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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 63,127 | $5.72M | 0.07% | +31,442+99.2% | Added |
| Private Advisor Group, LLC | 62,141 | $5.73M | 0.03% | −42,892−40.8% | Reduced |
| IFP Advisors, Inc | 62,623 | $5.78M | 0.10% | −1,191−1.9% | Reduced |
| Savant Capital, LLC | 61,009 | $5.80M | 0.02% | +31,874+109.4% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 62,936 | $5.81M | 0.02% | −3,165−4.8% | Reduced |
| Conning Inc. | 63,081 | $5.82M | 0.17% | +6,672+11.8% | Added |
| National Philanthropic Trust | 63,328 | $5.84M | 0.08% | −460−0.7% | Reduced |
| Bokf, NA | 63,347 | $5.85M | 0.08% | +4,325+7.3% | Added |
| Metis Global Partners, LLC | 63,624 | $5.87M | 0.13% | −8,162−11.4% | Reduced |
| Scotia Capital Inc. | 63,745 | $5.88M | 0.02% | −675−1.0% | Reduced |
| AMG National Trust Bank | 63,906 | $5.90M | 0.12% | −36,272−36.2% | Reduced |
| MUFG Securities EMEA plc | 63,986 | $5.90M | 0.06% | −4,490−6.6% | Reduced |
| Siemens Fonds Invest GmbH | 64,494 | $5.95M | 0.29% | +297+0.5% | Added |
| American Trust Investment Advisors, LLC | 64,855 | $5.98M | 2.95% | +13,367+26.0% | Added |
| Plato Investment Management Ltd | 65,701 | $6.03M | 0.35% | +8,662+15.2% | Added |
| Twin Lakes Capital Management, LLC | 65,320 | $6.03M | 2.30% | −386−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 65,440 | $6.04M | 0.04% | +37,821+136.9% | Added |
| Legal Advantage Investments, Inc. | 65,960 | $6.09M | 2.13% | −700−1.1% | Reduced |
| LaFleur & Godfrey LLC | 66,139 | $6.10M | 0.72% | −1,773−2.6% | Reduced |
| Prentiss Smith & Co Inc | 66,695 | $6.15M | 3.38% | −933−1.4% | Reduced |
| Condor Capital Management | 66,818 | $6.17M | 0.46% | +66+0.1% | Added |
| Central Pacific Bank - Trust Division | 66,848 | $6.17M | 0.63% | −3,339−4.8% | Reduced |
| Pacific Capital Partners Ltd | 67,044 | $6.19M | 5.35% | 00.0% | Unchanged |
| Americana Partners, LLC | 67,179 | $6.20M | 0.14% | −2,390−3.4% | Reduced |
| Citizens Business Bank | 67,276 | $6.21M | 0.93% | −2,644−3.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 67,427 | $6.23M | 1.94% | +503+0.8% | Added |
| Salvus Wealth Management, LLC | 67,597 | $6.24M | 3.49% | −4,084−5.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 68,834 | $6.35M | 0.15% | −4,300−5.9% | Reduced |
| Merit Financial Group, LLC | 70,252 | $6.48M | 0.04% | −3,032−4.1% | Reduced |
| Oliver Luxxe Assets LLC | 71,774 | $6.62M | 0.98% | +8,821+14.0% | Added |
| Landscape Capital Management, L.L.C. | 72,127 | $6.66M | 0.43% | +57,410+390.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 72,757 | $6.71M | 0.57% | +230.0% | Added |
| Cloverfields Capital Group, LP | 72,957 | $6.73M | 2.04% | +1,862+2.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 73,190 | $6.75M | 0.25% | +5,190+7.6% | Added |
| Ravenswood Partners LP | 73,282 | $6.76M | 2.16% | +16,200+28.4% | Added |
| Integrated Advisors Network LLC | 73,637 | $6.79M | 0.31% | +36,179+96.6% | Added |
| Capricorn Fund Managers Ltd | 73,700 | $6.80M | 0.54% | +73,700 | New |
| CAPROCK Group, Inc. | 73,931 | $6.82M | 0.13% | −6,356−7.9% | Reduced |
| Advisory Resource Group | 74,203 | $6.85M | 1.03% | +4,206+6.0% | Added |
| Kavar Capital Partners Group, LLC | 74,442 | $6.87M | 0.85% | +2,004+2.8% | Added |
| We Are One Seven, LLC | 74,619 | $6.89M | 0.11% | −7,221−8.8% | Reduced |
| Wright Investors Service Inc | 74,625 | $6.89M | 1.88% | +2,841+4.0% | Added |
| Birch Capital Management, LLC | 74,765 | $6.90M | 3.37% | +4,132+5.8% | Added |
| Radnor Capital Management, LLC | 75,710 | $6.99M | 0.98% | −7,300−8.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 75,780 | $6.99M | 0.77% | +28,700+61.0% | Added |
| Gilman Hill Asset Management, LLC | 75,825 | $7.00M | 0.96% | +1,477+2.0% | Added |
| Farther Finance Advisors, LLC | 76,446 | $7.05M | 0.06% | +3,509+4.8% | Added |
| Marco Investment Management LLC | 76,668 | $7.07M | 0.47% | −210.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 76,969 | $7.10M | 0.06% | −5,806−7.0% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 79,758 | $7.36M | 1.08% | −2,661−3.2% | Reduced |
