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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 1,264 | $116.6K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,267 | $116.9K | 0.03% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,267 | $117.0K | 0.03% | +2+0.2% | Added |
| Wilkerson Advisory Group LLC | 1,295 | $119.5K | 0.04% | −54−4.0% | Reduced |
| Virtus ETF Advisers LLC | 1,320 | $121.8K | 0.05% | −55−4.0% | Reduced |
| EFG International AG | 1,340 | $123.6K | 0.00% | +202+17.8% | Added |
| DT Investment Partners, LLC | 1,348 | $124.4K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,349 | $124.4K | 0.08% | +2+0.1% | Added |
| ZEGA Investments, LLC | 1,362 | $125.7K | 0.02% | +1+0.1% | Added |
| Crewe Advisors LLC | 1,371 | $126.5K | 0.01% | +212+18.3% | Added |
| Action Point Financial Planning, LLC | 1,389 | $127.5K | 0.01% | +1,389 | New |
| Barrett & Company, Inc. | 1,407 | $129.8K | 0.04% | −107−7.1% | Reduced |
| Northwest & Ethical Investments L.P. | 1,455 | $131.8K | 0.00% | −10,549−87.9% | Reduced |
| YANKCOM Partnership | 1,440 | $132.9K | 0.05% | −23−1.6% | Reduced |
| Corsicana & Co. | 1,500 | $138.4K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 1,524 | $140.6K | 0.17% | 00.0% | Unchanged |
| City State Bank | 1,526 | $140.8K | 0.03% | +11+0.7% | Added |
| MV Capital Management, Inc. | 1,534 | $141.5K | 0.01% | +31+2.1% | Added |
| MTM Investment Management, LLC | 1,545 | $142.6K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,550 | $143.0K | 0.02% | −572−27.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,587 | $146.4K | 0.03% | +1,587 | New |
| Bell Investment Advisors, Inc | 1,597 | $147.4K | 0.02% | −117−6.8% | Reduced |
| Ares Financial Consulting, LLC | 1,631 | $150.5K | 0.11% | +26+1.6% | Added |
| Rexford Capital Inc | 1,651 | $152.3K | 0.09% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,655 | $152.7K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,662 | $153.3K | 0.06% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,700 | $156.9K | 0.07% | −300−15.0% | Reduced |
| Longview Financial Advisors LLC | 1,706 | $157.4K | 0.08% | +2+0.1% | Added |
| Toth Financial Advisory Corp | 1,720 | $158.7K | 0.02% | −14,307−89.3% | Reduced |
| Eurizon SLJ Capital Ltd | 1,726 | $159.3K | 0.06% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,742 | $160.7K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,744 | $160.9K | 0.03% | +415+31.2% | Added |
| Aberdeen Wealth Management LLC | 1,771 | $163.4K | 0.08% | −2,584−59.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,784 | $164.6K | 0.10% | −2−0.1% | Reduced |
| Ulland Investment Advisors, LLC | 1,936 | $179.0K | 0.13% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,957 | $179.6K | 0.06% | −246−11.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,957 | $180.6K | 0.07% | −317−13.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,974 | $182.1K | 0.05% | −56−2.8% | Reduced |
| Principia Wealth Advisory, LLC | 2,019 | $186.3K | 0.09% | −71−3.4% | Reduced |
| Evelyn Partners Group Ltd | 2,047 | $188.9K | 0.00% | +2,047 | New |
| TrustBank | 2,088 | $192.7K | 0.07% | −150−6.7% | Reduced |
| SBI Securities Co., Ltd. | 2,101 | $193.9K | 0.00% | −113−5.1% | Reduced |
| Cito Capital Group, LLC | 2,125 | $196.0K | 0.05% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2,146 | $198.0K | 0.14% | −34−1.6% | Reduced |
| LRI Investments, LLC | 2,158 | $199.1K | 0.02% | −2,498−53.7% | Reduced |
| Hendershot Investments Inc. | 2,165 | $199.8K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,167 | $200.0K | 0.09% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 2,170 | $200.0K | 0.08% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,171 | $200.3K | 0.02% | −8−0.4% | Reduced |
| First Financial Bankshares Inc | 2,186 | $201.7K | 0.00% | −87−3.8% | Reduced |
