Capital LLC | 36,570 | $3.37M | 3.51% | −40−0.1% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 36,736 | $3.39M | 1.79% | −770−2.1% | Reduced |
| Concurrent Investment Advisors, LLC | 36,843 | $3.40M | 0.03% | −5,742−13.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 36,912 | $3.41M | 0.02% | −380−1.0% | Reduced |
| Fiduciary Financial Group, LLC | 37,152 | $3.43M | 0.39% | −2,088−5.3% | Reduced |
| Vestcor Inc | 37,205 | $3.43M | 0.08% | −1,881−4.8% | Reduced |
| Stonebridge Capital Advisors LLC | 37,354 | $3.45M | 0.22% | −572−1.5% | Reduced |
| Rathbone Brothers plc | 37,504 | $3.46M | 0.01% | −63,296−62.8% | Reduced |
| Parallel Advisors, LLC | 37,553 | $3.47M | 0.05% | −5,233−12.2% | Reduced |
| Twin Capital Management Inc | 37,773 | $3.49M | 0.38% | −150.0% | Reduced |
| Rothschild Investment LLC | 37,778 | $3.49M | 0.13% | +22,557+148.2% | Added |
| Summit Financial, LLC | 37,802 | $3.49M | 0.04% | −77−0.2% | Reduced |
| Johnson Investment Counsel Inc | 37,835 | $3.49M | 0.03% | +3,357+9.7% | Added |
| GeoWealth Management, LLC | 37,919 | $3.50M | 0.11% | −1,779−4.5% | Reduced |
| Stableford Capital II LLC | 37,961 | $3.50M | 1.21% | −470−1.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 38,245 | $3.53M | 2.82% | −2,064−5.1% | Reduced |
| Means Investment Co., Inc. | 38,433 | $3.55M | 0.27% | −1,504−3.8% | Reduced |
| Nelson Capital Management, LLC | 38,450 | $3.55M | 0.39% | +517+1.4% | Added |
| Kidder Stephen W | 38,865 | $3.59M | 0.91% | +555+1.4% | Added |
| Fiduciary Group LLC | 38,870 | $3.59M | 0.28% | −1,232−3.1% | Reduced |
| Marble Wealth, LLC | 39,246 | $3.62M | 0.55% | +94+0.2% | Added |
| Montag A & Associates Inc | 39,480 | $3.64M | 0.15% | −4,500−10.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 39,508 | $3.65M | 0.18% | −3,507−8.2% | Reduced |
| Community Trust & Investment Co | 39,709 | $3.66M | 0.19% | +39,709 | New |
| Bryn Mawr Trust Co | 39,757 | $3.67M | 0.08% | −701−1.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,174 | $3.71M | 1.03% | +136+0.3% | Added |
| Pine Haven Investment Counsel, Inc | 40,379 | $3.73M | 2.50% | −397−1.0% | Reduced |
| TCW Group Inc | 40,500 | $3.74M | 0.03% | −5,048−11.1% | Reduced |
| Bleakley Financial Group, LLC | 40,794 | $3.76M | 0.05% | +4,698+13.0% | Added |
| Asio Capital, LLC | 40,827 | $3.77M | 0.48% | +3,600+9.7% | Added |
| Verition Fund Management LLC | 40,859 | $3.77M | 0.03% | +38,643+1,743.8% | Added |
| Lantern Wealth Advisors, LLC | 40,907 | $3.77M | 1.73% | −1,719−4.0% | Reduced |
| Great Valley Advisor Group, Inc. | 40,951 | $3.78M | 0.06% | +1,467+3.7% | Added |
| Mengis Capital Management, Inc. | 41,058 | $3.79M | 0.58% | −49−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 37,381 | $3.80M | 0.08% | +3,122+9.1% | Added |
| Wesbanco Bank Inc | 41,170 | $3.80M | 0.09% | +35,074+575.4% | Added |
| HF Advisory Group, LLC | 41,262 | $3.81M | 1.18% | +2,890+7.5% | Added |
| Conscious Wealth Investments, LLC | 38,151 | $3.81M | 1.96% | −689−1.8% | Reduced |
| Apollon Wealth Management, LLC | 41,677 | $3.85M | 0.05% | −365−0.9% | Reduced |
| Courier Capital LLC | 41,684 | $3.85M | 0.19% | +655+1.6% | Added |
| E. Ohman J:or Asset Management AB | 41,700 | $3.85M | 0.09% | +2,000+5.0% | Added |
| Brighton Jones LLC | 41,755 | $3.85M | 0.07% | −2,562−5.8% | Reduced |
| Goelzer Investment Management, Inc. | 41,758 | $3.85M | 0.17% | −582−1.4% | Reduced |
| Diversify Wealth Management, LLC | 37,110 | $3.87M | 0.06% | +3,546+10.6% | Added |
| Diversify Advisory Services, LLC | 37,110 | $3.87M | 0.06% | +37,110 | New |
| Destination Wealth Management | 41,976 | $3.87M | 0.09% | −2,839−6.3% | Reduced |
| Quadrant Capital Group LLC | 41,980 | $3.87M | 0.11% | +26+0.1% | Added |
| LGT Group Foundation | 41,986 | $3.87M | 0.04% | +2,819+7.2% | Added |
| Buttonwood Financial Advisors Inc. | 42,083 | $3.88M | 1.18% | −23−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 42,207 | $3.89M | 0.08% | −8,540−16.8% | Reduced |
| Elefante Mark B | 42,214 | $3.90M | 1.68% | +9,375+28.5% | Added |
| First Long Island Investors, LLC | 42,429 | $3.91M | 0.28% | +36,476+612.7% | Added |
| Arkadios Wealth Advisors | 42,544 | $3.93M | 0.06% | −25,550−37.5% | Reduced |
| Anchor Investment Management, LLC | 42,549 | $3.93M | 0.30% | +3,917+10.1% | Added |
| AE Wealth Management LLC | 42,736 | $3.94M | 0.02% | −5,209−10.9% | Reduced |