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
Q3 2026 data is still coming in: 6 institutions have reported holding SCHW so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 42,753 | $3.94M | 0.01% | −1,740−3.9% | Reduced |
| Sculati Wealth Management, LLC | 38,918 | $3.95M | 1.32% | −42−0.1% | Reduced |
| LS Investment Advisors, LLC | 42,842 | $3.95M | 0.54% | −1,565−3.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 42,958 | $3.96M | 1.32% | +411+1.0% | Added |
| TD Private Client Wealth LLC | 43,007 | $3.97M | 0.07% | +150.0% | Added |
| Fideuram Asset Management (Ireland) dac | 45,149 | $3.97M | 0.08% | +44,132+4,339.4% | Added |
| Sciencast Management LP | 43,468 | $4.01M | 0.83% | +43,468 | New |
| East Coast Asset Management, LLC. | 43,501 | $4.01M | 1.19% | −618−1.4% | Reduced |
| Brown Brothers Harriman & Co | 43,530 | $4.02M | 0.02% | +7,986+22.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 43,751 | $4.04M | 0.24% | −1,162−2.6% | Reduced |
| Kestra Private Wealth Services, LLC | 43,812 | $4.04M | 0.04% | +1,906+4.5% | Added |
| Miracle Mile Advisors, LLC | 43,965 | $4.06M | 0.05% | −241−0.5% | Reduced |
| Lee Danner & Bass Inc | 44,074 | $4.07M | 0.23% | +29,255+197.4% | Added |
| Park Avenue Securities LLC | 44,419 | $4.10M | 0.03% | −661−1.5% | Reduced |
| 180 Wealth Advisors, LLC | 44,698 | $4.12M | 0.41% | +825+1.9% | Added |
| Chatham Capital Group, Inc. | 44,927 | $4.15M | 0.53% | +240+0.5% | Added |
| First National Advisers, LLC | 45,087 | $4.16M | 0.58% | −2,155−4.6% | Reduced |
| Community Financial Services Group, LLC | 43,565 | $4.17M | 0.61% | −3,027−6.5% | Reduced |
| DLK Investment Management, LLC | 57,186 | $4.21M | 1.81% | +972+1.7% | Added |
| Main Street Research LLC | 45,887 | $4.23M | 0.20% | −473−1.0% | Reduced |
| Huntington National Bank | 45,955 | $4.24M | 0.02% | +1,126+2.5% | Added |
| SAM Advisors, LLC | 46,059 | $4.25M | 1.16% | +1,388+3.1% | Added |
| Delta Capital Management LLC | 46,425 | $4.28M | 1.97% | +1,080+2.4% | Added |
| Rossmore Private Capital | 46,454 | $4.29M | 0.35% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 46,778 | $4.32M | 1.82% | −270−0.6% | Reduced |
| SGL Investment Advisors, Inc. | 40,332 | $4.36M | 1.50% | +968+2.5% | Added |
| Malaga Cove Capital, LLC | 47,451 | $4.38M | 1.39% | −525−1.1% | Reduced |
| Secure Asset Management, LLC | 47,530 | $4.39M | 0.62% | +4,544+10.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 47,634 | $4.40M | 0.14% | −700−1.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 47,751 | $4.41M | 0.11% | −1,630−3.3% | Reduced |
| Securian Asset Management, Inc | 43,441 | $4.41M | 0.16% | −1,872−4.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 47,856 | $4.42M | 0.99% | 00.0% | Unchanged |
| Victrix Investment Advisors | 48,070 | $4.44M | 1.86% | +2,807+6.2% | Added |
| North Dakota State Investment Board | 48,181 | $4.45M | 0.18% | −1,272−2.6% | Reduced |
| Strategic Global Advisors, LLC | 48,208 | $4.45M | 0.63% | +1,650+3.5% | Added |
| Capital Analysts, LLC | 48,221 | $4.45M | 0.10% | −2,276−4.5% | Reduced |
| Hixon Zuercher, LLC | 48,603 | $4.48M | 1.32% | −282−0.6% | Reduced |
| Arq Wealth Advisors, LLC | 44,613 | $4.50M | 0.56% | −4,097−8.4% | Reduced |
| Nicolet Bankshares Inc | 46,455 | $4.50M | 0.14% | −2,158−4.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 48,934 | $4.52M | 0.46% | −40,564−45.3% | Reduced |
| Voya Financial Advisors, Inc. | 49,992 | $4.53M | 0.40% | −3,377−6.3% | Reduced |
| MUFG Securities Americas Inc. | 49,238 | $4.54M | 0.23% | +3,020+6.5% | Added |
| Clean Yield Group | 49,314 | $4.55M | 1.13% | +2,043+4.3% | Added |
| Greenleaf Trust | 49,653 | $4.58M | 0.04% | −653−1.3% | Reduced |
| Vise Technologies, Inc. | 49,754 | $4.59M | 0.05% | +18,671+60.1% | Added |
| Arini Captial Management Ltd | 50,000 | $4.61M | 0.47% | +50,000 | New |
| Natixis | 50,350 | $4.65M | 0.02% | −329,914−86.8% | Reduced |
| Coppell Advisory Solutions LLC | 82,321 | $4.65M | 1.37% | +82,321 | New |
| Keybank National Association | 50,459 | $4.66M | 0.02% | −2,576−4.9% | Reduced |
