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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 122 | $11.3K | 0.00% | −30−19.7% | Reduced |
| Rialto Wealth Management, LLC | 124 | $11.4K | 0.00% | +40+47.6% | Added |
| First Pacific Financial | 127 | $11.7K | 0.00% | +111+693.8% | Added |
| Imprint Wealth LLC | 128 | $11.8K | 0.05% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 128 | $11.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 147 | $13.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 141 | $13.0K | 0.04% | −32,540−99.6% | Reduced |
| American National Bank | 143 | $13.2K | 0.00% | +53+58.9% | Added |
| Dunhill Financial, LLC | 143 | $13.2K | 0.00% | −83−36.7% | Reduced |
| New England Capital Financial Advisors LLC | 145 | $13.3K | 0.00% | +1+0.7% | Added |
| Harborfront Financial Group LLC | 146 | $13.5K | 0.05% | +146 | New |
| Bravera Wealth | 147 | $13.6K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 147 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 150 | $13.8K | 0.00% | +150 | New |
| Hoese & Co LLP | 152 | $14.0K | 0.01% | −200−56.8% | Reduced |
| Markowski Investments | 153 | $14.1K | 0.00% | +153 | New |
| Global Trust Asset Management, LLC | 164 | $15.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 165 | $15.2K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 167 | $15.4K | 0.00% | +167 | New |
| Sittner & Nelson, LLC | 168 | $15.5K | 0.00% | −10−5.6% | Reduced |
| First United Bank Trust | 173 | $16.0K | 0.00% | +80+86.0% | Added |
| Coston, McIsaac & Partners | 183 | $16.0K | 0.00% | +1+0.5% | Added |
| Matrix Trust Co | 175 | $16.0K | 0.00% | +158+929.4% | Added |
| Trifecta Capital Advisors, LLC | 175 | $16.2K | 0.00% | +4+2.3% | Added |
| Acumen Wealth Advisors, LLC | 176 | $16.2K | 0.00% | −527−75.0% | Reduced |
| Optiver Holding B.V. | 180 | $16.6K | 0.00% | +180 | New |
| Horizon Financial Services, LLC | 182 | $16.8K | 0.01% | −32−15.0% | Reduced |
| Kingdom Financial Group LLC. | 184 | $17.0K | 0.00% | +70+61.4% | Added |
| S&T Bank | 188 | $17.3K | 0.01% | −49−20.7% | Reduced |
| Financial Network Wealth Advisors LLC | 190 | $17.5K | 0.02% | +29+18.0% | Added |
| Manning & Napier Advisors LLC | 194 | $17.6K | 0.00% | −34−14.9% | Reduced |
| Sunrise Financial Services, LLC | 192 | $17.7K | 0.01% | −75−28.1% | Reduced |
| Bare Financial Services, Inc | 193 | $17.8K | 0.00% | +79+69.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $18.0K | 0.00% | −30−13.3% | Reduced |
| Vermillion Wealth Management, Inc. | 200 | $18.5K | 0.00% | −105−34.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 206 | $19.0K | 0.01% | +104+102.0% | Added |
| Piscataqua Savings Bank | 207 | $19.1K | 0.01% | −50−19.5% | Reduced |
| Front Row Advisors LLC | 180 | $19.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 211 | $19.5K | 0.02% | +44+26.3% | Added |
| Salomon & Ludwin, LLC | 204 | $19.5K | 0.00% | −11−5.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 215 | $19.8K | 0.00% | −21−8.9% | Reduced |
| Mascoma Wealth Management LLC | 218 | $20.1K | 0.00% | +1+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 226 | $20.9K | 0.00% | +112+98.2% | Added |
| Hurley Capital, LLC | 227 | $20.9K | 0.01% | +1+0.4% | Added |
| Pin Oak Investment Advisors Inc | 229 | $21.0K | 0.01% | +5+2.2% | Added |
| Roxbury Financial LLC | 228 | $21.0K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 235 | $21.7K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 239 | $22.1K | 0.00% | −225−48.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 242 | $22.4K | 0.01% | +25+11.5% | Added |
