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 |
|---|---|---|---|---|---|
| Bayban | 443 | $40.9K | 0.03% | −134−23.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 447 | $41.2K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 447 | $41.2K | 0.00% | +242+118.0% | Added |
| Loomis Sayles & Co L P | 455 | $42.0K | 0.00% | +178+64.3% | Added |
| First PREMIER Bank | 450 | $42.0K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 469 | $43.3K | 0.01% | +246+110.3% | Added |
| Boreal Capital Management LLC | 475 | $43.8K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 476 | $43.9K | 0.01% | −93−16.3% | Reduced |
| Private Wealth Management Group, LLC | 481 | $44.4K | 0.01% | +150+45.3% | Added |
| Investors Research Corp | 487 | $44.9K | 0.01% | −96−16.5% | Reduced |
| Duncker Streett & Co Inc | 488 | $45.1K | 0.01% | −52−9.6% | Reduced |
| Trust Co | 492 | $45.4K | 0.00% | +25+5.4% | Added |
| Country Trust Bank | 497 | $45.9K | 0.00% | −12−2.4% | Reduced |
| Hallmark Capital Management Inc | 500 | $46.1K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 507 | $46.8K | 0.00% | +507 | New |
| StrongBox Wealth, LLC | 508 | $46.9K | 0.01% | +508 | New |
| NVWM, LLC | 515 | $47.5K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 518 | $47.8K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 544 | $50.2K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 545 | $50.3K | 0.03% | −17−3.0% | Reduced |
| Clark Wealth Partners | 552 | $50.9K | 0.03% | −1−0.2% | Reduced |
| True Wealth Design, LLC | 560 | $51.7K | 0.01% | +90+19.1% | Added |
| Carolina Wealth Advisors, LLC | 565 | $52.1K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 565 | $52.1K | 0.01% | +50+9.7% | Added |
| Delta Asset Management LLC | 566 | $52.2K | 0.00% | −100−15.0% | Reduced |
| Roble, Belko & Company, Inc | 575 | $53.0K | 0.01% | −275−32.4% | Reduced |
| Wiser Advisor Group LLC | 577 | $53.2K | 0.06% | +27+4.9% | Added |
| North Star Investment Management Corp. | 594 | $54.8K | 0.00% | −32−5.1% | Reduced |
| Gould Capital, LLC | 600 | $55.4K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 602 | $55.6K | 0.02% | +101+20.2% | Added |
| Hughes Financial Services, LLC | 605 | $55.8K | 0.01% | +67+12.5% | Added |
| Westfuller Advisors, LLC | 605 | $55.8K | 0.02% | −37−5.8% | Reduced |
| Cedar Mountain Advisors, LLC | 617 | $57.0K | 0.01% | +1+0.2% | Added |
| Tradewinds Capital Management, LLC | 623 | $57.5K | 0.01% | +1+0.2% | Added |
| Owl Creek Wealth Partners LLC | 626 | $57.8K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 627 | $57.9K | 0.04% | +2+0.3% | Added |
| Kemnay Advisory Services Inc. | 629 | $58.0K | 0.01% | +71+12.7% | Added |
| Index Technologies Group LLC | 637 | $58.8K | 0.05% | +637 | New |
| West Paces Advisors Inc. | 645 | $59.5K | 0.01% | +645 | New |
| Monetary Management Group Inc | 650 | $60.0K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 652 | $60.2K | 0.29% | −173−21.0% | Reduced |
| Millstone Evans Group, LLC | 659 | $60.8K | 0.03% | −435−39.8% | Reduced |
| Custom Index Systems, LLC | 667 | $61.5K | 0.02% | +667 | New |
| Private Wealth Asset Management, LLC | 685 | $63.2K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 692 | $63.9K | 0.20% | −1,293−65.1% | Reduced |
| Field & Main Bank | 700 | $64.6K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 701 | $64.7K | 0.05% | +150+27.2% | Added |
| Persistent Asset Partners Ltd | 711 | $65.6K | 0.02% | +711 | New |
| Hilltop National Bank | 715 | $66.0K | 0.01% | −3,134−81.4% | Reduced |
| Kerr Financial Planning Corp | 719 | $66.3K | 0.07% | +2+0.3% | Added |