| Citizens Financial Group Inc | 50,667 | $4.68M | 0.06% | −57,741−53.3% | Reduced |
| RNC Capital Management LLC | 50,724 | $4.68M | 0.19% | +114+0.2% | Added |
| Stratos Wealth Partners, LTD. | 50,809 | $4.69M | 0.05% | −8,545−14.4% | Reduced |
| Colonial Trust Co | 51,070 | $4.71M | 0.60% | −228−0.4% | Reduced |
| Empirical Finance, LLC | 51,146 | $4.72M | 0.20% | +2,009+4.1% | Added |
| Prospera Financial Services Inc | 51,294 | $4.73M | 0.07% | +845+1.7% | Added |
| Bailard, Inc. | 51,322 | $4.74M | 0.10% | −1,575−3.0% | Reduced |
| Allworth Financial LP | 51,751 | $4.78M | 0.02% | +727+1.4% | Added |
| Independent Advisor Alliance | 52,052 | $4.80M | 0.11% | +1,923+3.8% | Added |
| Dark Forest Capital Management LP | 52,214 | $4.82M | 0.31% | +52,214 | New |
| Intrinsic Value Partners, LLC | 52,280 | $4.82M | 3.30% | −90−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 52,332 | $4.83M | 0.12% | +1,838+3.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 52,415 | $4.84M | 0.06% | −1,031−1.9% | Reduced |
| Stenger Family Office, LLC | 52,772 | $4.87M | 0.79% | +19,982+60.9% | Added |
| Leelyn Smith, LLC | 53,425 | $4.93M | 0.60% | +2,086+4.1% | Added |
| HB Wealth Management, LLC | 53,661 | $4.95M | 0.03% | −10,670−16.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 53,830 | $4.97M | 0.60% | +3,285+6.5% | Added |
| Brookstone Capital Management | 53,915 | $4.97M | 0.05% | +2,202+4.3% | Added |
| NBC Securities, Inc. | 54,015 | $4.98M | 0.34% | +691+1.3% | Added |
| Equitable Holdings, Inc. | 54,020 | $4.98M | 0.03% | −17,620−24.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 54,238 | $5.00M | 0.09% | −14,817−21.5% | Reduced |
| Red Spruce Capital, LLC | 55,267 | $5.10M | 1.78% | +12,484+29.2% | Added |
| Harrington Investments, INC | 55,368 | $5.11M | 2.47% | −1,387−2.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 55,437 | $5.12M | 0.10% | +40,140+262.4% | Added |
| Puzo Michael J | 55,627 | $5.13M | 1.32% | +6,070+12.2% | Added |
| Provident Investment Management, Inc. | 55,700 | $5.14M | 0.50% | −454,793−89.1% | Reduced |
| GAMMA Investing LLC | 55,827 | $5.15M | 0.19% | +9,496+20.5% | Added |
| Algert Global LLC | 55,892 | $5.16M | 0.06% | −279−0.5% | Reduced |
| Somerville Kurt F | 56,560 | $5.22M | 1.25% | +3,046+5.7% | Added |
| Pittenger & Anderson Inc | 56,604 | $5.22M | 0.19% | −3,085−5.2% | Reduced |
| Perkins Coie Trust Co | 56,704 | $5.23M | 0.87% | −1,009−1.7% | Reduced |
| First American Bank | 56,704 | $5.23M | 0.29% | +61+0.1% | Added |
| Delaney Dennis R | 56,825 | $5.24M | 1.67% | +6,685+13.3% | Added |
| Osmosis Investment Management UK Ltd | 57,016 | $5.26M | 0.24% | −55,347−49.3% | Reduced |
| Lincoln Capital LLC | 57,109 | $5.27M | 0.94% | −1,049−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 57,465 | $5.30M | 0.15% | +1,441+2.6% | Added |
| Resources Investment Advisors, LLC. | 57,720 | $5.33M | 0.04% | +9,678+20.1% | Added |
| Kingsview Wealth Management, LLC | 57,815 | $5.33M | 0.06% | +51,154+768.0% | Added |
| William Allan, LLC | 57,834 | $5.34M | 2.61% | −466−0.8% | Reduced |
| AlTi Global, Inc. | 58,184 | $5.37M | 0.11% | +251+0.4% | Added |
| Commerzbank Aktiengesellschaft | 58,614 | $5.41M | 0.11% | −2,457−4.0% | Reduced |
| PEAK6 LLC | 58,780 | $5.42M | 0.13% | +58,780 | New |
| Thompson Siegel & Walmsley LLC | 58,932 | $5.44M | 0.10% | −3,046−4.9% | Reduced |
| BLI - Banque de Luxembourg Investments | 60,000 | $5.44M | 0.19% | +60,000 | New |
| Tokio Marine Asset Management Co Ltd | 59,309 | $5.47M | 0.17% | 00.0% | Unchanged |
| GAM Holding AG | 59,343 | $5.48M | 0.42% | −6,069−9.3% | Reduced |
| Graham Capital Management, L.P. | 59,890 | $5.53M | 0.15% | +1,255+2.1% | Added |
| Lincoln Capital Corp | 59,949 | $5.53M | 1.80% | −127−0.2% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 60,771 | $5.61M | 2.92% | +4,952+8.9% | Added |
| Gamco Investors, Inc. Et Al | 61,247 | $5.65M | 0.05% | +30,528+99.4% | Added |
| Laird Norton Trust Company, LLC | 61,797 | $5.70M | 0.11% | −1,280−2.0% | Reduced |