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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 105,429 | $9.73M | 0.24% | +9,633+10.1% | Added |
| MidFirst Bank | 105,826 | $9.76M | 0.69% | +390+0.4% | Added |
| Oppenheimer Asset Management Inc. | 106,500 | $9.83M | 0.10% | −20,865−16.4% | Reduced |
| Clarkston Capital Partners, LLC | 106,637 | $9.84M | 0.83% | −15,720−12.8% | Reduced |
| Cullen Investment Group, Ltd. | 106,747 | $9.85M | 1.19% | +7,263+7.3% | Added |
| Sig Brokerage, LP | 107,681 | $9.94M | 1.59% | +58+0.1% | Added |
| Norinchukin Bank, The | 107,701 | $9.94M | 0.10% | +6,706+6.6% | Added |
| Generali Asset Management SPA SGR | 110,326 | $10.2M | 0.18% | +6,389+6.1% | Added |
| Vestmark Advisory Solutions, Inc. | 111,145 | $10.3M | 0.10% | +2,805+2.6% | Added |
| Burney Co | 111,652 | $10.3M | 0.28% | −4,413−3.8% | Reduced |
| Grimes & Company, Inc. | 112,739 | $10.4M | 0.23% | +85,109+308.0% | Added |
| Manchester Global Management (UK) Ltd | 113,000 | $10.4M | 1.15% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 113,803 | $10.5M | 0.12% | +10,146+9.8% | Added |
| Investment Management Corp of Ontario | 114,067 | $10.5M | 0.13% | −15,500−12.0% | Reduced |
| Crestwood Advisors Group LLC | 114,586 | $10.6M | 0.16% | −18,808−14.1% | Reduced |
| Nicholas Company, Inc. | 114,667 | $10.6M | 0.19% | +200+0.2% | Added |
| Allen Capital Group, LLC | 115,181 | $10.6M | 0.87% | +2,570+2.3% | Added |
| Saudi Central Bank | 115,584 | $10.7M | 0.14% | +53,275+85.5% | Added |
| Argent Trust Co | 115,626 | $10.7M | 0.31% | −346−0.3% | Reduced |
| Thompson Investment Management, Inc. | 115,819 | $10.7M | 1.23% | +12,902+12.5% | Added |
| Boston Common Asset Management, LLC | 116,937 | $10.8M | 0.64% | +44,644+61.8% | Added |
| Premier Fund Managers Ltd | 119,287 | $10.8M | 0.98% | −78,953−39.8% | Reduced |
| Glenview Trust Co | 118,279 | $10.9M | 0.15% | −2,271−1.9% | Reduced |
| First National Bank of Omaha | 120,276 | $11.0M | 0.31% | +2,077+1.8% | Added |
| Tower Bridge Advisors | 121,059 | $11.2M | 1.01% | −2,731−2.2% | Reduced |
| Vestor Capital, LLC | 47,192 | $11.2M | 0.95% | +45,883+3,505.2% | Added |
| Pacer Advisors, Inc. | 121,987 | $11.3M | 0.03% | +38,353+45.9% | Added |
| ASR Vermogensbeheer N.V. | 122,174 | $11.3M | 0.12% | −44,872−26.9% | Reduced |
| Patten & Patten Inc | 122,344 | $11.3M | 0.60% | +12,856+11.7% | Added |
| Westbourne Investment Advisors, Inc. | 122,466 | $11.3M | 3.12% | +515+0.4% | Added |
| Hanson & Doremus Investment Management | 122,781 | $11.3M | 1.15% | −3,803−3.0% | Reduced |
| Brinker Capital Investments, LLC | 123,183 | $11.4M | 0.09% | −7,556−5.8% | Reduced |
| Motco | 124,117 | $11.5M | 0.98% | +815+0.7% | Added |
| Beverly Hills Private Wealth, LLC | 124,548 | $11.5M | 2.21% | +7,191+6.1% | Added |
| Terry L. Blaker | 124,909 | $11.5M | 0.41% | +1,664+1.4% | Added |
| Bright Rock Capital Management, LLC | 125,000 | $11.5M | 2.31% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 125,392 | $11.6M | 1.52% | −1,206−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125,674 | $11.6M | 0.17% | +9,373+8.1% | Added |
| BNP Paribas | 125,718 | $11.6M | 0.31% | +46,230+58.2% | Added |
| Mizuho Securities USA LLC | 127,985 | $11.8M | 0.19% | +27,007+26.7% | Added |
| Gulf International Bank (UK) Ltd | 128,401 | $11.8M | 0.23% | −2,253−1.7% | Reduced |
| Los Angeles Capital Management LLC | 129,913 | $12.0M | 0.04% | −587,353−81.9% | Reduced |
| Gabelli Funds LLC | 130,740 | $12.1M | 0.08% | −2,697−2.0% | Reduced |
| CX Institutional | 131,640 | $12.1M | 0.35% | +79,621+153.1% | Added |
| Jamison Private Wealth Management, Inc. | 131,823 | $12.2M | 1.26% | +740+0.6% | Added |
| RMB Capital Management, LLC | 131,889 | $12.2M | 0.19% | −6,886−5.0% | Reduced |
| Advisors Capital Management, LLC | 132,224 | $12.2M | 0.13% | +951+0.7% | Added |
| Parthenon LLC | 132,340 | $12.2M | 1.27% | +850+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 120,385 | $12.3M | 0.23% | −3,087−2.5% | Reduced |
| Fishman Jay A Ltd | 133,287 | $12.3M | 0.98% | +71,167+114.6% | Added |