| Wealthspire Advisors, LLC | 80,222 | $7.40M | 0.04% | +38,125+90.6% | Added |
| Capital Investment Counsel, Inc | 81,255 | $7.50M | 0.81% | −1,699−2.0% | Reduced |
| Naples Global Advisors, LLC | 81,562 | $7.53M | 0.46% | +6,021+8.0% | Added |
| Baldwin Brothers Inc | 81,615 | $7.53M | 0.49% | −11,345−12.2% | Reduced |
| 1832 Asset Management L.P. | 81,760 | $7.54M | 0.01% | −65,899−44.6% | Reduced |
| NewEdge Wealth, LLC | 81,949 | $7.56M | 0.08% | +499+0.6% | Added |
| Oppenheimer & Co Inc | 82,536 | $7.62M | 0.08% | −1,138−1.4% | Reduced |
| New Mexico Educational Retirement Board | 83,087 | $7.67M | 0.19% | +4,400+5.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 83,125 | $7.67M | 0.89% | +29,810+55.9% | Added |
| Louisiana State Employees Retirement System | 83,500 | $7.70M | 0.11% | −1,600−1.9% | Reduced |
| Krilogy Financial LLC | 83,505 | $7.70M | 0.23% | +14,765+21.5% | Added |
| Xcel Wealth Management, LLC | 83,623 | $7.72M | 1.84% | +56,952+213.5% | Added |
| Redmond Asset Management, LLC | 83,966 | $7.75M | 1.93% | −1,218−1.4% | Reduced |
| Hamilton Capital Partners Inc. | 84,573 | $7.80M | 0.23% | +28,438+50.7% | Added |
| Sendero Wealth Management, LLC | 84,898 | $7.83M | 0.78% | +17,585+26.1% | Added |
| Fagan Associates, Inc. | 85,286 | $7.87M | 0.97% | +1,740+2.1% | Added |
| Balyasny Asset Management LLC | 85,847 | $7.92M | 0.01% | −727,602−89.4% | Reduced |
| Oak Harvest Investment Services | 85,893 | $7.93M | 0.74% | −44,048−33.9% | Reduced |
| American Assets Investment Management, LLC | 86,674 | $8.00M | 0.48% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 86,812 | $8.01M | 0.36% | +4,068+4.9% | Added |
| Mark Asset Management LP | 87,107 | $8.04M | 0.81% | +17,661+25.4% | Added |
| Maryland State Retirement & Pension System | 87,258 | $8.05M | 0.14% | +2,931+3.5% | Added |
| Pring Turner Capital Group Inc | 75,036 | $8.08M | 4.63% | +211+0.3% | Added |
| Commerce Bank | 88,912 | $8.20M | 0.04% | +1,395+1.6% | Added |
| Southeast Asset Advisors Inc. | 90,283 | $8.33M | 0.85% | +12,945+16.7% | Added |
| Hartford Investment Management Co | 90,623 | $8.36M | 0.24% | −4,932−5.2% | Reduced |
| Allianz SE | 91,848 | $8.47M | 0.09% | +1,370+1.5% | Added |
| Colonial Trust Advisors | 91,978 | $8.49M | 0.59% | +2,024+2.3% | Added |
| SRS Capital Advisors, Inc. | 92,395 | $8.53M | 0.06% | +67,701+274.2% | Added |
| Aviance Capital Partners, LLC | 92,462 | $8.53M | 0.89% | +751+0.8% | Added |
| KCM Investment Advisors LLC | 93,216 | $8.60M | 0.26% | −127−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 93,682 | $8.64M | 0.05% | −33,895−26.6% | Reduced |
| Ci Investments Inc. | 95,338 | $8.80M | 0.03% | +35,261+58.7% | Added |
| Lafayette Investments, Inc. | 95,470 | $8.81M | 1.62% | +610+0.6% | Added |
| Advocate Group LLC | 95,814 | $8.84M | 1.33% | −2,459−2.5% | Reduced |
| Caisse des Depots Et Consignations | 96,292 | $8.88M | 0.15% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 96,731 | $8.93M | 0.18% | +263+0.3% | Added |
| GHP Investment Advisors, Inc. | 97,007 | $8.95M | 0.33% | +13,039+15.5% | Added |
| First National Trust Co | 97,349 | $8.98M | 0.30% | −12,693−11.5% | Reduced |
| Univest Financial Corp | 98,042 | $9.05M | 0.44% | +791+0.8% | Added |
| Aptus Capital Advisors, LLC | 98,727 | $9.11M | 0.07% | +2,301+2.4% | Added |
| Evergreen Capital Management LLC | 99,476 | $9.18M | 0.16% | −4,069−3.9% | Reduced |
| Formuepleje A/S | 101,262 | $9.34M | 0.73% | +22,842+29.1% | Added |
| Nomura Holdings Inc | 101,417 | $9.36M | 0.04% | +46,071+83.2% | Added |
| GCM Grosvenor Holdings, LLC | 101,819 | $9.39M | 0.41% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 102,186 | $9.43M | 0.10% | −1,800−1.7% | Reduced |
| Timber Creek Capital Management LLC | 103,265 | $9.53M | 1.94% | −2,480−2.3% | Reduced |
| Morningstar Investment Management LLC | 102,422 | $9.63M | 0.59% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 105,228 | $9.71M | 0.25% | +7,855+8.1% | Added |
| Allstate Corp | 105,334 | $9.72M | 0.10% | −25,741−19.6% | Reduced |