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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.

Other share classesSCHW.PDSCHW.PJ

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: 13 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.

Institutional holdersQ2 2026: 2,318 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ2 2026: $133.8B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2026.

Institutions holding SCHW in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Brian Low Financial Group, LLC0$00.00%−3,137−100.0%Sold out
RWM Asset Management, LLC0$00.00%−3,115−100.0%Sold out
Sapient Capital LLC0$00.00%−3,112−100.0%Sold out
St. Nicholas Private Asset Management, Inc0$00.00%−3,080−100.0%Sold out
Alvarez & Marsal Private Wealth Partners, LLC0$00.00%−3,074−100.0%Sold out
QTR Family Wealth, LLC0$00.00%−2,896−100.0%Sold out
Armistice Capital, LLC0$00.00%−3,025−100.0%Sold out
Martel Wealth Advisors Inc0$00.00%−3,000−100.0%Sold out
Drive Wealth Management, LLC0$00.00%−2,983−100.0%Sold out
WealthShield Partners, LLC0$00.00%−2,940−100.0%Sold out
Gillespie Robinson & Grimm Inc0$00.00%−2,725−100.0%Sold out
49 Wealth Management, LLC0$00.00%−2,675−100.0%Sold out
Twin Tree Management, LP0$00.00%−2,643−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−2,608−100.0%Sold out
EJMK Ventures LLC0$00.00%−2,601−100.0%Sold out
DV Trading LLC0$00.00%−2,600−100.0%Sold out
Meadow Creek Wealth Advisors LLC0$00.00%−2,593−100.0%Sold out
Oasis Advisors, LLC0$00.00%−2,596−100.0%Sold out
Regal Investment Advisors LLC0$00.00%−2,573−100.0%Sold out
Spartan Wealth Advisory Services LLC0$00.00%−2,563−100.0%Sold out
Garton & Associates Financial Advisors LLC0$00.00%−2,561−100.0%Sold out
Morse Asset Management, Inc0$00.00%−2,523−100.0%Sold out
Investments & Financial Planning, LLC0$00.00%−2,511−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−2,477−100.0%Sold out
Spirepoint Private Client, LLC0$00.00%−2,471−100.0%Sold out
Pathway Financial Advisors LLC0$00.00%−2,470−100.0%Sold out
Rainey & Randall Investment Management Inc.0$00.00%−2,432−100.0%Sold out
waypoint wealth counsel0$00.00%−2,428−100.0%Sold out
Camden National Bank0$00.00%−2,416−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−2,405−100.0%Sold out
Abundance Wealth Counselors0$00.00%−2,373−100.0%Sold out
Schrum Private Wealth Management LLC0$00.00%−2,356−100.0%Sold out
Hamilton Capital, LLC0$00.00%−2,342−100.0%Sold out
Red Reef Advisors LLC0$00.00%−2,341−100.0%Sold out
CacheTech Inc.0$00.00%−2,322−100.0%Sold out
Westco Advisory Services Inc0$00.00%−2,296−100.0%Sold out
Fiducient Advisors LLC0$00.00%−2,296−100.0%Sold out
Brooklyn FI, LLC0$00.00%−2,252−100.0%Sold out
Keudell/Morrison Wealth Management0$00.00%−2,221−100.0%Sold out
State of Wyoming0$00.00%−2,205−100.0%Sold out
Seelaus Asset Management LLC0$00.00%−2,171−100.0%Sold out
Heritage Investment Group, Inc.0$00.00%−2,163−100.0%Sold out
Firestone Capital Management0$00.00%−2,157−100.0%Sold out
Morton Community Bank0$00.00%−2,150−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−2,135−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−1,902−100.0%Sold out
WFA of San Diego, LLC0$00.00%−1,542−100.0%Sold out
Wellington Grp LLC0$00.00%−1,421−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−1,221−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−874−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−735−100.0%Sold out
Evergreen Advisors, LLC0$00.00%−599−100.0%Sold out
Ballast Advisors LLC0$00.00%−591−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−589−100.0%Sold out
Sachetta, LLC0$00.00%−493−100.0%Sold out
Financial Freedom, LLC0$00.00%−485−100.0%Sold out
RMG Wealth Management LLC0$00.00%−360−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−305−100.0%Sold out
Palladiem, LLC0$00.00%−230−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−210−100.0%Sold out
Clear Investment Research, LLC0$00.00%−180−100.0%Sold out
Acima Private Wealth, LLC0$00.00%−169−100.0%Sold out
REAP Financial Group, LLC0$00.00%−150−100.0%Sold out
MRP Capital Investments, LLC0$00.00%−115−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−100−100.0%Sold out
Bayforest Capital Ltd0$00.00%−85−100.0%Sold out
Clayton Financial Group LLC0$00.00%−61−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−58−100.0%Sold out
Bard Associates Inc0$00.00%−47−100.0%Sold out
Tiaa Trust, National Association0$00.00%−47−100.0%Sold out
Bangor Savings Bank0$00.00%−46−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−39−100.0%Sold out
Merkkuri Wealth Advisors LLC0$00.00%−26−100.0%Sold out
Quest 10 Wealth Builders, Inc.0$00.00%−22−100.0%Sold out
Hamrick Investment Counsel, llc0$00.00%−20−100.0%Sold out
Networth Advisors, LLC0$00.00%−11−100.0%Sold out
Hara Capital LLC0$00.00%−10−100.0%Sold out
Curio Wealth, LLC0$00.00%−7−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
VectorGlobal IAG, Inc.––––Not filed
Bedell Frazier Investment Counseling, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
GM Advisory Group, Inc.––––Not filed
Canandaigua National Corp––––Not filed
Sunbelt Securities, Inc.––––Not filed
Richard Bernstein Advisors LLC––––Not filed
Capital Planning Advisors, LLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Exencial Wealth Advisors, LLC––––Not filed
Moseley Investment Management Inc––––Not filed
Canandaigua National Trust Co of Florida––––Not filed
Gibbs Wealth Management––––Not filed
Millington Securities, LLC––––Not filed
Signature Wealth Management Group––––Not filed
First Affirmative Financial Network––––Not filed
Coordinated Financial Services, Inc.––––Not filed
Farmers Trust Co––––Not filed
TSG Advice Partners, LLC––––Not filed