| Blue Edge Capital, LLC | 2,198 | $202.8K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,198 | $202.8K | 0.01% | −401−15.4% | Reduced |
| Meyer Handelman Co | 2,200 | $203.0K | 0.01% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,200 | $203.0K | 0.29% | +2,200 | New |
| Mach-1 Financial Group, Inc. | 2,202 | $203.2K | 0.08% | −9,392−81.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,204 | $203.4K | 0.03% | +7+0.3% | Added |
| Rydar Equities, Inc. | 2,015 | $203.5K | 0.11% | +2,015 | New |
| Granite Harbor Advisors, Inc. | 2,207 | $203.6K | 0.08% | +8+0.4% | Added |
| Aspire Capital Advisors LLC | 2,207 | $203.7K | 0.04% | +7+0.3% | Added |
| Safeguard Investment Advisory Group, LLC | 2,208 | $203.7K | 0.05% | +5+0.2% | Added |
| WorthPointe, LLC | 2,212 | $204.1K | 0.05% | −3−0.1% | Reduced |
| Teamwork Financial Advisors, LLC | 2,223 | $205.1K | 0.02% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 2,225 | $205.3K | 0.03% | −72−3.1% | Reduced |
| Tumwater Wealth Management, LLC | 2,228 | $205.6K | 0.07% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,232 | $206.0K | 0.01% | −317−12.4% | Reduced |
| Vanguard National Trust Co | 2,233 | $206.0K | 0.01% | −143−6.0% | Reduced |
| BankPlus Trust Department | 2,234 | $206.1K | 0.05% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,239 | $206.6K | 0.16% | +2,239 | New |
| WestHill Financial Advisors, Inc. | 2,250 | $207.6K | 0.04% | −436−16.2% | Reduced |
| Fell Capital Management | 2,250 | $207.6K | 0.17% | 00.0% | Unchanged |
| Ewa, LLC | 2,256 | $208.1K | 0.04% | −366−14.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,256 | $208.2K | 0.01% | +46+2.1% | Added |
| Midwest Financial Group LLC | 2,266 | $209.1K | 0.07% | +2,266 | New |
| Three Bridge Wealth Advisors, LLC | 2,274 | $209.8K | 0.05% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,283 | $210.6K | 0.03% | −36−1.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,283 | $210.6K | 0.04% | −348−13.2% | Reduced |
| Bellwether Advisors, LLC | 2,288 | $211.1K | 0.03% | −84−3.5% | Reduced |
| Jacobsen Capital Management | 2,297 | $211.9K | 0.06% | −39−1.7% | Reduced |
| FourThought Financial Partners, LLC | 2,302 | $212.4K | 0.02% | +2,302 | New |
| Morling Financial Advisors, LLC | 2,305 | $212.7K | 0.06% | +5+0.2% | Added |
| LeConte Wealth Management, LLC | 2,310 | $213.1K | 0.12% | +76+3.4% | Added |
| Cardiff Park Advisors, LLC | 2,320 | $214.1K | 0.02% | +3+0.1% | Added |
| J.M. Arbour, LLC | 2,324 | $214.4K | 0.18% | +20+0.9% | Added |
| Whalen Wealth Management Inc. | 2,329 | $214.9K | 0.10% | +2,329 | New |
| McLean Asset Management Corp | 2,050 | $215.7K | 0.03% | +2,050 | New |
| Schneider Downs Wealth Management Advisors, LP | 2,339 | $215.8K | 0.02% | +41+1.8% | Added |
| Manchester Capital Management LLC | 2,341 | $216.0K | 0.03% | −140−5.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,349 | $216.7K | 0.09% | +3+0.1% | Added |
| Sather Financial Group Inc | 2,351 | $216.9K | 0.01% | −667−22.1% | Reduced |
| Capital International Sarl | 2,359 | $217.7K | 0.00% | −249−9.5% | Reduced |
| Corundum Group, Inc. | 2,360 | $217.8K | 0.06% | +185+8.5% | Added |
| Liberty Wealth Management LLC | 2,320 | $218.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,361 | $218.0K | 0.00% | −236−9.1% | Reduced |
| Pine Harbor Wealth Management, LLC | 2,364 | $218.1K | 0.06% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,376 | $219.2K | 0.01% | −88−3.6% | Reduced |
| ZWJ Investment Counsel Inc | 2,387 | $220.2K | 0.01% | +10.0% | Added |
| MQS Management LLC | 2,395 | $221.0K | 0.27% | +2,395 | New |
| My Purposeful Wealth Corp. | 2,397 | $221.1K | 0.04% | +2,397 | New |
| Banco BTG Pactual S.A. | 2,397 | $221.2K | 0.03% | +2,397 | New |
| Marest Capital, LLC | 2,398 | $221.3K | 0.11% | +2,398 | New |