| Guardian Partners Inc. | 243 | $22.4K | 0.00% | +243 | New |
| Gables Capital Management Inc. | 249 | $23.0K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 244 | $23.3K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 256 | $23.6K | 0.00% | +256 | New |
| MPWM Advisory Solutions, LLC | 263 | $24.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 264 | $24.4K | 0.01% | +1+0.4% | Added |
| Joseph Group Capital Management | 267 | $24.6K | 0.01% | −30−10.1% | Reduced |
| CKW Financial Group | 256 | $25.0K | 0.00% | +256 | New |
| Arlington Trust Co LLC | 274 | $25.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 281 | $25.9K | 0.00% | −4−1.4% | Reduced |
| GoalVest Advisory LLC | 285 | $26.3K | 0.00% | +5+1.8% | Added |
| Beacon Financial Strategies CORP | 292 | $26.9K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 293 | $27.0K | 0.01% | −56−16.0% | Reduced |
| Compass Financial Management LLC | 293 | $27.0K | 0.00% | +293 | New |
| Bellevue Asset Management, LLC | 295 | $27.3K | 0.01% | +1+0.3% | Added |
| Princeton Global Asset Management LLC | 296 | $27.3K | 0.00% | +17+6.1% | Added |
| Stone House Investment Management, LLC | 300 | $27.7K | 0.00% | +2+0.7% | Added |
| Battery Global Advisors, LLC | 304 | $28.0K | 0.01% | +1+0.3% | Added |
| Prestige Wealth Management Group LLC | 306 | $28.2K | 0.01% | +101+49.3% | Added |
| Albion Financial Group | 310 | $28.6K | 0.00% | −10−3.1% | Reduced |
| UMA Financial Services, Inc. | 323 | $29.8K | 0.00% | −265−45.1% | Reduced |
| Meeder Asset Management Inc | 325 | $30.0K | 0.00% | +48+17.3% | Added |
| Avion Wealth | 333 | $30.0K | 0.01% | +27+8.8% | Added |
| Aventus Investment Advisors, Inc. | 330 | $30.4K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 300 | $30.6K | 0.01% | +300 | New |
| Stephenson National Bank & Trust | 336 | $31.0K | 0.01% | −167−33.2% | Reduced |
| Fourth Dimension Wealth, LLC | 342 | $31.6K | 0.01% | +142+71.0% | Added |
| Frazier Financial Advisors, LLC | 342 | $31.6K | 0.02% | +70+25.7% | Added |
| Byrne Asset Management LLC | 344 | $31.7K | 0.02% | −160−31.7% | Reduced |
| Valued Wealth Advisors LLC | 345 | $31.9K | 0.01% | −121−26.0% | Reduced |
| Glen Eagle Advisors, LLC | 347 | $32.0K | 0.00% | +21+6.4% | Added |
| Beacon Investment Advisory Services, Inc. | 350 | $32.3K | 0.00% | +26+8.0% | Added |
| Main Street Group, LTD | 352 | $32.5K | 0.01% | 00.0% | Unchanged |
| Axxion S.A. | 358 | $33.0K | 0.00% | +358 | New |
| Bogart Wealth, LLC | 359 | $33.1K | 0.00% | −18−4.8% | Reduced |
| Old Point Trust & Financial Services N A | 366 | $33.8K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 379 | $35.0K | 0.01% | +104+37.8% | Added |
| Raffa Wealth Management, LLC | 383 | $35.3K | 0.00% | +35+10.1% | Added |
| JPL Wealth Management, LLC | 393 | $36.3K | 0.01% | +23+6.2% | Added |
| American Capital Advisory, LLC | 395 | $36.4K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 400 | $36.9K | 0.02% | −100−20.0% | Reduced |
| IAG Wealth Partners, LLC | 400 | $36.9K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 400 | $36.9K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 400 | $36.9K | 0.05% | +248+163.2% | Added |
| Bullock Wealth Management Group | 397 | $38.0K | 0.02% | −11−2.7% | Reduced |
| First Financial Corp | 418 | $38.6K | 0.01% | −55−11.6% | Reduced |
| J.Safra Asset Management Corp | 425 | $39.2K | 0.00% | −341−44.5% | Reduced |
| Seneschal Advisors, LLC | 431 | $39.8K | 0.03% | +1+0.2% | Added |
| Murphy & Mullick Capital Management Corp | 435 | $40.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 436 | $40.2K | 0.02% | −50−10.3% | Reduced |