| Godfrey Financial Associates, Inc. | 719 | $66.3K | 0.05% | 00.0% | Unchanged |
| SHP Wealth Management | 727 | $67.0K | 0.00% | −233−24.3% | Reduced |
| Credit Industriel Et Commercial | 742 | $68.5K | 0.01% | +112+17.8% | Added |
| GGM Financials LLC | 747 | $69.0K | 0.03% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 766 | $70.7K | 0.01% | +3+0.4% | Added |
| Harbor Asset Planning, Inc. | 767 | $70.8K | 0.05% | +3+0.4% | Added |
| Strategic Wealth Advisors LLC | 720 | $71.0K | 0.06% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 781 | $72.1K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 782 | $72.2K | 0.04% | −80−9.3% | Reduced |
| Signature Equity Partners, LLC | 782 | $72.2K | 0.03% | −119−13.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 802 | $74.0K | 0.00% | +399+99.0% | Added |
| Hollencrest Capital Management | 810 | $74.7K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 835 | $77.0K | 0.01% | +835 | New |
| Cornerstone Planning Group LLC | 796 | $80.2K | 0.01% | −28−3.4% | Reduced |
| Highline Wealth Partners LLC | 895 | $82.6K | 0.02% | +487+119.4% | Added |
| Keb Asset Management, LLC | 917 | $84.6K | 0.01% | +917 | New |
| Align Financial, LLC | 931 | $85.9K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 935 | $86.3K | 0.00% | −16−1.7% | Reduced |
| Golden State Wealth Management, LLC | 936 | $86.4K | 0.01% | +231+32.8% | Added |
| VSM Wealth Advisory, LLC | 988 | $91.2K | 0.02% | +2+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,000 | $92.0K | 0.00% | +1,000 | New |
| Toews Corp | 1,000 | $92.3K | 0.01% | +1,000 | New |
| Center for Financial Planning, Inc. | 1,020 | $94.1K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,040 | $96.0K | 0.03% | +1+0.1% | Added |
| Lavaca Capital LLC | 1,043 | $96.2K | 0.01% | +4+0.4% | Added |
| Westside Investment Management, Inc. | 1,056 | $97.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,058 | $98.0K | 0.06% | −80−7.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1,067 | $98.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,079 | $99.6K | 0.02% | +357+49.4% | Added |
| Eastern Bank | 1,096 | $101.1K | 0.00% | −448−29.0% | Reduced |
| Security National Bank of So Dak | 1,105 | $102.0K | 0.05% | +1,105 | New |
| First National Bank | 1,125 | $103.8K | 0.04% | +1,125 | New |
| Leo H. Evart, Inc. | 1,127 | $104.0K | 0.08% | +4+0.4% | Added |
| Graney & King, LLC | 1,129 | $104.2K | 0.04% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 1,130 | $104.3K | 0.09% | 00.0% | Unchanged |
| Entrust Financial LLC | 1,139 | $105.1K | 0.07% | +1+0.1% | Added |
| Silver Grove Financial Group, Inc. | 1,151 | $106.2K | 0.06% | +1,151 | New |
| First Command Advisory Services, Inc. | 1,159 | $106.9K | 0.00% | +211+22.3% | Added |
| Fedenia Advisers LLC | 1,170 | $108.0K | 0.03% | +1,170 | New |
| Synergy Investment Management, LLC | 1,136 | $108.1K | 0.03% | +216+23.5% | Added |
| Abound Financial, LLC | 1,173 | $108.2K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,178 | $108.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,186 | $109.4K | 0.01% | +1,186 | New |
| Pension & Wealth Management Advisors, Inc. | 1,192 | $110.0K | 0.03% | +157+15.2% | Added |
| Richards, Merrill & Peterson, Inc. | 1,202 | $110.9K | 0.04% | 00.0% | Unchanged |
| Essential Partners LLC | 1,209 | $111.6K | 0.05% | −1,971−62.0% | Reduced |
| Sherman Asset Management, Inc. | 1,214 | $112.0K | 0.09% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,220 | $112.6K | 0.02% | −315−20.5% | Reduced |
| Crews Bank & Trust | 1,221 | $112.7K | 0.01% | +46+3.9% | Added |
| Community Bank, N.A. | 1,250 | $115.3K | 0.01% | +332+36.2% | Added |