| Mesirow Financial Investment Management, Inc. | 133,408 | $12.3M | 0.19% | +776+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 133,461 | $12.3M | 0.08% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 133,809 | $12.3M | 1.08% | +200+0.1% | Added |
| Omers Administration Corp | 134,547 | $12.4M | 0.07% | +5,282+4.1% | Added |
| Principal Securities, Inc. | 135,377 | $12.5M | 0.15% | −1,765−1.3% | Reduced |
| Cornerstone Capital, Inc. | 135,580 | $12.5M | 1.12% | −600−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 137,307 | $12.7M | 0.17% | +1,899+1.4% | Added |
| Modera Wealth Management, LLC | 137,947 | $12.7M | 0.14% | −7,008−4.8% | Reduced |
| Aquatic Capital Management LLC | 138,025 | $12.7M | 0.44% | +138,025 | New |
| Financial Avengers, Inc. | 139,334 | $12.9M | 5.33% | −1,065−0.8% | Reduced |
| Skylands Capital, LLC | 139,835 | $12.9M | 1.59% | +40,185+40.3% | Added |
| Peapack Gladstone Financial Corp | 140,026 | $12.9M | 0.15% | −57,398−29.1% | Reduced |
| Banque Pictet & Cie SA | 140,236 | $12.9M | 0.13% | −5,015−3.5% | Reduced |
| Van Cleef Asset Management,Inc | 141,930 | $13.1M | 1.33% | −2,904−2.0% | Reduced |
| Abn Amro Investment Solutions | 142,245 | $13.1M | 0.11% | +4,971+3.6% | Added |
| Avanza Fonder AB | 142,386 | $13.1M | 0.29% | +8,927+6.7% | Added |
| Hancock Whitney Corp | 143,134 | $13.2M | 0.22% | +1,812+1.3% | Added |
| Soapstone Management L.P. | 143,750 | $13.3M | 9.65% | +143,750 | New |
| Snowden Capital Advisors LLC | 144,587 | $13.3M | 0.32% | −2,907−2.0% | Reduced |
| M&G Plc | 145,187 | $13.4M | 0.07% | +25,006+20.8% | Added |
| Polar Asset Management Partners Inc. | 144,804 | $13.4M | 0.24% | +106,119+274.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 145,478 | $13.4M | 2.04% | −5,307−3.5% | Reduced |
| 1248 Management, LLC | 146,646 | $13.5M | 5.29% | +380+0.3% | Added |
| Winslow Asset Management Inc | 147,075 | $13.6M | 2.36% | −999−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 147,353 | $13.6M | 0.08% | +1,643+1.1% | Added |
| Advocacy Wealth Management Services, LLC | 147,436 | $13.6M | 0.49% | −4,771−3.1% | Reduced |
| Perigon Wealth Management, LLC | 149,554 | $13.8M | 0.22% | +36,835+32.7% | Added |
| Horizon Investments, LLC | 149,606 | $13.8M | 0.15% | +11,646+8.4% | Added |
| Great Lakes Retirement, Inc. | 152,299 | $14.1M | 1.25% | +3,074+2.1% | Added |
| Atria Investments LLC | 153,187 | $14.1M | 0.14% | −16,584−9.8% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 155,449 | $14.3M | 2.34% | −4,398−2.8% | Reduced |
| AIA Group Ltd | 156,431 | $14.4M | 0.18% | −26,034−14.3% | Reduced |
| Jacobs & Co | 156,494 | $14.4M | 1.24% | −2,589−1.6% | Reduced |
| Picton Mahoney Asset Management | 156,808 | $14.5M | 0.13% | −196,821−55.7% | Reduced |
| Silicon Valley Capital Partners | 156,949 | $14.5M | 1.17% | +30,981+24.6% | Added |
| Walleye Trading LLC | 157,053 | $14.5M | 0.20% | +93,765+148.2% | Added |
| Brevan Howard Capital Management LP | 156,731 | $14.5M | 0.20% | −624,924−79.9% | Reduced |
| Lighthouse Investment Partners, LLC | 158,043 | $14.6M | 0.45% | +139,814+767.0% | Added |
| Elo Mutual Pension Insurance Co | 158,660 | $14.6M | 0.19% | +90,427+132.5% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 159,656 | $14.7M | 0.32% | +14,246+9.8% | Added |
| IMC-Chicago, LLC | 159,940 | $14.8M | 0.14% | +69,277+76.4% | Added |
| State of Alaska, Department of Revenue | 160,179 | $14.8M | 0.15% | −5,424−3.3% | Reduced |
| Elgethun Capital Management | 161,024 | $14.9M | 2.07% | +5,448+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 161,254 | $14.9M | 0.03% | −11,632−6.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 161,596 | $14.9M | 0.02% | −5,964−3.6% | Reduced |
| Yousif Capital Management, LLC | 164,935 | $15.2M | 0.17% | −14,950−8.3% | Reduced |
| GWM Advisors LLC | 165,885 | $15.3M | 0.05% | +36,051+27.8% | Added |
| Trajan Wealth LLC | 166,044 | $15.3M | 0.58% | +15,581+10.4% | Added |
| Kinsale Capital Group, Inc. | 167,370 | $15.4M | 2.05% | +16,900+11.2% | Added |
| HFR Wealth Management, LLC | 167,634 | $15.5M | 3.78% | −2,632−1.5% | Reduced |